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#BusinessValuation #BusinessExit #SmallBusiness #Entrepreneurship #BusinessBuying #SellMyBusiness #DavidCBarnett #BusinessOwner #ExitPlanning #BusinessWorth See our video on MPSP valuations and learn more about our services to help sell your business at https://www.HowToSellMyOwnBusiness.com Find the Defenders of Business Value here: https://www.defendersofbusinessvalue.com/ep-133-the-story-that-sells-your-business-with-charlie-stanton/ *** Today, I want to tackle one of the biggest questions every business owner faces: How do you put a price on a business? Whether you're thinking about selling in a few years or just want to plan for the future, understanding how valuations work — and which type you actually need — can make a huge difference. Learn more about business pricing, exit prep, and MPSP reports: HowToSellMyOwnBusiness.com Watch the full video here: https://youtu.be/6AFQjkl-Mvs #BusinessValuation #SmallBusiness #SellMyBusiness #Entrepreneurship #BusinessExit #BusinessValue #BusinessBuyerAdvantage #DavidCBarnett **** YouTube Chapters 00:00 – Intro 00:40 – Why Business Valuation Matters for Owners 02:00 – The Podcast That Sparked This Conversation 03:30 – Different Lenses = Different Prices 05:00 – Buyer Insight vs. Seller Expectations 07:30 – The “Most Probable Selling Price” (MPSP) Explained 09:00 – Why You Can't Just Average Comparable Sales 11:15 – Understanding Valuation Databases and Multiples 13:00 – Common Misconceptions About Valuation Formulas 15:00 – How Certified Appraisers, CPAs, and Brokers Differ 17:45 – Real Examples: $1.6M vs. $571K Valuations 21:00 – How Bad Assumptions Skew Business Value 23:00 – The Dangers of Discounted Cash Flow for Small Firms 25:30 – Why Buyers Don't Pay for Your “Future Potential” 27:45 – When and Why to Get an MPSP Report 30:00 – How a Small Margin Change Can Boost Business Value 32:00 – The Real Reward of Business Ownership 34:00 – Tax Tip: Deduct Your Valuation This Year 35:00 – Wrap-Up and Next Steps **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com -Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com
Raviteja Yelamanchili shares how Scale AI transformed banking cycles from one year to real-time and why your most valuable enterprise data isn't being collected.Topics Include:Scale evolved from data annotations company to enterprise AI solutions providerHealthcare system transformed patient transcriptions into value using reinforcement learning researchBlank slate customer problems allow Scale to experiment with latest methodsMany customers propose solutions before explaining their actual underlying business problemsBiggest AI misconception: technology will replace jobs rather than augment productivityDon't wait for perfect AI—start learning through iteration and evolution nowBanking credit cycle transformed from one-year process to real-time strategic insightsScale deploys flexibly across EC2, EKS, or Bedrock based on customer requirementsEnterprises want business value generation more than academic research papers aloneNext 12-24 months focus: making data consumable and leveraging unused datasetsTribal knowledge from experienced SMEs represents most valuable yet uncollected dataAgent-based learning captures expertise through feedback loops on Scale's SGP platformParticipants:Raviteja Yelamanchili - Head of Solution Engineering, Scale AISee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/
Okay, we are pretty good storytellers... but are we telling the right story?As service design professionals, we nail it when it comes to what I call "Horizontal Storytelling". We can walk anyone through the customer journey, step-by-step, building empathy for the user's pain and frustration over time.But here is the somewhat inconvenient truth: As you might have experienced, your CEO or CFO often doesn't know what to do with that story. They are looking for something else. They need "Vertical Storytelling".They need to know how a specific pain point on the ground connects up to the strategic objectives of the business. They need to know the ROI. They need to know if the needle is actually moving.In episode 8 of the Journey Management Playbook series, Tingting Lin and I are closing the loop. We are moving from doing the work to measuring the impact.If you've ever struggled to justify prove that your journey management efforts are actually influencing the bottom line, this episode is for you.We dive into:How you can translate customer empathy into business language to get buy-in.Why you can't just rely on churn or NPS as your metrics, and how to find early warning signals that prove your work is having an effect now.How to connect your solutions back to the original business challenge to see if you actually solved the problem.And how to start measuring impact today without having to wait for perfect data integrations.This episode provides the missing link between "making mapping a journey" and "driving business outcomes."What is the one metric you struggle to track the most? Send me a reply or leave a comment on YouTube, we'd love to know where the biggest data hurdles are for you.Enjoy and keep making a positive impact!Be well, ~ Marc--- [ 1. LINKS
What would happen if you shifted your focus from "I need to make money" to "I need to create value"? In this episode, I'm sharing one of the most transformational lessons from my decade in business: The amount of money you make is the direct result of the value you create. This a principle that has guided every single action I take, every coaching session, and every move I make. Tune in to learn why the gift of value is always for you first, and how this mindset shift will transform not just your bank account, but your entire approach to business. If you want to start making serious money as a coach, you need to check out 2k for 2k. Click here to join: https://staceyboehman.com/2kfor2k!
In this compelling episode of "Owner to Owner," host Michael Kerr dives deep with Dr. Craig West, the visionary founder of Succession Plus. Together, they unpick the transformative power of employee ownership programs and their profound impact on business value and succession planning. Discover how and why these strategies not only enhance business resilience but also foster community well-being. Dr. West shares invaluable insights on;How employee ownership programs can significantly enhance business value.Why early exit planning is crucial for business success.How employee share plans help retain key staff and improve business resilience.Why understanding business value is so essential for business owners.How succession planning benefits both businesses and communities.Employee ownership as a strategic exit option.Why employee share plans are gaining popularity in AustraliaChapters00:00:00 Introduction to Employee Ownership00:00:00 Benefits of Employee Share Plans00:00:00 Valuation and Exit Planning00:00:00 Succession Planning in Australia00:00:00 Community Impact and Business Resilience Thanks for listening. Visit the Owner To Owner Podcast website to subscribe, listen back, or check out any resources or information mentioned on the show.Search @ownertoownerpodcast on your favourite podcast player to subscribe and listen to the episodes.Reach out to Michael Kerr via the website if you need personal assistance or advice for your small business.michael.kerr@kerrcapital.com.auwww.ownertoownerpodcast.com.au
The L&D industry has always talked about 'business value' as an elusive concept. Now, a new book from Laura Overton and Michelle Ockers, The L&D Leader: Principles and Practice for Delivering Business Value, articulates what that looks like in practice. This week on The Mindtools L&D Podcast, they join Ross D and Dr Anna to discuss: how L&D teams can transition through different stages of maturity the role of data in shaping business value the role of community and where to find it in the post-Twitter world. The book, The L&D Leader: Principles and Practice for Delivering Business Value, is available now from Kogan Page. For more from Mindtools and Kineo, visit mindtools.com. There, you'll also find details of our new face-to-face and virtual workshops, each aligned to our Manager Skills Assessment. Like the show? You'll LOVE our newsletter! Subscribe to The L&D Dispatch at lddispatch.com Connect with our speakers If you'd like to share your thoughts on this episode, connect with us on LinkedIn: Ross Dickie Dr Anna Barnett Laura Overton Michelle Ockers
Sustainability and finance can no longer operate in silos – real value emerges when they converge. This episode features Bill and Shiva Rajgopal examining why companies must link ESG efforts to financial performance and how integrating risk factors and sustainability data strengthens business insight. The discussion also highlights AI's growing role in scenario modeling and value assessment, underscoring the cultural and strategic shifts required to make sustainability a true performance driver.
