Podcasts about financial consulting

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Best podcasts about financial consulting

Latest podcast episodes about financial consulting

The Digital Executive
Optimizing Construction Finances and Technology with Founder Timothy Wingate Jr. | Ep 1037

The Digital Executive

Play Episode Listen Later Mar 29, 2025 12:46


In this episode of The Digital Executive, host Brian Thomas welcomes Timothy Wingate Jr., founder of G+F Business and Financial Consulting, to discuss the financial challenges faced by construction companies. Drawing from his personal experiences and his father's background as a general contractor, Wingate shares how his firm specializes in tax planning, bookkeeping, and strategic consulting tailored for construction businesses. By leveraging technology, he helps contractors bridge the gap between the field and back office, ensuring better financial decision-making. Wingate emphasizes the importance of integrating software solutions like QuickBooks Online and Buildertrend to streamline operations and improve job costing. He also discusses emerging trends in construction finance, particularly the growing role of AI and automation in an industry historically slow to adopt technology. With valuable insights into financial sustainability, technology integration, and future-proofing construction businesses, this episode is a must-listen for industry professionals.

The Digital Executive
Optimizing Construction Finances and Technology with Founder Timothy Wingate Jr. | Ep 1037

The Digital Executive

Play Episode Listen Later Mar 29, 2025 12:46


In this episode of The Digital Executive, host Brian Thomas welcomes Timothy Wingate Jr., founder of G+F Business and Financial Consulting, to discuss the financial challenges faced by construction companies. Drawing from his personal experiences and his father's background as a general contractor, Wingate shares how his firm specializes in tax planning, bookkeeping, and strategic consulting tailored for construction businesses. By leveraging technology, he helps contractors bridge the gap between the field and back office, ensuring better financial decision-making.Wingate emphasizes the importance of integrating software solutions like QuickBooks Online and Buildertrend to streamline operations and improve job costing. He also discusses emerging trends in construction finance, particularly the growing role of AI and automation in an industry historically slow to adopt technology. With valuable insights into financial sustainability, technology integration, and future-proofing construction businesses, this episode is a must-listen for industry professionals.

Constructed Futures
Timothy Wingate Jr.: Construction Accounting at  G+F Business & Financial Consulting

Constructed Futures

Play Episode Listen Later Mar 20, 2025 21:58


Follow Timothy hereCheck out G+F Consulting here: https://www.gplusf.com/

Healthcare's Missing Link
Get the Most Out of Your Home Office!

Healthcare's Missing Link

Play Episode Listen Later Feb 28, 2025 28:02


Thrivetime Show | Business School without the BS
Clay Clark Client Testimonials | How to Grow a Successful Insurance & Financial Consulting Business + Marketing Your Business Amidst the Cluttered World of Commerce "I Had the Largest Month Ever By TRIPLE!" - Brett Mehl

Thrivetime Show | Business School without the BS

Play Episode Listen Later Jan 7, 2025 40:01


Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com   Join Tim Tebow, LIVE and in-person at Clay Clark's December 5th & 6th 2024 Thrivetime Show  Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com  **Request Tickets Via Text At (918) 851-0102   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/  

Influential Entrepreneurs with Mike Saunders, MBA
Greg Welborn, Principal with First Financial Consulting

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Oct 1, 2024 23:31


Greg Welborn is a Principal at First Financial Consulting. He works with individuals and privately-owned businesses on financial planning issues including investment, retirement, and tax planning, among others. With more than 35 years' experience, he has developed a strong track record of providing 100% objective advice, always focusing on the client's best interests.A pioneer in the development of investment consulting services for individual investors, Greg is a respected authority on personal financial issues; he has lectured extensively, written for the Wall Street Journal, Orange County Register & The Los Angeles Daily News, and has assisted NBC's Today Show in their weeklong series, “Money for Women.” Greg is also a member of the Forbes Finance Council and Kiplinger Advisor Collective.Greg Welborn received a Bachelor degree from Occidental College, an MBA from the University of Southern California, specializing in finance and investments, and pursued a Masters degree in Economics, studying under Art Laffer, an advisor to President Reagan. He and his wife, Irene, have been married for 30+ years, have 3 adult children, and remain active in their church and community.Learn more: https://firstfinancial.is/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/greg-welborn-principal-with-first-financial-consulting

Business Innovators Radio
Greg Welborn, Principal with First Financial Consulting

Business Innovators Radio

Play Episode Listen Later Oct 1, 2024 23:31


Greg Welborn is a Principal at First Financial Consulting. He works with individuals and privately-owned businesses on financial planning issues including investment, retirement, and tax planning, among others. With more than 35 years' experience, he has developed a strong track record of providing 100% objective advice, always focusing on the client's best interests.A pioneer in the development of investment consulting services for individual investors, Greg is a respected authority on personal financial issues; he has lectured extensively, written for the Wall Street Journal, Orange County Register & The Los Angeles Daily News, and has assisted NBC's Today Show in their weeklong series, “Money for Women.” Greg is also a member of the Forbes Finance Council and Kiplinger Advisor Collective.Greg Welborn received a Bachelor degree from Occidental College, an MBA from the University of Southern California, specializing in finance and investments, and pursued a Masters degree in Economics, studying under Art Laffer, an advisor to President Reagan. He and his wife, Irene, have been married for 30+ years, have 3 adult children, and remain active in their church and community.Learn more: https://firstfinancial.is/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/greg-welborn-principal-with-first-financial-consulting

IBS Intelligence Podcasts
EP766: Future of Embedded finance is a ‘Build vs Buy' analysis in India

IBS Intelligence Podcasts

Play Episode Listen Later Sep 24, 2024 10:47


Saumya Shah, CEO & Co-founder of TarrakkiIn this episode, Saumya Shah, CEO & Co-founder of Tarrakki, joins Gloria Mathias of IBS Intelligence to discuss the future of embedded finance in India. With embedded finance still in its early stages, how is Tarrakki shaping the future of financial services and revolutionizing the way businesses and consumers engage with investment products?

CHARGE Podcast
Managing Finances for Construction Business Owners | Ep: 344 Timothy Wingate

CHARGE Podcast

Play Episode Listen Later Aug 19, 2024 31:32


Timothy Wingate Jr is the founder, and president of G+F Business & Financial Consulting, a licensed Enrolled Agent, and a construction accountant. Timothy provides specialized accounting and tax services helping business owners gain a better understanding of their finances and costs, allowing them to win better, more profitable bids. With first-hand knowledge of the construction industry, Timothy offers tools and financial guidance to improve his client's understanding of their finances and cash flow. He has a proven track record of success, including increasing a client's gross revenue by 75%, helping a new construction company finance Big CAT equipment in less than a year, and helping a client avoid criminal charges for over $500,000 in back payroll taxes. What problem do we solve? In today's episode, Gary Wilbers talks to Timothy Wingate Jr., a licensed enrolled agent and founder of G Plus F Business and Financial Consulting, about how to effectively manage finances for construction business owners. Small Business Answer Man's Shownotes: Timothy shares his approach to managing finances for construction business owners, highlighting the importance of understanding cost codes, estimating jobs correctly, and having a system in place for recording receipts. He discusses the need for business owners to have a good understanding of their financials, including accounts payable, accounts receivable, and cash flow, in order to make informed decisions about their business. He emphasizes the importance of having a good accountant and working closely with them to ensure that financial planning and tax planning are aligned. Timothy provides practical tips and strategies for construction business owners to overcome common challenges such as missed scheduling, lack of focus, and financial stress. Timothy recommends using a cloud storage system like DEXT to manage receipts and track financial documents. He also suggests having a strategic conversation with your accountant starting in October to plan for tax season. Get access to Timothy's resources on financial management and consulting for construction business owners. Check out Timothy's website for more resources on financial management and consulting for construction business owners. Timothy's Advice for Construction Business Owners: Understand your cost codes and estimate jobs correctly to ensure accurate financial projections. Have a system in place for recording receipts to track cash flow. Work closely with your accountant to ensure financial planning and tax planning are aligned. Focus on managing your thoughts and staying organized to reduce stress and increase productivity.  Connect with Timothy Wingate: Website  Instagram Facebook Linkedln Youtube Take the FREE Business Owners' Life Domain Assessment HERE Clarity Navigator Discovery Session – Sign Up HERE Learn more about Gary's Mastermind group at goascend.biz/the-mastermind-solution

