Podcasts about build value

This week's show featured retired Nebraska National Guard Captain Brandon Burton discussing his life in the miliary and how it has helped him see life differently, as detailed in his book Authority Without Control: A Memoir on Conflict, Restraint, and Leadership. Then, Patriotic Productions co-founder Bill Williams invited the public to free community events to honor Memorial Day on Sunday night in Lincoln and Monday morning in Omaha.  Finally, CRE Summit co-chair Chris Mensinger promoted their annual event designed to “Build Value and Create Solutions” in our city.

What if the biggest mistake in exit planning is waiting until you are ready to leave?In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with David Flores Wilson, Managing Partner at Sinceres Advisory, to talk about what business owners often miss when it comes to financial planning, business value, and long-term freedom. This is not just a conversation about retirement accounts or investments. It is about building a business that creates real value, understanding your true financial freedom number, and preparing for an exit that protects both your money and your purpose.David explains why financial planning for entrepreneurs is different from traditional retirement planning, why so many owners wait too long to prepare, and why the right team matters more than ever. Gary and David also dig into the emotional side of leaving a business, including identity, family conversations, and what life looks like after the deal is done.6 Key Takeaways→ Exit planning is not a last-minute event. It is a long-term process that should start earlier than most business owners think.→ A stronger exit plan can make your business more valuable even if you never sell it.→ Your business may be your best investment, so blindly pulling money out to diversify is not always the smartest move.→ Owners need to know their real expense level so they can calculate a true walk away financial freedom number.→ Selling a business without a plan for purpose, time, and identity can create regret even when the money is there.→ The best outcomes happen when the business owner, CPA, attorney, and financial advisor work together instead of in silos.To learn more about David Flores Wilson and explore his personal finance blog for business owners, check out Planning to Wealth and book a consultation to talk through your situation.connect with David on LinkedIn: https://www.linkedin.com/in/david-flores-wilson-cfp%C2%AE-cfa-02b5a/

Send a textHeadlines about AI in lending can feel distant—until lenders start engaging your clients directly, trimming PT procuration fees, and hinting at new retention tools. We tackle the real-world implications of the FCA's advice trigger change and the growing possibility that product transfers become leaner, faster, and less profitable for brokers who treat them as a business model. Our goal isn't fear—it's focus. We break down how to adapt now, so your revenue and reputation aren't at risk later.We dive into where human advice holds its ground: later life lending and equity release, bridging, second charge, and complex scenarios that need judgment, not scripts. We look at how AI will likely compress admin and accelerate decisions, freeing advisors to do the human work—listening, educating, planning—that actually drives client loyalty and better outcomes. We also borrow from wealth management's playbook: schedule annual reviews, diarise protection follow-ups, and turn single transactions into long-term stewardship. This shift from order taking to ongoing advice is how you defend your client book and make Consumer Duty a competitive edge.If you're thinking about firm value, we get practical: build a GI book with renewal stickiness, move part of your protection commission to non-indemnity for recurring income, and create a simple, consistent 12-month client communication plan. Buyers pay for predictability, not personalities. We share a starter framework for new and evolving brokerages—pick two or three defensible specialisms, treat your website and social as a clear shop window, invest in systems that record meaningful data, and commit to product density so every mortgage links to protection, GI, and signposted wealth support.Underneath it all is a simple discipline: when you're at work, do the work that moves the business. Technology will help, but the decision to diversify, specialize, and show up for clients is yours. If you're ready to build a firm that lasts, hit play, subscribe for more straight-talking strategy, and tell us: what's the first change you'll make this quarter?I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry #mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...

Ash sits down with Dr. Ruth Mannschreck, a seasoned dentist turned practice transition coach, to talk about the real-world challenges and overlooked opportunities when selling a dental practice. Dr. Ruth shares the mistakes she made during her own transitions, such as not planning far enough in advance and not preparing the practice to be attractive to buyers from both a financial and operational standpoint. She emphasizes the importance of understanding what you want from a sale, proactively increasing value, and reducing buyer risk in ways that go beyond just the numbers.The conversation moves into the role of practice culture, team involvement, and the transition process. Dr. Ruth advocates for engaging the dental team early in the transition, highlighting the benefits of transparency and preparing the team to operate independently. They also discuss the pitfalls of overreliance on the practice owner and the risk of selling a practice that functions more like a job than a turnkey business. Dr. Ruth offers listeners access to her resource checklist at prepitnow.com and outlines how planning and open communication can support a smoother transition for everyone involved.To find out more or connect with Dr. Ruth, visit: https://shorelinestrategies.com/Key Topics Discussed:The importance of early planning and preparation when selling a dental practiceCommon mistakes practice owners make during transitionsFinancial versus operational readiness for saleThe value of culture, systems, and team capability in the sale processStrategies for increasing practice value and reducing perceived riskThe impact of naming and branding on practice transitionsIncluding the dental team in discussions and evaluations with potential buyersCreating a turnkey business versus selling a “job”Overcoming the challenge of letting go of control as an ownerHow to access Dr. Mannschreck's Prep It Now checklist for selling a practice

In this week’s Throwback Thursday segment, find out how one patient side hustler stockpiled retired LEGO sets, held them like collectibles, and eventually parlayed the profits into a full-on store. Side Hustle School features a new episode EVERY DAY, featuring detailed case studies of people who earn extra money without quitting their job. This year, the show includes free guided lessons and listener Q&A several days each week. Show notes: SideHustleSchool.com Email: team@sidehustleschool.com Be on the show: SideHustleSchool.com/questions Connect on Instagram: @193countries Visit Chris's main site: ChrisGuillebeau.com Read A Year of Mental Health: yearofmentalhealth.com If you're enjoying the show, please pass it along! It's free and has been published every single day since January 1, 2017. We're also very grateful for your five-star ratings—it shows that people are listening and looking forward to new episodes.

Aden sits down with mergers and acquisitions expert Brendan Cockram from Octavian Group and senior wealth adviser James McLeod to unpack the strategy behind a successful business exit. They explore how to prepare your business for sale, determine its true value, and structure deals that balance risk and reward. From understanding key valuation drivers to timing the market and navigating buyer negotiations, this episode reveals the playbook every business owner should know before selling. Plus, the trio discusses emotional readiness, succession planning, and how to ensure your life goals and financial future stay aligned long after the deal is done.3:40–8:45 Brendan's journey into M&A and founding Octavian Group8:45–14:10 Where to start when planning a business sale14:10–19:30 Personal and financial readiness before selling19:30–27:55 How to value a business and understand multiples27:55–35:40 Finding and approaching potential buyers35:40–42:50 Structuring deals and managing key-person risk42:50–49:15 Tax planning and maximizing after-sale outcomes49:15–53:40 Why every business should stay “sale ready”For more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Russ Morgan, to discuss the importance of people and strategy in investing and financial decisions. Russ shares his experiences with Wall Street and the key components influencing his focus on appreciation, cash flow, diversification, and underserved markets. He explains that while he was taught accumulation to manage money, he realized that personal accounts were down, and it wasn't accumulation that he was after.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest, Russ Morgan:https://www.linkedin.com/in/russ-morgan-72595519/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

Do you know people who always want your knowledge or service for free? Want to catch up and pick your brain? What do you think about this? Do transactional people win in the long run?    Download Michael's FREE Success Blueprint! This is the exact framework Michael uses to help high performers reclaim their energy, clarity, and MOJO.

