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Listen in as Erin and Mike discuss how: EOS (Entrepreneurial Operating System) provides simple, practical tools to help entrepreneurs run better businesses and live better lives. “Process is Freedom”: Having systems in place doesn't limit you—it frees you to focus on what only you can do. Growth always brings new ceilings; what got you here won't get you there. Reinventing yourself and your business is key. Investing in systems and support is not a cost—it's a return on energy, sanity, and profitability. Knowing your role—visionary, integrator, or technician—helps you lead in alignment with your strengths … and much more! About Mike Paton is an EOS Implementer, best-selling author, and sought-after keynote speaker who's spent the last 18 years helping thousands of business owners and leaders around the globe run better businesses and live better lives. The product of an entrepreneurial household, Paton began his career in banking before embarking on his own entrepreneurial journey. He ran (or helped run) four entrepreneurial companies before discovering EOS in 2007. Since then, Paton has conducted nearly 2,000 talks, workshops and session days. Gino Wickman's successor as EOS Worldwide's Visionary, Paton trained several hundred professional EOS Implementers, co-wrote two books in the Traction Library (which have been translated into a dozen languages), and hosted the top-rated EOS Leader Podcast. Today he's grateful to be living his ideal life - helping people achieve their vision by mastering the timeless disciplines and practical tools of the Entrepreneurial Operating System. How to Connect With Mike Website: mikepaton.com YouTube: youtube.com/c/MikePaton LinkedIn: linkedin.com/in/mikepaton Instagram: https://www.instagram.com/mp8on Recommended Resources Get A Grip and Process! are available to order on Amazon Visit EOSWorldwide.com to download free tools & take the Organizational Check-up
MOVE SUPPLY CHAINPay less for COGS, get shorter lead times, and improve payment terms in your supply chain with help from Move Supply Chain at https://movesupplychain.com.RICHPANELCut your support costs by 30% and reduce tickets by 30%—guaranteed—with Richpanel's AI-first Customer Service Platform that will reduce costs, improve agent productivity & delight customers at http://www.richpanel.com/partners/ajf?utm_source=spotify.//What if the biggest risk to your brand isn't competition or CPMs - it's how you define success? In this episode, Andrew walks through a practical framework for setting reasonable, operator-grade goals using EOS (10-year → 3-year → 1-year → quarterly), then pressure-testing those goals against your real constraints: product pipeline, supply chain, hiring, onboarding, and P&L design. We dig into why “rocket ship” thinking so often creates chaos: over-hiring, over-buying inventory, and chasing vanity targets - and how durable brands actually grow: methodically, with clear success criteria and a bias toward profitability.You'll learn how to translate vision into numbers; why returning-customer mix lowers CAC% over time; how to engineer margin through supplier work (terms, lead times, BOM interrogation); and when to seize moments without over-leveraging. Real operator cases—Born Primitive, Simple Modern, Natural Dog Company, CTC—illustrate why steady compounding beats aggressive targets that break systems. If you want a calmer calendar and a fatter P&L, this is the playbook.//CHAPTER TITLES:00:01:06 - Using EOS As a Framework00:04:10 - What Is Motivating You & Your Goals (For Your Business)00:07:42 - How Can Your Vision Be A Constraint?00:09:01 - Examples of Great Brands 00:16:16 - Andrew defines a Rocketship Business00:19:10 - Good Businesses Build Steady Overtime00:25:31 - The Secret Sauce Brands Are Using To Grow00:28:33 - Maximizing Key Moments00:30:34 - P&L Design00:32:53 - Don't Let The Promise of A.I. Fool You00:34:49 - Goals for AJF Growth//SUBSCRIBE TO MY PODCAST FOR 2X/WEEKLY UPLOADS!//ADMISSIONGet the best media buying training on the Internet + a free coaching call with Common Thread Collective's media buyers when you sign up for ADmission here: https://www.youradmission.co/andrew-faris-podcast//FOLLOW UP WITH ANDREW X: https://x.com/andrewjfaris Email: podcast@ajfgrowth.comWork with Andrew: https://ajfgrowth.com
Skye LaJaunie joins the Blue-Collar Twins to unpack how she moved from salon owner to visionary at LaJaunie's Pest Control, why EOS transformed her leadership, and how the Eagles Nest peer groups are forging courageous, accountable operators. From door-knocking with her family to doubling goals and navigating the next wave of regulation and tech, Skye lays out a clear, people-first path to scale. You'll hear: How Skye shifted from integrator to visionary—and why disciplined meetings changed everything.The origin of Eagles Nest peer groups and the “feedback is a gift” covenant that drives real results.Women in leadership: turning “different” into a superpower and finding mentors across the industry.Daily cadence: 4–5 a.m. starts, meditation, yoga, and staying out of the office to empower leaders.Future lens: drones, smart traps, and why regulation may force evidence-based applications.Growth plan: doubling the business while keeping purpose, clarity, and culture at the core. Show links: From Gym Teachers to Service Leaders: The Julio Twins' Story | Last Bite Mosquito, Viking Pest https://youtu.be/DAYxtzhswxs From PE Teachers to Pest Control Owners: The Julio Twins Share Their POTOMAC Experience https://youtu.be/HAx9noqsqTo https://www.linkedin.com/in/paulgiannamore www.potomaccompany.com https://bluecollartwins.com Produced by: www.verbell.ltd Timestamps 00:00 – Cold open: “Entrepreneurs and leaders make the world better—by showing up.” 00:50 – Intros and early story: salon owner → service entrepreneur → pest business partner 02:30 – Counting doors at age 8: the money/operations curiosity that never left 04:10 – “Be better to do better”: mentors, books, and servant leadership 06:45 – EOS enters the chat: L10s, IDS, and hiring a pro implementer 10:55 – Roles evolve: from Jared's integrator to Skye as visionary with an integrator under her 13:40 – Women in pest: why being “different” opened doors and accelerated mentoring 18:50 – Eagles Nest: structure, radical accountability, and measurable growth 26:00 – Purpose over shiny objects: clarity, focus, and saying no to distractions 31:30 – Daily habits: 4–5 a.m. routine, yoga, meditation, task mastery 34:45 – Why grow now: doubling as a way to expand people, capacity, and impact 39:30 – Tech & regulation: smart traps, IPM, and the shift away from calendar apps 42:30 – Acquisitions: two small buys and lessons learned 45:30 – Wrap: staying positive, empowering leaders, and writing “The Writer” book next
In this episode, host Josh interviews Aaron Hovivian, CEO of The Collab Team, about scaling operations for entrepreneurs and solopreneurs. Aaron shares his journey from retail and corporate project management to founding his own operations consultancy. The discussion covers the importance of identifying strengths, implementing operating systems like EOS, and documenting SOPs to streamline growth from seven to eight figures. Aaron offers practical advice for overcoming operational bottlenecks and introduces his Ops Experts Club resource hub. The episode provides actionable steps for business owners looking to delegate effectively and build scalable, efficient operations.Chapters:Introduction & Aaron's Background (00:00:00)Aaron shares his entrepreneurial roots, early jobs, and inspiration from his father's business journey.Discovering a Passion for Operations (00:00:49)Aaron describes his natural inclination for improving systems and his transition from retail to project management.First Entrepreneurial Leap & Founding The Collab Team (00:01:35)Aaron recounts leaving a stable job to help a friend's business, marking the start of The Collab Team.Systems Thinking & Early Genius (00:02:54)Discussion about always thinking in systems and the importance of operating in one's zone of genius.Complexity in Growth & The Value of Operations (00:03:31)Aaron explains how business growth brings complexity and the need to streamline through operations.The Power of Delegation & Operating Systems (00:03:48)Aaron introduces the concept of “Delegate and Elevate” from EOS and the importance of SOPs.Why Operations Matter for Scaling (00:04:37)Aaron discusses why operations are crucial for entrepreneurs aiming to scale from seven to eight figures.Visionaries vs. Operators: Identifying Strengths (00:05:02)Aaron explains the difference between visionary entrepreneurs and those skilled in operations.Common Pitfalls in Delegation & Team Structure (00:06:17)Challenges entrepreneurs face when delegating without clear processes or team roles.Intentionality & Backward Planning (00:07:06)The importance of planning from the end goal backward to reduce daily frustrations.Operations as a Business Pillar (00:07:33)Josh compares operations to a three-legged stool, emphasizing its equal importance with sales and vision.Implementing Operating Systems & Frameworks (00:08:02)Josh shares his experience implementing operating systems and frameworks like EOS and Scalable.Entrepreneurial Profiles & The Kolbe Assessment (00:08:56)Discussion about the Kolbe assessment and how most entrepreneurs are high quick starts, not high follow-through.Three Actionable Takeaways for Entrepreneurs (00:09:33)Josh summarizes three steps: set your goal, do a time study/gap analysis, and document SOPs for delegation.Aaron's Additional Advice: Start with the Highest Burn (00:11:15)Aaron advises tackling the most painful or draining tasks first to maximize relief and ROI.Ops Experts Club Gift & Resources (00:12:27)Aaron introduces the Ops Experts Club, offering free access and tools like the Gap Analyzer for listeners.Closing Remarks & Gratitude (00:14:31)Josh and Aaron wrap up, expressing appreciation and encouraging entrepreneurs to leverage operations for growth.Links and Mentions:Tools and WebsitesOps Experts Club on FacebookGap AnalyzerBooksTraction by Gino Wickman on AmazonAssessmentsKolbe AssessmentTranscript:Josh 00:00:00 Today I'm super excited to introduce you to Aaron Hovivian, the CEO and Project Lead at the Collaborative Team Management, or AKA the Collab Team. So welcome to the podcast, Aaron.Aaron 00:00:11 Hey Josh, thanks for having me man. So good to be here.Josh 00:00:13 Aaron, you've got a lot of experience. As we can see in operations, you've helped grow solopreneurs into multifaceted eight figure brands and helping scale people beyond that. Aaron, let's back things up and tell me, like, how did you even get started in operations? Why is that your specialty?Aaron 00:00:31 Yeah, I you know, so growing up, my dad was an entrepreneur. My dad was entrepreneurial, you know, and I saw him going out there starting his own business. For him, it was construction for him. He, you know, he had been working for some big guys doing construction in Southern California, you know, for his whole career. And at the age of 40, you know, he said, hey, I'm going to go out and do this on my own.Aaron 00:00:49 He was able to build this empire for himself. You know, of 85 people doing, you know, high rise construction ceilings in LA in Orange County. And I think inspired by his journey, I think is what inspired me. But I noticed me all growing up, you know, from my earliest jobs. I started working in skateboard snowboard shops as a kid, you know, but even there I did a lot of retail just starting out. A lot of kids do, you know. But I noticed about me is that I'm always pulling apart systems. Like, I'm always wondering, how could we tweak that? How could we make that better? Rolling into businesses that don't have training manuals and building train training manuals, you know, looking at their POS system to see how they're dealing with point of sale, like wondering how the customer journey is going to be and just compliment to you, Josh, even just the sequencing of your automations, of sending the invite to this just to be on this podcast, I was like, that guy gets it.Aaron 00:01:35 Like, let's make the customer journey easy. Like, let's take out of the way the encumbrances or the stumbling blocks. And so I think that's been my journey all the way through. right before I started the Colab team, I was doing project management for a large credit union here in our area in southern Oregon. And I was doing a lot with construction, project management, but also project management within the organization and helping with new platforms, coming online and managing teams and I had my first entrepreneur knock on my door and say, hey, he had been a friend of mine for a lot of years. His name is Keith Yaki. He's got a great brand out there. He did real estate for a lot of years, and now he's leaning into something he calls the married game. But Keith Yaki knocked on my door and he said, hey, what would you think about leaving the credit union and coming out and doing this thing with me? I need somebody that just gets operations. You know, they were doing a big bus tours, fix and flip education brand, and he was like, I, I've got all the knowledge, I've got all the education.Aaron 00:02:25 I've laid out the whole program. I know it's going to work, but I'm super nervous about the details. What would you think about taking a step with me in this? And so that became my first client for the Colab team, and I left something super stable and kind of like my dad, you know, this, this corporate gig that, you know, had been around for 50 years. They'll be around for 50 more. They loved me being there. I loved them as people. But I just saw that desire in my heart of, I want more than that. I want to be entrepreneurial. I want to get out there and get out onto my own brand, on my own two feet and take things to the next level. And so that's kind of what started me down the journey.Josh 00:02:54 I love that, I love that, you know, from an early age, you were always kind of like pulling things apart. Trying to figure ...
John sits down with Christian Rattin, CEO of Five Star Home Services, to unpack how he helped transform a single-family HVAC shop into a $40M+ multi-market powerhouse across Columbus, Dayton, and Cincinnati.From growing through chaos to professionalizing with purpose, Christian shares Five Star's evolution — blending faith, strategy, and servant leadership to build a home service company that gives back millions. They go deep on: the “profit on purpose” philosophy, scaling across markets without losing culture, leadership development for second-chance employees, and using systems like Scaling Up to sustain growth.If you're serious about building a multi-location business, leading through values, or turning revenue into real impact, this episode is a masterclass in intentional scaling.
What if the secret to franchise growth wasn't found in dashboards or marketing campaigns, but in relationships, accountability, and culture?Marianne Murphy has spent more than 25 years driving growth in franchising, from early days at Housemaster Home Inspection to leadership roles with Floor Coverings International, Any Lab Test Now, and more. A Certified Franchise Executive and EOS Integrator, she brings a unique perspective on how emerging brands can scale with clarity and culture at the center.In this conversation, Marianne shares the pivotal lessons she learned working alongside Ken Austin, the founder of the home inspection franchise industry, and how his mantra “If it's good for the franchisees, it's good for the business” still shapes her approach today. She explains why “semi-absentee ownership” is a dangerous myth, how accountability charts and EOS can transform leadership teams, and why culture and relationships must come before compliance.Whether you're an emerging brand trying to define your KPIs, a franchisor looking to strengthen franchisee trust, or a leader curious about EOS, this episode is packed with practical strategies and candid wisdom. Marianne's journey proves that sustainable growth comes from planting the right seeds, nurturing relationships, and building a culture that franchisees can believe in.Connect with MarianneWebsite: https://murphyconsulting.com/Linkedin: https://www.linkedin.com/in/mariannemurphy/Episode Highlights:Marianne's start in franchisingLessons from Ken Austin: “If it's good for the franchisees, it's good for the business”Why “semi-absentee ownership” is a dangerous mythThe role of KPIs and leading indicators in driving growth.How EOS brings clarity and accountability to leadership teams.The visionary-integrator dynamicWhy culture and trust matter more than compliance.The importance of mentorship, relationships, and community in franchising.Building trust, culture, and franchisee relationships over complianceHow mentorship, community, and committees strengthen systemsConnect with Tracy Personal LinkedIn: https://www.linkedin.com/in/tracy-panase/ JBF LinkedIn - https://www.linkedin.com/company/jbfsale JBF Franchise System - https://jbfsalefranchise.com/ Email: podcast@jbfsale.com Connect with Shannon Personal LinkedIn - https://www.linkedin.com/in/shannonwilburn/ JBF LinkedIn - https://www.linkedin.com/company/jbfsale Website - https://shineexecutivecoaching.com/ Email - shannon@shineexecutivecoaching.com
How purpose, structure, and cadence turn hustling founders into scaling leaders. (Recorded Live on Clubhouse August 15, 2025) Colin C. Campbell and Michele Van Tilborg sit down with EOS® Implementer César Quintero to unpack the shift from founder-doer to leader-builder. They cover the “jazz to marching band” analogy, EOS's six components, how to run a high-leverage planning day, and why coaching is a force multiplier for traction. Hosts: Colin C. Campbell, Michele Van Tilborg Guest: Cesar Quintero