Absolute Business Mindset podcast
From Coffee Shops to Financial Consulting: Brandon Neely's Journey

Absolute Business Mindset podcast

Play Episode Listen Later Aug 5, 2024 53:11


In this insightful episode of Business Growth Talks, host Mark Hayward dives deep into a conversation with Brandon Neely, a financial expert and seasoned entrepreneur. Brandon shares his impressive journey from managing a community-focused coffee shop to steering a thriving financial consulting business. The discussion offers invaluable advice on leveraging the Profit First system, life insurance strategies, and effective financial management for business owners.Throughout the episode, Brandon emphasizes the importance of a business mindset rooted in growth principles. He draws parallels between personal life experiences and business strategies, underlining the significance of community, effective resource management, and ethical economics. Listeners gain a comprehensive understanding of how Brandon's diverse experiences have shaped his business practices and financial insights, making this episode a must-listen for aspiring entrepreneurs and seasoned business owners alike.Key Takeaways:Growth Mindset: Adopting a growth-oriented business mindset is crucial for turning small opportunities into significant achievements.Effective Financial Strategies: Implementing systems like Profit First can enhance business profitability and financial management.Personal and Professional Balance: Maintaining a balance between business and personal life, including setting boundaries, is essential for long-termThe Growth GearExplore business growth and success strategies with Tim Jordan on 'The Growth Gear.Listen on: Apple Podcasts Spotify This Is PropagandaChallenging marketers' delusions about the cultural impact of our work. A WEBBY winner!Listen on: Apple Podcasts Spotify The Brandon T. Adams Audio ExperienceWelcome to The Brandon T. Adams Audio Experience, hosted by entrepreneur, investor,...Listen on: Apple Podcasts SpotifySupport the Show.Do you want to be a guest on multiple podcasts as a service go to:www.podcastintroduction.comFind more details about the podcast and my coaching business on:www.businessgrowthtalks.comDo you want to be a podcaster? Sign up onwww.abmpodcastcourse.co.ukFind me onLinkedIn - https://www.linkedin.com/in/mark-hayw...Facebook - https://www.facebook.com/markjhayward​

Construction Disruption
Contractor Financials Made Simple with Timothy Wingate Jr.

Construction Disruption

Play Episode Listen Later Jul 17, 2024 37:56 Transcription Available


In this episode of the Construction Disruption podcast, host Todd Miller and co-host Ethan Young sit down with Timothy Wingate Jr., founder of G+F Business and Financial Consulting, to discuss the financial struggles commonly faced by construction companies. Timothy shares his journey from working in the field with his father to founding a company that helps construction businesses manage their finances, improve cash flow, and understand the importance of project management software.He also shares his company's unique approach of focusing on construction-specific accounting and offers advice for new business owners. Whether you're a seasoned professional or just starting in the construction industry, Timothy's insights provide valuable guidance for maintaining financial health and achieving long-term success.Timestamps01:43 Meet Our Guest: Timothy Wingate Jr.02:42 Timothy's Journey in Construction and Finance07:08 Challenges Faced by Construction Companies11:19 Specialized Accounting for Construction13:52 Virtual Accounting and Client Relationships17:27 Setting Profit Margins and Business Goals20:57 Choosing the Right Tech for Construction Companies22:38 Choosing the Right Project Management Software24:11 The Importance of Trust in Implementation26:34 Advice for Newcomers in the Construction Industry28:25 Balancing Costs and Growth29:28 The Emotional Cost of Starting a Business30:15 Consulting and Long-Term Relationships31:12 Rapid Fire Questions35:19 Closing Thoughts and Contact InformationConnect with Timothy OnlineWebsite: https://www.gplusf.com/LinkedIn: https://www.linkedin.com/in/twingatejr/For more Construction Disruption, listen on Apple Podcasts or YouTubeConnect with us on Facebook, Instagram, or LinkedInThis episode was produced by Isaiah Industries, Inc.This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrpChartable - https://chartable.com/privacy

Weiss Advice
Personal Branding and Networking Strategies with Murray Beaulieu

Weiss Advice

Play Episode Listen Later Jul 14, 2024 37:11


What impact does embracing humor and networking have on your corporate career and entrepreneurial journey?Today, host Yonah welcomes the dynamic and humorous Murray Beaulieu. With a rich background in the army, high tech, and finance, Murray shares his unique journey from corporate life to entrepreneurship. Known for his knack for networking and injecting levity into the corporate environment, Murray offers insightful anecdotes and practical advice on the importance of building relationships, understanding business credit, and leveraging one's network for success. This conversation is filled with laughter, wisdom, and invaluable tips for anyone navigating the complex worlds of corporate and entrepreneurial endeavors.[00:01 - 08:18] From Army Veteran to High Tech GuruThe importance of discipline and leadership in corporate rolesTransitioning from military to high tech and the value of adaptabilityInsights into operations and finance within Fortune 500 companies[08:19 - 16:07] Humor and Networking in the Corporate WorldUsing humor to break the monotony and build connectionsThe art of networking within a large organizationStrategies for influencing without authority[16:08 - 24:01] Financial Consulting and Entrepreneurial ShiftThe shift from corporate finance to entrepreneurial endeavorsImportance of financial literacy and business creditBenefits of separating personal and business finances[24:02 - 32:38] Building Business Credit and Financial IndependenceStrategies for building a strong business credit profileDifferences between personal and business creditMinimizing personal guarantees to protect personal assets[32:39 - 37:11] The Power of Delegation and Continuous LearningLeveraging your network for business growthImportance of delegating tasks and focusing on strategic goalsContinuous learning and adapting to new challengesConnect with Murray:Website: https://www.trebuchetsolutions.com/LinkedIn: https://www.linkedin.com/in/murraybeaulieu/ LEAVE A 5-STAR REVIEW by clicking this link.WHERE CAN I LEARN MORE?Be sure to follow me on the below platforms:Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.LinkedInYoutubeExclusive Facebook Groupwww.yonahweiss.comNone of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.Tweetable Quotes:"Networking is crucial in a big company; you have to influence people who don't work for you to get things done." – Murray Beaulieu"Humor breaks the monotony and fosters better relationships in the workplace." – Murray BeaulieuSupport the Show.

Titans of the Trades
Breaking Myths in Construction Accounting With Timothy Wingate

Titans of the Trades

Play Episode Listen Later Jun 5, 2024 23:18


In this conversation, Timothy Wingate and Ryan Englin discuss the power of integrating technology into financial and accounting processes in the construction industry. Timothy debunks the myth that doing things the same way is always the best way and emphasizes the importance of finding more efficient methods. Timothy explains how his company, G + F Business and Financial Consulting, helps construction companies implement technology to improve their operations. He highlights the need for clean and accurate financial records as a baseline for implementing technology.Timothy also discusses the role of project management software in streamlining processes and improving communication. He emphasizes the importance of giving oneself time to adapt to new technology and the long-term benefits it can bring to a construction business. Takeaways·Embracing new technology can make a company more efficient and allow for more work-life balance.·Implementing technology can help streamline processes and improve profit margins.·Consultants specializing in construction accounting and technology integration can help companies find the right software and systems to meet their specific needs.·Implementing technology requires time and patience, but the long-term benefits, such as increased efficiency, improved reporting, and the ability to focus on business development, make it worthwhile. Chapters03:32 Inefficient Processes in the Construction Industry04:26 The Role of Consultants in Implementing Technology05:22 Customizing Technology for Different Construction Businesses06:21 Assigning Roles and Responsibilities in Technology Implementation07:21 Transitioning from a One-Person Operation to a Company08:23 The Cost of Manual Processes and the Benefits of Automation13:04 The Importance of Daily Logs in Project Management16:18 The Time and Patience Required for Technology Implementation19:07 The Importance of Giving Yourself Time to Adapt20:18 The Impact of Technology on Business Growth and Success Connect With Timothy:Website: https://www.gplusf.com/LinkedIn: https://www.linkedin.com/in/twingatejr/ Support Titans of the Trades: If you found this episode insightful, please subscribe, share, and leave a review for Titans of the Trades. Your support goes a long way in helping us bring more impactful discussions your way.