Kerry Lutz and Joe LoPresti discussed exit planning for business owners, drawing from Joe's extensive experience as a wealth manager and insights from his book "Exit by Design." They emphasized the common issue of business owners receiving fragmented advice, which can lead to regrets post-sale, highlighting the importance of a proactive approach. Joe outlined the need for comprehensive planning, including understanding seller financing and identifying the right buyer to maximize business value. He introduced the concept of a "freedom point," which represents the financial threshold necessary for achieving desired post-sale lifestyles, and stressed the importance of creating a personal action plan that addresses life goals beyond business ownership. Additionally, Joe advised owners to assess their business's appeal to potential buyers, focusing on factors like owner dependency and recurring revenue streams, which significantly influence market value. Find Joseph here: https://arlington-wealth.com Find Kerry here: http://financialsurvivalnetwork.com/ and here: https://inflation.cafe

On this episode, Rebecca Schinsky and Jeff O'Neal of Book Riot sit down and talk to me about their reading lives. We talk about their professional work in the world of books, how Oliver Burkeman would feel about my bad bookish habit, and how any book can be interesting if you're curious enough.    Listen to the Book Riot Podcast  Listen to First Edition Better Living Through Books Newsletter (and the rest of the Book Riot Newsletters!)  Jeff and Rebecca Live at Powells!   Books mentioned in this episode:    What Betsy's reading:  B.F.F.: A Memoir of Friendship Lost and Found by Christie Tate  Tomorrow, and Tomorrow, and Tomorrow by Gabrielle Zevin  Madwoman by Chelsea Bieker   Books Highlighted by Rebecca & Jeff: Sula by Toni Morrison  The Remains of the Day by Kazuo Ishiguro  The Sparrow by Mary Doria Russel The English Understand Wool by Helen DeWitt  Lab Girl: A Memoir by Hope Jahren  Matterhorn by Karl Marlantes  We Ride Upon Sticks by Quan Barry The Street by Ann Petry How to Be Perfect: The Correct Answer to Every Moral Question by Michael Schur The Orchard: A Memoir by Adele Crockett Robertson Four Thousand Weeks: Time Management for Mortals by Oliver Burkeman  When Women Were Birds: Fifty-Four Variations on Voice by Terry Tempest Williams  Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity by Kim Scott  Conscious Business: How to Build Value through Values by Fred Kofman    All books available on my Bookshop.org episode page.   Other books mentioned in this episode: Post-Traumatic by Chantal V. Johnson  House of Cotton by Monica Brashears  Sipsworth by Simon Van Booy  Onyx Storm by Rebecca Yarros  Where the Crawdads Sing by Delia Owens Ingrained: The Making of a Craftsman by Callum Robinson  Cabin: Off the Grid Adventures with a Clueless Craftsman by Patrick Hutchinson  Life in Three Dimensions: How Curiosity, Exploration, and Experience Make a Fuller, Better Life by Shigehiro Oishi  Meditations for Mortals: Four Weeks to Embrace Your Limitations and Make Time for What Counts by Oliver Burkeman  Ender's Game by Orson Scott Card  The Hobbit: Or There and Back Again by J.R.R. Tolkien  The Shining by Stephen King  Never Let Me Go by Kazuo Ishiguro  My Brilliant Friend by Elena Ferrante  Fourth Wing by Rebecca Yarros  It Ends with Us by Colleen Hoover  All Fours by Miranda July  Passing by Nella Larsen

Freddy Mulli is the CEO of Youth+ Group, building a community of youth-led entrepreneurs across the African continent and developing technology-driven innovations to ensure the sustainable growth of youth-led businesses.

Michael Felder of joined the show to talk about the outcome of the college football playoffs and what we can look forward to in the future

Have you ever heard someone say, “Just press record and start your podcast!” That's easier said than done, especially when starting your podcast journey as a solo creator. Today, we're talking about the craft of solo podcasting! We break down how to find your voice, confidently share your message, keep your audience engaged without a co-host or guests, and overcome challenges like fear, perfectionism, and speaking to an unseen audience. We share practical tips for starting solo, including practicing solo recording to build confidence, using an outline to stay focused and deliver value, and embracing imperfection as part of the creative process.  Episode Highlights:  [5:12] Life Updates [9:42] Solo Podcasting  [12:47] Overcoming Fear and Building Confidence  [36:50] Practical Tips for Solo Podcasting [41:00] Discovering Your Style  Links & Resources:  The Podcasting Morning Chat:  www.podpage.com/pmc Join The Empowered Podcasting Facebook Group: www.facebook.com/groups/empoweredpodcasting⁠ Remember to rate, follow, share, and review our podcast. Your support helps us grow  and continue to bring valuable content to our community. Join us LIVE every weekday morning at 7am ET (US) on ⁠Clubhouse⁠: ⁠ https://www.clubhouse.com/house/empowered-podcasting-e6nlrk0w Brought to you by ⁠iRonickMedia.com⁠ and ⁠NextGenPodcaster.com⁠ Please note that some links may be affiliate links, which support the hosts of the PMC. Thank you! --- Send in your mailbag question at: https://www.podpage.com/pmc/contact/ or marc@ironickmedia.com Want to be a guest on The Podcasting Morning Chat? Send me a message on PodMatch, here:  https://www.podmatch.com/hostdetailpreview/1729879899384520035bad21b

In this episode, Shannon explores the pivotal role of risk-taking in building a sustainable and valuable business. She discusses the delicate balance between withdrawing cash flow for immediate needs and investing for long-term growth. With her personal reflections and actionable advice, this episode is essential for entrepreneurs at every stage. Tune in to discover how embracing risk can lead to greater success.  What you'll hear in this episode: 03:59 Harvesting reduces value, like extracting business cash.  06:50 Consider downsizing lifestyle for business success.  If you like this episode, check out: Increase Your Earnings Without the Sales Struggle   Crafting a Profit Plan That Drives Your Business Forward   Bored and Profitable Beats Busy and Broke Every Day  Want to learn more so you can earn more? Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4  Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn. 

In this episode, Kelly Yale chats with Geoff Zimpfer to share actionable insights on building meaningful relationships with real estate agents, optimizing customer experiences, and navigating the ever-changing mortgage landscape. They discuss:Why understanding your customer's journey is key to success.How to build trust and add value to Realtor partnerships.The importance of preparation and intentionality in sales meetings.Using social media to connect authentically with referral partners.Long-term marketing strategies for 2025 and beyond.Whether you're a seasoned loan officer or new to the industry, this episode is packed with practical advice to help you thrive in today's market.Episode Resources:Listen to Kelly's PodcastTake the Realtor Referral QuizLearn More About myAgent Classes

According to the Survey Center for American Life, the majority of American workers report feeling respected and trusted by their workplace superiors. Approximately 79 percent of Americans say they often feel trusted by their supervisor or boss, and around 61 percent say that they often feel treated fairly by their boss. Meanwhile, Indeed states that when employees feel appreciated and valued, they are more likely to work hard, strive for new goals, and become invested in the company's success.   Christian Muntean has assisted owners and executives of small and medium-sized businesses in significantly increasing their revenues and profitability. He is an accomplished business strategist who has guided hundreds of businesses toward rapid growth and broader impact. Christian specializes in supporting entrepreneurial leaders during pivotal moments such as scaling operations, navigating succession, or preparing for an exit. He holds a Master's in Organizational Leadership from Eastern University and is a Master Coach through the Marshall Goldsmith Stakeholder Centered Coaching program, a Certified Exit Planning Advisor (CEPA), an International Mergers & Acquisitions Expert (IM&A), and a Mergers & Acquisitions Professional (M&AP). His approach is practical and focused on maximizing business value.   Christian is also a published author, with works including "The Successful New CEO," "Conflict and Leadership," and "Train to Lead." His insights are frequently sought after in podcasts and national publications. Christian resides in Anchorage, Alaska, with his wife and their three children.   For more information, please visit: https://www.christianmuntean.com/

