Podcasts about invictus advisors

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Best podcasts about invictus advisors

Latest podcast episodes about invictus advisors

Lunch with the Shark
Lunch with The Shark - Argh! Why is my strategic plan not working? - Vol. 212

Lunch with the Shark

Play Episode Listen Later Jan 8, 2021 34:36


You have a strategic plan and have explained it to your employees but you don't seem to be hitting your business goals. Join"The Shark CFO" Vidal Espinosa as he explains why your strategic plan may not be working. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - My employees don't understand my business goals: What do I do? - Vol. 211

Lunch with the Shark

Play Episode Listen Later Jan 7, 2021 26:35


Once you have a strategic plan in place it is important for the CEO to transmit the vision to keep the employees on track. Vidal" The Shark CFO" will share five best practices for aligning employees with corporate goals. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - Ok now that I have a strategic plan...how do I implement it? - Vol. 210

Lunch with the Shark

Play Episode Listen Later Jan 6, 2021 27:29


One of the hardest parts of having a strategic plan is implementing it. In today's episode Vidal "The Shark CFO" will share the top 5 ways to implement a strategic plan. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - How to stay focused on my business goals - Vol. 209

Lunch with the Shark

Play Episode Listen Later Jan 5, 2021 28:50


By having a strategic plan you can make sure you stay focused on your goals. Vidal "The Shark CFO" Espinosa will share how to create a strategic plan to make sure you are moving forward in your business. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - Strategic Plans: Do I REALLY need one for my business? - Vol. 208

Lunch with the Shark

Play Episode Listen Later Jan 4, 2021 27:23


Everyone says that you need a strategic plan for you business...but do you? Join Vidal Espinosa "The Shark CFO" as he explains Why Companies Need A Strategic Plan and by not having one it can affect your profits. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - Do more: Pushing Past Your Limits - Vol. 203

Lunch with the Shark

Play Episode Listen Later Dec 24, 2020 21:25


Many of us are nervous when we get near our personal limits. To grow we need to push past our limiting beliefs for greater performance. Listen as Vidal “The Shark CFO” Espinosa shares the 8 steps to break through self-limiting beliefs for greater performance. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
unch with The Shark - Being tough in business - Vol. 202

Lunch with the Shark

Play Episode Listen Later Dec 23, 2020 39:29


Business is tough and many business owners can't handle it. If you really want to grow your business, you need to have mental toughness. Vidal “The Shark CFO” Espinosa will share how to develop the mental toughness to grow your profits and make better business decisions. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - How to develop a successful mindset - Vol. 201

Lunch with the Shark

Play Episode Listen Later Dec 22, 2020 34:49


Entrepreneurs who lack confidence or who have a pessimistic mindset will usually fail. As a business owner you need to develop a successful mindset but how do you do it. Join Vidal “The Shark CFO” Espinosa will share some the ways he develops his successful mindset and some ways to Develop your own Success-Oriented Mindset. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - Hack your mindset: Simple business hacks - Vol.200

Lunch with the Shark

Play Episode Listen Later Dec 21, 2020 40:27


Having the proper success mindset as an entrepreneur will enable you to deal more effectively with the day-to-day of your business. Vidal” The Shark CFO” Espinosa will share some mindset hacks that will help you stay with a positive mindset during the up and downs of 2021. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - How do I expand my product offerings? - Vol.198

Lunch with the Shark

Play Episode Listen Later Dec 16, 2020 25:45


The age-old question that keeps many an entrepreneur up at night is whether to expand into new categories or if you should stick to what has already proven successful. Join Vidal Espinosa “The Shark CFO” as he explains 5 things to consider when expanding your product categories in your business. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - I have already expanded - Now I'm broke - What do I do? - Vol.197

Lunch with the Shark

Play Episode Listen Later Dec 15, 2020 31:09


Maybe people grow and start to loose control of systems, quality of their products or even their profits. When is it time to stop growing and consider downsizing? Join “The Shark CFO” Vidal Espinosa as he shares why you might want to downsize and how to should go about it. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - Am I ready to expand? - Vol.196

Lunch with the Shark

Play Episode Listen Later Dec 14, 2020 27:13


Before you rush into expanding your small business, you need to make sure your company is actually ready for growth. Join Vidal “The Shark CFO” Espinosa as he shares 5 Ways To Tell If You Are Ready To Grow Your Business. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - How going over-budget can affect your business - Vol.195