The Unique CPA
Passion and Experience: Building a Niche Firm

The Unique CPA

Play Episode Listen Later May 28, 2024 39:50 Transcription Available


On Episode 138 of The Unique CPA, join host Randy Crabtree as he chats with Timothy Wingate Jr., founder of G+F Business and Financial Consulting, about his journey from wanting to be the next Doogie Howser to creating a niche accounting practice focused on the construction industry. Timothy's father worked in construction, so his experience runs deep and across generations, so his insights on niching, work-life balance, and effective marketing strategies are sure to be relevant to any accounting firm that is looking to drill down. Get the full show notes and more resources at TheUniqueCPA.com

Passive Income Pilots
#58 Tax Tactics: The TOP 5 Ways Pilots Can Save with Toby Mathis

Passive Income Pilots

Play Episode Listen Later May 7, 2024 53:34


Welcome back to Passive Income Pilots! In this episode we delve into essential tax strategies tailored specifically for pilots. With the expertise of Toby Mathis from Anderson Advisors, we explore five key ways you can reduce your tax liability effectively. Toby brings his depth of tax knowledge directly to our pilot audience, discussing everything from maximizing deductions to strategic asset management. Additionally, we'll cover an intriguing opportunity for pilots interested in aircraft ownership—how purchasing an airplane can not only serve personal and professional needs but also offer significant tax advantages. If you're looking to navigate the complexities of taxes with ease and make informed decisions that could save you thousands, this episode is your must-listen guide.Timestamped Show Notes:(00:00) - Introduction to the episode with hosts Tait and Ryan.(01:29) - Introduction of the guest, Toby Mathis, and discussion on tax and legal workshops.(04:02) - Explanation of tax brackets and progressive tax systems.(05:13) - Discussion on aircraft ownership, benefits, and deductions related to taxes.(10:24) - Detailed analysis of leasing aircraft and tax implications.(17:15) - Strategies for pilots to utilize aircraft ownership for tax advantages.(23:46) - Overview of various tax reduction strategies and charitable giving.(28:36) - Introduction to tax and legal workshops offered by Toby's firm.(32:02) - Five top tax tips for pilots including HSA benefits.(44:58) - Discussion on solo 401k benefits and other tax-deferred accounts.(53:15) - Conclusion and thanks to guest Toby Mathis.Resources Mentioned:Tax & Asset Protection WorkshopDallas Conference June 27-29Remember to subscribe for more insights at PassiveIncomePilots.com!Join our growing community on FacebookCheck us out on Instagram @PassiveIncomePilotsFollow us on X @IncomePilotsGet our updates on LinkedInHave questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!Legal DisclaimerThe content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions. The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts. Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended. Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing.

The Heart of Law
3.12: Developing the Deal: Client Partnerships that Redefine the Legal Field

The Heart of Law

Play Episode Listen Later Mar 28, 2024 49:02


In a world obsessed with the big picture, discover how one consultant's passion for deconstructing complex challenges into smaller, manageable pieces redefines success in the realm of legal consulting and mass tort litigation. Join us for an exceptional episode of the Heart of Law as our experienced host, Mirena Umizaj, sits down with Crystal Utley, founder, and CEO of Bespoke Consulting and Capital, to explore her transformative professional journey from the healthcare industry to spearheading one of the most influential legal administrations in mass torts and personal injury. Together, they explore the intricacies of litigation finance, operational strategies, and the evolving landscape of mass torts to shed light on the innovative solutions driving efficiency and justice in the legal realm.  At the forefront of Bespoke Consulting and Capital, Crystal Utley has carved a distinguished path as an executive with over two decades of experience spanning the health and legal sectors. Beginning her journey as a nurse practitioner, she made a pivotal transition to the legal industry, where she specialized in reviewing complex tobacco cases. In 2010, her expertise garnered even greater recognition when she was entrusted with establishing a medical review team for the 9/11 World Trade Center First Responders settlement. Guided by her leadership, she assembled a team of 60 nurses, created an innovative review platform, instituted stringent processes, and set up a comprehensive quality control system that enabled plaintiff attorneys to effectively settle cases through the special master. Building on this success, Crystal embraced leadership roles to revitalize underperforming teams, eventually guiding her company's mass tort division to unprecedented heights, where she managed over 300 employees. In 2022, Crystal founded Bespoke Consulting and Capital, where she continues to break new ground as the CEO, spearheading fundraising, strategic initiatives, and client development. As they begin their insightful exchange, Mirena delves into Crystal's profound transition to the legal profession, a decision deeply influenced by her extensive involvement in child abuse cases as a pediatric nurse practitioner. This unique vantage point enabled Crystal to collaborate closely with law enforcement and attorneys, leveraging her medical expertise to elucidate the nature of injuries, thus aiding legal professionals in understanding the complexities of each case. Crystal's enthusiasm for unraveling complex medical conditions for legal purposes ignited her intellectual curiosity, leading her to ponder the broader applications of her skills within the legal sphere. Mirena, intrigued, probes further into what aspects of the legal world captivated Crystal. In response, Crystal reflects on her fascination with deconstructing complex concepts into manageable components, illustrating her systematic approach to understanding and solving problems by operationalizing theoretical concepts into practical actions.  As the dialogue progresses, Mirena delves into the intricacies of the mass torts industry, seeking Crystal's insights on the obstacles and opportunities that define this complex field. In response, Crystal emphasizes the challenges posed by the current state of technology and data handling in the sector, underscoring the industry's urgent need for innovation and improvement to overcome these inherent bottlenecks. Mirena concurs, adding her perspective on the operational struggles within the legal industry, emphasizing how inefficiencies and a lack of evolved business practices significantly impact client retention and litigation outcomes. As the conversation deepens, Mirena steers the discussion toward the foundation of Bespoke Consulting and Capital, prompting Crystal to recount how a pivotal conversation with a colleague, discussing the financial struggles of firms, sparked the idea to leverage her background to facilitate change. Crystal further highlights that the essence of Bespoke's achievements isn't merely the financial resources they've garnered but, more significantly, the team she's built. Echoing Crystal's sentiment, Mirena acknowledges the paramount importance of team dynamics, reinforcing the belief that while achieving success is rewarding, the journey with like-minded individuals is invaluable. As the conversation wraps up, Mirena shifts the focus to Crystal, inquiring about Bespoke's business model and ideal client profile. Crystal explains that their ideal client is "someone we can help, who seeks more than just financial assistance but a partnership." She highlights Bespoke's commitment to crafting tailored solutions through detailed analysis, focusing on the significance of supporting back-office operations for growth and success. Crystal notes that while they prefer early-stage firms, they are open to firms at any stage, whether they're just starting, expanding, or facing challenges. Thus, as the episode ends, she leaves listeners with a motivating thought, declaring that the "sky is the limit" for anyone ready to contribute to this challenging yet rewarding field, stressing the need for innovative solutions beyond legal expertise to foster justice and support.