The Next Level Revenue Formula with Kyle Mealy Business growth doesn't have to be complicated. In this episode of Profit Answer Man, I welcome back Kyle Mealy, Fractional Chief Revenue Officer and author of The Next Level Revenue Formula. Kyle has helped small businesses double their top line and, in many cases, 10x their profit by applying simple math to sales and marketing. We dive into the new world of GEO (Generative Engine Optimization), niching through the “Snow Globe Economy,” and the power of his Revenue Cascade framework. This isn't abstract theory—it's practical math that shows you where your leads are leaking, how to align your EOS scorecards, and how to make sure revenue actually turns into profit. Key Lessons from Kyle: GEO > SEO. SEO alone won't cut it anymore. Buyers are finding answers through AI-driven engines and social platforms. To win, you need to focus on thought leadership, trust, and influence where your niche actually lives. The Snow Globe Economy. Kyle calls today's business landscape a snow globe—self-contained worlds where ultra-niche companies thrive. The key is to niche by problem. Even if your product isn't narrow, you must get crystal clear on the specific problem you solve better than anyone else. The Revenue Cascade. Sales and marketing aren't separate—they're two sides of the same coin. Kyle's Revenue Cascade simplifies lead flow into measurable stages. By tracking conversion at each step, you quickly see where leaks are happening and where to focus your efforts. ROASS vs. ROAS. Traditional ROAS (Return on Ad Spend) ignores profitability. Kyle's upgrade—ROASS—puts revenue on top and marketing + sales below. If your operations eat up the rest, you could be running at break-even or worse. This simple math makes sure “growth” isn't draining your profit. Scorecards That Predict Cash. Many EOS scorecards track metrics that don't correlate to profit. Kyle emphasizes designing scorecards that align directly with your P&L and forecast cash flow 8 weeks out. Done right, your scorecard becomes an early-warning system for profit and growth. Key Takeaway: Profit doesn't come from more tactics—it comes from simple math. By mapping your buyer journey with the Revenue Cascade, calculating ROASS to protect margins, and aligning your scorecard to predict cash, you can stop guessing, plug leaks, and scale your business with clarity and confidence. About Kyle Mealy: Kyle Mealy is a small business Fractional Chief Revenue Officer. His clients have achieved an average of 35% year-over-year top-line growth, with many experiencing 10x profit improvements. Links: https://www.readyforthenextlevel.com/ ENRG - https://enrg.life/ Conclusion: As Kyle reminds us: “Measure first, strategy second.” Too many business owners chase tactics—Facebook ads, new sales hires, trade shows—without knowing the math behind them. When you build your Revenue Cascade, calculate ROASS, and align your scorecard with profit, you stop guessing and start scaling with clarity. Profit isn't magic—it's math. And when you know the math, you win the game of business. #ProfitFirst #CashFlowFix #RevenueCascade #ROASS #GEO #SmartScaling #BusinessProfit #OwnerPay #BusinessClarity #ProfitMindset Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
You'll learn why Kent chose individual investors over institutions, how he raised his first $1.5M for a 30-unit development, and the systems (EOS, vertical integration) that helped deliver consistent performance—averaging 19.7% annually across realized deals. We compare Institutional vs Individual Real Estate Investors on speed, control, red tape, and relationship capital, and dig into current market dynamics: 2024's supply bulge, concessions, and why disciplined builders could be positioned for a 2027 “2022-style” exit environment. We also cover buy-right criteria (jobs, income, net in-migration), operational updates every two weeks/quarterly, and practical first steps if you're moving from single-family into development. If you're weighing Institutional vs Individual Real Estate Investors, this conversation gives you a clear, operator-level playbook. Connect with Kent Roers: roerscompanies.comChapters:00:00 – Introduction00:42 – Institutional vs individual investors: real pros & cons02:46 – Starting in 2012: from SFR/lease-to-own to apartments06:29 – Laid off → first 30-unit development and raising capital10:49 – Assembling $1.5M equity & early investor objections18:16 – Deal flow today: referrals → Google Ads; average investor holds 8 projects24:14 – Where AI is actually helping (ops, accounting, leasing)29:44 – 2024 supply peak, concessions, and why Kent's still building45:30 – Gino wraps it up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)
In this episode of Investor Perspectives on Retail & the Consumer, Brett Striker, former founder of Maddy and Maize popcorn and professional EOS Implementer, joins Omni Talk to share the brutally honest truth about preparing your business for exit. From wearing every hat as a founder to successfully selling to a competitor, Brett breaks down how to transform chaos into clarity, why structure beats hustle, and how EOS (Entrepreneurial Operating System) turned his business from a 24/7 grind into an asset worth buying. If you've ever felt overwhelmed running your business or wondered what it actually takes to build something scalable, this episode is for you. Topics covered: The hidden structural issues that hold businesses back (not just people problems) How to build an accountability chart that actually works Why 136 issues at once means you need a system, not more hours The difference between building a business vs. operating one How EOS set Brett up for a successful exit
Mike Palmer welcomes back Friend of the Show, AJ Gutierrez, the pioneering co-founder of Saga Education, now CEO of Equal Opportunity Schools (EOS). AJ shares his transition from direct service to a focus on systemic change, detailing the crucial, often overlooked, mission of EOS: identifying and accelerating equitable opportunity for high-potential students. Historically, education equity conversations focus on raising students to grade level; EOS tackles the issue of "stranded brilliance" by finding students—disproportionately Black and Brown students experiencing poverty—who are ready for advanced coursework but are being overlooked. AJ cites compelling research from Mathematica demonstrating that students placed in AP classes through the EOS process perform just as well as control groups, confirming they were ready all along. The conversation pivots to the broader K-12 landscape, touching on threats to federal data infrastructure (e.g., IES, NSF funding) and the role of AI. AJ stresses that while technology is a powerful tool for decision support, summarization, and translation (like with IEPs), it's not a silver bullet. He outlines his vision for the "next derivative" of EOS—leveraging their extensive student and teacher survey data (300,000 students surveyed annually) to act as a crucial data backbone for districts. This involves connecting district leaders with high-leverage information to evaluate the return on investment across specific initiatives (e.g., STEM, absenteeism) and empowering families with simple, accessible data to shape their children's educational trajectories. Key Takeaways: Addressing "Stranded Brilliance": Equal Opportunity Schools (EOS) focuses on finding and placing high-potential students who are overlooked into advanced coursework, a crucial and effective pathway for systemic equity. Data Backbone for Districts: The next phase of EOS involves using its large survey dataset to serve as a central source of strategic data for district leaders, connecting initiatives, vendors, and outcomes. AI as Decision Support: Generative AI's greatest educational utility lies in summarizing complex data and translating information (like IEPs) for better family accessibility, not in replacing human decision-making. The Power of Policy & Practice: True systems change requires demonstrating successful practice (like high-impact tutoring) to inspire policy shifts and empower districts to sustain effective models locally. Why You Should Listen: If you are concerned about educational equity, the integrity of educational data, or how district leaders can make smarter investment decisions with limited resources, this episode is a must-listen. AJ offers an optimistic and evidence-based perspective on how to leverage data to shake up the status quo, ensuring that every student who is ready for advanced opportunity gets the chance to pursue it. Subscribe to Trending in Ed wherever you get your podcasts so you never miss a conversation like this one!
