Podcasts about business transition

In this conversation, Stephen S. interviews Jon Moffitt, who shares his extensive experience in real estate entrepreneurship, focusing on the importance of ownership, value creation, and business transition. Jon discusses his value framework, the significance of real estate in business operations, common pitfalls for business owners, and the necessity of building a supportive community. He emphasizes the need for standard operating procedures and the importance of evaluating business value for successful transitions.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, our guest explores AI's impact on e-commerce, from voice search to prompt engineering, revealing strategies to future-proof your Amazon and online retail success. Andrew Bell, a thought leader in AI and e-commerce, takes us on his remarkable journey from studying ancient Greek and preaching to becoming a leading voice in the intersection of AI and online retail. He shares personal stories, including the influence of his late grandfather, a top contract negotiator, and his wife's inspiring story of being adopted from Ethiopia and launching a business that supports her orphanage. Andrew's insights into the e-commerce world reveal his strategic role in the growth of brands like Touch of Class on Amazon and his tenure as the Amazon lead for the National Fire Protection Association, where he champions the representation of vital safety standards. Explore the evolving landscape of AI in e-commerce, where image generation and large language models redefine user experience. Andrew shares success stories stemming from industry networking, illustrating how connections at conferences can lead to collaborations featured in prestigious outlets like Forbes. With an eye on the future, Andrew and I discuss emerging trends, such as the shift towards remote work and the decline of traditional keyword optimization. The conversation unveils new strategies like Omni Search Optimization and the rise of voice search, underlining the transformative role of AI in shaping the future of search and branding. Join us as we delve into the intricacies of AI-assisted tasks, where prompt engineering and multimodal strategies are revolutionizing human capabilities. Andrew emphasizes AI's potential to enhance rather than replace human skills, allowing for greater creativity and specialization. The discussion highlights innovative uses of AI, such as personalized recommendations and problem-solving via personality type consultations. By mastering AI technologies, businesses can optimize operations and scale efficiency, turning AI into a pivotal tool for growth and creativity in the digital age. In episode 448 of the AM/PM Podcast, Kevin and Andrew discuss: 00:00 - AI in E-Commerce With Andrew Bell 05:01 - Learning Amazon Selling With Freedom Ticket  09:21 - Tech Innovations Discussed in Conversation 11:44 - Business Transition to Amazon Lead Role 18:08 - Remote Work Career Shift and Creativity 18:23 - Emerging Trends in E-Commerce Optimization 22:01 - Omni Search Optimization Paradigm 28:02 - Answer vs Generative Engine Optimization 31:07 - Voice Search in E-Commerce Future 35:40 - Voice Search and Productivity Implications 36:01 - Optimizing AI Prompting Strategies 43:59 - Role of Agents in E-Commerce 44:48 - Augmenting Skills With AI Technology 48:07 - Personalized Knee Brace Recommendations Using AI 51:55 - Debates on AI Adoption in E-commerce Businesses 57:16 - Kevin King's Words of Wisdom

In this episode of the Real Estate Pros podcast, host Dylan Silver speaks with Aaron Porter and Chris Thomas, co-founders of AI Land Dealz, about their journey from medical device sales to successful land wholesaling. They discuss their initial foray into real estate, the strategies they employed to secure land deals, and the importance of marketing and seller relationships. The conversation also touches on the innovative software they developed to help land investors identify profitable markets based on assessed and market values.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Feeling stuck or craving a change in your business? In this episode, we're diving into the art of the pivot — from spotting the 6 signs it's time for a shift to 3 strategies for making it a smooth transition. Whether you're feeling burnt out, uninspired, or ready for a fresh start, we're sharing practical steps to help you navigate what's next with confidence. In between a big decision? Need advice? Drop a voice message and we'll answer it live on the podcast. Or submit a written question here if voice notes aren't your thing. //@inbetween.pod//@astridjohanaphoto//@alexisteichmiller

If you've been listening to the podcast recently, you must have asked yourself, "where did Mike Jackness go?".  Today, he's on the podcast to talk about his journey from running multiple e-commerce brands to transitioning out of the industry.   Struggling with tariffs? Unsure about upcoming changes? Let's talk! With Portless, you only pay tariffs after your customers pay you – so your cash always moves faster than your costs. Schedule a risk assessment and leverage tariff deferment today. All new customers get $1,000 to reinvest in their business.   Timestamps 00:00 - The Journey of Mike Jackness 02:32 - Transitioning from E-commerce to New Ventures 04:03 - The Impact of Amazon and Tariffs on E-commerce 12:01 - The Future of E-commerce and Emerging Opportunities   As always, if you have any questions or anything that you need help with, leave a comment down below if you're interested.  Don't forget to leave us a review on iTunes if you enjoy our content.   Thanks for listening! Until next time, happy selling!

In this episode of The Retirement Fiduciary Podcast, host Adam Koós interviews Sharad Mehta, the Founder and CEO of REsimpli, a revolutionary real estate software platform. Sharad shares his remarkable journey from working as an accountant to becoming a successful real estate investor and entrepreneur. After flipping over 800 properties and managing a portfolio of 60 free-and-clear rental units, Sharad realized the need for a more efficient way to run his business. This insight led him to develop REsimpli, an all-in-one software solution designed to streamline real estate investing by integrating marketing, lead management, accounting, and more. Sharad and Adam discuss the challenges of scaling a real estate business, the importance of building strong relationships, and why maintaining consistency is the secret to long-term success. Sharad also explains his philosophy of paying off properties instead of leveraging them, his preference for simple, repeatable systems, and how consistency in marketing efforts has been key to his success. Whether you're an aspiring investor or a seasoned pro, this episode provides valuable insights into scaling, systematizing, and maintaining profitability in real estate. Plus, Sharad explains why REsimpli has become an indispensable tool for real estate professionals nationwide.   Episode Highlights:   00:00 Welcome to The Retirement Fiduciary Podcast 00:28 Introducing Sharad Mehta: From Frustration to Innovation 01:30 The Journey to Real Estate Investing 03:21 Building a Real Estate Empire 03:30 Creating REsimpli: Solving Business Inefficiencies 06:01 Flipping Houses and Managing Rentals 14:03 Scaling the Business with Systems and Processes 18:24 Analyzing Property Investments 18:34 The Role of Agents and Contractors 20:32 Building Trust and Relationships 21:26 Challenges in Property Management 22:11 Introducing REsimpli: A Turnkey Solution 24:27 Consistency: The Key to Success 29:16 Navigating High Interest Rates 31:23 The Numbers Game in Real Estate 33:36 Conclusion and Contact Information Connect with Sharad Mehta and REsimpli: Website: REsimpli WebsiteFacebook: REsimpli FacebookLinkedIn: Sharad Mehta on LinkedInInstagram: REsimpli InstagramTwitter: REsimpli TwitterYouTube: REsimpli YouTube Channel More Resources from Libertas and Adam Koós Click below to check out The Retirement Fiduciary Podcast (both video and audio available!): https://www.libertaswealth.com/podcasts/   …and CLICK BELOW to subscribe to The Retirement Fiduciary Podcast on Apple!:  https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148   Click below for Stock Market Updates SCREENCASTS: https://www.libertaswealth.com/educational-videos/   Check out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/in-the-media/   Click below to READ more Educational ARTICLES: https://www.libertaswealth.com/educational-articles/   For more information on how to sell your company, and other Business Transition and Exit Planning education, head over to: https://www.elevateandexit.com   For more Real-Time Updates on the Economy and State of the Markets, Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoos   Or follow Adam and Libertas Wealth on Social Media: Facebook: https://facebook.com/libertaswealth Instagram: https://www.instagram.com/libertas.wealth Threads: https://www.threads.com/@libertas.wealth LinkedIn: https://www.linkedin.com/company/libertas-wealth Twitter: https://x.com/LibertasWMTiktok: https://www.tiktok.com/@libertaswealthmanagement   Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com www.libertaswealth.com (614) 543-1350 ---   Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He's been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America's top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.     *******   The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning.  While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio.  If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA's, as well as cash balance and other various retirement plans).   