Biz-eWerk
"Steven Huskey - Huskey Financial Consulting" Biz-eWerk Podcast S4E77

Biz-eWerk

Play Episode Listen Later Mar 21, 2024 16:16


Providing financial advice is a personalized experience, unique to each person. Steven Huskey from Huskey Financial Consulting works specifically with healthcare professionals to build a custom, profession-based financial strategy. In this episode of Biz-eWerk, we discuss Steven's career journey, what it means to be a CExP Certified Exit Planner, and his podcast, Portfolio Pulse. --- Send in a voice message: https://podcasters.spotify.com/pod/show/biz-ewerk/message

Living the Dream with Curveball
Living the dream with author, former Marine Corps Captain and college professor Jayson Downing

Living the Dream with Curveball

Play Episode Listen Later Feb 14, 2024 23:08 Transcription Available


Embark on a profound journey with former Marine Captain, author, and professor Jayson Downing, as he shares his remarkable story on "Living the Dream with Curveball." Delve into the ethos of a warrior and discover how Jayson transitioned from the battlefield to the classroom, shaping the lives of others through his teachings and his book, "Awakening the Warrior Spirit." This episode promises to inspire and ignite a fire within, as Jayson discusses the importance of living with purpose, honor, and integrity.www.thewarriorjournal.com

Contractor Radio - The Business Strategy Source for Home Services Contractors
Financial Wisdom for Contractors with Timothy Wingate

Contractor Radio - The Business Strategy Source for Home Services Contractors

Play Episode Listen Later Oct 19, 2023 50:38


This week on Contractor Radio, Jim sits down with Timothy Wingate to discuss one thing a lot of contractors do their best to avoid, finance. Having a strong understanding of how to delegate your financials  to an expert  or have the knowledge (and time) to focus on your business's financials plays a key part in gaining freedom for yourself and your business. Timothy get's into some great questions to ask yourself about your business's financials and when it may be time to hire a professional and drops some financial wisdom on listeners on this week's episode.   About our Guest: Timothy Wingate Jr. is the founder and president of G+F Business & Financial Consulting. He is a licensed Enrolled Agent and construction accountant. In May 2016, he founded G+F, recognizing the need for specialized accounting and tax services for construction companies. Many construction businesses struggle to bridge the communication gap between their work in the field and their back office. With first-hand knowledge of the construction industry and a deep understanding of taxes and finances, Timothy provides tools, advice and financial guidance to his clients so they better understand their finances and improve their cash flow.Timothy is a QuickBooks Online Certified ProAdvisor and was a member of the Intuit Tax Council from 2019 to 2022. He earned a bachelor's degree in business administration with a concentration in finance from the University of South Florida. He is also a member of the Construction Financial Management Association. Timothy worked for many years with his father, a licensed general contractor since 1984, giving him plenty of first-hand knowledge of the construction industry. Timothy lives in West Palm Beach, Florida, with his wife and three sons. There he also served as chief operating officer and chief financial officer for a long-standing nonprofit. Connect with TimothyWebsite: http://www.gplusf.com/ Linkedin:https://www.linkedin.com/company/gplusf/ Instagram: https://www.instagram.com/g_plus_f/Facebook:https://www.facebook.com/gplusfYoutube: https://www.youtube.com/channel/UC2Jfeno5_vm_wy8LcmivAmQCheck out MOMNT: https://pages.momnt.com/contractorcoachproGet a Free Assessment of your business here: https://bit.ly/CTR-podcastFollow us on social media!Facebook: https://www.facebook.com/contractorcoachproYoutube: https://www.youtube.com/c/ContractorCoachPROInstagram: https://www.instagram.com/contractorcoachproLinkedIn: https://www.linkedin.com/company/contractorcoachproPodcast Facebook: https://www.facebook.com/contractorradioTOP REP Facebook: https://www.facebook.com/topreptrainingThe host of Contractor Radio, Jim Johnson, is also a best selling author! Get his book here so you can get control, grow and achieve freedom: Click Here for Contractor's Blueprint

The Engineering Career Coach Podcast
TECC 314: How to Get the Most Out of Your Construction Project Management System

The Engineering Career Coach Podcast

Play Episode Listen Later Oct 17, 2023 28:13


In this episode, we talk with Timothy Wingate Jr., EA, the founder and president of G+F Business & Financial Consulting, about the challenges and strategies related to communication, finance, and technology in a construction project management system. ***The video version of this episode can be viewed here.*** Engineering Quotes: Here Are Some of the Key […] The post TECC 314: How to Get the Most Out of Your Construction Project Management System appeared first on Engineering Management Institute.

Bobs Your Uncle Podcast
Suzanne Scullion of GRACE Financial Consulting

Bobs Your Uncle Podcast

Play Episode Listen Later Aug 21, 2023 18:07


What a delightful and informed woman speaking about coaching in Finances! Such a needful task in our over-spending days. She lives in Virginia and can help anyone anywhere. Contact her through her website: https://gracefinancialcoaching.com/ OR listen to her podcast:  Lessons Learned Podcast: The Dumbest Thing I've Ever Done with Money. Historical marker includes Henry Tudor ended the War of the Roses. And liquid soap was invented and patented. Support the showThanks for listening. Please share the pod with your mates, and feel free to comment right here! Write to Bob on his email -- bobmendo@AOL.comLink to https://www.facebook.com/profile.php?id=100078996765315 on Facebook. Bobs Your Uncle features the opinions of Bob Mendelsohn and any of his guests.To financially support the podcast, go to the Patreon site and choose Gold, Silver or Bronze levels. Thanks for that! https://www.patreon.com/BobsYourUncle To read Bob's 1999 autobiography, click this link https://bit.ly/StoryBob To see photos of any of Bob's guests, they are all on an album on his Flickr site click here: https://www.flickr.com/photos/bobmendo/albums/72177720296857670

The Building Code
Protecting profit: How to increase your revenue by 15%

The Building Code

Play Episode Listen Later Aug 10, 2023 39:45


Episode 187: On today's episode of “The Building Code,” Zach and Charley are chatting with Timothy Wingate Jr., founder and president of G+F Business & Financial Consulting in West Palm Beach, Florida. Timothy gained firsthand knowledge of the construction industry from watching his dad run his own contracting business. He understands the challenges and now has a passion for helping construction companies find long-term sustainability, profitability and success. Listen to the full episode to hear more about how to take control of your accounting processes and ensure long-term financial success for your construction business.   Join “The Building Code” Facebook group: https://www.facebook.com/groups/thebuildingcodecrew/   Follow us on social: Instagram: https://www.instagram.com/buildertrend/ Facebook: https://www.facebook.com/buildertrend/ Twitter: https://twitter.com/buildertrend LinkedIn: https://www.linkedin.com/company/buildertrend/  

SimiTree Health 360
Live! A Chat With Healthcare's Top Minds: SimiTree CEO and Friends

SimiTree Health 360

Play Episode Listen Later Aug 8, 2023 14:05


Live from the vibrant city of New Orleans, Louisiana, Nick Seabrook, Managing Principal, SVP, Consulting, SimiTree brings an exclusive look into the recent NAHC Financial Managers Conference. Joined by a lineup of industry experts, including Bill Simione, CEO and Managing Principal of SimiTree, Rob Simione, Principal, SVP Consulting, Natalie Alexander, Senior Manager, Cost Reports, and Brian Harris, Consulting Director, RCM, the team delve into the news surrounding Medicare Advantage and the proposed rule. Discover the optimism and enthusiasm buzzing through the conference as we explore the future of home care and hospice. Tune in for this episode, Live! A Chat With Healthcare's Top Minds: SimiTree CEO and Friends.    View our free on-demand webinars on this topic: https://bit.ly/3JVWjIK    Follow us on social media!  LinkedIn: https://bit.ly/3AKyKxp  Twitter: https://bit.ly/3LQqemV  Facebook: https://bit.ly/3Lt4goj   Nick Seabrook, Managing Principal, SVP Consulting  Nick Seabrook helps SimiTree promote excellence to home health and hospice organizations. As the Managing Principal at SimiTree responsible for the oversight of the Consulting division, he helps over 250 employees serve 500 active clients to make SimiTree the largest consulting company in home health and hospice with consultative, outsourcing and talent solutions.   William J. Simione III, CEO  Bill is dedicated to home care and hospice business improvement, heading SimiTree's consulting product and service delivery efforts in those essential categories. He previously managed Simione's Financial Consulting division, and he has been actively involved in the home care and hospice industry for more than 25 years.   Robert Simione, CPA, Principal, SVP Consulting  Robert Simione is a Principal at SimiTree, with more than 11 years of progressive accomplishments and leadership in finance, operations and data analytics to support the home health and hospice industry. As an experienced leader in financial and operational performance improvement with expertise in organizational assessment, budget and financial management.   Natalie Alexander, Senior Manager  Natalie is a highly skilled and experienced healthcare consultant, bringing with her a wealth of knowledge and expertise in the intricate world of healthcare accounting. With a passion for the healthcare industry, she has dedicated her career to unraveling the complexities of financial management within the healthcare sector.   Brian Harris, Consulting Director  Brian Harris is an experienced professional in the post-acute healthcare community, and an active member in industry-wide thought leadership & education. Serving as a Consulting Director on the SimiTree team, which helps post-acute organizations raise performance levels and realize revenue potential in a complex market. 