In this episode of Healthy Mind, Healthy Life, host Pragya sits down with Rafael Pinho, CFA, co-founder and CFO of TD Pine Advisors, to unpack a brutal but necessary question for every founder. Is your company actually valuable, or just busy. Rafael breaks down the real drivers of business value in today's volatile market. Predictable cash flow, capital efficiency, conservative forecasting, and smart use of AI. He explains the concept of the value gap. The difference between what your business is worth today and what it could be worth if you stop over-indexing on vanity metrics and start running with financial clarity. If you are a founder, investor, or operator trying to navigate fundraising, exits, or sustainable growth, this conversation gives you a straight-talking framework to think less like a revenue chaser and more like a value creator. About the Guest : Rafael Pinho, CFA is the co-founder and CFO of TD Pine Advisors, where he helps owners of privately held businesses understand what their companies are truly worth and how to close the gap between current value and potential value. With deep experience in financial strategy, valuation, and capital allocation, he works with founders to build predictable cash flow, resilient business models, and credible paths to scale or exit in complex markets. Key Takeaways : The value gap is the space between what your business is worth today and what it could be worth if it were less dependent on the founder and built on predictable, repeatable cash flow instead of one-off wins. Revenue and valuation got heavily conflated during the 2021-2022 boom. Long term, cash flow, consistency, and resilience drive value more than raw top line growth. Investors are increasingly rewarding three things. Predictability of revenue and earnings, healthy profitability with solid margins, and credible long term growth tailwinds in the market the business serves. Founders who run their companies “by the bank balance” are flying blind. A rolling 13 week cash flow view plus a 12 month forecast and budget dramatically increases decision making clarity and investor confidence. Hidden value often sits in under-served markets and new channels that founders are too conservative or busy to explore. A structured, budgeted experiment can safely unlock those opportunities. AI should be treated as an efficiency and productivity lever, not a magic growth trick. Used well, it improves margins and scalability and that directly impacts long term business value. Avoid recency bias. Do not assume last month's spike or crash is the new normal. Anchor your planning in fundamentals and conservative assumptions rather than emotional reactions to recent numbers. How Listeners Can Connect With the Guest Website: https://tdpineadvisors.com/ LinkedIn: Search for “Rafael Pinho TD Pine Advisors” and connect with him directly. He is active and responsive to founders and investors who want to discuss valuation, value creation, and financial strategy. Want to be a guest on Healthy Mind, Healthy Life? DM on PM - Send me a message on PodMatch DM Me Here: https://www.podmatch.com/hostdetailpreview/avik Disclaimer: This video is for educational and informational purposes only. The views expressed are the personal opinions of the guest and do not reflect the views of the host or Healthy Mind By Avik™️. We do not intend to harm, defame, or discredit any person, organization, brand, product, country, or profession mentioned. All third-party media used remain the property of their respective owners and are used under fair use for informational purposes. By watching, you acknowledge and accept this disclaimer. Healthy Mind By Avik™️ is a global platform redefining mental health as a necessity, not a luxury. Born during the pandemic, it's become a sanctuary for healing, growth, and mindful living. Hosted by Avik Chakraborty, storyteller, survivor, wellness advocate, this channel shares powerful podcasts and soul-nurturing conversations on: • Mental Health & Emotional Well-being• Mindfulness & Spiritual Growth• Holistic Healing & Conscious Living• Trauma Recovery & Self-Empowerment With over 4,400+ episodes and 168.4K+ global listeners, join us as we unite voices, break stigma, and build a world where every story matters. Subscribe and be part of this healing journey. Contact Brand: Healthy Mind By Avik™Email: join@healthymindbyavik.com | podcast@healthymindbyavik.comWebsite: www.healthymindbyavik.comBased in: India & USA Open to collaborations, guest appearances, coaching, and strategic partnerships. Let's connect to create a ripple effect of positivity. 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After 20+ years as a software developer, AI coding assistants revealed a shocking truth: I never actually loved coding—I loved what code could accomplish. In this episode, I explore how transitioning from hand-crafting every line at Podscan to orchestrating AI-generated code exposed the fundamental difference between developers who cherish solving technical puzzles and entrepreneurs who prioritize shipping features that drive business value. This shift from programmer to orchestrator isn't just about tools; it's about letting go of a carefully constructed identity and embracing that for software entrepreneurs, pristine code was never the goal—rapid deployment, customer value, and business growth always were. If you're struggling with AI coding tools or clinging to perfectionist coding standards, this perspective might fundamentally change how you view your role as a technical founder.This episode of The Bootstraped Founder is sponsored by Paddle.comYou'll find the Black Friday Guide here: https://www.paddle.com/learn/grow-beyond-black-fridayThe blog post: https://thebootstrappedfounder.com/i-never-really-loved-coding-and-only-ai-made-me-realize-it/ The podcast episode: https://tbf.fm/episodes/424-i-never-really-loved-coding-and-only-ai-made-me-realize-it Check out Podscan, the Podcast database that transcribes every podcast episode out there minutes after it gets released: https://podscan.fmSend me a voicemail on Podline: https://podline.fm/arvidYou'll find my weekly article on my blog: https://thebootstrappedfounder.comPodcast: https://thebootstrappedfounder.com/podcastNewsletter: https://thebootstrappedfounder.com/newsletterMy book Zero to Sold: https://zerotosold.com/My book The Embedded Entrepreneur: https://embeddedentrepreneur.com/My course Find Your Following: https://findyourfollowing.comHere are a few tools I use. Using my affiliate links will support my work at no additional cost to you.- Notion (which I use to organize, write, coordinate, and archive my podcast + newsletter): https://affiliate.notion.so/465mv1536drx- Riverside.fm (that's what I recorded this episode with): https://riverside.fm/?via=arvid- TweetHunter (for speedy scheduling and writing Tweets): http://tweethunter.io/?via=arvid- HypeFury (for massive Twitter analytics and scheduling): https://hypefury.com/?via=arvid60- AudioPen (for taking voice notes and getting amazing summaries): https://audiopen.ai/?aff=PXErZ- Descript (for word-based video editing, subtitles, and clips): https://www.descript.com/?lmref=3cf39Q- ConvertKit (for email lists, newsletters, even finding sponsors): https://convertkit.com?lmref=bN9CZw
Undiscovered Entrepreneur ..Start-up, online business, podcast
Did you like the episode? Send me a text and let me know!!Business Conversations With Pi – How to Add and Grow Business ValueTodays discussion covers how to define and measure value in business, strategies for growing a company, and the best ways to find top talent. The episode also features expert book recommendations to help listeners deepen their understanding of value creation and business growth00:00 – Introduction Meet host KU and AI co-host Pi. Discover how AI can help entrepreneurs and business owners succeed.00:29 – Who Should Listen Perfect for aspiring founders, small business owners, and anyone seeking business growth strategies.00:51 – What You'll Learn Get expert advice on business planning, marketing, and value creation.01:37 – Getting Started Jesse and Lawrence (Pi) set the stage for a value-packed episode.01:52 – What Is Value in Business? Jesse asks: What does “adding value” mean for entrepreneurs?02:07 – How to Measure Value Lawrence shares five key indicators:Positive feedback (02:07)Repeat business (02:18)Referrals (02:27)Sales growth (02:35)Market share (02:43)02:52 – Growing Your Company's Value Top strategies for business growth:Customer retention (02:57)Customer acquisition (03:12)Innovation (03:21)Efficiency (03:30)Branding (03:39)03:49 – How to Find Top Talent Best places to recruit:Referrals (03:57)Job boards (04:06)Recruitment agencies (04:14)Universities/colleges (04:23)Social media (04:34)04:42 – Book Recommendations for Entrepreneurs Boost your business knowledge with these top books:Blue Ocean Strategy by W. Chan Kim & Renée Mauborgne (04:50): Learn to create unique value and uncontested market space.The Lean Startup by Eric Ries (05:10): Build startups with continuous innovation and customer value.Good to Great by Jim Collins (05:23): Discover what makes companies excel and create lasting value.Competitive Strategy by Michael Porter (05:36): Master industry analysis and competitive advantage.Zero to One by Peter Thiel & Blake Masters (05:47): Find new ways to innovate and build valuable businesses.05:51 – Final Takeaways Lawrence encourages listeners to focus on vaStan.store/skoob for your black Friday coaching deal right now!! Thank you for being a Skoobeliever!! If you have questions about the show or you want to be a guest please contact me at one of these social mediasTwitter......... ..@djskoob2021 Facebook.........Facebook.com/skoobamiInstagram..... instagram.com/uepodcast2021tiktok....... @djskoob2021Email............... Uepodcast2021@gmail.com Skoob at Gettin' Basted Facebook PageAcross The Start Line Facebook Community Find out what one of the four hurdles of stop is affecting you the most!!Black Friday coaching Sale now!! 65% off original price! go to stan.store/skoob to book your appointment and take advantage of this limited time offer! On Twitter @doittodaycoachdoingittodaycoaching@gmailcom
Episode Overview In this episode, Scott Landis and Jeff Jacob dive deep into a powerful yet often misunderstood concept in business valuation—recasting EBITDA. Using a live client example, Jeff explains how a company's valuation jumped from under $1M to over $3M simply by cleaning up the books, recasting discretionary expenses, and improving operational efficiency. The conversation blends humor, practical insight, and step-by-step financial strategy that any founder can follow to increase the market value of their company—without working more hours. Key Takeaways Recasting EBITDA can dramatically change how your business is valued. Many business owners understate profitability on taxes, which hurts their valuation. Cleaning up your books and removing “owner perks” (cars, travel, etc.) paints a truer—and higher—financial picture. Each industry has its own valuation multiplier based on demand, operations, and risk. The Business Health Diagnostic (BHD) helps founders uncover value leaks and position for scalable, sellable growth. Resources Mentioned TriMetric Quiz: trimetricquiz.com BHD Lite Inquiry: Send your latest P&L and balance sheet to the BFA team. FAQ: Q: What does “EBITDA” stand for? Earnings Before Interest, Taxes, Depreciation, and Amortization—a key measure of a company's operational profit. Q: What is “recasting EBITDA”? It's the process of adjusting your financials to remove personal or non-recurring expenses, showing a truer picture of the company's profitability for potential buyers. Q: Why does recasting matter? Because it can triple your business's value by revealing the profit a new owner would actually experience. Q: How can I get a Business Health Diagnostic (BHD)? Start by taking the TriMetric Quiz. From there, Jeff and the BFA team can provide a BHD Lite or full Business Health Diagnostic. Q: What documents do I need for a BHD Lite? Just last year's Profit & Loss Statement and Balance Sheet.