Cultivating Presence in Pivots   Episode #154   Welcome back to The Creative Soulpreneur podcast! On today's episode, we have the pleasure of hosting an inspiring duo, Theresa and Ivana. Host Nick introduces us to this dynamic pair, who recently embarked on a powerful journey of personal and professional pivots. Discover how they initially met Nick at a financial services event and how it led them to unpack deep conversations about vulnerability, authenticity, and the multiple layers of pivoting in life. Theresa and Ivana dive into their own experiences, discussing how life's unexpected challenges forced them to pivot and how these shifts have led to new opportunities and a deeper sense of purpose. Learn about the profound impact of Theresa's battle with breast cancer and Ivana's resilience in overcoming PTSD from her experiences growing up in Eastern Europe. Throughout this episode, our guests explore the concept of embracing change, navigating through discomfort, and finding grace within themselves during transitions. They reveal how they support one another and others in their industry to step into their own pivots with courage and intention. Tune in to hear more about their podcast, "Step Into the Pivot," Theresa's upcoming keynote speeches and book plans, and Ivana's exciting retreat offerings. This episode is brimming with insights, heartfelt stories, and practical advice on how to turn any sour lemons life hands you into something beautifully transformative.   Takeaways:   Embrace the Layers of Pivoting: Theresa and Ivana shared how each pivot goes beyond the surface. It starts physically (like changing jobs or managing health), extends to emotional adjustments, and dives deep into spiritual reflections about who we are and what we want.   Give Yourself Grace: Theresa emphasized the importance of allowing yourself the time and space to navigate a pivot. Whether it's selling a business after decades or facing an unexpected layoff, grace is crucial for making thoughtful and impactful decisions.   Transform Challenges into Opportunities: Ivana highlighted that even the toughest situations (like dealing with PTSD from past trauma) can be catalysts for growth. By being present and nurturing self-awareness, you can turn sour lemons into nourishing lemonade, or even vegan ice cream!

In this deeply personal and heartfelt final episode of the Direct Sales Done Right podcast, Katy Ursta reflects on her journey through grief and joy following a significant transition in her business. With openness and vulnerability, Katy shares the challenges of navigating change in the network marketing industry and the crucial role faith plays in making life-altering decisions.Katy expresses her immense gratitude for her partnership with Melanie and the incredible experiences they've shared throughout their podcasting journey. She explores the coexistence of grief and joy, the impact of lifequakes—those seismic shifts that reshape our lives—and the bittersweet excitement of new beginnings.As Katy embarks on a new chapter in her career, this episode serves as a powerful reminder that it's okay to feel both sorrow and hope simultaneously. Whether you're facing change in your career, business, or personal life, Katy's insights and reflections offer comfort, encouragement, and inspiration.Key Takeaways:The challenges and growth that come with major transitions in business and lifeHow faith guides decision-making during uncertain timesThe coexistence of grief and joy: why it's okay to feel both at onceEmbracing new beginnings with hope and couragePractical advice for navigating change in your own career or lifeJoin Katy as she closes this chapter with grace, gratitude, and excitement for what's to come.Please continue to follow Melanie on her Instagram and through The Women Inspiring Women Podcast. Follow Katy on Instagram Here - Katy Ursta Instagram 

In this Journal of Accountancy-branded podcast, a senior wealth strategist and managing partner share advice on how to initiate conversations with business clients about transition and succession planning.

Why Is Transition Rule #1 - Don't Do It Alone? When talking about the transition, why did we make Transition Rule #1 -Don't Do It Alone?  At Cameron-Brooks, we've spent nearly 50 years helping Junior Military Officers (JMOs) make this transition successfully. A lot has changed in 50 years, and there is one thing for certain: There is so much information out there. There are a lot of resources and people out there who want to help you. We've developed 6 Rules for the JMO Military to Business Transition to help break through the vast amounts of information and organize it for you. These rules provide a framework and a structure to help you gather information, plan, prepare and help educate you on your options outside of the military. In this episode, we're joined by Tim Kirchner, who has spent 20+ years in the recruiting Industry. He's a key team member and leader at Cameron-Brooks. What is unique about Tim is that he's seen both sides. He's been at Cameron-Brooks for the last six years and has helped thousands of JMO's learn about their options and helped communicate how companies view and understand them. He's spent the majority of his professional career communicating with Hiring Managers and helping them find, build, and retain talent. Tim was the main driver behind organizing these rules. He's a wonderful teammate and leader, and we value that he's seen a lot, and he brings a fresh perspective and a “different frame” of viewing things. In this episode, we dove into the crucial first step: finding the right guide. We discuss key insights, practical strategies, and the value of a guide in the transition to help you build a plan, develop a strategy, and start building the foundation for your transition. We start with Transition Rule #1: Don't Do It Alone. In other words, Find Your Guide. Why Should You Find a Guide? It will highly increase your chances of being successful in the transition, based on how you define success. When starting something new, the most important thing to do is gather information and get educated on that topic. So naturally, how do we do that? We find information and people who know things that we don't. We learn from people who have gone before us and from people who have experience. What to Look for when You Find a Guide? The first thing that's important when you find a guide is choosing one that you trust. With trust comes open, candid communication, that goes both ways. For the JMO, it's about communicating what's important to you and thinking about your objectives in the transition. For the guide, it's about listening and being honest about the realistic nature of achieving those goals based upon the proposed strategy. We discussed the importance of trust, which stems from the book Trust by Dr. Henry Cloud. The five components of trust: 1. Does the guide understand what is important to you? 2. Does the guide have the expertise? 3. Does the guide have the Integrity and Character to do what they say they are going to do? 4. Does the guide have transparency in their motive to help you? 5. Does the guide have a clear track record? Transformation over Transaction Joel left us with some closing thoughts. Our mission at Cameron-Brooks is about transformation, not transaction. We don't just place JMOs in front of Hiring Managers and Decision Makers for open developmental positions. It goes further than that. We strive to be Counterculture to help JMOs grow, reflect, and step into the next phase of their careers with confidence. We strive to provide confidence in your choice to find a guide. Ready to Take the Next Step? Are you ready to follow Transition Rule #1 - Don't Do It Alone? Want to learn more? Check out our podcast, Cameron-Brooks: PCS to Corporate America, follow us on LinkedIn or check out our website.  If you want to chat and learn more about your options, let me know. Always happy to set up a no pressure conversation. Brock Dudley

Lindsey ConroyOwner, Lead GuideAdZENturesLindsey is an avid traveler and has designed a life that is centered around movement, travel, unique experiences and social interactions…and yoga. She has been practicing yoga for the past 13 years and after a few years of practice, decided she wanted to learn more while having no intention to teach…that changed very quickly. She received her teaching certification in 2011 and has loved the path that yoga has taken her down since diving deeper into the lifestyle and practice.After 6 years in the corporate world, gaining experience in Marketing and Business Management, Lindsey decided to pursue her dream of becoming an entrepreneur and focusing on her passions. In 2014 she left the corporate world to focus on yoga full-time. In deciding to do so, she spent the next 11 months traveling around the world to teach and study yoga. During this time she discovered her passion for outdoor yoga as well as the main location for our international AdZENtures Retreats – Slovenia.In 2016 she landed in Austin where she officially began the creation of our Yoga Experience Company, AdZENtures. Lindsey currently spends half the year in the U.S. and half the year abroad leading international Experiential Retreats on behalf of our team, primarily in Slovenia.She is very passionate about travel, adventure, nature and yoga; by leading these AdZENtures she is truly living her passion. She also loves her dog, friends and family.summaryIn this episode of the Big World Made Small podcast, host Jason Elkins interviews Lindsey Conroy, the owner and lead guide of AdZENtures. Lindsey shares her journey from a corporate marketing career to founding an experiential travel company focused on mindful experiences. She discusses the impact of yoga on her life, her transformative study abroad experiences, and the decision to travel the world for a year to research and develop her business concept. The conversation highlights the importance of cultural immersion, adventure, and wellness in travel, as well as the challenges and realities of starting a business. In this conversation, Lindsey shares her journey from running a traditional yoga studio to creating unique travel experiences that combine yoga with cultural immersion and outdoor adventures. She discusses the financial pressures of owning a studio, the transformative power of travel, and how she developed a business model that allows people to experience yoga and adventure in a more relaxed and engaging way. Lindsey emphasizes the importance of connection, personal growth, and the joy of exploring new cultures through travel.takeawaysAdZENtures combines adventure with mindfulness and wellness.Yoga transformed Lindsey's perspective on physical and mental health.Study abroad experiences can profoundly change one's worldview.Traveling can lead to personal growth and self-discovery.Cultural immersion is essential for meaningful travel experiences.The journey to entrepreneurship often involves significant research and development.Financial planning is crucial when transitioning careers.Experiences outside of comfort zones can lead to empowerment.Networking with other business owners can provide valuable insights.The reality of starting a business requires commitment and grounding. Running a studio can be financially stressful.Traveling with locals offers a unique perspective.Creating a business model that prioritizes experiences is key.Yoga can b Learn more about Big World Made Small Adventure Travel Marketing and join our private community to get episode updates, special access to our guests, and exclusive adventure travel offers on our website.

www.fidelismn.com The post Selling Smart: Overcoming Challenges for a Successful Business Transition appeared first on Today's Business Radio.