Rainmaker For Contractors Podcast
Rainmaker For Contractors Podcast - Episode 32 "Timothy Wingate, Jr. "Organizational Excellence - Unleashing Business Orderliness for Success"

Rainmaker For Contractors Podcast

Play Episode Listen Later Jul 10, 2023 26:42


In this episode, our host Bill Crawford interviews Timothy Wingate, Jr. fromG+F Business & Financial Consulting, LLC. Timothy talks about how you need to streamline your business's organizational process to achieve maximum success.  G+F Business & Financial Consulting, LLC:https://www.gplusf.com/ Download The Podcast:bit.ly/3XItGUWYouTube:https://youtu.be/jrLAUG33B7UListen On iTunes, Spotify, and More:https://bit.ly/3WFA0dFVisit Rainmaker For Contractors:https://rainmakerforcontractors.com/Check Out Our Podcast Page:https://rainmakerforcontractors.com/podcast/

The Commercial Landscaper Podcast
Interview with Timothy Wingate Jr., Founding President of G+F Business & Financial Consulting LLC

The Commercial Landscaper Podcast

Play Episode Listen Later Jun 27, 2023 29:45


Timothy Wingate Jr. is the founder and president of G+F Business & Financial Consulting. He is a licensed Enrolled Agent and construction accountant. In May 2016, he founded G+F, recognizing the need for specialized accounting and tax services for construction companies. Many construction businesses struggle to bridge the communication gap between their work in the field and their back office. With first-hand knowledge of the construction industry and a deep understanding of taxes and finances, Timothy provides tools, advice and financial guidance to his clients so they better understand their finances and improve their cash flow.  Timothy is a QuickBooks Online Certified ProAdvisor and was a member of the Intuit Tax Council from 2019 to 2022. He earned a bachelor's degree in business administration with a concentration in finance from the University of South Florida. He is also a member of the Construction Financial Management Association. Timothy worked for many years with his father, a licensed general contractor since 1984, giving him plenty of first-hand knowledge of the construction industry.  Timothy lives in West Palm Beach, Florida, with his wife and three sons. There he also served as chief operating officer and chief financial officer for a long-standing nonprofit.

What's Working Now
88. Ethical Capital Raising: Key Strategies to Raise Funds with Integrity

What's Working Now

Play Episode Listen Later Jun 20, 2023 44:25


Having that yearning to "make it" as soon as possible is a temptation that tickles every entrepreneur. Looking for shortcuts and faster way to your goals deviates you from the right path you're supposed to take. In this episode of What's Working Now? Ryan Miller of Pentium Capital Advisory teaches us about strategies in raising capital with integrity at the core. Learn about the wisdom of taking time for value matching in looking for business partners and investors. Key Takeaways from this episode:o The biggest misconceptions in raising capital.o Sell the sizzle, not the steak.o Conversation, not the presentation.o On being different, with integrity.o Defining the end goal from the beginning.o Look for values not just skills.o A true parable about taking a shortcut.About Ryan Miller:Ryan Miller is a Venture Capital & Angel investor in technology, placement growth of 5200% ROI in 6 years. Founder & Managing Director at Pentium Capital Advisory Inc. Specializing in Financial Consulting and VC syndication. Chief Financial Officer a National, award-winning InsurTech company. Managed and mentored approx. 200 professionals while serving in this role. Mentored over 200 emerging fund managers to start and scale their investment funds, totaling around $4B in funds raised to date. Managed $250M Technology Portfolio BSc. & Master of Financial Management.Connect with Ryan Miller:Website: https://pentiumcapitalpartners.com/Instagram: https://www.instagram.com/makingbillionspodcast/LinkedIn: https://www.linkedin.com/in/rcmiller1/?originalSubdomain=caAbout Katie Richardson:Katie, once a girl who just liked to have fun, transformed into a globally recognized designer and entrepreneur. With expertise in woodworking, welding, drawing, and sewing, she crafted her own path. Despite initial doubts and imposter syndrome, Katie defied expectations by establishing Puj, a business that now boasts its products in 2,000 US stores and 26 countries, delighting over 1 million customers worldwide. Her greatest aspiration is to inspire women across the globe. Renowned shows like the Ellen Degeneres Show, Rachael Ray Show, Today Show, and Entrepreneur Magazine have featured her, while influential figures like Martha Stewart, Matt Damon, Camilla Alves, Mario Lopez, Robert Downey Jr., Kourtney Kardashian, Bill & Giuliana Rancic, and Pam Beesley have embraced her products. Today, Katie is a coach, mother of four, wife, author, and powerful speaker.Today Katie is a Coach to Entrepreneurs, Mom to four, Wife, Author, and a Powerful Speaker.To connect with Katie:Website: https://katierichardson.com/LinkedIn: https://www.linkedin.com/in/katie-richardson-creatorApple Podcasts: https://podcasts.apple.com/us/podcast/whats-working-now/id1515291698BuzzSprout: https://www.buzzsprout.com/1847280Spotify: https://open.spotify.com/show/2kV8cL7eTZ70UAXMOtcBbr

Construction Genius
Building A Financially Strong Construction Business With Timothy Wingate Jr.

Construction Genius

Play Episode Listen Later May 30, 2023 35:04


Building a financially strong construction business requires mastering job costing, strategic credit solutions, and effective communication between the field and the back office. But achieving this goal requires careful attention to every aspect of your financial management. In this episode, Timothy Wingate Jr., Founder and President of G+F Business and Financial Consulting, explores the world of construction accounting. Timothy shares his firsthand knowledge of the industry, discussing everything from managing your cash flow to strategic credit solutions. He explores crucial topics like calculating margins, securing loans/credit, and improving communication between the field and the office. As Timothy emphasizes, if you build it, you deserve to get paid for it. Tune in now and learn how to build a financially strong construction business.

The Cashflow Contractor
158 - The Power of Financial Systems for Contractors with Timothy Wingate, Jr.

The Cashflow Contractor

Play Episode Listen Later May 4, 2023 70:05


Is it a constant struggle to keep your business afloat? One of the most common business killers in the construction industry is the lack of a good financial system. Listen in as Martin and Khalil welcome Timothy Wingate, Jr., founder, and president of G+F Business & Financial Consulting, to share his expertise in Construction Financial Management. Time Stamps 00:47 - Episode Intro 02:42 - How Tim Got Into Construction Accounting 05:43 - Things to Consider in Your Business Finances 11:49 - Utilizing Software for Project Management 19:02 - Improving Your Business Processes 22:41 - Working With a Construction Accountant 28:38 - Let's Talk About Margins 36:02 - Project Bids & Markups 43:09 - Margins vs. Markups 45:38 - Salaries & Revenues 49:03 - Borrowing Money for Your Business 52:49 - Getting Invoices Out 55:47 - Work with Tim 01:08:16 - How to Get in Touch with Tim Quotable Moments “You will spend more of your time, and by that I mean your mental capacity and your stress time, on things that have nothing to do with what you do.” - Martin Holland “Scheduling is one of those things that is a skill. And I would say estimating is more of an art form.” - Timothy Wingate, Jr. “People need to up their skills in scheduling, because that can kill profit margins. That can kill your business if you just don't get it right.” - Timothy Wingate, Jr.  “A huge part of the reason why jobs don't get done on time is because you weren't prepared for the job.” - Khalil Benalioulhaj “I consider myself a therapist for my clients just because of all the other things that come with the job.” - Timothy Wingate, Jr. “What you spent the loan for may be an expense, but paying it back is not.” - Martin Holland “Just the value of someone understanding truly how to operate your business and that works with other contractors that are successful is so valuable” - Khalil Benalioulhaj Resources Need Marketing Help? We Recommend Benali Watch On Youtube Follow On Social: LinkedIn, Facebook, Instagram Subscribe To Our Newsletter, The Countdown Have Questions? Email us More from Timothy Wingate, Jr.  G+F Business & Financial Consulting LLC Instagram Facebook LinkedIn YouTube More from Martin theprofitproblem.com annealbc.com    Email Martin Meet With Martin LinkedIn Facebook Instagram More from Khalil benali.com  Email Khalil Meet With Khalil LinkedIn Facebook Instagram More from The Cashflow Contractor Ask Us A Question Sign Up For A Free Consultation thecashflowcontractor.com  Email The Cashflow Contractor LinkedIn Facebook Instagram