השבוע ב explAInable, הילה פז הרשפנג הגיעה לספר על פרוייקט Compressive Sensing במסגרת התואר השני שלה ב Harvard Extension School, בשיתוף עם נאס״א. נבין מה ההבדל בין מצלמה באייפון לחישה של כדור הארץ ב300 אורכי גל שונים, נבחן הורדות מימדים במרחב הספקטרלי, נדבר על ה Business Value בוויתור על 90% מאורכי הגל, ולמה דרישת הלינאריות גורמת לנו לחפש דווקא פתרונות פשוטים.
Send us feedback or episode suggestions.If you've ever struggled to balance perfection with business reality, this episode is for you. In this episode of the Design Systems Podcast, Chris Strahl talks with Noelle Lansford, founder of Shep, about why chasing the “perfect system” often breaks more than it fixes. Drawing on her experience across startups and Fortune 5 companies, Noelle argues that design systems succeed when they serve people and the business—not when they chase architectural purity. She and Chris dig into the realities of relational alignment between design, engineering, and product, the shift from component factories to consulting mindsets, and what AI means for the next generation of design leadership.Here's what stood out:Perfection shouldn't be your goalDesign systems teams should pursue an infrastructure + enablement structureSystems of systems thinking works—if the cultural conditions are rightAI makes iteration faster, which makes human oversight more essentialView the transcript of this episode.Check out our upcoming events.If you want to get in touch with the show, ask some questions, or tell us what you think, send us a message over on LinkedIn.GuestNoelle Lansford began her career as an engineer on design system teams before transitioning into design, where she discovered her passion for connecting the technical and human sides of digital product creation. Today, as the founder of Shep, a design systems consultancy that partners with organizations from early-stage startups to Fortune 5 companies, Noelle helps bridge the gap between design, engineering, and business strategy. Her work focuses on creating systems that balance structure with flexibility, prioritize people over process, and deliver lasting business value instead of chasing perfection.HostChris Strahl is co-founder and CEO of Knapsack, host of @TheDSPod, DnD DM, and occasional river guide. You can find Chris on LinkedIn.SponsorSponsored by Knapsack, the design system platform that brings teams together. Learn more at knapsack.cloud.
In dieser Folge spreche ich mit Regina Neumeier, Senior Director Value Engineering bei Celonis, über eine der brennendsten Fragen in der Solution-Engineering-Community: Sollten Pre-Sales und Post-Sales getrennt bleiben oder zu einer Rolle verschmelzen? Regina gibt exklusive Einblicke, wie Celonis Presales, Postsales und Customer Success zu einem Value Engineering Team vereint hat, das Kunden von der ersten Discovery bis zur Wertrealisierung begleitet. Wir diskutieren, warum Discovery der entscheidende Skill ist, wie Milliarden an Business Value realisiert werden – und was Prozessintelligenz und KI damit zu tun haben. Wenn du wissen willst, wie echte Kundenzentrierung in der Praxis aussieht und welche Herausforderungen und Chancen die neue Rolle mit sich bringt, ist diese Episode ein Muss. Tauche mit mir ein in die Zukunft des Solution Engineerings! Regina bei LinkedIn - https://www.linkedin.com/in/reginaneumeyer/ ----------
Gareth Bleasdale, Senior GTM Manager: Modern Work and AI at Microsoft, explains what Copilot Chat is, how it differs from consumer AI, and practical steps to adopt it safely across your organisation.What's included in the free Copilot Chat with Entra accountsSecurity and governance: enterprise protections, encrypted web queries, audit and e‑discoveryNew capabilities: unified history, memory and personalisation, in‑app chat in Word and Excel, GPT‑5 accessAdoption playbook for IT, business decision makers and end users, plus Microsoft‑funded programmes and resourcesWhere agentic patterns fit: web‑grounded agents on the free tier and pay‑as‑you‑go options for tenant‑grounded workflowsCheck out Gareth's webinar on 17 November 2025Thanks to Landis, this episode's sponsor, for their continued support of Empowering.Cloud
Eric Pilkington joins the show to cut through the noise around artificial intelligence and deliver some hard truths about what's actually working—and what's just expensive theater.AI isn't new; it's been around for 70+ years. The current generative AI boom is democratization, not innovation—and 95% of AI projects are still failing.Startups with no product, no customers, and no revenue raising $30-100 million. Companies are getting massive funding without a single dollar of revenue.The real AI leaders aren't the loudest voices on conference stages. They're the ones quietly embedding AI into workflows, building better products, and closing the gap between pilots and actual impact. Most companies chase cost savings instead of using AI to drive top-line growth. You can't cut your way to growth. Real business transformation comes from understanding the actual problems you're solving, not from chasing the newest shiny object. The superheroes of AI aren't prognosticating on stages—they're in garages and labs building things that'll matter five years from now.Mentioned:MIT Study on failure of AI pilots in business
From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. JiNan Glasgow George has built her career from engineering to patent law and investment by transforming ideas into assets and connecting innovators to the resources they need to make positive impact. She is the CEO and co-founder of Patent Forecast, a business intelligence SaaS company that provides insights for investors and executives, serial entrepreneurs and innovators, giving vision ahead of market data using patent data and AI. Top 3 Value Bombs 1. With imagination and ideas, you have an unlimited resource for solving problems and creating a positive impact in the world, however, most people do not use it. 2. Almost everybody has a trademark to register, copyright, or patent. 3. You can make the most valuable asset in your business from your ideas and transform that into intellectual property, but you have to know how to use it in your industry. NEO IP is an intellectual property law firm with a holistic approach for creating IP assets - NEO IP Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. The Dealmaker's Will - If you're ready to sharpen your instincts, elevate your mindset, and learn what separates deal-takers from deal-makers. Go grab your copy of The Dealmaker's Will today on Amazon. Quicksilver Scientific - Make advanced liposomal supplements so you can actually feel the difference - energy, focus, calm, recovery. Get 10 percent off plus free shipping at TryQS.com/fire!
Today's guest is Jim Johnson, President at AnswerRocket. Founded in 2013, AnswerRocket builds enterprise AI agents delivering measurable outcomes for Fortune 2000 clients across consumer goods, financial services, construction, real estate, and beyond. Johnson joins Emerj Editorial Director Matthew DeMello to discuss how consumer packaged goods companies can overcome data complexity and accelerate decision-making with emerging agentic AI capabilities. The conversation also examines how CPG teams can shorten analysis cycles, reduce dependence on manual reporting, and uncover new revenue opportunities by pairing existing human expertise with continuously learning AI agents. This episode is sponsored by AnswerRocket. Interested in putting your AI product in front of household names in the Fortune 500? Connect directly with enterprise leaders at market-leading companies. Emerj can position your brand where enterprise decision-makers turn for insight, research, and guidance. Visit emerj.com/sponsor.
