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In this episode, I share personal reflections as I navigate selling our Connecticut home and how this experience paralleled with business advice I received from a visit to the headquarters of acquisition.com. I discuss the value of decluttering and aligning our possessions and business operations with our current phase of life. By stripping down to essentials, I've rediscovered joy and calm in my environment, inspiring me to apply the same principle to my business. Whether you're planning to sell your business or not, building it as if you will sell can reignite your passion and make it more enjoyable to manage. Drawing from my dad's wisdom about creating choices for the future, I emphasize the importance of setting up your business for adaptability and success. Tune in to learn how intentional budgeting, regular financial assessments, and a sellable mindset can set you up for a prosperous future. What You'll hear in this episode: [00:50] Personal Reflections and Moving [01:40] Lessons from Selling a House [03:40] Applying House Selling Lessons to Business [05:15] The Importance of Choices in Business [06:10] Personal Anecdotes and Career Advice [07:50] Building a Business with Future Choices in Mind If you like this episode, check out: If I Started Over, Here's What I Would Do First Mapping Your Own Journey to Financial Freedom with Justin Buonomo How Do You Build a Business with an Exit Strategy in Mind? Want to learn more so you can earn more? Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal expert with over 30 years of experience in healthcare transactions, to discuss the emerging relevance of ESOPs (Employee Stock Ownership Plans) for physician practices. Goettling shares his professional journey, from early M&A work to helping physician groups explore monetization options, including ESOPs as a potentially powerful but underutilized tool. Bob breaks down the core structure and history of ESOPs, describing them as trust-based leveraged buyouts that allow physicians and employees to own their practice while benefiting from significant tax advantages. He explains how the Bloom Organization itself became an ESOP nearly a decade ago, and how his team has since developed a tailored hybrid ESOP model for medical practices, especially as interest in private equity has cooled due to rising interest rates and negative post-deal experiences. While ESOPs offer clear advantages—like retaining control and optimizing tax outcomes—they also come with complexity. Goettling stresses the importance of choosing the right advisors and ensuring a strong internal management structure. Not every practice is a good fit; size, structure, and strategic alignment are critical factors. The episode offers high-level insight into how ESOPs work, who they benefit, and what red flags to watch for in considering this alternative to traditional M&A routes. KEY INSIGHTS ESOP stands for Employee Stock Ownership Plan and enables employees to become beneficial owners through a trust structure. Originally introduced in the 1950s, ESOPs gained traction in the 1970s due to government incentives. Goettling and his team at Bloom implemented an ESOP for their own firm nearly 10 years ago and now advise physician groups on doing the same. Tax benefits are significant: ESOP sellers can defer or eliminate capital gains, and the entity itself becomes tax-exempt. ESOPs allow physicians to monetize their practice without surrendering control, unlike private equity deals. The model is ideal for larger practices (15–20+ physicians) with existing governance (boards, CEOs, CFOs). Complexity is a key barrier—ESOPs involve oversight from both the IRS and Department of Labor. Hybrid ESOP models can account for partners, junior doctors, staff, and even future hires. Mistakes often stem from poor advisory choices; experience with ESOPs is essential to avoid pitfalls. ESOPs can be a game-changer for practices looking to stay independent while scaling strategically. Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!
In this episode of Gimme Some Truth, we dive deep into alternative investments—exploring everything from private equity and private debt to real estate, commodities, crypto, and hedge funds. Nate Condon and Clint Walkner from Walkner Condon Financial Advisors explain how access to these investment options has evolved and what individual investors should know before diving in.Whether you're a high-net-worth investor or someone exploring portfolio diversification beyond stocks and bonds, this episode delivers clear explanations and real-world examples to help you understand risks, rewards, and opportunities in today's alternatives landscape.
Episode Overview In this episode, John Kitchens sits down with seasoned investor Mark Zawaideh and strategic partner Curt Shewell to unpack what every real estate agent must understand about wealth, leverage, and building a portfolio that will lead you to true financial freedom. Mark shares how he scaled from broke agent to owning over 40 properties—and how one key mindset shift turned $600K in equity into $30M in assets. Together, they break down the dangerous myths agents believe about wealth, why owning a team is not a retirement plan, and how to start thinking like an investor starting today. Key Topics Covered The Scarcity Trap vs. Investor Mindset How Mark's early money beliefs kept him stuck (and how he broke free). The critical difference between “saving” and “scaling” through leverage. Why paying off properties early can actually kill your momentum. Using Real Estate As a Wealth Vehicle Why selling more homes won't build lasting wealth—and what will. How Mark scaled from 1 house to 43 rentals in under 10 years. Turning equity into cash flow: the power of 1031 exchanges and strategic refinancing. How to Make the Shift from Agent to Owner to Owning $100M Portfolio The real risk: owning just 1-2 rental properties and no game plan. Why scaling to 30, 50, or 100+ doors creates less risk, not more. How to use your real estate business to find deals, not just earn commissions. Building Wealth Through Depreciation & Tax Strategy Why depreciation alone could be worth six figures in tax savings. How Mark paid zero in taxes—and got a refund—while earning 7 figures. The difference between earning more… and keeping more. Scaling Beyond Single-Family into Commercial & Multifamily How Mark turned four homes into a 48-unit apartment complex. The mindset shift from “buy and hold” to “scale and grow.” Multifamily vs. single-family: pros, cons, and what most agents miss. Why Real Estate Teams Are Not an Exit Strategy The hard truth about brokerage valuations and “team” exits. Why most teams become burdens, not assets, without investment income. Using your team to unlock opportunity—not just production. The Investor Mastermind & What's Coming Next How Mark and Curt are creating a community for agents ready to build wealth. Why most agents don't lack opportunity—they lack strategy and proximity. What to expect from their upcoming course, community, and coaching framework. Resources Mentioned Connect with John Kitchens Mark Zawaideh on Instagram: @soldbymarkz Book: The Psychology of Money by Morgan Housel Upcoming Investor Mastermind (details coming soon) 1031 Exchange Strategy + Tax Depreciation Insights “You don't need to sell more homes. You need to buy more real estate.” – Mark Zawaideh Connect with Us: Instagram: @johnkitchenscoach LinkedIn: @johnkitchenscoach Facebook: @johnkitchenscoach 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!
Comparing defensive exit strategies with the best. Hear award-winning columnist Dejan Kovacevic's Daily Shots of Steelers, Penguins and Pirates -- three separate podcasts -- every weekday morning on the DK Pittsburgh Sports podcasting network, available on all platforms: https://linktr.ee/dkpghsports Learn more about your ad choices. Visit megaphone.fm/adchoices
In this moving episode of Radio Medium, Psychic Medium Laura Lee delivers a heartfelt message from the spirit of Andrea's late father.Her dad steps forward to acknowledge the emotional heartache at home and the fatigue a relationship has caused her. With gentle encouragement, he reveals that there is a divinely guided exit strategy in motion—one that offers hope and renewal. He suggests that a second home or new space may serve as a sanctuary, helping Andrea clear emotional clutter, recenter herself, and begin her healing journey. This powerful moment serves as a loving reminder that our departed loved ones are always near—offering guidance, love, healing, and protection, especially during life's most vulnerable transitions.✨ Tune in for a soul-stirring episode that reinforces the enduring bond between parent and child—offering insight, hope, and comfort from the spirit realm.