We talk a lot about scaling in the business world – growing bigger, reaching further, making more. But what happens when you realize that bigger isn't actually better for you anymore?Enter Tracy Matthews. After decades of running multiple seven-figure businesses, she found herself at a crossroads: stay on the path of relentless growth, or embrace a radical shift – *de*scaling. In this candid conversation, Tracy shares her journey of stepping back so she can move forward in a way that aligns with her next evolution. Listen to part 2 next!What's Inside This Episode: The surprising way burnout showed up for Tracy – and why it wasn't just about overworkingHow to break out of the ‘wait and see' trap that stalls business owners from making decisionsThe moment of truth that made Tracy realize she was serving her business more than it was serving herThe key distinction between scaling back and strategically descaling to create more alignmentHow the pursuit of scaling at all costs created an unintentional bottleneck in her businessThe sneaky way fear of past failures shaped her decisions (without her even realizing it)What it means to build a business from joy instead of trauma—and how she's shifting her approachWhat she wants every entrepreneur to know about recognizing when it's time to changeAbout Tracy: Tracy Matthews is a Creativity, Branding, and Reinvention Expert, a Best-Selling Author, and the Host of the Top-Rated Thrive By Design Podcast. As a serial entrepreneur, she's reinvented herself several times and built several multiple 7+ figure businesses. She believes creativity is the biggest gift for navigating challenges, living a more fulfilled life, and having fun while creating wealth. Notable media placements include The Today Show, Entrepreneur, InStyle Magazine, and Elle. Through her podcast, blog, social media platforms, coaching, and programs, she inspires over 200,000 people weekly to launch, grow, and scale successful creative brands. She just released a new private podcast for women who are in a season of reinvention. You can download it for free here!Connect with Tracy: On Instagram @tracymatthewsnyVisit Tracy's website, Creatives Rule the WorldListen to Tracy's private podcast, Reinvention SeasonConnect with Adriane: Adriane's Instagram Visionaries' Instagram Adriane's LinkedIn Visit the Visionaries website ⭐️ Love this episode? We'd GREATLY appreciate a 5-star review! ⭐️

261. In this episode Brien Gearin speaks with Apolonio (Apps) Garcia of Health Guard Risk Management Software Healthguardsecurity.com on how he went from serving in the Navy to growing a successful SaaS business helping hospitals around the country and their patients stay safe! (Original Air Date - 8/3/23) What we discuss with Apps: + Introduction + Welcome to the Millionaire University Podcast + Sharing Personal Feelings and Vision for Millionaire University + The Journey of Building the Millionaire University Team + Brian's First Interview Experience + Interview with Apollonia Aps Garcia + Apps's Journey from Navy to Entrepreneurship + The Importance of Customer Relationships in Business + Transition from IT to Healthcare Risk Management + The Journey of Building HealthGuard's Software + The Role of AI in Risk Management + Closing Remarks and Future Plans For more information go to MillionaireUniversity.com To get access to our FREE Business Training course go to MillionaireUniversity.com/training. And follow us on: Instagram Facebook Tik Tok Youtube Twitter To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Want to hear from more incredible entrepreneurs? Check out all of our interviews here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Join host Lucas Sherraden as he delves into real estate exit strategies with Jeanette Spinelli, an Austin-based luxury market expert and author of "Real Estate Exit Blueprint." Jeanette shares her journey of transitioning from relentless selling to a balanced life, emphasizing the importance of planning and assessing business value. She offers insights into building transferable businesses, leveraging partnerships, and ensuring continued income while maintaining client relationships. Discover the strategic steps for a graceful business transition and learn how to create a blueprint for freedom in real estate. Connect with Jeannette at https://www.spinelliresidentialhomes.com/ Order The Real Estate Exit Blueprint ---------- Visit www.builthow.com to sign up for our next live or virtual event. Part of the Win Make Give Podcast Network

summaryIn this conversation, Joe Lopresti, founder of Arlington Wealth Management, discusses the unique financial needs of business owners, emphasizing the importance of planning for the future, particularly regarding exit strategies and achieving personal freedom. He introduces the concept of the 'freedom point,' which allows business owners to live their ideal lives without financial constraints. The discussion covers various aspects of wealth management, including lifetime cashflow planning, the significance of understanding a business's sellability, and the necessity of proactive planning to avoid regrets after selling a business.takeawaysBusiness owners value freedom above everything else.Most business owners have their wealth tied up in their business.Designing an exit on your terms is crucial.The freedom point is living without financial constraints.You need a lifetime cashflow plan for confidence.Your business's sellability score matters.You should think about your exit from day one.Pre-sale planning can prevent regret after selling.Understanding unique concerns is vital for business owners.Planning for the future is essential for business success.Connect with Barnaby on LinkedIn: https://www.linkedin.com/in/barnabycook/Join The Exit Plan mailing list: http://eepurl.com/iC8sIY

Jerome Myers is the Founder of Exit to Excellence, which guides founders through the business exit process. He is also the Founder and Real Estate General Partner at The Myers Development Group, LLC, which specializes in creating and executing strategic real estate investments.  Previously, Jerome led a $20 million operation at a Fortune 500 company, where he advised on revenue growth, work-life balance, and philanthropy. Through his NEO Navigator program and DreamCatchers podcast, he guides founders through key life transitions to help them build lasting legacies and contribute to their communities. In this episode: Many business owners struggle transitioning from leading their company to life after an exit. This process involves more than just financial planning; it requires addressing emotional and practical challenges, including identity shifts and finding purpose beyond the business. How can entrepreneurs prepare for this transition effectively? Post-exit strategist Jerome Myers introduces his eight-exit transition system, which guides founders through key stages such as leaving employment, stepping away from daily operations, achieving a liquidity event, and creating a lasting legacy. He also highlights the six centers of doubt — identity, relationships, work, health, prosperity, and significance — that many entrepreneurs face after selling their businesses. By addressing these areas in order, founders can navigate their exit with confidence and clarity. Tune in to this episode of Systems Simplified as Adi Klevit interviews Jerome Myers, the Founder of Exit to Excellence, about transitioning to a post-exit lifestyle. Jerome talks about identifying his business niche, the process of exiting your business, and his trajectory through corporate America.

Daniel Shaw - Footwear Innovator | Building Iconic Brands and Projects from Brooklyn to Vietnam Empowering Businesses with 25+ Years of Industry Expertise. Sponsor The Jason Cavness Experience is sponsored by CavnessHR. CavnessHR provides HR to companies with 49 or fewer people. CavnessHR provides a tech platform that automates HR while providing access to a dedicated HR Business Partner. www.CavnessHR.com Go to www.thejasoncavnessexperience.com for the podcast on your favorite platforms Powered By Earth VC is on a mission to unf@#k the earth. They are doing this by supporting breakthrough scientific research, empowering outlier founders to build enduring climate businesses and investing in high-growth startups that decarbonize the world. Earth VC empowers founders who are Ambitious, Breakthrough and are Committed Earth VC invests in the pre seed to Series A round. If you think you might be a match reach out to them at rebuild@earth.vc Daniel's Bio My journey in the fashion industry began in 1992 with Walkerwear in New York City. Over the years, I gained invaluable experience working with renowned brands such as Maurice Malone, P-H-A-T Farm, and others before launching my own brand, Pure Players, in the late 90s and early 2000s. I went on to establish 1020 Blues and secured licensing deals with major companies like Coca-Cola, Pepsi, Remy Martin, and Nayak. I also developed TRPL, a brand deeply connected to the hip-hop scene, collaborating with many prominent rappers. My career has taken me across the globe, including eight years in China. Where I focused on footwear and clothing manufacturing. For the past four years, I've been based in Vietnam, where we're expanding our operations. We're planning to open facilities and freestanding retail shops that not only offer apparel but also contribute to re-gentrifying local neighborhoods. Our most recent and exciting venture is the launch of Soul Alley, a brand that embodies the fusion of cultures and the spirit of innovation that has driven my career.  We talked about the following and other items Early Career in Fashion and Business Transition to Asia and Business Expansion Life in Vietnam and Business Insights Challenges and Opportunities in the Footwear Industry Cultural Exchange and Business Strategies Reflections on Hip Hop and Cultural Influence Future of Business and Technology Factory Visit and Production Challenges Global Fashion Trends and IP Theft Design Process and Market Dynamics Sustainability and Textile Waste Affordability and Market Strategy Opening a Factory in Vietnam Quality Control and Market Trust Finding Customers and Building a Brand Innovation and Manufacturing Personal Growth and Influence Future of Vietnam and Personal Goals Travel and Luggage Preferences Cultural Awareness and Social Responsibility Personal Reflections and Social Observations Daily Routine and Efficiency Advice  Daniel's Social Media Daniel's LinkedIn: https://www.linkedin.com/in/danielshaw-footwearspecialist/ Daniel's Advice Don't ever let anybody tell you you can't do something. I'm using myself as a guinea pig to that, because I came from Brooklyn. Grew up in the 90s. I lived in Vietnam, China, Korea, several other places and countries.  If you asked 100 people, they would have told you that this wasn't supposed to happen. So the journey, the destination is unknown. The journey is fucking dope. I'm staying on it, rocking it until the wheels fall off. You know, life is good. Life is good.