Maximizing Business Value: Lessons from 800+ Deals with Matt Uhler The Cash Discipline That Saves—or Sells—Your Business Most companies don't go under because they lack revenue. They go under because they run out of cash. And the worst part? It doesn't happen overnight. It happens slowly… then suddenly. One month, you're profitable. The next, you're panicking over payroll and wondering what went wrong. In this episode, I sit down with Matt Uhler—a business broker and owner who's evaluated over 2,500 companies, completed 800+ transactions, and personally owned more than 35 businesses. Matt has seen it all: the slow leaks, the bad habits, and the simple financial blind spots that quietly destroy good companies. He's also seen what fixes them—disciplined cash management, clear financial dashboards, and owners who treat their business like an asset, not an ATM. Key Lessons from the Conversation with Matt Uhler: Cash Is the Real Failure Point. Most businesses don't collapse because of competition or bad strategy — they fail when they run out of cash. Profit on paper doesn't equal money in the bank. Lesson: Cash flow is oxygen. Without reserves, one slow quarter can suffocate your business. Protect Your Operating Capital Floor. Matt's formula: Accounts Receivable (avg. days outstanding) + 1 Month of Fixed Expenses = Your Minimum Reserve. Lesson: Treat this number like sacred ground. No owner draws or distributions until you're above that floor. Watch the Percentages, Not Just the Dollars. Only about 10% of business owners track financials by percentages — yet that's where the truth hides. Lesson: A 2% increase in labor, 1% rise in COGS, and a few missed invoices can quietly erase your entire profit margin. "Creep" Will Kill Your Profit. Profit erosion happens quietly — small leaks across pricing, payroll, or waste. Lesson: Five small 2% inefficiencies equal a 10% hit to profit. Track it monthly and fix leaks early before they become habits. Run Sale-Ready, Even If You're Not Selling. Buyers pay a premium for companies with systems, diversified revenue, and consistent cash flow — but those same traits make your business easier and safer to run today. Lesson: Operate like you'll sell in three years. You'll earn more now and later. Key Takeaway: Cash discipline isn't boring—it's freedom. When your reserves are full, you sleep better, make smarter decisions, and stop chasing bad business just to survive. A profitable business is one that's calm, clear, and ready for whatever comes next. Bio: Matt Uhler is far from a typical business broker and acquisition strategist. Over the course of his 27-year career, he has evaluated more than 2,500 businesses, completed over 800 transactions, and successfully owned and operated more than 35 businesses across multiple industries. Matt's journey was not without its challenges. In fact, he attributes much of his expertise to the early setbacks he faced, where he learned firsthand the pitfalls that derail many entrepreneurs. What set him apart, however, was his ability to turn those experiences into powerful lessons. This mindset, combined with his focus on strategic partnerships and creative deal structures, has allowed him to help countless clients build wealth through small business acquisitions. Matt is founder of Amped Success, a company dedicated to educating and empowering entrepreneurs, business owners, and investors with the tools they need to confidently navigate acquisitions. He is also the creator of the Buyer's Acquisition Formula, a proven framework that is designed to reduce risk and maximize opportunities for long-term success. 27 Years Experience Over 35 Businesses Owned Over 800 Deals Closed Over 2,500 Deals Evaluated $250+ Million Transactions Funded Links: Website: http://www.ampedsuccess.com/ Facebook: https://www.facebook.com/profile.php?id=61557299191227&mibextid=wwXIfr&rdid=uV765w5z0S5PYnmb&share_url=https%3A%2F%2Fwww.facebook.com%2Fshare%2F19x2KTYQCb%2F%3Fmibextid%3DwwXIfr# LinkedIn: https://www.linkedin.com/in/matt-uhler-a9896612?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app Instagram: https://www.instagram.com/ampedsuccess?igsh=MWRrOTA1MWthOThlcA%3D%3D&utm_source=qr TikTok: https://www.tiktok.com/@ampedsuccess?_t=ZP-8tXABIpBHxu&_r=1 YouTube: https://www.youtube.com/@AmpedSuccess Conclusion: Most businesses don't fail from lack of opportunity — they fail from lack of cash discipline. It's not the big mistake that kills them, it's the small 1–2% leaks that add up over time. Matt reminded us that every owner needs a cash reserve floor — your operating capital formula of accounts receivable plus one month of fixed expenses. That's your safety net. Never draw below it. He also showed how tracking percentages instead of just totals helps you catch problems early — before the slow slide becomes a sudden crash. And finally, the mindset shift: run your business as if you'll sell it someday. Whether you do or not, that discipline makes your company stronger, more profitable, and less stressful to run. So take a moment after this episode — look at your numbers. Where has "creep" slipped in? How much runway would you have if revenue stopped for 60 days? And do you have the systems and reserves that let you sleep well at night? #ProfitFirst #CashFlow #OperatingCapital #BusinessFinance #OwnerPay #SmallBusinessProfit #Profitability Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Send us a textIn this Episode of Exchanges with Hitachi Solutions, Alex Rigaud, VP of Incubation Solutions at Hitachi Solutions joins Jay Natarajan as they draw upon decades of experience at the intersection of cloud, AI, and digital transformation to discuss how organizations can avoid past mistakes and maximize the business value of AI adoption. Their conversation explores practical strategies for building momentum, driving user adoption, and ensuring that technology investments deliver real returns across the enterprise.Key Topics Covered:The importance of focusing on business problems and process optimization before implementing technology Strategies for building momentum with small, scalable AI use cases and a “Lego block” approach Common challenges in scaling AI solutions, including user adoption, integration, and data quality Measuring ROI for AI projects and ensuring cross-functional collaboration Avoiding “pilot paralysis” and moving from proof-of-concept to enterprise scale global.hitachi-solutions.com
AI is radically changing the future of the workplace — from redefining jobs to fueling the rise of so-called “work slop.” Live on stage at the Masters of Scale Summit in San Francisco, host Bob Safian is joined by Box CEO Aaron Levie, LinkedIn's Chief Economic Opportunity Officer Aneesh Raman, and Meta's Head of Business AI Clara Shih to share their insider perspectives on AI optimism, uncertainty, and navigating this unprecedented era. The panelists also take audience questions from an executive at IBM's Institute for Business Value and the Chancellor of Vanderbilt University, and reveal the habits and leadership traits that will matter most in this daunting yet exciting transition.Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
I know you're out there. The developer who watches their colleagues enthusiastically embrace Claude Code and Cursor, having AI write entire feature sets while you proudly type every semicolon by hand. The founder who sees AI-generated code as a ticking time bomb of bugs and security vulnerabilities. The software entrepreneur who believes that real code comes from human minds, not language models.This one's for you.This episode of The Bootstraped Founder is sponsored by Paddle.comYou'll find the Black Friday Guide here: https://www.paddle.com/learn/grow-beyond-black-fridayThe blog post: https://thebootstrappedfounder.com/ai-for-the-code-writing-purist-how-to-use-ai-without-surrendering-your-keyboard/The podcast episode: https://tbf.fm/episodes/420-ai-for-the-code-writing-purist-how-to-use-ai-without-surrendering-your-keyboardCheck out Podscan, the Podcast database that transcribes every podcast episode out there minutes after it gets released: https://podscan.fmSend me a voicemail on Podline: https://podline.fm/arvidYou'll find my weekly article on my blog: https://thebootstrappedfounder.comPodcast: https://thebootstrappedfounder.com/podcastNewsletter: https://thebootstrappedfounder.com/newsletterMy book Zero to Sold: https://zerotosold.com/My book The Embedded Entrepreneur: https://embeddedentrepreneur.com/My course Find Your Following: https://findyourfollowing.comHere are a few tools I use. Using my affiliate links will support my work at no additional cost to you.- Notion (which I use to organize, write, coordinate, and archive my podcast + newsletter): https://affiliate.notion.so/465mv1536drx- Riverside.fm (that's what I recorded this episode with): https://riverside.fm/?via=arvid- TweetHunter (for speedy scheduling and writing Tweets): http://tweethunter.io/?via=arvid- HypeFury (for massive Twitter analytics and scheduling): https://hypefury.com/?via=arvid60- AudioPen (for taking voice notes and getting amazing summaries): https://audiopen.ai/?aff=PXErZ- Descript (for word-based video editing, subtitles, and clips): https://www.descript.com/?lmref=3cf39Q- ConvertKit (for email lists, newsletters, even finding sponsors): https://convertkit.com?lmref=bN9CZw