In this episode of the Tech M&A podcast, Poya Farighi shares his journey of building and exiting his cloud-based HR reference checking platform, Vitay. He discusses the challenges faced during the sale process, the importance of maintaining business operations, and the emotional transition after the exit. Poya emphasizes the need for preparation, the value of keeping an open mind for future opportunities, and the significance of celebrating milestones in the entrepreneurial journey. takeaways Vitay is an automated reference checking platform that simplifies candidate screening. The sale process can be stressful, especially nearing the end. Maintaining day-to-day business operations is crucial during the sale process. Having a supportive team and advisors can ease the burden of selling a company. Be prepared for the emotional ups and downs of the exit process. It's important to keep an open mind about potential acquirers. Celebrating milestones, like an exit, is important for entrepreneurs. The journey of building a new venture begins after an exit. Expect the best but prepare for the worst during negotiations. Continuing to grow the company is essential, regardless of the sale outcome. 00:00 The Birth of Vitay: Solving HR Challenges 01:55 Navigating the Sale Process: Challenges and Strategies 05:09 Life After the Exit: Reflections and New Beginnings 07:59 Final Thoughts: Keeping an Open Mind for Future Opportunities
What really goes into building a business you can actually sell—without second-guessing yourself later? Why do some founders walk away from negotiations feeling confident, while others are left wrestling with burnout, regret, or even an identity crisis? If you've been wondering about the mindset, strategies, and emotional prep behind a smart, well-timed exit, this episode is packed with insights you'll want to hear.Today, Omar sits down with Rob Walling—founder of Drip and TinySeed—for an extended, no-fluff conversation on building and selling your business without regret. You'll get behind-the-scenes insights on what makes a company truly sellable, practical ways to get exit-ready (even if selling isn't on your radar yet), and an honest look at the personal journey of moving on after a sale. Plus, we're pulling key lessons straight from Rob's new book, Exit Strategy, co-written with his wife, psychologist Dr. Sherry Walling.Ready to future-proof your business (and your sanity)? Tap that play button at the top of the page and dive into the strategies, wisdom, and real talk that can help you build, scale, and—when the time is right—exit on your own terms.Watch the episodes on YouTube: https://lm.fm/GgRPPHiSUBSCRIBEYouTube | Apple Podcast | Spotify | Podcast Feed
In this powerful episode of the Jake & Gino podcast, we're joined by Rob Finlay—serial entrepreneur, founder of 30 Capital, and author of Beyond the Building and Hey Dad. Rob dives deep into commercial real estate debt strategy, the importance of tracking OKRs and KPIs, and the long-term thinking that separates real estate professionals from amateurs.But this conversation doesn't stop at business. Rob also opens up about parenting adult children, financial literacy, and the “green gas” phone call that inspired his latest book, Hey Dad, a must-read for any parent raising self-sufficient young adults in today's world.Whether you're a multifamily investor looking to improve your financial game or a parent preparing your kids for life, this episode delivers hard-earned insights from one of the best in the business.Get the books:Hey Dad: https://heydadbook.comConnect with Rob FinlayWebsite: https://robfinlay.comInstagram & more: @robfinlay Chapters:00:00 - Introduction 04:54 - KPIs & OKRs Explained (with Chick-fil-A References) 14:47 - Smart Leverage & Exit Strategies 18:15 - How New Investors Should Think About Equity, Recycling Deals, and Exit Strategies 21:41 - Refinancing vs. 10-Year Lockups 29:24 - The 2021–2022 Bridge Debt Trap 32:49 - Hey Dad: The Gas Pump Phone Call That Started It All 39:46 - Real Parenting Talk: Teaching Independence Through Exposure 43:05 - Kids & Money: Raising Financially Literate Adults 49:34 - 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)
What if everything you've built was just the beginning? In this episode, I sit down with Anne Mahlum – serial entrepreneur, founder of Solidcore and Back on My Feet, and a powerhouse of personal transformation. Anne shares her journey from a $100 million exit to a life of deep contentment and empowerment, emphasizing the power of simplicity, self-trust, and deliberate life design. We talk about the art of letting go, the strength found in creating boundaries, and the often-overlooked importance of defining your own metrics for success. If you've ever wondered how to keep moving forward without losing yourself in the process, this episode is for you. Opening Reflection: What would your life look like if you truly lived by your values, not just your goals? Anne's Journey: From negative net worth to a $100 million exit – the power of purpose-driven work Letting Go for Growth: Why your identity should never be tied to just one role or outcome Building a Game You Can Win: The importance of setting clear, simple goals in business Lessons in Risk and Reward: How Anne navigated her exits and built companies that outlast her Non-Negotiables for High Performance: The simple daily habits that fuel Anne's energy and clarity Empowering Others: Anne's current chapter of impact through public speaking and mentorship Closing Takeaway: Why simplicity is the ultimate sophistication in business and life **** ✨ Personal Socrates is on SALE! >>> Use UPGRADE20 at baronfig.com for 20% off through May and June. Release details for the NEW BOOK. Connect with Marc >>> Website | LinkedIn | Instagram | Drop a review and let me know what resonates with you about the show! Thanks as always for listening and have the best day yet! * A special thanks to MONOS, our official travel partner for Behind the Human! Use MONOSBTH10 at check-out for savings on your next purchase. ✈️ * Special props
Chapter 8: The Exit Strategy — From Survival Mode to Supernatural SupplyWhat happens when your lifeline no longer fits the life God is elevating you into? This chapter unpacks the prophetic “glitch” that closed one door and opened a luxury rooftop gym in its place. From handwritten thank-you cards to divine brand downloads, this is where survival ends—and strategy begins.Tap in and hear how God shifted the hustle and revealed the harvest.Stay connected:Tonyia | Founder & CEO, The Savvy Lifestyle Lounge®
Richard Walsh's journey from the military to entrepreneurship reveals a powerful philosophy rooted in resilience, strategy, and intentional leadership. After experiencing both remarkable success and total financial collapse, Walsh rebuilt his life and business through focus, discipline, and system-driven thinking. He now helps business owners reclaim their time and profits by teaching them how to concentrate on their most valuable tasks—the "Owner's 5%"—while building teams and systems to handle the rest. His method emphasizes working smarter, not harder, and designing businesses that serve both professional and personal goals. Walsh also stresses the importance of planning with the end in mind. By starting every business with a clear exit strategy, owners can make better hiring decisions, evaluate opportunities more effectively, and align their actions with long-term outcomes. His approach is especially effective for trades and service-based industries, where improved communication and process automation—often using underutilized tools like AI—can lead to significant financial and operational transformation. His client case studies show consistent results: higher revenues, fewer hours worked, and dramatically improved quality of life. If you're a business owner feeling overwhelmed or stuck, Richard Walsh is offering a complimentary one-on-one coaching call to help you tackle your biggest business challenge right now. This is a chance to get personalized insight from someone who's helped countless entrepreneurs find clarity, regain control, and scale smarter. Don't miss the opportunity to take the first step toward a more profitable and balanced business. We're happy you're here! Like the pod? Visit our website! Start your trial on Simplified. We're happy you're here! Like the pod?Visit our website!For the accessible version of the podcast, go to our Ziotag gallery.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Real Estate Pros Podcast, Stephen S. interviews Joseph Huang, a seasoned commercial real estate investor. They discuss Joseph's journey from IT engineer to real estate tycoon, the importance of collaboration in commercial deals, and the unique challenges and opportunities in retail real estate. Joseph shares insights on common pitfalls for new investors, the significance of trust and core values in partnerships, and the evolving landscape of retail investments. He emphasizes the need for due diligence, understanding market dynamics, and the value of joining mastermind groups for accelerated growth in the real estate sector. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Our prestigious Loyalty Roundtable enshrines loyalty program exit strategy best practices. Plus, a Porter Airlnes interview and the next segment in our Loyalty Works series.