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Raise Money Faster With Data Rooms - Ryan Miller

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Mar 6, 2023 13:02 Transcription Available


Have you ever pitched investors and got them excited only to find out that closing out an investment round into your company took way too long? Well, in this week's episode of Making Billions, I'm going to share with you how to set up a data room. This strategy is used by some of the best founders and fund managers to accelerate due diligence and close investors faster so that you can get well on your way in your pursuit of Making Billions.WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: Just a few minutes of me helping you level up!?![THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totaling nearly $1B in funds raised to date. In addition to mentoring emerging fund managers, Ryan has managed a $250M portfolio of technology investments & start-ups. He has a BSc. in Finance and a Master of Financial Management and he is currently the Founder & Managing Director at Pentium Capital Partners specializing in Financial Consulting and Venture Capital investments.                                                                                                              DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.Support the show

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Nimble Gravity - Juicing Exit Multiples with Digital Due Diligence and Sales Conversions

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Feb 27, 2023 27:00 Transcription Available


Have you ever wondered how these massive companies generate world class sales online? Or perhaps your private equity investor that needs special due diligence on potential targets, ecommerce and web funnels? Well, in this week's episode of making billions I bring on my dear friend Matt Ranta. Matt is the head of practice at an E-commerce due diligence firm called nimble gravity join Matt and I as we discuss the key things you can do to unlock massive value in your own ecommerce company or target firms for you private equity carnivores out there. Performing proper due diligence while increasing sales conversion rates are all skills we need in our pursuit of Making Billions.WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: Matt Ranta is a Partner & Head of practice of Ecommerce and Digital Transformation at Nimble Gravity.  His work helps private equity fund managers to find areas of profit and loss through digital operations.[THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totaling nearly $1B in funds raised to date. In addition to mentoring emerging fund managers, Ryan has managed a $250M portfolio of technology investments & start-ups. He has a BSc. in Finance and a Master of Financial Management and he is currently the Founder & Managing Director at Pentium Capital Partners specializing in Financial Consulting and Venture Capital investments.                                                                                                              DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.Support the show

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
OENO Investments - 5x Return from Wine & Whiskey Private Equity - Maxwell Nee

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Feb 20, 2023 26:28 Transcription Available


Have you ever wondered how the best companies raise capital?  Ever wish you had that edge that private equity and venture capital investors have been CRAVING. Whether you're an Entrepreneur building your Startup, Private Equity Fund, or Venture Capital Fund, you will have the potential to blow the minds of your investors by providing tax-preferred returns using opportunity zone tax law to its fullest legal extent.  You don't want to miss this show.  In this week's episode of Making Billions, David Sillaman is about to knock your socks off!WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: Maxwell Nee is the Managing General Partner of OENO Wine & Whisky Investment Fund. Its an Estimated $100M fund that focuses on building double digit returns in the Wine & Whiskey Investment Space.[THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totaling nearly $1B in funds raised to date. In addition to mentoring emerging fund managers, Ryan has managed a $250M portfolio of technology investments & start-ups. He has a BSc. in Finance and a Master of Financial Management and he is currently the Founder & Managing Director at Pentium Capital Partners specializing in Financial Consulting and Venture Capital investments.                                                                                                              DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.Support the show

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Eazy OZ Opportunity Zones - Investors Making Billions From This Tax Loophole

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Feb 6, 2023 42:36 Transcription Available


Have you ever wondered how the best companies raise capital?  Ever wish you had that edge that private equity and venture capital investors have been CRAVING. Whether you're an Entrepreneur building your Startup, Private Equity Fund, or Venture Capital Fund, you will have the potential to blow the minds of your investors by providing tax-preferred returns using opportunity zone tax law to its fullest legal extent.  You don't want to miss this show.  In this week's episode of Making Billions, David Sillaman is about to knock your socks off!WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: David Sillaman is the founder of Eazy OZ funds.  He is a national expert on opportunity zones.  His work dispels the myth that this is only for real estate.  Opportunity zones work with private equity funds, venture capital funds, real estate investments and more. By leveraging David's teachings, you too can be well on your way in Making Billions.[THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totaling nearly $1B in funds raised to date. In addition to mentoring emerging fund managers, Ryan has managed a $250M portfolio of technology investments & start-ups. He has a BSc. in Finance and a Master of Financial Management and he is currently the Founder & Managing Director at Pentium Capital Partners specializing in Financial Consulting and Venture Capital investments.                                                                                                              DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.Support the show

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
SuGo Capital -$500M Private Equity Fund Shares Growth Hacks

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Jan 30, 2023 51:35 Transcription Available


Have you ever wondered how the best companies scale?  Ever wish you could sit down with an Executive and learn their system? Well in this week's episode of Making Billions, I bring on Sarah Sullivan from the Private Equity Fund, SuGo Capital.  Sarah will speak on the growth hacks she used to grow SuGo Capital into a $500M fund in 3 years.WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: Sarah Sullivan is the founder and CEO of SuGo Capital.  A $500M AUM investment fund out of California that focuses on Real Estate and Cash Flow investments. Sarah's fund - SuGo Capital - has produced and average 33% ARR. [THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totaling nearly $1B in funds raised to date. In addition to mentoring emerging fund managers, Ryan has managed a $250M portfolio of technology investments & start-ups. He has a BSc. in Finance and a Master of Financial Management and he is currently the Founder & Managing Director at Pentium Capital Partners specializing in Financial Consulting and Venture Capital investments.                                                                                                              DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.Support the show

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
ClearSummit - How Venture Capital Deploys Rapid Innovation

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Jan 23, 2023 27:08 Transcription Available


Have you ever wondered how the best startups and Venture Capital funds rapidly innovate to create products that dominate their market? Well in this week's episode of Making Billions, I bring on Shane Zillinskas from the Micro Venture Capital Firm, Clear Summit.  Shane will speak on how to implement rapid innovation for successful investments and products.WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: Shane Zilinskas is a software engineer turned entrepreneur. In the early years of his career, he acquired a wide range of experience by working for companies in the media, health, fintech, and aviation industries. He used these experiences to conceptualize, build and sell his SaaS and mobile technology companies.In 2014, Shane co-founded ClearSummit, a product-first development, and design agency. Over the last 8 years, his team has built products that serve millions of active users, won several awards for app quality, and supported companies raising $200m+ in funding.[THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totaling nearly $1B in funds raised to date. In addition to mentoring emerging fund managers, Ryan has managed a $250M portfolio of technology investments & start-ups. He has a BSc. in Finance and a Master of Financial Management and he is currently the Founder & Managing Director at Pentium Capital Partners specializing in Financial Consulting and Venture Capital investments.                                                                                                              DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.Support the show

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
How to Negotiate and Dominate Your Next Private Equity & Venture Capital Deal - Corey Kupfer

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Jan 16, 2023 45:34 Transcription Available


