Podcasts about Consulting firm

We want to hear from you.If you've been enjoying the show, we'd love your input. It only takes a minute to answer our listener survey, and your feedback really helps us improve the podcast: https://docs.google.com/forms/d/e/1FAIpQLSeb6AltIruAF2Ut0I3b-6XmdAeO0TNNJP_SlRGOo11syj4Uhw/formResponseIn this episode, Chris sits down with Brian Miller—former professional magician turned speaker, TEDx coach, and founder of a message design firm for experts—for a rigorous and thought-provoking conversation about real thought leadership. No fluff, no vague buzzwords—just a clear framework for how to lead with ideas that matter.They dive into how to turn expertise into impact, the difference between being visible and being valuable, and why the best communicators don't just speak—they persuade, challenge, and invite others to think differently.Timestamps:(00:06) – Becoming a Thought Leader Through Storytelling(04:09) – Understanding Thought Leadership: Assertions, Judgments, and Predictions(08:54) – The Role of Assertiveness in Leadership(15:53) – The Art of Making Predictions(24:00) – The Challenge of Flawed Characters in Storytelling(27:43) – The Art of Messaging in Communication(37:25) – The Art of Persuasion: Building a Compelling Argument(38:49) – Understanding Paradigm Shifts(46:04) – The Art of Misdirection in Storytelling(52:58) – The Secrets Behind the Magic Trick(01:00:01) – The Role of Luck and Preparation in Success(01:07:39) – Navigating Low Trust in a Noisy WorldCheck out today's guest, Brian Miller: Brian's YouTube: https://www.youtube.com/@brianmillerspeaksBrian's Website: https://www.brianmillerspeaks.com/Brian's Consulting Firm: https://clarityupconsulting.com/Check out The Futur:Website: https://www.thefutur.com/Courses: https://www.thefutur.com/shopLinkedin: https://www.linkedin.com/company/the-futur/Podcasts: https://thefutur.com/podcastInstagram: https://www.instagram.com/thefuturishere/Facebook: https://www.facebook.com/theFuturisHere/Twitter: https://x.com/thefuturishereTikTok: https://www.tiktok.com/@thefuturishereYoutube:https://www.youtube.com/thefuturishereCheck out Chris Do:Website: https://zaap.bio/thechrisdoLinkedIn:https://www.linkedin.com/in/thechrisdo/Facebook:https://www.facebook.com/BizOfDesignInstagram:https://www.instagram.com/thechrisdo/Twitter:https://x.com/thechrisdoTikTok:

Want to learn how we can help you grow your consulting business? Schedule your free Growth Session Call today! www.consultingsuccess.com/growMentioned in this episode:Get Expert Insights into Your Consulting Business: Claim Your FREE Growth Session Now!Want to get personalized feedback and actionable insights on your consulting business from seasoned experts who've been in your shoes? The Consulting Success Clarity Coaching Program offers just that, and you can experience a taste of it with a FREE, no-obligation Growth Session. On this call, you'll explore how to optimize your business model, refine your messaging, and build a predictable stream of high-value clients. https://www.consultingsuccess.com/coaching-for-consultantsJoin an Elite Group of Consulting Founders in Montreal for Serious GrowthImagine being in a room where every other 6 or 7-figure consulting founder is as serious about growth as you are. That's the Consulting Success Mastermind in Montreal (Sept 18-20, 2025). This is your opportunity to build real relationships with top-performing consultants, share wins and challenges, and grow strategically together. As one past attendee said, it's "exactly what I've been needing." Ready for powerful connections & expert strategy? Explore the Montreal Mastermind: https://consultingsuccess.com/montreal

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Dr. Sophia Nnenna Ononye, PhD MPH MBA is a Yale-trained Cancer Research Scientist, Entrepreneur, Podcaster, Speaker, Certified Corporate Director, Board Advisor, Women's Health/FemTech Strategist, NMQF 40 under 40 Minority Health Leader, and Mentor. Dr. Ononye has over 15 years of cross-functional experience in the biopharmaceutical industry across drug discovery, medical affairs, strategic marketing, and corporate communications with a specialty training and focus on oncology and women's health. A contributing writer to several leading outlets including Inc,, Entrepreneur, Life Science Leader, Cell & Gene, MIT Technology Review, and WebMD, Dr. Ononye is a Yale Entrepreneur in Residence, Daré Bioscience Board Advisor and previous Independent Board Director and Member of the Nomination and Corporate Government (NG&C) and Compensation Committees, EY Entrepreneurs Access Network inaugural member, Dell Women's Entrepreneur Network Advisory Council Member, and former President of the Healthcare Businesswomen's Association (HBA) New York Chapter. Dr. Ononye's list of honors includes a 2023 National Minority Quality Forum (NMQF) 40 under 40 Minority Health Leader Award. -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County.

This week, Andrew sits down with Martin Sheppard, the National Chairman of KPMG Australia, a visionary leader whose drive and dedication have shaped the firm's strategic direction. Martin's journey is a testament to the discipline and resilience required to thrive in today's competitive landscape.With nearly 3 decades of experience at KPMG, Martin has mastered the art of merging governance with innovation, all while stressing the importance of being "MatchFit" and creating "Leadership Capacity" - a holistic approach that combines physical and mental readiness for peak performance."In terms of leadership, I'm not a big emailer and I'm not a big meeting requester...I think true leadership is actually knocking over and getting things out of the way and empowering other people..."In this episode Andrew and Martin discuss:2:30 Andrew and Martin's long term professional and personal relationship, Andrew's ADHD theory in relation to productivity and the brutal feedback Andrew gave to Martin on his presentation.7:10 How showing vulnerability and putting a bit of himself in the presentation helped Martin, believing in yourself and following through on it and learning as much about leadership outside of work as inside.11:55 Advice on leadership from the former premier of NSW, the rise of digital natives in the current crop of new hires and why KPMG bought Andrew's previous business.19:20 Why Martin looks 10 years ahead, not just 10 months, Martins philosophy on mentors and some of his and Andrew's mentors throughout the years.27:50 Martin's natural curiosity and how that leads him to new skills, taking a year off when he turned 50 and spending that time renovating his own house.32:40 Leading from the back of the room, doing a shred a couple of times a year to keep good habits and the start of the shred being a terrible feeling until you get used to it.36:40 Spending the first half of your life training to be healthy for the second half, how Martin researches guests for the KPMG podcast and Gary Windgrove's quote about Martin.40:20 Martin's partner Suzanne's thoughts on Martin, doing the Sydney to Hobart race makes the rest of the year seem easier and learning leadership skills from yacht racing.47:10 Martin's disastrous first Hawkesbury kayak race, not being able to walk past a piece of rubbish without picking it up and starting work at Spotless during a time of crisis.55:20 being under pressure from day 1 to do something clever at Spotless, some of Andrew and Martin's favourite AFR cartoons from that time and Martins safety net being his family and his values.1:02:40 Dealing with tall poppy syndrome, how consulting firms can adopt AI and using AI technology for the benefit of the customers.1:09:45 Martin's love for KPMG and all it has done for him, removing the hard limit of retiring at 58 in KPMG and how Martin is able to synthesise information so effectively.1:20:00 Making sure to take time off and recharge, recognising the tough times Andrew and Martin have been through and you can't control the wind but you can control the sails.Connect with Martin at his LinkedIn: https://www.linkedin.com/in/martinsheppard1/?originalSubdomain=auOr through the KPMG website: https://kpmg.com/au/en/home/contacts/s/martin-sheppard.htmlView the AFR cartoons mentioned in the podcast:https://performanceintelligence.com/wp-content/uploads/2025/05/33d364e1f8f4f4f0b2c9b3e5d9c195a7.webphttps://performanceintelligence.com/wp-content/uploads/2025/05/813111e20707ef1bd7a1e38c3a2fdd6b670595f1.webphttps://performanceintelligence.com/wp-content/uploads/2025/05/f9a05922d440f4f9f9a365d589da430770b4526d.webpListen to the podcast with Arthur Brooks: https://findingmastery.com/podcasts/arthur-brooks/ Use Code "PIPODCAST10" to get 10% off your Lumo Coffee order:https://lumocoffee.com/Learn more about Andrew and Performance Intelligence: https://performanceintelligence.com/Find out more about Andrew's Keynotes : https://performanceintelligence.com/keynotes/Follow Andrew May: https://www.instagram.com/andrewmay/If you enjoy the podcast, we would really appreciate you leaving a short review on Apple Podcasts, Spotify or Google Play. It takes less than 60 seconds and really helps us build our audience and continue to provide high quality guests.