Have you ever wondered how to truly build and enhance the value of your collision shop? Building your business's value can be a complex process due to various factors. It involves understanding and adapting to market dynamics, managing finances effectively, streamlining operations, maintaining customer satisfaction and so much more.  Fortunately, with the right strategies and tools, you can simplify these complexities and maximize your business's value, paving the way for a successful exit. At the Wreck Week Conference last June, Matt DiFrancesco broke down this complex process into a three-step journey for collision shop owners.  Join Matt in the second installment of his three-part series, where he explores the concept of using a GPS approach to build business value and explains why having a business continuity plan is crucial for all entrepreneurs. Matt also talks about: (00:30) The first step in building value in your business (03:11) What Matt loves about the collision industry (03:53) How to assess your starting point (04:38) Two ways to close your value gap (05:48) What is business continuity? (06:56) Four areas to consider when putting together a business continuity plan (08:57) The importance of having a Buy-Sell Agreement (11:02) The problem with “cookie-cutter” valuations (12:18) How often should agreement and other documents be reviewed? (17:07) Why stay bonus plans are great for key employee retention  (22:28) The benefits of choosing a C-Corp structure Connect with Matt DiFrancesco: matt@highliftfin.com (814)201-5855 LinkedIn: Matt DiFrancesco LinkedIn: High Lift Financial Facebook: High Lift Financial  Instagram: @high_lift_financial Youtube: @highliftfinancial Disclaimer: DiFrancesco Financial Concierge, LLC, d/b/a High Lift Financial, is a Pennsylvania-registered investment advisor and may conduct investment advisory services in states where it is registered, exempt, or excluded from registration. The content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed.  Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.

Host Will and Iman discuss with guest Wizop from Bitmap.community the transformative applications of blockchain tech and the emergence of DMT tokens in the crypto landscape. They explore the visual aspects crucial to appreciating blockchain's potential and the vision for an economy independent of physical location. Challenges in the bitcoin ecosystem and the innovative opportunities DMT tokens present are examined, alongside Wizop's plan to democratize access to bitmap data for Genesis parcel holders. Wizop recounts his leap into the crypto world post-2020 and his drive to develop Bitmap's data tooling. The team's skill in making blockchain data usable shines, with an eye on expanding data services and APIs for developers. The conversation touches on the value of decentralization, Bitcoin's role in Bitmap's ecosystem, and the struggle to communicate complex visions of the future economic landscape. Future plans for Bitmap.community include a marketplace and leveraging community talents, underlining the decentralized decision-making at its core. Topics: First up, who is WizOp and how did they got into the web3 space Next, What is Bitmap.community? Then, exploring the visual aspects crucial to appreciating blockchain's potential and the vision for an economy independent of physical location and Finally, what does WizOp think of the future of Bitmap? Please like and subscribe on your favorite podcasting app! Sign up for a free newsletter: www.theblockrunner.com Follow us on: Youtube: https://bit.ly/TBlkRnnrYouTube Twitter: bit.ly/TBR-Twitter Telegram: bit.ly/TBR-Telegram Discord: bit.ly/TBR-Discord

A lot of people know of John Warrillow. As a young man entering EPI with his dad 12 years ago, John had a huge influence on Scott Snider. They  are going to dive into some of the content from his books on the show today. Scott and John talked about the sellability score, and his path toward founding Value Builder, one of EPIs longest running partners, and his entrepreneurial journey. John has exited four businesses and they talk a bit about each one! Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

The single biggest reason wedding pros struggle to convert couples at higher prices is because you're not justifying the extra expense compared to someone who's cheaper. Let's be honest, most of you offer packages with features that are nearly identical to others in your field. You want to know how to stand out in a crowded marketplace? And get clients to gladly pay more for what you're offering? Build value. Create desire. Which is exactly what I'll talk about in this short episode that shows you where to focus your energy in 2024, especially during inquiry season.

Key Takeaways: Start with an exit plan in mind and think about personal goals for retirement or exit. Build a team of professionals, including a CPA, financial advisor, and attorney, to help plan for the future. Focus on creating enterprise value, not just a job for yourself. Evaluate workplace culture and attract employees who are passionate about the business. Continuously reassess and adjust the plan as circumstances change.   Chapters: Timestamp Summary [0:00:37] Introduction and discussion about Thanksgiving leftovers [0:01:21] Importance of exit planning for business owners [0:02:44] Agitation and discomfort necessary for growth and profitability [0:03:28] Importance of thinking long term and planning for retirement [0:05:14] Planning for the future and implementing changes now [0:05:57] Owner dependence and the need to rely less on the business [0:07:17] Contingency planning and having a team in place [0:08:30] Determining who will take over the business and having a written plan [0:09:16] Importance of due diligence when selling the business [0:10:38] Focusing on profitability and creating a positive workplace culture [0:12:03] Importance of having the right team and advisors in place [0:12:24] Building a new mindset culture in business [0:13:28] Getting a fresh perspective from a CPA [0:14:05] Objectively evaluating business performance and financial objectives [0:14:25] Contact information for getting a second opinion on business finances [0:14:48] Time to start thinking about 2024 [0:15:17] Focus on the end goal and achieving it [0:15:24] Disclaimer about investment advice [0:15:51] Past performance not indicative of future performance Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Philip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Thank you for checking out our free content on financial planning, the wealth mindset, and investing in innovation. If you've found value in our blog posts, I invite you to take your knowledge and commitment to the next level. Sign up for our premium paid newsletter today and receive daily insights and expert analysis directly in your inbox. Stay ahead of the curve and unlock the secrets to financial success. Don't miss out on this opportunity to deepen your understanding and gain an edge in the world of finance. Join our premium community now and embark on a journey towards financial abundance and investment excellence. Sign up today and let's grow together!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