Have you ever wondered how the best negotiators get past the impossible and close deals or investors of their dreams? Well, in this week's episode, I bring on my dear friend Corey Kupfer, Corey is the author of the best-selling book authentic negotiating. He brings us into a masterclass on closing deals, investors, or new partnerships.WANT TO LEARN HOW THE BEST VC INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 30 years of professional deal-making and negotiating experience as a successful entrepreneur, attorney, consultant, author, and professional speaker. He is the founder and principal of Kupfer & Associates, PLLC, a leading corporate and deal law firm; the founder and CEO of DealQuest, a speaking, training, and consulting company committed to inspiring authenticity in business; the author of the Amazon best-selling book Authentic Negotiating: Clarity, Detachment & Equilibrium - The Three Keys To True Negotiating Success & How To Achieve Them. He is also the creator and host of the DealQuest Podcast.[THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totaling nearly $1B in funds raised to date. In addition to mentoring emerging fund managers, Ryan has managed a $250M portfolio of technology investments & start-ups. He has a BSc. in Finance and a Master of Financial Management and he is currently the Founder & Managing Director at Pentium Capital Partners specializing in Financial Consulting and Venture Capital investments.                                                                                                              DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.Support the show

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Smashing Through Barriers to Bring Huge Returns for the Average Investor - Craig Cecellio

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Sep 19, 2022 37:46 Transcription Available


In this week's episode, I bring on my dear friend Craig Cecellio. Craig is the Founder and CEO of an estimated $100M fund known as DiversyFund.com.  Join Craig and me as we cover how he is bringing those juicy private investments, traditionally reserved for the mega-rich, out of obscurity and into the mainstream for all investors to enjoy.  You don't want to miss itLIMITED TIME OFFER: SUBSCRIBE FOR FREE TO GET OUR ECONOMIC RESEARCH REPORTS:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterLearn to Launch your own Fundhttps://www.fundlaunchlive.com/2022?affiliate_id=3730376BlockFi Pays You Interest on Your Crypto Savings Account:https://app.blockfi.com/signup/?ref=155c31ecSubscribe to YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Email: ryan@pentiumcapitalpartners.comWebsite: pentiumcapitalpartners.com[MY GUEST]: Craig Cecellio is the Founder and CEO of DiversyFund.com[THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totaling nearly $1B in funds raised to date. In addition to mentoring emerging fund managers, Ryan has managed a $250M portfolio of technology investments & start-ups. He has a BSc. in Finance and a Master of Financial Management and he is currently the Founder & Managing Director at Pentium Capital Partners specializing in Financial Consulting and Venture Capital investments.The private equity podcast for startups and venture capital investors.                                                                                                                    DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Unbelievable $800M Raised From a Little Known U.S. Immigration Law - George Ekins

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Sep 12, 2022 38:32 Transcription Available


In this week's episode, I bring on my dear friend George Ekins. George is the Co-Founder of an $800M American Dream Fund. Join George and me as he walks us through an obscure clause in the US immigration law that has allowed him to raise an insane amount of money.LIMITED TIME OFFER: SUBSCRIBE FOR FREE TO GET OUR ECONOMIC RESEARCH REPORTS:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterLearn to Launch your own Fundhttps://www.fundlaunchlive.com/2022?affiliate_id=3730376BlockFi Pays You Interest on Your Crypto Savings Account:https://app.blockfi.com/signup/?ref=155c31ecSubscribe to YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Website: pentiumcapitalpartners.com[MY GUEST]: George Ekins is the Managing Member of American Dream Investment Holdings, LLC (“ADIH”). ADIH has a family of private equity vehicles in real estate ranging from EB-5 investments in debt and equity and multifamily equity funds. The ADIH portfolio of equity under management exceeds USD 800 million. Before his present career, Ekins lived in China operating manufacturing facilities and managing international exports in China and Taiwan. Mr. Ekins is a former board member of the Association to Invest in the USA (IIUSA), the national trade association of EB-5 Regional Centers, where he currently sits on the President's Advisory Counsel. Ekins is an invited speaker at conferences worldwide to discuss the latest trends in EB-5 financing, capital raising, and real estate investments.[THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totaling nearly $1B in funds raised to date. In addition to mentoring emerging fund managers, Ryan has managed a $250M portfolio of technology investments & start-ups. He has a BSc. in Finance and a Master of Financial Management and he is currently the Founder & Managing Director at Pentium Capital Partners specializing in Financial Consulting and Venture Capital investments.                                                                                                             DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.

Let your credit drive the boat - Interview with Ceo Of Driven Financial Consulting

"The YMIT Podcast" Young Millionaires In Training

Play Episode Listen Later Sep 5, 2022 60:13


In this episode we sit down with the CEO of Driven financial consulting. He drops some major gems and secrets of how credit works and how to move in the credit game. If you want to improve your credit you can not miss this episode. John Trone, Helping New & Established Business Owners Restore, Improve, and Build Both Their Personal and Business Credit. You can reach me atJohntrone@creditdidthat.comor855-551-8272 Make sure to follow all of his social media below https://workwithjohntrone.com/socialquicklinks --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/warren-ganues7/support

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Massive 70,000% ROI from MicroCap Investing - Mariusz Skonieczny

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Sep 5, 2022 40:16 Transcription Available


In this week's episode, I bring on Mariusz Skonieczny. Mariusz is the founder and CEO of MicroCapExplosions.com as well as the author of 11 books on investing and equity analysis. Join us as he walks us through how he made 70,000% ROI by investing in Microcap stocks.   You don't want to miss it.LIMITED TIME OFFER: SUBSCRIBE FOR FREE TO GET OUR ECONOMIC RESEARCH REPORTS:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterLearn to Launch your own Fundhttps://www.fundlaunchlive.com/2022?affiliate_id=3730376BlockFi Pays You Interest on Your Crypto Savings Account:https://app.blockfi.com/signup/?ref=155c31ecSubscribe to YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Website: pentiumcapitalpartners.com[MY GUEST]: Mariusz Skonieczny is the founder of Classic Value Investors and MicroCap Explosions and the creator of Value Investing University. He is also the author of 11 books on the subject of investing. MicroCap Explosions is a private membership website where he shares his investment ideas with the members.He graduated from Indiana University in 2003 with a finance degree. In 2009, he started with $10,000. By 2019, he reached $1.1 million. Coronavirus knocked it down to $500,000. So from 2009 to 2019, his investment return was about 100x. By March of 2021, it reached $4 million producing 400x. [THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totaling nearly $1B in funds raised to date. In addition to mentoring emerging fund managers, Ryan has managed a $250M portfolio of technology investments & start-ups. He has a BSc. in Finance and a Master of Financial Management and he is currently the Founder & Managing Director at Pentium Capital Partners specializing in Financial Consulting and Venture Capital investments.                                                                                                              DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Fintech Investor & MarCom Pro on how Founders get More Sales in Their Startup - Eric Hazard - Vested Ventures

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Aug 29, 2022 49:50 Transcription Available


In this week's episode, I bring on Eric Hazard. Eric is the founder and CEO of the Corporate Venture Capital Fund, Vested Ventures.  Join Eric and I as he walks you through how to get your messaging right when raising capital, generating sales, and building your startup's brand in the market.  You don't want to miss it.Learn to Launch your own Fundhttps://www.fundlaunchlive.com/2022?affiliate_id=3730376BlockFi Pays You Interest on Your Crypto Savings Account:https://app.blockfi.com/signup/?ref=155c31ecSubscribe to YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Email: ryan@pentiumcapitalpartners.comWebsite: pentiumcapitalpartners.com[MY GUEST]: Eric Hazard leads a new approach to early-stage fintech developments combining capital investment with communication know-how to help entrepreneurs and dreamers turn their ideas into financial innovation. All the while, assisting Vested Ventures' portfolio companies to grow their network through introductions to later-stage venture capital partners, industry conference organizers and fintech incubator networks.His work as CEO of Vested Ventures builds on a career as a financial advisor, a member of the corporate treasury team at Michaels Stores, a business journalist and a communications consultant. Eric is the host of the video series Focus on Fintech and obtained a certificate in fintech from MIT. [THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totaling nearly $1B in funds raised to date. In addition to mentoring emerging fund managers, Ryan has managed a $250M portfolio of technology investments & start-ups. He has a BSc. in Finance and a Master of Financial Management and he is currently the Founder & Managing Director at Pentium Capital Partners specializing in Financial Consulting and Venture Capital investments.The private equity podcast for startups and venture capital investors.                                                                                                                    DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Angel Investor explains how to build and import prototypes from China - Marc Portney