This week in games: Ilke's open letter to the EU stirs the industry pot, AppLovin faces an SEC probe, and Epic drops its new Web Shops like it's 2012 all over again. Ubisoft's management drama continues, Istanbul's gaming boom is no joke, and we wrap with a spicy take on the new wave of AI business slop.00:00 Welcome01:00 Intro & Shills07:58 Ilke's Open Letter on EU Regulations21:38 AppLovin Under Fire: SEC Probe and Stock Volatility29:19 Epic Games' Web Shops Launch36:50 Ubisoft's Management and Future41:47 Istanbul's Gaming Industry Boom51:32 AI Business Slop01:01:00 EOS
Episode Overview In this powerhouse episode that is originally streamed 7 months ago, John Kitchens, Jay Kinder, and Al Stasek dive deep into the future of real estate leadership, the evolution of brokerage models, and what the next 18 months will look like for the industry. From Keller Williams' latest strategic moves to the unstoppable rise of EXP Realty, the crew unpacks the business lessons, market realities, and leadership frameworks that define success in a rapidly changing market. This conversation isn't just about brokerage wars—it's about building a moat around your business, leading through uncertainty, and embracing innovation, data, and AI to stay relevant in the new era of real estate. What You'll Learn in This Episode The Future of Real Estate Leadership Why your moat—the defensibility of your business model—will determine survival in the next 18 months. How to think like a wartime CEO and lead through disruption. Why leadership loyalty, core values, and promoting from within build unbeatable organizations. Lessons from the Legacy Brands What Keller Williams' latest moves reveal about the state of traditional brokerages. Why culture kept KW alive—and why innovation is now leaving it behind. The pitfalls of the franchise model vs. the agility of cloud-based companies. The Rise of EXP Realty Why EXP's operational efficiency and same-day pay systems are redefining brokerage excellence. How EXP's value stack—EOS leadership training, luxury branding, and legal support—creates a true “business in a box” for agents. The next strategic move EXP is making (hint: it's about to cripple the competition). AI, Data, and the Consumer Shift The race between brokerages to own data + AI—and why that's where the real power lies. How AI will reshape not just agent operations but also the consumer buying and selling journey. Why the agents who learn to leverage AI now will dominate the next decade. Scaling, Systems, and the Right People How fast growth exposes weak talent—and why “ones and threes” matter for scaling. Why every CEO must master the cycle of clarity, constraint, and culture. What EXP's leadership lessons from Glen Sanford and Leo Pareja teach about visionary vs. wartime leadership. Resources & Mentions JohnKitchens.coach – Executive coaching for agents ready to lead like CEOs. HoneyBadgerNation.com – Community, training, and resources for top-performing agents. Working Genius by Patrick Lencioni The Ultimate Question 2.0 by Fred Reichheld The Theory of Constraints by Eliyahu Goldratt The Culture Code by Daniel Coyle Final Takeaway The next era of real estate belongs to leaders—not just agents. Those who master adaptability, embrace AI, and lead with clarity and conviction will outlast every market shift. “The companies that win are the ones that keep adding value faster than anyone else.” - Jay Kinder Connect with Us: Instagram: LinkedIn: Facebook: If you enjoyed this episode, be sure to subscribe and leave a review. Stay tuned for more insights and strategies from the top minds. See you next time!
On this episode of How We Got There, I am joined by Alex MacKay, Executive Chairman & Co-Founder of Tequity Advisors. He shares his start in CRM when running Siebel Canada and found his way into sell-side advisory for M&A at Tequity, with deep experience in the Salesforce ecosystem with 28 companies and counting.*If you are at Dreamforce next week, make sure to reach out to Alex or Mahnoor Naeem if you will be there too*They take a long-term view of the relationship, oftentimes getting to know a company over a period of 2-3 years to help them get ready to sell. They help demystify the journey, even serving as an informal board member in many cases.We talk a bit about lessons learned and Alex shares his advice at various stages of an ISV's journey from first customers, to a couple million in ARR, to scale. He talks about the importance for entrepreneurs to roll out a management operating system, like EOS, to help set the business up for growth. Alex shares his advice for early-stage ISVs around speaking with customers in their language, not about your product!This episode is brought to you by Tequity Advisors . Tequity Advisors is a global sell-side M&A advisory firm with core expertise in SaaS and ISVs, Salesforce, ServiceNow, SAP, Microsoft, all things Data and AI, and the hyper scaler MSP cloud ecosystems with a focus on the Salesforce ecosystem and beyond!
Mike Walrod explains how a fractional integrator implements EOS to free visionary CEOs, build trust, and turn ideas into execution. He covers the integrator role, running effective Level 10 meetings (IDS), the power of clarity breaks, and how disciplined systems create speed and alignment. Practical takeaways include using weekly L10s to solve root problems, scheduling regular clarity breaks, and bringing in an integrator (fractional or full-time) to remove bottlenecks and scale the business.
If you've ever wanted to work with me, help people live freer, more empowered lives, and be part of a team that actually changes the world, this is your chance. We're hiring for two key roles: a CEO/EOS integrator and a Program Manager.If you're resourceful, a self-starter, and obsessed with creating impact, head to unfuckyourbrain.com/hiring to see the details and apply. This could be your next big move!
AmiSights: Financing the Future For Small Business Owners and Entrepreneurs
In this week's edition of the AmiSights Podcast, we speak with Certified Entrepreneurial Operating System (EOS) Implementer Amy Holtz, who specializes in helping entrepreneurs and non-profit leaders build their businesses and achieve their goals. She explains how EOS changed her own life."Running a business is a lot of fun until it's not. Often, your business starts to run you instead of you running your business. It's crucial to find a balance and ensure you're steering the ship, not just reacting to the waves."The main topics in today's episode include why, even though EOS Implementers can work with clients virtually, in-person sessions are often more effective for team building and accountability; why Rule No. 1 for any business is maintaining steady cash flow and how that impacts growth and stability; and why, when choosing a coach or EOS Implementer, it's important to speak with several options instead of settling on the first one you meet.Connect with Amy: https://www.linkedin.com/in/amykholtz/Recorded on 8/29/25
Leadership bottlenecks can silently strangle even the most promising companies. When decisions, initiatives, and progress all funnel through one person—typically the founder or CEO—growth becomes impossible. Charlie Rhea knows this pattern all too well.As an implementer of the Entrepreneurial Operating System (EOS), Charlie has witnessed the remarkable transformation that occurs when leadership teams embrace a different way of operating. The framework he teaches provides three critical benefits that most organizations desperately need: crystal-clear vision, disciplined execution (what EOS calls "traction"), and team health built on vulnerability-based trust.What makes EOS particularly effective is its practical simplicity. Rather than offering vague leadership principles, it delivers concrete tools like the Accountability Chart—an organizational structure that flips conventional thinking by designing around functions first, then placing people second. This approach systematically eliminates bottlenecks by distributing accountability throughout the leadership team.The most surprising element Charlie emphasizes is the often-overlooked importance of team health. Drawing from Patrick Lencioni's work, EOS focuses on creating vulnerability-based trust—the willingness to have difficult conversations for the greater good of the company. As Charlie notes, "Culture eats strategy for breakfast," and no amount of brilliant planning can overcome a dysfunctional leadership team."The Five Dysfunctions of a Team" - Patrick Lencioni"Traction" - Gino WickmanThis episode is sponsored by Benepower, the platform of choice for a modern benefits experience. Benepower is an AI-powered benefits platform offering access to top products and services, enabling consultants and employers to create customized plans, optimize usage, and measure effectiveness. www.benepower.com
Sailing Odyssey ambience. I've been thinking of sailing lately, no reason — maybe I'm just missing the Vineyard (check out our MVY Harbor and Steamship ambience from this summer) or maybe it's still on my mind from this week. The Mediterranean was mentioned in my Night of the Living Dead episode from last week as well — a movie that was pushed in front of us on an AV Cart... we weren't going to be finishing up with Polyphemus and heading back to sea with Odysseus. We were going to watch rural Pennsylvanians battle the undead.We're not doing either today—we're justing going to sail without fear of interdiction from the sirens, the Laestrygonians, the lotus-eaters or worse. Let's find Eos.