The Business of Meetings – Episode 187 – How People and Culture Build Value with Aaron Bludworth We are delighted to be speaking with Aaron Bludworth today! He is a true thought leader who has massively impacted our industry! Until recently, Aaron was the CEO of Fern Expo. He joins us today to discuss his process of managing the company and selling it. He also shares his views on the future of the industry. Getting Into the Industry Aaron's initial introduction to the industry was largely accidental. While he was pursuing his education and working elsewhere, his uncle was working as an official contractor in the service sector of the industry. Aaron initially steered clear of the industry, even though his uncle kept mentioning all its potential opportunities. However, he eventually decided to try it out, thinking it would be a brief detour during his time in school. Yet, he is still there thirty-one years later! Joining Fern Aaron had been working for a private equity firm that recruited him when he started working at Fern. He joined Fern in 2008, initially as the Chief Operating Officer and eventually becoming the CEO due to the absence of a formal CEO. A while later, he found an investor, got a group of people together, and bought the firm. Sometime after, he took out the investor, leaving him with just the group of individuals within the firm. The Unique Culture of Fern Fern has a unique culture and history dating back 115 years. The company had a traditional image with a regional focus, and Aaron was committed to preserving the culture and the way the company focused on growth. However, it was challenging for him to find talent, customers, and acquisitions that aligned with the values and culture of the company. Balancing Culture and Corporate Consolidation  Aaron feels concerned about the increasing corporatization of the industry and how that could impact personal relationships and innovation. He emphasizes the need for a mix of large and small players to maintain the innovative spirit of the industry and personal connections. Navigating the Pandemic and Prioritizing People  Fern managed to weather the myriad of challenges posed by the COVID-19 pandemic. The company was committed to its people and customers and focused on keeping employees engaged during difficult times. Their proactive approach included developing innovative solutions like Fern Health Check, which did vaccine and COVID testing to support their customers so they could resume their activities safely. The Speedy Recovery and Unexpected Growth  The post-pandemic recovery of Fern exceeded all expectations. Aaron attributes their rapid rebound to customer loyalty, winning new business during the pandemic, and introducing innovative products. Despite all their initial challenges with labor and supply chain issues, Fern still managed to achieve record revenue in 2022. Navigating a Sale Process  Aaron explains that emotional factors often come into play when selling a business, especially for sole proprietors. He cautions against entering the sale process with a specific monetary goal because that could lead to disappointment. Instead, he suggests that the timing should rely on having a viable, strong business and the right representatives in the market environment. Selling Fern Selling the business was a complex process. Aaron received offers from many potential buyers, including strategic and non-strategic buyers. He considered the long-term outlook in addition to the financial aspects of the business because he was looking for a buyer who would maintain the existing leadership team, treat customers well, and bring value to the table. While acknowledging the uncertainty of selling a business, Aaron aimed to set up a successful transition for his team and customers. Aaron's Thoughts in the Transition Period  Between signing the letter of intent and closing the deal, his primary focus was on the impact the transition could have on his team and customers. He was concerned about ensuring a smooth transition for both parties and making the right decisions for the future of the business. The Ever-Changing Events Industry  Aaron worries about excessive corporatization as the industry continues to evolve. He mentions the importance of maintaining a mix of players to preserve the unique character of the industry, emphasizing the need to keep innovators, thinkers, and passionate individuals involved to ensure its continued growth and vitality. He hopes that personal connections, community, and innovation will remain integral to the industry as it evolves and faces consolidation, stressing the importance of smaller and more personal businesses in driving success and maintaining the unique character of the industry. Life After Selling a Business During the post-sale period, business owners often struggle with maintaining a sense of purpose and finding direction after exiting their businesses. Maintaining a Work-life Balance Business owners should maintain balance between business and other aspects of their lives rather than allowing their companies to become the sole focus of their existence. Promoting Innovation and Passion  Aaron underscores the need for the industry to keep innovators, thinkers, and passionate individuals involved to ensure its continued growth and vitality. Because of the positive impact of the events industry on his life and hopes he will remain connected to it. Connect with Eric LinkedIn Facebook Instagram  Website Connect with Aaron Bludworth LinkedIn Fern Expo

Episode Deep-Dive Analysis Available at maffeodrinks.com This is the second part of the chat with Maurice Doyle, CEO of Compass Box Whisky. He is a business coach and brings 3 decades of industry experience, having held senior leadership roles at Bacardi, William Grant & Sons and Suntory. I hope you will enjoy our chat. Main Topics Discussed:0 to 1 Bottle -Figuring out pricing -Back bar analysis -Targeting the right bars 1 Bottle to 1 Case -Cocktail opportunities in bars -Strengthening customer-brand relationships (Love & Money) -Creating volume focused KPIs 1 Case to 1 Pallet -Beyond the back bar -Ironing out the value chain -Incentivizing your value chain About the Host: Chris Maffeo About the Guest: Maurice Doyle If what we discussed hits home and you want support from us, get in touch at bottomup@maffeodrinks.com or check maffeodrinks.com for the key insights from this episode.

This is the second part of the chat with Maurice Doyle, CEO of Compass Box Whisky. He is a business coach and brings 3 decades of industry experience, having held senior leadership roles at Bacardi, William Grant & Sons and Suntory. I hope you will enjoy our chat. Main Topics Discussed:0 to 1 Bottle -Figuring out pricing -Back bar analysis -Targeting the right bars 1 Bottle to 1 Case -Cocktail opportunities in bars -Strengthening customer-brand relationships (Love & Money) -Creating volume focused KPIs 1 Case to 1 Pallet -Beyond the back bar -Ironing out the value chain -Incentivizing your value chain About the Host: Chris Maffeo About the Guest: Maurice Doyle

My guest on the show today is Sean Stannard-Stockton, the President and CIO of Ensemble Capital, an investment and wealth management firm that has built up quite a following on social media as a result of its consistent output of thoughtful content. Sean and his team of analysts manage over a billion dollars in equities, consisting of a concentrated portfolio of super high-quality businesses. The team has developed a rigorous competitive advantage assessment process that is designed to identify only those companies with durable moats. In this wide-ranging conversation, Sean and I discuss: How Ensemble employs its competitive advantage framework when construction a portfolio; The benefits of having a wealth management arm alongside an investment management business; The rationale for creating and sharing so much thoughtful content on Twitter and the firm's blog; His personal definition of a compounder; and What harmony and disharmony look like within an investment process For more information about Ensemble Capital, please visit: https://ensemblecapital.com/ Listen to all Compounders Podcast episodes on either Apple or Spotify iTunes: https://apple.co/3xlUvPY Spotify: https://spoti.fi/3jxkxLl All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

In this episode of Zero to CEO I speak to Intellectual property and business attorney, Founder and Managing Partner of EmergeCounsel, Steven Weigler. Steven is the Founder and Managing Partner of EmergeCounsel, whose mission is to provide a worldwide clientele legal counsel on the protection of intellectual property and business assets at a lower price point than large legal firms. In order to fulfill its mission, Steven developed systems-based approaches, which combine best in-class legal technology for legal research and management combined with a strong empathetic human element. We discuss the role of IP and Business Counsel, how to protect your brand nationally and internationally, legal steps to take in maximizing value in the eComm space, jow technology has changed the law firm model, and protecting SaaS models through IP and business strategies.

In this episode, we have the pleasure of hosting Brian Will, a Serial Entrepreneur and an industry-leading Business and Sales Management Consultant. With an impressive track record of creating or co-creating seven highly successful companies across four different industries, Brian's expertise is invaluable when it comes to achieving business success. Throughout his career, Brian has worked on numerous turn-around projects for companies ranging from startups to Fortune 500, playing a pivotal role in driving billions of dollars in sales for these organizations. Currently, Brian owns a flourishing chain of restaurants in the vibrant city of Atlanta, an Insurance and Technology company based in Denver, and a thriving residential and commercial Real Estate business spanning across Georgia and Florida. In this interview, Brian Will shares his wealth of knowledge and experience to answer some burning questions about business and success. Here are some of the insightful topics covered: - The Most Important Lessons to Keep in Mind When Starting a Business: - The Reasons Behind Business Failure: - The Importance of Relying on Expert Advice: - Strategies to Build Value in Your Business: - The Impact of Ego on Success: - Moving from Failure to Success: Tune in to this captivating conversation with Brian Will, where you'll gain valuable insights, actionable advice, and inspiration to drive your business forward. Don't miss out on this opportunity to learn from a seasoned entrepreneur and industry expert. Subscribe to our channel now and hit the notification bell to stay updated with our latest content! Get started today → https://offer.flipsystem.com?el=youtubeericmartel