Lunch with the Shark

Play Episode Listen Later Dec 11, 2020 29:09


Once in a while businesses tend to go overbudget. It is just the natural part of doing business….but are there consequences of going overbudget? Listen as Vidal “The Shark CFO” Espinosa explains the consequences of going overbudget. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - What questions should you ask to prepare a budget? - Vol.194

Lunch with the Shark

Play Episode Listen Later Dec 10, 2020 37:30


Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - Which parts of a budget are most important - Vol.193

Lunch with the Shark

Play Episode Listen Later Dec 9, 2020 26:15


Most business owners don't know all the details about a budget. There are several parts that are important to make sure that your you business is on the right track. Join Vidal “The Shark CFO” Espinosa as he helps you understand the basic elements of a small-business budget that will help keep your business on track from month to month. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - Why should I follow my budget? - Vol.192

Lunch with the Shark

Play Episode Listen Later Dec 8, 2020 30:57


Many people create a budget just to throw it out of the window once they are over budget. To see your business continue to grow and prosper you need to continue following your budget. Listen as Vidal's “The Shark CFO” explains why following a budget is important to the growth of your company. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - How to a create a successful business budget to maximize profits - Vol.191

Lunch with the Shark

Play Episode Listen Later Dec 7, 2020 34:52


To truly understand where your business is going and how you are going to get there you need to have a budget. In today's episode Vidal “The Shark CFO” Espinosa will share the 5 tips to create a better budget for your business. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Submit your ideas: kids@invictus-advisors.com

Lunch with the Shark
Lunch with The Shark - Secret Ways to save on taxes - Vol.189

Lunch with the Shark

Play Episode Listen Later Dec 3, 2020 39:28


Taxes can be stressful for a small business owner. You likely wear many hats, and the last thing you want to do is give more of your hard-earned business income to the government. Come listen to Vidal ”The Shark CFO” Espinosa as he shares the 5 Ways for Small Business Owners to Reduce Their Taxable Income. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - You mean there how many taxes for my business? - Vol.188

Lunch with the Shark

Play Episode Listen Later Dec 2, 2020 29:42


There are tons of different taxes you have to pay when you are in business. A lot of the time business owners don't know what types of taxes you need to pay. Join Vidal “The Shark CFO” Espinosa as he shares the 5 types of taxes you need to pay when you are in business. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - I want to pay less tax...How do I do it? - Vol.187

Lunch with the Shark

Play Episode Listen Later Dec 1, 2020 33:10


For most business owners writing a pre-payment check to the IRS is not too much fun. What if you can write a smaller check to the IRS? Vidal “The Shark CFO” Espinosa will share 7 Tips on How to Reduce Taxable Income for Small Businesses and how you can make writing a check less painful. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - Tax Planning - Where to start? - Vol.186

Lunch with the Shark

Play Episode Listen Later Nov 30, 2020 31:24


As a business owner, you need to know some basics about tax planning so you can help your accountant plan the right tax strategy for you. Listen as Vidal “The Shark CFO” Espinosa shares 6 Tax Strategies & Concepts to Know for your business. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - Where do I find money? Getting capital for your business. - Vol. 185

Lunch with the Shark

Play Episode Listen Later Nov 27, 2020 14:59


Today's small businesses exist in a new economic landscape that forces creativity and out-of-the-box thinking when it comes to financing. Vidal “The Shark CFO” Espinosa will share the 4 different ways you can get funding for your business to help you grow. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - Thanksgiving Special

Lunch with the Shark

Play Episode Listen Later Nov 26, 2020 18:09


On today's special Thanksgiving episode of Lunch with the Shark Vidal "The Shark CFO" Espinosa will share what he is thankful for and why it it important to take time out from your business to truly enjoy time with friends and family. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - Pros and Cons for having private investors in your business - Vol. 184

Lunch with the Shark

Play Episode Listen Later Nov 25, 2020 32:50


A lot of business owners think that having investors in your business is great because you get capital for your business BUT having investors can also cause you lots of problems in what you can do with your company. Listen as Vidal “The Shark CFO” Espinosa shares the pros and cons for getting private investors. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - Are you ready for the Shark Tank? - Vol. 183

Lunch with the Shark

Play Episode Listen Later Nov 24, 2020 24:55


Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - How to raise money through the three F's - Vol. 182

Lunch with the Shark

Play Episode Listen Later Nov 23, 2020 36:17


Many business owners think that they need a lot of money when they start a business but instead of getting loans from banks you should start out with the “Three F's”. By using the “Three F's” you will get a lot more than just possible funding for your business. Listen as Vidal “The Shark CFO” shares why using the “Three F's” is the best way to get funding for the business when you are starting out. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - Hotseat - Vol. 2 - Swap Club Mx