Forrest Derr is a Fractional COO, EOS® Integrator, and founder of Derr Consulting. Specializing in helping business leaders bring structure to chaos, Forrest partners with organizations to align strategy with execution, drive accountability, and scale efficiently, all while preserving company culture.A former full-time Integrator for companies running EOS, Forrest now works across industries as a trusted operator, advisor, and community builder. He's known for his "net weaving" philosophy, a high-impact approach to sales and growth through authentic relationship-building and value-first connections.SHOW SUMMARYIn this episode of Selling from the Heart, Larry Levine and Darrell Amy sit down with Forrest Derr, a Fractional COO and EOS Integrator, to explore the concept of net weaving, a powerful, service-driven alternative to traditional networking.Instead of collecting business cards, Forrest builds genuine connections by helping others succeed first. He shares how consistent, intentional introductions can turn into real relationships, collaborative communities, and a full sales pipeline.Whether you're a sales professional, executive, or entrepreneur, this episode will show you how serving others without expectation can unlock exponential business growth. KEY TAKEAWAYSNet weaving > networking — it's about connecting people selflessly, not extracting value.Long-term play — relationships take time, but deliver consistent, compounding rewards.Build small groups — foster trust and collaboration by creating purpose-driven communities.Your network is your asset — when people work with you, they also gain access to your connections.Pipeline through generosity — helping others fills your funnel more effectively than pitching.Give freely — offer ideas, referrals, and introductions without keeping score.HIGHLIGHT QUOTESIt's not about making the sale—it's about making the connection.Net weaving is trying to meet people to figure out who you can introduce.When you get me, you don't just get me—you get my entire network.The pipeline will come because your people are going to refer business to each other.
Struggling with team alignment, scattered priorities, or communication breakdowns? This Expert Inside Interview episode with leadership specialist Will Watrous delivers the proven solutions you need to overcome these common challenges and build a thriving organization. Host John Golden guides this insightful conversation with Will Watrous, an experienced EOS implementer who specializes in helping leadership teams eliminate misalignment and accelerate growth. Drawing from years of hands-on experience, Watrous reveals the fundamental principles that turn good managers into exceptional leaders.
Send us a textWhat does it take to scale an MSP to $250M in revenue while still keeping people, balance, and legacy at the core? In this episode, Joey Pinz sits down with Russ Reeder, CEO of XTM, to talk about his journey from Oracle programmer to leading global MSPs through 19 acquisitions, AI adoption, and Gartner recognition.Russ shares:✅ Why MSPs must focus on people first—happy employees = happy customers✅ The power of staying disciplined, avoiding triggers, and building routines✅ How to grow smartly by focusing on verticals, not trying to be all things to all people✅ Why peer groups, EOS, and coaches are essential for leadership success✅ His vision of legacy—not just revenue, but leaving people better than you found themFrom GoDaddy IPO prep to leading Netrix Global and OVH Cloud, Russ has seen every stage of scaling technology companies. Now, he's helping MSPs navigate acquisitions, cybersecurity challenges, and the explosive potential of AI—while still waking up at 5 AM to ride his bike.If you want to learn how to grow an MSP without losing your soul, this episode is packed with insights.
On this episode of Voices of Self Funding, Jeff Walter and Jim Farley discuss their strategic merger, titled "Merging for Independence". They reveal how independent TPAs like JP Farley and PBA are uniting to drive innovation and enhance customer experience, avoiding absorption by larger firms. Discover how this merger focuses on enhanced service with PBA's EOS system and in-house IT, improving operational efficiency, data management, and enabling quick, independent service delivery for customers. The discussion also highlights their future focus on Direct Primary Care (DPC) and the use of nurse navigators to optimize member experience and efficiency. It's a compelling conversation for understanding how TPAs are evolving to offer superior, independent solutions and seamless third-party integration. This episode was sponsored by WLT Software. For more information, visit HCAA.org. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/
Welcome back to the Top Contractor School Podcast, where contractors come to lead stronger, scale faster, and build businesses that last. In this episode, Eric Guy sits down with Brian Hess, founder of Top Contractor School and The Pavement Group, to talk about what it takes to thrive in uncertain times. From starting The Pavement Group in 2018 to building a 3,300+ member 1 Team Network, Brian shares the vision behind TCS, the challenges contractors face right now, and the systems, mindset, and community that help leaders win no matter the market.
Topics: (00:00:00) - Intro (00:03:07) - Cal's military background (00:13:59) - Transitioning into a family business (00:19:35) - Implementing EOS (00:25:08) - The journey to compassionate leadership (00:36:16) - Prioritizing self-care and meditation (00:37:19) - Journaling techniques and prompts (00:39:02) - Mental health stigma and therapy (00:40:16) - Daily intentions and successes (00:42:28) - Leadership (00:47:28) - Coaching and team building (00:58:45) - Writing a book (01:03:10) - Resources Links: Scribe — https://scribemedia.com Entrepreneurial Compassion: An Entrepreneur's Journey Through Combat, Suicide, and the Discovery of Compassionate Leadership - https://amzn.to/4nqH6AK To support the costs of producing this podcast: >> Buy a copy of the Navalmanack: www.navalmanack.com/ >> Buy a copy of The Anthology of Balaji: https://balajianthology.com/ >> Sign up for my online course and community about building your Personal Leverage: https://www.ejorgenson.com/leverage >> Invest in early-stage companies alongside Eric and his partners at Rolling Fun: https://angel.co/v/back/rolling-fun >> Join the free weekly email list at ejorgenson.com/newsletter >> Text the podcast to a friend >> Or at least give the podcast a positive review to help us reach new listeners! We discuss: How military battle drills shaped Cal's approach to business leadership How EOS changed about his company and personal life Why compassion is both a moral imperative and a business advantage Tactical ways Cal builds emotional awareness into his leadership habits How journaling, meditation, and presence help fuel resilience and clarity Quotes from Cal: "The more compassion I showed my team, the more profit we made. It's not soft—it's smart." "They'll never care how much you know until they know how much you care." "Every really good unit has this thing called a tactical SOP—just like your business has processes." "EOS gave me the ability to step back, let the team lead, and focus on building the future." "I went from working 90 hours a week in the business to now doing one meeting a week." "The business stops running you, and you start running it." "When we can be driven and compassionate, the sky's the limit." "As entrepreneurs, we're good at putting out fires—and if there isn't one, we'll start one just to feel busy." "My brother's death has to mean something—this book is how I make sure something good comes from it." "I want to create a million compassionate leaders and prevent a hundred thousand suicides." "This isn't about monetizing trauma—every cent from the book goes to suicide prevention." Important Quotes from the podcast on Business and Entrepreneurship There is no skill called “business.” Avoid business magazines and business classes. - Naval Ravikant You have to work up to the point where you can own equity in a business. You could own equity as a small shareholder where you bought stock. You could also own it as an owner where you started the company. Ownership is really important. Everybody who really makes money at some point owns a piece of a product, a business, or some IP. That can be through stock options if you work at a tech company. That's a fine way to start.
Drawing on decades of experience with world-class teams, Steve guides clients to achieve clarity, focus, and results through the Entrepreneurial Operating System (EOS) and Positive Intelligence (PQ). His mission is to help leaders get unstuck, fuel growth, and build cohesive, healthy teams that achieve extraordinary success.Steve's 31-acre Colorado farm provides a sacred space for clients to reconnect, recharge, and grow. As a navigator for his clients, Steve charts clear paths through uncharted waters, offering steady guidance, transformative tools, and unwavering support to help leaders elevate their game and achieve their greatest potential. You can learn more about Steven on his EOS work on his EOS website: https://www.eosworldwide.com/stephen-morris. You can also learn about Steven's executive coaching on his other website: https://stevemorriscoaching.com/. Be sure to sign up for his newsletter. ******************************************** Hey, Commercial Contractors: Want to learn how to take back financial control of your business and get off the cash flow rollercoaster? Then join my Business Success Mastermind group. A new cohort is starting soon. Now accepting applications: https://ib4e-coaching.com/mastermind ******************************************** Please support this podcast: https://ib4e-coaching.com/podinfo #leadership #leadershipcoaching #business #success #stevenmorris #eos #pq #alignment #discipline #ib4ecoaching ******************************************** If you like this podcast, consider supporting the effort. Every little bit helps. Thanks.