On our SaaS Fuel™ Founder Episode this week, Jeff sits down with Kaz Otha, CEO of Treasure Data. Kaz discusses his journey of facing giants and winning against larger competitors. Kaz shares how they started with difficulties in pitching to investors, but eventually secured an investment from legendary VC Bill Thai, leading to significant growth for Treasure Data. They discovered a new category called Customer Data Platform (CDP) and decided to pivot their company in that direction, despite facing resistance. Kaz also talks about the importance of hiring the best talent and their strategy for building a successful performance company. Join us as we dive into Kaz's insights and experiences, and learn how to navigate the challenges of competing with bigger players in the industry.Key Takeaways[00:00:33] Small companies can thrive in competitive markets by being agile and innovative. [00:10:11] Lucky co-founder, rejected investors, successful growth.[00:12:13] Treasure Data brings large-scale data processing to the cloud.[00:17:20] Flexibility in technology choices benefits larger organizations.[00:18:27] Flourishing martech industry sees an increasing number of vendors.[00:23:39] Customer behavior shifting to digital, McKinsey reports 70%.[00:26:47] Trouble, angel investor, advice, money, application, solution[00:27:31] Customer data analytics application accelerates company growth.[00:32:03] We expect people to work out, but they don't.[00:35:20] Hire the best talent, energize the company, and ensure success.[00:37:06] Exploring outside the CDP industry for talent.[00:40:46] Save money and increase revenue for customers.[00:43:31] Transparent leadership: tough decisions, good & bad news.[00:48:27] Founder shares journey and insights on the show.Tweetable Quotes"Size isn't everything. Small companies can not only survive but indeed thrive even in waters that are full of larger competitors." — Jeff Mains 00:00:33"The Importance of Perseverance: 'And it was really hard for the first, I think nine months we pitched to 50 investors and they all denied. But it's a process, right? You have to try out your ideas.'" — Kaz Otha 00:10:11How to Build Value on Top of a Platform: "The other way to look at it is you build some application on top of your platform. So add more value on top of it and sell this as more like complete solution rather than infrastructure." — Kaz Otha 00:26:47Raising the Value: "It's really good advice to be able to really kind of raise the value and really smart on your part to talk with the clients and really understand how they're using it to determine what niche to go into." — Jeff Mains 00:28:39The Future of Software Companies: "You sometimes need some forward thinking, you know what, this is where the industry is going and then bet on that." — Kaz Otha 00:30:41"So the only thing which makes me I would say, okay, we can execute and then build a performance company is hire the best talent." — Kaz Otha 00:35:20SaaS Leadership Lessons1. Embrace Challenges and Persevere: As a SaaS leader, it's essential to embrace challenges and remain persistent in the face of adversity.2. Customer Insights Drive Business Decisions: SaaS leaders should prioritize gathering insights from customers to continuously improve their product or service offerings and drive strategic decision-making.3. Adaptability and Flexibility: SaaS leaders must have the ability to adapt quickly to market trends and be open to...

In this episode, Roger Knecht shares his wealth of knowledge in marketing, management, and business success, guiding accountants, bookkeepers, and tax preparers toward launching and growing thriving accounting firms. Explore the 5 Essentials in Business and uncover the core services that accountants should be offering their clients. Gain actionable steps, real-life examples, and expert strategies from Roger himself, empowering you to achieve your professional goals. Engage & Manifest, Understand Accounting, Increase Revenue, Improve Profits, and Build Value - these pillars will pave the way for your accounting success. Plus, learn how to add value to your client's businesses and become their trusted advisor through the three core services discussed in the episode.

The Moneywise Guys Friday, May 12th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management linkedin: MoneywiseWealthManagement Guest: Patrick Collins, Sales Associate for Sunbelt of Bakersfield website: www.sunbeltnetwork.com/bakersfield-ca/  

In this episode, we sat down with Jamie, an expert in corporate public relations with a focus on financial services, professional services, and consumer sectors. Jamie shared his insights and experiences in advising global financial services companies of all sizes in building and protecting their brands through PR. We delved into the topic of PR and its importance for firms looking to exit, as Jamie sheds light on why a strong PR strategy is crucial during this time. He also addressed the common misconception among firms about the role of PR in boosting their credibility. We explored the right time for firms to go on the offensive with PR and how social media can be leveraged for effective communications. Jamie also highlighted the significance of protecting a brand's image in anticipation of an exit, particularly during times of crisis. Finally, we discussed the different media channels that could be most effective in building a brand and how firms can take advantage of these opportunities.

Brought to you by Linear—The new standard for modern software development | Vanta—Automate compliance. Simplify security. | Dovetail—Bring your customer into every decision.—Claire Hughes Johnson is the former COO at Stripe, which she helped scale from a small startup to the legendary company it is today. She also spent close to 10 years at Google, where she filled several executive roles, including VP of Global Online Sales and Director of Sales and Ops for Gmail, YouTube, Google Apps, and AdWords. Claire shares invaluable insights from her upcoming book, Scaling People, on how to successfully build and scale organizations. We talk about the importance of building self-awareness, and Claire gives tons of tactical advice on how to say things that are hard to say, as well as how to improve your internal communications, and so much more.Find the full transcript at: https://www.lennyspodcast.com/lessons-from-scaling-stripe/#transcriptWhere to find Claire Hughes Johnson:• Twitter: https://twitter.com/chughesjohnson• LinkedIn: https://www.linkedin.com/in/claire-hughes-johnson-7058/Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• Twitter: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/Referenced:• Scaling People: Tactics for Management and Company Building: https://www.amazon.com/Scaling-People-Tactics-Management-Building/dp/1953953212• John Collison on LinkedIn: https://www.linkedin.com/in/johnbcollison/• Patrick Collison on LinkedIn: https://www.linkedin.com/in/patrickcollison/• Discord: https://discord.com/• Toast: https://pos.toasttab.com/• High Growth Handbook: Scaling Startups from 10 to 10,000 People: https://www.amazon.com/High-Growth-Handbook-Elad-Gil/dp/1732265100• Myers-Briggs personality types: https://www.myersbriggs.org/my-mbti-personality-type/mbti-basics/• Enneagram types: https://www.enneagraminstitute.com/type-descriptions• Disc assessment: https://www.discprofile.com/what-is-disc• Conscious Business: How to Build Value through Values: https://www.amazon.com/Conscious-Business-Build-through-Values/dp/1622032020/• Reid Hoffman on LinkedIn: https://www.linkedin.com/in/reidhoffman/• Eeke de Milliano on Lenny's Podcast: https://www.lennyspodcast.com/how-to-foster-innovation-and-big-thinking-eeke-de-milliano-retool-stripe/• Running an effective meeting: https://www.youtube.com/watch?v=GIiaFW874q8• Gokul's S.P.A.D.E. framework: https://coda.io/@gokulrajaram/gokuls-spade-toolkitIn this episode, we cover:(00:00) Claire's background(04:47) How writing Scaling People helped Claire crystallize learnings(07:58) How she got started writing her book(11:11) Advice that changed the way she operates(15:18) The lack of job titles at Stripe(19:01) Scaling your organizational structure(23:46) What founders need to think about in the early days(26:38) Personal operating principles(29:04) How to crystallize your own values to gain self-awareness(34:29) Advice for saying uncomfortable things(37:12) Being an explorer, not a lecturer(43:57) Come back to the operating system(47:17) Organizational structure using Claire's house metaphor(50:50) Why some chaos is normal(52:45) Founding documents you need(58:30) The components of a company's operating system (1:01:31) Finding the right cadence(1:04:48) COOs and which types of businesses need them(1:11:30) Advice on scaling quickly(1:13:56) The importance of internal communications(1:16:03) Running effective meetings(1:17:17) Advice for aligning and making decisions as a managerProduction and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com. Get full access to Lenny's Newsletter at www.lennysnewsletter.com/subscribe

Wharton Professor of Management Emilie Feldman joins the show to discuss her new book, Divestitures: Creating Value Through Strategy, Structure & Implementation. Hosted on Acast. See acast.com/privacy for more information.