Join me on this episode of the Ready App Podcast as I chat with Laurie Barkman about the crucial steps in creating a sellable asset for your business. We dive into the impact of a solid exit strategy and how to prepare well in advance to make your business more attractive to buyers. Laurie shares valuable insights from her extensive experience in mergers and acquisitions, offering actionable steps for business owners to ensure their business is both valuable and transferable.GUEST RESOURCESLaurie Barkman, a former CEO and M&A advisor, guides business owners towards successful exits. She founded The Business Transition Sherpa® to provide transition advisory and coaching. Laurie is also an author, adjunct professor, and podcast host, sharing her expertise on business transition, succession, and entrepreneurship.Get a free digital copy of the Amazon best-selling book, "The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options” https://thebusinesstransitionsherpa.com/the-business-transition-handbookhttps://www.linkedin.com/in/lauriebarkmanhttps://linktr.ee/businesstransitionsherpa  Forge Your Path. Unlock Your Power. Unleash Your Potential. You're invited to join me on a journey in January 2025! Intention IgnitedFuel Your Focus

On episode 189 of The Unique CPA, Randy is joined by Anthony Venette of DeJoy to discuss the intricacies of succession, gift, and estate planning. Anthony shares insights from his career journey, emphasizing the importance of strategic planning for business continuity and ownership transfer, and he delves into succession planning's critical aspects, such as defining goals, internal vs. external transitions, and the impact of current legal landscape changes. Anthony outlines practical approaches for CPAs and offers examples of successful engagements, highlighting how important it is for just about any CPA to engage in early and ongoing planning to optimize outcomes for their clients. Get the full show notes and more resources at TheUniqueCPA.com

In this special 3-part series, we are bringing you the Tanbark Talk held at World Dairy Expo, where we delved into the complexities of transitioning a farm to the next generation. Part 2: This discussion includes: Buying out the senior generation while bringing in the junior generation Tax strategies Business planning Meet the Panelists: ·   Dennis, Jeni & Alan Oechscner, Oechsner Farms: This seventh-generation dairy farm is currently navigating a 10-year ownership transition plan. The Oechsners will share their firsthand experience managing multi-generational dynamics while embracing modern technologies. ·   Jared Holt, President & CEO, Ascent Financial: Jared brings deep financial expertise to the discussion, offering insights on estate planning, debt management and financial strategies for long-term success. ·   Steve Schwoerer, VP of Dairy Lending, Compeer Financial: With over 31 years in dairy lending, Steve will share his knowledge on financial planning for transitions and how Compeer supports dairy clients through the process. This episode is sponsored by Compeer Financial. Compeer Financial is a member-owned Farm Credit cooperative serving and supporting agriculture and rural America. Their dairy team brings world-class expertise and tailored solutions to support dairy producers' financial goals and lending needs. For more information, contact: Compeer Dairy Industry Experts   Dairy Industry Articles: Gain knowledge from subject matter experts Navigating the Dairy Industry Today: On-Demand Webinar Series

NAR Senior Counsel Deanne Rymarowicz highlights the essential dos and don'ts for working with buyers and sellers. From transparency in buyer agreements to ethical practices and state law compliance, this episode will help you navigate the practice changes resulting from NAR's proposed settlement agreement. Stay informed with guidance and resources at facts.realtor.   https://www.nar.realtor/the-facts   Follow Real Estate Insiders Unfiltered Podcast on Instagram - YouTube - Facebook - TikTok. Visit us online at realestateinsidersunfiltered.com. Link to Facebook Page: https://www.facebook.com/RealEstateInsidersUnfiltered Link to Instagram Page: https://www.instagram.com/realestateinsiderspod/ Link to YouTube Page: https://www.youtube.com/@RealEstateInsidersUnfiltered Link to TikTok Page: https://www.tiktok.com/@realestateinsiderspod This podcast is produced by Two Brothers Creative 2024.

Handing over a family business to the next generation—what could possibly go wrong? Well, imagine ‘Succession', but with less corporate espionage and more awkward family dinners, where your dad still insists on calling you ‘kiddo' while entrusting you with a multi-million-dollar empire. Buckle up as we dive into the drama, comedy, and occasional tragedy of second-generation business leadership. On the show: Niu Honglin, Brandon Yates & Dingheng.

On this episode of the Evolve to Succeed Podcast, Keith Reilly shares his remarkable journey with Alfatronix, one of the UK's leading manufacturers in power converters and USB and wireless chargers. Keith talks about his transition from an employee to the managing director and owner.   He discusses the challenges faced during the financial crisis, the evolution of their products, and the importance of British manufacturing.   Keith discusses the emotional aspects of stepping back from day-to-day operations and the significance of defining success in terms of providing value to others.   This episode is invaluable for anyone in business, as Keith talks about the importance of being hands-on, succeeding under pressure, and how to improve employee relations.   This episode of the Evolve to Succeed Podcast covers…   How to transform a lack of direction into success. The influence of Japan on the manufacturing industry. How beings hands-on can improve a company. How British manufacturing can compete on a global scale. The importance of mentorships. How to improve employee relations. The difficulties of managing by email. How crisis management can lead to unexpected success. The importance of delegation as a leader. How financial stability leads to personal growth and exploration.   Chapters   00:00 Introduction 01:50 Early Career with Alfatronix 05:08 Becoming Managing Director 10:41 Financial Crisis 13:37 Product Evolution 20:41 British Manufacturing 22:35 Leadership and Mentorship 27:51 Proud Moments and Dark Times 31:57 Leadership Challenges 39:14 Transitioning Leadership 52:49 Future Aspirations 01:00:19 Success in Business

In this week's episode, Astrid and Alexis sit down with Vogue-featured wedding photographer Sierra Katrina, who shares her incredible journey of moving from the US to Spain. Sierra opens up about the highs and lows of building her dream business abroad, navigating cultural changes, and balancing her relationship and career. She also shares what it's really like to photograph luxury weddings in Europe and how she's embraced a slower, more intentional way of life. Whether you're chasing your own dreams or looking for inspiration to start fresh, Sierra's story will leave you feeling motivated to create a life you love—wherever you are!Connect with Sierra on Instagram!  //@inbetween.pod//@astridjohanaphoto//@alexisteichmiller

Laurie Barkman (aka The Business Transition Sherpa) sits down with Josh to chat about transitioning your business and finding success when you do so. She has tips on how to avoid common mistakes people make when they leave one business and move onto another. She shares with Josh how her business model gives her clients the opportunity to start fresh and achieve quickly. Learn more about Laurie here: https://thebusinesstransitionsherpa.com/

In this episode of The Real Truth About Business, host Michelle DeNio chats with Dana Canetto, founder of Luminary Woman, during a live coaching session. Dana shares her journey and struggles with evolving her business and audience. Michelle provides actionable advice on how Dana can strategically position herself as a leader in relationships and leadership. Tune in to discover how you can navigate growth and step into your next level of business.

080: How do you stay energized when everything feels like it's going wrong? 

Leadership isn't just about compassion—it's about balance. In this video, I share a personal story of when my desire to help an employee backfired, and the hard lessons I learned about setting boundaries and maintaining team productivity. If you're navigating the challenges of leadership, this video will offer insights to help you lead with both heart and accountability. Watch now to learn how to avoid the mistakes I made and become a more effective leader.CONNECT WITH PETER BOOLKAH:--------------------http://www.Boolkah.comhttps://www.facebook.com/Boolkahhttps://www.instagram.com/pboolkah/https://www.linkedin.com/in/boolkahhttps://twitter.com/boolkah--------------------ABOUT PETER BOOLKAH--------------------Peter Boolkah (AKA The Transition Guy) is the World's #1 Business Transition Coach whose main passion in life is to work with talented and high performing business owners who are in the process of creating exciting, high growth businesses. Peter helps you to navigate and transition through the crucial growth pains that all growing businesses experience making it as painless and exciting as possible.It is important to remember that businesses do not just grow and develop on their own, it is up to us and our teams to make this happen by making every day purposeful. As businesses grow some parts of the journey will be easier than others and most owners do not have all the answers. Starting a business is one of the most exciting things we get to do and we all have aspirations of achieving great things. In fact Peter is yet to meet someone who started a business with the intention of failing.Peter's ultimate life goal is to inspire and empower over 100,000 Entrepreneurs to create long term thriving businesses resulting in the creation of 1,000,000 jobs.So if you are scaling up your business, you're in a bu...