Mark Ainley shares his journey from BRRRRs to running GC Realty, scaling property management in Chicago, and lessons from 20+ years in real estate.In this episode of RealDealChat, Jack sits down with Mark Ainley, co-founder of GC Realty & Development, co-host of Straight Up Chicago Investor Podcast, and long-time property manager and investor.Mark shares how he transitioned from house hacking and BRRRR deals to running one of Chicago's largest property management firms. He explains why property management is often overlooked, how to avoid common investor mistakes, and why focus and systems (like EOS) have been crucial for scaling.Here's what you'll learn in this conversation:How a condo house hack sparked Mark's real estate careerThe story of founding GC Realty & continuing after tragedyLessons from doing 482 BRRRR deals between 2008–2010Why focus beats chasing shiny objects in real estateCritical mistakes: not hiring fast enough, skipping processesThe role of property management in investor successWhy alignment between landlords & managers mattersChicago-specific challenges: red tape, property taxes, regulationsWhy C/D class investing creates 9x more “touches” than A/B classThe growth of Straight Up Chicago Investor Podcast & power of community
Building HVAC Science - Building Performance, Science, Health & Comfort
Some quotes: “When we treat the house as the biggest duct, comfort and performance finally line up.” “Field data becomes financial data the moment a homeowner decides—so it has to be right.” “If you can't measure it, you can't improve it.” — often attributed to Lord Kelvin Fresh back from the early-September NCI Summit in Austin, Bill and Eric recap three big themes: whole-home thinking, data you can trust, and tools that make better work faster. The “high-performance HVAC” mindset came through in a lively contractor panel moderated by Ben Lipscomb, where folks like Mitch Bailey, Dustin Cole, Ty Branaman, Jeremy Begley, MIcahel Cianfrocco, and others talked about uniting HVAC and building science to solve real problems, improve installs, and reduce callbacks. NCI's training depth—airflow, combustion, diagnostics—was front and center, and the format (several sessions presented twice) helped attendees catch more of what mattered. Eric highlighted his session on using recorded field data for smarter troubleshooting and clearer homeowner communication, calling out platforms like MeasureQuick to aggregate, analyze, and report. On the show floor, you two dug into standout tools: the Shaeco fin-restoration attachment for oscillating tools (a genuine hail-damage time saver), the EEV-Mate for driving unipolar electronic expansion valves (with a demo Ty Branaman filmed), and Testo's 860i wireless thermal imager that streams to a phone or tablet—great for homeowner show-and-tell. Startups NOSO Labs (AI for windshield-time prep and voice-note capture) and Thalo Labs (multi-point system sensors) hinted at where the trade is headed. With ~210 attendees and ~20 exhibitors—Fieldpiece, TEC, Daikin, Energy Circle, TSI, Sauermann, and more—the vibe was busy, practical, and optimistic. They also shouted out the Canadian contingent (including Anthony Woo, Contractor of the Year-Small) and noted EOS adoption gains. Bill also notes that BetterHVAC.org sign-ups ticked up to ~250 contractors, and he previewed a heavy fall travel calendar (Nexstar Super Meeting, Women in HVACR, BPA New England, Heat Pump Summit, ASHRAE Buildings XVI, etc.). NCI's next Summit is slated for September 2026 the Great Smoky Mountains—contractors should keep an eye out. LINKS: Bill: https://www.linkedin.com/in/billspohn/ Eric: https://www.linkedin.com/in/eric-kaiser-323a1563/ NCI site: https://www.nationalcomfortinstitute.com/ NCI Homeowner site: https://www.myhomecomfort.org/ NCI Summit Site: https://www.gotosummit.com/ The GRIT Foundation: https://www.thegritfoundation.com/ The Joe Groh Foundation: https://www.josephgrohfoundation.org/ Shaeco Coil Straightener: https://trutechtools.com/condenser-coil-connection/ EEV Mate: https://trutechtools.com/eevmate Testo 860i: https://trutechtools.com/testo-860i-wireless-thermal-imaging-camera/ BetterHVAC: www.BetterHVAC.org This episode was recorded in September 2025.
This episode explores how proven frameworks like EOS and the latest in AI can help leaders tackle their biggest headaches: scattered teams, accountability gaps, and resistance to change. Former military leader and business expert Chris Halberg shares battle-tested advice, common mistakes to avoid, and how to build durable, people-centered companies in a world of constant disruption. To Learn more about Chris, go to: https://goexpand.com/ or https://www.bizsgt.com/Connect with Diane at https://zenchange.com/ or on LinkedIn If you found this helpful, please share it with your friends. Don't forget to subscribe to my channel for more informative content on marketing and leadership.
Former EOS implementer, author, and manufacturing CEO Michael Erath joins me to explore what happens when business frameworks turn from liberators into cages—and how elite organizations escape the trap.Rigid systems like EOS can bring chaos under control, but stop short of greatness. Michael and I dig into why prescriptive “20 tools forever” models break down at scale, how to design for outcomes instead of checklists, and why A-player imposters cost more than missed A-players. We unpack the dangers of short-term cost cutting (Intel, GE), the overlooked genius of Eli Goldratt's Theory of Constraints, and why profit-per-X clarity beats generic “best practices.”The theme running through it: systems should serve people and outcomes, not the other way around. Elite organizations don't settle for “not that bad”—they build adaptive frameworks, measure the right constraint, and pursue excellence with discipline.TL;DR* Systems ≠ salvation: EOS and similar tools help kill chaos but cap out at mediocrity.* Mechanical vs. organic: Treat processes like machines when possible, but don't ignore the living, adaptive side of organizations.The A-player trap: The costliest errors are (1) losing true A-players, and (2) mistaking B-players for A-players.* Constraint clarity: TOC says find the one constraint—fixing it yields immediate profit, unlike slow checklist efficiency.* Profit per X: Identify the metric tied to your real constraint (throughput, calendar days, etc.) and align decisions around it.* Outcomes over inputs: Define every role by its most critical outcome, not by tasks or titles.Memorable lines* “Most systems are built for chaos-to-decent. Elite requires more.”* “Don't pay A-player salaries for B-player conformity.”* “World-class accounts payable never made anyone strategic.”* “Profit per X isn't a spreadsheet trick—it's a spotlight on your real constraint.”GuestMichael Erath — Former manufacturing CEO, EOS implementer turned founder of his own operating framework, and author of Five Obsessions of Elite Organizations.https://www.linkedin.com/in/michaelerath1/http://www.fiveobsessions.comWhy This MattersBusinesses chasing short-term fixes or worshipping rigid frameworks stay stuck at “good enough.” The path to excellence is clarity: knowing your real constraint, aligning outcomes at every level, and designing systems that bend with your people instead of breaking them. If you want organizations that outlast hype cycles and downturns, trade dogma for discipline.Call to ActionIf this conversation lit something up for you, don't just let it fade. Come join me inside the Second Life Leader community on Skool. That's where I share the frameworks, field reports, and real stories of reinvention that don't make it into the podcast. You'll connect with other professionals who are actively rebuilding and leading with clarity. The link is in the show notes—step inside and start building your Second Life today.https://secondlifeleader.com This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.dougutberg.com
Send us a textWelcome back to the Laundromat Resource Podcast! In this episode, host Jordan Berry is joined by entrepreneur and philanthropist Amanda Barkey for a deep dive into something every laundromat owner—big or small—needs to hear: how to break through business plateaus by implementing proven systems. Amanda, an expert EOS Implementer, shares how the Entrepreneurial Operating System (EOS) and the book "Traction" completely transformed her own family business—taking them from serving just 63 kids to over 10,000 families a year—and allowed her to step back from day-to-day operations. You'll hear about her personal journey from humble beginnings in Canada to entrepreneurial success in Orange County and Hawaii, the powerful tools EOS provides for building a clear business vision and accountability, and why finding the right people for the right seats is crucial at every stage, whether you have one laundromat or a thriving portfolio. Plus, get a sneak peek at the upcoming Laundromat Accelerator event in Hawaii, where Amanda will be presenting even more actionable insights.Grab your notebook—this episode is packed with game-changing advice to help you professionalize your laundromat business, level up your leadership, and ultimately live the life and enjoy the freedom you got into business for. Let's get started!About Amanda:Meet Amanda Barkey, a successful entrepreneur and philanthropist with over 15 years of leadership and coaching experience. As a small business owner, Amanda has grown a thriving Soccer Shots business and a flourishing non-profit, all while managing a busy household with 5 children.Like many entrepreneurs, Amanda learned and evolved from her mistakes until she discovered EOS through reading Traction in 2014. Implementing EOS was a game-changer, leading Amanda to transform her Soccer Shots Orange County franchise into one of the highest-grossing businesses nationwide. Her team has made a profound impact on thousands of families globally through her business and nonprofit efforts.Amanda is a dedicated Certified EOS Implementer passionate about helping entrepreneurs get a grip on their businesses, achieve growth efficiently and live their EOS life.
