Podcasts about business lifecycle

My guests today are Rick Ruback and Royce Yudkoff. Rick and Royce are Harvard Business School professors who teach their students how to search for, acquire, and run small business directly after graduation. It has been almost a decade since our first conversation, and unlike many past interviews that have become outdated due to technology or market changes, the core principles they shared about entrepreneurship through acquisition remain remarkably relevant today. They explore fascinating developments in the search-fund ecosystem, including the bifurcation between funded searchers targeting larger companies and self-funded entrepreneurs finding success with smaller businesses. Rick and Royce share their accumulated wisdom on what makes a company worth buying, why the "magic is in the multiples," and how their students consistently achieve impressive returns through patient, value-oriented business acquisition. Please enjoy my conversation with Rick Ruback and Royce Yudkoff. For the full show notes, transcript, and links to mentioned content, check out the episode page⁠ here.⁠ ----- This episode is brought to you by⁠ Ramp⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠ Ramp.com/invest⁠ to sign up for free and get a $250 welcome bonus. –  This episode is brought to you by⁠ AlphaSense⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠ Alpha-Sense.com/Invest⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. – This episode is brought to you by⁠ Ridgeline⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠ ridgelineapps.com⁠ to learn more about the platform. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:23) Changes in the Small Firm Acquisition Space (00:06:52) The Impact of SBA Loans on Acquisition Entrepreneurship (00:08:55) The Evolution of Entrepreneurship Through Acquisition (00:10:09) Risk and Return in the Search Fund Model (00:13:38) The Role of Investors in Funded and Unfunded Searches (00:19:33) Criteria for a Good Acquisition Target (00:28:36) The Growing Popularity of Self-Funded Searches (00:43:21) Challenges and Red Flags in Small Firm Acquisitions (00:49:47) Exploring Margin Expansion and Growth (00:51:02) The Impact of Practical Teaching in Business Education (00:52:12) Keys to a Successful Business Class (00:53:30) The Role of Theory in Practical Business Education (00:55:29) Challenges and Rewards of Teaching Business (00:57:46) Capital Allocation in Small Businesses (01:00:50) Advice for Aspiring Business Searchers (01:03:45) Value Creation and Business Lifecycle (01:08:20) Deciding to Leave Private Equity (01:11:20) The Future of Higher Education in Business (01:16:06) Ongoing Relationships with Former Students (01:18:45) Favorite Business Cases to Teach (01:24:46) Encouraging More People to Pursue Business Ownership

Gary Beckwith has had an extraordinary business journey, one from which every generation of any family firm can learn…From firing his father in order to grow the business, to working with his children, to maintaining a love for his business even after selling it, the story of City Cruises' Founder Gary, and his daughter Lucy, is steeped in emotional insight and invaluable wisdom.Join us as Gary and Lucy share their journey with City Cruises on this week's episode of It Runs In The Family!This episode covers:The delicate balance of personal relationships and business-first thinking family businessesThe journey of City Cruises from a small fuel barge to a booming tourism businessHow succession planning and an exit strategy looks in family firmsThe critical importance of clear family communication, and setting boundariesHow deeply intertwined personal identity can become with a family businessLucy Beckwithhttps://www.linkedin.com/in/lucy-beckwith-05b6b160/Liz Willingham: https://www.instagram.com/lizzielean/https://www.linkedin.com/in/liz-willingham-09273a3/Leila Willingham: https://www.instagram.com/leilawillingham/https://www.linkedin.com/in/leila-willingham-821530a1/

Welcome back, friend! Today, we have the privilege of being joined by Dr. Tracy Lynn. She went from $200 to building a $100M empire. In this episode of the 'Life Coach BFF Show', host Heather Pettey interviews the inspirational Dr. Traci Lynn, known for building a $100 million direct sales empire with her brand, Tracy Lynn Fashion Jewelry. Dr. Traci shares her journey of resilience and excellence, offering valuable advice for midlife women considering career changes or starting their own businesses. Key takeaways include starting with what you have, the importance of community, and the power of reinvention at any age. Tune in for practical support, spiritual growth, and motivation to chase your dreams. Connect with Dr. Traci Lynn: Instagram Youtube Big Dog Academy *Revive Menopause Retreats for Midlife Women: https://www.ourmidlifemoxie.com/reviveretreatsformidlifewomen   Revive Retreat: https://www.ourmidlifemoxie.com/reviveretreatsformidlifewomen   Connect with Host Heather Pettey: Email: Heather@HeatherPettey.com Website: WWW.HEATHERPETTEY.COM Speaker Request: Click here Instagram @HeatherPettey_ Facebook: @HeatherPettey1 Linkedin: @HeatherPettey Book: "Keep It Simple, Sarah" (Amazon bestseller) Facebook Group: @midlifemoxie Business Website: www.ourmidlifemoxie.com Don't forget to subscribe to the Life Coach BFF Show for more inspiring content and practical life advice! *Quick Disclaimer- Heather Pettey is a certified coach and not a therapist. Always seek the support of a therapist for clinical mental health issues.     00:00 Welcome to the Life Coach BFF Show 00:16 Introducing Dr. Tracy Lynn: The 100 Million Woman 00:59 Dr. Tracy Lynn's Journey to Success 03:25 Overcoming Challenges and Building a Movement 07:13 Pivotal Moments and Lessons Learned 11:18 The Role of Faith and Prophecy 15:11 The Business Lifecycle and Knowing When to Move On 20:33 Advice for Midlife Women and Entrepreneurs 30:04 Staying Connected and Final Thoughts 31:28 Reflecting on Key Takeaways

In this episode of The Tech Leader's Playbook, Avetis Antaplyan and Tony Safoian discuss the importance of storytelling in sales, the journey from immigrant roots to becoming an industry leader, and the balance between having a big heart and being ruthless in business. They explore the challenges of scaling a company, the significance of hiring exceptional talent, and the necessity of a strong sales culture. The discussion also touches on the differences between starting a business and scaling it, emphasizing the need for processes and documentation as a company grows. In this conversation, Avetis discusses the critical aspects of employee retention, the challenges of scaling service-focused businesses, and the importance of specialization in achieving growth. He emphasizes the need for businesses to adapt to market changes and innovate continuously while also highlighting the sacrifices required for genuine growth. Avetis shares insights on aligning stakeholders during exits and the essential leadership lessons he has learned throughout his career. Finally, he reflects on finding purpose after retirement and the importance of focusing on meaningful contributions. Takeaways Sales is fundamentally about storytelling. Exceptional salespeople are crucial for business success. Scaling a business requires a focus on talent acquisition. Sales culture can make or break a company. Documenting processes is vital as a company grows. Investing in top talent is necessary for success. Transparency in business decisions builds trust. Sharing success with employees fosters a positive culture. It's cheaper to keep existing customers and employees. Scaling service businesses is more challenging than tech. Specialization is key to growth in professional services. Listening to customers is vital for business expansion. Leadership is about sharing credit and taking blame. Growth requires sacrifices and hard work. Finding purpose after retirement is important. Chapters 00:00 The Power of Storytelling in Sales 05:05 Tony Safoian: From Immigrant Roots to Industry Leader 09:50 Balancing Heart and Ruthlessness in Business 15:07 The Journey from Zero to One vs. One to Ten 20:01 Scaling Challenges: Talent, Sales, and Processes 35:19 The Importance of Employee Retention 38:08 Scaling Service-Focused Businesses 41:06 The Power of Specialization 44:01 Navigating Market Changes and Innovations 52:08 The Sacrifices of Growth 54:32 Aligning Stakeholders During Exits 01:01:02 Leadership Lessons and Advice 01:07:40 Finding Purpose After Retirement Tony Safoian's Social Media Link: https://www.linkedin.com/in/safoian/ Resources and Links: https://www.hireclout.com https://www.podcast.hireclout.com https://www.linkedin.com/in/hirefasthireright

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – reconnects with Callan Family Office, speaking with Lisa Clifford and Jeff Getty, Co-Managing Directors of the company's Business & Transaction Advisory Practice. Following Callan Family Office's first podcast appearance, which introduced the company's unique approach to investment management and philanthropy, this episode explores the intricacies of Lisa and Jeff's specialized practice and the strategies they use to guide business owners through pivotal transitions. Listen in as Lisa and Jeff share their journey to Callan Family Office, explaining why they transitioned their practice and how it has flourished since. They discuss their focus on guiding business owners through various stages of the company lifecycle with tailored planning to achieve optimal tax outcomes during pre-sale, sale, and post-sale phases. Their "Tax Trilogy" framework addresses income, state, and transfer tax considerations while leveraging strategies like NIMCRUTs, CLATs, and INGs. Beyond technical strategies, Lisa and Jeff highlight the "soft side" of their practice, emphasizing the value of building strong client relationships and meeting them where they are in their journey. As the episode concludes, they offer practical advice on when business owners should engage advisors like themselves to ensure a successful exit strategy.

Companies can get distracted a lot when carrying out their strategy and vision, which often times leaves them vulnerable to losing market share to competitors and unexpected turns of events.Everything starts with strategic planning and that is also where the conversation begins for this episode featuring James Calver, a partner at fractional executive services provider TechCXO and multiple-time CEO in the health care and financial services industries.Growth-oriented mindsets are required for all companies, as Calver tells our Ross Wilkers. That also inevitably leads to acquisitions, of which Calver oversaw dozens throughout his long career and draws lessons from that he gives to other CEOs.The differences between management and leadership are also on the agenda, as is how to incorporate uncertainty into a plan and vision.

In this episode, I interview Chris Papin, a seasoned attorney and CPA who specializes in helping small businesses and entrepreneurs navigate their growth journey. Chris shares his expertise on both the strategic and operational sides of running a business, including the importance of understanding the lifecycle of your business, managing compliance, and the benefits of having a trusted advisor. We dive into practical examples of how Chris has guided clients through acquisitions and organic growth, emphasizing the importance of intentionality in decision-making.Show NotesGuest: Chris Papin, Attorney and CPA specializing in small business advisory.Key Topics Discussed:The dual role of law and finance in business growth.Navigating the lifecycle of a small business.The importance of compliance and strategic planning.Practical advice on acquisitions and organic growth.How intentionality and having the right advisors can transform your business.Where to Find Chris:Website: Papin CPALinkedIn: Chris Papin Mischa's Stuff!Join my Podcast guest speaking Masterclass: Register Now This Masterclass will teach you:How to speak with confidence and authenticity.How to find podcasts that attract your ideal audience.How to get booked without the hassle.Ideal for coaches, course creators, and heart-centered entrepreneurs who want to generate leads, customers, and sales in a genuine way.Join us and start your journey to becoming a podcast guest-speaking pro!Register Now For social Media: FaceBook - https://www.facebook.com/MrMischaLinkedIn - https://www.linkedin.com/in/mischaz/Subscribe and share with your business associates who could use a listen!

Business Success. It can mean so many things to so many different people.  In this episode, Roslyn Ranse of Travel Agent Achievers and her guest - Owen Cope, a business strategist and someone whom has been behind the scenes of many successful businesses helping the owners take the next steps discuss the business lifecycle.  They share insights on overcoming challenges, effective prioritisation, and the power of systemised team-building. They tackle common mistakes and reveal how to turn them into strengths through productising your services. Whether you're a seasoned travel business owner, a travelpreneur or just starting out in the travel industry, this episode is packed with strategies to propel your business to new heights. Don't forget to subscribe for resources, tools and access our programs at: https://travelagentachievers.com/.

Mark Johnson, CEO of Loyalty360, spoke with Mike LiBassi, Manager, Business Lifecycle & Retention at Verizon, about the value of brand partnerships, gathering Voice of Customer feedback through multiple channels, and how the Verizon Business Mastercard® enables the company to deliver a meaningful small business customer loyalty program.

Thank you for joining me on this next episode of the School For Small Business podcast!I am thrilled to bring you this episode with a concept I've had in mind since the start of this podcast! Today we are going to be talking about the different stages of business as an owner and how to grow and move through them. If you've received advice that didn't quite work for you from another successful business owner in the past, it's likely because you are both at different stages! Without giving too much away, here are the main points I'll be covering:• 3:27 - Identifying the 4 stages of business and their traits.• 12:41 - 3 things to focus on at each stage so you can get to the next level!I hope you enjoyed this episode, were able to identify yourself and use these tips to propel you forward!I  would also love to hear: what stage of business are you at and what are you focusing on currently? Shoot me a message on socials and let's chat! I'm delighted that you are putting in the work to grow your business and are always cheering you on! Staci's Links:Instagram. Website.The School for Small Business Podcast is a proud member of the Female Alliance Media. To learn more about Female Alliance Media and how they are elevating female voices or how they can support your show, visit femalealliancemedia.ca.Head over to my website https://www.stacimillard.com/ to grab your FREE copy of my Profit Playbook and receive 30 innovative ways you can add more profit to your business AND the first step towards implementing these ideas in your business!

Do you want to learn the 6 components of a 7 figure business? Everyone has a list of potential leads but if you are not actively making profit from each lead, that list becomes an expense. Today, Lamar teaches you part of the TSP Complete Business Lifecycle and how you can get customers and keep them. Retaining loyal customers is an essential skill that will increase your profits and help you reliably predict  future sales. If you're marketing to leads who have never engaged with you it might be time to be more strategic with who you're spending your marketing budget on.    If you're ready to increase sales and build a 7 figure business, listen now!   Want to keep up with Traffic Sales and Profit? Find details here:   ► Podcast: https://trafficsalesandprofit.com/podcast   ► Get your FREE Traffic Sales and Profit Book here https://freetspbook.com/tsp-book   ► Subscribe to the YouTube channel: https://youtube.com/trafficsalesandprofit   ► Upcoming Live Events: https://trafficsalesandprofit.com/events/   ► Join our FREE Traffic, Sales & Profit Facebook Group: https://www.facebook.com/groups/TrafficSalesProfit/   ► Follow us on Instagram: https://www.instagram.com/trafficsalesandprofit/   ► Follow Lamar on Instagram: https://www.instagram.com/lamartyler/ KEY TAKEAWAYS [00:00:00] The 6 components of a 7 figure business [00:01:50] You need to gather and capture leads [00:02:57] Engage in the sale [00:03:20] Re-engage unconverted leads [00:04:05] Eventually a long list becomes an expense    

Welcome back to In Good Companies! This season, we're exploring the forces shaping your business, inside and out—and to kick off Season Two, we've got a double whammy: inflation and interest rates.During COVID, the Federal Reserve cut its target range for the Federal Funds Rate to 0.00% to 0.25%. But now, in 2022, inflation has hit a 40-year high and interest rates are climbing again. In six short months, the Federal Funds Rate target range has risen steeply, from a range of 0% to 0.25%  to a range of 3.00% to 3.25%. High interest rates can have a substantial effect on businesses and consumers alike. So, how high will rates climb? And how long will they stay elevated?  One of the people best positioned to answer those questions is Dr. Lindsey Piegza, Chief Economist at Stifel: she's spent her career translating the economy to a broad audience. Together, we'll examine the relationship between interest and inflation, decode the Fed's monetary policy and explore why this inflation might be particularly stubborn.As always, we'll dig into what this means for you and your business: what indicators to pay attention to, how to adapt to a high-interest environment and why you should be especially cautious when inflation recedes.So join us! We've got your best interest at heart.Highlights: Why our economic situation is deceptive (3:40) Federal Funds Rate deep dive (6:20) The relationship between inflation and interest rates (8:22) Rate hikes in 2022 (9:09) How the Fed uses interest rates as a communication tool (10:51) What will drive the Fed's decision-making (12:29) The lag of monetary policy (14:09) What happens if inflation doesn't subside (16:13) The effects of a high-interest environment on small business (19:05) How inflation and interest affect consumer behavior (21:32) Why caution and adaptability will be key (22:50) Markets are cyclical (25:01) Links: Cadence Bank Website Cadence Bank Twitter Cadence Bank LinkedIn Dr. Lindsey Piegza LinkedIn Stifel Institutional Website Stifel Financial LinkedIn Federal Reserve –Summary of Economic Projections, September 2022 Gallup – Inflation Causing Hardship for Consumers Feedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producers, sheena.cochran@cadencebank.com or danielle.kernell@cadencebank.com.

I recently saw a mom of three kids chasing her toddler around while carrying a baby during her oldest son's baseball game. The experience took me back to the days of raising my now 10 and 13 year old boys, and the realization that they have really grown up and the way I parent and interact with them has taken a 180 turn. Not only have they changed, but so have I! And gosh, raising kids through the developmental stages of life is so much like raising a business. Who our business needs us to be when it's a baby business is dramatically different from its requirements as it matures. Today's Fierce Factor episode is all about raising a business to embrace the entrepreneurial experience.  And we will discuss this journey in 6 distinct phases.  We will talk about the key experiences during each stage, some of the challenges a business in each stage may be experiencing, and the exciting rewards that come with each stage of growth. Enjoy! Xo- Kaeli If you aren't sure if you have the tools in place to scale your business head over to our quiz at www.klcconsultants.com/quiz.  You can take this for free, fill out some information and answers to scenario-based questions to reveal if your business is at a stage of growth that will allow you to build a deeply satisfying business that will stand the test of time and maturation. We have created our programming at KLC in 3 distinct phases to walk you through these stages I shared in this episode. Follow the links below to learn more: Step 1 Blueprint- this is where we help you build the framework for where you would like to be positioned in the marketplace, identifying a gap, building your marketing strategy, and designing your proprietary method  - we do this through our Proprietary Aesthetic Method tool or via our PAM workshop Step 2 is Vision- this is where we help you define your mission, vision, and values. We help you build the confidence to scale, set boundaries, and learn how to show up as the CEO you are meant to be to cross the next million dollar milestone in your business.  Remember you can't parent your 13 year old like you did when she was 2.  We do this through our CTS program or Confidence to Scale 6 week business growth certification program Step 3 is Capability- Hand delivering the tools to bring your business along this journey of growth from infant to mature adult.  We break this step into 5 distinct milestones over one year in our 12 month comprehensive POP Leadership Academy where we will support you with the resources, guidance, and coaching, community, and empowerment to execute on your vision. PS- If you are even remotely considering what it might be like to work with me and my team in any of our programs please head over to klcconsultants.com and fill out a contact form application.  We will set up a call to make sure there is a fit.  If not, we will help steer you in the right direction to help you succeed in step with your own timeline and budget. Book a Strategy Call with Kaeli Join the KLC Consulting Mailing List The Fierce Factor Society on Facebook KLC Consulting Website Kaeli on Instagram Kaeli on LinkedIn

In today's episode of the Master Delegator podcast, I am joined by Branden Cobb to talk about the different stages of a business lifecycle, the best and worst ways to delegate, and his success in the marketing and real estate industry.S.T.A.R.S. (Stages of A Business Life Cycle)S (Startup) - This talks about the development of the brand's Why did the business owner do what they did. How did they do what they did, and What do they truly offer. his also includes the creation of foundational elements such as brand standards (Branding logo, palette, theme, rules) and system standards (team, plan, product, place, promotion, price, market).T  (Turn around) -  This stage of the cycle discusses the business's projections, such as the Leads Development Department. This stage is all about determining what works and what doesn't in the business and taking action that is more beneficial to the company.A  (Accelerated Growth) - This section involves the development of scalable systems and processes.  It is about taking and spending business profits or reinvesting them in areas where the business will continue to grow exponentially.R (Realignment) - This section specifically discusses managing people and their egos in the face of business changes. In addition, managing changes in processes and culture within the business.S (Sustaining success) - This stage is all about "not rocking the boat," or keeping the success steady and consistent. Maintaining the changes and all stages.About Branden CobbChris James is an organic content strategist and the founder of Content to Clients Consulting, with 16 years of sales and marketing experience. He also hosts a business podcast called "Organise."Connect With Branden  Here:LinkedIn: https://www.linkedin.com/in/brandencobb1/ Are you in need of any assistance? Are you tired and running out of time? It's time to start looking for a virtual assistant! Learn how to get your freedom and life back by visiting Smartvirtualassistants.comBe part of our Facebook community page for entrepreneurs who want to scale their service-based businesses to 6-7 figures.Also, feel free to download Smart Delegation, a quick and easy ebook that provides resources to help, empower, and equip you with the simple key strategy of delegation.If you do like hearing our podcast episodes, we do appreciate you showing your support by buying me a coffee at  https://www.buymeacoffee.com/kristyyoder 

You've worked your whole life to provide for your family, and you want to ensure they are taken care of after you're gone. But passing on that wealth can be nerve-wracking. An inheritance has the potential to alter lives and cause major tension. How can you set up your successors for success?That's where wealth transfer planning comes in. A successful wealth transfer plan passes on more than just wealth—it imparts core values, which help dictate how that money is used and gives inheritors the tools to thrive. The best plans educate inheritors over many years, and so we've invited a guest who has specialized in wealth transfer for many years: Felix Meneses, Senior Vice President and Dallas Market Executive for Cadence Bank's Trust and Asset Management.On our final episode of Season One, we'll cover the core financial values that you need to impart to your children, age-appropriate activities to instill those values, and how to structure your plan to reflect those principles. Felix will also share how to construct your team of advisors and how corporate governance can help you avoid family disputes.Join us as we finish out our season in style, transferring a wealth of knowledge to you!Highlights:●      What is wealth transfer? (2:39)●      Identifying priorities (4:19)●      Core values: Stewardship, Philanthropy, Entrepreneurship (6:05)●      How to talk to your kids about money (9:27)●      Age-appropriate financial education (11:14)●      Fun teaching activities for young kids (12:29)●      Wealth transfer structures (15:23)●      Keys to a good plan: A team of advisors (16:47)●      Keys to a good plan: Corporate governance structures (19:03)●      Creative ways to implement family corporate governance (20:44)●      Executing the plan (22:12)●      Inheritor responsibilities (23:41)●      The importance of communication (25:59) Links:●      Cadence Bank Website●      Cadence Bank Twitter●      Cadence Bank LinkedIn●      Felix Meneses LinkedIn●      Cadence Bank – Trust & Asset Management●      Cadence Bank – Wealth Empowerment Program●      Cadence Bank – Philanthropy ServicesFeedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producers, sheena.cochran@cadencebank.com or danielle.kernell@cadencebank.com. 

“Learning the Legal Business Lifecycle" Welcome to Episode 56 of the Entrepreneur Journey.  In this episode, Jeremy Streten and I discuss how he helps small businesses with legal matters. Jeremey and I also delve into how to protect intellectual property from theft as entrepreneurs. In the interview, Jeremy discusses: How small businesses can stay out of legal trouble. How entrepreneurs and small business owners can protect intellectual property. The legal business lifecycle. Secrets entrepreneurs miss when navigating legal waters. And More! Get in Touch with Jeremy! businesslegallifecycle.com/   Thanks for Tuning In! Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below! If you enjoyed this episode on Scaling Your Business Using SAAS please share it with your friends by using the social media buttons you see at the bottom of the post. Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Entrepreneur Journey!" And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.  Please leave a review right now:  https://podcasts.apple.com/us/podcast/entrepreneur-journey/id1559775221 Thanks for listening!

Those who've started a business know: the business is your baby. It takes love, patience and sleepless nights to get it on its feet. As it grows, you're so proud of it. But just like a child, there comes a time when you have to let the business go. And the hope is that you've prepared your business to function independently, without your guidance. Can your business survive without you? Can it thrive?Whether it's by design or unexpected, there will be a day when you're no longer able to run things as you once did. If you've prepared right, your business will be able to keep flourishing long after you've retired. But what does that preparation entail? It starts with a strong business succession plan, an area of expertise for our two guests on this episode: Ari Marin, Wealth Strategist at Cadence Bank, and Eric Priamo, founder and managing partner of Juniper Equity. Together we'll cover the key aspects of a business succession plan, like proper valuation provisions and operational redundancy, and how corporate governance structures can help you achieve those goals. Ari and Eric will also lead us through how to tackle the hard, emotional conversations that come with succession.So join us as we write a new chapter: for your business, your family, and you.Highlights: All the variables in a succession scenario (3:08) Why is succession planning critical? (4:49) What can happen if there isn't a plan in place (7:11) The biggest barrier to the planning process (10:24) How to avoid family drama when talking succession (12:28) The farmer, the cow, and the milk: Identifying your goals (15:52) How Ari starts a succession plan (16:56) Keys to a good plan: Proper valuation provisions (18:33) Keys to a good plan: Flexibility & Redundancy (20:17) The tax tail can't wag the dog (23:35) Defining corporate governance (24:54) How corporate governance helps you achieve your succession goals (28:18) How to empower your advisors (32:56) Links: Cadence Bank Website Cadence Bank Twitter Cadence Bank LinkedIn Juniper Equity Website Ari Marin LinkedIn Eric Priamo LinkedIn Cadence Bank – Business Succession Planning Feedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producers, sheena.cochran@cadencebank.com or danielle.kernell@cadencebank.com. 

An executive is a key player in a business of any size: someone who is able to balance the complexities of their industry with the needs of their company. They're someone with deep experience, who can lead a team and contribute to one. And they work tirelessly to make sure the business is positioned to succeed, both now and in the future. But who's doing that for the executive?As an executive, you'll have access to a much wider range of compensation packages, from equity to call options to variable performance-based bonuses. Your income will be greater and more diverse than the average Joe or Jane. You need a financial plan to match, and advisors skilled enough to adapt that plan as your career evolves. In fact, you'll need a team of people: CPAs, investment bankers, tax attorneys, estate lawyers. But most of all, you'll need an expert private banker to run the show. You need Mary Katherine Franklin, EVP and Director of Private Banking, and Jamie Burns, Regional Executive of Private Banking from the Cadence Private Banking leadership team. So that's who we've brought you!Think of it like a football team. The most important person on the field is your quarterback, who reads the defense, makes adjustments and gets their teammates the ball. That's your private banker. On this episode, Jamie and Mary Katherine talk about quarterbacking executive financial plans, how no plan is one-size-fits-all, and what you need to prepare to make sure you get the most out of the process. So, join our all-pro squad as we perfectly execute the executive financial plan.Highlights: What is private banking? (2:21) What's different about executives? (4:04) The importance of a good game plan (7:45) The sooner, the better, but it's never too late! (9:16) Creating a personal financial statement (10:26) Coordinating the team of advisors (12:47) Everything is customizable (14:58) Be organized (15:42) Don't hold back (16:24) Are you getting the attention you deserve? (19:05) Things change—your plan should too (22:11) Links: Cadence Bank Website Cadence Bank Twitter Cadence Bank LinkedIn Mary Katherine Franklin LinkedIn Jamie Burns LinkedIn Cadence Bank – Wealth Management Services – Individuals & Families Cadence Bank – Wealth Management Insights Feedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producers, sheena.cochran@cadencebank.com or danielle.kernell@cadencebank.com. 