From closing client pitches with one question to showcasing just how important video testimonials are, this week's episode of the Garlic Marketing Show will have you on the edge of your seat.We're joined by Mitch Russo, CEO of MindfulGuidance, who turned his coaching business around with the concept of helping other entrepreneurs unlock their own potential.What You'll Learn:Two Things Wrong with the Financial Advisory IndustryCreating a System for Managing Your MoneyThe Three Pillars of Wealth MasteryWhy Typical Financial Planning Does Not Work for Traditional EntrepreneursYour Best Wealth Creation Tool as a Business ownerThe Best Way to Build Value in Your BusinessConnect with Mitch:LinkedInWebsiteResources:Connect with IanDiscover where to use your customer stories now!Download the Client JourneySupercharge your marketing and grow your business with video case stories today!Book a Discovery Call Today with Our ExpertsSubscribe to the YouTube Channel Hosted on Acast. See acast.com/privacy for more information.

Although not always the motive, of course, entrepreneurs want to generate wealth throughout their business endeavors. It allows them to pursue more projects and ideas as they grow their business. But it's not always that easy.On this episode of the Garlic Marketing Show, Jackson Milan, also known as The Wealth Mentor and CEO of Aureus Financial, explains his system for managing money. Jackson also dives into the three pillars of wealth and the three predictable assets you should be investing in.What You'll Learn:Two Things Wrong with the Financial Advisory IndustryCreating a System for Managing Your MoneyThe Three Pillars of Wealth MasteryWhy Typical Financial Planning Does Not Work for Traditional EntrepreneursYour Best Wealth Creation Tool as a Business ownerThe Best Way to Build Value in Your BusinessConnect with Jackson:LinkedInFacebookAureus FinancialWealth Health CheckResources:Connect with IanDownload the Client JourneyMike Michalowicz's episodeSupercharge your marketing and grow your business with video case stories today!Book a Discovery Call Today with Our ExpertsSubscribe to the YouTube Channel Hosted on Acast. See acast.com/privacy for more information.

In this episode, I am talking with Yewande Faloyin, founder and CEO of OTITO, which specializes in coaching entrepreneurial executives and serial high achievers.  Check out the episode to hear our discussion around mindset, how to ask questions without it feeling like an interrogation, and the importance of connecting with you strengths, values, and passion.  I hope you enjoy. Additional Resources:► Follow Communispond on LinkedIn for more communication skills tips: https://www.linkedin.com/company/communispond► Connect with Scott D'Amico on LinkedIn: https://www.linkedin.com/in/scottdamico/► Connect with Yewande Faloyin on LinkedIn: https://www.linkedin.com/in/yewande-faloyin► Access Yewande's masterclass on how to increase your visibility and fast track your next promotion for free here: https://www.otitoleadership.com/getvisible► Subscribe to the podcast: https://communicast.simplecast.com/► Download the ProSpeak® app. Providing users with instant feedback on presentation and communication skills.- Apple: https://apple.co/3jTJbqe

It's one of the fastest-growing entrepreneurial beverage brands in recent memory, but while Super Coffee appears to be sprinting towards an exit, brothers and co-founders Jim, Jake and Jordan DeCicco often say that they're just getting warmed up.  In the seven years since Jordan created the brand in his college dorm room, Super Coffee has become a significant player in the multi-billion dollar RTD coffee category. Over the past two years, the company has ramped up distribution via a partnership with beer giant Anheuser-Busch InBev and fueled an expansion into new retail channels supported by a $106 million Series C funding round completed at a valuation of $500 million. Earlier this year, Super Coffee announced its foray into energy drinks with Super Energy, a line of premium sparkling beverages made with natural ingredients. While the brand continues to be on a positive trajectory, operational challenges caused by the Covid-19 pandemic and an increasingly rigid M&A environment for beverage brands have required the DeCicco brothers to reconsider and revise parts of their business, including  Super Coffee's core line of products. In an interview featured as part of Taste Radio's live podcast and meetup event in Austin, which was held in September, the DeCicco brothers spoke about how shifting headwinds have influenced recent business decisions, the impact of Covid on innovation and what they learned from being on the front lines of distribution and merchandising since the outset of the pandemic. They also explained the value of being “the world's foremost experts on Super Coffee” and how they communicate exit planning to the Super Coffee team. Show notes: 0:45: Jim, Jake & Jordan DeCicco, Co-Founders, Super Coffee – Taste Radio editor Ray Latif shared his admiration for the Super Coffee office and asked the DeCicco brothers to express their seven years in business in a single word.  Jim spoke about how the team assesses when and how to ask for advice,  Jordan discussed their process for adding a strategic advisor or investor to the company and Jake explained why Super Coffee extended the brand into energy drinks. Later, the brothers spoke about the brand's shift toward indulgent flavors and why there was (and continues to be) some disagreement about their blueberry muffin variety,  their belief that “our job starts after the product gets on shelves” and why maximizing value for the company's investors and partners is the key to an optimal exit. Brands in this episode: Super Coffee, Bai, Honest Tea, Zico, Celsius

Rhett is the owner and CEO of Historic Prints, an eCommerce company located in Portland Oregon. He joins Nana today on Build Value by Choice to discuss the power of disconnection and whether your smartphone has become a dumb phone, based on an article recently published in the Guardian.   KEY TAKEAWAYS You can save your spot for the Infinite Horizons webinar, 3 Strategies to supercharge the value of your business today without feeling trapped or succumbing to market changes. Thursday September 22nd @ 12:00 PM EST, 9:00 AM PST. The link is in the show notes below. In this webinar, Nana Bonsu will reveal three secrets to growing a successful business that is not reliant on the owner. He will show you how to grow the value of your business without sacrificing time or enjoyment. Historic Prints specializes in historical map and photo reproductions from throughout the world and antiquity that create a unique link between past and present. This merges Rhett's two passions of art and history. All technologies have pros and cons. For Rhett, smartphones became more of a con when the usefulness was outweighed by how distracting it is. When your phone is taking time away from your children, is it really worth the pros anymore? Rhett went to his phone store and asked for the dumbest phone they had. It was a throwback to the 2000s with the flip-up screen and everything. It made him feel so free, ditching his iPhone for something simpler. Rhett has been smartphone free for three years now, except for using it for two-step authentication. If you don't want to go fully smartphone free, be considerate of what apps you put on your phone. Is it just a distraction? Or does it actually have a use that doesn't outweigh its distraction level?   BEST MOMENTS ‘Do I want to set the example of my son seeing me on my phone all the time' ‘I felt rock bottom in my relationship with my smartphone' ‘If you want to get in contact with me, call me, I'll actually answer and speak to you'   EPISODE RESOURCES Infinite Horizons Free Webinar https://bit.ly/productizeebook1 Is your smartphone ruining your memory? A special report on the rise of ‘digital amnesia' https://historicprints.com/ rhett.acelar@gmail.com   VALUABLE RESOURCES Leave your comments on the show's facebook community page: https://www.facebook.com/Buildvaluebychoice Get your free business health check here: https://bit.ly/get-free-valuation Podcast website: https://infhorizons.com/podcast/ Don't forget to subscribe to the podcast and share it.   ABOUT THE GUEST Rhett is the owner and CEO of Historic Prints, an eCommerce company located in Portland Oregon.   PODCAST DESCRIPTION   Hosted by Nana Bonsu of Infinite Horizons, this show aims to serve small business owners who want to grow their businesses while reducing their own personal involvement. We do this through a combination of interviews with industry leaders, and host presentations. We are certified value builder...