What does it really mean to run a values-aligned practice? As a group practice owner, I've learned how powerful it is to build a culture that actually reflects our values. In this episode, I sit down with my friend Tara Vossenkemper to answer the question “what is EOS?” and explore how it helps us create a true values-driven meaning in our practices. Tara and I talk about her journey with EOS core values, why it's so important to stay values-aligned, and how leaders like us can be intentional in demonstrating values in the workplace. We share real stories, mistakes, and lessons from our own practices so you can see what this looks like in action. Here's what you'll hear in our conversation: How EOS core values provide structure for a sustainable values-driven meaning in group practice Why so many owners struggle to define their values — and how EOS makes it easier Practical ways of demonstrating values in the workplace that actually change culture Hiring strategies to build a team that's truly values-aligned How doubling down on EOS core values shapes culture, leadership, and long-term success If you've been asking yourself “what is EOS?” or struggling with how to live out your values-driven meaning, this episode will help you lead with clarity, confidence, and alignment. LINKS: Need extra support? Join The Exchange, a membership community just for group practice owners. The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz The Accountability Equation Book Group Practice Forecasting Support GPT CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: Website Facebook Instagram LinkedIn CONNECT WITH TARA VOSSENKEMPER: Website Culture Focused Practice Podcast SPONSORS: TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!
Grant and Erin Stahler are the inspiring husband-and-wife co-founders of Stahler Services, a premium restroom and shower trailer rental company. Starting with a single trailer after college, they have disrupted a traditional industry by providing hospitality-level service and a product often described as a "hotel bathroom on wheels." Guided by their values and a passion for entrepreneurship, they've grown their family-run business across multiple states. The Stahlers are also the creators of Stahler Leads, an innovative online marketplace designed to help other vendors in the sanitation space grow their businesses by connecting them with qualified customers.SHOW SUMMARYIn this episode, host Jonathan Goldhill chats with Grant and Erin Stahler about their incredible journey of transforming the portable sanitation industry. Grant shares the origin story of starting the business right out of college and how he and Erin joined forces to scale it with a commitment to quality and service. We explore how they innovated a commodity product into a premium experience, the systems they've used to scale effectively, and the genesis of their second company, Stahler Leads. Grant and Erin also offer an open and honest look at the dynamics of running a business as a married couple and how their faith serves as the foundational core for their leadership, culture, and life balance.KEY TAKEAWAYSInnovating a Commodity: The Stahlers elevated the standard porta-potty into a premium experience with amenities like flushing toilets, running hot water, A/C, heating, and Bluetooth sound systems, effectively creating a new market category.Values-Driven Leadership: Their faith is the "core of everything." They strive to run their business "like Jesus would," which informs everything from their company culture and customer service to maintaining perspective and life balance.The Dynamics of a Couple in Business: Erin shares that success as a married couple in business requires acknowledging the ups and downs, communicating openly, and finding a flexible balance that works for them, rather than enforcing rigid rules.From Internal Problem to New Venture: After spending over a million dollars on Google Ads and finding most leads were outside their service area, they created Stahler Leads—a marketplace to sell those leads to other vendors, turning a marketing challenge into a new revenue stream.Building to Sell, But Inspired to Hold: While they use the "build to sell" framework to ensure the business is systemized and valuable, their true inspiration comes from legacy companies like Chick-fil-A, focusing on long-term growth and value creation over decades.Scaling with Intention: The Stahlers have intentionally scaled using systems like the Entrepreneurial Operating System (EOS), software like HubSpot and Smartsheets, and a commitment to embedding their core values across all locations to maintain quality and culture.QUOTES"We really want to be that rising tide that lifts all ships within our industry.""We want to do this business like Jesus would. So we want to own it like Jesus would and just manage like Jesus would.""Anything that you do, there's going to be some low moments and some hard things that you're gonna have to talk through, whether that's like purely a coworker or a coworker who happens to be your spouse.""If we're gonna have a business, we wanna do it right and we wanna keep building it.""Such a basic thing. But also it, it's so different than the standard plastic porta-potty."Connect and learn more about Grant & Erin Stahler:Grant Stahler's LinkedIn: https://www.linkedin.com/in/grant-stahla/ Erin Stahler's LinkedIn: https://www.linkedin.com/in/erinstahla/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Cousins Síle (Sheila) and Teamhair (Tara) discuss chapters 14 through 28 of the Empire of Storms (EOS) by Sarah J. Maas, book 6 in the Throne of Glass (TOG) series. Are you happy you read Assassin's Blade first now? We told you. Also, what does otherworldly sound like to you? Send voice memos and emails to sandtfaemail@gmail.com by October 26th to be included in the EOS wrap! Season 1: A Court of Thorns and Roses (ACOTAR) series Season 2: Throne of Glass (TOG) series
Jamie Munoz, founder of Catalyst Integrators, shares how the Entrepreneurial Operating System (EOS) helped her scale a printing business from $2 million to $15 million in revenue and how it can work for video business owners of any size. She breaks down why so many entrepreneurs get trapped in the operator seat doing work that drains their soul, and provides a clear roadmap for getting out of operations and into the visionary role. Jamie also shares practical advice on hiring virtual assistants and the mindset shifts needed to stop being the bottleneck in your own business. Key Takeaways Core values are your hiring and firing framework - When employees don't align with your company's core values (like being "hungry"), you have a clear framework for making personnel decisions rather than relying on gut feelings The accountability chart shows your scaling path - Instead of traditional org charts, EOS uses accountability charts that show people in multiple seats, making it clear where to hire next as the business grows Start with 20% time savings - Hire help for just 20% of your weekly tasks (about 8 hours) to free up a full day for revenue-generating activities that can pay for the help and then some Perfect is the enemy of profitable - Learning to let go of "10 out of 10" creative standards and accepting that "7 or 8 out of 10" often exceeds client expectations while maintaining profitability About Jamie Munoz Jamie Munoz is a rescue dog mom, who lives in Cave Creek, Arizona. She is the founder of Catalyst Integrators™ a fractional COO firm, winners of the SBA 2022, 2023 and 2024 Best Business Coaches award and ranked #640 on the 2024 INC5000 awards. They provide fractional COO Leadership for companies running on the Entrepreneurial Operating System (EOS®) from the book ‘Traction' by Gino Wickman. By teaming up with the CEO and the Leadership team, Jamie and her team of COO's help crystallize and execute on the vision for the companies they serve. In This Episode [00:00] Welcome to the show! [05:03] Meet Jamie Munoz [06:02] Entrepreneurial Operating System [14:23] Vision Traction Organizer [25:18] When Can You Use EOS? [33:24] Getting Your Time Back [40:39] Who Not How [45:24] Connect with Jamie [46:52] Outro Quotes "Your people are free to be excellent elsewhere." - Jamie Munoz "No one will care about your business as much as you do. And no one will do things as good as you, right? Or as right as you would, or the same way you would." - Jamie Munoz "Being wanted, not needed is a nice seat to be in on the chart." - Jamie Munoz "Protecting your time as an entrepreneur is the number one thing." - Jamie Munoz "We are people who entrepreneurs want to figure it out themselves... But like over time, that only works so much." - Jamie Munoz Guest Links Find Jamie Munoz online Connect with Catalyst Integrators on LinkedIn Links FREE Workshop Available "How to Consistently Earn Over $100k Per Year in Video Production While Working Less Than 40 Hours Per Week" Join the Grow Your Video Business Facebook Group Follow Ryan Koral on Instagram Follow Grow Your Video Business on Instagram Check out the full show notes
Are you ready to break free from the “average recruiter” grind and join the ranks of million-dollar billers? If you're a recruiter, search firm owner, or ambitious TA pro, this episode is your backstage pass to the playbook that's built one of Texas' highest-billing recruiting teams. Host Benjamin Mena welcomes back Jeremy Jenson (Encore Search Partners) to uncover the exact strategies that have multiplied fees, modernized recruiter development, and created a talent magnet operation.
Startup advisor Hunter Albright says the secret to early-stage growth is cutting through the complexity and finding where real momentum lives. On the latest episode of Practical Pivots, Albright, who's worked at the crossroads of technology, business strategy and human behavior, explains that while AI is just a tool, the explosion in data and compute power has changed the game for founders. He urges entrepreneurs to focus on building consistency and warns against chasing every new trend. Albright also highlights a surprising shift: “People are swinging away from digital products and services, and wanting to get back to things that are more analog and face to face.” For startups looking to scale, he recommends frameworks like EOS to bring “calm to the chaos” and help teams prioritize what matters most.About Hunterhttps://www.linkedin.com/in/hunteralbright/
This episode is brought to you by Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years*This episode is brought to you by Oberle Risk Strategies: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses * Today I'm joined by Sherman Black, a CEO coach who focuses primarily on leaders running small and mid-sized enterprises. In our discussion today we cover a wide range of topics, including some of the following: Misconceptions around what CEO coaches do (and don't do)When & how to hire a coachHow to think about cost and ROI in making that hiring decisionWhether a coach needs direct experience as a CEO themselvesWhether your coach should have a direct line of communication with your Board and/or senior leadership teamHow to quickly evaluate the health of the relationship between the CEO and her direct reportsHow coaches think about popular small business operating systems like EOS…and many others Please enjoy!
From testing markets with a simple Google ads landing page to scaling a multi-million dollar education business, John Rood has learned what it takes to build, exit, and start again. In this episode, John shares the lessons that shaped his journey: the importance of hiring specialists at the right time, why EOS was transformational for scaling, and how “feedback is a gift” became one of his guiding philosophies. We also get into life after exit, what it looks like to find meaning beyond money, and John's latest chapter as founder of Perceptual where he helps enterprises adopt AI safely and responsibly. Whether you are a founder, an executive, or someone simply curious about what is next in your career, this conversation is packed with practical insights and real-world stories you can act on tomorrow. Inside the episode How John tested new markets with Google ads before making big bets Lessons in hiring: specialists vs. generalists, and convincing talent to join a smaller business Implementing EOS and why “following the recipe” matters Research and discovery, from validating product markets to interviewing 70 founders Why “feedback is a gift” and how to give it effectively The role of peer groups like EO and YPO in accelerating growth Finding purpose and passion after an exit, the “pocket knife” principle Guardrails for AI, how enterprises can adopt AI without being paralyzed by fear Mentioned in this episode EOS / Traction - https://www.eosworldwide.com/?podconvergence Beyond the Exit by John Rood - https://www.amazon.com/Beyond-Exit-Successful-Entrepreneurs-Their/dp/B0DRCWS3P6/?podconvergence Entrepreneurs' Organization (EO) - https://eonetwork.org/?podconvergence YPO - http://ypo.org/?podconvergence Perceptual - https://proceptual.com/about/?podconvergence John's LinkedIn - https://www.linkedin.com/in/johnrood1?podconvergence Subscribe to the Convergence podcast wherever you get podcasts, including video episodes on YouTube. . Learn something? Give us a 5-star review and like the podcast on YouTube. It is how we grow.
00:00 Mr. Andy Burns03:40 Home Renter's Minute10:30 Windows 10 EoS & Migration18:09 Linux20:46 Managing Technology28:09 Rantasy Football30:05 Guillotine League
Most founders end up trapped in their own business. They're the bottleneck, still responsible for sales, still putting out fires, still working in the business instead of on it.In this episode of Founder Talk, I sit down with Keith Seebeck, founder of Eskaygee, to break down how entrepreneurs can create businesses that run without them. Keith shares his journey from EOS integrator to Pinnacle Guide, why most owners struggle to delegate, and how building the right leadership team is the only way to scale beyond survival.We dive into the hard truths about letting go, why loyalty to the wrong people can hold you back, and the tactical systems that actually turn chaos into control. Keith also unpacks the Pinnacle framework (People, Purpose, Playbooks, Performance, Profit) and why companies that don't master these five pillars rarely break past $5M in revenue.You'll learn:✅ Why most founders get stuck as the bottleneck in their business✅ How to build a leadership team that actually runs without you✅ The culture shifts that turn unproductive meetings into growth drivers✅ Why playbooks and processes are your insurance policy against chaos✅ How accountability transforms both leadership teams and company performanceIf you've been searching “how to scale my business without burning out,” “how to build a leadership team that runs without me,” or “Pinnacle vs. EOS for entrepreneurs,” this episode delivers the practical, no-fluff truth.Connect with KeithGuest LinkedIn URL: https://www.linkedin.com/in/keith-seebeck-168b3/Guest Website: https://www.eskaygee.com/If you are a B2B company that wants to build your own in-house content team instead of outsourcing your content to a marketing agency, we may be a fit for you! Everything you see in our podcast and content is a result of a scrappy, nimble, internal content team along with an AI-powered content systems and process. Check out pricing and services here: https://impaxs.comTimecodes00:00 Introduction to Business Coaching01:08 Understanding EOS and Pinnacle03:01 Challenges Faced by Business Owners06:11 Delegation and Team Building12:44 The Importance of Company Culture14:41 Transition from EOS to Pinnacle21:21 Building a Vision and Playbooks30:02 The Importance of Regularly Reviewing Playbooks30:37 Optimizing Processes with External Help31:08 The Challenge of Documenting Processes34:01 The Value of Effective Meetings35:17 Implementing Accountability in Leadership38:22 The Role of Rocks in Achieving Goals47:28 The Impact of AI on Consulting and Coaching53:21 Advice for Entrepreneurs and Business Owners58:00 Final Thoughts and Resources
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/...
Episode Summary Building and scaling a law firm isn't just about attracting clients and delivering legal work. It is also about having the right people in the right roles. In this episode, I talk about the EOS® principle of Right People, Right Seats and why it is such a powerful tool for law firm owners. I'll walk you through how to evaluate your team using three simple questions, the importance of clear reporting lines, and what happens when the firm owner is not in the right seat. If you have ever felt like your team structure is holding you back, this episode will help you see where the gaps are and how to fix them. What You'll Hear in This Episode What “Right People, Right Seats” means in a law firm The three questions to ask about every role: Get it, Want it, Capacity How accountability charts prevent bottlenecks Why values matter more than skills when choosing the right person When the owner is not the best person for a particular role How we use this exercise inside the Accelerator program My Key Takeaways for You You don't need to do everything at once. Growth is about doing the right things for the stage you're in. A $300k firm doesn't need executive dashboards, and a $3M firm shouldn't be operating off spreadsheets. When you know where you are on the roadmap, you can make decisions with confidence, reduce overwhelm, and build a firm that gives you freedom as well as profit. Resources and Links Scalable Law Accelerator Program – Work with me to map your accountability chart and create a team that supports growth Traction by Gino Wickman – the book that introduced the EOS® framework Ready to Restructure Your Firm? Inside Accelerator, I help law firm owners map out their teams so they can clearly see where the right people are in the right seats and where changes need to happen. This exercise alone can give you clarity and direction that takes away so much stress. If you are ready to step into a stronger leadership role and build a team structure that works, join Accelerator here. Share This Podcast If this episode was helpful, please share it with another law firm owner who would benefit from getting their people in the right seats. And make sure you follow the podcast on Apple Podcasts or Spotify so you never miss a new episode. Apple Podcasts: Listen on Apple Spotify: Listen on Spotify YouTube: Watch on YouTube
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.
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.
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.
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)
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.