Send us a textIf someone showed up today, ready to buy your business, would you be proud of what they'd find?In this episode of The Margin Method, Steve shares what really separates a company that commands top dollar from one that quietly gets passed over. Whether you plan to sell or not, this one will shift how you think about building lasting value. Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.Want to see if you're a fit for our KPI Kickoff? Check it out here: https://www.coltivar.com/boost Support the show
Global Investors: Foreign Investing In US Real Estate with Charles Carillo
Most investors focus on how to buy real estate—but what truly separates amateurs from professionals is how they plan to exit. In this episode of Strategy Saturday, Charles Carillo breaks down the critical role of exit strategies in real estate investing. From Buy & Hold to Refinance & Hold, 1031 Exchanges, and creative seller-financed deals, you'll discover how exit planning drives returns, mitigates risk, and boosts investor confidence. Charles also shares lessons from real-life multifamily deals—including why his team chose to sell early in 2022 after hitting target returns, avoiding the impact of rising interest rates. You'll learn: – Why your exit strategy should be planned before the purchase – The 5 most common exit strategies and when to use each – How exit timing can impact LP satisfaction and portfolio performance – What to do when investor opinions conflict with your original plan – How to reduce risk with debt terms and reserve planning If you're a GP, LP, or building your first real estate portfolio, this episode will show you how exit clarity leads to better deals—before you even close. Want to dive deeper into 1031 Exchanges? Check out these past episodes with 1031 professionals: GI157 – https://youtu.be/O5MzYY4SP_8 GI 173 – https://youtu.be/pDHKsZcN05Y Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/ ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/
Challenging the belief that real estate agents have to be stuck in the grind of selling homes forever, Garrett pushes against the industry normal. Instead, he casts vision for a better way to do business—one that prioritizes legacy, collaboration, wealth-building, and Kingdom impact.Garrett explores the importance of having a clear exit strategy, why the traditional brokerage model often limits agents, and how new opportunities like revenue share, stock ownership, and agent collaboration can free you to live more purposefully. With a strong faith foundation, this episode equips Christian agents to think beyond the next deal and toward building something eternal through mentoring and serving others.Key Takeaways:✅ You don't have to sell homes forever—create an exit strategy✅ Most agents don't plan for the long-term or legacy✅ Traditional models often benefit brokers more than agents✅ Revenue share and stock options offer new paths to freedom✅ Collaboration > competition in this new model of business✅ You can build wealth while serving others in your industry✅ Ask: What is the Lord calling you to build?✅ Legacy is built through mentoring and multiplying✅ Real estate should be a vehicle, not a trap✅ There is a better way to grow in real estateEpisode Chapters:⏳ 00:00 – Why Every Agent Needs an Exit Strategy
Confused between raising capital or selling your company? Discover how recapitalization offers a powerful growth option—allowing you to raise funds, gain liquidity, and bring on a strategic partner without giving up control. In this video, we break down how recapitalization works, why it's increasingly popular with private equity firms, and how it can drive growth, solve internal challenges, and position your company for a second, more lucrative exit. Featuring real-world case studies, we show how founders successfully leveraged recap deals to scale their business, cash out partially, and align with the right investors. Learn how Corum's proven process helps tech CEOs navigate recapitalization for optimal outcomes. takeaways Evaluations don't create value, the process does. A global buyer search process is essential for maximizing value. Recapitalization allows founders to cash out while retaining equity. Private equity can provide operational expertise and growth opportunities. The Corum process can significantly improve sale outcomes. M&A activity is highly international, with diverse buyer universes. Valuations in tech sectors are rising, indicating strong market interest. Educational events are crucial for staying updated on M&A trends. Recapitalization can help companies scale without losing control. The Tech M&A Masterclass offers practical knowledge for navigating M&A. 00:00 Introduction to Tech M&A Podcast 01:43 CEO Desk: Insights on Valuation and Process 04:29 Upcoming M&A Educational Events 07:11 Tech M&A Market Research Report Overview 20:24 Leveraging Recapitalizations for Company Value Special Report 27:39 Conclusion and Upcoming Events
In this episode of The Retirement Fiduciary Podcast, host Adam Koós interviews Sharad Mehta, the Founder and CEO of REsimpli, a revolutionary real estate software platform. Sharad shares his remarkable journey from working as an accountant to becoming a successful real estate investor and entrepreneur. After flipping over 800 properties and managing a portfolio of 60 free-and-clear rental units, Sharad realized the need for a more efficient way to run his business. This insight led him to develop REsimpli, an all-in-one software solution designed to streamline real estate investing by integrating marketing, lead management, accounting, and more. Sharad and Adam discuss the challenges of scaling a real estate business, the importance of building strong relationships, and why maintaining consistency is the secret to long-term success. Sharad also explains his philosophy of paying off properties instead of leveraging them, his preference for simple, repeatable systems, and how consistency in marketing efforts has been key to his success. Whether you're an aspiring investor or a seasoned pro, this episode provides valuable insights into scaling, systematizing, and maintaining profitability in real estate. Plus, Sharad explains why REsimpli has become an indispensable tool for real estate professionals nationwide. Episode Highlights: 00:00 Welcome to The Retirement Fiduciary Podcast 00:28 Introducing Sharad Mehta: From Frustration to Innovation 01:30 The Journey to Real Estate Investing 03:21 Building a Real Estate Empire 03:30 Creating REsimpli: Solving Business Inefficiencies 06:01 Flipping Houses and Managing Rentals 14:03 Scaling the Business with Systems and Processes 18:24 Analyzing Property Investments 18:34 The Role of Agents and Contractors 20:32 Building Trust and Relationships 21:26 Challenges in Property Management 22:11 Introducing REsimpli: A Turnkey Solution 24:27 Consistency: The Key to Success 29:16 Navigating High Interest Rates 31:23 The Numbers Game in Real Estate 33:36 Conclusion and Contact Information Connect with Sharad Mehta and REsimpli: Website: REsimpli WebsiteFacebook: REsimpli FacebookLinkedIn: Sharad Mehta on LinkedInInstagram: REsimpli InstagramTwitter: REsimpli TwitterYouTube: REsimpli YouTube Channel More Resources from Libertas and Adam Koós Click below to check out The Retirement Fiduciary Podcast (both video and audio available!): https://www.libertaswealth.com/podcasts/ …and CLICK BELOW to subscribe to The Retirement Fiduciary Podcast on Apple!: https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148 Click below for Stock Market Updates SCREENCASTS: https://www.libertaswealth.com/educational-videos/ Check out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/in-the-media/ Click below to READ more Educational ARTICLES: https://www.libertaswealth.com/educational-articles/ For more information on how to sell your company, and other Business Transition and Exit Planning education, head over to: https://www.elevateandexit.com For more Real-Time Updates on the Economy and State of the Markets, Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoos Or follow Adam and Libertas Wealth on Social Media: Facebook: https://facebook.com/libertaswealth Instagram: https://www.instagram.com/libertas.wealth Threads: https://www.threads.com/@libertas.wealth LinkedIn: https://www.linkedin.com/company/libertas-wealth Twitter: https://x.com/LibertasWMTiktok: https://www.tiktok.com/@libertaswealthmanagement Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com www.libertaswealth.com (614) 543-1350 --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He's been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America's top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio. ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA's, as well as cash balance and other various retirement plans).