Lunch with the Shark

Play Episode Listen Later Nov 20, 2020 51:03


En esta segunda edición de Hotseat nos acompaña Thalia Nolasco, Fundadora de Swap Club Mx, un concepto nuevo en México para consumir moda de manera responsable y circular. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - Difficult conversations: Firing a client. - Vol. 181

Lunch with the Shark

Play Episode Listen Later Nov 19, 2020 43:02


Problem clients can ruin your business and life. While you'll never be able to filter out every "problem client" letting them go does get easier with experience. Join Vidal “The Shark CFO” Espinosa as he shares some examples on how to “fire” a client. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with The Shark - Client communication: When is it too much?.- Vol. 180

Lunch with the Shark

Play Episode Listen Later Nov 18, 2020 39:03


So how do you communicate with clients and customers—the right way? In today's episode of Lunch with the Shark Vidal “The Shark CFO” Espinosa will share the five essential pillars of client communication and how they can make a big impact on your profits. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – How to correctly pay an independent contractor - Vol. 177

Lunch with the Shark

Play Episode Listen Later Nov 13, 2020 48:42


To make sure your business is compliant with an independent contractor there is a specific way you should pay their invoices. Yes…independent contractors should be giving you invoices. Listen as Vidal “The Shark CFO” shares how to make sure you pay independent contractors correctly so they do not become your employees. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – Creating deliverables for independent contractors. - Vol.176

Lunch with the Shark

Play Episode Listen Later Nov 12, 2020 35:33


What is the best way to create deliverables for independent contractors? An independent contractor agreement can clarify what they have to deliver. Join Vidal “The Shark CFO” Espinosa as he explains the best way to write an independent contractor agreement and how you can make sure you get what you want. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – Independent Contractor vs Employees: True or False. - Vol.175

Lunch with the Shark

Play Episode Listen Later Nov 11, 2020 38:48


In this episode of Lunch with the Shark, Vidal “The Shark CFO” Espinosa will be answering questions that we have received from our client about independent contractors. This show is not to be missed as the questions come from actual business owners that are currently dealing with independent contractor issues. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – Will having independent contractors save me money? - Vol. 173

Lunch with the Shark

Play Episode Listen Later Nov 9, 2020 23:25


Many business owners think that hiring independent contractors will actually save you money but will it? Listen as “The Shark CFO” Vidal Espinosa shares why sometimes it may be less expensive and better for the business to hire an employee versus an independent contractor. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – Trust me...you need one of these…. - Vol.171

Lunch with the Shark

Play Episode Listen Later Nov 4, 2020 27:55


Every small business owner needs a trust so that the business can continue to run in your absence. It is that simple. Yet, many business owners have no idea that their business could come to a grinding halt if they don't have a plan for their business to run in their absence. Join Vidal “The Shark CFO” Espinosa as he explains why every business owner needs a trust and how it protects you. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – What kind of business insurance do I absolutely need? - Vol.170

Lunch with the Shark

Play Episode Listen Later Nov 3, 2020 48:46


There are many types of business insurance and all of them to different things. Which ones do you need to make sure your business is protected? Join Vidal “The Shark CFO” Espinosa and the Insurance Bro James Sias as they share several different types of business insurance and which ones do you absolutely need to keep your business and personal finances protected. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – How do I protect my success? - Vol.169

Lunch with the Shark

Play Episode Listen Later Nov 3, 2020 26:23


We all know that a business entity can protect your personal assets but there are other ways to keep the success of your business. Vidal “The Shark CFO” Espinosa will share some other ways small business owners can protect what they have besides using a corporate entity. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – Why to go with a professional when opening an LLC. - Vol.168

Lunch with the Shark

Play Episode Listen Later Oct 30, 2020 40:18


One thing we tell any new business owner is that don't try to open up an LLC by yourself! This is one of the investments we suggest you to truly protect your business. Vidal “The Shark CFO” Espinosa will share how cheap do-it-yourself LLC's can cause you a lot of problems, the complexities around all the additional documents required and how a professionally done LLC can save you on taxes. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – How to structure my business to create additional protection. - Vol.167

Lunch with the Shark

Play Episode Listen Later Oct 29, 2020 42:09


What corporate documents should you have? Vidal “The Shark CFO” Espinosa explains the proper documentation you need for your corporate entity. He goes into the specific types of required documents you need to keep your business entity compliant. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – Costly mistakes you may have made with your LLC - Vol.166

Lunch with the Shark

Play Episode Listen Later Oct 28, 2020 30:20


To stay protected you have to use your LLC properly but so many business owners immediately do the wrong things which render that LLC protection is useless. Vidal “The Shark CFO” will share his experience with people that have lost their LLC protection, what happened, and how you can protect yourself from costly mistakes that you may have made with your LLC. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – C-Corp vs a S-Corp? Pros and Cons. - Vol.165

Lunch with the Shark

Play Episode Listen Later Oct 27, 2020 43:14


Corporations are a great way to protect the success of your business and personal assets. It is important that you know the difference between and C Corp and an S Corp and how your tax situation is affected your business. Join “The Shark CFO” Vidal Espinosa on the pros and cons of a C-Corp and an S-Corp. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – What business entity is best for me? - Vol.164

Lunch with the Shark

Play Episode Listen Later Oct 26, 2020 47:08


Everyone tells you that you should open a business entity but which one? It can get really confusing for new business owners…especially if you have a home or investments. Come listen to Vidal “The Shark CFO” Espinosa as he explains the different types of business entities and how to determine which one is best for you? Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – When and how to make an exit as an owner. - Vol. 163

Lunch with the Shark

Play Episode Listen Later Oct 23, 2020 34:30


There are times where you decide, as an owner, you need to leave a business. Whether it's for financial or personal reasons you need to work with a company to ensure a smooth transition. Come join Vidal “The Shark CFO” Espinosa as he shares when and how to make an exit as an owner of a business. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – How to position your company to sell it to employees. - Vol. 162

Lunch with the Shark

Play Episode Listen Later Oct 22, 2020 30:17


Many owners or founders believe that if their employees are helping the company be successful then they should receive part of that success. During this episode Vidal “The Shark CFO” will share how to position or prepare your company to sell it to your employees. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – What does your future business look like? - Vol. 161

Lunch with the Shark

Play Episode Listen Later Oct 21, 2020 42:27


Are you thinking about the future of your business? Well if not you may want to think about it during this episode. Vidal “The Shark CFO' Espinosa will share the importance of thinking about the future of your business, what are some key points you need to consider, and how to implement future goals. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – How to position a company for a founder's departure. - Vol. 159

Lunch with the Shark

Play Episode Listen Later Oct 19, 2020 21:51


For a company to thrive and exist on its own there has to be a point where the founder leaves. It can be a difficult process but don't worry Vidal “The Shark CFO” Espinosa. During this episode, he will share some ideas to implement before the founder leaves to make sure the company continues a path of growth. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – When should I let go of a business? - Vol.158

Lunch with the Shark

Play Episode Listen Later Oct 16, 2020 35:28


As entrepreneurs, there are times when a business we start just doesn't go the way we want them to go. There must be a point where we let the business go and understand that it did not work. Learn from Vidal Espinosa “The Shark CFO” when it is time to close business before it ruins your personal and professional life. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – Pros and Cons of being in a Joint Venture. - Vol.157

Lunch with the Shark

Play Episode Listen Later Oct 15, 2020 27:43


Joint Ventures are a great way to get a partner with someone to get your message out to possible buyers. What are Joint Ventures? How can they help you? When should you do one? Take away 3 pros and 3 cons from The Shark CFO Vidal Espinosa about Joint Ventures. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – When do I hire my first person. - Vol. 156

Lunch with the Shark

Play Episode Listen Later Oct 14, 2020 28:42


Many entrepreneurs start as “solopreneurs” and do everything themselves. When is the point when you should add someone to your team? By hiring you to reduce your stress, increase your profits, and continue to grow your business. Join Vidal “The Shark CFO” Espinosa as he explains when you should hire a team member to do what specific tasks. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – I just started a business - What do I do next? - Vol. 155

Lunch with the Shark

Play Episode Listen Later Oct 13, 2020 31:52


Entrepreneurs move fast in starting a business. They get their ideal client dialed in, they have their product or service ready to go and they have already started collecting money. Now what? Vidal “The Shark CFO” Espinosa will go over the steps need to structure your business in a way to continue your growth and maximize your profits. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark

Lunch with the Shark
Lunch with the Shark – You have processes...but are you and your team following them? - Vol. 154

Lunch with the Shark

Play Episode Listen Later Oct 12, 2020 38:20


As a business owner, we all know that you should have processes for your business….and you may have already created them BUT are you following them? Vidal “The Shark CFO” Espinosa will explain how to implement your processes to make sure you and your team are following them. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: kids@invictus-advisors.com Schedule your 15 minutes to consult with The Shark CFO at https://invictus-advisors.com/shark