Welcome back to a new episode Hustlers! In this week's episode we have David King on the podcast. David is a serial entrepreneur who has launched several ventures over the past decade. He has built, and grown businesses within tech, e-commerce, and has done consulting with businesses to help them define their strategy and explore new opportunities for growth. David is currently building his current business, Promise Supply. Promise Supply is an e-commerce retailer that sells plants and artifacts for your spaces. Over this episode, we talk about his early journey of getting into entrepreneurship, his growth, the lessons of building multiple projects, and his thoughts on how to grow a business. Topics we discuss: Building systems within organizations Consulting with entrepreneurs Getting your startup into media publications Defining success & status symbols The privilege of growing up in certain environments Venture capital - Adam Neumann (WeWork founder) & certain entrepreneurs getting funded Building Promise Supply over the pandemic The dynamic of being an entrepreneur & having a relationship Subscribe, and rate the podcast below! Follow us @247hustler for more content and DM us with your thoughts!

Director of Sales & Marketing at Power Selling Pros (where Contractors turn their call center into a profit center). Creator of "The Storytelling Habit" at ZacGarside.com. I help businesses craft a sales message that moves people. One of my clients said, "Zac was able, in just a simple conversation, to craft the message that was on my heart but that I could never put down on paper." I'm an obsessive student and practitioner of: ☑️ Speaking on Stage and in Webinars (crafting a message that makes people say "WOW... that's exactly what I needed to hear...") ☑️ Copywriting (while landing pages and emails are my specialty, I love the chance to pen some persuasive prose in any medium - one of my favorite clients fell in love with me after I wrote a landing that page that converts 40%+ for him) ☑️ One-On-One Coaching (I've coached several hundred of our clients at Power Selling Pros and, more recently, multiple High-Ticket Coaches through ZacGarside.com) ☑️ Email Marketing (I took Power Selling Pros from having non-existent email marketing to consistently emailing messages that people reply to and buy from - over $150,000 in revenue was added to our business from email in 2021, a 5,336.17% ROI) ☑️ Sales (I've brought on 179 new accounts for Power Selling Pros while simultaneously serving as Head of Marketing to generate new leads) ☑️ Good Conversation (he who can ask a well-crafted question can change the world - I love to bring out the best in others through good conversation) ☑️ Content (I've written so many emails and blog posts for Power Selling Pros and my personal freelance efforts I don't even know what the count is... but I've shared some of my learnings here at ZacGarside.com) ☑️ Podcasting (I've helped produce over 100 podcast episodes for "LIP Service for Contractors- and my personal podcast "The Storytelling Habit") ☑️ The Storytelling Habit (saying the same thing to your audience over and over gets old - I enjoy helping people and brands build a habit of telling engaging stories so they can attract more of the people they seek to serve... EVERY. SINGLE. DAY.) Currently looking for Business Owners who need help crafting a convincing sales message or have an email list they want to make more money from. DM me if that's you. Time Stamp:

Randy Moore, DNP, MBA, CRNA and Desirée Chappell, MSNA, CRNA join me to talk about change management in healthcare. They are both on the leadership team with NorthStar Anesthesia, which provides perioperative services at over 200 facilities across 20 states. This conversation focuses on how leaders can navigate change, develop culture and build successful anesthesia […]

Do you know what planners truly value when it comes to booking events? In this episode, Natasha and Josh break down the key differentiators that will help you build value for your restaurant in a competitive market. For more on Natasha and to check out her new book, visit https://therelentlessbook.com Restaurant Marketing School is brought to you by Yelp for Restaurants: In July 2020, a few hundred employees formed Yelp for Restaurants. Our goal is to build tools that help restaurateurs do more with limited time. ________________________________ CLICK HERE to Chat with Josh Free Download: 5 Steps to Achieve a 15% Net Profit We have a lot more content coming your way! Be sure to check out the FULL COMP media universe by visiting: FULL COMP Restaurant Marketing School The Playbook Industry Town Halls

Patrick Ryan is the founder of Odin a game-changing investing platform. Before this, he ran his own businesses and managed teams at Crowdcube and Coca-Cola Ventures. He learned a lot from his varied career in entrepreneurship and funding startups. He breaks down his biggest lessons in the fundamentals of starting a business that works. Creating VALUE. We recount his journey up to now and how the problems along the way were stepping stones to where he is now. --- I have to confess that as an investor myself I'm also very excited by his startup Odin. It removes a lot of unnecessary fees and time-wasting associated with raising money and allows founders and investors to quickly create syndicates and close deals. Connect with Patrick: - Odin - LinkedIn - Twitter --- Connect with Sam: Sam's newsletter on creativity and entrepreneurship - Explosive Thinking Sam's podcast on books - Wiser Than Yesterday Support the Show - Patreon Listen and connect with the show - Podvine See podvine.com/privacy-policy for privacy and opt-out information.

Angel-scale biotech is exploding: Learn More Practicing urologist and founder Jeremy Wiygul, MD believes millions of people are suffering needlessly due to the inadequate delivery of effective treatment, among these his own wife. Pelex aims to use new technology to integrate existing resources and greatly enhance patient outcomes for people with pelvic floor problems such as incontinence. A fun chat with a compelling founder. Sponsors: Purdue University entrepreneurship and Peter Fasse, patent attorney at Fish & Richardson Highlights: Sal Daher Introduces Jeremy Wiygul, MD Founder of Pelex “...up to 60 million Americans are affected by one form or another of pelvic floor disorders.” Pelex Combines a Connected Device and a Telehealth Platform to Provide Effective Care Pelex Intends to Bring Together the Right Provider, the Right Treatment and the Right Delivery of Care Consumer-Grade Pelvic Floor Devices Are Hit or Miss Parallels to Imago Rehab Which Delivers Physical Therapy Remotely via a Connected Device Connected with Jeremy Wiygul via Chrissy Glover of Imago Rehab Jeremy Wiygul's Own Physical Rehab Informs His Work Why Would a Urologist with a Practice in New Your City Found a Startup? What's the Innovation Pelex Is Bringing to Market? The Regulatory Strategy to Build Value in the Long Run “...we feel very strongly that our outcomes are going to be above, and significantly better than any other service that's out there.” Strategy with Regards to Intellectual Property The Combination of Practitioner, Care and Delivery Has the Potential to Build a Brand Based on Dramatic Improvements in Outcomes for Patients If the Wife of an Urologist Struggles to Get the Right Care in Her Husband's Specialty, There's Obviously a Problem Contact jeremy@pelex-med.com if You Have the Problem or Want to Help Exit Strategy The Power of Bringing the Right Technology to Market at the Right Time Learn More at https://pelexhealth.com/ Thanks Chrissy Glover of Imago Rehab for the Introduction to Jeremy Wiygul Topics: biotech, discovering entrepreneurship, software

After working with hundreds of business owners and entrepreneurs through the GUIDE Culture Sales Training, we've noticed that a lot of people get it wrong in this one major area.And that is the area of adding value versus BUILDING value - they aren't the same!You hear it all the time - "give value, add value." So much so that the word 'value' almost has no meaning anymore.When people think about "adding value" they think of giving away their knowledge, sharing information, stating facts, etc.And there is a time and place for that!The problem is that when you only share that type of content with your audience, you aren't inspiring people to take action. You aren't guiding them into a decision that is best for them.That's where BUILDING value comes in!In this episode, Macy and Loy talk about the main differences between the two - if you're in a place where you're wondering why people aren't taking action with what you offer, this may be the missing piece.Want to WATCH this episode? CLICK HERE!MENTIONS:GUIDE Culture's Spring Cohort is open for enrollment!When you join by April 1, 2022, you'll receive a few juicy bonuses to put you ahead before your cohort begins:➡️ Early Access to Session 1 of your training - which is the BUILD VALUE session of the training. This is where you shift the way you communicate with your audience, get them slowly but surely bought in to what you have & ultimately get them in a place to do business with you!➡️ Session 1 Lab Recording so you can get a taste of labs and a peek into the coaching you'll receive in your training➡️ Skill + Technique Call with the GC team to put your new skills into practice and receive feedbackImportant Dates:Bonus Deadline - April 1, 2022Enrollment Deadline - April 22, 2022Cohort Start Date - April 29, 2022CLICK HERE for all enrollment details!With questions, DM us on Instagram @theguideculture