Send us a textIn this episode of UX Leadership by Design, Mark Baldino sits down with Sara Fortier, CEO and founder of Outwitly, a UX talent solutions firm that evolved from a UX consultancy into a staffing partner for UX, research, and service design teams.Sara shares her journey from agency consulting to UX staffing, explaining how shifting market dynamics, including digital transformation, AI disruption, and the rise of the blended workforce, led to her firm's transformation. She and Mark discuss the traits that make contract designers successful, how leaders can better manage mixed teams, and the growing pressure for design teams to align with business outcomes.Sara also offers practical advice for designers at every level—on building trust, navigating uncertainty, and developing the soft skills and business fluency necessary for long-term career success.Key TakeawaysPivoting with Purpose: Outwitly's shift from UX consulting to staffing wasn't just reactive—it was strategic. Sara shares how market demand, revenue signals, and hard-earned confidence drove the transition.Blended Teams Work—With the Right Talent: Contract designers can provide speed, flexibility, and specialization—but only when they bring seniority, stakeholder savvy, and initiative. Soft skills are non-negotiable.Leadership Is Getting Pulled in Every Direction: Today's UX leaders are balancing emotional support for their teams, pressure from execs on AI, and increasing demands to prove business value—all while staying current themselves.Designers Must Embrace Business Fluency: Career longevity increasingly depends on understanding how design impacts revenue, costs, and KPIs. Designers need to connect their work to strategic business drivers.Trust Is Built Through the Basics: Responding to emails, sending updates, raising risks early—these are simple but critical practices that build stakeholder trust and create long-term credibility.Relationships = Resilience: Strong networks and internal relationship-building help designers navigate layoffs, transitions, and career pivots. Build trust across teams, not just within design.Chapters00:00 – Intro & Guest Welcome01:30 – From Industrial Design to UX Leadership05:15 – The Pivot to UX Staffing09:45 – What's Driving the Rise in Contract UX Talent?12:40 – What Makes a Great Contractor?15:40 – The Pressure on Design Leaders21:30 – Career Longevity in UX: Advice for DesignersResources & LinksConnect with Sara on LinkedIn Connect with Mark on LinkedIn Fuzzy Math - B2B & Enterprise UX Design Consultancy
In this candid and insightful episode, Tyler Chisholm is joined by Barry Po—CEO of Brilliant and a veteran of mCloud and HSBC—to talk about what AI really means for business leaders today. Far from the hype, Barry focuses on clarity, strategy, and the courage it takes to lead meaningful change. Together, they explore why organizations need to rethink complexity, stop chasing “AI theater,” and instead focus on embedding innovation into the fabric of their operations. For leaders navigating the early or messy middle stages of AI adoption, this episode is full of practical insights—from building data readiness to avoiding the trap of pilot purgatory. Whether you're leading a legacy company or scaling something new, Barry makes the case for bold, human-centered transformation—and explains why the most innovative move might be simply asking better questions.In this episode:What AI *really* means for business operationsThe myth of “newness” and the long road to today's AI momentWhy adding AI to a broken process just creates a faster broken processReducing organizational complexity as a strategic imperativeThe importance of data readiness and avoiding “pilot purgatory”AI theater vs. real transformationWhat leaders need to ask before bringing AI into their businessThe role of courage, skepticism, and bias in successful innovationWestern Canada's unique opportunity to lead in industrial AIWisdom Bombs:“If you take a broken process and you add AI to it, the best you're going to do is make it slightly faster.” - Barry Po“I like to talk about AI like it's a fabric inside an organization. It's woven into your business.” - Barry Po“Real innovation doesn't happen incrementally. It happens when you take the leap.” - Barry PoThis episode is brought to you by clearmotive marketing. When it comes to marketing that truly matters to your business, clearmotive is your go-to partner. With a proven track record of more than 15 years, they understand what makes your business tick. Learn more at https://www.clearmotive.ca and discover how clearmotive can help your marketing thrive.We're on social media! Follow us for episodes you might have missed and key insights on Western Canada directly on your feeds.Instagram: https://www.instagram.com/collisionsyycLinkedIn: https://www.linkedin.com/company/collisions-yycYouTube: https://www.youtube.com/@collisionsyycWebsite: https://www.collisionsyyc.comThank you for tuning into Collisions YYC!Remember to subscribe and follow us on Spotify and Apple Podcasts so you never miss an episode.If you loved the episode, please leave us a 5-star review and share the show with your friends! These things really help us reach more potential fans and share everything that's amazing about Western Canada.We sincerely appreciate your support of our local podcast.Host links:Tyler's website: https://www.tylerchisholm.comTyler's LinkedIn: https://www.linkedin.com/in/tylerchisholmGuest links:Barry Po's LinkedIn: https://www.linkedin.com/in/barry-poBrilliant's Website: https://www.brilliantdigi.comBrilliant's LinkedIn: https://www.linkedin.com/company/brilliantdigi/Collisions YYC is a Tyler Chisholm original production // Brought to you by clearmotive marketing
User-generated content isn't new, but it's evolving fast. In this episode, we go beyond the buzz to explore what UGC really means in 2025 and how it's reshaping brand strategy. Together with Paulina Johnson, UGC Specialist and a creator herself, we break down how UGC differs from influencer marketing, how brands are using it strategically, and what it takes to make it work in practice — from both sides of the equation. Tune in to learn: How UGC evolved from “authentic content” to a proven growth driver The difference between UGC, IGC, CGC, and EGC - and when to use which Why the strongest brands combine influencer marketing and UGC What KPIs really matter - and how to measure success beyond engagement How to build a UGC strategy that scales without losing authenticity Tune in to learn why UGC isn't just a creative trend, but a strategic lever for brands that want to stay relevant.
In this episode, Carlos Gonzalez de Villaumbrosia sits down with Meredith Brown, SVP and GM of Trailhead at Salesforce, the global CRM leader trusted by over 150,000 enterprises and powering customer success for the world's most influential brands. Meredith, a former Chief Product Officer turned product-led community builder, now leads Trailhead—the platform that has upskilled nearly 10 million learners worldwide—on a mission to shape the agentic enterprise era.A veteran product executive, Meredith shares how Salesforce is redefining workforce transformation through free, AI-driven learning and peer-to-peer community engagement. She explains how her team measures success not in revenue, but in customer adoption and ROI—bridging the gap between skilling, real-world application, and business value. From internal dashboards that track AI tool usage to gamified certifications like Agent Blazer Champion, Meredith reveals what it takes to drive enterprise-wide AI adoption at scale and sustain a true culture of continuous learning.What you'll learn:How Salesforce is preparing every employee—and customer—for the agentic enterprise.The metrics and dashboards that connect AI adoption to business impact.Why community-led learning drives faster enterprise transformation than traditional training.How to create scalable, human-centered AI upskilling programs in your own organization.Key TakeawaysAI Transformation at Scale: Salesforce's playbook for skilling millions through Trailhead.Adoption Meets ROI: How AI literacy translates into measurable customer success.The Future is Agentic: Why the next frontier of product leadership blends human creativity with AI collaboration.Social Links:- Follow our Podcast on Tik Tok here- Follow Product School on LinkedIn here- Join Product School's free events here- Find out more about Product School hereCredits:Host: Carlos Gonzalez de VillaumbrosiaGuest: Meredith Brown
In this episode, Brendon Dennewill sits down with Scott Litman, SVP at Capacity and founder of Lucy AI (acquired by Capacity in 2024), to explore the reality behind AI adoption in enterprise organizations. Scott brings over 25 years of digital transformation experience and shares insights from guiding Lucy's integration into Capacity's AI platform, which now serves over 2,500 companies. The conversation cuts through AI hype to reveal why 95% of enterprise AI projects haven't reached production and what separates successful AI implementations from failed proof-of-concepts.Litman emphasizes that while individual users have incredible AI superpowers at their fingertips, enterprise adoption faces unique challenges. He advocates for treating AI as automation rather than magic, focusing on solving specific business problems through strategic problem selection and rigorous testing. This episode is essential for RevOps professionals, enterprise leaders, and B2B growth teams who need practical guidance on moving from AI experimentation to production-ready solutions that deliver measurable business outcomes.What You'll LearnWhy enterprise AI adoption lags: Limited, sensitive data that demands unique methods and strict security.POC vs. production: Scaling to enterprise-grade solutions requires testing, governance, and disciplineChoosing the right problems: Target inefficient, error-prone, or time-consuming tasks Framework for adoption: Begin with clear policies, targeted training, and a focus on automation to set realistic expectations.Driving user adoption: Offer persona-based training that solves real pain pointsAutomation over hype: Treat AI like prior digital transformations—speed of execution matters more than novelty.Training and change management: Bridge skill gaps and standardize successResources Mentioned• EOS (Entrepreneurial Operating System)• HubSpot Inbound 2025• MIT Enterprise AI Report • Microsoft Azure OpenAI Service• Anthropic Claude About Scott Littman, SVP at CapacityIs your business ready to scale? Take the Growth Readiness Score to find out. In 5 minutes, you'll see: Benchmark data showing how you stack up to other organizations A clear view of your operational maturity Whether your business is ready to scale (and what to do next if it's not) Let's Connect Subscribe to the RevOps Champions Newsletter LinkedIn YouTube Explore the show at revopschampions.com. Ready to unite your teams with RevOps strategies that eliminate costly silos and drive growth? Let's talk!
In this episode, Patti Brennan and Eric Fuhrman break down the Value Acceleration Methodology they recently learned through the CEPA program. They share why most businesses don't sell for what owners expect, the critical role of intangibles like culture and customer relationships, and how business owners can unlock massive value by de-risking their companies. Whether you're a business owner, employee, or stakeholder, this conversation offers powerful insights into building long-term enterprise value.