Profitable Exit Strategy and Succession Planning with Eric Brotman Are you building a business you can actually walk away from? What if the problem isn't how to exit—but how you think about it? This week on The Profit Answer Man, we sat down with the legendary Eric Brotman, CEO of BFG Financial Advisors, who's flipping the script on succession planning. For him, retirement isn't the end—it's a graduation into a new, exciting chapter. In this episode, we're not just talking theory—we're breaking down the actual moves Eric made over 15 years to build a business that thrives without him. If you're serious about maximizing the value of your business and exiting on your terms (without private equity hijacking your legacy), this is the playbook you need. In This Episode, You'll Learn: Why Eric hates the word retirement—and what mindset shift could unlock your next level. How to start building your exit strategy a decade before you plan to leave. The difference between building a sellable company… and just owning your job. Real-world examples of internal succession done right—without sacrificing culture or control. The one metric you're probably not watching that could destroy your transition plan. Key Takeaways: Start Your Exit Long Before You Need It. Eric started building his succession plan at 38. Today, he's gradually transferring ownership to internal partners—protecting culture, profitability, and legacy. “Graduation” Beats “Retirement”. Instead of stepping away into boredom, Eric talks about moving into a chairman/advisory role, staying engaged with strategic vision without day-to-day stress. Internal Buyouts Aren't Always Lucrative—But They're Often More Fulfilling. He could've taken a big check from PE. Instead, he chose continuity, values, and staying true to the mission. Team Building Is Strategic Planning. This wasn't just about creating a leadership team. It was about building equity, commitment, and a business that thrives without dependency on one person. Succession = Culture + Cash Flow + Control. Get these right, and you've got options. Ignore them, and you're the bottleneck holding the whole thing back. About Eric Brotman: Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, founder of Brotman Media Group, and author of Don't Retire…Graduate! With 30+ years in the financial planning world and over $700 million AUM, Eric is a true architect of long-term business and financial legacies. His firm's unique internal succession model offers a rare roadmap for owners who want to graduate instead of retire. Conclusion: Will Your Business Outlive You? Too many founders build a business that dies when they leave. Eric Brotman is living proof that with vision, systems, and intentional planning—you can build a company that survives and thrives without you. If you're not exit-ready, you're not growth-ready. It's time to change that. Links: https://www.facebook.com/BFGFinancialAdvisors/ https://www.linkedin.com/company/bfgfa/ https://www.linkedin.com/in/ebrotman/ https://www.instagram.com/bfgfinancialadvisors/ brotmanmedia.com 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. #profitfirst
Host Ericka Adler provides essential insights on how physicians and dentists can navigate the termination of their employment agreements. In this episode, Ericka covers the importance of thoroughly reviewing your contract before making any decisions, steps to take if you believe your employer has breached the contract, understanding the consequences of termination, including noncompete clauses and malpractice insurance, and planning your exit strategy to avoid any financial surprises. 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
In This Episode What happens when you align mindset, core values, and systems to scale and exit a business successfully? Briana Hetherington shares how she supports entrepreneurs by blending business strategy with mindset coaching. Through Altruistic Advisory and Finish Line Strategies, she guides companies in the home improvement sector to uncover limiting beliefs, develop meaningful core values, document processes, and plan for an exit with clarity. She offers tactical advice for creating learning organizations that continually develop team members through well-defined onboarding, training, and growth systems. Briana also discusses how her advisory board supports companies preparing to sell within 3 to 5 years, ensuring operational excellence and emotional readiness.
⭐ Join Rental Property Mastery, my community of rental investors on their way to financial freedom: https://coachcarson.com/rpm
Subscribe to DTC Newsletter - https://dtcnews.link/signupInside the Growth of Pins and Aces: Scaling a Golf Lifestyle Brand with Nicklaus MertzToday on the DTC Podcast, we sit down with Nicklaus Mertz, founder of Pins and Aces, a golf brand that grew from a side project to a $25M+ powerhouse. Nick shares the step-by-step tactics that fueled their expansion, including limited-edition drops, a focus on profitability, live selling innovations, and the acquisition of Edel Golf.Key Moments:How Pins and Aces started with $6K and a headcover ideaBuilding a brand beyond Alibaba sourcingLaunching viral products like the Beer Sleeve and Liquor StickOmnichannel expansion: Retail + DTC synergyGrowing without raising outside capitalLeveraging community feedback to design new productsAcquiring Edel Golf to move into hardwareTakeaways for Entrepreneurs:Start small, iterate fast, and evolve from customer feedbackCommunity building beats traditional influencer marketingDrops are a sustainable engine for long-term growthData-informed product development with tools like ParticleDid you know that 98% of your website visitors are anonymous? Instant powers next-level retention by identifying who they are and converting them into loyal shoppers. Sign up for a quick demo today to get 50% off and unlock a guaranteed 4x+ ROI: instant.one/dtcTimestamps00:00 – How Pins and Aces Started from a $6K Side Hustle02:00 – Turning a DIY Golf Product into a Real Business08:00 – Building a Brand vs. Drop Shipping Products14:00 – Collaborations with South Park and Hey Dude Shoes19:00 – The Bud Light Collab That Changed Everything22:00 – Drops, Content Strategy, and Creating Community26:00 – Exploring Live Selling and Whatnot Platform31:00 – Scaling the Brand While Maintaining Profitability35:00 – Exit Strategy and Potential Strategic Buyers38:00 – Using Particle to Track Competitor PerformanceHashtags#dtcpodcast #pinsandaces #ecommercegrowth #golfbrand #founderstory #productdrops #liveshopping #influencermarketing #dtcmarketing #brandcollabs Subscribe to DTC Newsletter - https://dtcnews.link/signupAdvertise on DTC - https://dtcnews.link/advertiseWork with Pilothouse - https://dtcnews.link/pilothouseFollow us on Instagram & Twitter - @dtcnewsletterWatch this interview on YouTube - https://dtcnews.link/video
While Eric tries not to get lost in the American southwest, Zac and Deric continue on with a new episode. We take the opportunity to discuss the ins and outs of being a content creator in today's ever changing landscape. While exploring the pros and cons of short-form versus long-form content, effective strategies for growing an audience, and the challenges of navigating brand partnerships. What exactly is the long-term viability of content creation as a career? How important is an "Exit Strategy"? Whether you're an aspiring creator or simply interested in the world of online content, we try and bring our personal insight for you this and every week.Get access to Eric's course with the exclusive Off The Cut discount, use code OTC25 at checkout: https://spencleydesignco.com/collections/courses/products/shaker-style-cabinet-door-and-drawer-front-course Join us LIVE for conversations about woodworking, 3D printing, DIY and tax evasion. Got a question that you want us to answer? Send us an email at offthecutpodcast@gmail.com Be sure to hit up the links below to get even more content from us!Interested in starting your own podcast? Check out Streamyard: https://streamyard.com/pal/c/5926541443858432 -------------------------AftershowConsider supporting the show on Patreon to get access to the aftershow and unlock tons of cool perks!https://www.patreon.com/offthecutpodcast -------------------------Hang Out with UsWatch the live stream of the podcast on YouTube!https://www.youtube.com/channel/UCcRJPIp6OaffQtvCZ2AtWWQ -------------------------Pick Up Some Merch!Windbreaker - https://www.spencleydesignco.com -------------------------Follow ZacInstagram - https://www.instagram.com/zacbuilds YouTube - https://www.youtube.com/c/@ZacBuilds TikTok - https://www.tiktok.com/@zacbuilds -------------------------Follow EricInstagram - https://www.instagram.com/spencleydesignco YouTube - https://youtube.com/@SpencleyDesignCo TikTok - https://www.tiktok.com/@spencleydesignco -------------------------Follow Derichttps://linktr.ee/pecantreedesign ---------------------------Shoutout to KM Tools for sponsoring the show! Check out everything they have to offer at KMTools.com (kmtools.com/SPENCLEYDESIGNCO)
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz are joined by Zaid Admani from Public's The Rundown!---Sign up for the Rich Habits Newsletter and join 52K+ likeminded investors in receiving weekly market updates, click here!---Trial the Rich Habits Network for 7 days completely for free and see why 600+ other podcast listeners love the community we've built, click here!---Sign up for Public and take advantage of their up to $10,000 bonus when you transfer an existing portfolio to their platform, click here!---⭐ Download our FREE Financial Planner – click here⭐ Download our FREE Budgeting Template – click here⭐ Earn 4.1% on your savings with a High-Yield Cash Account – click here⭐ Trade stocks, options, music royalties and crypto on Public – click here⭐ Automatically buy stock where you shop with Grifin – click here⭐ Protect your family with term life insurance from Suriance – click here⭐ Use code “Spotify” for 15% off our 4-module video course – click here⭐ Optimize your portfolio with Seeking Alpha – click here---
Dave's back and in particularly jovial spirits after celebrating his birthday this week (and his football team winning promotion), so let's get this party started shall we? Broadcasting via the magical medium of linked computers, this is Radio Therapy! Tracklist.. 1. Notre Dame ‘My Soul' [Kitsuné] 2. Adriatique x JAiMES x Samm ‘Back To Life' [X Recordings] 3. Tee Mango ‘Moonshots' [Kompakt] 4. Radeckt ‘Otun' [Human By Default] 5. Ivory ‘Hypno Dance' [Exit Strategy] 6. Fat Cosmoe & My Flower ‘Wanna More' [Habitat] 7. Impérieux ‘Still Minus' [Keller] 8. Chemo ‘Glock 43' [Marginalia] 9. Sasha & Joseph Ashworth ‘HiFiHi' [Last Night On Earth] 10. AIKON ‘Ngoma' [Monaberry] 11. Mind Against ‘Babylon' [Habitat] 12. Tim Engelhardt & Solique ‘Symmetry' [Habitat] 13. Danny Howells ‘Thrunk' [Rekids] 14. Tommy Gustav ‘Nobody Else' [Deepalma] This show is syndicated & distributed exclusively by Syndicast. If you are a radio station interested in airing the show or would like to distribute your podcast / radio show please register here: https://syndicast.co.uk/distribution/registration
Dave's back and in particularly jovial spirits after celebrating his birthday this week (and his football team winning promotion), so let's get this party started shall we? Broadcasting via the magical medium of linked computers, this is Radio Therapy! Tracklist.. 1. Notre Dame ‘My Soul' [Kitsuné] 2. Adriatique x JAiMES x Samm ‘Back To Life' [X Recordings] 3. Tee Mango ‘Moonshots' [Kompakt] 4. Radeckt ‘Otun' [Human By Default] 5. Ivory ‘Hypno Dance' [Exit Strategy] 6. Fat Cosmoe & My Flower ‘Wanna More' [Habitat] 7. Impérieux ‘Still Minus' [Keller] 8. Chemo ‘Glock 43' [Marginalia] 9. Sasha & Joseph Ashworth ‘HiFiHi' [Last Night On Earth] 10. AIKON ‘Ngoma' [Monaberry] 11. Mind Against ‘Babylon' [Habitat] 12. Tim Engelhardt & Solique ‘Symmetry' [Habitat] 13. Danny Howells ‘Thrunk' [Rekids] 14. Tommy Gustav ‘Nobody Else' [Deepalma] This podcast is hosted by Syndicast.
Organizing for working moms: Tips for Busy Moms with Stacy Wallenstein Hey there, and welcome to another episode of the Organized ish Parent podcast! In this episode, I have a great conversation with fellow entrepreneur,mom of three, and New York based blogger of The Mint Chip Mama, Stacey Wallenstein. We dive deep deep into balancing life with kids, building a business, and of course, staying organized. Stacey shares her incredible insights and practical tips on handling household chores, managing family schedules, and finding time for self-care. Plus, we chat about the importance of creating systems to simplify your life and teaching kids independence. I hope you enjoy this episode as much as I did! XO - Dianne PS - When it comes to getting organized or getting the kids involved, where do you struggle the most? DM me on Instagram **** Referenced in this episode Stacey Wallenstein blog: TheMintChipMama.com Follow Stacey across all social @themintchipmama *** The episode at a glance: 00:00 Introduction and Guest Welcome 00:35 First Impressions and Initial Conversation 01:55 The Mint Chip Mama: Origin Story 04:01 Balancing Motherhood and Blogging 06:36 Daily Routines and Time Management 09:03 Empowering Kids with Responsibilities 22:29 Organizing and Household Systems 33:29 Decluttering Strategies and Exit Plans 33:52 The Importance of an Exit Strategy 34:25 The Convenience of Scheduled Pickups 38:39 Family Calendar Organization 39:40 The Power of Systems and Control 43:12 Self-Care and Scheduling 50:49 Teaching Kids Financial Responsibility 51:08 Intentional Shopping and Precycling 01:04:56 The Value of Automatic Savings 01:06:11 Conclusion and Final Thoughts The post (episode #69: Organizing for Working Moms: A Journey Through Family, Systems, and Self-Care) appeared first on Dianne Jimenez | Professional Organizer website. To read the blog post of this episode, head to https://diannejimenez.com/69 — What's your Organizing Personality? Take the quiz here https://DianneJimenez.com/quiz — If you loved this episode, please consider Rating it or giving it a Review on your preferred platform - it would mean the world to me and help other parents needing to discover my podcast. Examples of where to catch (and subscribe to) my episodes: APPLE PODCAST USA: https://podcasts.apple.com/us/podcast/the-organized-ish-parent-podcast/id1606051910 * APPLE PODCAST CANADA: https://podcasts.apple.com/ca/podcast/the-organized-ish-parent-podcast/id1606051910 * SPOTIFY: https://open.spotify.com/show/60AVuZmF4iIl43aoWz5Xyh?si=e4ba1060574040a4 * YOUTUBE: https://www.youtube.com/channel/UCsLq1WtSo-VG0aUJEfDKdPQ * AMAZON MUSIC: https://music.amazon.ca/podcasts/ebe904c1-eece-469b-8dd5-7144e6b798ab/the-organized-ish-parent-podcast — Ways we can connect: Website : https://diannejimenez.com/heythere Instagram : https://www.instagram.com/1tidyplace/ Facebook : https://www.facebook.com/1TidyPlace Twitter : https://twitter.com/DDJ3131 LinkedIn : https://www.linkedin.com/in/diannejimenez — Music: https://www.purple-planet.com , License: All the music on the site is licensed under the terms of a Creative Commons Attribution License 3.0. https://creativecommons.org/licenses/by/3.0/
The Escape and the Exit Strategy
The Escape and the Exit Strategy
Michelle Rupp, an Emmy Award winning broadcast journalist, is the Founder and CEO of Memorable Results Media, a boutique agency dedicated to helping small and medium-sized businesses gain earned media coverage on local and regional television. With a background in news production and a passion for empowering business owners, Michelle uses her 25 years of experience in broadcasting to deliver tangible results. Her clients frequently see increased revenue, sold-out events and elevated visibility in their communities, with many attributing significant business growth to her media strategies.
Have questions? Send me a text hereDo you dream of building your business up and someday making a 7 or 8 figure exit? Maybe higher? There is one mistake that almost every entrepreneur makes that will kill that dream and can even cause serious issues while you are still the owner. In this episode we'll talk about what you need to do to avoid that problem and make your life a lot easier!You're invited to send me a text message by clicking the link above this description. You can ask a question, leave a comment or just say hello. I look forward to hearing from you!Subscribe to the Financial Momentum Newsletter where we discuss ideas and tools to build momentum in your business and life! The newsletter is FREE and delivered to your inbox once a week. Click here to subscribe! DISCLAIMER: This video/audio content is intended only for informational, educational, and entertainment purposes. Neither Real Estate Revenue, Financial Momentum or Paul Ary are registered financial advisors, financial planners, attorneys, tax professionals or economists and the contents of this video and/or audio podcast should not be considered investment, financial, legal or tax advice. Your use of Financial Momentum or Real Estate Revenue's channel either on YouTube or on any audio podcast, and your reliance on any information from these sources is solely at your own risk. Moreover, the use of the Internet (including, but not limited to, YouTube, E-Mail, Instagram, Twitter, LinkedIn) for communications with The Financial Momentum Podcast, Real Estate Revenue or Paul Ary does not establish a formal business relationship. This is not financial advice. These are my personal opinions on real estate and the world in general.
➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this “Lessons” episode, Dan Cohen, exit-strategy expert, reveals how a gut-driven launch turned an unheard-of nasal strip into a multi-million-dollar acquisition. Learn why trusting your “felt sense” of the market can outpace conventional research, how targeted press outreach and NFL athlete endorsements built instant credibility, and how creative distribution tactics—from counter placements to regional broker partnerships—forced retail gatekeepers to give shelf space against all odds.➡️ Show Linkshttps://successstorypodcast.com YouTube: https://youtu.be/u2NkfbWe6hY Apple: https://podcasts.apple.com/us/podcast/dan-cohen-neurologist-inventor-serial-entrepreneur/id1484783544 Spotify: https://open.spotify.com/episode/7F2YKAVSz7O40OAeX4NR6P ➡️ Watch the Podcast on YouTubehttps://www.youtube.com/c/scottdclary See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
With Special Guests Laura Drake & Sharon DukettMarketing books is hard, but what if your book includes themes readers might consider sensitive or controversial?From political commentary and social issues, to serious medical topics like cancer, dementia or the right to die, how should you approach marketing books like that?Join us for a frank conversation about the challenges and opportunities presented when marketing controversial books.Laura Drake is a hybrid author of Women's Fiction and Romance. Her debut, THE SWEET SPOT, won the Romance Writers of America® RITA® award for Best First Book. She's since published 10 more romances and 4 Women's Fiction. Sharon Dukett is an award-winning author who writes thrillers and memoirs. Her memoir, No Rules, won a gold medal in the Next Generation Indie Book Awards in Memoirs (Historical/Legacy). Her novel, The Shutdown List, won the 2025 Pencraft Winter Prize for Best Fiction – category Thriller.Lainey's novel! The Exit Strategy is fun feminist fiction and a 15-time award-winner! A powerful, entertaining, and uplifting story of how even the smartest and strongest women fall victim to manipulation, and how, supporting one another, they can fight back, and find friendship.Winner of 15 book awards including Readers' Favorite, American Fiction Awards, National Indie Excellence.Join our newsletter and you'll always hear about new episodes and resources!Visit our episode page for all resources and links featured in this episode.
In this episode of the Tech M&A Podcast, Scott Petersen shares his journey of selling his all-in-one hiring solution software, HireClick. He discusses the motivations behind the sale, the importance of being prepared, and the lessons learned throughout the process. Scott reflects on life after the sale, the excitement of new opportunities, and offers valuable advice for CEOs considering selling their companies. takeaways HireClick was sold in August 2024 after starting in 2017. Inbound interest from potential buyers prompted the decision to sell. Scott felt they waited too long to engage with professionals. Preparation is key to a successful sale process. Life after selling the business has its ups and downs. Scott is excited about future travel and opportunities. The transition to the acquiring company has been positive. Professional guidance was crucial in garnering attention from buyers. Understanding market interest is vital for timing a sale. Scott emphasizes the importance of metrics and readiness for potential acquirers. 00:00 Introduction to Tech M&A Podcast 00:32 Scott Petersen and HireClick's Journey 02:52 Reflections on Selling the Business 03:42 Advice for CEOs on Selling 04:19 Looking Ahead: Life After the Sale
Most young orthodontists are told to grow. Faster. Bigger. More locations. More chairs. But no one talks about what happens when you actually succeed—when you've grown a large, high-performing practice only to discover it's now too big to sell. That's exactly the position Dr. Sami Webb found herself in after two decades of building one […] The post Too Successful to Sell? The Exit Strategy No One Talks About appeared first on HIP Creative.
In this week's Follow Up Friday, Amber Kuhn recaps a discussion on ranking value adds and practice valuation. On Monday, Matt and Micah delivered a masterclass on value-add services that'll have you rethinking your client relationships faster than you can say "fiduciary responsibility." They dove into the art of creating one-page documents that showcase your value to clients while somehow managing to keep themselves to just one page each. They ranked these value-adds from "you should be doing this yesterday" to "this might require its own dedicated team.” Remember the "dishwasher rule"? These value-adds aren't just services—they're tangible evidence of the value you're providing. In Thursday's bonus episode, Matt spoke with Scott DiGiammarino from JPTD Partners. Scott shared that with over 40 deals in the past year, his clients see valuations at double or triple the industry norm. For advisors thinking selling means retiring to a beach somewhere, Scott dispelled the myth that sellers have to exit completely. In fact, buyers (particularly those private equity firms) prefer you stick around to keep growing the business—they just want a piece of that lucrative pie. The takeaway from both episodes? Whether you're building value through client services or preparing to cash in on the practice you've built, being proactive, strategic, and clear about your vision is non-negotiable. Resources in today's episode: - Episode Website - Ranking Value Adds: Easy Wins and Game Changers [Episode 304] - Selling High: Why Your Practice May Be Worth Double What You Think with Guest Scott DiGiammarino
Help us win a Webby for BEST CREATOR and BEST VIDEO SERIES Episode 698: Sam Parr ( https://x.com/theSamParr ) talks to David Senra ( https://x.com/FoundersPodcast ) about what qualities make an anti-business billionaire. — Show Notes: (0:00) High Level of Disagreeableness (9:02) Extreme Self-Confidence (12:55) Product Quality Obsessed (18:37) Retention of Total Control (27:28) Exit Strategy is Death — Links: • Steal Sam's guide to turn ChatGPT into your Executive Coach: https://clickhubspot.com/wcv • Play Nice But Win - https://tinyurl.com/uuwumk8d • Creative Selection - https://tinyurl.com/bdz8f9ae • Founders Podcast - https://www.founderspodcast.com/ — Check Out Shaan's Stuff: Need to hire? You should use the same service Shaan uses to hire developers, designers, & Virtual Assistants → it's called Shepherd (tell ‘em Shaan sent you): https://bit.ly/SupportShepherd — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam's List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano
We would love to hear from you! Text "BBMFAM" to (312) 300-1300. Episode 111:Guest Name: Sanja Noble Guest Business: Premier72EPISODE SUMMARY In this episode of Black Businesses Matter Podcast, we sit down with Sanja E. Noble, Director of Treasury Operations, where she manages multi-billion-dollar budgets annually. Sanja is also the founder of Premier72, a firm dedicated to helping Baby Boomer business owners with succession planning and exit strategies, and the CEO of Silver Crown Credit Repair, where she empowers individuals to rebuild credit and achieve financial freedom. With an MBA, a Master's in Project Management, and recognition as a Goldman Sachs 10K Small Business alum, Sanja's career is rooted in excellence, strategy, and service.Sanja opens up about her early years, describing herself as a quiet observer who was simply waiting for the right time to bloom. A natural competitor with a love for math and learning, her childhood passions laid the groundwork for her success in the male-dominated field of finance.She also reflects on the importance of exit planning for business owners, emphasizing the need to ensure profitability and long-term sustainability. Sanja shares a pivotal moment with her first client that taught her the value of explaining complex business ideas in simple, relatable terms.If you're a business owner thinking about your next chapter or someone who values financial empowerment, this is the episode for you! IN THIS EPISODE, I TALK ABOUT…What was Sanja like as a child? Prioritizing your finances Importance of the exit strategies Importance of partnership in building your businessThe process of purchasing a business BBM Brag Moment What brings them joy? Why do black business matter? Stream and download the Black Businesses Matter Podcast NOW for FREE on Apple Podcast, Google, Stitcher, Pandora, and Spotify!Connect with them Connect with them on their website: https://www.Premier72.comConnect with them on LinkedIn:https://www.linkedin.com/in/sanjaenoble/lSupport the showTo connect further with me:Visit my website: Thel3agency.comConnect with me on Facebook: www.facebook.com/thel3agencyFollow me on Instagram: https://www.instagram.com/larvettaspeaks/Connect with me on Linkedin: www.linkedin.com/company/thel3agencyBe sure to follow our podcast on Instagram. I can't wait to see you join us and take the pledge of #blackbusinessesmatter
The dating and relationship world is rife with blindsided breakups. Is this the hallmark of an Avoidant? Counsellor Ken Reid is here to discuss Fearful and Dismissive Avoidants and explain why this heartbreaking scenario is so often the upshot of their relationship trajectory. Counsellor Ken Reid is the go-to source for all things ATTACHMENT THEORY. His work includes relationship challenges, breakups, grief, and communication skills. He also serves the LGBTQIA+ community. Defining fearful and dismissive avoidants Hallmarks and “Tells” of an Avoidant The Blindsided Breakup Strategy Website: https://www.kenreidcounselling.com.au Spotify: https://podcasters.spotify.com/pod/show/kenreads Work with Me: Consultation: Books: Breakup Triage; The Cure for Heartache Audible Allowing Magnificence; Living the Expanded Version of Your Life - Book and Audiobook: Connect with Me! Website: susanwinter.net YouTube: YouTube Channel Instagram: Instagram Profile Twitter: Twitter Profile Facebook: Facebook Page LinkedIn: LinkedIn Profile TikTok: TikTok Profile
How to wager the last few games of the NBA regular season. Time to fade my squad. Plus a rant on the Nuggets, Tariffs and Ovechkin
College debt or career head start? In this episode of Blue Collar Millionaire, we dive deep into the growing opportunities in the blue collar space and why more people are choosing trades over traditional degrees. We break down real numbers—man-hour profitability from carpet cleaning to fire restoration—and explain how young workers can go from zero experience to business ownership in just a few years. We talk about: Why blue collar isn't a fallback—it's a fast track The massive wave of retiring business owners creating buyout opportunities How private equity is now paying attention to trades Why learning on the job beats student loans And how YOU can make a multi-million dollar exit in under 5 years Whether you're starting fresh, looking to scale, or want to buy a service-based business, this episode is for you.
Brian Tibbs is on a mission to serve people by leveraging his skills and experience in building significant wealth. He is eager to hear your story and walk alongside you in your wealth-building journey. From a young age, it was evident to both Brian and those around him that he was destined to be a businessman. By the age of 26, he had already begun investing in real estate, was an executive in his father's financial services company, and co-owned a small online retail business. However, Brian felt called to a different path. Over the next three years, he married Jill Bramhall, resigned from his father's company, sold his online business, liquidated 60% of his real estate portfolio, and moved—sight unseen—to Guatemala.For the next 16 years, Brian built a team that recruited and trained 380 leaders to plant 96 churches across 11 countries. Together, they raised over $20 million for their cause and constructed more than 150,000 square feet of churches and related facilities. Despite dedicating themselves to ministry, Brian and Jill earned very little money. When calculated against their total working hours, their earnings equated to just $9.20 per hour—less than the legal minimum wage in most states.Even with their limited income, they successfully built a multi-million dollar net worth. They no longer rely on jobs to pay their bills but instead have the financial freedom to choose work on their own terms. Their modest salary forced them to develop a wealth-building philosophy that didn't depend on a high income. It was through this financial constraint that the HACKER Method was discovered and implemented, enabling the Tibbs family to achieve financial independence by Brian's 44th birthday.Although Brian has stepped away from full-time missionary work, his passion for serving others remains strong. He launched The Unexpected Investor with the singular goal of helping people who feel financially constrained transform into wealthy, powerful, and generous investors using the HACKER Method.Chapters00:00 Introduction and Current Economic Perspectives04:46 Investment Strategies in Changing Markets08:39 Brian Tibbs' Journey and Experience12:18 Key Metrics in Short-Term Rentals16:04 Navigating Airbnb's Algorithm and Reviews19:40 Regulatory Landscape for Short-Term Rentals22:41 Navigating the Challenges of Short-Term Rentals25:08 The Value of Specialization in Real Estate26:44 The Growth Potential of Short-Term Rentals27:57 Exit Strategies in Short-Term Rental Investments29:00 The Hacker Method: Building Wealth31:50 Educational Resources for Short-Term Rental Investors34:26 Due Diligence in Passive Investing36:43 Supporting Emerging Entrepreneurs37:41 Investing in Others: A Personal Touch39:02 outro RANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorKeywordseconomy, investing, short-term rentals, Airbnb, market trends, passive income, real estate, Brian Tibbs, The Hacker Method, community building
In this episode, hosts Brad and Michael share the story of plastic surgeons who built a thriving practice with a clear vision for their exit strategy. Their plan was working—until new partners entered the picture. What started as a strategic decision ultimately led to the unraveling of the founders' original exit plans. Learn key considerations when adding new partners, how to structure buy-ins and buyouts for alignment, and how to safeguard both your practice and your long-term success. Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto Stay connected for the latest business and health care legal updates: WebsiteFacebookInstagramLinkedIn
In part one of Red Eye Radio with Gary McNamara and Eric Harley, A Wall Street Journal article titled "A Win Win Exit Strategy For Trump On Tariffs" written by Arthur Laffer and Stephen Moore; Prime Minister Netanyahu visited the White House and said Israel will work to even out the trade imbalance; The truth behind the CNBC story that Trump would put a 90 day pause on the tariffs; The Supreme Court 5-4 ruling allows the Alien Enemies Act to continue; ESPN's Stephan A. Smith says he has no desire to run for President; House Speaker Johnson says there won't be proxy voting; A study finds liberals show less empathy to pollical opponents than conservatives do; 55 percent of leftists say Trump's murder would be justified; Trump wants House Republicans to adopt the Senate's new budget framework, and Speaker Mike Johnson says time is not on our side. For more talk on the issues that matter to you, listen on radio stations across America Monday-Friday 12am-5am CT (1am-6am ET and 10pm-3am PT), download the RED EYE RADIO SHOW app, asking your smart speaker, or listening at RedEyeRadioShow.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
What happens when your business becomes your identity, and you sell it? Julie Cole, co-founder of Mabel's Labels, went from lawyering to label-making, raising six kids while helping build a household name from her sister's basement. She opens up about the unexpected acquisition, how her team navigated co-founder dynamics, and the emotional complexity of stepping back while staying connected to the brand. Expect stories of scrappy beginnings, smart business moves, the real challenges of exiting with multiple partners, and how to redefine purpose after the deal is done. If you've ever wondered what success looks like on the other side of the sale, this conversation pulls back the curtain. [01:26 – 07:26] From Basement to Brand Intro & Vision: Julie introduces herself and the idea Bootstrapping: Four founders and personal drive kickstarted the venture Real Need: A product born from personal challenges Validation: Early word-of-mouth proved the concept [07:26 – 16:44] Building the Machine Team Dynamics: Clear roles and communication were key Growth: Evolving from the basement to professional facilities Market Response: Early press and customer love validated the idea Scaling: Strategic hires helped avoid burnout and silos [16:44 – 24:18] Exit Strategy in Real Time Acquisition Offer: Avery's unexpected proposal turned real fast Valuation: Negotiated to reflect future growth Due Diligence: Smooth process with the right advisors Transition: Julie shifted to a brand evangelist role post-sale [24:18 – 32:00] Life After Exit Identity Shift: Founders faced new emotional challenges New Paths: Some moved into coaching, real estate, and mentoring Relationship Changes: Less frequent, but meaningful connections remain Community: Speaking and mentorship filled the post-exit gap [32:00 – 43:00] Legacy Building for Founders Plan Early: Your exit strategy shapes your growth Advisors Matter: Surround yourself with trusted experts Stay Focused: Avoid deal fatigue; keep the business thriving Key Quotes: “When you start your company, you should be thinking about your exit… That's your JOB.” — Julie Cole "Surround yourself with people who are smarter than you—and never try to navigate a sale on your own." — Julie Cole Connect with Julie! Website: https://mabelslabels.com/ LinkedIn: https://www.linkedin.com/in/julie-cole-llb-ma-3794671/ Ready for your next chapter? Start Your Assessment Now
➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstoryTim Guleri is a seasoned venture capitalist and managing partner at Sierra Ventures, a Silicon Valley-based early-stage technology-focused venture capital firm. With over two decades of experience in the technology industry, he has a strong track record of identifying and nurturing successful startups. Before joining Sierra Ventures, he co-founded Scopus Technology, which went public in 1995 and was later acquired by Siebel Systems for $460 million, and Octane Software, which was acquired by E.piphany in 2000 for $3.2 billion. ➡️ Show Linkshttps://www.x.com/timguleri/ https://www.linkedin.com/in/timguleri/ ➡️ Podcast SponsorsHubspot - https://hubspot.com/ Lingoda - https://try.lingoda.com/successstory (Code: scott25)Vanta - https://www.vanta.com/scottFederated Computer - https://www.federated.computerCornbread Hemp - https://cornbreadhemp.com/success (Code: Success)Create Like The Greats Podcast - https://podcasts.apple.com/lu/podcast/create-like-the-greats/id1653650073FreshBooks - https://www.freshbooks.com/pricing-offer/Bank On Yourself - https://www.bankonyourself.com/scottStash - https://get.stash.com/successstoryNetSuite — https://netsuite.com/scottclary/Indeed - https://indeed.com/clary ➡️ Talking Points00:00 - Intro05:23 - The Common Thread in Tim's Journey08:01 - Born Entrepreneur or Learned Skill?10:31 - How Entrepreneurs Find Their Focus18:30 - Tim's Career & Investment Philosophy22:08 - Sponsor Break24:46 - The Evolution of Sierra Ventures30:27 - Founder Traps in Venture Capital35:08 - Managing Risk at Sierra Ventures40:57 - Finding Investors: Tips for Founders49:50 - Sponsor Break52:03 - The Biggest Challenge for First-Time Entrepreneurs57:24 - Riding Trends vs. True Innovation1:00:26 - Is There an Undiscovered Playbook for Distribution?1:03:17 - Scaling Without Crashing1:08:05 - Making High-Stakes Decisions with Confidence1:12:28 - Smart Exit Strategies for Entrepreneurs1:17:03 - Final Thoughts from Tim Guleri
Ever wondered how a guy goes from owning struggling gyms to cashing out for millions and dominating the M&A game? Enter Gil Valerio—a hustler who took a crisis, flipped it into a marketing empire, and sold BIG! Now, he's on a mission to help digital agencies scale, exit, and cash out like the pros. But it wasn't all smooth sailing—hacked accounts, cease-and-desist letters, and the brutal lessons of business almost took him down. In this episode, we break it all down: how to turn your business into a sellable asset, why most agency owners are leaving money on the table, and how you can position yourself for a multimillion-dollar payday. If you're in business and not thinking about your exit strategy, you're already behind. Let's go!
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