Azure IAM can now help you create stunning front-facing customer login portals by combining Okta's toolkit with Azure Active Directory. To find out how you can easily keep your customers' data safe and secure, visit https://azureiam.com/ Azure IAM, LLC City: Sterling Address: P. O. Box 650685 Website: https://azureiam.com

Show Notes: Steven Chao, a US-born second-generation college student, shares his experiences growing up in South Carolina and feeling overwhelmed upon arriving at Harvard in 1988. He found solace in joining the Collegium Musicum, a classical musical singing group at Harvard, which helped him find his footing and connect with people from his class.  From Biochem to Game Design to Consulting Steven majored in biochemistry, which expanded his social circle and helped him find happiness. Steven's parents were both PhDs and pushed him into the MD PhD program. However, he faced challenges in medical school and research, leading to questions about his path and the decision to pursue a career in computer gaming. Steven talks about his experience working in the sound and asset acquisition field at Activision in LA. He initially had a great time there but ultimately decided that it wasn't the long-term solution for him. He returned to his PhD program and he pinned his hopes on becoming a doctor. During the last half of the MD program, Steven realized that he didn't want to be a researcher or go into medicine. He found an opportunity to explore other careers beyond medicine or research through a sub-intern at McKinsey.  The McKinsey Years Steven joined McKinsey full-time in 2001 and worked in the Boston office. The bulk of his work was in the payer and provider space, mainly health insurance and hospital systems. He spent about four and a half years at McKinsey, starting from scratch with no business background, which proved difficult. Steven's PhD focused on biology, not analytical skills, but rather gene genetic rearrangement and plasmids, and he felt lost at the beginning of McKinsey. At the same time, he also participated in the mini MBA program in Austria.  Despite meeting great friends at McKinsey, his work was hit or miss. Steven talks about a few of the McKinsey projects he worked on and how a pharma project with Jeff Elton piqued his interest in returning to biopharma. He later worked with Kim Packard, who was his first and best mentor at McKinsey. Steven was late to promotion and advancement, and in 2004, when his wife became pregnant, he gave up his job and started considering what he would do next. Boutique Consulting, Life Sciences, and Biotech Companies In 2004, Steven joined a small consulting group at an investment bank called Leering Swan, which focused on life sciences and biotech companies. This was a better fit for Steven, who had always wanted to leverage his love for science. He joined the firm and was assigned to a project in Parkinson's disease. The experience was mind-blowing, as he interviewed world experts in this space. He was hooked within a week and found the career to be a good fit for him. The combination of his love for science and medicine, without needing to do research or have a career in clinical practice, was perfect, as he loved learning about different aspects of medicine, and the variety and diversity of the day-to-day work.   Founding ClearView Steven left Leering Swan with two other people in 2008 to co-found ClearView. ClearView was born of the same concept as Leering Swan, but focused on life sciences, biotech, pharma, private equity clients, diagnostics companies, and strategic consulting. Steven's primary hat was recruiting, and he continued to love every second of doing so. ClearView Healthcare Partners is now a well-known, private consulting firm with several 100 employees. The company has a growing presence in London, India, San Francisco, New York, and Boston.  Family Life and a Love of Musicals On the personal side, Steven has a family of four children, three girls and a boy. They also have two in college and two still in high school. The oldest is a sophomore at Harvard. Music has always been a significant part of their family. They have a love for Broadway musical theater, and they have spent a lot of time attending performances. Their youngest son is doing a local production of Hadestown in Wellesley, and their oldest is performing at the Agassi theater in a production of 9-5, the film with Dolly Parton, which has themes of female empowerment.     Timestamps: 04:50: Transition to Medical School and Early Career Challenges  13:14: Joining McKinsey and Early Consulting Experience  23:20: Discovering a Passion for Biopharma Consulting 30:04: Founding ClearView Healthcare Partners  37:27: Personal Life and Family  Featured Non-profit: Hi. This is Steve Chao, class of 1992. The featured nonprofit of this episode of The 92 report is the Merriemack Repertory Theater. My wife and I love live theater. The MRT is a fantastic organization that puts on plays and musicals every year, serving a wide catchment area in and around Lowell, Massachusetts. I was actually introduced to the MRT via a fellow class of 92 Carrie Suzawa, married named Michael. And you can learn more about the work of the MRT through the website, mrt.org. And for now, here is Will Bachman with this week's episode.  To learn more about their work, visit: https:mrt.org.   

Why you should listenLearn why most AI tools still underdeliver for Salesforce consultants—and how to close the gap with your own processes.Discover how to practically use ChatGPT Pro for Salesforce delivery (not just theory).Understand why AI Process Engineering is emerging as a critical trend—and what it means for the future of consulting.If you're overwhelmed by the AI noise but still wondering how to actually apply it to Salesforce delivery, this episode is for you. Andy Forbes, VP at Capgemini and co-author of ChatGPT for Accelerating Salesforce Development, joins me to share how his team is using AI today to drive real client outcomes—from building 83-page implementation playbooks to treating ChatGPT like a memory-enabled coworker.We dive into why most AI tools still fall short for Salesforce consultants, how to structure AI processes that actually save time, and why the emerging trend of AI Process Engineering will reshape consulting roles. Whether you're hands-on in delivery or running a firm, you'll walk away with practical strategies to stay ahead without getting lost in the AI hype.About Andy ForbesAndy Forbes is the lead author on a book about the use of Artificial Intelligence for IT project delivery. He specializes in bridging the gap between business strategy and cutting-edge technology. Andy's career has been defined by a relentless focus on crafting innovative solutions that drive measurable outcomes for global organizations, spanning SaaS, AI, and digital transformation. Today, he is dedicated to advancing the integration of generative and predictive AI into IT project delivery and helping organizations harness the transformative potential of these technologies. His work includes pioneering AI tools to accelerate delivery teams, designing architectures that embed AI into enterprise landscapes, and writing books and thought leadership pieces on the future of AI-driven delivery and capabilities. Andy is passionate about fostering collaboration and mentoring teams to deliver excellence at scale, across implementing IT solutions, developing AI-powered applications, and creating delivery methodologies that redefine what's possible.Resources and LinksCapgemini.comAndy's LinkedIn profileAndy's book: ChatGPT for Accelerating Salesforce DevelopmentPrevious episode: 605 - You Can't Own a Niche You Don't UnderstandCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources

This week in the guest chair, we have former Podcast Moguls student Zach Nunn, Founder and CEO of Living Corporate. Zach unpacks how he turned his podcast into a thriving consulting business, landing brand partnerships with major corporations like Pfizer and more. He talks about the strategies behind creating authentic, high-quality content, leveraging interviews as a networking channel, and maximizing the value of a show's back catalog.In this episode he shares:Why owning your IP is a game-changer for growing podcast revenueHow to repurpose past podcast episodes into new offers (and sell them)Why being transparent about your numbers, no matter how small, can still land you big corporate clientsHow he applied what he learned in Podcast Moguls to his business modelHighlights include: 00:00 Intro04:50 Centering marginalized voices in the workplace08:50 Side hustling while juggling a full-time job11:41 Developing a “bundle” approach to brand partnerships17:30 Expanding from a single podcast to a network37:00 Leveraging 900 hours of archived interviews for his AI e-learning platform51:00 Transitioning from DEI language to “experience management”1:02:00 Advice for entrepreneurs Check out episode 455 of Side Hustle Pro podcast out now on Apple Podcasts, Spotify, and YouTubeThis episode is brought to you by: Skillshare: Take Nicaila's class and explore thousands more hands-on classes taught by creative experts from around the world. Get one month free at sidehustlepro.co/skillshare.Links mentioned in this episodePodcast Moguls Coaching: https://sidehustlepro.co/podcastmoguls/ Living Corporate: https://living-corporate.com Zach's LinkedIn: https://www.linkedin.com/in/zacharynunnphr Zach's email:zach@living-corporate.com Opus Clip (auto-generate multiple clips): https://opus.pro RedCircle: https://redcircle.com CEO Action: https://www.ceoaction.com/ AnnouncementsJoin our Facebook CommunityIf you're looking for a community of supportive side hustlers who are all working to take our businesses to the next level, join us here: http://sidehustlepro.co/facebook Hosted on Acast. See acast.com/privacy for more information.

Send us a textWith so many consulting firms out there - MBB, Big 4, boutiques - how do you find the best fit? Should you specialize or stay generalist?In this Strategy Simplified episode, recorded from a live event and presented by Bates White, the Management Consulted team breaks down how to choose the right firm for your career.Tune in for a practical framework to help you evaluate:The roles and levels available to youHow your background (industries, functions) impacts your optionsThe best geography for your career goalsWhether MBB, Big 4, or a boutique firm is the right path for youIf you're exploring consulting but unsure where to start, this episode will help you find clarity and direction.Additional ResourcesJoin Black Belt for expert support identifying the right firms for you, building a networking and application strategy, and prepping for interviewsFind top consulting jobs on the Management Consulted Job BoardConduct firm research and find consultant email formats on the Consulting Firm DirectorySee how much you can make at 100+ consulting firms in the Salary ReportSee application deadlines for advanced degree Bridge ProgramsPartner LinksExplore open roles at Bates White (email: careers@bateswhite.com)More info on Palm Tree careersConnect With Management Consulted Book a free 15min info call with Katie. Follow Management Consulted on LinkedIn, Instagram, and TikTok for the latest updates and industry insights. Join an upcoming live event - case interviews demos, expert panels, and more. Email our team (team@managementconsulted.com) with any questions or feedback.

In this episode, we'll dive even deeper into value proposition design ... and discuss the next critical issue: Defining your consulting firm's ideal client profile or "ICP." Flo will guide you through all key steps, from defining "ideal" to reviewing your best recent engagements, to deriving a crisp description of your ICP.   Credits Voices, production, etc. by Ash and Flo. Creative and design advice by @calmar.creativ Into, outro voiceover by @iamthedakota Music also by @iamthedakota   Show notes Link to our handy "Best Engagement Review Guide" (a Google Doc)

A cannabis laboratory is no longer a backyard operation but a regulated facility no different from that of pharmaceutical companies. Let Hempire Labs S.L. help you build a profitable operation by keeping you compliant with its world-class consulting service. Learn more at https://hempirelabs.eu Hempire Labs S.L. City: Marbella Address: POLIGONO NUEVA CAMPANA, 93 Website: https://hempirelabs.eu

Register for:Employee Issues & Non-Competes When Buying a Business - Thu March 13 - https://bit.ly/3F6dasGThe live Q&A with Nick on March 25th: https://bit.ly/3DoZfgDIndustry outsider Nick Munsee bought a traffic engineering firm for a good price, carefully de-risking the acquisition.Topics in Nick's interview:Managing from out of stateThe white whale: a deal that almost happenedLessons from a failed acquisitionFinding Hales EngineeringUnderstanding the traffic consulting businessNavigating lender challengesIncentivizing key employeesChallenges in consulting business growthProject-based revenue insightsThe abrupt customer hand-offReferences and how to contact Nick:LinkedInHales Engineeringnick@saltbros.coWork with an SBA broker who focuses exclusively on helping entrepreneurs buy businesses:Matthias Smith of Pioneer Capital AdvisoryGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsGet $200 off your ticket to the M&A Launchpad Conference in Houston on May 3rd:https://www.malaunchpad.com & enter code ACQUIRINGMINDSConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

The Cybercrime Wire, hosted by Scott Schober, provides boardroom and C-suite executives, CIOs, CSOs, CISOs, IT executives and cybersecurity professionals with a breaking news story we're following. If there's a cyberattack, hack, or data breach you should know about, then we're on it. Listen to the podcast daily and hear it every hour on WCYB. The Cybercrime Wire is brought to you Cybercrime Magazine, Page ONE for Cybersecurity at https://cybercrimemagazine.com. • For more breaking news, visit https://cybercrimewire.com

You've heard how important it is to refine your firm's value proposition - so let's get to it! In this episode, Flo will walk you through the process of filling in box nr. #1 in TheVisibleAuthority's "Value Proposition Canvas," and find a comprehensive (and compelling) answer to the question: Why do clients come to you? Credits Voices, production, etc. by Flo Creative and design advice by @calmar.creativ Into, outro voiceover by @iamthedakota Music also by @iamthedakota   Show notes No notes for this one!

Welcome to a MASTERCLASS on scaling a consulting business from $200K to $500K. This phase of business has one of the STEEPEST LEARNING CURVES because so much is changing at once. If you feel overwhelmed, you're not alone—this is the stage where every major area of your business shifts simultaneously. In this episode, I dive into the unspoken challenges that occur as you grow toward $500K, including changes in your clients, team, finances, operations, mindset, and leadership. I have personally listened to A LOT of podcasts about growing a business and have never heard this phase addressed in the comprehensive way I do in this episode.  Drawing from my work with nonprofit consultants and service providers, I break down why this stage of business growth can feel overwhelming, why so few coaches specialize in it, and the key transformations you need to navigate successfully. If you're in this growth phase, know that you're not alone. There's a path through the messy middle, and I'm here to guide you through it. ***Please share this with at least one other consultant today.*** Work With Me: Get clarity on your next best move and a strategic roadmap through the messy middle. In my 90-minute intensive, we'll create a personalized plan to package a service that fits your business goals and helps you thrive. Learn more at https://nataliemba.com/intensive.   Connect with Natalie on LinkedIn   Explore NatalieMBA.com

How exactly does a classically trained marketer transition from big-budget ad agencies to founding a consultancy that propels private equity portfolio companies to their revenue goals? Summer Craig, founder of Craig Group, joins Michael today to share her journey from corporate roles at HomeAway.com and Gulf States Toyota to building a 23-person growth advisory firm. Along the way, Summer uncovered a critical market gap: the challenge of attributing marketing spend to revenue, especially at the board level. Leveraging her experience and a key early client, she pivoted from media buying to strategic consulting, focusing on the underserved lower middle market. If you are struggling to connect with private equity firms, Summer's insights into aligning marketing strategies with financial outcomes offer a roadmap for consultants aiming to make a significant impact in specialized markets.In this episode, you'll learn:How Summer identified a critical market need while working with major brands and agencies.The steps Summer took to transition from a corporate employee to a consultant, including securing her previous employer as her first client.How Summer expanded her client base through strategic networking, and how adding a partner with private equity expertise proved pivotal.The critical financial metrics Summer tracks to ensure sustainable growth, including customer acquisition cost and margin analysis.How Summer adapted her firm's messaging to resonate with private equity clients, moving away from marketing jargon to the language of value creation.Why proactive outbound marketing and awareness building are essential, even in a referral-driven business model.That Summer offers a free CRO dashboard designed to help calculate CAC and LTV that's available here: Summer's FREE CRO Dashboard Download.Important Links:Summer CraigCraig GroupCraigGroup.IO on LinkedInSummer's FREE CRO Dashboard DownloadLove the show? Subscribe, rate, review, and share! https://www.consultingsuccess.com/podcastMentioned in this episode:Momentum ProgramBoost your consulting business in 2025 with the enhanced Momentum Program from Consulting Success, featuring new Pentagon Calls! Training starts February 4th. Get the strategies you need for predictable growth. Visit www.ConsultingSuccess.com/jumpstart to learn more and register. Check Out Our Youtube ChannelDon't miss any of our additional content over on our Youtube channel! https://www.youtube.com/@ConsultingSuccessTV

Are you looking to move on from your gym or fitness business in 2025? We Sell Gyms can help by offering comprehensive guidance throughout the sale process. Visit https://www.wesellgyms.com/sell-your-fitness-business/exp/ to get started. We Sell Gyms City: Austin Address: 4515 Menchaca Rd Website: http://www.wesellgyms.com

Rounding out 2024, Blake and David tackle tons of accounting news, including bookkeeping startup Bench's shutdown and the ongoing BOI reporting requirements saga. They also examine concerns about IRS Commissioner nominee Billy Long's credentials, including his "Certified Tax and Business Advisor" designation from a three-day seminar. Wrapping up, they review some of 2024's hottest stories, including declining CPA candidates, audit quality issues, and KPMG CEO Paul Knopp's Wall Street Journal op-ed about the "dying language of accounting."SponsorsLiveFlow - http://accountingpodcast.promo/liveflowSuralink - http://accountingpodcast.promo/suralink Cloud Accountant Staffing - http://accountingpodcast.promo/casTaxBandits - http://accountingpodcast.promo/taxbanditsChapters(01:36) - Beneficial Ownership Information Reporting (BOI) (03:39) - Bench Accounting Shutdown (12:35) - Automated Bookkeeping Challenges (18:35) - Tax Fraud Case: The Magician (28:20) - IRS Commissioner Nominee Controversy (33:55) - Tax Refunds and Lifetime Advisors (36:16) - The Dying Language of Accounting (37:44) - CPA Licensure Reform (39:05) - Working Conditions in Accounting (42:28) - Reflecting on 2024: Key Themes and Events (55:34) - AI and the Future of Accounting (01:00:59) - San Francisco's Tax Controversies (01:04:03) - IRS Special Payments and Predictions for 2025 (01:06:25) - Bitcoin and Quantum Computing Risks (01:09:13) - Closing Remarks and CPE Information  Show NotesBench shuts down, leaving thousands of businesses without access to accounting and tax docshttps://techcrunch.com/2024/12/27/bench-shuts-down-leaving-thousands-of-businesses-without-access-to-accounting-and-tax-docs/New York tax preparer called ‘the Magician' charged for tax fraud of $145mhttps://www.theguardian.com/us-news/2024/dec/17/new-york-magician-tax-fraudBilly Long, Trump's Nominee to Lead the IRS, Touts a Credential That Tax Experts Say Is Dubioushttps://www.propublica.org/article/billy-long-irs-trump-certified-tax-business-advisor-missouriHow a Consulting Firm and Trump's I.R.S. Pick Pushed a Problematic Tax Credithttps://www.nytimes.com/2024/12/24/business/billy-long-irs-tax-credit.htmlThe Dying Language of Accountinghttps://www.wsj.com/opinion/the-dying-language-of-accounting-cpa-licensing-fede2e74CPAs Deliberate on the Decline of Accountinghttps://www.wsj.com/opinion/cpas-deliberate-on-the-demise-of-accounting-kpmg-business-language-c0be3e68Most Americans say a salary of $270K deems financial successhttps://www.cfo.com/news/most-americans-say-salary-of-270k-deems-financial-success-gen-z-boomers-inflation/734019/CFPB Sues Walmart and Branch Messenger for Illegally Opening Deposit Accounts for More Than One Million Delivery Drivershttps://www.consumerfinance.gov/about-us/newsroom/cfpb-sues-walmart-and-branch-messenger-for-illegally-opening-deposit-accounts-for-more-than-one-million-delivery-drivers/Lyft Accuses San Francisco of $100 Million Tax Overchargehttps://www.bloomberg.com/news/articles/2024-12-24/lyft-accuses-san-francisco-of-overcharging-100-million-in-taxesIRS announces special payments going this month to 1 million taxpayers who did not claim 2021 Recovery Rebate Credit; encourages non-filers about approaching deadline to claim creditshttps://www.irs.gov/newsroom/irs-announces-special-payments-going-this-month-to-1-million-taxpayers-who-did-not-claim-2021-recovery-rebate-credit-encourages-non-filers-about-approaching-deadline-to-claim-creditsNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast

01:00 Fewer but better immigrants 03:00 NYT: Migrants and End of Covid Restrictions Fuel Jump in U.S. Homelessness, https://www.nytimes.com/2024/12/27/us/homelessness-hit-record-level-in-2024.html 04:00 WP: A MAGA ‘Civil War' on X between Musk and the far right over H-1B visas, https://www.washingtonpost.com/technology/2024/12/27/h-1b-visas-elon-musk-trump-immigration/ 06:00 The Dooovid question, 18:00 NYT: Why the U.S. Could Come Out Ahead in a Tariff War, https://www.nytimes.com/2024/12/27/opinion/trump-tariffs-china-europe.html 55:30 WSJ: What Your ‘Face Age' Can Tell Doctors About Your Health, https://www.wsj.com/health/wellness/face-age-test-health-medicine-6ca1a4c5 1:18:45 NYT: How a Consulting Firm and Trump's I.R.S. Pick Pushed a Problematic Tax Credit, https://www.nytimes.com/2024/12/24/business/billy-long-irs-tax-credit.html 2:22:00 Constitutional Dictatorship: Its Dangers and Its Design, https://decoding-the-gurus.captivate.fm/episode/curtis-yarvin-the-edgelords-guide-to-monarchy-40k 2:25:00 Elon Musk, Laura Loomer Space, https://x.com/Ronxyz00/status/1872610152165388425 2:33:40 Kip joins to talk Laura Loomer 2:35:00 WP: For Laura Loomer, a Trump comeback is everything, https://www.washingtonpost.com/style/power/2024/05/02/laura-loomer-donald-trump/ 2:37:00 Dennis Dale, Kevin Michael Grace 2:40:00 The rise and fall of the AR 2:52:00 A history of my online personae 2:55:00 My key compatriots in my blogging & livestreaming 3:08:00 My greatest hits, https://lukeford.net/blog/?p=143746 3:21:00 The Wolves of K Street: The Secret History of How Big Money Took Over Big Government, https://lukeford.net/blog/?p=158424

In our news wrap Friday, consulting firm McKinsey and Company will pay $650 million to settle a federal investigation into its work for the opioids maker Purdue Pharma, the state of Texas has sued a doctor in New York for mailing abortion pills to a patient in the Dallas area and Russia launched a barrage today of 200 drones and nearly 100 cruise and ballistic missiles all across Ukraine. PBS News is supported by - https://www.pbs.org/newshour/about/funders

Tim Conkle is the CEO and Founder of The 20 MSP, an established IT Managed Services and Consulting Firm providing expert solutions to businesses. With over 30 years of entrepreneurial success, he has advised hundreds of Managed Service Providers (MSPs), developed a multimillion-dollar sales model, and led 36 acquisitions through a unique consolidation strategy that transforms operational efficiency. A visionary and leading expert on mergers and acquisitions, Tim's innovative approach eliminates traditional integration challenges, allowing businesses to thrive under a unified model. He also serves as the President of the board of directors for Cytracom and is an active member of the Forbes Technology Council and Entrepreneurs' Organization (EO). In this episode… Building and scaling a successful business is challenging, especially in industries prone to inefficiencies and misaligned goals. Many MSPs struggle with growth due to fragmented systems, lack of standardization, and limited resources for creating seamless customer experiences. Additionally, the complexities of mergers and acquisitions often deter MSPs from pursuing growth opportunities, leaving many business owners without viable exit strategies. Tim Conkle, a leading voice in the MSP space, tackles these challenges head-on by creating a groundbreaking model for MSP collaboration and acquisition. His strategy involves uniting MSPs under a shared platform with standardized tools, processes, and service delivery models, enabling businesses to streamline operations and prepare for acquisition. Tim's flat-rate IT support model aligns directly with client goals, while his unique consolidation framework ensures seamless transitions during mergers. Tim attributes his success to his ability to dream big and unite aligned businesses while fostering a culture of empowerment and entrepreneurial spirit. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Tim Conkle, Founder and CEO of The 20 MSP, about his innovative strategies for scaling MSPs. Tim shares insights on cultivating the right mindset for expansion, the advantages of pre-aligned acquisition targets, and harnessing the power of dreaming with one's eyes open. Business leaders looking to expand and leave a mark will find Tim's journey a blueprint for leveraging vision and teamwork.

Shane Thomas is a Canadian-born real estate entrepreneur and Co-Founder of Catalyst Equity Partners, a Texas-based privately held real estate investment firm founded in 2016. Catalyst focuses on the acquisition and management of large value-add multifamily properties in high-growth markets. Catalyst currently has ~1,900+ units and assets under management valued at $300M+.  Shane is also a Co-Founder of CEP Construction Services, a multifamily construction and rehab company. Shane leads the acquisitions, financing, asset management, and investor relations efforts at Catalyst. Shane leverages his expertise in large-scale project management, analytics, and process improvement to ensure Catalyst's processes are best-in-class.  Prior to starting Catalyst, Shane had 10+ years of experience working at PwC, a Big-4 Consulting Firm, where he led large teams in strategically advising large Fortune 500 companies on ways to improve operations, increase revenues, and reduce costs by implementing streamlined processes and technology.    In this episode, we talked to Shane about, the lessons he learned from his initial investments, his transition from a limited partner to a general partnership, what it takes to be a good syndicator or operator, adapting the right business plan for every deal uniquely, key things to look at while preparing that business plan, and much more.   Announcement: Learn about our Apartment Investing Mastermind here.   Downside Protection in Multifamily Syndication;   02:27 Shane's background; 14:21 Lessons he learned from initial investments; 17:41 When he transitioned from limited to general partnership; 19:47 What it takes to be a good syndicator or operator; 24:22 Adapting the right business plan for every deal; 30:24 The key things to look at while preparing the business plan; 34:08 Round of Insights   Announcement: Download our Sample Deal package here.   Round of Insights   Apparent Failure: Not capitalizing the deals as well as they needed to be in his early deals. Digital Resource: Slack, Asana, and similar communication tools. Most Recommended Book: Who Not How. Daily Habit: Writing the top 3 things to accomplish every day, first thing. #1 Insight for scaling a multifamily investing firm: Finding the right people to delegate certain tasks is key to success. Best place to grab a bite in Houston, TX: Uchi.   Contact Shane: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Are you ready to ditch the marketing overwhelm, attract your dream clients, and join a supportive community of female entrepreneurs? The EmpowerHer Business Accelerator Podcast is your guide to building a thriving business with confidence! Each week, you'll get actionable strategies, mindset shifts, and the inspiration you need to step into your power as a CEO.   In this episode of the Empower Business Accelerator Podcast, host Philippa Channer delves into the essential practice of setting business goals. She guides listeners through a structured approach, emphasizing the importance of dreaming big with ten-year, three-year, and one-year goals. Philippa encourages entrepreneurs to envision their long-term aspirations and break them down into actionable steps. She also highlights the significance of reflection and adjustment in the goal-setting process. Additionally, Philippa shares details about an upcoming holiday giveaway and the Empower program launching in January 2025, offering a discount for early sign-ups.   Whenever you are ready, here are some ways that we can help you:   Free 30-Hour EmpowerHer Discovery Session: https://channerconsultingllc.hbportal.co/schedule/660da85649ef86002d1790d3 Subscribe for regular content on developing a solid marketing plan, marketing strategy, and marketing tips.   Connect with us: Linkedin: https://www.linkedin.com/company/channer-consulting-llc Facebook: https://www.facebook.com/channerconsulting/ Instagram: https://www.instagram.com/channerconsulting/ Get in touch: info@channer-consulting.com

Join us as we touch on McKinsey's outsized role in the wealth disparity of modern America Here are our sources: https://docs.google.com/document/d/1G4vWUjqZt7Fk5gF-XhkWVSiitAIBlpcPI5hQwy3RDOQ/edit?usp=sharing Like! Comment! Subscribe! Questions or Profiteer Requests? Drop us a line at profitvspeeps@gmail.com Also, check out our subreddit! https://www.reddit.com/r/profiteersvsthepeople/

Do you know the IDEAL team structure if you want to build a lean dream team where every team member is a high performer and does their role with excellence? (Yes, you are worthy of that level of support.) You will learn the actual positions you need to hire and learn where you are headed and what the  next step is in growing your consulting firm.  Connect with Natalie on LinkedIn - I'd love to know what team members you have and what position you plan to hire next.  

I talked to the river historian Scot McFarlane who runs his own historical consulting firm, the Oxbow History Company. My guest shared how he translated his passion for river histories into work with clients and how he found his niche within this competitive market. It was fascinating to learn about the daily grind of running a historical consulting firm, the numerous challenges involved as well as tremendous rewards. Scot talked about rediscovering the pleasures and the freedom of historical writing for non-academic audiences, helping others see familiar spaces in a completely different way as well as helping organizations connect with people who may be into "environmentalism" yet who care deeply about rivers. We also discussed overcoming the various challenges to building non-academic career pathways while completing a PhD. A very honest conversation, hope you'll check it out. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

I talked to the river historian Scot McFarlane who runs his own historical consulting firm, the Oxbow History Company. My guest shared how he translated his passion for river histories into work with clients and how he found his niche within this competitive market. It was fascinating to learn about the daily grind of running a historical consulting firm, the numerous challenges involved as well as tremendous rewards. Scot talked about rediscovering the pleasures and the freedom of historical writing for non-academic audiences, helping others see familiar spaces in a completely different way as well as helping organizations connect with people who may be into "environmentalism" yet who care deeply about rivers. We also discussed overcoming the various challenges to building non-academic career pathways while completing a PhD. A very honest conversation, hope you'll check it out. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the GASB Podcast, host Troy Trewin interviews John Lenker and Assaf Arie from Lenker Consulting, a firm specializing in strategic marketing and business growth. They share insights on scaling their business from 4 to 14 team members, achieving 10x revenue growth, and helping clients save millions. With over 22 years of experience, they discuss the challenges and successes of building a value-driven company. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? John Lenker and Assaf Arie believe the hardest part of growing a small business is managing emotional and practical challenges, staying resilient after setbacks, and understanding the industry. Balancing growth with payroll and hiring adds stress, especially when taking risks on new hires. They emphasize patience in building client relationships at the right pace to avoid overwhelming them. What's your favorite business book that has helped you the most? John Lenker and Assaf Arie often reference The Toyota Way as their favorite business book. They appreciate how it showcases a mindset shift in the automotive industry, demonstrating more efficient, profitable methods of production. The book's lessons on optimizing processes and continuous improvement resonate with them and have influenced their approach to business growth and innovation. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? John Lenker and Assaf Arie recommend using Active Campaign for CRM and marketing automation and Webflow for building websites and landing pages. They also mention enjoying the Joe Rogan podcast for a break from business. What tool or resource would you recommend to grow a small business? John Lenker and Assaf Arie recommend using Active Campaign for CRM and marketing automation and Webflow for building digital environments like websites and landing pages. What advice would you give yourself on day one of starting out in business? John Lenker and Assaf Arie advise that starting a business will be much harder than anticipated. They suggest being prepared for significant challenges and understanding that things will get tougher before they get easier. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: The second you run out of problems, you're out of business – be grateful for them – John Lenker & Assaf Arie Create a culture from your values, not just what the crowd is doing – John Lenker & Assaf Arie Get excited about what a new hire can do for you, and trust them to do their job – John Lenker & Assaf Arie    

In this episode, we explore the fascinating work of the Office of the Secretary of Defense, Cost Assessment and Program Evaluation (OSD CAPE), described by Wilton Virgo as "part think tank, part consulting firm, and all-around analytical powerhouse." Wilton reveals the key skills needed to thrive at CAPE—sharp analytical skills and outstanding communication skills—and shares how he turned a technical disaster during his own interview into a success story.Find complete show notes at: https://clearedjobs.net/osd-cape-think-tank-and-analytical-powerhouse-podcast/_ This show is brought to you by ClearedJobs.Net. Have feedback or questions for us? Email us at rriggins@clearedjobs.net. Sign up for our cleared job seeker newsletter. Create a cleared job seeker profile on ClearedJobs.Net. Engage with us on LinkedIn, Facebook, Instagram, X, or YouTube. _

In this episode, we delve into the qualities essential for leadership success, such as courage, curiosity, adaptability, and the willingness to unlearn. Annette highlights the pitfalls many leaders face, from giving away influence to tolerating misalignment within their teams.We discuss common leadership mistakes and the impact of poor communication on a firm's success and reputation. Annette stresses the need for clear, consistent communication and tailored retention strategies while advocating for setting goals that go beyond financial metrics.Join us as we navigate  through the complex yet rewarding landscape of leadership, offering practical advice and heartfelt wisdom. Don't miss this episode that's packed with strategies for building successful teams and nurturing a thriving company culture. Resources Mentioned: Book: Flawless Consulting by Peter BlockCoaching for Leaders PodcastUnlocking Us Podcast- Brené BrownThis American Life Podcast- great for storytelling skillsThe Moth Podcast- great for storytelling skillsYour Brain at Work Podcast The Chris Voss ShowThe Sales Management. Simplified. Podcast with Mike WeinbergThe Anthony Iannarino Show______________________Follow Annette Wehrli on LinkedIn: www.linkedin.com/in/annettewehrli/Check out the Effectivity Consulting website: www.effectivity.consultingFollow Crelate on LinkedIn: https://www.linkedin.com/company/crelate/Subscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

Podcast: Bites & Bytes PodcastEpisode: Safeguarding the Grid and the Plate: OT Insights with Aaron Crow, Host of PrOTect IT All PodcastPub date: 2024-08-26In this special joint episode of the Bites and Bytes Podcast, host Kristin Demoranville teams up with Aaron Crow, the esteemed ProOTect IT All Podcast host and Senior Director at MorganFranklin Cyber. Aaron brings over two decades of experience in the cybersecurity domain, with a particular focus on operational technology (OT) and critical infrastructure. Together, they explore the evolving landscape of OT cybersecurity, discussing the challenges and strategies involved in protecting both the power grid and food supply chains. Aaron shares his insights from his extensive career, including overseeing cybersecurity protocols at over 40 power generation sites, highlighting the importance of cross-industry collaboration. Whether you're in the food industry or power utilities, simply passionate about cybersecurity, or even curious, this episode offers valuable insights into safeguarding our most vital systems. _______________________________________________

Dan Helfrich is the dynamic CEO of Deloitte Consulting LLP, leading the firm through significant innovation and growth. With over two decades at Deloitte, he is known for his strategic vision, client dedication, and commitment to creating an inclusive culture. Helfrich's educational background in government, economics, and business from Georgetown University laid the groundwork for his rise in Deloitte, where he excelled in strategy and operations.Before becoming CEO in 2019, Helfrich led Deloitte's Federal Government practice, driving public sector innovation. As CEO, he has championed digital transformation, social impact, and corporate responsibility, emphasizing diversity and inclusion within the firm. Helfrich is also a respected thought leader, speaker, and advocate for education, serving on Georgetown University's board of trustees. His leadership journey exemplifies dedication and visionary change in the consulting industry. Hosted on Acast. See acast.com/privacy for more information.

In this session we explore the remarkable journey of a consulting firm that expanded from a small team of 12 to a robust organization of 250 employees over 14 years. Discover the strategic decisions, leadership principles, and innovative practices that fueled their growth and led to a successful exit. Join us as we delve into the challenges they faced, the lessons they learned, and the key factors behind their impressive transformation.

Jason Shafton is the founder of Winston Francois, a growth consulting firm. Winston Francois helps helps founders, executives, and investors with growth, product, and marketing. Prior to Winston Francois, Jason was the VP at Vively Health, VP of Marketing at Headspace, and Chief Marketing Officer at Soothe. Jason was also the co-founder of Heal, providing access to primary care doctors through a simple app. In this episode, we talk about Jason's career and gave him the perfect experience to build a growth consulting firm for founders.

Shane is a Canadian-born real estate entrepreneur and Co-Founder of Catalyst Equity Partners, a Texas-based privately held real estate investment firm founded in 2016. Catalyst focuses on the acquisition and management of large value-add multifamily properties in high-growth markets. Catalyst currently has ~1,900+ units and assets under management valued at $300M+.Shane is also a Co-Founder of CEP Construction Services, a multifamily construction and rehab company. Shane leads the acquisitions, financing, asset management, and investor relations efforts at Catalyst. Shane leverages his expertise in large-scale project management, analytics, and process improvement to ensure Catalyst's processes are best-in-class.Prior to starting Catalyst, Shane had 10+ years of experience working at PwC, a Big-4 Consulting Firm, where he led large teams in strategically advising large Fortune 500 companies on ways to improve operations, increase revenues, and reduce costs by implementing streamlined processes and technology.Shane is a Certified Public Accountant (CPA, Illinois) and Chartered Accountant (CA, Canada). Shane has a bachelor of Mathematics degree and a Master of Accounting degree from The University of Waterloo located in Ontario, Canada.Support the Show.https://www.buzzsprout.com/1187780/supporters/newFollow Rama on socials!LinkedIn | Meta | Twitter | Instagram|YoutubeConnect to Rama Krishnahttps://calendly.com/rama-krishna/ E-mail: info@ushacapital.comWebsite: www.ushacapital.comRegister for Multifamily AP360 - 2024 Capital Raising virtual conference - https://multifamilyap360.mykajabi.com/capitalRaisingTo find out more about partnering or investing in a multifamily deal: email: info@ushacapital.com

Discover how BCG is revolutionizing the consulting industry with AI. Join me and Vlad Lukic, Managing Director and Senior Partner, as we discuss the transformative power of generative AI in accelerating processes and driving deeper insights.

In this session, we dive into the incredible journey of a consulting firm founder who found a pivotal ally in their number two. Join Brian Albers, COO at Data Clymer, and discover how his dynamic partnership with his founder drove the company's growth, navigated the scaling challenges, and ultimately led to a successful exit. Through candid conversations and valuable insights, we explore the essential role of a strong second-in-command in transforming vision into reality.

Rich Lesser, Global Chair of BCG Rich didn't start his career in management consulting. We explore how he decided to give up his plum engineering job at Procter & Gamble to join Boston Consulting Group as a consultant. He shares how he rose through the ranks at BCG over 35 years before ending up as CEO and a trusted advisor to CEOs, politicians, and other global influence-makers. We also get Rich to share his best secrets for leveling up your career and the skills he learned as a management consultant that everyone can learn and use to succeed professionally. (Hint: They involve breaking some barriers!) This episode of "The Blind Ambition with Jack Kelly" is brought to you by Hims and BetterHelp. Get access to affordable and discrete sexual health treatments with a free online visit at ⁠⁠⁠⁠⁠⁠hims.com/blind⁠⁠⁠⁠⁠⁠. BetterHelp offers affordable online therapy on a flexible schedule. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠betterhelp.com/teamblind⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for 20% off your first month. ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/blindpodcast⁠

Let us know if you enjoyed this episodeIn this episode, we review an R&D tax credit business in Idaho for sale at $6.5 million with Andrew Gazdecki from acquire.com as a special guest. The business makes $3 million profit each year. We discuss how it makes money, possible risks, and how to finance the purchase. Everyone thinks it's a good buy because of its high profit and low cost. Tune in and enjoyCheck out the listing hereThanks to this episode's sponsor:Acquisition Lab and their team have been longtime supporters of the pod.Acquisition Lab exists to help people buy a business and navigate all the complexities of the process, as well as provide a trusted framework, tools, and resources to support you from search to close.If you are serious about buying a business, check out acquisitionlab.com or email the Lab's director Chelsea Wood, chelsea@buythenbuild.com and mention us ;)Learn how to buy a business.If you are interested in buying a business but unsure how to start, you should check Michael's Buy a Business Course:You will learn:• Build a thesis for the type of business that's right for you‍• Learn how to stand out in a sea of buyers• Create a working, scalable Deal Engine getting you leads• Maximize your chances of finding great dealsAdvertise with us by clicking here Do you love Acquanon and want to see our smiling faces? Subscribe to our Youtube channel. Do you enjoy our content? Rate our show! Follow us on Twitter @acquanon Learnings about small business acquisitions and operations. For inquiries or suggestions, email us at contact@acquanon.com

Show Notes: Maria Isabel Rios discusses the importance of making a firm work for you, rather than working for your firm. She emphasizes that firm leaders often immerse themselves in their firm in service to growing the firm to make it successful. Maria Isabel suggests that a better way to be a firm leader is to make your firm work for you. This involves finding ways to evaluate your firm, add value to your life, and bring success into the picture. A Formula to Make Your Firm Work for You A formula for making a firm work for you includes identifying key areas of importance in your personal life, and looking at your consulting firm's purpose, values, and intentions. Then, you can look at how these elements can intersect. The formula should be tailored to your needs and preferences, and should be specific to your goals. For example, if you want to spend one weekend day with family, zero work, every week for the next 52 weeks, this can be a more specific goal. Another example is a firm leader setting their goals for financial success, which can be a specific percentage of their income that goes into their retirement account. By making these personal intentions specific, you can create a formula that works for you and your firm.  Personal Intentions and the Intersection with Work Maria Isabel discusses the importance of identifying personal intentions and focusing on what brings joy to oneself then move on to the intersection with a firm. She describes five models of intention for firms and how this intersects with personal goals. Maria Isabel gives examples of firm leaders intentions and what they want in their personal and professional life, and how they make both work. She suggests that, by focusing on these models, individuals can better understand their intentions and make decisions that align with their goals and objectives. Maria Isabel explains how the different models work in both professional and personal life.  Shifts and Growth in Business Models Maria Isabel talks about the concept of a shift in business model. She shares examples of clients who are overworked and need help to reduce their hours and focus on a healthier lifestyle. She emphasizes that independent consultants often have an embedded model in mind, which often involves working long hours for high profits and success. However, when clients feel burnt out, they may need to consider the happiness the firm life brings to the firm leader. To make a shift, Maria Isabel suggests that clients should consider their personal intentions and work backwards to determine how to achieve this. This could involve taking larger projects or creating more sustainability in their pipeline. Additionally, they should strategically shift the model of how they deliver to reduce the firm leader's role in delivery. Maria Isabel also touches on other aspects of the firm's role, such as building a reputation as a thought leader or creating an online course to generate revenue. By planning ahead and aligning activities to achieve these goals, clients can create a sustainable firm that can deliver on their desired lifestyle. Maria Isabel emphasizes the importance of being intentional about what they want and not automatically taking on more projects and hours each week.  Timestamps: 08:07: Prioritizing personal intentions and defining firm goals for the next 3-5 years 15:55: Building a business model for impact vs. financial gain 23:32: Scaling consulting firms sustainably, prioritizing firm leader's well-being 30:35: Planning and intentionality for consulting firms   Links: https://www.davidafields.com/mondaylive Website: https://www.davidafields.com/blog   Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.  

Send us a Text Message.Nicky has launched an independent consulting firm - if you're thinking about starting your own firm, this episode is for you.Jenny Rae and Nicky uncover:How to identify what prospects wantKeys to getting your first saleThe psychology of launching a businessHow to establish a pricing strategy& much more Looking to start your own consulting firm? Learn more about 1:1 business coaching with Jenny Rae.Relevant LinksLearn more about Nicky's firm, Oceans and Railroads ConsultingListen to Nicky's podcastListen to the previous episode featuring NickyJoin the Black Belt program for expert coaching and digital resources to break into consulting Connect With Management Consulted Follow Management Consulted on LinkedIn, Instagram, and TikTok for the latest updates and industry insights. Schedule a free 15min consultation with a member of the Management Consulted team. Join an upcoming live event - case interviews demos, expert panels, and more. Email our team (team@managementconsulted.com) with any questions or feedback.

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We get this question all the time: "How do I identify which firm is the right fit for me?"Do you go the MBB route or stick with boutiques? What about the Big 4? Industry-specialist vs generalist? Big or small?In this episode, Namaan shares a framework for how to find the right firm for you. He covers:The 4 brutal mistakes you're probably makingHow to craft a list of 6-8 target firmsThe MC mindset for firm selection5 components for identifying target firmsKeys to get interview invitesRelevant LinksMore info on Palm Tree careers2 weeks only - $200 discount on the Strategy Sprint consulting project ends April 26, 2024; see if consulting is for you and add U.S. work experience to your resume!Set up a call with Eden to learn how Management Consulted can help navigate recruitingJoin Black Belt for personalized recruiting supportManagement Consulting Salary ReportConnect With Management Consulted Follow Management Consulted on LinkedIn, Instagram, and TikTok for the latest updates and industry insights. Schedule a free 15min consultation with a member of the Management Consulted team. Join an upcoming live event - case interviews demos, expert panels, and more. Email our team (team@managementconsulted.com) with any questions or feedback.

Today, we're bringing another fantastic guest on the show, Shane Thomas! He chats about how he ended over a decade of working in the corporate world by discovering real estate investing, reaping the benefit of shifting from single-family to multifamily space, and his company's continuous growth.Shane also outlines top-tier strategies his company utilizes for handling potential investment risks, thousands of units, and preserving investors' capital for a long-term goal. There's more to learn from this interview, so get right in!Key Points & Relevant TopicsShane's extensive experience in accounting, consulting, and journey to wealth-building in real estateThe most challenging part of self-managing single-family homes out-of-state or countryMultifamily's evolving popularity and the importance of having a long-term vision in today's marketWhy you should take asset management seriouslyThings to highly consider in your cadence and KPIs when managing over a thousand units or multiple dealsEvaluating the performance of each KPI in a deal and some ways to ensure KPI goals are attainableStrategies for managing risks and having reservesThe value of leveraging other people's skills and mindset, partnerships, and networking eventsResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Shane ThomasShane is a Canadian-born real estate entrepreneur and Co-Founder of Catalyst Equity Partners, a Texas-based privately held real estate investment firm founded in 2016. Catalyst focuses on the acquisition and management of large value-add multifamily properties in high-growth markets. Catalyst currently has ~1,900+ units and assets under management valued at $300M+.  Shane is also a Co-Founder of CEP Construction Services, a multifamily construction and rehab company. Shane leads the acquisitions, financing, asset management, and investor relations efforts at Catalyst. Shane leverages his expertise in large-scale project management, analytics, and process improvement to ensure Catalyst's processes are best-in-class.  Prior to starting Catalyst, Shane had 10+ years of experience working at PwC, a Big-4 Consulting Firm, where he led large teams in strategically advising large Fortune 500 companies on ways to improve operations, increase revenues, and reduce costs by implementing streamlined processes and technology.  Shane is a Certified Public Accountant (CPA, Illinois) and Chartered Accountant (CA, Canada). Shane has a bachelor of Mathematics degree and a Master of Accounting degree from The University of Waterloo located in Ontario, Canada.  Shane resides in Houston, Texas with his wife and three daughters ages 6, 5, and 4.  Get in Touch with ShaneWebsite: https://catequity.com/Email: shane@catequity.com LinkedIn: Shane Thomas / Catalyst Equity Partners To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Patrick Bet-David explains in great detail, the 10 worst situations where business owners sell their business. Avoid these mistakes! Connect one-on-one with the right expert to get the answers you need with Minnect: https://bit.ly/3MC9IXE Purchase one (1) new Future Looks Bright T-Shirt & one (1) Future Looks Bright Hat and you could win a signed baseball from Trevor Bauer or a signed boxing glove from Ryan Garcia: https://bit.ly/3SOzA66 Purchase Patrick's new book "Choose Your Enemies Wisely": https://bit.ly/41bTtGD Register to win a Valuetainment Boss Set (valued at over $350): https://bit.ly/41PrSLW Get best-in-class business advice with Bet-David Consulting: https://bit.ly/40oUafz Visit VT.com for the latest news and insights from the world of politics, business and entertainment: https://bit.ly/472R3Mz Visit Valuetainment University for the best courses online for entrepreneurs: https://bit.ly/47gKVA0 Chapters: 00:00 - Intro 01:20 - Don't Sell in a Down Year 02:58 - Do Your Research 05:20 - Interest Rates Matter 06:40 - Hire a Consulting Firm 08:18 - Disorganized Financial Records 09:22 - Don't Sell When You're Burned Out 11:27 - AI Is Disrupting Your Industry 12:46 - Personal Crisis 14:43 - You Only Have One Buyer 16:08 - Outro Text “PODCAST” to 310-340-1132 to get the latest updates in real-time! SUBSCRIBE TO: @VALUETAINMENT @vtsoscast @ValuetainmentComedy @bizdocpodcast @theunusualsuspectspodcast Want to be clear on your next 5 business moves? https://bit.ly/3Qzrj3m Join the channel to get exclusive access to perks: https://bit.ly/3Q9rSQL Download the podcasts on all your favorite platforms https://bit.ly/3sFAW4N Patrick Bet-David is the founder and CEO of Valuetainment Media. He is the author of the #1 Wall Street Journal Bestseller “Your Next Five Moves” (Simon & Schuster) and a father of 2 boys and 2 girls. He currently resides in Ft. Lauderdale, Florida. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuetainment/support