You poured your heart and soul into making your business the best that it can be. Now that you're ready to move on, you deserve a return that reflects all that hard work. But the process of selling a business is complicated: where do you find the right person to buy it, and how do you agree on a fair price? To complicate matters, for most business owners, this will be the first and last time they conduct a transaction of this magnitude. So, it's important to get the advice of people who have been there before. BJ Green sees all sorts of sales from his role as Cadence Bank's Georgia Commercial Banking Executive. As for Mark Loeffler, Co-Founder and Managing Director of boutique investment bank VRA Partners, his job is to actually run these sales processes for small and mid-sized businesses. Together, they have a wealth of knowledge on valuations, mergers, and acquisitions—what BJ calls: “The Art of the Possible.” So, if midsize M&A is an art, consider these two da Vinci and Michaelangelo. On this episode, we'll cover the timeline and steps of the M&A process, ways to improve your valuation, and how to find the right partners. You'll learn how to identify your objectives, navigate your team through a sales process and keep your business humming during it all. So, let's merge our experiences and acquire some new knowledge on the art of selling a business. Highlights: What are your goals in selling the business? (3:55) How to handle unsolicited offers (5:59) Valuation: what goes into it (9:05) Why valuations are currently high (12:41) “The secret sauce”: What makes a company attractive to buyers (14:34) How preparation can improve your company's value (15:58) Think like a buyer (18:47) A sale is a team effort (19:11) M&A is really creating a new partnership (24:39) Sale timeline and process (26:11) Managing your business during a sale (31:19) Give yourself a head start (35:30) Links:·       Cadence Bank Website·       Cadence Bank Twitter·       Cadence Bank LinkedIn·       BJ Green LinkedIn·       VRA Partners Website·       Mark Loeffler LinkedIn       Feedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producers, sheena.cochran@cadencebank.com or danielle.kernell@cadencebank.com 

Summary:COVID-19 has caused unprecedented business disruption over the past several years. Businesses had to implement essential health and safety protocols, shift to virtual, navigate changing regulations, and try to reach customers whose lives were equally upended. Everyone has struggled to find balance, and many businesses had to close their doors permanently. Though we hopefully won't see another pandemic in our lifetimes, there's a lot to learn from COVID-19. Today we talk to two very different businesses who found ways to successfully navigate the pandemic. Wildwood Electronics, a women-owned contractor for NASA and the Department of Defense, was deemed an essential business and had to keep their employees safe while staying open. Phase Three Star, a fast-food franchisor with more than 80 restaurants, pivoted their whole service model to protect employees and keep serving customers. Both companies used similar grit and leadership to survive. Today, we dive into the decisions they made to keep their businesses afloat.Lori Underwood is the vice president of Wildwood Electronics. She details the creative ways that Wildwood emphasized employee safety and security. Jack Kemp, CEO of Phase Three Star, is an Army veteran and graduate of Harvard Business School. He shares the relationships he leaned on the most, and how he stopped being reactive and started being proactive. They're joined by their dedicated Cadence bankers, Robert Curtis, North Alabama market executive, and Dan Holland, executive vice president of restaurant banking, who guided them and many others through these difficult years. All of them stress the importance of listening and communicating—with employees, partners, vendors and customers.COVID-19 also accelerated trends amongst these businesses and forced them to implement future solutions to solve current problems. We'll hear from Lori and Jack about how much their companies have changed since 2020, and how they're using strategies they've learned in the pandemic to achieve success out of it.So, join us for this masterclass in crisis management to hear from people whose expertise was proven through the gauntlet of the past two years. That way, you'll be prepared for the next crisis that hits your business, even if it isn't on a global scale.Highlights: How Jack & Lori dealt with pandemic uncertainty (9:07) Be decisive (10:17) Survival is a team effort (11:49) The importance of vendors who understand your business (15:05) PPP & using every resource at your disposal (16:09) Leveraging existing relationships (18:09) Communication is critical (19:43) Surviving is a win (24:35) The new normal (26:19) Robert and Dan on how companies have become more resilient (29:25) Links: Cadence Bank Website Cadence Bank Twitter Cadence Bank LinkedIn Phase Three Star Website Jack Kemp LinkedIn Wildwood Electronics Website Lori Underwood LinkedIn Robert Curtis LinkedIn Dan Holland LinkedIn Cadence Bank PPP Page Feedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producers, sheena.cochran@cadencebank.com or danielle.kernell@cadencebank.com  

Diversity, equity, inclusion—these are fundamental ideals. Everybody can agree that it's good to be diverse, equitable and inclusive. But if you don't have the right plan, they can fall short of expectations. Plenty of companies have made commitments to DE&I in the past two years, but without a full understanding of both the benefits and challenges of the work, you might find yourself right back where you started. So, what is diversity, equity and inclusion? Why is it needed? And what does it mean for your organization specifically?Myra Caldwell and Tori Farmer have firsthand experience answering these questions. Myra is Cadence Bank's Chief Diversity Officer, and along with Tori, Executive Director of Diversity, Equity & Inclusion at KPMG, she's crafted and helmed Cadence's DE&I strategy over the past 18 months. Myra and Tori are here to share how you can implement a plan specific to your business, no matter how big. Because your employees, suppliers, customers and partners are experiencing your culture every day, whether you have a plan or not. And when you work hard to intentionally change things for the better, those benefits can be felt across the board.Myra and her team have not only created distinct programs to educate and uplift coworkers and community members, they've forged a culture where everyone is moving together towards a common purpose. But it didn't happen overnight. Together we'll show you how to evaluate your business, set up measurable goals, and have the hard, necessary conversations that this work entails. Plus, we'll share how Cadence has progressed and reassessed on its DE&I journey—how far we've come and how far there still is to go. One company isn't going to solve the problem, but, together, we can move the needle towards a more just, accepting world.Highlights: How Tori Farmer defines DE&I (5:13) The business case for DE&I (10:15) Where to start with implementing equitable practices (12:24) How Cadence assessed itself and found a starting point (16:08) Can you make changes if your business is small? (19:09) The Cadence DE&I programs (25:26) How to extend your efforts beyond your workplace and into the community (28:47) DE&I and The Great Resignation (30:35) Trusting the Process (33:50) The Gift of Imperfection (35:43) Links: Cadence Bank Website Cadence Bank Twitter Cadence Bank LinkedIn Myra Caldwell LinkedIn Tori Farmer LinkedIn KPMG – DE&I Homepage Cadence Bank Diversity & Inclusion Statement Our Stories Cadence Bank Corporate Social Responsibility Statement Cadence Bank Supplier Diversity Program Feedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producer, sheena.cochran@cadencebank.com or danielle.kernell@cadencebank.com.