Send us a Text Message.In this enlightening episode, Joey Pinz sits down with Laurie Sorensen to explore her unique experiences and insights gained from living in China and working in the IT channel with ConnectWise. Laurie shares her deep appreciation for Chinese culture, emphasizing the importance of separating people from their government. She also discusses the critical role of foresight in business transitions, urging MSPs to start planning their future well in advance. The conversation delves into building stronger partnerships between vendors and MSPs, highlighting the significance of understanding and mutual support.Top 3 Highlights:Laurie's heartfelt reflections on the beauty of Chinese culture and its people

Is your business stuck in neutral? Watch this video to learn how to create an Organizational Strategic Plan (OSP) that will supercharge your growth. Discover how to set clear goals, build a strong team, and make data-driven decisions. Stop guessing and start growing!I'll walk you through the step-by-step process of creating a powerful OSP that will help you achieve your business dreams. Whether you're a small startup or a well-established company, this video will provide valuable insights and actionable tips.CONNECT WITH PETER BOOLKAH:--------------------http://www.Boolkah.comhttps://www.facebook.com/Boolkahhttps://www.instagram.com/pboolkah/https://www.linkedin.com/in/boolkahhttps://twitter.com/boolkah--------------------ABOUT PETER BOOLKAH--------------------Peter Boolkah (AKA The Transition Guy) is the World's #1 Business Transition Coach whose main passion in life is to work with talented and high performing business owners who are in the process of creating exciting, high growth businesses. Peter helps you to navigate and transition through the crucial growth pains that all growing businesses experience making it as painless and exciting as possible.It is important to remember that businesses do not just grow and develop on their own, it is up to us and our teams to make this happen by making every day purposeful. As businesses grow some parts of the journey will be easier than others and most owners do not have all the answers. Starting a business is one of the most exciting things we get to do and we all have aspirations of achieving great things. In fact Peter is yet to meet someone who started a business with the intention of failing.Peter's ultimate life goal is to inspire and empower over 100,000 Entrepreneurs to create long term thriving businesses resulting in the creation of 1,000,000 jobs.So if you are scaling up your business, you're in a bu...

In this episode of the DealQuest Podcast, Laurie Barkman joins me to delve into the crucial topic of business transitions. With her extensive background as a former CEO and her expertise in business succession, Laurie brings invaluable insights into navigating the complex process of exiting a business.Laurie has recently published The Business Transition Handbook, a comprehensive guide to avoiding succession pitfalls and maximizing exit value. She also offers a masterclass based on her book, which is akin to an online MBA for business owners. Laurie's expertise extends to her podcast, "Succession Stories," and her new online course, further showcasing her commitment to helping entrepreneurs succeed in their transition journeys.UNDERSTANDING THE PURPOSE BEHIND EXITING A BUSINESSIt's vital to have a clear grasp of why you want to exit your business. For many entrepreneurs, their business is more than just a source of income—it's a significant part of their identity. This emotional attachment can make the transition challenging. Understanding that the exit process is not just a financial transaction but a significant life event can help you better prepare mentally and emotionally. Reflect on what your business has meant to you and how you envision your life post-exit. This reflection can help you navigate the emotional complexities of leaving a business you've built from the ground up.DEVELOPING A COMPREHENSIVE TRANSITION FRAMEWORKCreating a strategic transition plan involves three essential pillars: personal readiness, financial readiness, and business readiness. For example, ensuring personal readiness means reflecting on your future goals and how the exit aligns with your personal life, such as retirement plans or new ventures. Financial preparedness involves preparing your financial records meticulously, ensuring your business's valuation is accurate, and understanding tax implications. Business optimization means making sure your operations, systems, and team are performing efficiently and that your business is attractive to potential buyers. This might include streamlining operations, improving profitability, and ensuring that your business has a solid growth trajectory. By integrating these elements, you create a comprehensive plan that maximizes your business's value and ensures a smooth transition.TIMING YOUR EXIT PLANNNING Timing is critical when it comes to exit planning. It's recommended to start planning your exit 5 to 7 years before you intend to leave. Delaying exit planning until closer to the actual exit can limit your options and negatively impact the business's value.For example, if you plan to exit in 5 years but only start preparing in the final year, you may miss out on opportunities to enhance the business's value, address potential issues, or explore various exit strategies. Early planning allows you to make strategic decisions, improve business performance, and create a more attractive proposition for potential buyers.RECOGNIZING DIFFERENT BUYER MOTIVATIONS Buyers come with varying motivations and timelines, which can influence the sale process. For example, investment firms may seek quicker returns and have shorter investment horizons, while family-run investment groups or individual entrepreneurs may be interested in long-term stability and growth. Understanding these differences helps you tailor your approach to attract the right buyer. If you know a private equity firm is interested in quick returns, you might focus on presenting your business's short-term growth potential, while for a family office, you might emphasize the long-term stability and growth prospects.KEEPING UP WITH MARKET TRENDS Being aware of market trends is essential for a successful exit. Recent trends show that while the M&A market is recovering from the pandemic, rising interest rates are putting pressure on transaction values. This has led some investment firms to focus more on smaller businesses, while family-run investment groups and individual buyers are becoming more prominent. For example, if you are aware that interest rates are rising and affecting transaction values, you might adjust your exit strategy accordingly. You could consider positioning your business to appeal to family offices or acquisition entrepreneurs who are more active in the current market, or focus on enhancing business aspects that align with lower middle market interests.• • •For my full discussion with Laurie Barkman, and more on this topic and topics not featured in this blog post:Listen to the Full DealQuest Podcast Episode HereGet a free digital copy of the Amazon best-selling book, "The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options” by author Laurie Barkman.Visit: https://thebusinesstransitionsherpa.com/the-business-transition-handbook/• • •FOR MORE ON LAURIE BARKMAN:- Laurie's LinkedIn- The Business Transition Handbook- Laurie's Twitter- Laurie's Facebook Corey Kupfer is an expert strategist, negotiator, and dealmaker with over 35 years of experience. As a successful entrepreneur, attorney, consultant, author, and professional speaker, Corey is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.Get deal-ready with the DealQuest Podcast, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

With Kelsey Knutson, a Seattle, WA-based Business Consultant, we explore the world of entrepreneurship and business success. Armed with a Bachelor's Degree in Entrepreneurship and hands-on experience from her own ventures, Kelsey has guided her clients to triple their revenue, open profitable brick-and-mortar locations, expand their businesses, hire team members, launch new offers, and host events. Her podcast, named "Get Shit Done," encapsulates her specialty in helping entrepreneurs clarify their goals, strategize the next steps, and maintain accountability.Beyond consulting, Kelsey fosters community through her networking groups, Empower PNW and CEO Society. She also hosts The CougsFirst! Podcast and advises on the Cougar Collective board. When she's not working, Kelsey enjoys hiking or snowmobiling in the mountains and savoring a hefeweizen with pretzel and beer cheese alongside her husband and family.Join our conversation with Kesley as we discuss the importance of building a successful business, emphasizing the need to cater to the audience's needs and build something passionate about. Kelsey also stresses the value of patience and persistence in the digital world, and highlights the significance of community support and accountability in achieving business success.To listen to the podcast and access the show notes and any other resources mentioned in this episode, visit us at www.legalwebsitewarrior.com/podcast.

Tired of building teams that just kind of work? Ready to transform your workforce into a powerhouse? You're in the right place!Imagine handpicking a championship sports team. That same level of precision is exactly what you need to build a business that dominates. In this video, we break down the entire process, from finding the perfect players to keeping them motivated and engaged.Discover the secrets to:-Talent Acquisition: Identifying your ideal candidate, building a killer employer brand, and crafting a hiring process that's more than just interviews.-Employee Development: Fostering a culture of continuous learning, creating clear career paths, and the power of mentorship.-Team Management: The importance of employee engagement, recognition, and work-life balance.-Performance Optimization: Setting clear goals, utilizing feedback, and creating a collaborative environment.I'll share real-world examples from top companies and actionable tips you can implement immediately.CONNECT WITH PETER BOOLKAH:--------------------http://www.Boolkah.comhttps://www.facebook.com/Boolkahhttps://www.instagram.com/pboolkah/https://www.linkedin.com/in/boolkahhttps://twitter.com/boolkah--------------------ABOUT PETER BOOLKAH--------------------Peter Boolkah (AKA The Transition Guy) is the World's #1 Business Transition Coach whose main passion in life is to work with talented and high performing business owners who are in the process of creating exciting, high growth businesses. Peter helps you to navigate and transition through the crucial growth pains that all growing businesses experience making it as painless and exciting as possible.It is important to remember that businesses do not just grow and develop on their own, it is up to us and our teams to make this happen by making every day purposeful. As businesses grow some parts of the journey will be easier than others and most owners do not have all the answers. Starting a business is one of the most exciting things we get to do and we all have aspirations of achieving great things. In fact Peter is yet to meet someone who started a business with the intention of failing.Peter's ultimate life goal is to inspire and empower over 100,000 Entrepreneurs to create long term thriving businesses resulting in the creation of 1,000,000 jobs.So if you are scaling up your business, you're in a bu...

Stefan Joens, President and CEO of Elnik Systems, shares his experience of moving his company from New Jersey to North Carolina. He discusses the challenges and lessons learned during the transition, including the importance of adaptability and the art of the pivot. Stefan emphasizes the value of being a doer before becoming a leader and the significance of asking good questions as a leader. He also highlights the benefits of choosing Charlotte, North Carolina as the new location for his business, citing the city's growth, affordability, and business-friendly environment. Stefan shares four life lessons he has learned: getting alignment, finding your fuel source, embracing the art of the pivot, and saying yes. He emphasizes the importance of aligning your interests and skills with your career path. Stefan also discusses the significance of finding your fuel source, which motivates and drives you to overcome challenges. He shares personal experiences of facing setbacks and using them as fuel to prove others wrong. Stefan highlights the importance of being open to new opportunities and saying yes to challenges, even if you don't have all the answers. Lastly, he emphasizes the power of caring for others and providing exceptional service as a way to build strong customer relationships.TakeawaysAdaptability and the ability to pivot are crucial in navigating business transitions.Being a doer before becoming a leader allows for a better understanding of the tasks and challenges faced by the team.Asking good questions as a leader helps guide and support the team in problem-solving.Choosing a location for a business should consider factors such as growth, affordability, and a business-friendly environment. Get alignment by identifying your interests and skills and aligning them with your career path.Find your fuel source, something that motivates and drives you to overcome challenges.Embrace the art of the pivot and be open to new opportunities and challenges.Say yes to new roles and responsibilities, even if you don't have all the answers.Caring for others and providing exceptional service is key to building strong customer relationships.Chapters00:00 Introduction and Travel Challenges03:19 Stefan's Background and Relationship with Aaron 06:15 Transitioning Elnik Systems to North Carolina09:05 Lessons in Leadership and the Art of the Pivot12:10 Adaptability and the Importance of Asking Good Questions23:29 Navigating the Transition from Doer to Leader26:29 Discovering Your Fuel Source28:19 Embracing the Art of the Pivot36:07 Caring for Others

From CEO to Sherpa: Laurie Barkman's Guide to Navigating Business Transitions and Building a Sellable Company In this episode of Succession Stories, we're joined by Laurie Barkman, renowned as "The Business Transition Sherpa." With a background as the former CEO of a $100 million revenue company sold to a Fortune 50, Laurie brings a wealth of experience to the table. As a Business Transition and M&A Intermediary, she helps business owners create more valuable enterprises and find the perfect buyer when it's time to step away. We'll dive into her journey from leading a major company to advising entrepreneurs, and explore her insights on business transition, succession, and entrepreneurship. Laurie is also an adjunct professor of entrepreneurship at Carnegie Mellon University and the author of "The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options." Join us as we uncover the keys to successful business exits and maximizing value, and hear stories from her award-winning podcast that ranks in the top 2.5% globally. Whether you're a business owner, aspiring entrepreneur, or simply curious about the world of M&A, this episode is packed with practical advice and inspirational stories.   John Papaloni Show is a Click One Media Production!

Rockefeller's powerful habits for successDiscover the top 10 business habits of John D. Rockefeller, the mastermind behind one of America's most powerful empires. Learn how to build a well-oiled business machine by implementing these proven strategies. From creating a rockstar executive team to obsessing over customer feedback, these habits are the blueprint for success.Are you ready to dominate your industry? Watch now and start building your empire!#business #success #entrepreneurship #rockefeller #habits #leadership #businesstips #motivationCONNECT WITH PETER BOOLKAH:--------------------http://www.Boolkah.comhttps://www.facebook.com/Boolkahhttps://www.instagram.com/pboolkah/https://www.linkedin.com/in/boolkahhttps://twitter.com/boolkah--------------------ABOUT PETER BOOLKAH--------------------Peter Boolkah (AKA The Transition Guy) is the World's #1 Business Transition Coach whose main passion in life is to work with talented and high performing business owners who are in the process of creating exciting, high growth businesses. Peter helps you to navigate and transition through the crucial growth pains that all growing businesses experience making it as painless and exciting as possible.It is important to remember that businesses do not just grow and develop on their own, it is up to us and our teams to make this happen by making every day purposeful. As businesses grow some parts of the journey will be easier than others and most owners do not have all the answers. Starting a business is one of the most exciting things we get to do and we all have aspirations of achieving great things. In fact Peter is yet to meet someone who started a business with the intention of failing.Peter's ultimate life goal is to inspire and empower over 100,000 Entrepreneurs to create long term thriving businesses resulting in the creation of 1,000,000 jobs.So if you are scaling up your business, you're in a bu...

In this episode, we're excited to be joined by Dave Kaverman from Acuity Mergers and Acquisitions.Dave shares his journey into the business of buying and selling companies, sparked by his own experience with selling a bookstore he started in 1992. He dives into the common mistakes business owners make when trying to sell their businesses, such as overestimating their value and not keeping the business running smoothly during the sale process.Dave also provides valuable insights for potential buyers, emphasizing the importance of due diligence and understanding the industry. He discusses his role as an intermediary, ensuring confidentiality and credibility throughout the transaction process. Tune in to hear success stories, learnings, and essential advice for anyone involved in buying or selling a business. Plus, get a sneak peek into the upcoming Asheville Business Summit on August 20, 2024, where you'll have the opportunity to network with industry leaders and gain valuable knowledge.Don't miss this informative and engaging episode! Subscribe to our channel for more expert insights and entrepreneurial success stories.Link:Get your tickets for the Asheville Business Summit: wncsummit.comBeing a Business Owner is Lonely. But It Doesn't Have to Be...Join The Entrepreneur Experience. Be sure to visit BizRadio.US to discover hundreds more engaging conversations, regional events and more.

What does it take to transform a small family business into a major player in the beverage industry? Discover the incredible legacy of NorCal Beverage, beginning with Shannon Deary-Bell's grandfather, who turned his Coca-Cola salesmanship into the entrepreneurial foundation of Hires Bottling in 1937. You'll hear the story of Shannon's father and uncle, who made the courageous decision to sell their profitable stocks to protect the family business and its employees, embodying a people-first philosophy that has defined NorCal's journey and continuing legacy. You'll also hear of the tenacity and determination of Shannon as a young manager having to deal with the complexity of "busting" a union that misrepresented itself to the employees. Her pursuit of what was the right thing to do, let to a much greater acceptance from her employees and family alike. Uncover the strategic genius behind NorCal's significant pivot in 2007, when the company shifted focus from bottling popular brands like Dr. Pepper and Snapple to co-packing. This bold move led to lucrative partnerships with major brands like Arizona Tea, Red Bull, Monster, and Gatorade, propelling NorCal to new heights. We delve into how Shannon's insistence for a particular seat at luncheon led to a critical meeting with the CEO of Red Bull in France that opened doors to substantial opportunities, highlighting the company's resilience and adaptability in the face of industry challenges.Finally, we explore the complexities of family business dynamics, focusing on succession planning, leadership transitions, and the difficult and emotional decision to sell the business during the COVID-19 pandemic. Hear Shannon's son Riley, explain his personal account of returning to the family fold to save jobs and his reflections on the pressures and rewards of taking on a leadership role in a newly developed company. Shannon and Riley discuss the importance of personal accountability, hard work, and seizing growth opportunities while maintaining a people-centered approach. Dedication and passion continue to drive their new venture setting the stage of familial business success once again.To learn more about NC Equipment Solutions visit https://nceqs.com/or you can contact them at:Dispatch & General Inquiries: (916) 372-7700; fsd@NCEQS.comAccounts Receivables: (916) 374-2657; AR@NCEQS.comAccounts Payables: (916) 372 7700 ext. 2436; AP@NCEQS.comEpisode Highlights(05:32 - 06:00) The Power of Community(13:57 - 15:01) Trust and Communication in Relationships(18:14 - 19:19) Meeting Red Bull CEO in France(21:59 - 23:40) Succession Planning for Company Presidency(25:58 - 27:02) Father-Son Relationship and Business Sale(32:51 - 34:20) Company Restructuring Saves Jobs(37:46 - 39:09) Family Business Responsibilities and Rewards(44:25 - 45:41) Navigating Entrepreneurship at a Young AgeChapter Summaries(00:00) Building a Family Business LegacyNorCal Beverage's history, family commitment, and employee safeguarding, from Shannon's grandfather's vision to her taking over the business.(15:03) Succession Planning and Co-Packing SuccessNorCal Beverage's strategic pivot to co-packing led to partnerships with Arizona Tea, Red Bull, Monster, and Gatorade, driving growth and resilience.(23:06) Navigating Family Business Sale and TransitionSelecting the next president of a family business, selling during COVID-19, and aligning with company values.(33:16) Business Transition and Family ValuesRiley, a recent business management graduate, joins family business to lead equipment solutions division and support empl

Yuri Elkaim is a business coach for health professionals who want to scale their coaching business. Yuri says that his superpower is being able to simplify the complex world of health and reduce your confusion with clear, actionable, and science-backed advice that cuts through the nonsense.   Yuri believes that new health coaches and entrepreneurs should do three things: - Create an impactful product that gets results. - Use paid advertising to get clients in the door and get results for them. - Ride the wave of all your organic traffic flow.   Building your business from scratch with organic (aka accidental) marketing efforts can work but it takes ages. Paid traffic gets you found more quickly than organic.   This conversation with Yuri covers topics like how to get your first clients, how social media really works, how to go from a side hustle to a business, what products deserve paid ads, and how webinars filter out the uncommitted clients. Yuri also shares with us how to value commitment over conversion, when to become a social media influencer, how to price your products and services, why you should learn to do your own ads, and then some real specifics on how to actually deliver your products. Plus, as a bonus, he teaches the four things you need to do to reach a million dollars so stick around right to the end!   Connect with Yuri at: Website: https://healthpreneurgroup.com Website: https://yurielkaim.com Instagram: https://www.instagram.com/healthpreneur/ YouTube: https://www.youtube.com/@Healthpreneur   Episode Overview: 0:00 Introduction 1:03 Yuri Elkhaim's Origin Story and Health Journey 5:00 Finding Clients: The Key to Success 7:35 The Challenges of Organic Marketing Efforts 10:09 The Power of Webinars in Paid Advertising 17:07 Paid Ads: Starting Early vs. Growing Businesses 20:54 Acquiring Clients: Quality vs. Quantity 27:33 Pricing Strategies and Client Acquisition Support 30:26 The Pitfalls of Outsourcing Marketing Efforts 33:01 Importance of Personalized Messaging in Marketing 33:17 Marketing Mastery 36:14 In-House Advantage 39:15 Product Delivery Focus 44:11 One-on-One vs. Group Coaching 46:24 Maximizing Coaching Efficiency 55:02 Group Coaching Dynamics 57:36 Building a Business Transition 1:00:15 Time Management Strategies 1:03:14 Balancing Pragmatism and Energy 1:06:24 Investing in Growth     Health Coach Radio is a podcast that dives deep into the world of health and fitness coaching, brought to you by Primal Health Coach Institute, founded by the renowned Mark Sisson. Join your hosts, Erin and Laura, both proud graduates of Primal Health Coach Institute, as they share inspiring stories and expert insights on elevating your coaching practice.   If you're curious about transforming your life through the power of health and/or fitness coaching, visit primalhealthcoach.com/hcr/. Discover the transformative journey of Primal living and explore how Primal Health Coach Institute can empower you to make a real impact on people's lives.

Running a #business is no walk in the park. But did you know there are 5 mistakes that could earn you a "red card" in business?

75% of owners express regrets one year after selling. We're a mission to break the cycle. What do we fear in times of transition? How do we develop a vision for ourselves beyond today? When it comes to business transition, the identity we have – business owner, CEO, leader, family member, all play a part. Heather Penny works with business leaders on ways to embrace change and anticipate life changes so they don't control us. Listen in as host Laurie Barkman, The Business Transition Sherpa, talks with Heather about ways to overcome personal fears in business transition planning.   Find Heather Penny Here:  https://heatherpenny.com/   ❤️ Show us the love on Rate This Podcast: https://ratethispodcast.com/successionstories _______________________________________ BUYERS BUY ON THEIR TIME, NOT YOURS. WILL YOU BE READY? Learn more about the Endgame Entrepreneurship Masterclass and build with your exit in mind.  https://thebusinesstransitionsherpa.com/course/ _______________________________________ My Links:

6 Figure Saver is open for enrollment until June 28th, learn more about the program here: https://ginaknox.co/6-figure-saver Episode Synopsis: In this conversation, Gina Knox interviews Molly Knuth, a six-figure saver and fractional CMO. They discuss Molly's journey as a business owner and the importance of financial management. Molly shares how she transitioned to the role of CMO and the impact it had on her finances. She emphasizes the significance of tracking numbers, setting financial goals, and paying herself a healthy owner's pay. They also discuss the challenges women face when it comes to talking about money and the importance of creating safe spaces to have these conversations. Molly encourages women entrepreneurs to seek support and education to improve their financial confidence. About Molly Knuth: Molly Knuth is a small-town Iowa girl who thought she wanted to be a high school teacher. After 3 years instructing on all things Shakespeare and American authors and many years of subbing, life called Molly out of the classroom and into the role of stay-at-home mom. …AND THAT'S WHEN THINGS GOT INTERESTING. You see, being a stay-at-home mom was great, but Molly knew that she needed a little more. And she knew there were lots of small-town business owners in her hometown of Cascade, Iowa, who could use some assistance in their daily operations. So after helping one business owner set up his company on the new Facebook Business Pages and running some successful campaigns, another local owner reached out asking for social media help, then another and another, and in 2017 Molly Knuth Media was born. Since then, Molly Knuth Media has evolved from a solo freelance social media marketing operation to a one-stop shop marketing agency for small-town businesses. In 2024, Molly stepped away from the agency model and into the realm of being a Fractional CMO and Consultant for women-owned businesses looking to bring alignment and intention to their marketing. Molly also hosts The Found Podcast with Molly Knuth, helping women found businesses and find themselves along the way through holistic strategies and storytelling. Molly believes women can do big things from anywhere with a business that supports their goals and aligns with their ideal customers and clients. And she's here to support you along the way. Where to find Molly: Website: mollyknuthmedia.com Instagram: @mollyknuth_mkm for the business owner content and BTSInstagram: @mollyknuthmedia for the market-y stuff financial management, business transition, CMO role, tracking numbers, financial goals, owner's pay, women entrepreneurs, safe spaces, financial confidence

In this episode of the Work at Home Rockstar podcast, Tim interviews Laurie Barkman, also known as the Business Transition Sherpa. Laurie shares her journey of becoming a CEO, the challenges of customer concentration risk, and the importance of planning for business succession and exit strategies. She emphasizes the value of certifications, continuous learning, and the importance of thinking about the end game when building a business. Laurie also discusses her new course, 'End Game Entrepreneurship,' and offers valuable insights and tools for small business owners to create valuable exit options and avoid pitfalls in succession planning. Who is Laurie Barkman? Laurie Barkman, The Business Transition Sherpa®, is a former CEO of a $100 million revenue company that was acquired by a Fortune 50 company. Laurie guides business owners through the often overwhelming process of transition planning. As a mergers and acquisitions intermediary, she facilitates sell-side and buy-side transactions in the lower middle market. Laurie is the author of "The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options," and hosts the award-winning podcast called Succession Stories. Her expertise in business transition, succession, entrepreneurship, and M&A has been spotlighted in media including Newsweek, Forbes, Yahoo! Finance, and more. Connect with Laurie: Company Website: https://www.thebusinesstransitionsherpa.com Facebook: https://www.facebook.com/TheBusinessTransitionSherpa Instagram: https://www.instagram.com/TheBusinessTransitionSherpa YouTube: https://www.youtube.com/@TheBusinessTransitionSherpa LinkedIn: https://www.linkedin.com/in/lauriebarkman Twitter: https://www.twitter.com/LaurieBarkman TikTok: https://www.tiktok.com/@businesstransitionsherpa Giveaway: Go to https://www.thebusinesstransitionsherpa.com to get a free digital copy of Laurie's book or grab your copy on Amazon. I love connecting with Work at Home RockStars! Reach out on LinkedIn, Instagram, or via email. Website: https://workathomerockstar.com WHR Facebook Page: https://www.facebook.com/workathomerockstar Feel free to DM us on any of our social platforms: Instagram: https://www.instagram.com/workathomerockstar Email: tim@workathomerockstar.com LinkedIn: https://www.linkedin.com/in/timmelanson In this Episode: 00:00 Introduction 00:30 Guest Welcome 00:50 Laurie's Journey to CEO 02:13 Overcoming Business Challenges 03:45 Understanding Customer Concentration Risk 05:37 Practicing and Honing Your Craft 08:06 Mid-show Advertisement 09:06 The Importance of Succession Planning 17:22 Building a Strong Team 22:12 Marketing and Growing Your Business 28:15 Exciting New Ventures 32:55 Conclusion and Contact Information

Who better to coach you through business decisions than your business bestie? We are taking you behind the scenes this week as we navigate a few "in betweens" in our personal businesses! Coaching comes natural to us, so we are both getting into the hot seat and coaching each other to clarity. We cover how to expand a new revenue stream, marketing a new offer, offboarding clients, starting small, and launching a community!! //@inbetween.pod//@astridjohanaphoto//@alexisteichmiller

Are you tired of the 'fake it till you make it' approach? In this episode, we take a deep dive into the real world of entrepreneurship, where the path to sustainable success is paved with lessons from both triumphs and setbacks. We explore the transformative potential of embracing failure as a learning opportunity, provide practical techniques for analyzing business mistakes, and help you differentiate between setbacks and pivotal moments that necessitate a change in direction.  We also address the mental aspect –  conquering the fear of failure and fostering unshakable confidence through the power of authentic leadership, inspiring you to lead with your true self.This episode won't sugarcoat the challenges, but it will equip you to navigate them. Enjoy!CONNECT WITH PETER BOOLKAH:--------------------http://www.Boolkah.comhttps://www.facebook.com/Boolkahhttps://www.instagram.com/pboolkah/https://www.linkedin.com/in/boolkahhttps://twitter.com/boolkah--------------------ABOUT PETER BOOLKAH--------------------Peter Boolkah (AKA The Transition Guy) is the World's #1 Business Transition Coach whose main passion in life is to work with talented and high performing business owners who are in the process of creating exciting, high growth businesses. Peter helps you to navigate and transition through the crucial growth pains that all growing businesses experience making it as painless and exciting as possible.It is important to remember that businesses do not just grow and develop on their own, it is up to us and our teams to make this happen by making every day purposeful. As businesses grow some parts of the journey will be easier than others and most owners do not have all the answers. Starting a business is one of the most exciting things we get to do and we all have aspirations of achieving great things. In fact Peter is yet to meet someone who started a business with the intention of failing.Peter's ultimate life goal is to inspire and empower over 100,000 Entrepreneurs to create long term thriving businesses resulting in the creation of 1,000,000 jobs.So if you are scaling up your business, you're in a bu...

100% of business owners are going to exit one day, but less than 10% have a written and communicated plan for doing so. If you fall into the remaining 90%, it's time to get a plan in place.In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Laurie Barkman, “The Business Transition Sherpa.” She's the former CEO of a $100 million revenue company, the author of The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options, and hosts the award-winning podcast Succession Stories.In this episode, you will learn:How to proactively plan your business transition before it's too late.How business owners can get clear on the value of their business, including tips any business can use to add value.What it means to create a contingency plan, and compelling reasons for doing so.How to assess potential risks, and protect your business against them.How to determine what's more important to you regarding numbers and emotional decision-making.And more!Resources:Episode Transcript & Blog | thebusinesstransitionsherpa.com | The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options | Succession Stories | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Unlock the story behind Reid Tileston's remarkable entrepreneurial journey in this episode of Succession Stories. Join Laurie Barkman, The Business Transition Sherpa®, as she sits down with Reid, a driven acquisition entrepreneur, to dive into his inspiring path from a 23-year-old with $100k to a thriving Anytime Fitness franchisee.    Through candid conversation, Reid shares the highs and lows of his entrepreneurial journey. From navigating the challenges of owning an Anytime Fitness franchise during the rough Great Recession to achieving top-tier success across multiple units, Reid offers invaluable insights into the world of acquisition entrepreneurship.   Discover the pivotal lessons Reid has obtained from buying and selling four companies. Learn why he stresses the crucial role of assembling the right team and adopting the mindset of an "entrepreneurial business owner" who strategically works on the business rather than being consumed by day-to-day operations. Diving into the emotional dynamics of business sales, Reid draws from his doctoral research on seller satisfaction post-sale. He underscores the importance of intentionality, emphasizing the need for sellers to grasp their business's true value and envision their role post-sale with clarity.   Get a sneak peek into Reid's forthcoming book, "Gridiron," which promises illuminating insights into the world of acquisition entrepreneurship. Don't miss this episode filled with wisdom, inspiration, and the raw realities of entrepreneurial success. Listen in to learn more about The journey from finance to fitness franchise mogul Navigating the Great Recession and Beyond The untold stories of selling businesses Building teams and creating freedom A sneak peek into the upcoming book, "Gridiron" In This Episode [00:00] Reid's journey into franchise ownership and initial challenges in the fitness industry. [01:57] Entrepreneurial Business Ownership. [03:22] Reid's experience in acquiring an industrial cleaning company [05:00] Employee Engagement and Business Ownership. [09:06] Exit Strategy and Employee Ownership. [14:45] Seller's Perspective and Business Transition. [15:24] Promotion of the book "The Business Transition Handbook" [16:42] Eye for Opportunities. [17:35] Becoming the Best Fit Buyer. [19:22] Seller regrets one year after the sale [20:29] Factors Affecting Seller Satisfaction. [30:45] The phenomenon of value surprise [33:51] Achieving Satisfaction as a Seller. [34:46] Book Release - "Gridiron". [34:51] The American Dream. [35:42] Relationships in Business Ownership. [36:42] Considerations for Small Business Ownership. [37:21] Key takeaways. Notable Quotes   [10:14] "The money is nice, but what's really going to give you fulfillment is going to be based on the people that you help along the way, and most of those people are going to be your team members."-Reid   [11:57] "I always thought about it as selling to a strategic or doing an ESOP, and those were the two options that I thought about, and I definitely have some regrets about not doing the ESOP."-Reid   [14:39] "I still kind of wonder, was it the right move? Everyone's happy, it was a big victory for me and great for the team and the company, but I still ponder if it was the right decision."-Reid   [23:17] "I was surprised how good of a culture I had built in the business and how quickly the new buyer was able to methodically destroy it." -Laurie   [34:51] "The freedom and autonomy that can come from small business ownership are absolutely fantastic." -Reid   [35:42] "Some of my best relationships in life are with the employees that I've had, so you're going to meet some fun people along the process." -Reid   [37:41] "If you're not all in, you're in the way. This is not a halfway in, halfway out type of endeavor." -Reid Guest Bio Reid Tileston, an esteemed Adjunct Professor at Case Western Reserve University, is a seasoned entrepreneur with a remarkable 16-year journey of acquiring, growing, and successfully selling four companies. As a pioneering co-creator of the Entrepreneurship Through Acquisition curriculum at the University of Chicago Booth School of Business, Reid is dedicated to shaping the next generation of entrepreneurial leaders. His expertise is sought after not only in academia but also in advisory roles, where he shares strategic insights obtained from his diverse experiences. With a track record of achieving extraordinary returns on investment and excelling as an Anytime Fitness franchisee, Reid's impact resonates far and wide. Currently pursuing doctoral research at Case Western, he dives into the complexities of Entrepreneurship Through Acquisition, further solidifying his position as a thought leader in the field. Beyond his professional pursuits, Reid's adventurous spirit as an Eagle Scout and Ironman triathlete underscores his passion for relentless exploration and innovation.   Resources & Links Laurie R. Barkman https://www.linkedin.com/in/lauriebarkman/ https://www.youtube.com/@TheBusinessTransitionSherpa https://thebusinesstransitionsherpa.com/ Reid Tileston http://www.grititdone.com http://www.reidtileston.com https://www.linkedin.com/in/reidtileston/    Resources Book: "Get It Done" by Reid Tileston Book: "The Business Transition Handbook" by Laurie Barkman  

Imagine transforming a simple book-flipping hustle into an empire within the ever-competitive Amazon marketplace. That's the extraordinary leap Amanda and John Balcazar, our distinguished guests, made—crafting a successful brand in the pet industry through the finesse of Amazon FBA. Their tale is one of grit, strategy, and the unique bond of navigating business waters as life partners. Journey with us as we unveil the insights that propelled them from flipping pages to dominating pet product sales, all while strengthening their relationship amidst the demanding e-commerce tides. John's military precision, honed from his Marine Corps days, meets Amanda's entrepreneurial savvy to form a duo whose strategies are as disciplined as they are innovative. They regale us with stories from the adrenaline-laced early days of garage sale treasure hunts to the calculated arena of private labeling. Discover how their devotion to constant evolution and their keen ability to spot the shifting currents in the marketplace have anchored their brand's position at the forefront. The Balcazars embody the agility and foresight necessary to cut through the noise of commodity-based retail, outlining the significance of customer loyalty programs, product quality, and the art of scaling a brand with integrity. In the heart of our discussion lies the couple's approach to nurturing both a thriving business and a flourishing relationship. They candidly share the tactics they employ to stay competitive, including adapting to new Amazon fee structures and optimizing warehouse operations. But beyond the logistics, they reflect on the harmony required to sustain a partnership wherein work and life are intertwined. Their story isn't just about building a brand; it's about crafting a life where success is measured not just by sales, but by the strength of their union and the happiness of their customers. Join us for a conversation that's as much about the nuances of Amazon selling as it is about the power of partnership and shared vision. In episode 392 of the AM/PM Podcast, Kevin, Amanda, and John discuss: 00:00 - Power Couple Discusses BDSS Experience 01:44 - Remembering Our First Meeting 05:47 - Billion Dollar Seller Summit Hawaii 08:05 - Impactful Insights From Event Attendance 09:27 - Military Background and Business Transition 17:33 - Reselling, Private Labeling, and Amazon Strategies 18:10 - Garage Sale Treasure Hunting Strategy 22:23 - Phasing Out Old Inventory for Profit 27:45 - Strategies for Selling Commodity-Based Products 28:29 - Product Differentiation in Competitive Markets 33:25 - Building a Dog Chew Brand 41:05 - Focus on Supply Chain Management Plans 45:30 - Running a Business as a Couple 48:39 - Business Partnership Like Marriage 54:30 - Kevin King's Words Of Wisdom