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Aug 22, 2022 40:40 Transcription Available


In this week's episode, I bring on Celebrity Angel Investor Marc Portney.  Marc has been all over television with his products, advice, and capital.  He's even been on the Hit TV series “All American Makers” with many other Celebrity judges including Daymond John. Join us as he walks you through what is required to deal with suppliers and manufacturers and you build your prototype overseas.  You don't want to miss it.Learn to Launch your own Fundhttps://www.fundlaunchlive.com/2022?affiliate_id=3730376BlockFi Pays You Interest on Your Crypto Savings Account:https://app.blockfi.com/signup/?ref=155c31ecSubscribe to YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Email: ryan@pentiumcapitalpartners.comWebsite: pentiumcapitalpartners.com[MY GUEST]: Marc Portney[THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totaling nearly $1B in funds raised to date. In addition to mentoring emerging fund managers, Ryan has managed a $250M portfolio of technology investments & start-ups. He has a BSc. in Finance and a Master of Financial Management and he is currently the Founder & Managing Director at Pentium Capital Partners specializing in Financial Consulting and Venture Capital investments.The private equity podcast for startup founders and venture capital investors.                                                                                                                        DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
How to Disrupt a $12T Industry with a Web3 Startup in 3D printing - John Dogru - 3DOS

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Aug 15, 2022 38:19 Transcription Available


In this week's episode, I bring on the three time ultrapreneur John Dogru,  join John and I as he walks us through the web three technology that is transforming a $12 trillion industry, you do not want to miss it. Plus, John walks us through how He's disrupting the global manufacturing industry using NFT's and the blockchain to reduce friction and costs for entrepreneurs, founders and investors around the planet. And by so doing, helps us all to gain the insights we need in our pursuit of making billions.Learn to Launch your own Fundhttps://www.fundlaunchlive.com/2022?affiliate_id=3730376BlockFi Pays You Interest on Your Crypto Savings Account:https://app.blockfi.com/signup/?ref=155c31ecSubscribe to YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Email: ryan@pentiumcapitalpartners.comWebsite: pentiumcapitalpartners.com[MY GUEST]: John Dogru[THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totaling nearly $1B in funds raised to date. In addition to mentoring emerging fund managers, Ryan has managed a $250M portfolio of technology investments & start-ups. He has a BSc. in Finance and a Master of Financial Management and he is currently the Founder & Managing Director at Pentium Capital Partners specializing in Financial Consulting and Venture Capital investments.The private equity podcast for startup founders and venture capital investors.                                                                                                                        DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Why you Must Fundraise During a Recession & Create a Blue Ocean - Yoav Vilner - Walnut.io

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Aug 8, 2022 27:14 Transcription Available


In this week's episode, I bring on Yoav Vilner you will have is the founder and CEO of walmart.io. Join Yoav and I as we talk about how he built a solution for sales and marketing professionals to massively boost their sales by building demos of the product without writing a single line of code. And as a result, Yoav created a blue ocean that resulted in a 700% revenue growth for his company!Learn to Launch your own Fundhttps://www.fundlaunchlive.com/2022?affiliate_id=3730376Subscribe to YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Email: ryan@pentiumcapitalpartners.comWebsite: pentiumcapitalpartners.com[MY GUEST]: Yoav is the Co-Founder and CEO of Walnut, a no-code platform that allows sales teams to instantly create individually tailored and interactive product demos that improve sales experiences and conversions. The company is already working with over 100 SaaS clients, including Adobe, Dell, and Medallia, to improve sales experiences for their prospects.Yoav is considered one of the leading marketers in the world. He was named the Forbes Marketer to Watch in 2017 and has been mentoring startups in accelerators by Google, Microsoft, Yahoo, Amazon and the United Nations.[THE HOST]: Ryan Miller is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totalling nearly $1B in funds raised to date. In addition to mentoring emerging fund managers, Ryan has managed a $250M portfolio of technology investments & start-ups. He has a BSc. in Finance and a Master of Financial Management and he is currently the Founder & Managing Director at Pentium Capital Partners specializing in Financial Consulting and Venture Capital investments.The private equity podcast for startup founders and venture capital investors.                                                                                                                        DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
The Secret Mindset Trick Used to go From the NFL to Private Equity - Mark Parson

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Aug 1, 2022 56:34 Transcription Available


In this week's episode, I bring on the former NFL defensive back Mark Parson.  Join Mark and I as we discuss how he defied the odds of success by making the decision to be unstoppable.  Learn to Launch your own Fundhttps://www.fundlaunchlive.com/2022?affiliate_id=3730376BlockFi Pays You Interest on Your Crypto Savings Account:https://app.blockfi.com/signup/?ref=155c31ecSubscribe to YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Email: ryan@pentiumcapitalpartners.comWebsite: pentiumcapitalpartners.com[MY GUEST]: Mark Parson[THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totaling nearly $1B in funds raised to date. In addition to mentoring emerging fund managers, Ryan has managed a $250M portfolio of technology investments & start-ups. He has a BSc. in Finance and a Master of Financial Management and he is currently the Founder & Managing Director at Pentium Capital Partners specializing in Financial Consulting and Venture Capital investments.The private equity podcast for startup founders and venture capital investors.                                                                                                                        DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Secret Entrepreneur Strategies Used to Dominate the Competition - Dr. Marvin Washington Ph.D.

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Jul 25, 2022 66:36 Transcription Available


In this week's episode, I bring on Dr. Marvin Washington, Ph.D. Join Dr. Washington and I as we cover how to construct a market-winning strategy that will set you up to dominate your competitors and gain massive market share for your business, be it a start-up or otherwise, you don't want to miss it.Learn to Launch your own Fundhttps://www.fundlaunchlive.com/2022?affiliate_id=3730376BlockFi Pays You Interest on Your Crypto Savings Account:https://app.blockfi.com/signup/?ref=155c31ecSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Email: ryan@pentiumcapitalpartners.comWebsite: pentiumcapitalpartners.com[MY GUEST]: Dr. Marvin Washington is most known as a Pracademic (practicing academic).  The focus of his research, teaching, and consulting work is on leadership development and organizational change. is on organizational and institutional change. Over the past 20 years, Dr. Washington has taught leadership development to a wide array of organizations. Most notably, he was the Academic Director for the Alberta Health Services executive education program as well as the Academic Director for the Corporate Boards Director's Education Program.  Dr. Washington has also worked with organizations such as Enbridge, Shaw Communications,  AIMCo, Blue Cross, YMCA, Parkland Fuels, Syncrude, and SportChek, many ministries and departments in the Country of Botswana, the state of Oregon, the Government of Alberta, and the City of Edmonton on topics of leadership, organizational change, and diversity, equity, inclusion, and social justice.Currently, he is a professor of management at Portland State University. Prior to that, he spent 15 years at the University of Alberta and 5 years at Texas Tech University[THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved placement growth of 5200% ROI in his first 5 years in the industry. His Podcast, “Making Billions”, was recently ranked in the top 20 Venture Capital Podcasts on the Planet! Previously he served as a Chief Financial Officer for a National, award-winning InsurTech company, which he grew 50% year-over-year. Managed and mentored 250 professionals while serving in this role. Additionally, he has mentored over 500 emerging fund managers to start and scale their investment funds, totaling nearly $1B in funds raised to date. In addition to mentoring emerging fund managers, Ryan has managed a $250M portfolio of technology investments & start-ups. He has a BSc. in Finance and a Master of Financial Management and he is currently the Founder & Managing Director at Pentium Capital Partners specializing in Financial Consulting and Venture Capital investments.The private equity podcast for startup founders and venture capital investors.      DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content or otherwise should be considered as a solicitation for investment in any way.