You've probably got a security system for your building, with locks on your doors and safes for your important documents. But criminals don't just try to take what's in your cash register anymore. As the world shifts increasingly online, there are more and more opportunities for fraudsters and cybercriminals to intercept your money and data. And it takes more than anti-virus software to keep yourself safe. But your specialty isn't cloud computing, it's your business. So how do you keep up with the ever-changing world of cybersecurity?Fortunately, there are people like Lori Johnson and Tracy Dalton, from the Treasury Management Team at Cadence Bank. They make it their business to keep up with trends in cybercrime so they can best protect their clients. Through their work with a broad range of customers, they see companies' most commonly-targeted weak points; and they're not what you'd suspect. Cybercrime can be devastating, and nobody is completely safe. Companies of all sizes are targeted, and breaches can cause loss of consumer confidence, in addition to whatever is stolen. Lori and Tracy will escort us through the dangerous underbelly of fraud as we talk the size of the threat, cybersecurity best practices, and how to get employee buy-in. So keep your head on a swivel and listen to our cyber self-defense class!Highlights: The types of threats you can face (3:06) How many businesses are affected? (6:40) How to evaluate your current security setup (9:04) A great model for cybersecurity (11:54) The importance of educating your employees (12:40) Creating internal controls (13:58) Cybersecurity tools offered by your bank (15:40) Positive Pay & ACH Positive Pay (16:43) Constant vigilance (19:29) Links: Cadence Bank Website Cadence Bank Twitter Cadence Bank LinkedIn Lori Johnson LinkedIn Tracy Dalton LinkedIn Cadence Bank Business Fraud Knowledge Center Feedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producer, sheena.cochran@cadencebank.com

Jeremy Streten has worked with over 5000 clients throughout his career and documented when they had success and when they faced pitfalls legally. He talks about those from start up to exit strategy with 13 distinct business lifecycles. This is all laid out in his book The Business Legal Lifecycle.  Jeremy shares how some businesses, not wanting to spend legal fees, lose large sums of money well beyond what they would have paid for legal counsel. That inactivity is comparable to the antiquated notion that legal services are a liability rather than an asset. By investing in legal services and advice, the proactiveness protects your business and saves future fees in potential litigation or disputes with things like client or employee agreements.  Listeners have an opportunity to take a 10-minute assessment that identifies where you are in your business lifecycle and your legal risks. This report can be taken to your attorney, and if you don't have one, you can use the attorney referral tool on his website.

In this episode, Maureen shares the metrics, strategies and tactics businesses should focus on depending on their lifecycle stage. What we discussed: Maureen's Entrepreneurial journey; The number one thing entrepreneurs need to understand before looking at data; Doing the work that no one wants to do; Numbers that you need to keep your eyes on; Main focus for businesses in emerging stage; Main focus for growth stage; Systemizing for scaling stage; Why some businesses don't reach the scaling stage; Why impatience can kill dreams

Highlights: What is (and isn't) “the economy” (1:53) Is inflation bad? (4:31) How healthy is our economy (7:32) What's different about our current economy than previous ones (9:21) Who's in charge of economic policy (10:57) Explaining federal interest rates (13:53) Quick and dirty quantitative easing (16:02) How the Fed responded to COVID (20:19) Understanding how economic policy will affect your business (25:21) Economic policy and the business lifecycle (27:50) Links: Cadence Bank Website Cadence Bank Twitter Cadence Bank LinkedIn Tell Alessio LinkedIn Cadence Bank – Wealth Management Insights Feedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producer, andrew@lowerstreet.co

Highlights: The definition of disruption (2:42) How to enter the market as a disruptive company (4:48) How to defend your business against disruption (7:38) What banks are doing to adapt to evolving technology (12:13) What is alternative lending (15:55) What makes an alternative loan different (18:39) Where do alternative lenders get their money (21:19) The pros and cons of using an alternative lender (23:03) Conducting due diligence as a borrower (27:01) Links: Cadence Bank Website Cadence Bank Twitter Cadence Bank LinkedIn Cadence Bank – Personal Loans & Lines of Credit Cadence Bank – Commercial Loans  Feedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producer, andrew@lowerstreet.co

Starting a new business is one of the most exciting and nerve-wracking moments in a person's life. The stakes are high: depending on your situation, your whole net worth could be on the line. So how can you make sure that you're in a position to succeed? On this episode of In Good Companies, we're talking business beginnings—the things you can do to prepare for what's ahead. Guests Alan Thomes (Managing Director of SBA Banking, Cadence Bank) and Allan Adams (State Director, University of Georgia SBDC) join us to discuss bulletproof business plans, funding options, and developing relationships with key stakeholders. Together, we'll uncover key resources, like expert consultation (for free!) from the Small Business Development Center and low-risk loans through the Small Business Administration. You'll learn who you need to talk to and how to avoid the pitfalls of overexcited entrepreneurship. Business isn't a sprint, it's a marathon—and nobody rolls out of bed and runs a marathon without training. Preparation is essential and the more prepared you are, the more confidence you'll have as issues arise. So let us guide you to the starting line, and when the bell rings and you open your doors, you'll be ready.       Highlights: The dangers of overexcited entrepreneurship (2:07) Doing your homework (5:41) How the SBDC helps entrepreneurs (7:10) Crafting a business plan (11:09) The 5 C's of Credit (12:11) How a solid business plan can open doors (14:19) Funding options (15:22) Introduction to the SBA and 7a Loans (18:24) Why you need to create a relationship with your lender (22:51) Think of your bank as a partner (24:43) Links: Cadence Bank Website Cadence Bank Twitter Cadence Bank LinkedIn Cadence Bank – SBA Loans Small Business Administration Website SBDC (Small Business Development Center) Website University of Georgia SBDC Website University of Georgia SBDC Twitter Allan Adams LinkedIn  Alan Thomes LinkedIn  Feedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producer, andrew@lowerstreet.co

Introducing In Good Companies, launching October 2021.

The success, or failure, of any organization depends on its ability to meet the challenges presented by growth and change, and to make healthy transitions from one stage of development to the next. But in order to do this you need to know where your business is in the business lifecycle? Show highlights include: One of the biggest mistakes new founders make when starting their business that forever stunts their growth (3:43)  The insidious way success seduces you into making lethal business mistakes (5:14)  How the “Founder's Trap” prevents most construction companies from reaching their full potential (and how to avoid the “Founder's Trap”) (11:21)  The weird way managing a company with a laundry list of problems that can tank your business is easier than managing a successful company (12:22)  Why having too many meetings in your construction business may be a sign your company's heading towards a slow death (15:36)  If you'd like to take a business LifeCycle Assessment so you know exactly where your business is at, you can take a quick quiz at https://corplife.com and diagnose your symptoms.  To get the most out of this podcast, head over to https://buildernuggets.com and join our active community of like-minded builders and remodelers.

Topic: Resilience Through Business Lifecycle Changes What business lifecycle stage are you experiencing? Welcome to season six of the 15{ish} MINUTE COFFEE CHAT - where business owners and entrepreneurs share best practices. Every business ebbs and flows with scaling up or scaling down. Join hosts Selena of Hauoli Socially Inspired and Anna of NomadAbout with Jennifer Ballou, Jennifer Ballou Wellness to talk about resilience through business lifecycle changes. Connect + Laugh + Inspire Watch Our Live Episode here on YouTube: https://www.youtube.com/watch?v=4GCT90Y91pA Toolkit: You So Fly Affirmation Guide & Spotify Playlist: https://annaandselena.com/our-resources/ Find Jennifer: https://www.linkedin.com/in/jenniferballou/ www.jenniferballou.com www.facebook.com/jenniferballouwellness www.instagram.com/jenniferballouwellness ______ Find Anna: www.nomadabout.com www.facebook.com/iamnomadabout www.instagram.com/iamnomadabout Linkedin: https://www.linkedin.com/in/annadlarson/ _______ Find Selena: www.thehauoli.com www.facebook.com/thehauoli www.instagram.com/thehauoli Linkedin: https://www.linkedin.com/in/selena-conmackie/ --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/selena-conmackie/support

As your business ages from infancy, into a growth stage and then eventually maturity - the concept of reinvesting into the business needs to be addressed from different angles. While this podcast takes a broad approach, if you're in need of a specific reinvestment strategy for your microgym, hit me on Instagram @wtfgymtalk, and let's talk! --- Send in a voice message: https://anchor.fm/wtfgymtalk/message

A great conversation with Jurgen Appelo about the future of Agile About Jurgen As a serial founder, successful entrepreneur, author, and speaker, I am pioneering in the areas of agility, innovation, leadership, and customer experience. I offer talks, webinars, and concrete games, tools, and practices to help creative organizations survive and thrive in the 21st century. I call myself a creative networker. But sometimes I am a writer, speaker, trainer, entrepreneur, painter, manager, blogger, reader, dreamer, leader, freethinker, or… Dutch guy. Inc.com has called me a Top 50 Leadership Expert and a Top 100 Great Leadership Speaker. Since 2008, I write a blog at NOOP.NL, offering ideas on the creative economy, agile leadership, organizational change, and personal development. And I work with my teams at Happy Melly, Shiftup, and Mind Settlers on a daily basis. I am the author of the book Management 3.0, which describes the role of the manager in agile organizations. I wrote the little book How to Change the World, which describes a supermodel for change management. My book Managing for Happiness offers you practical ideas to engage workers, improve work, and delight clients. And finally, Startup Scaleup Screwup offers dozens of practices for teams working on new product development. LinkedIn profile : https://www.linkedin.com/in/jurgenappelo/ A few useful links: Book Startup, Scaleup, Screwup: 42 Tools to Accelerate Lean and Agilehttps://www.amazon.ca/Startup-Scaleup-Screwup-Accelerate-Business-ebook/dp/B07QQ3F9QJ The 10 Stages of the Business Lifecycle https://www.slideshare.net/ShiftupWork/the-10-stages-of-the-business-lifecycle-by-jurgen-appelo

A great conversation with Jurgen Appelo on the Innovation Vortex About Jurgen As a serial founder, successful entrepreneur, author, and speaker, I am pioneering in the areas of agility, innovation, leadership, and customer experience. I offer talks, webinars, and concrete games, tools, and practices to help creative organizations survive and thrive in the 21st century. I call myself a creative networker. But sometimes I am a writer, speaker, trainer, entrepreneur, painter, manager, blogger, reader, dreamer, leader, freethinker, or… Dutch guy. Inc.com has called me a Top 50 Leadership Expert and a Top 100 Great Leadership Speaker. Since 2008, I write a blog at NOOP.NL, offering ideas on the creative economy, agile leadership, organizational change, and personal development. And I work with my teams at Happy Melly, Shiftup, and Mind Settlers on a daily basis. I am the author of the book Management 3.0, which describes the role of the manager in agile organizations. I wrote the little book How to Change the World, which describes a supermodel for change management. My book Managing for Happiness offers you practical ideas to engage workers, improve work, and delight clients. And finally, Startup Scaleup Screwup offers dozens of practices for teams working on new product development. LinkedIn profile : https://www.linkedin.com/in/jurgenappelo/ A few useful links: Book Startup, Scaleup, Screwup: 42 Tools to Accelerate Lean and Agilehttps://www.amazon.ca/Startup-Scaleup-Screwup-Accelerate-Business-ebook/dp/B07QQ3F9QJ The 10 Stages of the Business Lifecycle https://www.slideshare.net/ShiftupWork/the-10-stages-of-the-business-lifecycle-by-jurgen-appelo

Michele and Colleen dive into striking a balance between business, founder, and lifestyle fit, and the trade-offs of running your own business versus working for someone else.

In today’s episode, find out what are the technology and platforms for different stages of business.  Show notes and important links at https://tashcorbin.com/188

Series 1 Episode 5 The Business Life Cycle In this episode of The Business Life Cycle, Patrick Lauruol talks about focusing on where you are at and taking the appropriate actions to grow your business. Start-ups focus on getting customers, serving customers and finding customers. The cycle revolves and before you know it, growth happens! If you are a new listener to Financing Start Up Enterprise, we would love to hear from you! Please visit us at www.fsue.co.uk and let us know how we can help you. In this episode, we discuss: · SEED Stage · Start-Up Stage · Growth Stage · Decline Stage Follow our Podcast: anchor.fm/financing-enterprise On Twitter: @FinStartUpEnt www.fsue.co.uk Follow Patrick Lauruol: patrick@piratestartups.com https://piratestartups.com https://www.linkedin.com/in/patricklauruol/ In this episode, we mentioned the following resources: · Resources from https://piratestartups.com o The Business Lifecycle

Most businesses follow a fairly predictable life cycle. If you know the different business stages in the life cycle you can make better decisions and enjoy your successes that little bit more. Or to put it another way, you will know when to panic and when to celebrate.

Have you ever wondered what it's really like to run a cake business? In today's episode, I'm answering a beautiful and fascinating question from one of the podcast listeners. She wanted to know what kept me in my business for ten years, why I continued with it, and why I decided that it was time to end it. She also asked me about what the process of ending the business entailed. This was really interesting for me because I've never talked about what it was like to run my business before, nor about the life-cycle of the business and how it all went down. So listen in! I really hope that you will be inspired by this topic! My business was called Three Sweeties and I really loved it! People kept telling me that the things I made were really amazing and I would make a fortune selling them. So I started my business from home, part-time and completely illegally, because even though I had a bit knowledge about food safety and things like having to register my kitchen, from being a chef, I was still totally clueless about how to actually run a business. So although I was unbelievably excited to start the business, I was unsure about its future and where it was going. And I did some really silly things in the beginning, but I learned a lot as I went on. Tune in today, to get my personal account of what life was like for me throughout the life cycle of my business.  Show Highlights: Coming to realize that I didn't want to work from home and renting a commercial kitchen, not too far from where I lived.  Getting things legal. I was figuring things out as I went along. Anytime anybody asked me for anything I just blurted stuff out and hoped for the best. Moving to the next stage of the business where I was cheffing a lot less. I started to get clear about wanting to grow the business and what I needed, for that to happen. I became clear about what the business was, and also that I would want to sell it one day. I became really clear about the products I wanted to make. The point at which I grew out of the commercial kitchen. The final stage, before selling the business, was moving to a storefront, or a cake studio, where people could walk in. I gave up cheffing completely when I moved to the storefront. Moving to the storefront allowed me to start teaching, and explore a whole lot of other business opportunities. How the move to the storefront really skyrocketed my business. About my $100, three-hour How To Run A Cake Business class. Why I wanted to sell the business by the time I turned forty. I decided to become a salaried blogger for six months, to see if it would work out.  I left the business when things were going well but not brilliantly. Some interesting things that happened in the life-cycle of that business. Why I stuck with the business for ten years. It was very hard to fight the intellectual excitement that I got from the blog. The industry started to get really crowded. I started having intrusive thoughts about the business. It was really hard to leave Three Sweeties. Links: Podcast mentioned: Invisibilia (The Secret History of Thoughts) https://www.npr.org/programs/invisibilia/375927143/the-secret-history-of-thoughts Email me at michelle@thebizofbaking.com Remember that you're more than welcome to email or pm me on the social media channels to suggest a topic you'd like to hear about or someone you'd to be interviewed for the podcast. I'd really be happy to have your suggestions. See omnystudio.com/listener for privacy information.

In Part Five of our business series, Eddie Senatore secures your company’s future in its final Maturity phase. Key takeaways: Lifestyle decisions Marketplace transformations and stagnation, and Succession planning Full show notes: http://www.eddiesenatore.com/

In Part Four of our business series, Eddie Senatore readies your company for three critical issues in its Expansion phase. Key takeaways: Expanding geographically Managing everything, and Carving out time to get it right Full show notes: http://www.eddiesenatore.com/

In Part Three of our business series, Eddie Senatore prepares us for three issues for companies in their Growth phase. Key takeaways: Controlling sales Watching out for overtrading and Supply of inputs Full show notes: http://www.eddiesenatore.com/

In Part Two of our business series, Eddie Senatore prepares us for four challenges for companies in their Survival phase. Key takeaways: Controlling costs. Building an internal information system. Differentiating yourself in the market; and Avoiding overtrading Full show notes: https://www.eddiesenatore.com/podcasts/

In Part One of our multipart business series, Eddie Senatore goes over four major challenges for companies in their startup phase. Key takeaways: Going from zero to sales Managing the workflow properly Watching cash flow is key, and Always keep your financial planning in mind. Full show notes: http://www.eddiesenatore.com/

In this episode, we chat about the 5 stages of your business lifecycle. We help you understand where you are in your entrepreneurial journey (so you don't feel alone) and you can move to the next stage with intention and better knowledge for goal-setting. Heads up, we’re also sharing some big news about the podcast, so tune in! -- This episode was brought to by Subscription Boss, where we combine our product-based expertise with Cratejoy's mega visibility to help turn you into a successful subscription box biz owner with reoccurring revenue and more sales. For free! Get more info at: www.theproductboss.com/cratejoy

A telecom business made him traditionally successful. Then Graham started to examine what success really meant. So the transition from being a CEO to just a guy with a backpack began. His family slowly scaled down their lives and started traveling the globe. Now he enjoys Zen-like moments around the world. Our next guest, Graham … Continue reading "Graham Brown: Learning the Business Lifecycle and Fitting it into Your Traveling Lifestyle" The post Graham Brown: Learning the Business Lifecycle and Fitting it into Your Traveling Lifestyle appeared first on The Blog of Ian Robinson.

The post Graham Brown: Learning the Business Lifecycle and Fitting it into Your Traveling Lifestyle appeared first on The Blog of Ian Robinson.

This is the continuation of Podcast Episode #23. My conversation with Charlie went so long, that I had to break it up into two episodes. That’s never happened before! I think you’ll agree that Charlie was well worth two episodes. Enjoy! Resources from this Episode: The Small Business Lifecycle at Amazon.com (affiliate link) Productive Flourishing […] The post 024: Charlie Gilkey of Productive Flourishing | How to Understand the Small Business Lifecycle [Part 2 of 2] appeared first on Smart Business Revolution.

Charlie Gilkey is a man of many talents and titles: soldier, philosopher, trainer, consultant, coach… and now author. The former U.S. Army logistics officer is the creator of Productive Flourishing, his online homebase where he shares his wisdom on how to build lasting and enduring businesses. He is perhaps most well known as a coach […] The post 023: Charlie Gilkey of Productive Flourishing | How to Understand the Small Business Lifecycle [Part 1 of 2] appeared first on Smart Business Revolution.

[Legacy post: Small Business Talent] Are you ready to grow your small business? My guest is here to help! Charlie Gilkey is a highly successful entrepreneur, and a well-respected speaker and advisor on small business growth and business strategy. Charlie has recently written an important book. I consider it to be a must-read for every […] The post Charlie Gilkey on His New Book: The Small Business Lifecycle appeared first on Smart Solo Business.