We are very excited to welcome CEO and Coach, Christine Rose from Christine Rose Coaching & Consulting to the Finding Fearless podcast. Christine is the bestselling author of Life Beyond #MeToo, and was featured in the UN Foundation's #EqualEverywhere campaign! As a success coach, Christine coaches small business owners to grow leadership, effective teams, and high-value companies. Christine believes life is precious, short, and sweet, and celebrates with good red wine, fine chocolate, and awe-inspiring ocean views whenever possible.Christine shares three valuable takeaways: 1. Build value, not just revenues. 2. There is life beyond #MeToo and you can be part of making a new normal free from gender-based discrimination and violence. 3. Success on your own terms doesn't have to be elusive.Get ready for a jam-packed episode full of wonderful conversation! Links Mentioned: Christine Rose Coaching & ConsultingChristine's Social Platforms LinkedIn, Facebook, Instagram, TwitterRate and subscribe to The Finding Fearless Podcast - Apple, Spotify Know a Female Founder you'd love to hear on the podcast? Shoot us an email to hello@fearlessfoundry.com to submit their info! The Finding Fearless Podcast's primary purpose is to highlight female entrepreneurs' voices. This has been a Fearless Foundry production. All audio is recorded and owned by Fearless Foundry.

Laurie Barkman is a "business transition sherpa." With her firm, SmallDotBig, she advises owners on having more valuable, sellable businesses. And as a Partner with Stony Hill Advisors, a mergers and acquisitions firm, she guides them through the complex process of letting it go. She joins host Nana Bonsu this week on Build Value by Choice to give you advice on preparing your business for transition. KEY TAKEAWAYS 80% of business owners want to stop working in their business in the next 5-10 years, but most have not planned for that transition. Many need to improve the business first. If your business has a lot of risks, it makes it a less attractive prospect and will be harder to transition. The earlier you make the decision to work towards transitioning the business, the more time you have. Having more time means you have more options. More options means you can find more value. And value doesn't have to be the highest offer, the right offer for you might not be the highest one. You can create different exit options depending on your goals. For example the paths of passing your business down the family line is very different to a management buyout. Financial buyers are long-term investors interested in the return that they can get by buying a well-managed company and looking to generate cash flow by boosting revenue, cutting costs, or creating economies of scale by buying similar companies. Strategic buyers are often bigger companies that are well capitalized, able to spend more, and less focused on whether a company can generate quick cash flow. The strategic buyers tend to pay more than financial buyers. BEST MOMENTS ‘When you have time on your side, you ultimately have more options’ ‘I was selling my business but I was also selling myself’ ‘You only get one change to land a plane on the Hudson’ ‘3/4s of owners have regrets 1 year after their exit’ EPISODE RESOURCES Leave a comment or question on the Build Value By Choice Facebook community page Get your free value builder score here bit.ly/get-free-valuation Get more resources on infhorizons.com/podcast www.meetlauriebarkman.com https://smalldotbig.com/ www.linkedin.com/lauriebarkman/ www.twitter.com//LaurieBarkman/ www.facebook.com/SmallDotBig/ Don’t forget to subscribe to the podcast and share it. ABOUT THE GUEST Laurie Barkman is a "business transition sherpa." With her firm, SmallDotBig, she advises owners on having more valuable, sellable businesses. And as a Partner with Stony Hill Advisors, a mergers and acquisitions firm, she guides them through the complex process of letting it go. Laurie is the former CEO of a $100 million revenue company with an exit to a Fortune 50 company. With more than 25 years of C-Suite and award-winning marketing expertise, she provides actionable perspectives to drive sustainable value. Engaging audiences across the US, Laurie is an Adjunct Professor of Entrepreneurship at Carnegie Mellon University, leads executive workshops with...

Do you ever find yourself being a part of all these benefit programs? First, you have your favorite coffee shop then you have your favorite retail store all because you wanted that initial discount. Well, even service companies have membership programs and to a consumer.. they are really beneficial.In this episode, we talk about maintenance programs and how we, as contractors, could really ramp those up with refining, internal promotion, and marketing of the benefits. If you listened and liked our branding episode (episode number 1) you will enjoy listening to the tips and tricks on how to build or revamp your maintenance program. In this episode you will hear our hosts discuss:Why do we do memberships?It's all about the name! Let's create something for people to get a connection to that resonates with our brand.Perks of the program; How you word the perks matter immensely. Presentation of the planPromotion of your clubIf you enjoyed this chat From the Yellow Chair, please rate, review, and subscribe from wherever you're listening. We'd love to hear from you; what are you liking, what are you loving? What do you want more of!

Following on from the last episode, Brian Trczynski returns to join host Nana Bonsu this week on Build Value by Choice. He’s back to discuss various risk management strategies for events such as owner's death, disability or business transfer/transition. In this podcast, you’ll learn how to protect your business, avoid silent killers of your business value, and set your business up to generate higher value and exit without regrets. KEY TAKEAWAYS Once you've obtained your business valuation (linked below) and an income replacement value from your wealth management advisor, a business owner's next priority is to protect the value they already have by mitigating their personal/financial/business risks. Most businesses have a value gap, in other words they’re not operating best in class relative to their industry peers. There is value they’re leaving on the table because there are operational gaps in their business they can improve. The challenge to business owners addressing risk, is that if the task seems too big then they often just do nothing. Addressing risk should be done at a manageable pace with achievable tasks. The thing that makes your business attractive to prospective buyers and sellable is the fact that it will be able to be profitable for someone else. If a buyer comes in and sees a lot of risks like an owner dependent business, not having customers who stick with you, and a lack of diversity in clients, then the number they value your business at gets lower and lower. You have to have a dominant market share, you have to have a recurring revenue model, there has to be a barrier for entry to competitors, you have to have product differentiation, and you have to have a strong brand. If you have these things in place, regardless of your size, then you will be very appealing to a potential buyer. BEST MOMENTS ‘Before you can grow you’ve got to protect’ ‘A business is not a liquid asset’ ‘Diversification is one of the most important things a business owner has to understand’ EPISODE RESOURCES Leave a comment or question on the Build Value By Choice Facebook community page Get your free value builder score here bit.ly/get-free-valuation Get more resources on https://infhorizons.com/podcast Don’t forget to subscribe to the podcast and share it. PODCAST DESCRIPTION Hosted by Nana Bonsu of Infinite Horizons, this show aims to serve small business owners who want to grow their businesses while reducing their own personal involvement. We do this through a combination of interviews with industry leaders, and host presentations. We are certified value builder advisors and leverage a statistically proven methodology to help clients such as you scale or transition their business to the next chapter. We care for our listeners and see their dreams as our own. We aim to foster a community that embraces freedom, generosity, and integrity. This is a show by entrepreneurs and business owners for entrepreneurs and business owners. ABOUT THE HOST Nana Bonsu: “I am an entrepreneur and ex-Corporate Executive who's applying his experience and knowledge from working in various to pursue my passion of helping small business owners increase their choices in life by leveraging my knowledge and experience, their employees,...