In this episode of Poised for Exit, we sit down with Heather Polivka, Founder and CEO of Awesome People Leaders, to explore how leadership, culture, and emotional intelligence drive real business value.Heather shares how her firm helps organizations close leadership gaps, reduce disengagement, and elevate team performance. At the center of our conversation is Awesome EQ, a new AI-powered tool that delivers real-time coaching prompts inside everyday platforms like Outlook, Gmail, and Slack. The tool helps leaders build trust, communicate more effectively, and strengthen team dynamics in the moment.Our discussion touches on why emotional intelligence is such a critical predictor of success, how real-time insights prevent miscommunication and boost retention, and the ways companies have gone through acquisitions without losing key talent. Heather also outlines a three-year roadmap for developing leadership capacity, strengthening culture, and positioning a business for greater value at exit.She emphasizes that in an AI-driven world, the human element becomes even more critical. By combining neuroscience, EQ, and technology, leaders can unlock higher performance while safeguarding company culture and long-term value.Connect with Heather on LinkedInhttps://www.linkedin.com/in/heatherpolivka/Follow Awesome People Leaders on LinkedInhttps://www.linkedin.com/company/awesome-people-leadersVisit awesomepeopleleaders.com to learn morehttps://www.awesomepeopleleaders.com/ Connect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor
In modern businesses, your data is your value. This is not a new concept, but it can be a struggle to understand where to start when it comes to harnessing your data effectively.Unstructured data, which can be generated in massive quantities before it ever produces value, can be especially difficult to handle. But if this task is completed correctly, businesses can future-proof their operations and lay the groundwork for future AI deployments.What solutions are available to turn unstructured data into machine-readable content? And how does this feed into implementing in-demand tools such as AI agents?In this special edition of the ITPro Podcast, in association with Hyland, Rory and John explore how businesses can harness their structured and unstructured data to generate value and enable AI tools.Read more:Structured vs unstructured data managementA quarter of firms still don't have a formal data strategy – and it's hampering AI adoptionData quality worries are holding back AI adoption among manufacturers, despite optimism over its growth potentialAI is causing a data storage crisis for enterprises
In this episode of The Franchise Woman podcast, hosts Rebecca Monet and Tracy Kawa welcome Jessica Fialkovich, founder of Exit Factor, bestselling author, and expert in business exit strategy. Jessica shares why selling a business is not just a transaction—it's a process that requires emotional readiness, financial preparation, and strategic planning. Drawing from her experience owning, operating, and selling multiple businesses, Jessica founded Exit Factor to help owners avoid common pitfalls and build companies that are ready for acquisition.
Send us a textIn episode 273 of Beyond The Story, Sebastian Rusk interviews Jason Alan Bohrer, a member of Dan Martell's elite mastermind, to discuss his journey of resilience and the creation of the Mastery Framework. Jason shares how surviving a life-threatening health crisis and a long recovery shaped his path forward.Tune in to discover where it all began for Jason and how his experiences shaped his path today.TIMESTAMPS[00:02:01] Brain injury and recovery journey.[00:06:09] Taking the next step.[00:10:04] Taking the next small step.[00:12:12] Trusting internal guidance.[00:16:26] Business exit strategies.[00:20:22] Take the next step.QUOTESWe need to stop lying to ourselves so we can lead ourselves." -Jason Alan Bohrer"For me, it was really learning to trust myself and to listen to what my own body was telling me." -Jason Alan Bohrer"To exit with certainty, to profit with purpose, and to really walk away wealthy." -Jason Alan Bohrer==========================Need help launching your podcast?Schedule a Free Podcast Strategy Call TODAY!PodcastLaunchLabNow.com==========================SOCIAL MEDIA LINKSSebastian RuskInstagram:https://www.instagram.com/podcastlaunchlab/Facebook: Facebook.com/sruskLinkedIn: LinkedIn.com/in/sebastianrusk/YouTube: Youtube.com/@PodcastLaunchLabJason Alan BohrerLinkedIn: https://www.linkedin.com/in/jasonalanbohrer/ X: https://x.com/jasonalanbohrer Facebook: https://www.facebook.com/jasonalanbohrer/ WEBSITEJason Alan Bohrer: https://jasonalanbohrer.com/ ==========================Take the quiz now! https://podcastquiz.online/==========================Need Money For Your Business? Our Friends at Closer Capital can help! Click here for more info: PodcastsSUCK.com/money==========================PAYING RENT? Earn airlines when you do with the Bilt Rewards MastercardAPPLY HERE: https://bilt.page/r/2H93-5474
Send us a textWhat happens when you strip commerce down to its essence? In this thought-provoking conversation between industry veterans, we explore the fundamental truth that all business boils down to two people exchanging value—and everything else is just overhead.Steve Clegg opens with a powerful framework: the economy only functions through human exchange, yet we've built towering hierarchies of "rent-seekers" atop these simple transactions. Through cryptocurrency and AI, he envisions a future where these layers disappear, returning power to buyers and sellers. His work with Zentoro has achieved remarkable 98% accuracy in predicting customer retention through transaction patterns, revealing that frequency matters far more than transaction value.Venky Lakshminarayanan brings his expertise in value management, describing it as "orchestrating business functions to maximize customer value." He challenges listeners to question whether they truly understand what problems they're solving for customers. His insights on how value differs between enterprises (revenue, profits) and individuals (recognition, quality of life) provide a framework for aligning business objectives with human needs.Nick Mavrick from Built Data completes the picture by exposing how poorly most organizations support their field personnel with actionable market intelligence. He describes a world where salespeople lack basic knowledge about customer prioritization and market coverage, resulting in missed opportunities and frustration on both sides of the transaction.Among the most practical revelations is the "50-50 rule"—research showing that conversations where both parties speak equally are dramatically more likely to result in action. This golden ratio applies whether you're a doctor with patients, a manager with employees, or a salesperson with customers.The discussion also touches on the legacy burden of enterprise systems like CRMs, which have become expensive obstacles rather than value creators. As AI enables more agile alternatives at a fraction of the cost, businesses face a critical decision point: continue with systems that deliver poor ROI, or embrace transformation?Whether you're reconsidering your business model, evaluating technology investments, or simply trying to better understand customer behavior, this conversation offers clarity on what truly drives successful commerce in today's complex environment. Visit us at LearningWithoutScars.org for more training solutions for Equipment Dealerships - Construction, Mining, Agriculture, Cranes, Trucks and Trailers.We provide comprehensive online learning programs for employees starting with an individualized skills assessment to a personalized employee development program designed for their skill level.
In this episode of The Digital Executive, host Brian Thomas welcomes Jim Spignardo, Director of Cloud Strategy and AI Enablement at ProArch. With over 25 years of IT experience across network engineering, cybersecurity, and consulting, Jim shares how he helps organizations cut through the hype to achieve measurable ROI from cloud and AI initiatives.Jim outlines the importance of starting with business outcomes, building resilient and well-governed cloud foundations, and avoiding the trap of “lift and shift” migrations. He also dives into ProArch's AI adoption playbook, highlighting secure foundations, early wins, champion networks, and measurable use cases like their Microsoft Funding Finder agent, which drives efficiency and revenue.Looking ahead, Jim discusses the rise of enterprise-wide AI agents, AI-enabled security operations, and the critical role of data governance. He emphasizes that transformation isn't just about technology—it's about people, culture, and building confidence through structure, governance councils, and clear policies.If you liked what you heard today, please leave us a review - Apple or Spotify. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
What do you do when everyone loves your product but no one's paying for it? That was the challenge facing Beautiful.ai. Founder Mitch Grasso nailed the product, but to build a sustainable business, he brought in operator Jason Lapp as CEO. In this conversation, Jason shares how Beautiful.ai killed its freemium tier, introduced a credit-card-gated trial without losing momentum, and learned to serve both self-serve and enterprise customers at the same time. He also explains how to listen to customer feedback without becoming a feature factory, and why non-technical founders shouldn't try to know everything about the tech stack. If you're a founder wondering when to put up a paywall — or how to balance PLG with enterprise sales — here's a playbook. RUNTIME 46:20 EPISODE BREAKDOWN (3:35) “ The timing of us coming together was really fortuitous for beautiful because he had already built the first version of beautiful and put it in market.” (6:28) “ Microsoft and Google report that there's close to a billion people that use presentation software on a monthly basis.” (10:51) “ At a certain point after getting in market, you start to get a different set of signal.” (14:52) The free trial period is a great opportunity to learn about what customers value most. (19:56) Leverage “emotional” feedback to improve the customer experience. (23:46) “ We do have a guiding principle, which is: on the customer side, we generally don't build for one customer need.” (26:17) Beautiful.ai uses NPS surveys to gather feedback from enterprise and individual users. (28:49) Since pivoting to paid, they have separate teams for enterprise and individual customers. (23:02) “ We think about an ICP, and then we think about an IECP, meaning the enterprise as a whole.” (33:57) Capturing behavioral and attitudinal data to understand customer behavior. (37:18) How the broader rise of generative AI has influenced GTM strategy. (42:33) Jason shares some advice for non-technical CEOs. LINKS Jason Lapp Beautiful.ai AI Isn't Coming For Jobs, It's Coming For Inefficiency Continuous Discovery Habits: Discover Products that Create Customer Value and Business Value, Teresa Torres Everything You Need to Know About Freemium Pricing, Kyle Poyar, OpenView Partners SUBSCRIBE
Gary Miller, Executive Vice President and Customer Success Officer, Oracle, talks to Bob Evans about how Oracle is helping customers navigate their AI journeys — whether they're just starting out or scaling enterprise-wide adoption. He shares how Oracle is embedding AI across its entire technology stack, aligning partner and customer success strategies, and empowering organizations through tools like Cloud Success Navigator, Innovation Studios, and democratized AI training to deliver real, measurable business value.AI-Powered Customer WinsThe Big Themes:Embedding AI Across the Entire Stack: Oracle is not just adding AI as a feature — it's fundamentally integrating AI into its entire technology stack. Gary Miller notes that many customers are surprised to discover that large language models are being trained and deployed on OCI, and that hundreds of AI capabilities are embedded directly into Fusion Applications and Oracle Database. Once customers understand this depth of integration, they quickly shift from curiosity to action, asking for guidance on how to adopt AI now, what use cases to prioritize, and how to define success.Cloud Success Navigator Is Central to AI Adoption Strategy: The Oracle Cloud Success Navigator has emerged as a pivotal tool for AI and cloud adoption. What started as a promise in a previous conversation is now a robust, free digital platform that helps customers and partners create innovation roadmaps, prioritize features, and accelerate time to value. With over 6,000 customers and 235 partners using the platform since March, the tool enables organizations to track over 11,000 adopted features — including 450 AI-specific ones.AI World 2025 Will Spotlight Real Customer Outcomes: At the upcoming AI World 2025 event, Oracle plans to go beyond product announcements to highlight customer success stories. Miller will host a keynote titled “Bold Outcomes,” featuring innovative customers and partners sharing their journeys. Oracle is also gamifying the learning experience with “AI Industry Adventure,” a theme-park-style game in Customer Success Central. Attendees will solve real-world industry challenges using Oracle Cloud AI solutions, making learning both interactive and fun.The Big Quote: “Customers are often unaware of how Oracle has embedded AI capabilities across the whole stack. Once they understand that, then they ask us for expert guidance on how best to achieve their transformation goals using Oracle AI solutions. I had one CEO, he said, after he saw this, he said, 'Well, don't let us fumble around in the dark looking for value. You know, where it is, point us there.' And so they asked, how can I start adopting AI in my current environment? . . . How do I define AI, success metrics, and realize AI value? That's the key thing."More from Gary Miller and Oracle:Connect with Gary Miller on LinkedIn or learn more about Oracle and AI. Visit Cloud Wars for more.
In this episode of Inside SAP S/4HANA Cloud, Yannick Peterschmitt welcomes SAP veteran Mickaël Quesnot to decode the ERP transformation journey for finance leaders. Discover why legacy systems are liabilities, how unified architecture eliminates reconciliation, and what role AI and Joule play in shaping autonomous finance. With powerful analogies and 25 years of experience, Mickaël offers a strategic roadmap for CFOs navigating digitalization. Are you building a future-ready finance engine or patching together outdated parts? What topic would you like us to discuss next? Send an email to insides4@sap.com
Do you really know what makes your business valuable to buyers? Would your company attract the right buyer if you tried to sell today?In this episode of The Business Ownership Podcast I interviewed Tristan Tahmaseb. Tristan Tahmaseb is a Director at ButcherJoseph & Co. He helps founder- and family-owned businesses navigate complex ownership transitions, from M&A to ESOPs and recapitalizations. With over $2 billion in advised transaction value, he's known for pairing technical expertise with a passion for legacy-driven succession planning. Tristan is an advocate for broad-based employee ownership and serves on the Finance Advisory Committee for The ESOP Association. Named an “Investment Banker to Watch” by Middle Market Growth, he's a Harvard graduate and a former collegiate football player, bringing both strategic insight and competitive drive to every deal. If you've ever thought about selling—or just want to know what buyers really care about—this episode is for you.Learn how to maximize your business value. Check this out!Show Links:Tristan Tahmaseb on LinkedIn: https://www.linkedin.com/in/tristan-tahmaseb/ButcherJoseph & Co. Website: https://butcherjoseph.com/Book a call with Michelle: https://go.appointmentcore.com/book/IcFD4cGJoin our Facebook group for business owners to get help or help other business owners!The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscalingLooking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/
Marketers' roles are changing, but their goals are still the same: reach and engage customers, meeting them where they are, and for better or worse, often needing to do more with less while delivering greater value. Agility requires both adapting to change quickly while also having the wisdom to know which changes truly matter. It demands a delicate balance between embracing new technologies and staying laser-focused on core business objectives. Today, we are here in New York City at Opticon25. We are going to talk about the growing role of AI for both marketers and consumers, how organizations can leverage an agentic platform to create better internal and external customer experiences, and how marketers can both do more with less while delivering exponentially greater value. To help me discuss this topic, I'd like to welcome Rupali Jain, Chief Product Officer and Kevin Li, SVP Product at Optimizely. About Rupali JainRupali Jain is the Chief Product Officer at Optimizely. Previously she has held product leadership roles at several SaaS software companies, including Microsoft's PowerBI and Qualtrics. Throughout her two-decade career, Rupali has shared Optimizely's vision of prioritizing the end user's daily needs. Rupali is committed to advancing practical, growth-driving applications of AI and machine learning to help marketers take control of their workflows, experiment at scale, and deliver digital experiences that meet and exceed customer expectations Rupali Jain on LinkedIn: https://www.linkedin.com/in/rupali/ About Kevin LiAt Optimizely (previously Episerver before rebrand), I describe my job as a "tale of two mirrors" with one being a telescope and one being a microscope. On the telescope side of product strategy, I own long-term strategy covering build/buy/partner, M&A (thesis, due diligence, etc.), new product launches (SaaS CMS, Personalization, etc.), analyst relations (leader in 11 categories across Gartner, Forrester, and IDC), etc. On the microscope side of product operations, I own the product commercialization process, product operations, product analytics, documentation, and competitive intelligence. Kevin Li on LinkedIn: https://www.linkedin.com/in/kevinsyli/ Resources Optimizely: https://www.optimizely.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company
In this episode of the Dream Huge Podcast, host Pete Peterson speaks with Marc Adams, founder of Acquisitions4you, about the critical importance of business valuation and exit planning. Marc shares insights on how most business owners are unprepared for selling their businesses, leading to significant financial losses. He discusses his personal journey through health challenges and how it inspired him to help others maximize their business value. The conversation emphasizes the need for proper business structure, tax planning, and running a business with an exit strategy in mind. Marc also introduces innovative solutions to help business owners retain more of their wealth and avoid common pitfalls when selling their businesses. Takeaways 98% of business owners haven't done any prep for selling. Planning should start now, not later. Health challenges can lead to new perspectives on business. Proper business structure can save significant tax costs. Running a business with an exit strategy is crucial. Many owners lose up to 50% of their business value when selling. Innovative solutions can help double business value. Business owners need to be proactive about their financial planning. The importance of protecting one's wealth is often overlooked. Marc's mission is to help business owners retain their wealth.
This is Part 2 of Steve Coughran's book Cash Flow. Steve explains why profit doesn't protect a business from failure and why free cash flow is the real survival metric. He breaks down how to calculate free cash flow, why it matters more than revenue or profit, and how companies with strong cash flow thrive in any economy.LinkedIn | YouTube coltivar.com
Kaveri Camire, the Chief Marketing Officer (CMO) of DXC Technologies, to delve into the multifaceted world of B2B marketing. Kaveri shares her impressive 20-year career journey at IBM and the significant transition to her current role. The conversation explores various themes, including brand positioning, international marketing, corporate culture, and the adoption of AI in marketing strategies. Kaveri emphasises the importance of building personal and professional narratives and how that helps frame new market categories. The discussion covers her hands-on approach to team building, the challenges of navigating large organisations, and her methodologies for driving growth and innovation through data-driven decisions. Kaveri also touches upon notable client partnerships, the intrinsic value of human connection in business, and the power of effective storytelling. 05:00 Lessons from IBM: Innovation, Global Operations, and Market Categories 08:30 Kaveri's Role at DXC Technologies: Brand Positioning and Growth10:00 Navigating Large Organizations: The Power of Humility and Networking 14:50 Experimentation in Marketing: Start Small and Scale 18:30 The Importance of Face-to-Face Meetings: Learning from Global Teams 22:50 Getting to Know the Company: Aligning with Sales and Offering Leaders 28:30 Customer Relationship Management: Listening and Innovating [30:00] Real-world Applications: Success Stories with Key Clients 36:00 Business Value of Sponsorships: Client-led Value in Partnerships 42:02 Strategic partnerships and sponsorships45:38 Challenges and advice for CMOsDon't forget to like, share, and subscribe to help us reach a wider audience! Hosted on Acast. See acast.com/privacy for more information.
In this solo episode of the Savvy Dentist Podcast, Dr Jesse Green unpacks a crucial but often overlooked topic for practice owners - how to create, grow, and maximise business value in your dental business.Whether you plan to sell your practice one day or simply want to secure long-term wealth and resilience, building business value goes beyond day-to-day revenue. Jesse explores how to strengthen repeatable, sustainable earnings, manage risk, and ultimately build a dental practice that thrives well into the future.You'll discover practical strategies to plug profit leaks, de-risk your income streams, and grow with confidence so you can enjoy greater peace of mind and maximise the return on all the time, energy, and capital you've invested.In this episode:[02:00] The two ways practice owners are financially rewarded — income vs asset value[03:07] Why repeatable, sustainable earnings are the bedrock of enterprise value[05:16] Three revenue levers that compound growth in your practice[07:01] The trap of being the primary revenue generator (and how to shift gears)[09:42] Why key-person dependent services (like “All-on-4”) can reduce valuation[10:52] The importance of managing costs, cash flow, and waste to protect earnings[12:28] How predictable growth builds buyer confidence [14:44] Managing external vs controllable risks (and the biggest one you must address)[16:14] De-risking your practice from single point sensitivities [20:41] Why diversifying patient flow is critical for sovereignty in your business.Join the free Savvy Dentist Facebook GroupFollow Dr Jesse Green on LinkedInVisit Savvy Dentist websiteMentioned in this episode:Mid Roll Ad PM Masterclass 2025Click on the link below to find out more about the Practice Manager Masterclass here. PM-Masterclass Sept 25
This is Part 2 of Steve Coughran's book Cash Flow. In this section, Steve explains why profit doesn't protect a business from failure and why free cash flow is the real survival metric. He breaks down how to calculate free cash flow, why it matters more than revenue or profit, and how companies with strong cash flow thrive in any economy.LinkedIn | YouTube coltivar.com/byfiq
In This Episode This week on Breaking Banks we're continuing our series on Brett King's new book, Branch Tomorrow. We feature interviews with some of Brett's contributing authors: Bruno Diniz, Efi Pylarinou, Jim Marous, Paolo Sironi, and Richard Turrin. Each author brings specialty in different markets giving Branch Tomorrow a multi-perspective look at banking, banking culture, changes in 'branching' and the future of financial services across the globe, from the US to India, China, and Latin America. In this episode, Brett speaks with Richard Turrin, an industry leader in fintech innovation and digital transformation, and Author of Cashless: China's Digital Currency. Brett and Richard delve into the robust digital financial services landscape in China which experienced significant digital disruption starting in the mid-2010s. You'll hear how bankers there are still reeling from the unprecedented scale of disruption brought on by MYbank, WeBank, WeChat and Alipay. Then, Brett connects with Paolo Sironi, Global Research Leader in Banking and Financial Markets at the IBM Institute for Business Value and host of Provoke.fm's Bankers Bookshelf podcast. Paolo shares insights from the Eurozone on branch transformation, highlighting how some European banks are embracing digitization by evolving their branches. He discusses how they are balancing digital and physical presence by adjusting their in-branch product offerings, with a focus on personalization, financial inclusion, and maintaining strong customer engagement. Tune in now for these insightful conversations! Branch Tomorrow, available mid-September, is an invaluable resource for bankers, regulators, fintech innovators, and future-focused leaders dedicated to thriving in the digital transformation of finance. The future of banking is here!
Check out the TIES Sales Showdown at www.tx.ag/TIESVisit The Sales Lab at https://thesaleslab.org and check out all our guests' recommended readings at https://thesaleslab.org/reading-listTo listen to The Sales Lab Podcast on your favorite apps, visit https://thesaleslab.simplecast.com/ and select your preferred method of listening.Connect with us on Facebook at https://www.facebook.com/saleslabpodcastConnect with us on Linkedin at https://www.linkedin.com/company/thesaleslabSubscribe to The Sales Lab channel on YouTube at https://www.youtube.com/channel/UCp703YWbD3-KO73NXUTBI-Q
We're certain you're experiencing this feeling as well - it's as if we're finally living in the world that was promised to us by science fiction movies. To be fair, AI has evolved into Artificial Intelligence that is indeed intelligent. While it lacks consciousness, the distinction between the two would be a topic for a separate conversation on another podcast. Today, I've invited Steve to assist app brands in understanding this complex landscape of Generative AI. Our goal is to empower you to make informed decisions about which AI tools to utilize, avoid common pitfalls, comprehend the skill sets your team requires, and more. Today's topics include: How to evaluate AI tools without getting lost in comparisons between models The most common mistake people make trying to integrate AI into their work Given AI influence, what skill sets development teams need to develop What role will "middle layer" tools play in AI adoption Advice to leaders trying to help their teams adapt to rapid AI changes Links and Resources: Steve Toy on LinkedIn Memrise website Business Of Apps - connecting the app industry Quotes from Steve Toy “You don't really care about the performance metrics of all the different models out there. What matters is whether it can do the job you need it to do well and effectively.” “The biggest mistake is not understanding the job to be done. If you just bring tools into your system without a clear goal, you end up as the proverbial hammer wandering around looking for a nail.” “Expertise is actually less important in this world. What separates those who succeed with AI from those who don't is perseverance — the willingness to go one more round” Host Business Of Apps - connecting the app industry since 2012
Missed calls lead to customer frustration and lost revenue. Voice AI changes this. With voice AI, these missed opportunities can be transformed into meaningful conversations that build loyalty and drive growth. On the latest The Modern Customer Podcast, I had a conversation with @Carson Hostetter, EVP & GM of AI + CX at @RingCentral, about how companies are using voice AI to: ✅ Replace outdated IVR menus with human-like dialogue ✅ Protect revenue by ensuring no call is missed ✅ Turn conversations into proactive customer service and business growth Carson knows the stakes. As RingCentral's former CRO, he helped grow ARR from $1.4B to $2.4B and scaled its enterprise business from $5M to $500M. Now, he's applying that same growth mindset to AI.
Welcome to a new episode of Business Lunch! In this episode, Roland Frasier and Richard Lindner take a look at the current trend of running businesses with ultra-lean teams, the role of AI in operational efficiency, and the real impact these choices have on business value and potential for acquisition. Whether you're a founder, operator, or executive looking to optimize your team, scale profitably, or prepare your business for sale, this episode is packed with insights on balancing technology, human capital, and long-term growth.Highlights:"It's a badge of honor to operate with as few people as possible.""If you're a lifestyle business, build a lifestyle business. If you're building to sell, you're selling the ability to execute.""Trying to be lean in customer support is usually to give poor customer support.""Small businesses that are overly lean are just not going to be as marketable as companies that have redundancies."Timestamps:00:00 – Introduction01:05 – The Lean Team Trend: Entrepreneurs and the new badge of honor02:44 – Three Business Models: Lifestyle, lean tech, and scalable teams05:49 – Technology as Amplifier: Roles for tech and humans08:13 – The Customer Support Cautionary Tale: $40M savings gone wrong12:16 – Human Touch in Customer Service: Why empathy matters15:45 – Transferable Value: The importance of cross-training and redundancy19:28 – Critical Roles for Lean, Profitable Companies: Finance, marketing, sales, and tech24:26 – Departmental Tech Specialists: Bridging humans and AI30:16 – Digital Marketer's AI Solutions: How to get started and who it's forCONNECT • Ask Roland a question HERE.RESOURCES:• 7 Steps to Scalable workbook • Get my book, Zero Down, FREETo learn more about Roland Frasier
Let us know your thoughts. Send us a Text Message. Follow me to see #HeadsTalk Podcast Audiograms every Monday on LinkedInEpisode Title: