Podcasts about Eos

Ryan Redding is the Founder of Eightfold Advantage, a firm that helps business owners and leadership teams scale without chaos. He previously founded Levergy, a digital marketing agency for home service companies that was acquired by KickCharge Creative in February 2025. A certified Bloom Growth coach and host of the Blue Collar.CEO podcast, Ryan draws from his own journey of overcoming burnout and leading successful company exits to help others build sustainable businesses and achieve their goals. In this episode… Entrepreneurs can easily get trapped in 60- to 90-hour workweeks — juggling clients, managing teams, and putting out constant fires. Profits shrink, growth stalls, and personal freedom disappears. Is it possible to escape the grind without losing control of the business? Growth coach and advisor Ryan Redding shares how his fast-growing agency left him exhausted until he “fired himself” from daily operations and empowered his team. By hiring a strong operational leader and adopting systems like EOS, he transformed the business and his life — moving from 90-hour weeks to true autonomy. His story highlights the power of trust, healthy conflict, and culture in overcoming burnout and building sustainable growth. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Ryan Redding, Founder of Eightfold Advantage, to talk about scaling businesses without chaos. They discuss the shift from being a doer to a leader, the value of finding the right operational partner, and lessons learned from selling a business. With insights on culture, EOS, and Bloom Growth, Ryan offers practical advice and real-world stories for entrepreneurs ready to scale without sacrificing their lives.  

In this Real Estate Rundown episode, Chris Pomerleau returns for a deep dive into the systems, structure, and strategies that have helped him scale his real estate empire. Fresh off his crowd-favorite talk at the REIA Mastery Series, Chris joins Ted and Owen to unpack the business side of investing—from managing thousands of units to navigating capital raises and complex partnerships.Chris shares how every real estate deal is built around a business plan, and why thinking like a CEO—rather than a deal chaser—sets you apart. He opens up about how his team organically raised over $100 million from more than 700 investors, how they underwrite conservatively to reduce risk, and how they structure deals to protect investor capital with preferred returns and in-house property management.The conversation covers everything from creative financing and partnerships to underwriting, market trends, and the value of hiring a business coach. Chris explains how systems like EOS helped his team define their roles, scale efficiently, and make room for real growth without burning out. He also breaks down why he's still bullish on the Midwest and how he's using data, cost segregation, and smart tax strategies to stay ahead.This episode wraps up with a key Golden Nugget on the difference between actual cash value and replacement value in insurance policies—something every investor should understand before disaster strikes.It's packed with honest insights, practical advice, and a rare look behind the scenes of one of the fastest-scaling investors in the country. And don't forget—Wednesday's episode features Chris's full REIA Mastery Series speech.Enjoyed the episode? Share it with a friend in real estate and leave us a 5-star review. You can connect with Chris at chris@leavenwealth.com or find him on Instagram and TikTok. You can Join the Omaha REIA - https://omahareia.com/join-todayOmaha REIA on Facebook - https://www.facebook.com/groups/OmahaREIACheck out the National REIA - https://nationalreia.org/ Find Ted Kaasch at www.tedkaasch.com Owen Dashner on Facebook https://www.facebook.com/owen.dashner Instagram - https://www.instagram.com/odawg2424/ Red Ladder Property Solutions - www.sellmyhouseinomahafast.com Liquid Lending Solutions - www.liquidlendingsolutions.com Owen's Blogs - www.otowninvestor.com www.reiquicktips.com Propstream - https://trial.propstreampro.com/reianebraska/RESimpli - https://resimpli.com/omahareia/Timber Creek Virtual - https://timbercreekvirtual.com/services/...

What if HR wasn't the department you dreaded — but the partner that helped your team thrive?  In this episode of Scaling UP! H2O, host Trace Blackmore welcomes Tia Amundson, HR Director at HOH Water Technology, to explore how human resources can be a strategic driver of talent, culture, and profitability in the water treatment industry.  Redefining HR's Role  Tia shares her journey into water treatment and how she built HOH's HR department from the ground up. Instead of treating HR as a compliance function, she reframed it as a leadership partner—focused on employee connections, transparent communication, and culture building. From structured check-ins at 30, 60, and 90 days to coaching managers and bridging communication gaps, her approach ensures employees feel supported, heard, and connected.  Culture as Competitive Advantage  HOH's success story demonstrates how culture directly shapes business outcomes. Tia explains how open-book management, employee engagement surveys, and intentional recognition programs have increased retention, profitability, and trust across the organization. By aligning HR strategies with EOS (Entrepreneurial Operating System), HOH has cultivated an environment where employees thrive and deliver exceptional service.  Talent, Retention, and the Future of HR  Finding and retaining the right people remains one of the industry's biggest challenges. Tia outlines the importance of a clear employee value proposition, authentic recruiting practices, and a commitment to work-life balance. She also discusses how HR will evolve over the next decade, balancing automation with the irreplaceable human element of caring for people.  Dream Management and Employee Growth  As a Certified Dream Manager, Tia integrates personal growth with professional development. By helping employees pursue their own dreams, HOH has fostered deeper engagement, loyalty, and breakthroughs that extend far beyond the workplace.  Conclusion  For leaders in the water treatment industry, this episode challenges you to view HR not as a cost center, but as a powerful lever for long-term success. Strategic HR practices can reduce turnover, build culture, and give your organization a competitive edge.  Stay engaged, keep learning, and continue scaling up your knowledge!    Timestamps  02:28 - Trace Blackmore welcomes listeners, shares personal “sharpen the saw” growth theme  04:53 - Sharpen-the-saw story  08:10 - Water You Know with James McDonald  10:05 - Upcoming Events for Water Treatment Professionals   13:15 - Interview with a friend and Rising Tide Mastermind member Tia Amundson, HR Director, HOH Water Technology   13:30 - HR as employee connection + leadership alignment, not a “principal's office”  16:32 - From hiring to long-term care  19:14 - Coaching managers  23:49 - Turnover → P&L  33:12 – Recruitment Realities   44:03 – Dream Manager Program  48:11 – Overcoming Skepticism   50:02 – The Future of HR  51:13 – Start/Stop for HR  52:50 – Foundational operating system (EOS) first    Quotes  “HR isn't about punishment—it's about building trust, culture, and strategic advantage.”  “Pour into your employees, and they will pour into their work. That discretionary effort is what differentiates great companies.”  “Open communication and transparency aren't soft skills—they're the foundation of an intentional culture.”  “We started this interview saying we'd shatter how people think about HR—and I think we've shattered about a dozen things already.”   “When you engage employees in their personal dreams, you directly impact workplace engagement.”    Connect with Tia Amundson Phone: +12247721377  Email: tamundson@hohwatertechnology.com   Website: www.hohwatertechnology.com   LinkedIn: https://www.linkedin.com/in/tia-amundson-shrm-cp/     Guest Resources Mentioned   HOH Water Technology   EOS (Entrepreneurial Operating System)   Gallup Q12 Engagement Survey   The Dream Manager by Matthew Kelly  How to Be a Great Boss: Gino Wickman, René Boer  Traction by Gino Wickman  Three Signs of a Miserable Job by Patrick Lencioni   Wellbeing at Work: How to Build Resilient and Thriving Teams by Jim Clifton (Author) & Jim Harter   People: Dare to Build an Intentional Culture (The EOS Mastery Series) by Mark O'Donnell (Author), Kelly Knight (Author), CJ DuBe' (Author)   Beyond High Performance by Jason Jaggard    Scaling UP! H2O Resources Mentioned  AWT (Association of Water Technologies)  Industrial Water Week  Scaling UP! H2O's Industrial Water Week Resources Scaling UP! H2O Academy video courses Submit a Show Idea  The Rising Tide Mastermind   Water You Know with James McDonald  Question: What are some reasons for softener resin beads to crack?    2025 Events for Water Professionals  Check out our Scaling UP! H2O Events Calendar where we've listed every event Water Treaters should be aware of by clicking HERE.     

What keeps a landscape company strong after six decades, and what has to change to keep growing?In this episode of The Landscaper's Guide, Jack Jostes visits Grand Rapids to talk with Jeremy Miller, owner of Miller Landscape, as the company approaches 60 years in business. Jeremy shares how a family-first culture, EOS, and clear roles helped the team move past a revenue plateau and build a scalable company where people can grow without burning out.You'll discover:How “Do What We Say We Will Do” shows up in hiring, operations, and customer experienceWhy EOS, role clarity, and a smaller leadership team reduced conflict and improved accountabilityThe scorecard metrics Miller Landscape watches weekly, including Google Reviews, and why reviews now drive buying decisionsHow a 10-year VTO to $20M, plus a focus on time, guides decisions and protects family lifeWhether you are running a $2M shop or building past $10M, you will hear practical ways to scale profitably while keeping your team and family front and center.Show Notes:Watch the full episode + see the transcript: https://landscapersguide.com/podcast/ Tell us where to send your beef jerky: https://landscapersguide.com/toolboxCheck out Miller Landscape: https://www.millerlandscape.com/See upcoming live and virtual events: https://landscapersguide.com/events

In this solo episode, Beka Shea shares the seven most important truths she wishes every CEO and leader knew about behavioral analytics. Drawing from over a decade of experience as both a client and consultant, Beka explains how behavioral science unlocks what motivates people, how leaders can avoid common mistakes, and why people strategy can never be delegated—it's the CEO's job.From understanding the science behind assessments to navigating opposites on your team, Beka outlines how to turn data into better leadership decisions. She breaks down how CEOs can use tools like Culture Index and frameworks like EOS® to align vision, people, and processes for sustainable growth.If you lead a business with 50–500 employees and want to make smarter people decisions, avoid common pitfalls, and build a team capable of scaling, this episode is packed with clear, no-nonsense insights you can apply right away.

This week, Leisa Fox and EOS Implementer Loraine Hardin reflect on three significant events that highlight the momentum of Iowa's business and manufacturing community: the Traction Table, the CBJ Manufacturing Conference, and the Manufacturing Masterminds tour at Seneca Foundry. Together, they explore the common challenges companies are facing—from workforce transitions to economic pressures—and the EOS tools and leadership strategies that are helping them adapt. Listeners will also hear behind-the-scenes stories from the Seneca Foundry tour, including the molten metal demonstration, advances in automation, and a focus on culture and succession. With themes of innovation, resilience, and leadership woven throughout, this episode offers valuable takeaways for anyone looking to strengthen their business and gain fresh perspectives on Iowa's manufacturing future. Find this show on your favorite app: https://iowapodcast.com/loraine-hardin

Brought to you by Diesel David and Main Street Warriors In this episode of Cherokee Business Radio, Joshua Kornitsky talks with Jon Wilhoit, a professional implementer of the Entrepreneurial Operating System (EOS). Jon shares his entrepreneurial journey and explains how EOS helps small to medium-sized businesses gain clarity, accountability, and healthy team dynamics. He discusses the EOS process, […]

In this episode, Rick Mayo welcomes back Jared Breen, VP of Real Estate and Studio Development, to discuss Jared's recent experience at a FranChoice conference. Although Jared's role is heavily operational, he was sent to pitch Alloy to franchise consultants--a job typically reserved for sales leaders.Jared not only held his own but stood out by presenting without notes, showcasing his deep understanding of the Alloy brand and process. This impressed consultants and positioned Alloy as a franchise built on operational integrity, not just flashy sales techniques.Alloy uses EOS to keep the entire team aligned and informed. Jared also reflects on how Alloy's core values and focus on helping franchisees win are what truly drive growth. Rick and Jared both emphasize that putting franchisee success first naturally fuels the business, eliminating the need for gimmicky sales strategies.The episode wraps with a recognition of Jared's performance and a shared excitement about maintaining this values-driven approach as Alloy continues to expand.Key TakeawaysIntro (00:00)Alloy's growing brand recognition at the conference (04:31)Jared's success pitching without notes (09:15)How EOS gives every team member full visibility (11:02)Core values and "helping people win" as drivers (13:50)Jared's reflections after returning from the event (15:43)Staying focused on franchisee success over gimmicks (17:57)Cautionary tales of sales-first franchise brands (21:54)Alloy's slow, sustainable franchise growth strategy (23:05)Additional Resources:- Alloy Personal Training- Learn About The Alloy Franchise Opportunity---------You can find the podcast on Apple, Google, Spotify, Stitcher, or wherever you listen to podcasts.If you haven't already, please rate and review the podcast on Apple Podcasts!

Cody Daniels shares his knowledge and strategies for tax in the construction sector and reflects on his entrepreneurial journey. He discusses the benefits and challenges of running a business, the importance of community, and managing strong personalities. Topics include common tax mistakes, construction accounting strategies, and compliance issues with retirement plans. Cody highlights the significance of EOS, quarterly goals, and balancing core tasks with growth and technology. He explores AI's impact on construction and accounting, business survival rates, and misconceptions about accounting and IT services, offering advice for contractors on tax management.

This week on Better Business, Better Life, Debra Chantry-Taylor sits down with Laurie Seymour, an EOS implementer, and Curtis Williams, her very first client and the owner of a thriving personal training studio.Curtis shares how the pandemic forced him to adapt, offering free Zoom classes that eventually evolved into a structured, scalable business model. Laurie, who found EOS after struggling with self-implementation, helped Curtis bring order and accountability into the business through tools like the Level 10 Meeting and the scorecard. Together, they reveal how EOS has transformed Curtis's gym into a model built for growth.The conversation also explores the personal side of their relationship, from Laurie regaining her health and strength through Curtis's training, to Curtis finding clarity and confidence as a leader. With insights on defining core values, staying the course with EOS, and planning for expansion, this episode is a masterclass in how structure and discipline create freedom.Whether you're running a small business or looking to scale, Laurie and Curtis's journey proves that with focus and the right tools, long-term success is well within reach.CONNECT WITH DEBRA:         ___________________________________________         ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner►Connect with Debra: ⁠debra@businessaction.com.au ⁠►See how she can help you: https://businessaction.co.nz/►Claim Your Free E-Book: https://www.businessaction.co.nz/free-e-book/ ____________________________________________         GUESTS DETAILS: ► Laurie Seymour - LinkedIn ► Laurie Seymour - EOS Worldwide ► Curtis Williams - LinkedIn► Life Techs Fitness Episode 239 Chapters:   00:00 – Introduction   00:53 – Background of the Guests 01:35 – Laurie's Journey to Becoming an EOS Implementer 05:48 – Curtis's Introduction to EOS09:00 – Implementing EOS in a Personal Training Business 12:40 – Challenges and Solutions in Implementing EOS13:37 – Impact of EOS on Business Operations27:16 – Personal and Professional Growth27:47 – Tips for Business Owners41:12 – Final Thoughts and Future Plans 

Thanks Pressable for supporting the show! Get your special hosting deal at https://pressable.com/wpminuteBecome a WP Minute Supporter & Slack member at https://thewpminute.com/supportIn this episode of The WP Minute+ podcast, Toby and Kurt explore the complexities of running a WordPress agency. They discuss the challenges posed by aggressive sales tactics in the industry, the ethics of client relationships, and the importance of intentionality in business operations. They also examine the debate between niche marketing and generalist approaches, the role of systems in agency management, and the transition from service-based work to product development. The conversation also touches on the impact of AI on business and the enduring value of trust in client interactions.Takeaways:Understanding when to hire or fire is crucial for agency owners.Ethics play a significant role in client interactions.Intentionality in business operations leads to better outcomes.Niche marketing can be beneficial but may not suit every agency.Systems like EOS can help structure agency operations effectively.Transitioning from services to products requires careful planning.AI is reshaping the landscape of business and client interactions.Trust remains a critical commodity in the age of AI.The future of business may rely on human expertise over AI.Customer relationships are more important than transactions.Upselling can be done effectively with tiered pricing.Partnerships can significantly boost agency work.Small businesses should prioritize direct client engagement.AI fatigue is a real concern in business support.Important Links:Kurt's Agency: Mañana No MasToby's Agency: The Mighty Mo!Follow Kurt & Toby:LinkedIn: Kurt | TobyThe WP Minute+ Podcast: thewpminute.com/subscribe ★ Support this podcast ★

Scrappy ABM host Mason Cosby sits down with Nick Bennett on 1,000 Routes and tells the story behind a “little teeny tiny side hustle” that became “sold a million bucks” and then “another million” within months. Starting with a $25,000 win in March 2023 and a $150,000 deal that “backed out,” Mason lays out “project revenue,” the activation playbook, an $80,000 annual contract, and why “less is more” with “two service lines.” It's all inbound from LinkedIn and a podcast, plus “speaking engagements,” saying yes to interviews, and an “absurd number of webinars”—including 60 podcast interviews and 18 webinars in ~60 days that created over $2 million in pipeline.He gets “shockingly honest” about 120 hour weeks, a postpartum spouse editing podcasts, firing seven contractors, moving to W2s, and then learning seasonality and sales cycles. Mason explains why a debt free approach matters, how he's scaling out for a two-month paternity leave, and why he turned down six to seven million to stay focused on a mission: equip a million marketers with repeatable account-based playbooks by January 2035.Nick Bennett — host of 1,000 Routes. In this conversation, Nick steers the candid discussion on solopreneurship, scaling, contractors vs. W2, and the shift from “Mason the marketer” to “Mason the CEO.”

What happens when a former high school math teacher turned builder decides to stop flying by the seat of his pants, and actually runs his business on a real system? Nikki chats with Loren Wood of Loren Wood Builders, who shares the raw, before-and-after story of implementing EOS (Entrepreneurial Operating System)

In this episode of the From the Hart podcast, Ed Hartinterviews Adam Hill, a professional EOS implementer and family business visionary. They discuss the transformative power of humor, the importance of community support in personal growth, and the challenges of navigating familydynamics in business. Adam shares his journey of overcoming alcoholism and leading his family's century-old business through significant transitions using the Entrepreneurial Operating System (EOS). The conversation emphasizes thevalue of relationships, the need for open communication, and the importance of preparing the next generation to create new value in family businesses.You can reach Adam Hill at adam@adamhillspeaker.com

Success isn't just about hustle—it's about surviving the chaos of growth.Jason Long knows this better than most. After building a 30-person agency, he lost it all in the 2008 crash, nearly died in a horrific car accident, and spent years rebuilding both his businesses and himself.In this episode, Jason and I get real about what scaling actually takes—the mistakes most entrepreneurs make, and the systems that separate struggling founders from professional CEOs.Here's what you'll hear:Why 80-hour work weeks are a badge of failure, not successThe accident that forced Jason to rebuild his brain—and his businessesHow private equity taught him the power of financial literacyThe frameworks he blends (EOS, OKRs, forecasting) to actually scale companiesThe mindset shift that frees entrepreneurs from burnoutThis one's raw, practical, and packed with lessons you can apply today.

Rani Dabrai is a Certified EOS® Implementer and the only one currently based in Ireland. She is a seasoned entrepreneur who started her first business at 25 and went on to lead ventures ranging from a global virtual assistant company to coordinating international trade missions for US governors and senators. After a successful exit, Rani served as Director of the World Trade Centre in Dublin, driving FDI and international trade. She now sits on UNICEF Ireland's advisory council and is a Senior Partner to the Monaco Foundry. In this episode… Understanding what lies beneath the surface of a team is one of the most overlooked aspects of leadership. Missed cues, unspoken frustrations, and unaddressed conflicts can quietly derail growth and morale. How can leaders better “read the room” to unlock stronger communication, trust, and results? Seasoned entrepreneur Rani Dabrai emphasizes the importance of emotional intelligence and the ability to tune into what's not being said. Drawing on her entrepreneurial journey — from founding a global virtual assistant company to coordinating international trade missions — Rani highlights the value of identifying gateway products, facilitating difficult conversations, and staying present with her teams. For her, long-term success depends on a leader's willingness to address hard truths, adapt to change, and leverage human connection even in an AI-driven world. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Rani Dabrai, Certified EOS Implementer at EOS Worldwide, about the power of reading the room in business. Rani shares how her upbringing shaped her emotional intelligence, the origins of her concierge company Miss Moneypenny, and how a drug dealer helped her discover her best marketing strategy. She also discusses EOS tools, team accountability, and the human advantage in the AI age.

Traction for Your Workplace Goals continues in episode 15 with EOS implementer Michele Mollard discussing the benefits of accountability.In fact, we learn that when there is accountability, there is partnership.Episode ResourcesMore InformationEmail MicheleEOS-Traction for Your Workplace Goals is a Livemic Communications production.

In This Episode What happens when “too much drive” becomes your greatest asset? That's the story of Indu Sanka, who left corporate America to buy a small print shop and grew it into a thriving national signage company. In this episode of Systems Simplified, host Adi Klevit talks with Indu about her entrepreneurial journey, from navigating the chaos of a poorly systematized acquisition to scaling Red Elephant with structure and vision. Indu shares how continuous learning, adopting EOS, and developing adaptable processes allowed her company to thrive despite industry shifts and rapid growth. Together, they also discuss the importance of making tough people decisions, why building processes with the long-term vision in mind is essential, and how AI will play a critical role in the next stage of operational efficiency. Indu's story is a masterclass in how strong systems and relentless adaptability create sustainable success.  

Daniel Angel of Apex Investments shares how he shifted from flips to ground-up construction, multifamily acquisitions, and a fixed-return Infinity Fund.In this episode of RealDealChat, Jack sits down with Daniel Angel, co-founder of Apex Investments, to discuss his journey from corporate finance to building a diversified real estate investment company in Atlanta.Daniel explains how Apex evolved from single-family renovations into ground-up construction, build-to-rent communities, and multifamily value-add acquisitions. He also introduces Apex's Infinity Fund, a fixed-return investment vehicle designed for accredited investors seeking certainty and flexibility.Key takeaways from this conversation include:Why Apex shifted from flips to ground-up construction projectsHow they balance “for sale” vs “for rent” housing productsThe pros & cons of single-family vs multifamily investingCommon distress points in multifamily acquisitions (and how to fix them)Why in-house property management is critical for long-term successThe Infinity Fund explained: fixed returns, shorter lockups, and investor flexibilityTrends in Atlanta's housing market and what to expect through 2025How Daniel leverages EOS and AI tools to scale efficiently

In this episode of the Model FA Podcast, host David DeCelle welcomes Andrea Schlapia, a certified EOS Implementer and founder of Ironstone Business Coaching. Andrea shares her extensive experience in the financial industry and her journey from advisor to coach, ultimately embracing the Entrepreneurial Operating System (EOS) to help advisory firms achieve clarity, accountability, and growth. Key Topics Covered: Andrea's background and the evolution of Ironstone Business Coaching What EOS is and why it matters for advisory firms of all sizes The six key components of EOS: Vision, People, Data, Issues, Process, and Traction How EOS helps firms manage complexity, avoid “idea overload,” and create organizational health The importance of getting leadership teams aligned and communicating the vision throughout the company Practical steps for implementing EOS, including the 90-minute overview, Focus Day, and quarterly/annual sessions Real-world case studies of firms that have transformed using EOS The value of structure and discipline in creating freedom and work-life balance Recommended resources: “Traction” and “What the Heck is EOS?” by Gino Wickman Connect with Andrea Schlapia: LinkedIn: https://www.linkedin.com/in/aschlapia/ Email: andrea@ironstonehq.com Ironstone Business Coaching: ironstonehq.com About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.  Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Rich Harshaw from Level 10 COntractor Talks with Tricia Drake About EOS worldwide. Reach Tricia at the Website: eosworldwide.com Tricia By Phone Tricia By Email  

In this episode, Max Hansen sits down with CJ Dubé—an internationally recognized EOS Implementer, serial entrepreneur, and culture strategist. With over 35 years of leadership and entrepreneurial experience, CJ has facilitated more than 1,800 EOS sessions, coached countless leadership teams, and co-authored a book on building intentional cultures. From navigating the toughest leadership challenges, to why “right people, right seats” is non-negotiable, to her belief that culture isn't a happy accident but a strategic driver—CJ shares practical insights leaders can apply immediately. Her candid stories, frameworks, and no-nonsense style will inspire any entrepreneur or executive searching for freedom, clarity, and growth.   Takeaways: EOS helps leaders achieve clarity and alignment. The role of an implementer is to coach and facilitate. Hiring the right people is crucial for success. Culture is a strategic driver, not an afterthought. Vulnerability and authenticity are key in leadership. Data tells a story that leaders must pay attention to. The integrator role is essential for executing a visionary's ideas. Leaders must be brave and have tough conversations. Personal well-being impacts leadership effectiveness. Growth requires intentionality in culture and hiring.  

Welcome back to the Crushing It In Construction Podcast!This week, Jordan sits down with Nic Parish - a man who went from designing chairs in college to co-owning and running his family's heavy civil, trucking, and dumpster businesses in Mississippi.                       But this isn't your typical "third-generation success story." Nic's grandfather famously sat him down and begged him: "Please don't do this. Go do anything but this. You do not want this life."He ignored the advice, bought in, and quickly learned why he got the warning. The pressure of the business led him to a dark place where the only way out felt like suicide -a story he shares with shocking honesty.We dive into how that moment became a catalyst for change, forcing him to take 10 days off (the "best career decision he ever made") and ultimately leading him to implement the EOS system that transformed everything.Let's get it started!Connect with Nic Parish:LinkedIn:https://www.linkedin.com/in/nicparish/Website:https://www.burnsdirt.com/Connect with Jordan Skinner:LinkedIn: https://www.linkedin.com/in/jordanaskinner/Website: https://moonshotmedia.com.au/Ever wonder if you're being paid what you're worth? Or if you're paying your team fairly? Martin from Built & Byron's recruitment surveys 500+ actually employed construction pros (not just job-seekers) to reveal real Melbourne salary benchmarks.

In another episode of Better Business, Better Life, Debra Chantry-Taylor welcomes EOS implementer and marketing agency owner Will Watrous, to share his remarkable business journey.  Will opens up about the stressful early days of running his agency, when explosive growth left him burnt out and barely scraping a 6% net profit. Everything changed when he discovered EOS. By embracing tools like the accountability chart and three-year picture, and partnering with an integrator, he transformed his company into a thriving, stable business delivering 34% profit.  In this inspiring conversation, Will explains why profit and cash flow are more than accounting measures, they're leadership tools. He also shares his top tips: taking regular clarity breaks, applying the systems mindset from Work the System, and remembering that everything you need is already within reach.  Whether you're a visionary overwhelmed by growth or a leader striving for balance, this episode offers practical insights to help you build a healthier, more profitable business and life.    CONNECT WITH DEBRA:         ___________________________________________         ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner ►Connect with Debra: debra@businessaction.com.au  ►See how she can help you: https://businessaction.co.nz/       ____________________________________________         GUESTS DETAILS: ► Will Watrous - EOS Implementer ► Will Watrous - LinkedIn     Episode 238 Chapters:    00:00  – Introduction01:00 – EOS Journey and Initial Challenges   04:00 – Discovering EOS and Initial Implementation   05:26 – Personal Insights and EOS Tools   06:58 – Value of an EOS Implementer   15:01 – Favourite EOS Tools and Client Success Stories   19:52 – Economic Impact and Financial Education   24:58 – Impact on Team and Business Stability   28:40 – Top Tips for Better Business and Life   34:00 – Final Thoughts and Contact Information 

Host Jeremy C. Park talks with Sophia Cole, Professional EOS Implementor and Owner of SoCo Solutions, and Sridhar Sunkara, CEO of eBiz Solutions, who both highlight the Entrepreneurial Operating System (EOS), a framework that helps businesses achieve vision, traction, and health through practical tools for clarity, accountability, and team alignment. During the interview, Sophia details the implementation process, which includes creating an accountability chart, developing a vision traction organizer, establishing weekly scorecards, and documenting clear processes. She discusses how EOS addresses common growth barriers and emphasizes a spaced learning approach with quarterly meetings to ensure ongoing progress and adaptation. The conversation also explores how EOS integrates with digital transformation and automation to drive business growth, emphasizing key leadership capacities and the importance of leveraging technology to enhance productivity and strategic focus.Sridhar shares how EOS helped reset and transform his company, enabling better processes, accountability, and alignment, which in turn accelerated their digital and AI transformation journey. Sophia emphasizes five key leadership capacities necessary for scaling, including simplifying processes, delegating effectively, predicting market shifts, systemizing operations, and structuring organizations, all of which digital transformation supports. Both speakers highlight the importance of leveraging technology to enhance productivity and enable leaders to focus on strategic initiatives.Contact information was shared for further engagement, with Sophia encouraging potential clients to read "Traction" by Gino Wickman and to visit https://www.eosworldwide.com/sophia-cole and Sridhar inviting inquiries through https://www.thinkebiz.net and LinkedIn.

In this episode of High Velocity Radio, host Joshua Kornitsky interviews Rich Maynard, a sales coach and EOS implementer. Rich shares his journey from the Navy to manufacturing, sales, and ultimately helping businesses implement the Entrepreneurial Operating System (EOS). The discussion explores how EOS clarifies vision, instills discipline, and fosters healthy leadership, especially in family […]

EOS implementer Michele Mollard returns to her series EOS - Traction for Your Workplace Goals talking about something no business owner enjoys: Chaos.Not to mention, chaos in your business is costing you.In episode 14, Michele discusses what chaos looks like - and how EOS calms it.Episode ResourcesMore InformationEmail MicheleEOS-Traction for Your Workplace Goals is a Livemic Communications production.

In this episode of Peter Lohmann's Podcast, I'm joined by Ginny Wood, former COO at LeadSimple and an experienced fractional COO who has guided multiple high-growth businesses through transformation and scaling.Ginny shares her career journey from early days as a programmer to becoming a trusted operational leader in PropTech and beyond. We explore how she approaches stepping into companies mid-stream, the importance of building a culture of speed, and what leaders should know about property manager blind spots. Ginny also opens up about taking a mid-career sabbatical, turning off the inner critic, and how EOS continues to shape business leadership today.If you're a property management entrepreneur, real estate operator, or business owner looking to find the right #2 or explore fractional COO options, this conversation delivers practical insights and inspiration.00:00 – Intro02:17 – Ginny's background and career11:39 – Where to start as a fractional COO16:36 – Sponsor: Julian Calvo (watch this)18:05 – Inspiring a culture of speed26:54 – Taking a mid-career sabbatical32:43 – Knowing when it's time to move on36:51 – Sponsor: Crane38:15 – Property manager blind spots44:01 – Feedback and hard conversations52:33 – Turning off your inner critic57:33 – EOS1:00:58 – How to find a great #21:05:11 – Fractional COO options for property management companiesContact Ginny:Ginny on LinkedInHoffman InstituteThe Rise of the COO – Harvard Business ReviewContact Peter:Crane – Private PM Owner CommunityFree PM Newsletter RL Property Management

Running a business can often feel chaotic, like the business is running us instead of the other way around. In this episode, we sit down with certified EOS Implementer Lyn Askin to share how the Entrepreneurial Operating System (EOS) helps bring order to the chaos. We talk about the wake-up moments that led us to EOS, why it's such a powerful framework for entrepreneurs, and how it can transform the way a company operates day-to-day. We dive into the key components of EOS—vision, traction, and healthy teamwork—and how they create the structure and accountability every growing business needs. Whether you're stuck at a ceiling, frustrated with team alignment, or simply ready to step out of the daily grind, this conversation will give you a clear path forward. Join us as we explore how EOS can help you gain clarity, scale with confidence, and finally create the freedom you started your business for. Join our FREE facebook group - Tree service marketing secrets! https://www.facebook.com/groups/treeservicemarketingsecrets Download our Ultimate Internet Marketing Checklist FREE: https://treeservicedigital.com/free-checklist/ Listen to our Podcast @ https://treeservicedigital.com/podcast/ Follow our new LinkedIn Page : https://www.linkedin.com/company/tree-service-digital-marketing/ Lyn Askin - Certified EOS Implementor lyn.askin@eosworldwide.com lynaskin.com/eos15

In a world where uncertainty is the only constant, how do entrepreneurs stay confident, nimble, and ready for what's next? In our latest episode, Gary sits down with longtime friend and professional EOS Implementer Brett Thompson to explore exactly that. With experience in the corporate world, Strategic Coach, and now EOS, Brett shares how her passion for entrepreneurship and teamwork has shaped her journey - and how the Entrepreneurial Operating System helps businesses find structure, clarity, and traction in times of change.Together, Gary and Brett unpack the power of outside perspective, the importance of vulnerability in leadership, and why entrepreneurs are uniquely equipped to turn challenges into opportunities. From building resilient teams to navigating with courage before confidence, this conversation is a reminder that thriving in uncertainty isn't just possible, it's what entrepreneurs do best.

This week on Spaghetti on the Wall, Armando welcomes Brian McRae—relationship strategist, coach, and partner with Giftology and the R.I.C.H. Relationship Society. Brian has spent over a decade helping professionals scale referrals and trust through intentional generosity and strategic connection. From hosting The Mastermind Project for 12 years to exploring an EOS-inspired pathway for a Giftology Certified Implementer model, Brian shares powerful frameworks you can apply immediately. We'll dig into how to use podcasts as a relationship flywheel, why generosity beats gimmicks, and how to revive a dormant brand or podcast the right way.

What does it take to manage 420 apartments and create a million memorable moments? On this episode, host Dan Ryan sits down with Sebastián Torres-Calderón, the CEO of Stay U-nique, an award-winning short-term rental company in Spain. Sebastián shares his journey from customer journey intern to CEO and reveals how implementing the Entrepreneurial Operating System (EOS) helped his company not only survive the chaos of COVID but quadruple in size. The conversation dives deep into how Stay U-nique uses data and technology to create a frictionless guest experience, the challenges of a rapidly evolving industry, and the political headwinds facing the short-term rental market. Sebastián offers a unique perspective on the debate between prohibition and regulation and provides a powerful case for why collaboration between the private and public sectors is the key to solving housing inventory issues.Takeaways: Track key metrics (KPIs) across all departments, not just leadership, to identify and address recurring issues. Use data to drive improvements in guest experience, operations, and communication.Use frameworks such as the Entrepreneurial Operating System (EOS) to set clear goals, break them into manageable projects (“rocks”), and review progress regularly. Involve the entire team in the process for maximum impact.Don't be afraid to make mistakes, learn, and adapt. Regularly test new approaches, measure their impact, and iterate quickly. Use technology to streamline operations (e.g., remote locks, cleaning apps) and enhance the guest experience, but ensure it remains personal and responsive.Success takes time and consistent effort. Focus on long-term growth rather than immediate results.Empower every team member with ownership of projects and clear goals to drive company-wide improvement.Quote of the Show:“To take that time and make it something that they will remember forever, and get to do that every day, that's amazing.” - Sebastián Torres-CalderónLinks:LinkedIn: https://www.linkedin.com/in/sebasti%C3%A1n-torres-calderon-serkovic-310044121/ Website: https://www.stay-u-nique.com/en/ Shout Outs:0:53 - World Travel Awards https://www.worldtravelawards.com/ 10:46 - EOS https://www.eosworldwide.com/ 12:02 - Airbnb https://www.airbnb.com/ 13:43 - Traction https://amzn.to/4fEGOTZ 13:43 - Gino Wickman https://www.ginowickman.com/ 14:53 - Mitcham Rentals https://www.mitchamgrouprentals.com/ 16:23 - Enrique Alcántara https://www.linkedin.com/in/enrique-alc%C3%A1ntara-b9623b/ 24:28 - What the Heck is EOS? https://amzn.to/4fGGXGC 40:49 - Sonder https://www.sonder.com/ 40:56 - Marriott https://www.marriott.com/default.mi 

Kiera and Kristy break down a few reasons why your practice might not seem (or might not be, period) to have any money. They touch on how to find your profit point, knowing your debt, staying on top of collections and AR, and more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners, this is Kiera. And today I have Kristy with me and I'm super excited because today is one of my favorite things to do as consultants and I call it office autopsy. ⁓ Don't worry offices, this is a mix of a few offices because believe it or not, offices think that they're on individual islands and believe it or not, you're not. ⁓ Multi-practices actually struggle, they actually do the same things that you struggle with. And so we just wanna make sure that we bring, we're not going to ever disclose who this office is.   We will mix a few offices together, but I think for people to see what the office's pain point was and then what as consultants were able to do. Kristy, we have some really fun ones. so Kristy and I decided we wanted to podcast today about some office autopsies of what, hopes to help more offices. So Kristy, welcome to the show today. How are you?   DAT Kristy (00:48) Good, thank you. Pleasure to be here.   The Dental A Team (00:50) Of course. Well, I'm super happy because I think the one that we run into a lot ⁓ is we call it cash flow row or cash flow woes, like whatever you want to talk about. But it's really when an office comes to us and they seem to not be able to figure out what's going on. ⁓ They feel like they're producing. Sometimes they're producing, sometimes they're not. So we'll kind of discuss like how to know if you're producing enough or not. But then they feel like they just like have no cash. And so giving some background.   Like I said, I'm going to blend a couple of practices together, but we have kind of going to do like two simultaneous ones. One practice was producing really, really well, but literally the owner felt like they had no money. We're talking like flat broke, felt like they were completely going to go under, had no money, but yet their production numbers were really good and their P &L looked really good. And we're just like, it showed on the P &L. I think, Kristy, you'll find this too, offices get so frustrated.   I got so frustrated and angry with my CPA when they said, well, Kiera, like according to the numbers, you have money. And I'm like, great, high five, jerk. I have no money in my bank account. Like it's the most infuriating feeling in the world of my CPA tells me I should have money, but there's no money. Flip that too on the other side when a practice isn't quite producing what they need to be producing to pay for their expenses. And they feel like they have no money and they are flat broke, which in reality that practice is flat broke because they need to produce more or they need to cut.   So we're gonna kind of dig on both sides of these with office autopsies of what we see, what we've been able to do. And let's start, Kristy, on the side of what do we do? Like, okay, first step, how do we find like the profit point? Like, how do we figure out what should an office be producing? Because I think that's also infuriating when doctors are like, but I'm just producing. I feel like I'm trying to out-produce my problems. Like, I don't know how to produce more. ⁓   how do you, Kristy, as a consultant, come in and help offices just gain that clarity? Because I think sometimes when we know the North Star and we know what we should be targeting, it actually becomes a lot easier to then build block schedules and then figure out what our overhead should be. But how do you help offices even dig into that? As point one to figure out, let's autopsy both of these practices, I think this is step one to really getting clarity.   DAT Kristy (03:00) Absolutely. I agree with you, Kiera. ⁓ The first step is to understand how much we're paying for things. What is the cost to keep the doors open? You know, we talk about overhead, right? But what is overhead? It's everything that we have to pay within a month. Rent, utilities, staffing, right? The other thing that I want to point out is many doctors don't include themselves in that. And I definitely want to pay them   The Dental A Team (03:16) you   DAT Kristy (03:30) Just like if they were an associate in the practice and so we want to include that in that overhead cost if you will and find that What I like to call profit point so we know where we're what's our? BAM right   The Dental A Team (03:48) bam, that bare ace minimum, like what do we have to   do? It's kind of like in real life. I mean, I think all of us have a bam in real life. You know what your mortgage or your rent is. You know how much it costs you to like do your groceries. You know how much daycare is, you know how much it costs you for like your Amazon spending. And some of those are fixed costs. So fixed are like your mortgage or your rent. You can't really change those. Those are fixed for you. Yes, like I get it. The semantics, we're not CPAs here. We're not like, that's not our world.   The semantics are can you change your rent? Potentially you could go find somewhere else. That is an option you could do. But most of the time those are pretty fixed. Just like our utilities are pretty fixed. You can be like my husband where literally our AC goes off at 6 p.m. at night. He freaking freezes us until 6 o'clock to save on these utilities until 9 o'clock. It drives me wild. I'm like in a hoodie freezing, shivering. And then the AC goes off and I'm like roasting. It's really entertaining because he wants to save the $3.   But genuinely speaking, like you're not really going to be saving on those fixed costs. are some fixed ones. Staffing is usually pretty fixed. However, we could add team members or take team members away. So therefore it's not as fixed. But like you said, Kristy, I think it's figuring out in a practice and agreed, doctors should be paid. Like nobody, think that that actually causes more stress for owners. If you don't even know what your paycheck is or you're just taking draws, because then how do you budget your life on a up and down volatile paycheck?   I think that creates a lot of stress versus like, okay, great. Let's just put you at a hundred grand or let's put you at whatever is a reasonable salary. Talk to your CPA. They'll be able to give you that. ⁓ And that can be agreed with Kristy. I like to pay you as an associate, but if right now the practice can't support that minimum should be a reasonable salary of say a hundred grand. So that way you can at least bank on that of getting that paycheck in your practice. Sometimes you have to adjust that, but generally speaking, if we at least give you some type of certainty and clarity,   that's going to help you then be able to budget your life around that too, in addition to budgeting your practice.   DAT Kristy (05:49) Absolutely. In fact, Kiera, sometimes even with startup doctors, I like them to even keep a spreadsheet of their production as if they were paying them as an associate. And then when they start to get profitable, we can back pay those wages. But definitely they have to take care of themselves first. ⁓ I've even seen where they get a little bit of animosity if not, right? Like, staff's driving these cars and they're getting their nails done and they're doing   The Dental A Team (06:00) Agreed.   Mm-hmm.   DAT Kristy (06:19) and I can't even pay myself. So I think it's very important that we understand what that is and work toward that, number one, if we're not there. And then if we are there, adding additional ⁓ percentage to that, which us as consultants can help guide that depending on your goals. If it's paying down debt, paying you as an owner doctor.   ⁓ And you know, we follow the EOS system, so adding those buckets for taxes and those sort of things that come up and we can be prepared for.   The Dental A Team (06:55) Yeah, no, I think it's brilliant, Kristy. And when you said that, I agree. You don't want to not be paid in your practice, because that gets, A, it's stressful, and B, it's annoying, and C, you've got all this debt on you. ⁓ But I also think when we're looking at our practices, there are pieces, so when doctors are like, I'm not getting paid, I just want to remind that sometimes we're being paid through things running through our practices. And so we've got to be careful, because that is,   Like if you didn't have your practice, you'd be paying for that out of pocket. And so that is technically part of your salary, doctors. And I don't want to be the like balloon pop girl over here. I do want to be realistic because a lot of times doctors are like, I'm not making money. And I'm like, but you forgot that these things are running through your practice. So you are being paid for those or those things are no longer coming to you, which is totally fine and legal. Talk to your CPA. Like we want you to do that. There's nothing wrong with it.   But when we're looking and we're like stomping our foot saying we're not being paid, sometimes I even have to remind myself of like, yes, but Kiera, if you didn't have the business, all those costs would be coming out of your W2 paycheck, not your business right off. So agreed with Kristy, when we're looking at this, step one is let's find that BAM, let's find that profit point, let's find out what you have to produce. And then from there, what we need to find out is also in addition to that, how much is our debt?   Because a practice should not have to be covering your debt, but you as a human needs to be covering your debt. So if your student loans, your practice loans, things like that, the practice isn't necessarily a poor performing practice. You just have all this excess of like, my gosh, I have to pay this off, which that's real life for you. And I think that's the difference of a CPA's bookkeeping for you versus your real life living through it. And I can tell you from personal experience, like this is very hard. Sometimes practice loans do go through your   your practice profitability. Again, this is pending on your CPA and how they recommend you do it. But most of the time your student loans and different things like that don't run through the practice. So, but you as a human need to have enough money to be able to pay for all those things. So I think it's finding out the practices, BAM, like Kristy said, finding out your personal BAM, because that might be different. And then from there, let's tack on 10 to 20 % beyond that. So let's say you know you've got to produce 50,000. Well, awesome. 10 % of that would be 55, adding   20 % excuse me, so 10 % of that is going to be an additional $5,000. To do 20 % of that's going to be an extra $10,000. So if I know I've got to do 50, I've either got to produce 55 or 60. Now that becomes much easier and I know beyond that I'm going to have 10 to 20 % leftover of the practice after everything's spent. Our ideal is to get it to where your 50,000 is 50 % of your practice and there's 50 % quote unquote profit beyond that. Now again,   that profit is a little bit funny because if we're doing a 50 % overhead and 50 % profit, doctor salaries usually are not included in that. If doctor salaries are included in that, then usually it's a 20 % profit at the end of that. So I know those two numbers feel a little like disjointed. They've been very disjointed for me. So if you're doing true overhead, we want it at 50%, 30 % doctor pay, 20 % profit. If you want to combine it all together, then it would be 80 % quote unquote overhead, 20 % profit. Now that 20 % profit though,   does technically pay for debt services. So watch that. You might need to scale down our 50 % down a little bit more or 80 % to then be able to offset that. So hopefully that wasn't too confusing for everybody. This is why we're consultants. This is why we help you. But I think when you understand like either need a 50 or an 80 % ultimate goals, we're trying to get 20 % cashflow at the end of the month. think for me, that's like the easiest thing. Like, okay, if I'm producing a hundred grand a month,   I want 20 % of that, so that's 20 grand. So like I'm trying to do easy numbers for all of you. I want 20 grand after everything's paid to still be remaining. Now, one other kicker as a business owner is that 20 % is also taxed. So don't forget that that gets taxed. So if you're at a 30 % tax bracket, well, you gotta take 30 % of 20 grand and then the rest of that you can spend. And this is why I think owners get so frustrated, because it's like, oh my gosh.   Like just tell me how much money I can have. And when I talked to a CPA and Kristy, I think you come across this, like our whole lives up until owning businesses, we've been paid at the W-2. So everything we got paid, we were able to use. Well, now as business owners, everything we're paid, we don't get to use. That's not the way the game works. ⁓ And it's due to write-offs and different pieces like that. So I think just knowing the rules of the game, I remember being so fresh with my CPA and I said, I like you're playing Monopoly with me. Like just tell me the dang rules.   So, and like, don't tell me like, no, you can't pass go, but you can pass go if you do X, Y, Z, but then like, no. So it's really, you've got to have a profitable practice of overhead. That's what we as consultants are really obsessed with. You also as an owner need to be responsible of how you spend. That's not to say you can't spend, but you do need to spend responsibly and you do need to set aside your taxes. And I think when you have all those pieces set up, then you can have guilt free spending because you're paying yourself.   Plus, you know what your true profit is. You've saved for taxes, you've saved for a rainy day, like Kristy was saying. We can put buckets into place to pay down more debt. You can put buckets in place for emergencies in your practice. You can put buckets in place for ⁓ vacations. I have a doctor I was just talking to on Alaska cruise and I was like, how's that bucket working out for you? And he's like, I love it, Kiera, you set it up for me. And I know how much I can spend on vacations. I know how much of my paycheck goes into that portion. He also used to spend an absurd amount on CE. So we set a true budget of how much CE money he could use.   But that's kind of where you then as owners aren't just trying to waffle through this and actually can figure out those profit points. And I do think, Kristy, like as much as we've belabored this so much at the beginning of this podcast, I feel this foundational piece is what makes owners crazy because they don't know the rules of the game. So they start spending all the money. Then you get this huge tax bill. Then you feel mad. Then you feel like you have no money when it's like, no, you did have money. just we accidentally spent it. So now we got to make up for it later because we didn't put these rules of the game into play.   Kristy, you might have a simpler way to do that. What are your thoughts around that?   DAT Kristy (12:49) No, I agree with you 100%. Otherwise, what I find is, you know, business owners, doctors, they just come up with this arbitrary number that they want to hit. But again, just because we're producing something doesn't mean we're profitable. And so they go together, but we have to understand the difference.   The Dental A Team (13:12) I agree. And I love that you said that because production feeds the ego and profit feeds the family. And so it does not matter what you're producing. And I agree with Kristy. It's like, I want to produce a hundred grand. I want to produce 200 grand. Well, high five. Let's help you do that. But on the flip side, let's make sure your expenses are there. And there's another practice I'm thinking of right now where they're like, we have no money. And I'm like, all right, if we have no money, truly it's let's do the checklist. Number one. Like, do you see me even scratch my head? I'm like, if you're not watching the video,   Just know when I hear people say, don't have money. I'm like, all right, it's either a production issue or a spending issue. It's one of the two. So just know those are the only two levers for when you're saying, I don't have money. It's either actually there's a third. There's technically a third. And that is a collection issue too, because we're either not producing enough. And if we are producing enough, we might not be collecting enough. And if we're doing both of those two things, then it's a spending issue. So let's break it down to this office autopsy. Kristy, let's go for a practice that is producing enough.   they don't have money, how did you fix or how did you find out that this practice had a collections issue?   DAT Kristy (14:14) Yeah, well number one we would look at.   How much was their net production and how much are they currently collecting? My minimum benchmark is always to be at 98 % or higher. Obviously, if we can get reservation fees to pre-collect on things, we may see that up a little bit higher. But if they're not at that 98%, what can we do to get them there? What's getting in the way? Is it patient? Is it insurance? Are we not submitting clean claims and getting them back in a timely fashion?   The Dental A Team (14:26) Agreed.   DAT Kristy (14:47) ⁓ But definitely that would be the first place to look.   The Dental A Team (14:51) Yeah. And so Kristy just said the benchmark. If you're not at 98 % collections, then there's a problem. Second piece is look at your AR and if you have more than one month's worth of production in your AR, we also know it's a collection problem. So when we diagnose on this practice, I remember we talked to a doctor and they're like, Kiera, I have no money. Kristy, I have no money. And I remember we're like, so actually you do have money. Believe it or not, the money is there. It's just sitting in uncollected amounts. So Kristy, you even went with another office and like they didn't have money and you just straight up called.   You like went with the office manager and you guys just picked up the phone and started calling on balances to get the money. And I really want doctors to know, and Kristy, I think this is the infuriating part as a consultant where I'm like, no, like you're producing well, you just have to collect the money that you're producing and don't like, don't even feel bad about it. So what do you do for teams that don't want to collect, that have these big ARs? Like what are a few simple steps? Like if that's my practice, I'm-   Hi, Kristy. I'm the doctor today. My team, this does not want to collect money and I feel like I can't pay any bills. What do you do in that scenario as a consultant, Kristy?   DAT Kristy (15:53) Yeah, well, I think we have to dig deeper into their own, like the team members own biases and what's getting in the way and get them comfortable to realize that we're not doing good by our practice and or patients if we're not collecting those balances. So, you know, really seeing what's the roadblock and let's work through it to overcome it because people deserve the care. Patients deserve to be healthy and   And part of that is also paying for the treatment, right? So just digging deeper, figure out what's getting in the way and helping them to overcome, create some verbiage for them to feel confident in being able to collect.   The Dental A Team (16:39) Yeah. And Kristy, I think you do an amazing job as a consultant. think this is where I love being consultants is like, you will actually help them sometimes call on accounts and help them see how easy it is. And ⁓ I also think when we're looking at AR, let's get our best bang for our buck. like, let's sort it to biggest balances and let's call on those first. Like, let's figure out different pieces. And like you said, there might be a myriad of reasons why your team members don't want to collect. don't think typically it's due to the fact that they don't want to collect. I think they're just scared. There's fear.   They're afraid of a patient being mad. They're afraid of not being able to explain the balance on the account. They might not understand why insurance is denying claims. Billing is a whole black hole, just so doctors understand, like there are a lot of nuances there. But I think on that side, if you are producing, like I remember this practice, they are producing like 150 to 200. And I was like, what do mean you don't have money? And we looked at the P &L and we're like, no, according to your P &L, you have money here. And we just realized it was a lack of collection process.   We implemented that Kristy, you helped this practice. They implement, they started collecting and now the doctor's like, wow, like two months later, I feel like I'm like happy as a clown because they literally have money now, but the money was there all along. And that's really like, I think a myth to dispel on this office autopsy is a lot of times the money is actually there. We're just not collecting. We don't have the correct processes in play to do correct insurance verification, to have better estimates, to collect in practice, to then have better ways that we are posting payments.   We don't have a process for how we're calling patients and insurance. And if you don't have that whole process dialed in, that can actually get really daunting for a practice. But Kristy, let's flip sides to the other dark side of this coin where they might not be producing enough. So like we said, it's either a production process, a collection process or a spending process. What do we do on the dark side where they're not producing enough? Like that's scary to me. So what do you do on that? I think there's like two zones here.   DAT Kristy (18:33) Yeah, absolutely. Well.   Number one, once we figure out that benchmark, typically, Kiera, we go and look at how much are they diagnosing, right? If we're looking to hit 100,000, we typically need to be diagnosing minimum three times that number ⁓ if we want to hit it, right? So where are we with diagnostics? And then where are we in case acceptance? how, if we are diagnosing that much, how much are we   actually getting patients to say yes to that treatment if you will.   The Dental A Team (19:09) Mm-hmm. And I think, Kristy, great point on that because it's twofold on this dark side of the coin of if we're not producing, are we diagnosing enough? And if we're diagnosing enough, are we closing enough? And those are two different people actually in this scenario. So doctors, have to diagnose. And if you're a doctor who's scared of diagnosing a couple tools, it's OK. I always tell doctors, it's your moral obligation to diagnose. As a patient, if you were to go in and there was someone who saw   Let's say you did a scan, I've had multiple MRI scans on my brain. Do you know how mad I would be at a doctor if they chose, because like they don't know if I can afford it, if I don't wanna hear the bad news or like whatever it is, they choose not to tell me what's on my brain or a broken bone or if I've got something in my blood work, I would be livid. And yet doctors, you're diagnosing, you're taking x-rays and if you're not telling these patients what's going on, ⁓ that's your moral obligation to do that. So if you're nervous about it, that's okay, I'm not here to tell you.   there's anything wrong with it. I just want to remind you that this is your moral obligation as a healthcare provider. So there's Pearl or Overjet of an AI solution that might be a solution for you ⁓ or just diagnosing one more thing than you normally would. If you're used to like watching, ⁓ that's okay. Maybe like just watch 75 % of it, but diagnose one of those things that you would normally watch and just notice patients don't get mad. They don't get angry. ⁓ Remember when you do get that frustration, it's just due to their expectations not being met.   So if you can even help them co-diagnose with you. So having your hygienist call out their perio numbers and let the patient know before they do it, like, hey, we're looking for the health of your gums, anything above a four, that's something that we need to watch if there's bleeding. And I'm gonna show you, so listen with me, you're gonna hear, ⁓ and then you'll be able to hear. Well, now that patient's listening actively with you of, wow, I heard like seven fours, or I heard like a six in there, now you don't have to try and teach them and say like, you've got perio.   They actually heard it and they co-diagnosed with you. You can show them x-rays of here's a healthy tooth. This is what a healthy tooth should look like. Now look at this tooth and what do you see? You guys, if there's decay in there, even the untrained eye usually can see that pretty big chunk of decay taken out of there or use intraoral photos to where that patient's co-diagnosing with you to gain the trust. And that actually makes it easier for you doctors, because then you're not teaching them. Or if you're like really nervous about it.   AI teaches them. Like it literally just puts the puts it up on there and you don't even have to hardly do anything other than just presenting it to them and educating them. So something simple there. And then if your team's not closing cases, amazing simple things like an NDT our handoff. next visit date, time, recare that can help tremendously. ⁓ having your team members track their treatment plans, having a consultant help them. Like we literally help listen to treatment plans, guide and give coaching on different ways that they can do it. So there's two ways if you're not diagnosing or producing enough.   that we can easily do that. And the next one would be a block schedule. Kristy, any other thoughts on that? Because I'm sure you've got pieces working with so many team members too.   DAT Kristy (22:06) Yeah, listening to you talk about the case acceptance, it's just hitting me that sometimes I think our fear is in telling them, but really if we take a step back and just include them in the process and figure out what are their long-term goals for their mouth and being able to speak to them in a relational way that...   The Dental A Team (22:23) Thank   DAT Kristy (22:29) really is flipping it to what is their goals and getting them what they want. I think that takes the pressure off of us telling the patient, right? And so, ⁓ truly, I think when we master this, it's a beautiful thing and you get patients to stick for very long time because they feel heard, right? And they still are in control of their care. So.   The Dental A Team (22:53) Totally, I agree with you, Kristy, and I love that you talked about like, they're part of the solution with you. And I agree, like, I can't as a treatment coordinator want this more than they do. It really has to be something that they're a part of. ⁓ And also just helping your team see, similar to doctors, when we're watching so many things, team members can accidentally be saying one or two words that's guiding a patient the wrong direction. We might be highlighting insurance more than we're highlighting total treatment. We might be putting emphasis on like your max on insurance or   Like we could just start with one thing because we're afraid of presenting total dollar amounts. All of those things are normal. That's like very normal. Your team's not struggling, team members listening. You're not doing anything wrong. Just highlighting that there are different ways that you can present it. And I call it like the sequence. So think about when you're back in high school and you had your locker combination. If your combination code was 321, you could put in the number 213 and your lock wouldn't open. You could also do 123 and it wouldn't open. You could also do 32...   three and it won't open. You can have the exact same numbers and just do them in the wrong combination and it won't open versus if we have the right pieces in the right combination, we actually get more case acceptance. So just realizing like what are my tools that I'm using? Am I putting them in the right sequence? Am I using the tools like insurance is a tool? It's a coupon. So let's maximize that, but it's not going to guide my treatment. Let's maximize getting full case acceptance. Let's maximize like Kristy said, knowing their ultimate goals and tying my treatment back to those ultimate goals.   just using the tools in the right sequence can also help with that case acceptance. Now, if you are a practice that's not diagnosing enough, I think that this becomes like a little bit of an ego check and I'm sorry to be the ego check day today, but it might be something where if we're not diagnosing enough and we are collecting and we're not producing enough, it might be time for us to look to see about cutting costs. And this is something where I don't love to have this conversation. However, bottom line is the practice has to thrive.   Otherwise we all will fail. And doctors like you won't be able to help your team. You won't be able to help patients. And ultimately your livelihood is on the line too. Nobody is happy in this scenario. So when an office is like, don't have money, great. We've looked to see, you diagnosing? We've looked to see, are we collecting? We've looked to see our case acceptance. Like let's check all the boxes. Flip side is what are we spending money on? Immediately I'm gonna go to anything that you no longer need in the practice. So I know we might have been in the glory days.   doing all these ITero scans. Well, guess what? Glory days are gone. We're no longer there. And I hate to be Debbie Downer, but the reality is we need to sell that. We need to get out of that contract. Anything we are not using in the practice, we need to cut those debts off of us. And this is just a yucky moment. And I'm sorry, but you've got to do it. And as a business owner, this is your job as a CEO is to watch the profitability of the business. Like you have to, and you have to make those hard cuts. And I will tell you, you do it one time. You're a lot more cautious on things you'll purchase in the future.   So we start cutting costs of things that are not paying for themselves. So if we've got extra equipment in the practice, if we've got other things that we can sell. Also, team members, we might have bulked. I've done this as a CEO, so I'm just gonna tell you, like, it was a really, really, really bad day when I realized I over-bulked anticipating something to happen in the practice, and I actually had to scale back and cut. That does not feel good, and it's something that we want to avoid. However, if we have ultimate, like, more team members than are necessary, or we could outsource to things,   I'm not here to say, determinate team members. Like we said, like we went through all the different scenarios, everything we possibly could do. But the reality is you may have bulked too much in a practice and you need to scale back and cut. And that's just a zone where you walk the walk of shame and you commit you're never going to do it again. But ultimately you have to get yourself to a profitable zone. You've got to look at your own spending. A doctor was like really struggling on spending and they had multiple credit cards. Consolidate those credit cards down to where you only have one. We pay it off every single time.   We look to see what other things we like work out deals with the lab or different people. ⁓ But you've got to be realistic. You might have to get a line of credit to get yourself out of it. You might have to take equity out of your home or your practice. Those are things I hate doing, but I also feel sometimes the pain of discipline is better than the pain of regret. And I would rather go through the pain of discipline and learning to like cut my costs and watch my costs and not hire. Like I might extra hire.   a hygienist. I might extra hire a treatment coordinator. Those are two players on my team that will actually generate revenue for me. And not to say assistants don't because assistants can, but I could get by with a Mr. Thurshy. Now, dentists, I know I'm going to get a lot of flak for that. The reality is you can do that for a short amount of time. And I just want to highlight like it's inconvenient, but it's also inconvenient not to have money to pay your bills. So like choose our heart on this. But this is a zone where like I heard a doctor and they were struggling and they   They spent like 10 grand on something unnecessary. And I'm like, that's a spending issue. That's a you issue. That's not a practice issue. And it's not a diagnosis issue. If you cannot produce what you have for your costs, it's like the person has to accept the fact that they bought too big of a house. Like you've got to scale down. You got to size down. And as much as that's an ego blow, that's also smart business ownership. So Kristy, that's my like soapbox. So doctors, like we said, it's first, let's make sure we're producing. Like, let's figure out our amount. have to, then we're going to check our production. Then we're going to check our collections.   Then we're going to check our diagnosis. We're going to check our case acceptance. We're going to check our block scheduling. Then we're going to go into any unnecessary costs that are on our PNL. ⁓ Look to see, there anything we could do to reduce costs? And then it's going to be, we've got to cut. And like, you've got to make that decision before you go under. ⁓ You owe that to your patients. You owe that to yourself and you owe that to your team. And it's a sad, crummy day, but it's part of business. Kristy, what are your thoughts?   DAT Kristy (28:27) Yeah, I think you nailed it. The only area we didn't uncover was you usually do have some unscheduled treatment that you may be able to tap into. And I would definitely explore that resource. But you nailed it, Kiera. I mean, you hit all of the boxes for sure.   The Dental A Team (28:46) So those are kind of like looking at a practice that says, I don't have cash. These are some of the ways to diagnose that we do within practices. And notice the very last thing that we went to was cutting. That's not our mission. That's not our process. And we're never going to tell you to cut somebody. That's going to be ultimately your decision. We're just going to remind you that as a CEO, that's part of your job. And I remember going through COVID, had a coach and she said, Kiera, you've got to have a list. You've got to have a list in your mind of like when things get tight, if they get there.   What are you going to do to make sure your business thrives and survives? And that has stuck with me when I realized like, that's why I'm paid a CEO salary. That's why I'm paid to make these hard decisions. That's why I ⁓ signed up to be a business owner. Like that's the hard side of success. Success has two parts of that coin too. There's the light side and the amazing side. And then there's the dark side that a lot of people don't talk about. So if you're looking at your practice and you're saying, I don't have cash, go through the checklist, Kristy and I just gave you. ⁓   And sometimes it does help to have a buddy in it with you, a consultant, somebody who's in it with you. Like Kristy, I think about the night that you picked up the phone with that office manager and you guys started calling, you called on accounts with them. I think sometimes not feeling alone in the process. think somebody pushing your team, because you're like, I don't know how to say this to my team. ⁓ Someone who can help guide them, someone who can help look at your diagnosis and help you diagnose maybe one more thing, ⁓ really can be an asset. And I call Kristy our money bloodhound.   If I have a practice on cashflow row, I'm like, all right, Kristy, I don't what you're gonna do, but girl, go to work and go start looking. And I think having an outside set of eyes, it's not sitting in there floundering with you, but can have a cool, calm, collected head, sometimes can be the most beneficial. So if you're struggling, reach out, we're here to help you. And it comes with no judgment. Kristy, don't think I've ever once heard you judge a single practice. You come with love, you come with open arms, and you come with solutions quickly.   to make sure they get there. So Kristy, any last thoughts you have for these practices who might be struggling, who are hearing this office autopsy being like, my gosh, that's been me, or my gosh, I feel like I'm headed that way. Any other thoughts you might have for them?   DAT Kristy (30:43) ⁓ Just again that you're not in it alone and having us to help ⁓ guide mentor and just make sure you have you know daily weekly monthly Systems in place and balance, you know a checklist balance. We got ya we can help   The Dental A Team (31:00) We do. do. Well, Kristy,   thanks for being on the office autopsy with me. Thanks for just loving our clients so much and helping them. I think that client who two years after you started helping say to us, I like have never been this free or like, my gosh, like this is what ownership should feel like. I think those are the wins that we live for as consultants of hearing you thrive, hearing your successes, hearing you have your dream life and not being so stressed, ⁓ even in possible situations that are stressful. So Kristy, thanks for being that consultant with us.   DAT Kristy (31:30) It's a pleasure. Thanks.   The Dental A Team (31:32) Of course, for all of you listening, don't be on cashflow row. Don't be struggling about these things. If you are part of any of the scenario, if you're like, my gosh, any of those things resonated, reach out. Hello@TheDentalATeam.com. Go to our website, click on TheDentalATeam.com book a call. Like truly it's a no judgment, just clarity, just momentum. Even if we can't help you, we've got resources. Even if you're not quite the right fit, that's okay. Like we will be there to support you. ⁓ but I think it takes courage to book the call. It takes courage to admit you need help. but there's so much freedom.   to know that you're not alone, that you're not having to do this alone and that there's somebody who truly can help you get out of the scenario and that's been there, done that and done it successfully many times. So reach out and as always, thanks for listening. I'll catch you next time on The Dental A Team Podcast.

from microsoft to $700 million in real estate Feras Moussa's Syndication Journey How does someone go from a Microsoft engineer to managing over $700 million in multifamily real estate? On this episode of Unemployable with Jeff Dudan, we sit down with Feras Moussa, co-founder of Disrupt Equity, who shares his incredible journey from tech to becoming a real estate syndication powerhouse. Jeff and Feras talk about: Why real estate isn't just for the rich—and how anyone can start The real reason most real estate investors fail Systems thinking, KPIs, and what it takes to scale a company fast EOS, hiring strategy, and building elite teams What operators get wrong about property management How to evaluate risk-adjusted returns and avoid analysis paralysis Why GSD (“Get Sh*t Done”) is Feras' #1 core value Whether you're a small business owner sitting on cash flow or an aspiring investor, this episode is a masterclass in wealth creation, risk management, and scaling high-performing teams.

In this compelling episode of Grit, Grace, and Glitz, Erika welcomes Misha Homara, CEO of Tri Core Panels, a trailblazer shaping the construction industry with her passion for innovation, leadership, and empowerment. Misha shares her inspiring journey from accidental entry into the family business to implementing transformative systems like EOS, which have revolutionized her company's operations and team dynamics. Throughout their conversation, Misha emphasizes the importance of grit, resilience, and self-confidence, recounting pivotal moments that strengthened her resolve and authenticity. With her upcoming Napa retreat focused on empowering women in construction, Misha exemplifies how embracing authenticity and community can elevate leaders to new heights. Her raw honesty and inspiring message remind us all to give ourselves grace, celebrate our glitz, and keep moving forward with purpose.Connect with Misha:https://www.linkedin.com/in/mishahomara/Connect with your host, Erika:LinkedIn (primary)⁦https://www.linkedin.com/in/erikarothenberger⁩IG⁦https://www.instagram.com/erikalearothenberger?igsh=MmhjeTRhbnB1aXM2⁩FB⁦https://www.facebook.com/share/69wqEYVzFKKnci9u/?mibextid=LQQJ4d⁩

from microsoft to $700 million in real estate Feras Moussa's Syndication Journey How does someone go from a Microsoft engineer to managing over $700 million in multifamily real estate? On this episode of Unemployable with Jeff Dudan, we sit down with Feras Moussa, co-founder of Disrupt Equity, who shares his incredible journey from tech to becoming a real estate syndication powerhouse. Jeff and Feras talk about: Why real estate isn't just for the rich—and how anyone can start The real reason most real estate investors fail Systems thinking, KPIs, and what it takes to scale a company fast EOS, hiring strategy, and building elite teams What operators get wrong about property management How to evaluate risk-adjusted returns and avoid analysis paralysis Why GSD (“Get Sh*t Done”) is Feras' #1 core value Whether you're a small business owner sitting on cash flow or an aspiring investor, this episode is a masterclass in wealth creation, risk management, and scaling high-performing teams.

Printing Money Episode 31 is here! Danny's guest for this episode is Fabian Alefeld (Director Business Development & Academy, Global Additive Minds | EOS North America, and Podcast Host, Additive Snack).  Fabian's title is a mouthful, but his efficiency in 3DP/AM industry analysis is impressive. Fabian and Danny are efficient, but a lot of deals have accrued for discussion, so this episode is hefty, clocking in at 71 minutes.  First, they talk a bit about what Fabian does at EOS.  Then the conversation zooms out and brushes on significant trends in the 3DP/AM market.  This sets the stage for a perfectly executed (yes, 10.0) dive into recent deals, financings, bankruptcies, and more. Even in the twenty-four hours since recording this episode, there has been some notable 3D printing market action.  As Danny notes in his closing thoughts, a new cycle may be nigh.  In any case, Printing Money looks forward to covering the 3DP/AM deals to come. Please enjoy Episode 31 and check out our previous episodes, too. This episode was recorded August 19, 2025. Timestamps: 00:12 – Welcome to Episode 31, and welcome to our guest, Fabian Alefeld (EOS) 01:10 – What is Additive Minds? 03:25 – What is Additive Minds Academy? 04:32 – NASA and EOS in-person Master Class 05:16 – Additive Snack podcast 07:06 – Fabian's AM journey and focus 10:30 – AM is a mile wide and a mile deep, but metal LPBF has been a bright spot 11:30 – The bigger picture in AM before diving into recent deals 15:32 – BCN3D falters, but saved by investor group 20:41 – Castor files for liquidation 25:32 – 3D Systems spinout Systemic Bio shutters 30:11 – Voxeljet through the wringer – failed buyout by Anzu 33:52 – Nano Dimension sends Desktop Metal into bankruptcy 34:30 – Anzu Partners purchases ExOne and more from Desktop Metal 37:21 – Speculation only: Might Anzu flip the Aidro asset? 38:13 – Admatec and Formatec rescue themselves after Nano Dimension divestiture 38:52 – Stratasys acquires Nexa3D assets and more 43:04 – Trumpf sells its AM business to a German PE firm 47:57 – MX3D raises EUR 7M Series A for Wire-Arc AM 50:14 – Insight Surgery raises $2.5M for surgical guides 52:54 – Koobz raises $7.2M seed round for 3D printed footwear 57:56 – Novenda raises $6.1M for dental 3D printing 59:30 – Firestorm Labs raises $47M Series A for 3D printing drones 1:07:29 – Carlsmed raises $101M in IPO 1:09:54 – This time with optimism; closing thoughts 1:10:31 – Thank you to Fabian, and thank you for listening! Disclaimer: This content is for informational purposes only; you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing stated on this podcast constitutes a solicitation, recommendation, endorsement, or offer by the hosts, the organizer, or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.  The information on this podcast is of a general nature that does not address the circumstances and risk profile of any individual or entity and should not constitute professional and/or financial advice. Referenced transactions are sourced from publicly available information. Danny Piper is a registered representative of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for, tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal invest...

0:00-25:29 – Query & Company gets underway on a Friday with a preview of today’s loaded show! Jake talks Colts vs Bengals preseason, High School Football and more before diving deep into the Colts’ failure to develop Anthony Richardson. 25:29-38:42 – ESPN.com’s Ben Baby, a Bengals beat writer, joins to preview the Colts vs Bengals preseason extraordinaire tomorrow afternoon. Ben reveals the Bengals plan with Joe Burrow, Ja’Marr Chase and other Cincy starters heading into the final exhibition game. He then gives his thoughts on the Trey Hendrickson debacle- could the Colts trade for the star pass rusher? Plus, they dive into Anthony Richardson losing the starting job to Daniel Jones. 38:42-44:36 – Jake closes out the first hour of the show. 44:36-1:09:15 – The second hour of the show gets underway with more on how the Colts failed Anthony Richardson. The Colts QB coach Cam Turner sounds like he has given up on the 3rd year player. Then, Jake fills the final spot of the show’s Fantasy Football league. 1:09:15-1:26:03 – The IndyStar’s Kyle Neddenriep, the top man on the high school beat, joins to preview the upcoming football season- which starts tonight across the state. Neddenriep gives his take on the top teams in central Indiana, the top players in the area & more to get you ready for Week 1. 1:26:03-1:31:28 – Jake closes out the second hour of the show answering texts on air from listeners! 1:31:28-1:54:55 – To start the third and final hour of the show, Jake takes callers for 20+ minutes! 1:54:55-2:09:35 – It's another edition of Franciscan Health’s Good for the Heart Friday as Jake speaks with a local hero- John Wheeler of Shelbyville’s Special Olympics team, who is trying to get Indiana to the national stage in Minneapolis next year. 2:09:35-EOS – Jake and JMV close out the show. Support the show: https://1075thefan.com/query-and-company/See omnystudio.com/listener for privacy information.

In this week's episode of "Maximize Business Value," Jim Brewer discusses the value of an entrepreneurial operating system with Dave Casey. This episode is part two of a two part series, for more information be sure to watch episode 244 to hear Jim and Dave begin their conversation on the impact of EOS. To learn more about Jim, visit his LinkedIn and check out eosworldwide.com website. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!#maximizebusinessvalue #masterypartners #entrepreneuroperatingsystem #resetyourbusiness #EOS #Vistage #BrewerLeadership Learn More about Dave CaseyDave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn't just profitable—it's secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he's committed to helping owners build lasting legacies.Learn More about Jim Brewer: Jim Brewer works with leaders who are ready to get unstuck—and build what's next. After starting he started his own company at 21, he went on to lead teams alongside entrepreneurs like Mark Cuban—in his first company, and Chuck Hallberg at MemberHealth—the 2006 Inc. #1 fastest-growing company in the U.S. Jim learned something simple but powerful: the leader alone isn't enough. You need a great team and a clear framework. You can't white-knuckle your way to clarity or scale.At BrewerLeadership, Jim help leadership teams run on EOS®—a practical, proven system to gain traction. As a Vistage Chair, he works with growth-minded CEOs who want to sharpen their thinking, challenge blind spots, and make better decisions. The synergy with the Mastery Group creates real value—for our mutual clients and the entrepreneurs we serve.Whether in a boardroom or one-on-one, Jim's goal is the saMastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.

Human eyes are perfectly tuned to see sunlight. But that’s a thin slice of the total range of light. As a result, we miss a lot of what’s out there – even objects that are big and close. A recently discovered example is a cloud of gas and dust that’s been named Eos. It spans about 40 times the width of the Moon. But it’s thinly spread, and it produces most of its light in the far-ultraviolet – wavelengths we can’t see. And even if we could see them, Earth’s atmosphere blocks them. So Eos wasn’t discovered until astronomers combed through observations made two decades ago by a Korean space telescope. The cloud’s inner edge is about 300 light-years away. It’s along the rim of the Local Bubble – a giant void around the solar system that’s been cleared out by exploding stars. Eos is about 170 light-years across. It contains enough gas to make more than 5,000 stars as heavy as the Sun. But there’s no evidence that it’s ever given birth to any stars at all. And while it could spawn stars in the future, that’s not likely. The cloud is evaporating, and should vanish in about six million years. Eos is centered along the border between the northern crown and the head of the serpent. That point is high in the west-southwest at nightfall, to the upper left of the bright star Arcturus. But unless you have your own space telescope, there’s no way to see this giant neighbor. Script by Damond Benningfield

Join us for an exclusive episode of The Exit Is Now podcast as Scott Snider flips the mic with EOS Implementer Kyle Danner in a candid conversation about operational structure, leadership growth, and culture at scale. Scott opens up about how implementing EOS helped decentralize the business, create a healthier team dynamic, and enable more deliberate decision-making. From printing and distributing their VTOs company-wide to creating systems that fuel both business and personal planning, Scott shares the tools and mindset shifts that have taken EPI from 11 to 50+ employees. They also explore the evolving definition of ownership, what it means to lead with authenticity, and how structure can actually spark creativity.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

What if you could turn one rented apartment into a thriving 2,000-room co-living empire? In this episode of Invest2FI, Sergii Starostin shares his journey from working in healthcare in Ukraine to pioneering co-living operations in New York City. Discover how Sergii turned a single 6-bedroom rental into a scalable business model. He shares how he attracted investors, navigated complex regulations, and built systems to handle massive growth. In this conversation, Sergii also talks about strategies for negotiating with landlords, building a strong team, resolving conflicts, and adapting during crises like COVID-19. Whether you're curious about co-living as an investment strategy or simply want practical, scalable property management insights, you'll find plenty of actionable tips here. Sergii dives into the future of co-living, nationwide expansion plans, and how to create real pathways to homeownership for residents. If you want to learn how to scale quickly while keeping risks low, this episode is a must-listen. It's a masterclass in operational excellence and real estate entrepreneurship. PODCAST HIGHLIGHTS: [03:57] Sergii's background from Ukraine to U.S. real estate start[06:58] Launching the first co-living apartment in New York in 2016[09:40] Overcoming landlord objections with strong business planning[14:42] Raising $100K–$150K per project with investor partnerships[17:48] Scaling units rapidly through multi-property landlord deals[21:41] Navigating severe COVID losses and landlord negotiations[24:45] Converting leases to a management model for business survival[26:48] Acquiring failed competitor portfolios during market downturn[29:31] Systems to maintain tenant satisfaction and cleanliness[33:15] Managing conflicts and enforcing house rules effectively[37:19] Team structure: sales, operations, customer service, tech, finance[38:59] First hires and building a balanced sales–operations leadership[40:54] Outpost Club's expansion plans across the top 10 U.S. metros[44:35] Sergii's advice: find and secure good deals fast[45:55] Current reads: sci-fi and EOS business methodology[46:57] Sergii's “why” – creating a path to homeownership for tenantsHOST Craig Curelop    

Thanks to our Partners, Shop Boss and AppFueledIn this heart-filled episode of the Auto Repair Marketing Podcast, Kim Walker sits down with Christina Beverly from Harrell & Beverly Transmission Auto Repair in Sanford, Florida. Christina shares the behind-the-scenes story of their now-annual teacher giveaway, an initiative born from local Amazon wish lists that quickly grew into a high-impact, community-shaping campaign. You'll hear how a $500 donation turned into $1,500, the emotional stories behind the nominations, and how this one simple idea rallied their team, elevated their brand, and aligned perfectly with their EOS-driven vision.This isn't just another feel-good story. It's a blueprint for what can happen when shops get intentional about giving back. From internal morale to external reputation, Christina explains how generosity fuels growth and how you can take this idea and make it your own.Ready to inspire your team, connect with your community, and build a brand people can't stop talking about? Hit play and take notes. Lagniappe (Books, Links, Other Podcasts, etc)https://www.harrellandbeverly.com/ https://www.harrellandbeverly.com/our-historyhttps://www.harrellandbeverly.com/teachers Christina's blog about her cancer: https://www.livingrarely.com/ Show Notes with TimestampsIntroduction (00:00:01) Brief intro to the Aftermarket Radio Network and the podcast.Host Welcome & Updates (00:00:10) Host welcomes listeners, gives personal updates, and introduces guest Christina Beverly.Sponsor Message 1 (00:00:57) Shop Boss sponsor message about shop management software.Guest Introduction & Conference Talk (00:01:17) Host and Christina discuss previous episodes, upcoming conferences, and Christina's involvement with Flaca.Travel & Podcasting Life (00:04:02) Host shares about frequent travel for work and its challenges.Classroom Giveaway Origins (00:04:44) Christina explains how the classroom giveaway started, inspired by teachers' Amazon wish lists and local needs.First Year of the Giveaway (00:05:22) Details about the first year's small-scale giveaway and unexpected national reach.Scaling Up the Giveaway (00:09:19) This year's expanded giveaway: $1,000 grand prize, $500 runner-up, and 271 nominations.Metrics & Website Impact (00:10:41) Discussion of increased website traffic and engagement during the giveaway.Last Year's Impact & Teacher Reactions (00:12:02) Reflections on last year's recipients and their gratitude, even from out-of-state teachers.Announcing Winners & Selection Process (00:12:41) How winners were chosen, the addition of a runner-up prize, and the team's involvement in selection.Winner Stories & Reactions (00:14:48) Stories about the winners, including a first-year trades teacher and their reactions to winning.Sponsor Message 2 (00:18:00) Shop Boss and App Fueled sponsor messages.Core Values & Business Why (00:19:58) Host and Christina discuss EOS, core values, and how generosity fits into their business mission.Community Reputation &...

(00:00:00) Update Your Business Operating System with EOS - Guest Bruce Sheridan (00:06:19) Introduction to EOS and Business Challenges (00:08:51) Understanding EOS: Vision, Traction, and Health (00:17:35) Common Problems Leading to EOS Implementation (00:26:27) Plateauing Growth: Hitting the Ceiling (00:35:31) The Importance of Accountability in Business (00:44:31) Fostering a Healthy Company Culture with EOS In this conversation, Bruce Sheridan, a certified EOS implementer, discusses the challenges faced by small to medium-sized electrical and communication contractors, including maintaining healthy margins, cash flow, and employee engagement. He introduces the Entrepreneurial Operating System (EOS), which focuses on helping businesses clarify their vision, gain traction, and foster a healthy work environment. Bruce shares insights on common problems that lead companies to seek EOS implementation, such as plateauing growth and accountability issues. He emphasizes the importance of having the right people in the right seats and how EOS can transform company culture and performance. Thank you for listening and please take a moment to subscribe, rate, and review our show on your favorite app.YouTube Version: https://youtu.be/q0Xa-LwFz7ETo get a hold of us here at Keepin' The Lights On, please email: podcast@graybar.comTo reach Bruce Sheridan on LinkedIn:  https://www.linkedin.com/in/brucesheridan/Bruce Sheridan and EOS: https://www.eosworldwide.com/bruce-sheridanEOS Resources: https://www.eosworldwide.com/eos-tools

Ever wondered why traditional recruiters seem more interested in their commission than in finding you the right person? Ryan Hogan did too—and it bugged him enough to build an entirely different model.In this conversation with Cam and Otis, the Navy Reservist and serial entrepreneur shares how scaling Hunt A Killer to a $205M phenomenon exposed him to the broken incentives plaguing the recruiting industry. "I'm an anti-recruiter recruiter all day long," Ryan admits with a laugh, explaining why the commission-based headhunter approach just doesn't work for growing businesses.From the controversial reality that "your next best hire is probably already employed" to the magic of turning recruiting into a true sales and marketing process, Ryan breaks down why finding great talent is actually a lot like hunting. He shares the exact process his team uses to create marketing materials for jobs that actually attract the right people—not just the available ones.Whether you're struggling to find talent for your growing business or just curious about a better approach to building teams, Ryan's flat-fee, embedded recruiting model offers a refreshing alternative to the status quo. Plus, he explains why understanding a candidate's drivers is the key to convincing them to even consider your opportunity.More About Ryan:Ryan Hogan is a Navy Reservist, serial entrepreneur, and the co-founder and CEO of Talent Harbor, a recruiting-as-a-service company helping growth businesses find world-class talent—without the broken incentives of traditional headhunters. After scaling Hunt A Killer from an idea to a $205M global phenomenon, Ryan experienced firsthand how ridiculous the recruiting industry was. That challenge became his next mission. With a deep belief that recruiting needs to be a core competency for all businesses—not an afterthought – Ryan built Talent Harbor to serve growing B2B businesses, especially those running on EOS. His team replaces antiquated commission-driven models with a flat-fee, embedded recruiting service focused on fit, process, and long-term results. Ryan is on a mission to change how business leaders think about hiring—and to challenge the outdated models that no longerserve today's workforce or workplace.#10xYourTeam #RyanHogan #TalentHarbor #RecruitingReimagined #AntiRecruiter #FlatFeeRecruiting #HiringForFit #EOSBusiness #GrowthFocusedHiring #SmartTeamsGrow #EmbeddedRecruiting #BuildBetterTeamsChapter Times and Titles:The Anti-Recruiter Recruiter [00:00 - 05:00]Introduction to Ryan Hogan"I just poo poo all over recruiters."The pain point that led to Talent HarborFrom Hunt A Killer to Talent Hunter [05:01 - 12:00]Ryan's journey with Hunt A KillerThe transition to solving recruiting problemsWhy traditional recruiting models are broken"Your Next Best Hire Is Already Employed" [12:01 - 20:00]The controversial LinkedIn postWhy are employed people make better candidatesThe challenge of finding people who aren't lookingRecruiting Is Hunting (Then Sales) [20:01 - 30:00]"Expert recruiting is hunting."The 90-minute kickoff processCreating marketing materials for jobsThe Moral Question of Poaching [30:01 - 45:00]Is it wrong to recruit from other companies?Understanding candidates' driversBuilding a process that respects everyone involvedThe Flat-Fee Revolution [45:01 - 55:00]Why commission models create bad incentivesHow Talent Harbor's approach differsResults from the embedded recruiting modelConnect with Ryan [55:01 - End]"It's talentHarbor.com/Ryan"Final thoughts and takeawaysStandard outro with CamdenRyan Hoganhttps://www.linkedin.com/company/talentharbor/https://talentharbor.com/

Profitable But Worthless? How to Build a Business Buyers Actually Want with Justin Goodbread   Why High Profit ≠ High Value—And How That Mistake Could Cost You Millions   Most business owners are chasing profit… But what if the very thing you're chasing is keeping you trapped?   Imagine this: You're running a “successful” business with strong margins and great income. You're paying yourself well, your spouse is on payroll, and life feels comfortable.   Until the day you try to sell… and no one wants to buy.   This episode of Profit Answer Man reveals the dangerous trap most entrepreneurs fall into: confusing a profitable lifestyle business with a valuable one. Justin Goodbread—who scaled and sold multiple 7-, 8-, and 9-figure companies—breaks down the hard truth behind “ugly babies” (a.k.a. unsellable businesses) and how to turn yours into a cash-rich, investor-ready machine.   In This Episode, You'll Learn: Why profit doesn't always equal enterprise value (and what to focus on instead). The 8 core areas of a business that drive value (and where most owners get stuck). How to move from being the business to owning the business. The mindset shift that changed Justin's net worth trajectory forever. Why laser focus, not more hustle, is the real multiplier.   Key Takeaways (AKA Profit-Killing Blind Spots): Mistake #1: Believing high profit = high exit value. Investors don't buy income streams—they buy systems. Mistake #2: Staying at the center of everything. If your business wobbles when you step away, it's not a business. It's a job with a title. Mistake #3: Failing to define your ideal client. Serving everyone = attracting no one (and commoditizing your brilliance). Mistake #4: Reinventing the wheel. Frameworks like Profit First, EOS, and Justin's value-growth model already exist—use them. Mistake #5: Not taking the hard vacation. If your team can't survive six weeks without you, your valuation will reflect that.   Guest Bio: Justin Goodbread is a globally recognized business strategist, bestselling author, and founder of multiple ventures focused on helping service-based businesses maximize enterprise value. With 30+ years of entrepreneurial grit—including exits at the 7-, 8-, and 9-figure levels—Justin has worked with thousands of owners to turn profitable chaos into scalable, transferable wealth.   Whether he's simplifying complex business systems or calling out the lies owners tell themselves, Justin is known for his no-nonsense, deeply practical insights that get results. His bestselling book, Your Baby's Ugly, challenges owners to look at their business through the eyes of a buyer—and transform it into an asset worth paying for.   Links: Websites: Official Website: https://www.justingoodbread.com/ Freedom Formula: https://www.masteringvaluegrowth.com/freedom-formula The Value Growth Academy: https://thevaluegrowthacademy.com/   Media Profile/Bio: Justin's Media Profile: https://podfol.io/profile/justin-goodbread   Social Media Channels:  LinkedIn: https://www.linkedin.com/in/justingoodbread/ Twitter: https://x.com/justingoodbread YouTube: https://www.youtube.com/@justingoodbread Instagram: https://www.instagram.com/justingoodbread/ Facebook: https://web.facebook.com/justingoodbread   Conclusion: Is Your Business Valuable—or Just Profitable? Profit is a great starting point… but it's not the finish line. If your wealth is locked inside a business that can't run without you, it's time to ask the hard question:  

Send us a textIn this episode, host Matt Jones is joined by a familiar face—John, the CEO of Rooter Hero from Los Angeles. It's been nearly six years since John last appeared on the show, and a lot has changed in that time. Together, Matt and John take a deep dive into the incredible growth journey of Rooter Hero, which has more than doubled in size since 2019, now boasting over 500 employees and 440 vehicles on the road.Timestamps:00:00 Company Doubles in Size03:24 Futuristic Business Strategy Planning08:53 Consolidating Units Challenges Backend10:29 Learning Business Expansion Strategies15:48 AI Integration in Business Operations18:19 AI Streamlines Job Applicant Screening22:26 Promoting Trade Careers Over Tech25:48 Maximizing Maintenance for Business Growth29:29 Commercial vs. Residential Tech Differences32:46 Future Business Expansion Possibility33:57 Expanding Beyond CaliforniaTakeaways:The #1 mindset shift you need before attempting big growthHow quarterly strategy, EOS/Traction, and external coaches help manage a massive teamReal-world ways AI & automation are transforming hiring, onboarding, and daily opsYou'll get an inside look at how John leads a rapidly scaling business, the evolution of his role as CEO, and the challenges of executing change at scale. The conversation covers everything from the impact of technology and AI in streamlining operations, to the importance of structured planning and the influence of operating systems like Gino Wickman's EOS. Don't let your business fall behind—explore the power of AI with Tradie Hub. Visit tradiehub.net to see the innovative AI tools crafted just for tradies. Discover how you can stay ahead and transform your business with cutting-edge technology!

Chris Jones brings relentless energy to every aspect of his life. Chris is an entrepreneur, best-selling author, and one of North America's most dynamic EOS® Implementers. Chris has founded three successful companies, including a sporting goods brand that became Canada's #1 in its category. After scaling the business 7x using EOS and reducing his time to just three hours a month, he sold the business and now dedicates his energy to helping leadership teams achieve the same freedom and growth. With over 600 EOS sessions and more than 75 implementations under his belt, Chris brings relentless energy, hard-won wisdom, and a no-fluff approach to every room he walks into. You can learn more about Chris on his website: https://www.relentlesschrisjones.com/, where you can also purchase a copy of his book - Relentless AF. You can learn more about EOS on their website: https://www.eosworldwide.com/ ******************************************** Interested in learning how to scale your business to improve cash flow and maximize profits all while working less and enjoying it more? Then join my Business Success Mastermind group. A new cohort is starting. Now accepting applications: https://ib4e-coaching.com/mastermind ******************************************** Please support this podcast: https://ib4e-coaching.com/podinfo #leadership #leadershipcoaching #business #success #chrisjones #EOS #relentlessAF #ib4ecoaching ******************************************** If you like this podcast, consider supporting the effort. Every little bit helps. Thanks.

Eric interviews Todd Reinhart from Reinhart Services, live at the Lawn and Landscape Technology Conference. The discussion centers on leveraging technology, particularly artificial intelligence (AI) and robotics, to scale businesses in the green industry. Reinhart emphasizes the importance of tools like ChatGPT as a "ride-along mentor" and details his company's use of AI for data analytics, robotic lawnmowers, and even experimental exoskeletons to improve efficiency and reduce injuries. The conversation also touches upon the Entrepreneurial Operating System (EOS), based on the book Traction, as a framework for business growth through vision, people management, data, processes, and accountability. Ultimately, the episode explores the transformative potential of emerging technologies and structured business systems for entrepreneurs in the landscape and pond industries. Key Takeaways: Actively integrate AI into your daily routine, treating tools like ChatGPT as a constant companion and mentor by paying for the advanced subscription model. Commit to continuous learning by regularly consuming educational podcasts and books to sharpen your mind and stay informed about new ideas. Consider implementing a structured operating system like EOS to clarify your business vision, align your team, and improve accountability and processes. Develop a visionary mindset by looking for connections between different industries and ideas to anticipate future trends and foster innovation. Prioritize self-betterment and learning from others over external comparisons, jealousy, or tribalistic thinking.

What if the framework you're using to grow your business is the very thing holding it back? Today's guest, Michael Erath, founder of Next Level Growth, reveals why systems like EOS and Scaling Up, while helpful, often become a cage for elite entrepreneurs. Michael grew a $45M company, lost it all to fraud and a financial crisis, and came back stronger with a custom-built framework that now helps other businesses scale without the chaos. In this episode, you'll hear how Michael bounced back from total collapse, why most entrepreneurs are aiming too low, and what makes his Five Obsessions of Elite Organizations framework a smarter, more adaptable path to sustainable growth. You'll also learn why effort is your responsibility, how to rethink coaching ROI, and why pricing strategy should never be an afterthought. If you've ever felt boxed in by traditional systems or know your business is capable of more, this conversation will show you how to build the kind of company others can't compete with. Listen in and learn what it takes to grow a business that's not just successful, but elite.  — This episode is part of the 8FE (8-figure entrepreneur) series, where we talk to entrepreneurs who have already passed the million-dollar mark.  — Key Takeaways: 00:00:00 Michael's turbulent business background 00:02:47 Advice for aspiring entrepreneurs  00:05:28 Investment returns on coaching  00:14:46 Growing a family business to $45M  00:20:43 Bank fraud, embezzlement, and the 2008 collapse 00:23:51 There's always a negotiation to be had  00:34:02 Starting over and building a new business 00:41:39 The EOS framework  00:44:59 The five obsessions framework  00:59:24 Michael's book and its AI companion  01:01:51 AI and business 01:04:13 Acceptance of mediocre performance  01:08:48 Outro — Additional Resources: