Podcast appearances and mentions of jack stack

Jack Stack is a business pioneer and one of the world's best business strategists. He is Founder, President and CEO of SRC Holdings Corporation. He's been called a “top 10 minds in small business” by Fortune Magazine and is the author of two bestselling books: The Great Game of Business and A Stake in the Outcome. Jack has served as a world judge for the Ernst & Young Entrepreneur of the Year Awards Institute and as an advisor for this group since 1998. He has also written for Inc. Magazine and The New York Times and has addressed thousands of audiences on the topic of open-book management.  Jack joined host Robert Glazer on the Elevate Podcast to discuss The Great Game of Business, open-book management and much more. This episode of the Elevate Podcast is sponsored by: Brevo: ⁠⁠⁠⁠brevo.com/elevate⁠⁠⁠⁠ Masterclass: ⁠⁠⁠⁠masterclass.com/elevate⁠⁠⁠⁠ Northwest Registered Agent: ⁠⁠⁠⁠northwestregisteredagent.com/elevate⁠⁠⁠⁠ Shopify: ⁠⁠⁠⁠shopify.com/elevate⁠⁠⁠⁠ ExpressVPN:⁠⁠⁠ ⁠expressvpn.com/elevate⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this solo episode of Modern Chiropractic Mastery, host Dr. Kevin Christie explores the concept of the profit-sharing model in chiropractic practices. Dr. Christie shares insights from various experts and practical applications from his own practice. He delves into the benefits, challenges, and key considerations of implementing a profit-sharing system, drawing on recommendations from industry leaders like Dr. Ray Tuck and resources like 'The Great Game of Business' by Jack Stack and 'Simple Numbers 2.0' by Greg Crabtree. Dr. Christie provides detailed guidance on setting up the model, managing overhead, and ensuring both associate doctors and practice owners benefit from the arrangement. He emphasizes the importance of profitability, financial clarity, and strategic planning in making the model work effectively for both parties.

Our book this month is "The Great Game of Business," written by Jack Stack and Bo Burlingham. It presents a novel approach to business management centered on open-book management, employee empowerment, shared financial responsibility, and what I would describe as the gamification of business. It argues that by treating employees as partners and educating them about the company's financials, businesses can foster a culture of ownership, improve performance, and achieve remarkable results. The book chronicles Stack's journey transforming Springfield ReManufacturing Corporation (SRC), a struggling division of International Harvester, into a thriving employee-owned company. Faced with a factory closure, Stack and his team embarked on a radical experiment: To buy the plant from International Harvester with a tiny downpayment and massive amount of debt. They needed to turn these assets into a revenue generating business or go broke. Rather than use the management methods from their prior career at IH, they opened up the company's books, shared financial information with all employees, and taught them how to understand and influence the numbers. This became the foundation of "The Great Game of Business."-------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

In this episode of Grow a Small Business, host Troy Trewin interviews Julie Bee, founder of Julie Bee Consulting. Julie shares her journey of starting a marketing agency in 2008, growing it to a 15-member team with 7-figure revenue, and her eventual exit. She discusses her book Burned, which helps business owners navigate burnout, and provides insights on leadership, financial strategy, and redefining success. Tune in to learn actionable strategies from Julie's inspiring career. In her book Burned: How Business Owners Can Overcome Burnout and Fuel Success, she addresses the widespread issue of burnout among business owners, emphasizing that traditional advice—such as taking vacations, exercising more, and practicing meditation—does not provide the real solutions they need to overcome this challenge. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? Julie Bee believes the hardest thing in growing a small business is delegating effectively, particularly sales, which is often challenging for small business owners to let go of. She emphasizes the importance of training others and building systems to enable growth without micromanagement. This includes creating processes, empowering teams, and resisting the urge to fix every problem personally, which can hinder scalability and efficiency. What's your favourite business book that has helped you the most? Julie Bee's favorite business book is The E-Myth Revisited by Michael E. Gerber, which she finds invaluable for its insights on building systems and processes to scale a small business. She also highly recommends The Great Game of Business by Jack Stack, appreciating its practical advice on financial transparency and employee engagement, which are crucial for sustainable growth. Both books have significantly influenced her entrepreneurial journey. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Julie Bee recommends several podcasts and online learning resources to help grow a small business, including Jay Klaus's Creator Lab, which focuses on helping creators and entrepreneurs, Speaker Lab, a podcast she frequently listens to, especially as speaking engagements are part of her career, and Don't Write That Book, a fantastic resource for aspiring authors that she wishes she had discovered earlier. These resources cover a range of topics, from general entrepreneurship to specific skills like public speaking and writing, making them valuable tools for business growth. What tool or resource would you recommend to grow a small business? Julie Bee recommends using project management software like Asana right from the start to help grow a small business. She emphasizes that getting used to such tools early on can make it easier to scale and manage your team as your business grows. By adopting project management software, you can streamline workflows, improve organization, and facilitate collaboration, which are essential for sustainable business growth. What advice would you give yourself on day one of starting out in business? Julie Bee would advise herself on day one of starting out in business that success and goals are not the same thing. She emphasizes the importance of defining success outside of just achieving goals because, as a business owner and high achiever, you often move on to the next goal immediately after reaching one, leaving little time to feel successful. She would tell herself to create a definition of success that goes beyond goal achievement, such as enjoying personal relationships, flexibility, and well-being, to truly feel fulfilled in both business and life.  Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.       Quotable quotes from our special Grow A Small Business podcast guest: Success isn't just about achieving goals; it's about defining what truly matters to you beyond the numbers — Julie Bee Measure your well-being like you measure your business KPIs—what gets measured gets managed — Julie Bee Leadership isn't about fixing problems for others; it's about teaching them how to solve them — Julie Bee      

This week on the Build a Vibrant Culture Podcast, Nicole interviews Dominic Rubino. Dominic is a construction business coach and author who has also built and sold two of his own multi-million dollar companies. For over 20 years, Dom has worked closely with contractors, showing them how to put simple systems in place. He knows what he's doing and his message is simple: you don't need a lot of time or a business degree to build a multi-million dollar construction business. You just need simple systems. Dom is the author of Construction Millionaire Secrets: How to build a million or multimillion-dollar contracting business the smart way. He also hosts two of the leading construction industry podcasts: Profit Tool Belt and Cabinet Maker Profit System. When he's not coaching or podcasting, he's doing what he loves most: being a husband and a dad and failing terribly at fly fishing.‍In this episode, Dom and Nicole talk about: [00:03:59] What makes a person a millionaire? It might not be what you think![00:10:39] The "Who Am I?" secret of Mindset and standing for something.[00:12:22] An assessment to figure out what you stand for [00:18:42] A formula to start thinking, acting, planning, and goal setting[00:31:39] How important it is for creators to see the end results of their work[00:35:21] How getting your goals onto paper is a game changer for your businessWant to know more about Dominic?Dominic's book: https://a.co/d/28cpmOJCabinet Maker Profit System Podcast: https://podcasts.apple.com/us/podcast/cabinet-maker-profit-system-podcast/i…Profit Tool Belt Podcast: https://podcasts.apple.com/us/podcast/profit-tool-belt/id1473467565LinkedIn: linkedin.com/in/dominicrubinoInstagram: https://www.instagram.com/cabinetmakerprofitsystem/Other books mentioned on this episode:Seven Habits of Highly Effective People by Stephen Covey: https://a.co/d/dRf6OubThe Path by Laurie Beth Jones: https://a.co/d/gTZSRh9The Great Game of Business by Jack Stack: https://a.co/d/c0aIGjYThe E-Myth Revisited by Michael Gerber: https://a.co/d/gN51Eel$100M Offers by Alex Hormozi: https://a.co/d/d2ZzTUuEat That Frog by Brian Tracy: https://a.co/d/0EVn1MhDon't forget to like, comment, and subscribe to the Build a Vibrant Culture podcast for more insights on creating thriving workplaces! 

Join Dan Cooper as he delves into the world of Jack Stack Barbecue with CEO Travis Carpenter. In this episode, they explore the concept of "sacrificing sacred cows" in business, with a humorous nod to the barbecue industry. Discover how Travis led Jack Stack through transformative changes during COVID, including branching into grocery retail, embracing third-party delivery, and innovating with new menu offerings. Travis shares insights on navigating internal resistance to change, leveraging team input for successful adaptations, and maintaining a forward-thinking mindset in a complex business environment. Learn about Jack Stack's journey from a single Kansas City restaurant to a multi-faceted business with nationwide reach, and celebrate 50 years of flavor and innovation. Perfect for business owners and leaders looking for inspiration on growth, adaptability, and creating a lasting impact. Don't miss this engaging conversation filled with practical advice and a passion for barbecue.

In today's episode of the IC-DISC show, we welcome Deanna Walker, CEO of Venturity Financial Partners, to discuss the world of outsourced accounting. Deanna reflects on transitioning from banking to leading an accounting firm committed to transparency and team-based client service. We explore Venturity's unique approach to addressing private businesses' administrative and strategic needs. From supporting founder-led ventures to navigating COVID disruptions, Deanna shares insights into competently enhancing clients' capabilities. Our conversation considers the evolving role of CPA firms and the benefits of mentorship in this field. This episode offers not just information but valuable perspectives on outsourcing in today's accounting landscape, enlightening you on the potential strategies and solutions available.     SHOW HIGHLIGHTS I discussed outsourced accounting services with Deanna Walker, CEO of Venturity Financial Partners, exploring their commitment to open book management and "The Great Game of Business" principles. Deanna shared her journey from a decade-long banking career to leading Venturity, highlighting her experiences in business development and the firm's team-based approach. We examined a case study involving a multi-entity dental service organization where Venturity's offshore team significantly improved financial reporting and reduced errors. The conversation included how Venturity supports founder-led companies by maintaining institutional knowledge while enhancing accounting capabilities amid a nationwide shortage of qualified accountants. We delved into the importance of quality work, proactive collaboration, and consistent communication with clients in financial services, emphasizing a team-based approach to outsourcing. Deanna discussed the evolving role of CPA firms in the outsourcing space and the impact of regulations like Sarbanes-Oxley on their services. We explored Venturity's advisory practice, which includes a team of CFOs and COOs providing operational expertise and strategic planning support to clients. Deanna highlighted the significance of mentorship, particularly for women in accounting, and the positive impact of open book management on team engagement and service quality. We addressed the challenges Venturity faced during the COVID-19 pandemic, including capacity issues and the necessity of prioritizing client relationships based on mutual value. The episode concluded with a lighthearted debate on the merits of Texas barbecue versus Tex-Mex cuisine, revealing a shared passion for Tex-Mex.   Contact Details LinkedIn- Deanna C Walker (https://www.linkedin.com/in/deannacwalker/) LINKSShow Notes Be a Guest About IC-DISC Alliance About Venturity Financial Partners GUEST Deanna WalkerAbout Deanna TRANSCRIPT (AI transcript provided as supporting material and may contain errors) Dave: Hello, this is David Sprey and welcome to another episode of the IC Disc Show. My guest today Deanna Walker, the CEO of Venturity Financial Partners in. Deanna: Dallas. Dave: And Venturity is a outsourced accounting consulting firm and they've also grown into outsourced CFO, coo type work. We had a really great conversation talking about a variety of different things. One of the most interesting is they're committed to open book management and following the framework from the book the Great Game of Business framework from the book the Great Game of Business, and over time they've even gotten to where they are consulting with their clients on implementing open book management and all the benefits to it. So we went into some details there and I asked my standard questions, of course, about what they wish they had known when they were 25. And so it was a really great interview. Deanna has a really great story and we also got into a little bit of UT and A&M rivalry. So it was a fun conversation. I hope you enjoy it. Good morning, deanna. How are you today? Deanna: I'm great, David. How are you? Dave: I am doing great. I have my Yeti Whataburger cup and you'll see it as we talk. Deanna: There we go, let me some Whataburger. Dave: I know. So where are you located today? Deanna: I'm actually in Dallas, Texas. Dave: Okay, great, and I am in Houston, where I typically am. Hey, before we get started, I want to just address something that may cause this to be a very short podcast, so I noticed that you appear to be a proud graduate of Texas A&M University. Is that true? Deanna: Very true Well. Dave: I am a proud graduate of another large Texas State University in Austin. So I just thought, if this is going to be a problem. We should probably, you know get it out of the way right away. Deanna: I don't think it'll be a problem. I've already addressed this similar issue about 30 years ago. My husband went to the University of Texas, so we are divided. And I've got one graduate of there already and is soon to be graduate in May, and I can also probably say I am one of very few individuals, if not the only one, that has graduated with a degree from A&M that has a license plate currently that says hook'em. Dave: Yeah, you better not let too many Aggies hear about that, they may disown you. Deanna: Yeah, no. Well, we also have a text exchange that's called UT3 and a wannabe. So I would say I'm old Southwest Conference because I've got ties to SMU and Arkansas. So that may date me a little bit, but that's how far back I go with our Texas football. Dave: That's. That is awesome. So are you a native Texan then? Deanna: I am Born and raised in San Antonio, okay. Dave: Yeah, I grew up just east of San Antonio, so I know that part of the state. Well, let's get started. Tell me about Venturity Financial Partners. What the heck do you all do? Deanna: Well, we help business owners, CEOs, management teams solve problems that relate to their accounting back office, including the office of the C-suite. The CFO and the COO relate an alternative to becoming an in-house accounting and finance group. Dave: Okay, and where you see that you've been the CEO for a little, while not a long time. What's the background? How did you end up there? Did you start your career there? What's the story? Deanna: Yeah, no good question. I had about a 10-year banking career. So, coming out of A&M, moved to Dallas and worked in the investment banking field and corporate lending, acquisition financing field for about 10 years or so. Took a little bit of a break when my kids were younger and then got introduced to Chris McKee, the founder of Venturity, in 2001. I really fell in love with the business model and the opportunity to, like I said, help business owners, ceo-led teams, really focus on their back office accounting and bring expertise to the table, and so mainly grew up on the side of the business. That was, the business development side of the house. So most recently, before taking over CEO, I was the CRO. Dave: Oh okay, Chief revenue officer. Deanna: Yes. Dave: Okay, so who? What are the characteristics of the companies that you're kind of best suited to to serve then? Deanna: Yeah, Privately held companies really ranging in size from 10 to 500 million in revenue. Companies, like I said, people don't come to us generally because everything is working great in their finance and accounting department. They usually come because they're frustrated, can't get the right teams in place, not comfortable with their information, and so we can bring a lot of that expertise and partner with them. Dave: Okay, and what is that? And how does that look like? Is it, like you know, consulting engagements? Do they just completely like outsource their back office to you? Is it a mix? Deanna: It's a mix, it's a little bit of both At our core on the accounting outsourcing side. It's, like I said, an alternative to having an in-house team. It's a team-based approach and then we can augment that solution with special project resources, either on the accounting side and then, most recently in the last three and a half years, we added a COO advisory team that can really round out that finance function. And whether it's for an ongoing type of service there or popping in for a project either way. Dave: Okay, got it. Okay, I think I'm with you so far. Well, I love stories and I think our audience does too. Do you have some like client, like success stories that you can tell us about? And I realize you may have to have them anonymous, but I think that helps people understand, understand better with stories and examples. Do you have some stories? Deanna: I do. You know, I guess before I would launch into that I would say is just to add on a little bit to the concept of people don't come to us because their accounting is going well. You know, we're system agnostic, which I also think is a benefit. We work with a variety of industries and so just a lot of times people will come because they're very frustrated in terms of being able to attract and retain top talent where there's been a transition in their business and they're looking to augment and get information. So one that comes to mind in particular it's a family-run business, a wholesale distribution company, and they knew they wanted to sell second generation, but they really knew they wanted to sell. The CEO was not a family member. There was a family member that was still involved in the company and so they brought us on to help get their accounting ready for sale. I'm sure processes really make sure that they are adherence with GAP and so we worked with them probably for I don't know about a year and a half or so working through all of that, getting good cadence, with their month in close and their financial reporting really all in preparation to be put up for sale. Excuse me, they went through a successful transition. This one happened to be purchased by a private equity group, but we really help companies get ready for sale in all areas, but this one was private equity back and I think the interesting thing to note there is that this company has become now the platform for additional add-on acquisitions. So what we've also been able to do is augment to help the due diligence with this group in bringing the special project resources to bear, as well as CFO consulting and advisory. You know when it's needed. Dave: Okay, no, that's, that's great, did? I'm a big fan of John Wierlow's podcast. You know John. He wrote the book Built to Sell and he has a great podcast where he interviews every week an entrepreneur who had a successful exit and they kind of debrief on everything. Do you think that deal would have been much more difficult, if not impossible, to get done if they had not engaged you for the prior year and a half? Do you think it would have just been a non-starter for the private equity firm without that, or do you think it would have just been a lower price? Deanna: That's it lower price. There's a lot of capital out there that people have been to deploy, so I don't know that. I would say I think the accounting, when it's really bad, it may delay. I don't think it keeps the deal from getting done. But I think what we have seen and what our investment bankers and private equity folks will tell us, that having good information and your ducks in a row can really be the equivalent of two to three times turn on an EBITDA. So it's definitely an enhancer to valuation. Dave: Okay, give me one second. Hey, my dog is over in the corner. He woke up and decided his bed wasn't quite comfortable. He was just scratching around. Sorry about that, yeah, and that's, and that is what it comes down to, right, and then the due diligence was probably less painful. I'm guessing as well. Deanna: Yeah, it is. You know we have a product called an accounting assessment and it really sits in front of the Q of E reporting that is in either on behalf of the company or the private equity group and really just kind of what I'll call kick the tires on the accounting and it may seem like basic things but it can be very important. Are they really gap compliant? Are they matching revenue and expenses? Do they have an accounts payable process? Is there a revenue recognition need? That's out there for the type of company they are, and are they adhering to the right treatments there? So those are things where we can really go a little bit deeper into the accounting pretty quickly and that really helps with that Q of E and just helps the process move along to identify what might need to be shored up. Dave: Okay and Q of E quality of earnings. Deanna: Quality of earnings yes. Dave: Yes, thank you for clarifying. Yeah, okay. Well, that's a cool one. You have some other client stories. Deanna: Yeah, another one a little bit larger company. So we're, you know, like I said, we can work with companies 10 to 500 million in revenue, and this one was a multi-entity dental service organization and this one in particular had grown through acquisition. The CEO, when they came to us, was pretty frustrated and heavily involved in the accounting. They had a team in place, four or five person team, some offshore, some onshore and it just wasn't getting the information that he needed and instead of using the time when the financials were generated to analyze and look forward, a lot of time was spent checking for errors. This particular company had outside reporting to an investor group as well as to a bank, and so there was just a lot of eyes in different constituencies looking at the information. And there's just a lot of eyes and different constituencies looking at the information and there's just a lot of time checking for mistakes. And so we were able to come in and map out the very seamless transition over a period of a few months. We tapped into our offshore team as well that we've had since 2006. And we were able to transition to the accounting to our team really short processes and procedures move up the month-in-close timeframe so we could get information into the hands of the management team sooner and then hence out to the external reporting constituencies. And now the time is spent really looking at the operations of the business, figuring out what needs to be drilled down on getting information out to those individual locations more analysis and forward looking than looking for errors. Dave: Okay, did they end up just eliminating that internal team then? Deanna: There was a transition. A couple of people on their India side were kept and moved over to. We don't handle the billing, because insurance billing had a different team, but a couple of those folks were moved over to that team and then the others were transitioned out. We don't handle the billing, because insurance billing had a different team, but a couple of those folks were moved over to that team and then the others were transitioned out. We don't always have to be a situation where we transition team members out. A lot of times it's really based on sort of the level of talent and what the opportunity is there. We kind of round out that function if there's resources that need to remain in-house. Dave: Okay, so you had a situation here where, let me just recap because of the bank and the investor group, the accounting team was hyper-focused on not being in the uncomfortable position where the bank or an investor would say, hey, what's this expense? Then they look at it and then they come back and say, oh, that was a mistake, we had miscoded that, and which just crushes the confidence that those investors and users have. So it sounds like they were hyper-focused on preventing that and they probably got to that hyper-focused because they'd been burned, probably in the past. So they got to that position to burn probably in the past. So, yes, so they got to that position and because of that that slowed down the close and it just had them really devoting a lot of time and resources to just that. You know, no, no errors financial. Deanna: Yes, and also getting the senior management team involved and kind of running down those errors, spending way too much time in the higher level I mean, because the trust wasn't there and they were the ones that were putting their faces on the front lines right to the investor group and to the banks, and there was, you know, debt on the books and you know, and so they really wanted to kind of just glitched up sort of the roles and responsibilities and freed up the CEO to really, like I said, focus on more of the analysis once the team was able to start trusting in the numbers again. Dave: Okay, well, that's okay. That's another great story. Do you have a third one? Deanna: Let's see. You know, I think we've had lots of situations where we can come in, so these were involved, sort of taking over everything that. We have lots of situations, though, where we can come in, so these were involved, sort of taking over everything that. We have lots of situations, though, where we can come in. And you know the thing about some, especially the founder led companies they have really great people on their team that have grown up with them over time and they become family members, right, and so it can be difficult or challenging sometimes when you've got a really longstanding, committed team member, but maybe the company has grown to the point where it's maybe outstripped the skill sets of that individual or individuals, and so those team members bring a lot to the table in terms of institutional knowledge, but they may not have what's needed to take the company to the next level from the accounting standpoint, especially if there's complexity in the business. Sure, mentory management, manufacturing processes or, for construction, clients work in process. So we do this quite a bit. Actually, we'll come into scenarios where those types of team members are on the ground and a lot of times the business owner, the management team, really want to keep those folks and elevate them into new roles because of their operational expertise. So we can come in and augment and work with those types of team members so they don't have to be displaced and they can get more on the analytical side of it, or they can be a bridge between operations and accounting and then we can come in and do that blocking and tackling on the accounting and really get the books closed and make sure that we bring that type of product to the table for them, but that those individuals stay in place and are supported by us but also elevated and coached by us if need be too. So I don't have a specific particular client on that one, because that's a lot of what we do for clients. Dave: Yeah, no, that's great A representative example, because that's a lot of what we do for clients. Yeah, no, that's great A representative example. So the CPA firms we work with, you know, so basically all of our clients because we do just one, we do just one part of the tax process that we coordinate with their longtime CPA firms so we have interactions with hundreds of CPA firms each year. Firms so we have interactions with hundreds of CPA firms each year and, of course, a common theme is just the shortage of qualified people, and I'm guessing that's a similar problem in-house as well, not just in public accounting. Is that accurate? Does there seem to be a shortage of talented people? Deanna: Yes, we've had a shortage of accounting folks for quite some time, really even pre-COVID, but it's definitely been exacerbated by COVID and the opportunity for accounting folks to work remotely to service companies all over the country and, in fact, from all over the world. I think we've been doing outsourcing since 2000, and so we were a little bit on the cutting edge of, hey, you can get your accounting done and not be in the office, you know, sitting there. But now it's really opened all of that up, and so it has created some challenges in attracting and retaining folks. So for us we're not immune from that. But we offer our team members the ability to work with a lot of different clients and be promoted from within and a career path and, you know, in training as well, and so they're first and foremost employees of Venturity, which we are a 20% ESOP owned company and we're also open book management. So we invest a lot in our culture, which I believe helps us to attract and retain folks. We also have an offshore partner that we have worked with since 2006. And so we partner with them and so we divide and conquer on scope of resources between our two groups as well, which just helps us in terms of being able to, if an opportunity comes to us, especially if it's a large one, mobilize quickly to serve that client. But you're right, it's been tough for several years now. Dave: But it sounds like in on balance it's been more of an opportunity for you because you're better able to navigate that shortage than what your client is probably. Is that accurate? Deanna: Yes, I would say so. I think you know that's very true, and we can provide that ongoing training as well, and we have 50 accountants that come to the office every day. So there's a lot of collaboration, team-based approach, resource sharing, things like that, and so that's enticing to a lot of people, as well as the ability to get exposure to a lot of different companies and a lot of different industries. So being system agnostic, working in a lot of different systems as well as industry, provides a lot of opportunity for folks in the accounting field and the opportunity to be promoted as well. Dave: Okay, and you all don't like audit financial statements or prepare tax returns, correct? No? Deanna: that's a really great question. So we're really structured as a professional services company and we like to say we sit on the same side of the table as our clients. So while we have CPAs on staff and our founder is a CPA, our clients get audited by outsourced CPA firms and we don't do tax work either. So we're more of that internal accounting department resource and we partner a lot of times with the tax CPAs and the auditors in terms of giving them the information they need to discharge their services. Dave: Okay, what do your clients say? Or what would you think your clients would say if I said, hey, what makes Venturity so great to work with? What are the things that your clients tell you differentiate you in the marketplace or make you such a valuable partner? Deanna: Yeah, I would say the quality, two things the quality of our work as well as the proactive focus we have on collaboration and communication with our clients. We're consistent. We deliver our financials on time. We send out weekly updates to our clients that they even though we're not going on site to do the work on a regular basis they know at any given point in time where they stand. We're in constant communication with them. We do have onsite meetings it's not like they never see us by any means, but it's very reliable, very consistent. It's very process and team-based versus a people-based solution where you have, maybe you know, all of your accounting is done by one individual and it's tied up in the head and knowledge of that one person. We bring a team to the table and divide and conquer on skill sets, and that's a little bit unique in terms of the way outsourcing. We bring a team to the table and divide and conquer on skill sets, and that's a little bit unique in terms of the the way outsourcing it has been done. Dave: I know some of our the CPA firms. We know, because of the shortage of talent, they've had to make some hard decisions. You know which clients you know they can serve and they've had to actually, you know, disengage with clients just because they didn't. You know they just don't have enough people to really serve everybody. Have you all had to go through a similar process where there's just you know some of your smaller clients you just realized you just don't have the capacity for? Has that been a challenge for you as well? Deanna: We definitely have gone through that in various periods of time. You know we had a couple of things during and coming out of COVID. There was just more work to be done than you can have people for, and so you know there was at one time at our not proud of this, but we had a wait list of like six to eight weeks to bring on a new client and that's super challenging. And so at that point in time we, you know, we were working to have the most efficient client relationships that we can, and you know we want to make sure we have partnerships with our clients where there's mutual value in the relationship. We're more than just bookkeepers and ticking and tying on transactions. So our clients that really that we both collectively benefit the most from, are those that really value that collaboration that we were talking about getting together once a month and having financial summits or we call it getting the call, the ones that are going to pick up the phone and call us and include us in decision-making. And so when we have to have those times that are unfortunate, when we go through some of those analysis to make sure what's the best fit, we take all those things into consideration. So we have had to do it. We don't like to do it necessarily, but at the end of the day we're looking for the right fit on both sides, and so generally that works itself out in the way that it's supposed to. Dave: Okay, yeah, that makes sense. As far as new business the business that's referred does it come mostly from current clients, investors, cpa firms, banks, a mix of all of them, and are there any? There have been any trends in the last few years where it's shifted one way or another? Deanna: way or another, the answer is yes, it comes from all of those. We've got a really great business development team. So we're a referral-based, relationship-based selling organization. We do very little cold calling. We're keeping our eye on things that are out there in the market and definitely are opportunistic. If we come across a company that we may think that is looking for someone or could use our services, and we'll reach out. But yes, we, we develop a group of center of influence. You know relationships and they are comprised of everything you just mentioned. You know bankers, cpa firms, lawyers you know, other professional services providers that really have the ear of that client. You know as well. I would say, one of the things that's been an interesting trend as of late and I would say late, maybe four or five years is the CPA firms are more and more focusing on the client accounting outsourcing space Used to be they would do bookkeeping as a means to an end for the tax work and they weren't so much focused on providing what I would call ongoing accounting services to clients, but we've definitely seen a focus in that area in the last five or six years, but it's pretty popular right now and so, but there's still so many companies that need expertise. We don't often go up against five or six at a time when we're looking at a new relationship. It's still very rare, and mostly what we're competing against is companies choosing to build an internal team, but we're definitely the CPA firms putting more emphasis on it. We still have maintained those referral relationships because if you are auditing those companies, you generally don't want to necessarily be doing the accounting for them, and so we partner with folks that really want to put the best interest of the client first and foremost, and so our referral partners. You know there's sometimes overlap in terms of what maybe they can do and what we can do, but when we take that honest approach to what's the best in the best interest of the client, that tends to work itself out. So we want to have partners as well. When we come across something that is not going to be a great fit for us, that we can send and know that they're going to get taken care of in the way we would. Dave: Okay, no, I like it and that's interesting that evolution of the CPA firms really doing more and more outsourced accounting. It makes sense and I think back when I was at Arthur Anderson like a long time ago well, they'd been out of business for 25 years, so it's been a long time ago but I think back then the accounting firms could actually do consulting for clients they audited and I think that was part of the shakeout or the fallout from that and I think that's what led to Sarbanes-Oxley and some of that stuff. Deanna: Now you're getting a little technical on me, but it's actually true. So, public companies if you're a public company you really can't do it. If you are private, technically you can have that separation. The onus is on the CPA firm to make sure that if they're doing an audit and also doing the accounting, that they put the proper separation in place. But a lot of them just won't mess with it. You know because of things that have happened in the past. In certain situations it might make sense, but we oftentimes find that they like to maintain those relationships and so if they've got a strong audit relationship and there's an accounting need there, they generally will refer it out. Dave: Okay, well, that is excellent. We have covered a lot quickly as we're kind of nearing the home stretch. Is there anything I have not asked you that you wish I'd asked you? Deanna: You asked some really good questions. I mean, I think we haven't talked too much. We talked a lot about accounting. We haven't talked too much about our advisory practice. Dave: Yeah, let's talk about that. Deanna: It's relatively new. So our company is 23 years old and I've been with the firm for about 20 and off and on throughout that time. Actually, during all of that time our focus up until about three and a half years ago was the outsourced accounting piece and to get specific about, that's what I would call the controller level and down. So you know our relationships are rooted in that month in close in the financial reporting. We can also pay bills, invoice clients. We don't do actual payroll processing but we do payroll coordination. So a lot of balance sheet reconciliation work, that type of thing, and over the years there would be times where a client may need that forward looking piece or some additional consultation or an advisor to the CEO or what have you, and so we would bring in a CFO generally fractional CFO partner from the outside. So we would maintain those relationships as well and have good referral network there and that's worked really well and we've maintained those relationships. But about three and a half years ago we established our practice internally as well and we have five what we'll call CXOs. But the reason we have the CXO in there is because it's a combination of CFOs and a couple of folks that are COO, executive type individuals that are 25 plus 30 years plus of experience in the marketplace that can bring that expertise and knowledge to the table to really round out our accounting function and really have what we call that seat at the table with the management team. What that does is it allows us to go deeper with our clients and bring operational expertise to the table or kind of merge and mesh the operations in the accounting. Accounting is the ultimate scorecard. So if you're doing your accounting correct and you're analyzing your information, then you can take it back to what's going on in the operations right, whether it's a process you need to revamp or sales you need to focus on or handling something slightly different way, so that team can help. Those individuals can help bridge that gap and then take that information and look forward with the client as well, and get more into forecasting and budgeting. And how do we prepare for a sale, or where should we go next? A new market, that type of thing. So it brings that operational focus in, you know, to the forefront too. Dave: And that service? Was that more an augmentation of existing relationships or adding that piece? Or is that actually grown to be where you're actually bringing clients in through that service path and then sometimes adding the accounting outsourcing or not? Deanna: Yeah, that's a really great question. It's been a little bit of both. So, you know, we've been able to expand our existing client relationships and bring that level of you know of service to the table. But then we have a lot of opportunities that we may not have been able to do the accounting if it were not for that C-suite individual to lead the charge of the team. And those are usually, the more you know, david, the more complex situations where and it's generally not the complexity related to the accounting, it's the complexity related to the relationships, the management team folks, the constituencies, whether external reporting, things like that to have that C-suite individual to help manage all of that allows us then to come in and do what you do, what we do, really well, which is the accounting. It can be challenging for our controllers to have to manage multiple relationships at the client level because of the way that our teams are set up. So to have that extra level of expertise who can get in there and have those conversations and be a right hand to the CEO or other members of the management team, allows us to have a more expanded relationship in certain situations. Dave: OK, yeah, I can see why you all have gotten into that service line. And then how do you know when to still use one of your longstanding fractional CFO relationships, maybe industry expertise or something like that? Deanna: relationships, maybe a industry expertise or something like that. Yes, thank you for bringing that up, because I'm particularly proud of the fact that when we started the practice, we went to the folks that we had existing relationships with and it's you know, it's a variety and we said, hey, we're getting into this, but we don't want to displace our relationships with you know, with you for that very reason because they're you know, as I said before, our focus is to make sure that we've got the client's best interest in mind, and you know our folks are generalists that we have on our team, and so if there's a particular expertise that is needed, say, and really deep restructuring knowledge, or you know just something where we don't have that expertise, we want to be able to refer it out to someone that we know and can trust. So we've maintained all of those relationships. You know that if it doesn't make sense for us, then we know exactly where to go with it. Dave: OK, no, I'm glad that you mentioned that and I'm sorry I didn't ask you about that. What else? Is there anything else that you wish we'd covered, that we didn't get to? Deanna: I think a couple of things that might be unique about us that I think allow us to really bring a high quality service to the table is that we're a group of accountants, so we definitely know accounting, but we went open book management in 2017 through a relationship with an organization called the Great Game of Business I don't know if you're familiar with it, I do. Dave: Yeah, the Springfield remand. I forget his name, jim, something. Jack Stack, jack Stack, yeah. Deanna: Yeah, and so we really we went open book management, not because our folks didn't know how to do accounting, but we wanted them to be able to have a stake in the outcome and to really feel empowered, to know that they can make an impact in our business, and it's been very successful for us. As you can imagine, it's a process-oriented kind of system and a communication system, and so our folks love process and so we follow it. What I would say letter to the law. We huddle every week. We know where we stand at any given time in our financial situation, and the benefit to that is our folks are constantly having conversations and engaging themselves and services farm where the new deals come from. So it's much more expansive than just, hey, how do you calculate gross margin or net income. So that type of conversation really allows us to even be better and bring more of that type of conversation to the table with our clients as well, and we have clients that are becoming more and more interested in that, and so we can help with that as well in terms of helping them if they want to start thinking about how they can get their team members involved. Dave: That's great. Yeah, that was going to be. My next question was whether, having done that for seven years, you're advising clients who are interested in that as well. So that's great, yeah, it's been a lot of fun. That's great. Well, as we wrap up, I have just a couple of fun questions here at the end, Some curveball questions. Are you up for some curveballs? I am, let's see so if you'd mentioned that you've got a recent graduate of UT and then another one that's there. So the question almost could be a two-part, but I'll ask it the way I normally ask it. So if you could go back in time and give advice to your 25 year old self, what advice might you give? Like, with the benefit of hindsight and knowing how things turned out, is there any advice you might give to your 25 year old self? Deanna: Yes, absolutely so. I also have a 26 year old, so I have three children. So, I am tempering myself every single day on how much advice to give and how much to support. Sure, sure, I have evidence by my dinner conversation, even last night, with our oldest who is, you know, looking to make a career move. So I would say the advice I would give to myself is to I was someone who wanted, was very eager, to go to that next step. Have this planned out, have that planned out, get to this next step. And I think the advice that I would give to myself back then would be to take a little bit of time and try something new and not worry so much about if it doesn't go the way that you need it to, or think you might want it to, or you think it might should, and not be so worried about what happens if it doesn't work out, and that can translate to switching a career or maybe even moving away, or you know, for a period of time and just not being so planned out. Dave: Okay, yeah, I intentionally asked the question because it seems like we would be more amenable to advice from our future self than other people might be amenable to our insights. Deanna: Yeah, for sure, and you know, from my young career standpoint you didn't have this question, but I think you know I often get asked the question. I would say as soon as you can get a coach or a mentor, get one, even if you think you can't afford it. I would say invest in somebody who's going to really be objective, push you out of your comfort zone, you know, to someone that you can really rely on to to help you push yourself to grow. Dave: Okay, well, and maybe. Deanna: I've given you an opening there. Dave: So so now you, the next time you want to give advice, you can say hey, I was on this podcast and they asked what advice I would give to myself when I was your age and this is the advice I would have given to me. But I'm not saying you should take it, but this is if I knew then, what I knew now. This is what I would have told myself to do. So maybe I'll give you a new tack that you can take. Deanna: Yeah, I think, as long as it's not your kids. I do mentor a lot of women who are earlier in their career and trying to figure out how to navigate and manage and you know ebb and flow, the things that come with with life and so I really enjoy that and it's one of my, one of my passions, quite honestly. Dave: I think kids your own kids. Deanna: Having that separation is also the advice I would put out there. As we all know, we learn from that and I continue to learn that lesson. Dave: It's ironic. You could have an unrelated person who's virtually a carbon copy of you, and they could have a carbon copy family, yet their kids would take much more value from your advice, and vice versa it's something about you can't be a prophet in your own homeland, I guess you can't be a prophet in your own home either. Deanna: Yes, no for sure. Which is you know the benefit of like having a strong community. You know growing up and having kids and you know investing in your community because that part does help, yeah, but no that's absolutely true. Dave: All right. So the final question. This is the fun one, so I'm going to ask you a question and you just need to give your gut answer, right? So don't think too much about it. Okay, so we're both in Texas, barbecue Tex-Mex. Deanna: Oh, tex-mex hands down. Tex-mex hands down. I can eat beans and rice for every single meal. I actually love barbecue. Five or 10 minutes in it starts to get too much. No, but beans and rice, mexican, all day long. Dave: Yeah, I'm with you. Well, Dina, this was really fun. I appreciate you taking the time to join me this morning and I hope the rest of your week goes great. And again, it was a real treat and I appreciate you making the time. Deanna: No, I enjoyed it very much, thank you. Special Guest: Deanna Walker.

There's a lot of takeaways from any conversation with Joe Minicozzi, or one of his many public presentations. Here's mine today: omnipotent forces didn't create our current systems, whether we are talking about zoning, traffic engineering or tax assessment. Or, in fact, just about anything in life.These were all created by fallible humans. We can, and should, change them. It's our duty, our responsibility. Your local tax system, and your local zoning code were not handed down to you by Moses from the mountain.Joe Minicozzi of Urban 3 is one of those rare people that just has a knack for communicating complex ideas. If you haven't seen one of his presentations, run out and do so. Here's a sample from Not Just Bikes, and one from Strong Towns. Today, we talk in audio form instead of video, but I suspect you'll enjoy it just the same. Since this is a blog, too, here's a few visual references for fun:Find more content on The Messy City on Kevin's Substack page.Music notes: all songs by low standards, ca. 2010. Videos here. If you'd like a CD for low standards, message me and you can have one for only $5.Intro: “Why Be Friends”Outro: “Fairweather Friend”Text Transcript:Kevin K (00:01.231) Welcome back to the Messy City podcast. You know, one of the joys that I've had in being involved with the New Urbanism Movement and the Congress for New Urbanism for many, many years is you get to meet and know people who take a lot of issues that we talk about and care about and completely reframe them and make them much more interesting and accessible and understandable, I think, to a larger audience. And there's been a number of people who who've done that or I've seen that happen in the course of my career. And one of those is joining me here today, live from Asheville, North Carolina, Joe Minicozzi. Joe, how's it going, Joe Minicozzi (00:42.018) Great, thanks for having Kevin K (00:43.771) Well, it's fun. I've been wanting to do this one for a little while and it's you're a busy guy and I'm really glad you made some time. Joe, you may know he's often had his work featured in Strong Towns. He's a regular on the speaking circuit with his firm, Urban 3, and he's really developed a unique approach to kind of explaining our built environment in graphic and financial terms I think has changed a lot of people's thinking about things. And we're going to get to some of that. Joe has, one of the cool things, Joe, is you're working all over the country. So there's always something new to talk about. But before we get there, I do think it's interesting for people to understand your background because like somebody coming upon you today and one of your presentations, they might think, he's like this kind of urban guru guy. What does that mean? Or he's like a financial guru guy, but you're actually, you're an architect. Correct? Not licensed, but educated. Yes. Where did... I don't think... One thing I never knew, Joe, like, where did you grow Joe Minicozzi (01:44.476) Well, not licensed. Can say that. Educated, yeah. Yeah. Yeah, so... Go Joe Minicozzi (01:56.116) upstate New York, Rust Belt, little town called Rome, New York. Kevin K (01:57.445) Ruffio. cool, that's a cool town. Joe Minicozzi (02:05.282) Why do you say that? That it's not cool. When I was Kevin K (02:07.983) Well, I mean, there's some cool built fabric there. No? Joe Minicozzi (02:11.256) No. When I was a kid, they tore down most of downtown. It was literally one of the largest urban renewal projects per capita in the entire United States. And they blew up, I don't know, like eight to 10 blocks of downtown and built a wooden fort. There's a revolutionary wooden fort in what used to be our downtown. Google Rome, New York and go into the downtown, you'll see it. Kevin K (02:39.715) OK, I must be thinking of pictures I've seen of a different upstate New York downtown then or something. Joe Minicozzi (02:43.288) Oh no, no, it's, didn't, but I didn't realize that was abnormal because you you grew up in a town of 30 ,000 people, this is it, right? That's all you know. You just, so when you go to college, you're just like, yeah, surely like you've got a fort in your downtown, right? You know, everybody's got one. Actually Savannah has one. So, but it's not in the downtown. They didn't eliminate Savannah to rebuild a wooden fort. Yeah, but this is a magnet that I have that I in my bookcase over here. This is my grandfather. Kevin K (03:03.193) Right. That would have been rather odd. Joe Minicozzi (03:13.34) used to tie a rope to this thing. And he's an Italian carpenter, first generation American. And he's tied a rope to this and that rope was tied to my waist. And I used to just walk around job sites all day with him as a kid. I was like, you know, six years old walking around a job site with this huge magnet tied to my waist. And I was picking up nails and I would just sit there with this little anvil, like making the nails go straight so he could reuse them because you know, he's depression era. And I thought I was building buildings since I'd go home and talk to my dad and I was like, I'm building buildings with Papa. And he goes, sounds like you want to be an architect. And I was like, Bing, I want to be an architect. so that's, I wanted to be an architect since I was nine years old and I went to architecture school. Kevin K (03:53.903) You know, that's funny. That's like a weird thing we share in common. It's like, I don't know how that happened with me, because I actually didn't know anybody, you know, in architecture. And I knew a few people who built things, but for whatever reason, I just like always knew I wanted to go into architecture and city planning. it's it's just where I was. So, but anyway, so go ahead. Yeah. Yeah. I had no idea. Like why showed up to like freshman year? Joe Minicozzi (04:12.386) Yeah, like, they really cool pencils, right? I mean, it's like little clicker pencils, awesome, great tools. Kevin K (04:22.199) And here's the list of all the s**t you have to buy. And I was like, what is, what does even all this stuff do? Joe Minicozzi (04:25.162) Yeah, here's, out and buy a thousand dollars worth of stuff. Yeah, little, remember that, God, I hate saying this, it sounds old. I was explaining to somebody on staff, remember those little letter writing tools, that little plastic thing that you'd have to put on your parallel bar to make those three lines to do your lettering properly? That was insane. Anyway, sorry, sorry kids. That doesn't exist anymore because we actually type in computers now. Kevin K (04:39.745) my god, yeah. Kevin K (04:44.805) Totally, Yeah. Kevin K (04:53.349) Yeah, I know. Everyone wants to share. mean, actually learning how to do architectural lettering was a pretty cool thing. I mean, I always liked the benefit of Joe Minicozzi (04:59.628) Well, the frustrating thing for me is you go all the way through architecture school and the University of Miami is a five -year program and you never built a building. So how can you be a designer of a building and not understand how it's constructed? So in my fifth year, we petitioned the school to build a homeless shelter and we just went ahead and built it, designed it, built it, worked with homeless folks to figure out what are their needs? How do we help solve the problem architecturally? And think that's one of the beauties of Miami is that, you know, the whole time I was, know, Miami is known for its new urbanism, but I was always talking with Liz Plater -Zyberg about what was going on in my hometown, because here you have a town that was designed for walkability, designed for the things that new urbanists would proclaim, yet it was dead as a doornail and we were eliminating our downtown. And Liz would always say to me, she's like, well, that's economics. That's something different. and we're trying to deal with this flood of what's happening in South Florida. That's a different reality. So this whole being seen as an economist is mostly about chasing a question of what are the policies that shape our environment and how do I visualize those for folks, which is very in line with new urbanism. We just look at the money Kevin K (06:15.397) So talk a little bit about how you got to this point then professionally of working on your own and doing a lot of the economic analysis work that you do Joe Minicozzi (06:24.984) Well, mean, if first is working in architecture, and I think this is probably true for most people that are urban designers, is that you want to look at the context of things that's more exciting for you, or why would somebody say, I'm hiring you, the architect, to do an office building here? If you have an urban design mind, you're like, an office building? Why not a mixed use building or why not a residential building? Why is that developer choosing? That's really the design is when the developer makes a choice, right? And so why is the developer choosing office over residential or over retail? In having an urban design mindset, you're going to be more empowered to be looking for those things, those other forces. What are the financial streams? So after architecture, I went to grad school and then started doing like internships in real estate development, real estate finance. I worked at John Hancock Real Estate Investment Group in Boston. kind top of the food chain, where they had $4 billion worth of real estate across the country. And you're seeing how they're making decisions financially about what's going on in your town, right? Because they're going to be doing an asset in your town, a strip mall or a mall or whatever, right? Totally different design series. It was fascinating to watch, but it felt, if you saw the movie, The Big Short, it felt a lot like that. It was like, wow, these people are like on a different way of thinking. Like there's questions they're just not even asking. We were spending $100 million a year fixing the buildings that we owned. Now when you're making 15 bucks an hour, like that's a lot of money, right? And so you'd sit there, trained as an architect, you'd sit there with these asset managers and I would literally show them pictures of buildings that we owned, a building that we owned in Topeka and a building that we owned in Tacoma. And there are two office buildings that we owned. And I would ask the finance officers, I'm like, what's the difference between these two buildings? And they would start going through all of this gibberish of numbers and cash flows, cap rates, NOI, all of that stuff. And I'm like, no, no, no, look at the pictures. And like, what are you talking about? I'm like, it's the same damn building. We own the same building, the same office park building in Topeka and Tacoma. And you know, they fall apart differently based on the ecosystem. And this was like mind blowing to Joe Minicozzi (08:43.104) And it's just like, wow, they don't even understand what this... It's just a cashflow model for them. It's not a building, right? As an architect, you're going to... Like the windows fall apart differently. It's going to be based on the heat load of the air conditioner, all that stuff. But it's kind of mind blowing that this is the cashflow, the invisible sine curve that's moving by low cell high, that's moving through the system. And we're not even talking about it. So it's always... Yeah, go ahead. Well, it's always made me curious and got into real estate development. And then during the recession is when I started Urban 3, trying to help cities understand that they're prey to these sign curves. Kevin K (09:20.539) Yeah. I remember you used to tell a story about working at John Hancock and I think this is just instructive for people to understand the world of like big development, big finance was I think you had a story about we had they had X million dollars that they had to place within like 48 hours or something like that. What was Joe Minicozzi (09:37.56) Yeah. It was called a capital call where the CEO of the real estate arm came in and said, need to get, I think it was like $120 million into the ground in the next quarter. So that was an issuance that he was given from Topress. think of anybody that's on this podcast, if you have a 401k plan, if you're like CalPERS is the biggest one, the California teachers. pension. They have to make money on their money, right? So they take your retirement investment and they go out and make money so that you can have growth in your dollars as an investor. So if you want to see your 401k plan grow, well, somebody's got to make that money grow. So they're going around, in case of John Hancock, that's an insurance company. So somebody buys John Hancock life insurance. They want to return when they die on their money. what they do at the top level of John Hancock, they're putting some money into bonds, money into stocks, some money into real estate. So ours was the real estate arm. And whatever decision was made at the top, money came into the real estate world and was like, okay, that needs to get into the ground as fast as possible. So they were issued this $120 million in the next quarter. So the people that are finance managers call up all of their developer friends and were like, can I buy a building somewhere? That was basically how it happened. And the more expensive the building, the better because the more we can get that $120 million down to zero, the faster with less transactions. So imagine if you were the guy on the office that found a hundred million dollar building, like that's actually good, right? Now in architecture world, when we go to school, we're learning the direct opposite, like smaller, like little investments. We're not thinking about the big fish that are out there. anyway. Kevin K (11:25.583) Yeah. Sometimes it feels like you're like a language translator, Joe. It's like you have these two different worlds that you have grown to understand really well. One is like architecture and development, and the other is finance. And do you feel like you're kind of like straddling those worlds and trying to explain one to the Joe Minicozzi (11:44.652) Yeah, it's a simple sense, the tagline of our company is a data -driven storytelling, you know, that we have to communicate this stuff. And so lot of what we do is just unnerve things. I just came back from a meeting with our county assessor and their consultant, and, you know, he's going through this report that's got how many pages? I don't know, but it's all this. And it's like, how can you show me all of this text? and start talking to me about it. And I'm just like, I'm like, dude, you got to show me a picture somewhere. It's like, this is crazy. And so what we do is if you watch any of our work, we spent a ton of time breaking a city down to reveal its essence. So I don't need to get into like whether or not your spark plugs are firing at 20 beats per second or whatever. I need to just show you your car works, right? What does the audience want? They don't need to know the details. And far too many of us technically, trained folks, even architects, get down into the details and the audience doesn't necessarily understand does the car work, yes or no. So that's basically the method of our work is try to make it simple for folks. I use lot of analogies when I talk to people because that's how we relate. that's kind of, think of it having a curious mind, you want to go in and break something down, but to be able to speak it to a regular audience. It's not that the audience is stupid, it's just people just don't care about those kinds of details, they just want to know the bigger picture. Kevin K (13:19.545) Yeah, yeah. And so before we get into a couple of those stories, I am also curious, when you started your business in the recession, how did you, like who were your first clients and how did you get going in that world? Because it's definitely a different thing for an architect or urban designer to get into. Joe Minicozzi (13:39.448) You know, the funny thing was, I remember in the recession, I think I did a local lecture here in Asheville to the AIA, to the Architects Association. You know, it's a recession. Yeah, you're not building buildings. So as an architect, you're out of work, you know? But what's crazy about the architectural education, it's really an amazing education in creative thinking, but also critical thinking, right? So we're all given, you remember studio, there's like 15 of us in a studio, we're all given one problem to solve, but you're get 15 different answers, right? So that's the creative side. But the analytic side happens in all of that, that we're trying to break it down and figure it out before we can get to a design process. So that's the critical thinking side. Those skills can be applied anywhere. And then also in architecture, what do you do at the end of the semester? You have to pin up your work and you have to defend but it has to communicate to an audience visually, right? They need to understand what's going on in the design intent by what they see on the wall and how you present it. If you just look at that as a basic educational format, that can be applied anywhere. So we just applied architectural thinking to quantitative economic data for cities, right? So we get all of your data. We figure out what's its floor plan. Like why is this road here? Why is your city grown a certain way? That's all a floor plan, right? But there are decisions that are made along the way that fuel that growth. So if I add three bedrooms to my house, was it because I had four kids? know, it's like, that's the decision point for growing the house. Well, the same is true for cities. So we see when you get white flight, you're going to see that like in Kansas City. We saw that in Kansas City, Missouri, like this massive growth, southward, northward and westward or eastward, That's the whole, and that all happened really fast from 1950 forward. I think you, it's something like you doubled your population from 250 to 500, but you've 10 times your land area, which is crazy. Kevin K (15:52.475) Yeah, yeah, it's somewhere. We had a massive geographic expansion from the like 1947 city until today. I think the original 1947 city or so was probably in the ballpark of about 40 square miles. And now it's like 315 or so. Joe Minicozzi (16:15.242) I'm just drawing off the top of my head. There's an actual presentation out there somewhere, but I think it was like three times the road per person growth. So you're taking down three times the cost. So yeah, during the recession, was basically, I was showing up at conferences trying to help folks that were trying to have conversations about walkability, urban design, equity, and trying Kevin K (16:19.865) Yeah. yeah, absolutely. Joe Minicozzi (16:44.472) trying to share that the things that actually are all things that we advocate for also produce more wealth for communities. Does that make sense? So it was just like, look, we should just talk about that. Rather than say that it's good to have walkability, that can seem like a threat to an individual that you're trying to get me out of my car. That's very judgy. So rather than get involved in that emotionally, let's just talk about the fact that a Walmart actually destroys your wealth. Don't hate the player, hate the game, but you better understand the game. So when we did the models early on, it was just comparing Walmarts to Main Street, and Main Street was winning every single time. But why don't we build more Main Streets? Because the reverse is true, that we make it easier to do the Walmart, we tax it less, we charge it less, so that of course, Walmart's going to... You're going to see more Walmart -type buildings. I don't mean to be picking on Walmart so much. It's That's like a prototype, like the boxes. Those are throwaway architecture. So if you have property tax system that's based on your value of property, then there's an incentive for me to build junk in your community, right? The crappier the building I build, the lower the taxes I pay. Has nothing to do with the costs of the property. So the typical Walmart consumes two police officers per Walmart. So it actually costs you more in police services than a Walmart pays in property taxes. So if you were the owner of a Walmart, that's a good deal for you, right? So don't hate them. I hate us for not doing the math on that. It's that's shame on us. It's not hard. You just go call the police chief and say how many police officers are at Walmart every day and they'll tell you. That's data, Kevin K (18:28.015) Yeah. So let's talk about some of the recent data then. Not far from Walmart country, you've been working in Springfield, Missouri, which obviously is southwest Missouri, not far from Bentonville, Arkansas, which is the home base for Walmart. So we were talking, yeah, and Bentonville's actually an amazing, really cool town. And so you've been down in Springfield doing a bunch of work, and we were chatting about it. Joe Minicozzi (18:44.69) We've done Bentonville too, yeah. Kevin K (18:57.6) So this kind of took you in a little different direction. You started looking at trees and stormwater and everything else. I wonder if you could kind of talk through that scenario. Joe Minicozzi (19:05.888) Yeah. Springfield is really cool. it's one, it's nice about it. It's just straight smack dab in the middle of the country. It's Midwestern. There's not a lot of dynamic change to it because you don't have the coastal pressures of being next to an ocean or something like that. You don't have the rapid change of Silicon Valley where there's crazy changes in employment. It's very stable that And so in that stability, it's sort of a nice control subject of what's going on here. It's also not, it's not at the edge of some blast zone of some other city, you know? So think of like Rancho Cucamonga, California, which is outside the blast zone of Los Angeles. So whatever happens on Los Angeles is going to spread into the suburbs, suburb cities that are around it. So anyway, putting that aside. There's also this business person there, his name is Jack Stack, who wrote this game called The Great Game of Business, awesome book about business transparency. So the quote that I like of his is, I'm reading it right here, it says, a business should be run like an aquarium where everybody can see what's going on, what's going in, what's moving around, and what's coming out. So his theory of business is that everybody inside the company should know the balance sheet, they should know the P &L. that it's not him as the business owner, that he has a gold mine of money in the basement. You know, that everybody on staff should understand they've got to pay rent, they've got to pay insurance, all this stuff has costs. Well, our attitude is the same with cities. We should make the city economics so transparent that everybody understands the land use, the economic consequences of land use decisions. Don't tell me that people just want to live out in suburbia. Of course, if you're subsidizing them, why wouldn't you want to live in suburbia? So they hired us to do that modeling. Their city has run mostly off sales tax. think it's 86 % of their revenue comes from sales tax, 14 % comes from property tax, as far as geospatial, things we can put on a map. So that's kind of like the majority of their cashflow. When I did the presentation there, Joe Minicozzi (21:27.2) One of the things that we're doing the first side, showing the revenue and we're getting feedback from the staff and you're an urban designer, I'm an urban designer. One of the things that we tend to pay attention to how a city is shaped and what it looks like when we drive around. There weren't a lot of street trees in the city. And Graham Smith from Multi Studio based in Kansas City. He's the urban designer on the project. Graham said to me, goes, Kevin K (21:49.935) Yep. Joe Minicozzi (21:54.988) Do notice there's not a lot of street trees? And I was like, yeah, that's kind of crazy. It's like, it's like somehow like trees don't happen in the city. So I made a comment about it during the staff meeting and somebody in the engineering department said to me, well, I said, why don't you have trees? And he just said to me, goes, well, it's because trees attack the streets and sidewalks and use that word attack. I like my, my designer kicked in and I immediately responded. Do you not know how to design a tree pit? And then I stopped and I was like, well, that's not fair because I'm going to put them in the defensive. so, you know, this is somebody that's coming in with a mindset of maybe he came from, life safety or something, or the risk department inside city government. So he's only looking at it as a balance sheet item of one line item. Yes. A tree could screw up a sidewalk if you don't plant the proper tree species and don't build a tree pit. I got it. But it doesn't mean you should just lay waste to all trees. So just for fun. I came back to the office, I talked with Lea Hanringer, who was on the project. was like, and Lea's interested in understanding climate effects. So let's just look at the trees and what they could do financially for the city. So the whole stormwater system is, well, currently they're at a $9 million a year deficit in their stormwater system. They should be spending 15 million a year. They're only spending 6 million a year. So let that wash over you. They're not investing enough in their system that they've built. So that's only going to cause an economic collapse at some point in the future. If I don't brush my teeth every day, that's going to be a problem. One of them is going to fall out, right? So brushing my teeth every day is a maintenance issue. Same is true with any kind of infrastructure system. But to just go out and just totally replace the whole infrastructure system, if we just went out and built their stormwater system today, it'd be $600 million, $661 million worth of investment. So we considered the tree as a pipe and just said, what do trees do? And we actually made a cartoon of two sponges on a stick because there's a sponge in the air called leaves that suck water when the water hits it, keeps it from hitting the ground. And there's a root system that absorbs water from the ground. All of that keeps it out of the stormwater system. So a tree is essentially a pipe replacement, just to be crude about it, right? The average tree in Springfield, Missouri. And again, you don't have to be exact. Joe Minicozzi (24:23.192) Let's just get in the ballpark. It's like 770 gallons of water per tree gets sucked out of the air and 1500 gallons a year gets sucked out of the ground by the root system. So we can do the math on that and we kind of did an estimate based on the trees that they currently have in their city. Scaling that up, you're talking $600 ,000 of savings in the air and $1 .6 million savings in the ground. So that's $2 .2 million a year that you're not paying. in your stormwater system because of these trees. Here's an idea. Buy more trees. That sounds like a real rocket science idea. But I know, hey Joe, trees cost money, then we're gonna have to maintain them, we're have to make sure that we've got to get out and fix a sidewalk every once in while because we did something wrong. Okay, well we can do numbers on that. So we ran the math on it. The average benefit from the tree is a pipe, if you will. is about $115 a tree. The cost is 75 bucks. 'all take out your calculators at home, subtract $75 from 115. That means it's net positive 40 bucks a tree. we just, you know, just as a rough estimate, if you just go out and plant 10 ,000 trees, you're going to be net positive $400 ,000 a year. You can essentially use the tree to manufacture money to buy for police officers. That's cool. So don't just take it and look at that one side and just like, yeah, it's complicated to fix a sidewalk. What are the downstream effects of this? Now to kind of scale this up, remember I said $600 million system. Eugene, Oregon, we just happen to have the data. So Springfield's 170 ,000 people, Eugene, Oregon's 175, so it's got 5 ,000 more people in it. The stormwater system in Eugene, which actually has more rain in Eugene than in Missouri. Their stormwater system cost 400 million dollars versus Springfield is six hundred and and and 20 million dollars so so basically another way putting this Eugene, Oregon saved a hundred and eighty million dollars in their stormwater system and It comes down to the fact that they're a lot smaller. They the city shape is more compact So by doing compact design, you can actually save a hundred and eighty million Joe Minicozzi (26:46.903) Does that make sense? It's 35 square miles for Eugene. It's 83 square miles for Springfield. Kevin K (26:52.327) And to put it in context, I would imagine Eugene is still largely a city of like single -family homes. It's just maybe exactly, it's just a different layout for the city itself and how everything is configured on the ground. Joe Minicozzi (26:59.862) Yeah, yeah, it's not European. Joe Minicozzi (27:09.592) Well, our attitude is like, look, these are your choices. I live here in Asheville. So if you want to stretch out, fine. If you're a Midwestern city and you're like, hey Joe, this is the Midwest, you don't understand, we got lots of land here, we're gonna stretch out. It's like, oh cool, yeah, do it. But just make sure that you understand the cost of that stretching out and make sure that you let your decision makers know that people want to have a one acre yard, awesome, but it's gonna cost us $180 million more in a stormwater Is that the best choice for that public investment, that $180 million? Or could you have, I don't know, sent every child on a walkabout sabbatical around the world with that investment? There's lots of choices you could do with $180 million. Let's just be honest about Kevin K (27:58.117) Yeah, no doubt. Not to mention like one of the least of which could just be like lower taxes if that's your thing, you know. Joe Minicozzi (28:06.232) Well, or you could have invested that $180 million in more trees and you would have had $50 million of new revenue in your system on an annual basis, which is more than the ARPA funding that you got. ARPA was just a one year deal. Like you could actually manufacture more money than the federal government gave you. I mean, come on now, let's just talk about Kevin K (28:18.307) Right. Kevin K (28:24.123) Yeah. And I think the interesting thing is you're not even really getting into what some people might think of as like the frou frou design benefits of trees versus not trees in this. And so makes it a more pleasant place to walk or Joe Minicozzi (28:37.174) yeah. Aesthetic quality that reduces the heat island effect, reduces your air conditioning bills because you're not dealing with the outward effect of radiation. mean, there's lots of things. CO2, I mean, we didn't get an A that. We're just like a tree as a pipe replacement. Just start there. But yeah, if you did do those numbers, if you read, I don't know if you see on the bookcase up here, Happy City. and they get in the quantitative sociological effects that are actually financial as well because Canadians measure that stuff. We don't in America because we don't pay for health systems at the government level. So when the government actually does pay for the health system, they kind of want to know what the costs are. know, Charles Montgomery used all of that math in there to explain the financial consequences. I think the book is sort of a mislabeled. I think it's more of an economic than with the name Canotes. Kevin K (29:35.739) So at the stage you are now with Springfield, have you presented all this information to them and had that out in the world? Joe Minicozzi (29:45.356) Yeah. Well, one of the biases was that they wanted to continue to annex more land. And the first question I asked, which was why? And they said, well, people live out there and there's some higher wealth houses that are out there. Therefore, we're going to get higher taxes. And the reality of it is, and this is back to the original analysis that we did, which is the value per acre analysis. One of the biases people have with math is when they see like the Walmart's worth $20 million, they get really excited about it, especially compared to a building that we rehabbed on Main Street here in Asheville that's $11 million. So Walmart's twice the value, right? But that Walmart took 34 acres of our city versus our building on 0 .5 acres. And it's just a habit that humans have where they just immediately go to the big number without understanding the efficiency. Well, the same is true with suburbia. It's like, okay, yeah, they're experiencing wealth flight out of Springfield where people are just outside the city limits out in the county in their high -end neighborhoods. But when we do our tax model, you can see that they're actually not that productive. That's the first thing. Back to how I said, Springfield gets its money. They get their money off sales taxes. So why would you want to chase residential? Makes no sense. So we're gonna go and bring them into the city limits and then we're have to provide more services for them and not get any taxes out of them because we get all of our taxes out of sales. I actually told the audience when that question came up, I said, look, right now they're living outside, driving into your city and shopping, you're collecting their sales tax dollars and they're going home. You don't have to pay for their schools, you don't have to police them, you don't have to put the fire services for them, that's their problem. Why would you wanna take them in? and have more costs in your community when you're already getting the money that you need, which is the sales taxes. And as a planner, I hate saying that because it's like, everybody should be part of the community if you're involved at an economic level, but from a brass tax of how their financial system operates, there's no incentive for them to annex that land. But again, when you have the politics of everybody just there, and this is something just true to the new, as long as you've been in new urbanism and I've been involved, it's like this kind of habit. Joe Minicozzi (32:10.06) that we are America, so we must suburbanize. It's just this, it's ingrained in us. And it's really, it's a myth more than anything else. Kevin K (32:17.014) Right. So it also kind of strikes me, one of the interesting things about your work or that you get to see is the very different ways that local governments are funded all over the country. So you've talked about this example in Missouri, and it's probably really similar to how my city is. If I broke down our property tax bill, I think about 70 % of it goes to the school district. And then it's kind of apportioned up between the county and the city and some other, like the library board and a mental health. Board etc, but the lion's share is a school district and most of our city revenue is sales tax and then income tax because we Yeah, which is rare, but we have an income tax But I'm curious like what you've seen like around the country. Are there approaches that seem better worse more sustainable less sustainable or they just like they're Joe Minicozzi (32:54.4) Yeah, which is very rare. Yeah, that's Joe Minicozzi (33:08.916) They're all different. One of the jokes that I used to make is when we did this, I want to reference my former boss, Pat Whalen, in public interest projects. Pat's amazing. He's a genius. Pat had this incredible PowerPoint called the Economic and Environmental Case for Urbanism. And so he's the director of a real estate company trying to explain the value of downtown revitalization to people. That's where the value per acre analysis comes from. It was part of his show. what was interesting is it made sense in Asheville, and I just started poking around other cities in North Carolina because I was on the Downtown Association Board, and we're trying to figure out the value of our downtown versus other downtowns. you have a day job working for a district, the real Kevin Klinkenberg, you have this day job for this boundary. Well, don't you want to know how you operate versus the downtown improvement district or the Westport improvement district? Yeah, of course you do. So I was doing that for 10 cities bigger than Asheville and 10 cities smaller than Asheville. What's our taxable, non -taxable ratio? Who's got too much non -taxable? I don't know. Like until you get the data. So I made this shared website that's a Google document. And I shared it with the downtown directors for all the 10 cities and we populated it so we could all get metrics to understand how we stack up. What was your original question? Kevin K (34:43.963) It's just about the different mechanisms for a big local Joe Minicozzi (34:46.75) yeah. So, in that, we started to see that the downtowns were crushing it versus every other part of the city. Right? So, as an urban designer, we advocate for walkability, downtowns, everybody likes them, why don't we do more? And we start to find all the zoning rules that don't allow it, all the policies that don't allow it, and all the biases. And a whole Congress for urbanism is essentially discussing these things, going, who the hell put these things in place? You know, it's just, that's what we do. And we try to undo. these kind of rules that kind of get in the way. So I was doing, I think I was talking to Peter Katz and he's like, does it work this way in Florida? And I was like, I don't know. And so he hired us to do the analysis in Sarasota and sure enough, it was the same damn thing. So here's the way I see it. Florida has totally different rules than North Carolina. North Carolina has different policies than South Carolina, which is way different from Missouri. Everybody's got different state tax policy rules. But you know, and I know, when you drive around suburban Phoenix or suburban Los Angeles or suburban Boston, you see the same crap. To the radio audience, that's an architectural terminology, but it's like you see the same junk everywhere, right? And I told Peter, said, you know, it's hilarious to me. We all have different math, but it yields the same results. So in North Carolina, it's two plus two equals In South Carolina, it's three plus one equals four. In Florida, it's one plus three equals four. In California, it's 22 times 16 divided by the square root of 47 equals four. You know, it's like, we can make it complex, but at end of the day, that's all we have to do is use our eyes and go around suburbia and say, why is this happening? And you're going to see the same exact economic results in the landscape that's baked into the policy to reward it happening. So sort of shame on us for, you know, I don't have a math degree. I'm trained as an artist like you. I draw pictures, but I'm gonna go look at those policies and read them. Sometimes it gives you an aneurysm when you read some of these policies. But I think that's the beauty of the world that you and I operate in, is we're not afraid of that stuff. We'll get involved in transportation policies. Let's go read the ITE manual. It's like, of nerd does that, but we do it. Kevin K (37:07.611) I mean, if you talk to me when I was 19 years old in architecture school and said, well, hey, you're going to learn all about the intricacies of zoning codes and traffic engineering and also like, what? What are you talking about? But if you really want to understand your world and make a difference in it, you've got to dive into those things. So yeah, exactly. And actually, it is kind of fun and interesting to learn that it was fascinating to me when I first learned. Joe Minicozzi (37:25.826) and not fear Kevin K (37:35.003) much more about traffic engineering, like how engineers actually thought and what they were looking at and how they were evaluating streets and intersections and everything else to come up with their solutions. Joe Minicozzi (37:47.544) Well, you can be a better practicing professional too if you're respecting their profession and saying, I want to learn how you operate. Now I'm going to call BS on things when I see it, but at the same time, I'm going to respect that you have knowledge that I don't and I want to learn. But the thing that makes, I think that makes you and I different is that we also know that Moses didn't deliver their rules. That these are not infallible people that have designed this stuff. Kevin K (38:12.184) Right. Joe Minicozzi (38:16.056) that these are humans that are operating with their best intention, but often they make mistakes. Kevin K (38:22.331) No doubt, no doubt. I think we don't emphasize that enough that really so much of what we struggle against is just people trying to create systems and rules and then working with it and all of that can be changed. Joe Minicozzi (38:37.112) Yeah. Well, I just, this morning I sat with my county assessor and this is trouble that we started back in 2021. And here we are three years later and we're going through a reassessment in January of this year. And he's telling me that like a lot of the things that we recommended back in 2022, they're going to do, but they're not going to do it until 2029. I just about lost my mind. I was like, you know how many human beings my wife and I could produce in four years and you can't change policy? Come on now. That's bias in the system where it's like, there's nothing to stop them. It's just they've never done things this fast before. it was kind of frustrating and I told them, said, look, you just need to see me as a taxpayer now and not a consultant. I live here. My staff suffers. Kevin K (39:12.377) Yeah. Joe Minicozzi (39:32.438) with housing, everybody I know suffers with housing in this community because we're a hot market right now. And it's not fair that because you're going to be uncomfortable changing the way that you behave, there's no law that says you can't do this. This is just about your practice. And we see this, you've seen this with your career with city planners. It's like, well, we just haven't done it that way before. It's like, well, change. Kevin K (39:55.749) Yeah, yeah, it's not hard. It's not the end of the world, you know. Joe Minicozzi (39:57.622) The world's not going to stop. And guess what? Guess what? You're going to make a mistake again. Yeah, it's going to happen. It's like we're humans. Kevin K (40:05.423) I know. There's a real struggle a lot of times to just get people to take a risk to try something and try and fail and if you fail, it's not the end of the world. So what has Joe Minicozzi (40:16.376) They won't assess Airbnb's as commercial product. I'm like, dude, we've got 4 ,000 of them in my city. I've got people from Florida, cash flowing houses up here, and they're paying them off in four years. And my staff can't do that. I can't do that. Like, what the hell? And so why are you choosing to value them as houses and not commercial product? And the state, the state charges an occupancy tax on top of them, right? So the state knows that they're hotel rooms. Kevin K (40:19.532) yeah. Joe Minicozzi (40:45.368) because they're paying an occupancy tax, much like a hotel room would. So why are you choosing to value it differently and not value it on its cap rate? And I'm serious. Like I know that I'm kind of like beating this drum about here in Asheville. Nationwide, this is a problem. And the assessors are like, well, you know, it takes a while to kind of work this out. I'm like, no, Airbnb has been around since 2015. For f**k's sake. Sorry. It's like, this is, it shouldn't take 10 years. Kevin K (40:59.547) Yeah, no Joe Minicozzi (41:14.626) to realize how it affected the marketplace. You just sound stupid at that point. we don't understand. Kevin K (41:19.289) Yeah, it was crazy. It was such a big issue, as you might imagine, in Savannah, which I think for a time, Savannah was like the number one city in the world for Airbnb. Joe Minicozzi (41:29.516) Well, at least in Georgia, you have a separation between an occupant and a non -occupant. We don't have that in North Carolina. We're all treated the same, which is insane. So in Georgia, if you own a house in Savannah, but you live in Kansas City, you're taxed at a higher rate than somebody that lives in a Savannah house. Owner -occupied is totally different than non -owner -occupied. In North Carolina, we don't even have that protection. So it's even worse for us. So it's maddening. So anyway, anybody that's on this podcast that lives in a tourist town, like this is one of the things that should be the top of your agenda to talk about. It's like, I'm not saying don't do it. You we're a tourist town. Our baseball team is called the Asheville Tourists. Got it. Been the Asheville Tourists since the 1920s. This is our economy. But don't tax them less. That's crazy. Yeah. Kevin K (42:00.068) Interesting. Kevin K (42:24.443) Understand what they are, tax them, or have some policy that makes sense. Yeah. Yeah, no doubt. So one of the other things that you've been able to do with your work then is kind of related to all this. You get the chance to like dive deep into the history of especially like property taxation and other things. And I know you've read a lot of stuff in this world. How has Joe Minicozzi (42:28.746) It's a commodity, right? What does that do to housing prices? Kevin K (42:51.269) kind of impacted the work that you're doing or you're thinking, or what are some notable things that you've seen and just looking back a long time ago when a lot of these rules were being formulated. Joe Minicozzi (43:01.75) Yeah, there's some. One of the things about new urbanists, it's kind of weird. I hate that term because we're sort of just urban thinkers. We're complex thinkers. Joe Minicozzi (43:19.68) It's not new. This is just, we're operating in an urban environment, we're going to be interrogating things, but we tend to lean toward, if it's broke, fix it. That's our attitude. And it shouldn't take forever. But we also swim upstream to try to figure out who put this fence in. So who put the fence out in that field? And why is that fence there? And if the fence serves a purpose, keep the fence. If the fence was there for just because some random situation, get rid of it. It's like unnecessary policy. So you'll hear within our cluster of crazy friends, a lot of us are just like, rid of parking standards. Why do you need them? Why do we have trip counts for highways? Because when you look at the base data of trip counts, it doesn't make sense. Plus, since pandemic, we've changed the way that our commute patterns operate. So we should be changing our math. And like we operate faster with a level of, with trying to stop the bleeding, if you will. We're triage people, you know, we're like the emergency room medics. But we're also going to go upstream to figure out how did this start? So just for, you know, I started to see a lot of patterns in the assessment maps of how neighborhoods were construed or different market areas that lined up with redlining. And so redlining started in 1934 and went to 1968 and was deemed unconstitutional. But if you go to Mapping Inequality website, you actually find that there's maps that predate redlining that the bankers were using that was essentially racist. That if you were an immigrant or in a black neighborhood, they deemed you high risk and they changed your ability to get cashflow. Redlining was adopted at a federal level. So it's federal policy that said this is the rule of the land now, which makes it pernicious. It was already pernicious before, but for the federal government to come in and say, we're going to be unconstitutional here is pretty bad. But to everybody's credit, everybody's hands got slapped in 1968, that changed. Well, here we are today and we're still seeing the same effects in the valuation that models very similarly to redlining. So I was just like, well, maybe there's got to be a book somewhere that this is all talked about in the Joe Minicozzi (45:41.816) I found this book from 1922. It's the ninth edition. So was actually the first edition was 1895. So think about this, a book was reprinted nine times because it was so popular. It's called The Essays and Taxation by Edwin Seligman. And I love this quote. So just for the radio audience, just turn on your mind to 1895. This is what he wrote. Practically, the general property tax is actually administered as beyond all doubt, one of the worst tax systems known to the civilized world. Because of its attempt to tax intangible as well as tangible things, it sins against the cardinal rules of uniformity, of equality, and of universality and taxation. It puts a premium on dishonesty and debauches the public's conscience. It reduces deception to a system and makes a science of navery. It presses hardest on those least able to pay and imposes double taxation on one man and grants entire immunity on the next. In short, the general property tax system is so flagrantly inequitable that its retention can only be explained through ignorance and inertia. It is the cause of such crying injustice that its alteration or its abolishment must become the battle cry of every statesman and reformer." So this is somebody who works in taxation and goes, this is a crock of junk. Let's get rid of this. And that was over a hundred years ago, right? And so now I sat in a two hour meeting. with my assessors and their consultant going through is excruciating detail, all of this crazy mathematics. I'm like, why are we doing it this way? I understand what you're doing, but let's take a big step up. Why do we finance cities this way? Why is it based on value? know, Kevin, you and I are trained as architects, right? We want to do beautiful buildings. We want to do, if I could afford it, I would build a stone house, you know, because I like stone and it lasts forever. So I create an asset that will be in the community for hundreds and hundreds of years paying taxes. Why would you penalize me for that? You should be charging me on how often I drive on that road and how many times I use a fire call. Charge me for the services you provide rather than some arbitrary, hey, you built a stone house, therefore you pay more taxes. You could be right next door to me in a tin shack and have actually more income than me. Joe Minicozzi (48:09.944) and be taxed less because you have a tin shack and I've got a stone house. I could be making $50 ,000 a year and you're making $200 How is that fair? This is where I said that the income tax is a little bit more fair, but the thing is if you're really rich, you're not making income. You've got assets, right? Those are all hidden somewhere, not being taxed. So there's no perfect systems. That's why we advocate, and you see in our models, those red -black models where you have Black is producing wealth, net positive, red is net subsidy. And we did that for Springfield. 80 % of the city is subsidized. So just show that to the citizens and just be like, this is how we're subsidizing it. Is this the best choice? But you should charge me for it. If there's, yeah, go ahead. No, Kevin K (48:52.091) So when you do this, go ahead. I was going say when you do that kind of historic research, it, I mean have to ask the Georgist question, does that, how do you think about that relative to the Henry George critique, the land value tax approach versus the standard property tax that we do in most places? Joe Minicozzi (49:11.16) I mean, I think that aligns with Henry George, the statement. It aligns with how I feel as a taxpayer and also as somebody that practices in this world. The more we get into this with the Cessars, I have all the respect in the world for what they do because we do all of our work on their data. So I'm very thankful for them as a profession. But I also see that they're trapped. in a construction of their own making, the same way that traffic engineers are. And for anybody that's on this podcast that's read Confessions of a Recovering Engineer by Chuck Marrone, I mean, he nails it. That same ethos in that book is the same ethos I see with the zoning people that are all just about zoning. This is the way the zoning is, as if some omnipotent force gave them the zoning, you know? And then there's the same as I see this with the assessors, where I always ask them, I'm like, why is that the standard? Where did this come Like today when this one assessor was telling me that legally they can't assess Airbnbs as commercial. So I immediately asked her, I'm like, can you show me the law that says that? And she just went blank. And I was like, you just told me that there was a law that this, so tell me the law. And they don't, this is their bias. This is their practice. This is their fear. They're afraid to stir up the people that are out there with Airbnbs. I'm like, that's not what the law says. So you're making a choice not to do that. There's so much... Joe Minicozzi (50:43.129) discretion that people don't talk about. You see this when you talk to old school planners that are just like, the trip counts and the parking requirement, their bias kind of comes in. They won't call it a bias. Kevin K (50:56.197) Yeah, yeah. And I think we've often talked about that. And I think Jeff Speck famously wrote about that. You can manipulate a traffic study to say whatever you want it to say. And it's really just about the choices that you're making of what you want to do or what you want the outcome to be. Joe Minicozzi (51:14.12) We did a land analysis. Back to Henry George, we did a land value analysis where we just turn off all the buildings and just look at the land value per acre. This was in Cheyenne, Wyoming. The larger parcels in the commercial strip area were half the value of the out parcels across the street. I asked, I'm like, does land magically lose half its value when you cross the street? Same zoning category. And the tax assessor told me with all confidence, she goes, well, the cheaper one is bigger. The more land you have, the lower the value. And it's like, what economic rule is that true? And she goes, there's less people that can afford large tracts of land. So therefore we have to give a discount because there's less people in the marketplace. And I was like, well, that's kind of true. But does that work this way with other limited commodities like diamonds? If I get a bigger diamond, is it cheaper? Surely there's less people that can afford a bigger And everybody in the room was laughing, but she was just totally confused by that. And the weird thing is that I don't have an economics degree. I've actually never taken an economics course. So I just asked a question because I'm curious about this stuff. Kevin K (52:23.323) Yeah. So Joe, you've also been working a little bit in Annapolis, Maryland, which is obviously a really, really different context than Springfield, Missouri, one of the oldest cities in the country. wonder if you want to talk a little bit about what you've been doing there and what you're seeing. Joe Minicozzi (52:40.376) Yeah, Annapolis is cool. We did one of those red -black models for them. And one of the things that we noticed was their annexation pattern was an interesting tell. It's kind of funny. like, I've got a picture for that, but it's kind of hard to talk about a picture in this space. I'll Kevin K (53:03.387) Well, eventually, eventually this will be a YouTube thing too at some point. So we could do Joe Minicozzi (53:08.696) Yeah. from one of the things you could see in the, again, we talked about at the start of this about Kansas City, there's tells in the annexation pattern that tell you the problems that you're having today. So it's kind of like, you and I are the same age. I'm 56. There's things that I'm dealing with today in my body that didn't happen because of what I did last week. It happened because of stuff I did when I was in high school, right? The older you get, like all of a sudden it's like, my ACL gave out. Why is that? It was because I played football in high school. So it's like, just took a while for that ligament to just finally give. I can remember the concussion that I had when that happened. You know, it's like things like that. So we look at cities the same way as what did you do in your past that you're now seeing the problems today? So. One of the rules that we all know is roads only last about 50 years. so every 50 years is when you have your heart attack based on what you did when you first built those roads. Annapolis did 71 % of its land acquisition. So if you look at it today and just say, if we make a pie chart of this, when did these areas break down? Their first hundred years is 4 % of their land. for their first 100 years. From 1920 to 1800, that's 80 years, they did 5 % growth, okay? So that was 120 years. In just the year of 1951, they annexed 71 % of their land. So let that wash over you. Just imagine the pie in your mind of 4%, 5%, and then 71 % in one year. So those developments didn't all happen in 1971. would take a while from the late 50s, early 60s when you start to fill in all of those subdivisions, you're filling in a lot of lane miles in 71 % of your city. So those roads are now being replaced now in the 2020s, 2030s. And they're looking at, let's see, kind of try to do the quick math here. They're looking Joe Minicozzi (55:34.264) close to. two thirds of their roads are coming due because of that original sin of that annexation. But the habit in the 1950s, I think about that. People come back from the war, we're like, we're going to be modern. There's all these policies in place to reward this, the federal highway system, the FHA loans. And it's not that people had ill intent, they just were naive. They're just like, well, let's try something different. Let's kind of remake cities. And this is what we're dealing with. It's like we have to kind of think back to when that happened. So we show them the And you can see their jaws drop when I was showing this to them. And it's kind of like walking in and I'm the doctor, we just got a bunch of CAT scans and I show you your broken shoulder. I'm like, is the reason why you can't pick things up. You've got your shoulders broken. And everybody can see it because you can see it on the map. 71 % is a lot of area in one year. Kevin K (56:27.023) Yeah. What is some of the examples of how some of your clients have reacted to information when you're finally at the end? I would imagine it runs the gamut from complete denial to people excited to make some change. mean, what do you see on the back end of doing these analysis? Joe Minicozzi (56:49.196) You know, the mayor actually called me yesterday. I was bicycling into work and I get this telephone call from Annapolis and it's him and he's so excited. And he goes, it's it's hard. It's indescribable. We're all singing from the same sheet of music now. And so, you know, in respect for politicians, and I don't, I don't mean this in a, in a, as, negative as this is going to sound, but think about, let's, let's just kind of make it blunt. You win a popularity contest and you become mayor. That's it. That's the American system of government right there. They don't have the master's degree in urban design. They don't have the research of 30 years of public policy analysis and parking requirements. They don't have that junk shoved in their heads the way that you and I do. So they just win this popularity contest and they're trying to figure things out. their commerce is what they hear from people, the emotions, the conversations, how people react to their day -to -day living. It's sort of on us as professionals to help demystify that. So that's basically, that's the MO of our company is we're going to try to find a way to give you a lot of quantitative data, but we're going to do it in a way that's easy to understand and give you a pie chart. You know, it's like, we're not going to make that hard. You know, it's just, it is. This is what's going on. Here's that pie chart showing you 71%. is in that one year, they've had that data since 1951. It's like, it shouldn't be magic to pull this stuff out. So it really is on the professional to do that. So usually what we get is we see a game. He's right. We do see a game change from people because we've created a graphic that people can see and they can see what's going on. You can't argue against the pie chart. There it is. 71%. It's like there's data. There's a pie chart so everybody can see how big that is. Just make it simple. We don't hand you an 85 page document explaining it all in text. Why? 65 % of the audience are visual learners. Show them a picture. So once we did that and kind of walk them through and help them understand, they could see their city with new eyes. That's actually another quote that a mayor gave me in Davis, California. He goes, it's as if I've never been to this city called Davis and I could see it with new eyes Joe Minicozzi (59:16.886) So it's respecting them and honoring that their life is hard. Their role is near impossible. They've got to learn how a multi -billion dollar corporation operates the night after the election. And there's all of these habits baked into it. how do we short circuit that and make it easy for people to move? So we've seen changes. We've seen Rancho Cucamonga, California. They adopted a one to six rule for their downtown as an area to value ratio. So now they have like a two drink minimum, if you will. And there was a steel manufacturing company that came in for a tax break. And the assistant city manager told me, goes, you know, it's fun is after we did this math with you all, he goes, they came in and asked for a tax break and they're a big employer. But then I compared them on a per acre basis to other manufacturing plants in our city, these smaller ones, and they were actually way more beneficial than this big one. So I told the big one to take a hike. And it was like, that made my month. It's like, I couldn't believe he did that. But it was like, we gave them a new language to understand themselves. And as a consultant, it's like, yeah, I wasn't there for the win, but I feel proud of that. It's not sexy to talk about, but it's like, that's cool. So there's not as much satisfaction as being an architect when somebody lives in a house that you produce, but it's a different kind of satisfaction. Kevin K (01:00:52.003) Yeah, I really like the analogy of, it's almost like you're providing an MRI or a CAT scan. You're the doctor giving them critical information about the health of their community. And then really it's up to them to decide, do they want to correct that health or not? Joe Minicozzi (01:01:11.606) Well, it's value statement of our company too, that the doctor doesn't blame the patient. And so if you're going in and you're a smoker, chronic smoker your entire life, the doctor knows you're an addict. But what can the doctor provide you to help you get past your addiction? So the doctor is going to show you an MRI of your lungs and you're going to see the black spots all over the lungs. The doctor is going to be like, guess where that's coming from? Kevin K (01:01:14.083) Okay. Joe Minicozzi (01:01:40.128) and you'll say, it's my smoking. It'll be like, yeah, you want to keep doing it? It's up on you. I'm not going to be able to pull a cigarette out of your hand, but I have to do what I can to give you information to be an educated consumer. So that's kind of our MO. Kevin K (01:01:54.821) Joe, I think that's a great place to wrap. And if people are looking to find you and your company, what's the best place to go? Joe Minicozzi (01:02:06.552) Urban3 .com, three is all spelled out. You can also, there's plenty of videos online that you can Google through YouTube. My favorite one is the one that Not Just Bikes did on our work. Not Just Bikes is just a great resource for lots of information on city planning. And also Strong Towns covers a lot of our work. And also the Congress for New Urbanism. If anybody wants to come to a conference, the Congress for New Urbanism or the Strong Towns Gatherings are great. Or if you want to go deep nerd, we're like at the Government Finance Officers Association conferences every year. That's a whole lot of fun. So yeah, we'll see you around in public and thank you for doing all of Kevin K (01:02:54.405) Yeah, so really appreciate it, Joe. I'm sure we'll do some more in the future, but this is a great introduction for anybody who doesn't know your work. And also for those who do, I really appreciate the deeper dive. So hang in there. Keep doing what you're doing. And we'll talk again. All right. Joe Minicozzi (01:03:13.25) Thanks. Get full access to The Messy City at kevinklinkenberg.substack.com/subscribe

2024 ACB Summer Auction Saturday, June 22 at 6:00pm ET Broadcast on ACB Media One Shipping Donors Thanks to the Bay State Council of the Blind ($250), Veterans of ACB ($150), California Council of the Blind ($100), Council of Citizens with Low Vision International ($100), ACB Families ($100), ACB Teachers ($100), Illinois Council of the Blind($100), North Dakota Association of the Blind ($100), VisAbilities Show ($100), Terry Pacheco )$100), Merrilee Hill-Kennedy ($100), Pat Tusing ($80) ACB Next Generation ($75), Natalie Couch ($50), Angelo Lanier ($50), David Trott ($50), Chris Bell ($50), and Agnes Ferris ($10) for their generous donations for shipping. Segment One - Cindy Hollis and Deb Cook Lewis 100 $50 Gift Card to The Southern Grill donated by ACB Board of Publications Director Cachet Wells The Southern Grill, a local restaurant, has been serving hearty home cooked southern meals in Jacksonville since 1998. Besides serving breakfast, lunch, and dinner with dishes such as BBQ, sandwiches/wraps, Greek platters, vegetarian options and more, along with beer and wine there is something for everyone in the family to enjoy. Located within 15 minutes and approximately 0.7 miles from the Hyatt Regency Hotel. The Southern Grill promotes local musicians that have become a favorite part of their dining experience with Open Jams and live band music several nights a week. 101 A Set of 5 Holiday Ornaments Handmade and donated by Jamaica Miller You will receive one ornament of each color: red, green, gold, blue and white. They are adorned with pins and beads in various bright colors, and each will have a tag of your choosing. You can have any combination of messages, or they can all be the same. The choices are: "Merry Christmas", "Happy Holidays", "Peace on Earth", or "Joy to the World". The tags feature Braille as well as printed text. The ornaments will be packaged in a decorative tin. 102A Two-pound Box of Ghirardelli dark chocolate Fudge donated by Marvelena Quesada You will receive a 2-pound box of Ghirardelli Dark Chocolate Fudge, made from San Francisco's own 100-year-old chocolatier's intense 72% Cacao Dark chocolate. She has crafted this rich, delicious fudge for family and friends for years. While it is especially wonderful around the holiday season, it works throughout the year for the chocolate lovers among us. Enjoy this delicacy with a morning cup of coffee or as an after-dinner treat. 102B Two-pound Box of Ghirardelli dark chocolate fudge donated by Marvelena Quezada You will receive a 2-pound box of rich Ghirardelli dark chocolate fudge, made from San Francisco's own 100-year-old chocolatier's intense 72% Cacao Dark chocolate. She has crafted this rich, delicious fudge for family and friends for years. While it is especially wonderful around the holiday season, it works throughout the year for the chocolate lovers among us. Enjoy this delicacy with a morning cup of coffee or as an after-dinner treat. 103 $50 Olive Garden Gift Card donated by ACB of Connecticut Do you ever get hungry for Italian food? Well, here's something just for you, a $50 gift card to Olive Garden. Hurry up and bid so you can get those wonderful bread sticks, salads, and delicious dinners. Braille menus available upon request. 104 Braille Read Necklace donated by Dorlyn Catron This necklace has a bright copper pendant with the word "read" written in contracted braille and features a tactile image of an open book. The pendant measures approximately 1.5 inches long by half an inch wide. Originally sold by National Braille Press, but there are no more left. Wow, this truly is an exquisite necklace to have either for yourself or someone special! 105 Snakeskin Printed Purse Created by Keri Bishop This purse had its start as a white, black, and gray pair of jeans in a rattlesnake skin printed design. Keri fell in love with this pair of jeans when she saw them at a local thrift shop. Soon the jeans were home and cut, sewn, and reconstructed into this lovely snakeskin printed purse. The words I (heart) ACB across the front in black glitter iron on vinyl. The medium sized purse makes use of the pockets in the jeans repurposed as the pockets for the purse. The shoulder strap is adjustable. 106 Amazon Echo Pop 5th Generation Speaker donated by Cheryl McNeil Fisher You will enjoy owning this ECHO POP compact smart speaker with Alexa. The speaker features full sound that's great for bedrooms and small spaces and is small enough to blend in and mighty enough to stand out. It controls music WITH YOUR VOICE, and you can Ask Alexa to play music, audiobooks, and podcasts from your favorite providers like Amazon Music, Apple Music, Spotify, Pandora, Sirius XM and more. Connect via Bluetooth to stream throughout your space. 107 Celebrate the State of Washington with Chukar Cherries donated by Washington Council of the Blind The recipient will enjoy the no-sugar-added Organic Rainier Cherries, a delicious variety of chocolate covered cherries, Cherry Apple Crisps, Pickled Asparagus, Smoked Salmon, and more. A great gift for anyone missing the Pacific Northwest—send a taste of our beautiful region to friends and loved ones. Arrives in a keepsake metal hamper with an oversized Seattle souvenir mug. What's inside this basket: Organic Rainier Cherries: This prized Northwest cherry is organically grown and picked fresh, then gently air dried with no added sugar or preservatives. Amaretto Rainiers: Honey-sweet, dried Rainier cherries are layered with luscious dark chocolate and almond essence. A unique treat from Washington State. Cherry Quartet: An assortment of four best-selling milk and dark confections, including Cabernet, Amaretto Rainiers, Cherry Bings, and Classic Milk. Cherry Apple Crisps: Healthy and addictive! Fresh Washington state apple slices are infused with cherry juice and cinnamon, then dehydrated to a delightfully crisp texture. Cherry Caramel Twists: Luscious caramels studded with dried cherry bits and almond essence. Gift box of individually wrapped pieces. Souvenir Mug: An oversized mug is adorned with famous Northwest landmarks. Lead safe. Dishwasher safe. Washington State Pickled Asparagus: Fresh Yakima Valley asparagus is pickled with garlic and red chilies for a zesty appetizer or cocktail garnish. Smoked Salmon: Tender, lightly flaked, boneless, skinless salmon in a Seattle-themed gift box. A choice gift for any salmon fan. 108 Two Hand-Crafted Pottery Chili Bowls donated by Mucie Allred Two hand-crafted pottery pieces shaped into unique “Chili” bowls. On each side of the bowl is a curved area to hold your crackers. A beautiful blue swirl color has been added. They are designed by Marcia Springston of Wake Robin Gallery. Don't restrict them to only chili because these one-of-a-kind bowls would be beautiful to display candy or nuts on your table as well. 109 West Virginia Gift Card Bundle donated by ACB Board Director Donna Brown Planning for your upcoming vacation has just gotten easier. This black and blue neck wallet is perfect to carry your necessities wherever you go. It is big enough for your cell phone, keys, credit cards, etc., but small enough to carry easily. Written on the neck wallet is: Wild and Wonderful, Almost Heaven, West Virginia. Plus, a $25 Texas Roadhouse and a $25 Cheesecake Factory gift card and they fit nicely in the wallet. What a fantastic gift for yourself or someone special. 110 Sweet and Savory Treats of North Carolina donated by North Carolina Council of the Blind Enjoy the following fine North Carolina goodies: Red Bird Hand-crafted Soft Puff Peppermint Candy from Lexington; Grammy's Gourmet Pretzels from Raleigh; Chad's Carolina Popcorn from Greensboro; Memaw's Country Cookies from Raleigh; Salem Baking Moravian Thin Cookies from Winston-Salem; Baker's Peanuts from Roxobel; Dark Chocolate/Pecan Toffee from Chapel Hill. You will savor these wonderful treats and treasure the North Carolina Ornament also included. 111 BITS- Blind Information Technology Specialists, full zip, black tote bag from Blind Girl Designs donated by Tricia Waechter on behalf of BITS. Blind Girl Designs has created a complete collection for BITS. We are proudly donating a 15 by 18-inch full-zip black tote bag on their behalf. The print is very circular. The center of the print is an image of the globe with the continents inverted vibrant green and the ocean in blue with North America facing front. Surrounding the globe on either side are hands holding the globe. The hands are created by drawing thin lines, all around the sides and the bottom of the globe. Overarching the globe and the hands in a half circle are the words “blind technology information specialists” with those words in braille underneath. There is a fold in the bottom of the bag to easily allow it to sit upright. It has a full zip across the top as well as a zippered inside pocket. It's a classic from Blind Girl Designs! 112 A Four Mini Loaves of Homemade Banana Bread donated by Kaila Allen You will enjoy four mini loaves of this mouthwatering banana bread made just the way you like it. Choose one of the following add ins: peanut butter chips, chocolate chips, white chocolate chips, walnuts, or pecans. What a fantastic treat to either have for yourself or share with friends! 112 B Four Mini Loaves of Homemade Banana Bread donated by Kaila Allen You will enjoy four mini loaves of this mouthwatering banana bread made just the way you like it. Choose one of the following add ins: peanut butter chips, chocolate chips, white chocolate chips, walnuts, or pecans. What a fantastic treat to either have for yourself or share with friends! 113 Movie Extravaganza Package donated by ACB Associate Director of Development Jo Lynn Bailey-Page Enjoy using this $50 Regal Cinemas gift card to watch the latest audio described movies with some friends or family. Plus, you will love adding some goodies to go along with your movie. 114 Ruby Heart Jewelry Set made and donated by Charlotte lang This lovely set features July's birthstone ruby in 1/2 inch puffed hearts. Each earring features a heart dangling from sterling silver hooks. The bracelet stretches easily on and off the wrist. The 20-inch necklace closes with a matching silver heart-shaped toggle clasp. The hearts on the necklace are separated by silver links. Wow, this would make a lovely gift for that someone special in your life! 115 Two Companion Framed Floral Collages donated by ACB Advocacy Director Claire Stanley The two decoupage style pieces include yellow, brown, and green flowers. The flowers have six petals each and overlap each other across the canvass. The pieces are finished with a gloss which gives off a shiny glare. The two canvasses have been framed in wooden, 10 by 10 picture frames. Wow, what a fantastic gift to have either for yourself or to give to someone special! 116 JBL Portable Bluetooth Speaker donated by Florida Council of Citizens with Low Vision This ultra-portable, waterproof Bluetooth speaker is small in size but with a surprisingly big sound. The JBL Clip 3 features a built-in rechargeable Li-ion battery with up to 10 hours of battery life plus a metal carabiner so you can easily hook it to your clothes, backpack, or belt loop. This portable speaker has noise cancelling and wireless streaming from your smartphone or tablet. Plus, take crystal-clear calls from your speaker with the touch of a button, thanks to the noise and echo-cancelling speakerphone. JBL Clip 3 is completely waterproof, and you can even immerse it in water. Plus, the improved, durable fabric material and rugged rubber housing protects it during all your outdoor adventures. 117 Kentucky Derby Pie donated by Kentucky Council of the Blind Kern's Kitchen Kentucky Derby Pie®! Kern's Kitchen crafts each pie, one at a time, according to a legendary secret recipe. Premium chocolate and choice walnuts are folded into a decadent filling, then baked in a delicate crust. Delicious when eaten at room temperature; incredibly heavenly when eaten all warm and gooey and topped with either whipped cream or ice cream. This 9-inch, 1-pound-4-oz. pie stays fresh for about 14 days. Ready to warm and serve or freeze for later use. Serves 8 to 10. 118 Enjoy A Game Night donated by Connie and Pete Jacomini and Lisa and Ron Brooks Be the host with the most! You have everything you need included in this package for a wonderful game night. All decks of cards are print/braille and dice are tactile. Card games include Classic Playing Cards, UNO, SKIP-PO, PINOCHLE, PHASE 10, ROOK, and MILLE BORNES. Lisa Brooks personally Brailed MILLE BORNES for this package. Also included are a pair of large tactile dice, LEFT RIGHT CENTER and LEFT RIGHT CENTER WILD dice games. You will also get a wood card holder and card shuffler. 119 $100 A T Guys Gift Certificate donated by Diane Scalzi A T Guys provides affordable technology solutions for consumers, businesses, and educational customers. Our product line includes mobile phone software and accessories, portable electronics, screen readers, braille translation software and accessible games. With over 30 years of combined technology experience, our trainers offer customized instruction both in-person or via phone or online voice chat on a wide array of assistive technologies including screen readers, braille displays, embossers, the iPhone and iPad, Android phones, and general accessibility consulting. 120 Welcome to Jacksonville donated by Florida Council of the Blind Are you coming to the ACB convention in Jacksonville? Enjoy one night at the hotel and a$50 Starbucks gift card and a $50 VISA gift card to use while you are at convention! 121 A Song from the Smitherman's donated by Michael and Alison Smitherman If you enjoy listening to country or Gospel music, for your summertime listening enjoyment, Michael and Alison would like to record a song for you. You choose the song from either of these genres, and we will sing it for you. The song will be sent to you in an mp3 file. What a treat for you or someone special to enjoy! 122 A Two Dozen Homemade Shortbread Cookies donated by Deb Trevino and Delaware Council of the Blind and Visually Impaired We are pleased to offer two dozen fresh-baked mouth-watering authentic shortbread cookies guaranteed to explode on your palate with luscious buttery goodness. These are great with milk, coffee, or your favorite tea. Next to Walker's, these are the best I've ever tasted. If you plan to give a tasty treat to someone you love, don't miss this opportunity! 122 B Two Dozen Homemade Shortbread Cookies donated by Deb Trevino and Delaware Council of the Blind and Visually Impaired We are pleased to offer two dozen fresh-baked mouth-watering authentic shortbread cookies guaranteed to explode on your palate with luscious buttery goodness. These are great with milk, coffee, or your favorite tea. Next to Walker's, these are the best I've ever tasted. If you plan to give a tasty treat to someone you love, don't miss this opportunity! 122 C Two Dozen Homemade Shortbread Cookies donated by Deb Trevino and Delaware Council of the Blind and Visually Impaired We are pleased to offer two dozen fresh-baked mouth-watering authentic shortbread cookies guaranteed to explode on your palate with luscious buttery goodness. These are great with milk, coffee, or your favorite tea. Next to Walker's, these are the best I've ever tasted. If you plan to give a tasty treat to someone you love, don't miss this opportunity! Segment Two- Dan Spoone and Kim Charlson 123 Holy Cow Baraboo Chocolate donated by ACB of Wisconsin Chocolaty goodness in every box! This yummy package includes: • 1-Milk Chocolate Cow Pie • 1-Dark Chocolate Cow Pie • 1-Milk Chocolate Peanut Butter Cow Pie • 1-Milk Chocolate Moo Chews • 1-Milk Chocolate Udderfingers • 1-Milk Chocolate Green Bay Puddles • 1-Milk Chocolate Horse Apples • 10-Individually Wrapped Chocolates including mini Cow Pies and assorted Homer's Meltys. plus TWO SURPRISE BONUS ITEMS. This item will ship in September or October once the weather permits. 124 Black Pearl Necklace and Bracelet Set donated by Cindy Hollis This lovely set features a 20-inch necklace and stretch bracelet in naturally shaped black pearls. They are 7 to 8 millimeter in size. The necklace is hand knotted between for added security and elegance. It closes with a lobster claw clasp. Wow, what a wonderful set to have either for yourself or someone special in your life! 125 Get Moving with Couch to Active donated by ACB President Deb Cook Lewis This online fitness program specializes in helping people who have chronic conditions or physical limitations that impact their ability to participate in standard fitness programs. More recently, they have expanded to make sure all their instructional resources and classes are accessible to people who are blind or have low vision. You may choose between: • The 6-pack: Six classes over the next year. This is ideal if you want to have instruction once a month or once a week. • All In! Up to nine sessions per week for one month. These include Pilates, yoga, strength, mobility/stability, dance /movement, and cardio. 126 Accessible Digital Portable Recorder donated by Kim Charlson You will love having this Zoom H1 essential Stereo Handy Recorder with 32-Bit Float, Accessibility, X/Y Microphones, Record to SD Card, USB Microphone, Portable, for Musicians, Podcasters, Filmmakers, & Content Creators. The hottest accessible digital portable recorder on the market. All menus talk, and it comes with accessible documentation. Stereo 32-bit float recording - perfect audio with no need to set gain, High-Quality X/Y Mics capture clean audio up to 120 dB SPL, Records up to 96kHZ sample rate to SD card, USB Microphone for PC, Mac, iOS, or Android using the USB-C Port, Accessibility - Audio guidance function for the visually impaired. 127 Megan's Famous Chocolate Chip Cookies donated by Megan Sullivan Enjoy sharing three dozen homemade Megan's chocolate chip cookies either with family or friends with that favorite beverage. These cookies will melt in your mouth. 128 Bradford Exchange Music Box donated by ACB LIONS We all admire the quality products from the Bradford Exchange. This limited-edition handcrafted heirloom porcelain egg-shaped music box features a hand-enameled red Cardinal on light pink flowers inside the open egg mounted on a base. It is inspired by Peter Carl Faberge's prized eggs and is adorned with 22K Gold accents. It is beautifully hand glazed in a soft blue hue with more than 80 hand-set jewels. It plays, “Always in My Heart.” The abundance of handcrafted details makes each egg a one-of-a-kind treasure. 129 $100 VISA Gift Card donated by Mississippi Council of The Blind Use this card anytime while dining or doing some shopping for yourself or someone special in your life! 130 Lunch with the ACB Board of Director Koni Sims donated by ACB Board Director Koni Sims Enjoy one-on-one time with ACB Bord of Director Koni Sims over lunch in Jacksonville, Florida in 2024 to be determined by the winner and Koni. 131 ACBDA Sugar Warriors Tote Bag from Blind Girl Designs donated by Tricia Waechter on behalf of ACBDA This ACBDA tote bag features on the front a 12 by 12-inch colorful print to celebrate ACBDA! Across the top reads "SUGAR WARRIORS" which is printed in a velvety 3-D puff ink in both letters and Braille. Both sets of letters are a deep orange color and are very tactile. Beneath the words is a drawing of a fist with prominent knuckles, which is holding a 12-inch white cane diagonally across the bag, smashing through cubes of sugar. The white sugar cubes are flying through the air, struck by the mighty force of the white cane. To further emphasize the force, the words, “pow” and “bam” are colorfully included in yellow and red. The bottom of the print is in deep orange, the words “KNUCKLING DOWN ON DIABETES!” fill the entire length of the print. On the back of this classic navy-blue zippered tote bag, there is a white print in the center of the bag reading “ACB Diabetics in Action.” This deep navy-blue canvas tote is 15 by 20-inch full zip, canvas bag with a folded bottom so it can sit upright and a zip pocket on the inside as well! It has a generous strap so you can swing it over your shoulder. 132 Enstrom Milk Chocolate Almond Toffee Two- Pound Box donated by ACB Media and IT Manager Rick Morin This all-natural traditional almond toffee is handcrafted. It is the perfect blend of almonds, butter, and pure cane sugar, covered in a generous layer of milk chocolate and sprinkled with crushed almonds, creates a buttery toffee with a delicate crunch. Enstrom's Almond Toffee is lovingly handcrafted in small batches with a family recipe passed down through four generations. Includes simple ingredients like fresh California almonds, sweet cream butter, pure cane sugar and 36% milk chocolate. Enstrom's Almond Toffee is certified gluten free, kosher dairy and 100% preservative free. We will contact the winner to arrange shipment to consider options to avoid heat damage during shipping. 133 $200 Target Gift Card donated by Beth Corley and Dan Dillon Here's a $200 Target gift card for you to use in store or online. Enjoy this either for yourself or someone special in your life! 134 Jade 14K Gold Earrings donated by The Literacy Project You will love having these authentic small Jade earrings with gold trim. The earrings are oval and are on posts. Wow, these will dress up any outfit for a romantic outing! 135 Honoring our Heroes Patriotic Package donated by the Georgia Council of the Blind, Marsha Farrow and Blind Girl Designs This package comes in a red Blind Girl Designs bag with white lettering of the Braille alphabet in the shape of a heart. The bag contains a yard flag depicting a red truck with three labradors (yellow, black, and chocolate) flying an American flag. This package also contains a Christmas ornament with an angel holding a folded American flag, a beverage cup with the words “Fear not” on the background of the outline of the American flag, and an American flag pillow. Finally, a paper Braille American flag tactile graphic measuring 7.5 inches by 9.5 inches from the American Braille Flag project completes this gift package. 136 Phoenix Braille Embosser donated by HumanWare The Phoenix is our ninth generation of braille embossing technology that combines our durable and legendary Romeo Braille dot with a proprietary 25 DPI tactile graphics embossing system. All-in-one embosser! There is no longer a need to settle for poor-quality braille text to achieve high-definition tactile graphics. Imagine the ability to scan your pictures, graphs, and charts into your computer and with a few clicks of the mouse, emboss those images in high-definition tactile graphics without compromising the quality of your braille text. Phoenix includes the capabilities to emboss single-sided braille text and high-resolution graphics up to 25 DPI, in a simple to use format. The newly designed Phoenix is smaller and lighter, with an auto-install feature to make setup even easier. The Firebird Software Suite, included with the Phoenix, is a comprehensive set of productivity tools that powers the Phoenix Embosser. The Firebird Software Suite includes the Firebird Graphics Editor that provides you with a list of automatic tools to effortlessly create tactile graphic images. Phoenix is also compatible with your existing braille translator. 137A Homemade Triple Play Oversized Cookies donated by Brian Charlson Here we go again; it's time for Brian's triple play oversized cookies. Those who have won this item in the past will attest to the flavor, size, and overall quality of this perennial auction favorite. This year Brian is offering 1 dozen classic chocolate chip, oatmeal raisin and lemon shortbread. They are packaged individually. Feel free to offer them up as additions to gift baskets or pop them in the freezer to savor them over a few months or weeks. 137B Homemade Triple Play Oversized Cookies donated by Brian Charlson Here we go again; it's time for Brian's triple play oversized cookies. Those who have won this item in the past will attest to the flavor, size, and overall quality of this perennial auction favorite. This year Brian is offering 1 dozen classic chocolate chip, oatmeal raisin and lemon shortbread. They are packaged individually. Feel free to offer them up as additions to gift baskets or pop them in the freezer to savor them over a few months or weeks. 137 C Homemade Triple Play Oversized Cookies donated by Brian Charlson Here we go again; it's time for Brian's triple play oversized cookies. Those who have won this item in the past will attest to the flavor, size, and overall quality of this perennial auction favorite. This year Brian is offering 1 dozen classic chocolate chip, oatmeal raisin and lemon shortbread. They are packaged individually. Feel free to offer them up as additions to gift baskets or pop them in the freezer to savor them over a few months or weeks. 138 IROBOT Roomba 677 robot vacuum donated by Connie Jacomini For effortlessly clean floors, the Roomba® 677 Series Robot Vacuum learns your cleaning habits to suggest personalized schedules that take care of daily dirt, dust, and debris. Effective cleaning is part of the 3-Stage Cleaning System's design. Dual Multi-Surface Brushes grab dirt from carpets and hard floors, while an Edge-Sweeping Brush takes care of corners and edges. 139 $500 Coupon to HumanWare donated by HumanWare Details for this Coupon: Coupon is valid until June 30, 2025, and may be applied to any HumanWare product sold by HumanWare USA Inc. 2. Coupon is transferrable. Winning auction bidder for this coupon need only send an email to David Bradburn, HumanWare's Vice President Global Sales at david.bradburn@humanware.com providing the name and contact information of the person who will be redeeming the coupon. The coupon has no cash value. 140 Fun in the Sun! A week at the Wyndham Ocean Walk Resort at Daytona Beach donated by Tim Paul Must be used August 18-August 25, 2024. This unit is a two bedroom, two bath, fully equipped kitchen, with washer/dryer, and all the amenities of home. The resort offers activities for family members of all ages: indoor and outdoor swimming pools, outdoor hot tub, beach, lazy river water, exercise equipment, bar and grill, live entertainment and more. 141 A Song with Kolby donated by ACB Development Officer Kolby Garrison Kolby will sing a song of your choice acapella. The file will be sent to you in mp3 format. What a treat to listen to with friends. 142 A Kermit's Key Lime Pie Duo Donated by Dan Spoone Direct from Kermit's Key Lime Shop, the winner will receive two 9-inch Key Lime Pies. The pies that started it all named “the best taste Key Lime Pie” by Food Network's Keith Famie's Adventures. Kermit's Key Lime Pie is baked fresh daily. True tart Key Lime flavor in a delicious graham cracker crust and topped with fluffy whipped cream. This Key West delicacy will arrive at your door just waiting to be shared with the people you love the most. 142 B Kermit's Key Lime Pie Duo donated by Dan Spoone Direct from Kermit's Key Lime Shop, the winner will receive two 9-inch Key Lime Pies. The pies that started it all named “the best taste Key Lime Pie” by Food Network's Keith Famie's Adventures. Kermit's Key Lime Pie is baked fresh daily. True tart Key Lime flavor in a delicious graham cracker crust and topped with fluffy whipped cream. This Key West delicacy will arrive at your door just waiting to be shared with the people you love the most. 143 $500 Gift Certificate to Jack Stack's BBQ donated by Melvin Smith Your Package Includes: Pulled Pork 2 Pounds. Pork Spareribs 1 Full Slab Beef Burnt Ends 1 Pound. Lamb Ribs 2 Racks Hickory Pit Beans 1 Quart Cheesy Corn Bake 1 Quart KC Original BBQ Sauce One 18.6 Ounce bottle KC Spicy BBQ Sauce One 18.6 Ounce bottle KC Hot BBQ Sauce One 18.6 Ounce bottle Pulled Pork – Pulled pork might be a Carolina staple, but Jack Stack's is deliciously unforgettable. Our BBQ Pulled Pork is perfect for sandwiches. Pork Spare Ribs – Our Pork Spare Ribs are expertly seasoned, slow-roasted to perfection over hickory logs, and a delicious choice. Beef Burnt Ends – When it comes to classic Kansas City barbecue, Jack Stack's Beef Burnt Ends are second to none. Meaty, juicy, and tender on the inside - with the smokey edges you could only get from double-smoking them over hickory. Hickory-Roasted Lamb Ribs – Tender, savory and hickory roasted, Denver-cut lamb ribs are a uniquely treasured culinary find. Hickory Pit Beans – Beans may be standard barbecue fare, but there is nothing typical about these Hickory Pit Beans. Thick, slow-cooked, and loaded with chunks of our hickory-smoked brisket. Cheesy Corn Bake – It doesn't get more craveable than this: Jack Stack's Cheesy Corn Bake is bubbly, velvety, and unforgettable. Four gourmet cheeses are blended with whole-kernel corn and slivers of our hickory-smoked ham. 144 Black Hills Gold Heart shaped Pendant necklace donated by South Dakota Association of the Blind Enjoy this beautiful and delicate 10KT yellow, Black Hills Gold heart shaped pendant with .02ct round brilliant diamond in the center. It has an 18-inch gold chain. This will dress up a casual outfit or look stunning in a formal setting. What a fantastic gift either for yourself or someone special in your life! 145 Aromatherapy Bundle donated by Seth and Koni Sims, ACB Board of Director This aromatherapy bundle will give you a variety of ways to take care of yourself and your best furry friend. You will find something to help sore achy muscles and joints and headaches. These products are by Wyndmere Naturals. Included in this bundle: Lava Bead Necklace – Aura, Lavender oil 10 ml bottle, Aches & Pains Cream 4 ounce, Detoxification Aide Bath Salts 24 ounce, Citrus Delight Body & Air Mist 4 fluid ounce, Sleepy Time inhalation Patch, Breathe Blend inhaler, Head Aide Roll on 8 ml, Less Stress Pet Mist 4 fluid ounce. Wow, you, and your pooch will really feel relaxed and pampered with all these wonderful items! 146 A DaVinci Pro CCTV donated by Kim Charlson DaVinci Pro is a high-performance desktop video magnifier, featuring a Full HD 1080p 3-in-1 camera and full-page Text-to-Speech (OCR). DaVinci Pro's OCR allows it to easily read your favorite article or book aloud. DaVinci Pro's 3-in-1 Full HD camera allows you to see near, far or a mirror image. It is great for applying make-up, shaving, reading, writing, viewing presentations and whiteboards and so much more! 24” high resolution HD LCD, Auto focus 3-in-1, Magnification up to 77x, Computer compatible, Save documents, pictures or books and export files to your PC. It is a higher end CCTV. 146 B DaVinci CCTV donated by Kim Charlson DaVinci Pro is a high-performance desktop video magnifier, featuring a Full HD 1080p 3-in-1 camera and full-page Text-to-Speech (OCR). DaVinci Pro's OCR allows it to easily read your favorite article or book aloud. DaVinci Pro's 3-in-1 Full HD camera allows you to see near, far or a mirror image. It is great for applying make-up, shaving, reading, writing, viewing presentations and whiteboards and so much more! 24” high resolution HD LCD, Auto focus 3-in-1, Magnification up to 77x, Computer compatible, Save documents, pictures or books and export files to your PC. It is a higher end CCTV. Segment Three- Michael Garrett and Zelda Gebhard 147 Power Tower Donated by ACB of Minnesota This multiple outlet power strip tower has twelve grounded 3-prong AC outlets spaced out to accommodate different size plugs. The five high speed USB charging ports will meet your electronic charging needs. Charge your iPhone, iPad, tablet, or other devices. The 16-foot heavy duty cord ensures high conductivity and safety. The 45dg low profile flat plug and the vertical design makes this tower more space-saving than a traditional power strip. 148 The Pocket Bible donated by Rev. Ray Raysor, President DC Council of the Blind The Pocket Bible is a self-contained digital device that contains the entire bible. It is about the size of the old cassette tapes and has navigation buttons that allow forward and backward movement by both book and chapter. It has no moving parts and is rugged and water resistant. The Pocket Bible has both an internal speaker and an earphone jack. Available in your choice of English Standard Version, King James Version, New King James Version, New American Standard Bible, New International Version NIV, New Living Translation ®. Audio Bibles in Spanish also are available. 149 The Bring it Home $300 Bundle donated by Arizona Council of the Blind Enjoy a $100 Gift Card to Door Dash, $100 Gift Card to Instacart and $100 Shipt gift card. You will welcome the handpicked groceries delivered from your favorite local stores along with your favorite fresh produce from the comfort of your own home. Enjoy On-Demand Delivery from Instacart. Order and have your favorite meals at your door in minutes with DoorDash. Like your avocados a little firm? Shoppers with Shipt go the extra mile to ensure you get the things you want, exactly how you like them. Local stores and national chains you know and love, delivered directly to you same day. Your shopper will keep you updated every step of the way. From special requests to last-minute changes, they are here to help. You will enjoy these three $100 gift cards to shop, shop and shop some more! 150 Lunch with the ACB President donated by ACB Enjoy one-on-one time with ACB President, Deb Cook Lewis, over lunch in Jacksonville, Florida in 2024 to be determined by the winner and Deb. 151 RSVA navy crewneck sweatshirt from Blind Girl Designs donated by Tricia Waechter on behalf of RSVA Come and support the Brenda Dillon Memorial Walk and the RSVA walk team! The print on this sweatshirt is 3-D tactile white puff ink mixed with red, slightly tactile ink. The words “at your service” are arched over the top of the print. Under the three-dimensional words there is matching three-dimensional braille. In the center of the print, there are three shields: a large center shield and smaller shields on either side. In the center of the big shield is a red checkmark and the side shields have red stars. At the bottom in 3-D tactile ink are the letters RSVA with braille underneath. Available in sizes small through five XL. You pick! The sweatshirt is cotton/poly blend and will not shrink. 152 Maker's Mark Bourbon Balls Donated by Greater Louisville Council of the Blind This is an elegant gift for family, friends, and business associates or a fantastic treat for yourself. Fine, handcrafted chocolates made from an old family recipe; laced with a generous touch of Maker's Mark Bourbon Whiskey. The one-pound gift box contains 32 delicious pieces. Shipped directly to the winning bidder. Shipping is not available to Hawaii or Alaska. 153 $150 Amazon Gift Card donated by ACB of Indiana It is time to treat yourself to something special and here's a gift card to help you do it. $150 in spending at Amazon! 154 Shell Hematite and Rose Quartz Jewelry Set made and donated by Keri Bishop The 21-inch necklace is made of alternating chips of hematite shell and rose quartz. The shell chips are spiral slices of shell. The bracelet is elastic with two row shell and hematite beads every six shells bead is double wide with two drilled holes going across both rows. This beautiful handmade jewelry set would make a fantastic gift for that someone special in your life! 155 Ferris wheel Music Box donated by Patty Slaby The Ferris Wheel carries bears as the music plays Night In the Sky, The key to wind it is on the motor. There are more bears standing in line at the bottom. The music box is 6 inches tall and about 4 inches wide. What a fantastic gift to have yourself or to give to someone special! 156 Explore 12 donated by HumanWare Explore is an easy-to-use, portable electronic magnifier that offers HD image quality for improved near and distance viewing. As the largest portable magnifier in our Explore series, its 12-inch touchscreen is perfect for anyone desiring a larger interface, plus it has the added benefit of a foldable stand enabling easy use for reading, writing, and other manual tasks. 157A Homemade Scotchies Cookies donated by CCLVI President Patti Cox These soft and chewy Oatmeal Scotchies are sweetened with brown sugar, packed with oats, and loaded with butterscotch chips. They have crisp edges and chewy centers. Every bite is buttery delicious and packed with flavor. What a delicious treat to enjoy yourself or share with friends! 157B Homemade Scotchies Cookies donated by CCLVI President Patti Cox These soft and chewy Oatmeal Scotchies are sweetened with brown sugar, packed with oats, and loaded with butterscotch chips. They have crisp edges and chewy centers. Every bite is buttery delicious and packed with flavor. What a delicious treat to enjoy yourself or share with friends! 158 Coffee, Coffee, and More Coffee donated by ACB of Minnesota If you have a Keurig coffee maker, this is a must bid for you. You can choose from a box of 100 pods of multiple flavors or of the same flavor. What a fantastic treat for you or the coffee lover in your life. 159 Big Texas Spending Bundle donated by ACB of Texas Enjoy lots of shopping or dining with these gift cards which include: a $50 certificate to the Berdoll Candy and Pecan farm, a $50 gift card to the Container Store, a $50 gift card to Sweet Taste of Texas, and a $50 VISA gift card and others to come! 160 Mantis ™ Q40 donated by American Printing House Keep braille at your fingertips anytime, anywhere, with the Mantis™ Q40: a Bluetooth® keyboard and 40-cell refreshable braille display. Users of the Mantis Q40 no longer need to choose between a keyboard or a braille device. A student or professional typing on the Mantis has a multimodal option of refreshable braille below the keyboard making it easier to participate in, and succeed at, school or work. Contains the following built-in applications: Basic editor to function as a user's pen and paper, book reader to download and read books in braille, calculator to perform basic mathematical calculations, clock to check the date and time, file manager to organize one's work, HumanWare signature thumb keys and home button, 15 hours of battery life with rechargeable, removable batteries and 16 GB of internal storage, SD card slot and USB host port for flash drives. 161 A Song with Lucy Arguijo donated by Lucy Arguijo Lucy will sing a song of your choice. The file will be sent to you in mp3 format. What a treat to listen to with friends. 162 Homemade Peanut Delights donated by Zelda Gebhard If you like salted nut rolls, you will love these! This delightfully delicious candy is all marshmallowy and nutty throughout. There are two pounds of individually wrapped pieces so there is plenty to enjoy and to share of this salty and sweet treat made by Zelda. 163 $150 Braille Superstore Gift Certificate donated by Braille Revival League “Come browse with us and shop to your hearts' content at the Braille Superstore. Check out their great selection of accessible games, toys, signature guides, braille and talking watches, braille card games, educational items for preschool and K-12 students, adapted timers and cooking instruments, tactile labeling items, talking calculators, thermometers, scales, MP3 players, audio Bibles, and braille books, just to wet your appetite.” 164 Purple Pearl Necklace donated by Cindy Hollis This lovely necklace features 7-to-8-millimeter naturally shaped purple pearls. They are hand knotted between for added security and elegance. The 20-inch necklace closes with a lobster claw clasp. This beautiful necklace will dress up any ensemble! 165 Summer Vacation Bundle donated by GDUI Yippee! Another GDUI Sweet Summer Vacation bundle! Rating: 4 paws! GDUI-branded harness pouch where you can store a roll of pick-up bags, keys, and cash/credit card; a gray collapsible bowl with carabiner clip which holds 36 ounces; a Nerf Collapsible 2-in-1 Agility Tunnel and Target Dog Game! Also included is a large, Invincible Triple Chain dog toy and a cute 29-inch plush carrot squeaky toy by Petlou; a package of five reusable Scrubby instant, waterless bath mitts; a large 56 by 28 inch pink microfiber dog bath towel with two white embroidered bones in one corner by Frisco; a blue Coleman roll-up 24 by 36 by 2 inch travel pet bed with a durable water-resistant nylon top, a waterproof PVC base and polyester fill. It folds in half lengthwise to roll up and fasten with two sturdy buckles. Machine wash and line dry. It's time to snuggle up and dream of another fun-filled, splendid sunny summer day tomorrow! (yawn) 166 Echo Show5th Generation donated by Library Users of America The latest and greatest Alexa Echo Show is now available for you to enjoy. The 5.5-inch screen can display the time, a calendar, the weather, photos, video calls, podcasts, read audio books, plus stream your favorite music, tv shows, and podcasts, all controlled with your voice. With the built-in camera, you may check in on children and pets, or drop in on your home when you are away. When not in use, you can set the background to a slideshow of your favorite photos. Prime members also get unlimited cloud storage. There are multiple layers of privacy controls including a mic/camera OFF button and encrypted Ring videos. The Echo Show now has 2 times the bass and a clearer sound for your enjoyment. 167 Joann's Fudge (6 slices) donated by Michigan Council of the Blind and Visually Impaired Joan and Frank Nephew opened the first Joann's Fudge Store on Mackinac (pronounced Mackinaw) Island. Today, Joann's Fudge is a third-generation family business that continues Joan and Frank's commitment to providing high quality products. Each slice is ½ pound for a total of three pounds. You can order six slices of one flavor or mix and match from the list below. Flavors: Butter Pecan, Chocolate, Chocolate Cherry, Chocolate Cookie Crunch, Chocolate Peanut Butter, Chocolate Pecan, Chocolate Toffee, Chocolate Turtle, Chocolate Walnut, Double Dark Chocolate, Double Dark Chocolate Cherry Walnut, Double Dark Chocolate Espresso, Double Dark Chocolate Mint, Double Dark Salted Caramel, German Chocolate, Maple Walnut, Peanut Butter, Pumpkin Pie, Raspberry Truffle, Rocky Road, and Vanilla Salted Caramel. 168 Braille American Wall Flag donated by Veterans of ACB This beautiful flag is designed from very durable polymer and is recommended for permanent indoor display only. The flag measures 15 by 19 inches and weighs approximately 5 lbs. It has a brass-colored frame, mounting hardware and instructions included at no additional cost. Be proud and display your patriotism with this attractive flag. Segment Four- Jeff Thom and Terri-Lynn Higashi 169 $250 Pet Package donated by Tim and Maria Stone of Scoop Masters You will enjoy splurging on your pet and yourself with all the wonderful gift cards included: A $100 Chewy gift card, a $75 Amazon gift card, a $50 Cheesecake Factory gift card and a $25 Starbucks gift card. 170 Lunch with the ACB Executive Director donated by ACB Enjoy one-on-one time with ACB Executive Director, Scott Thornhill, over lunch in Jacksonville, FL in 2024 to be determined by the winner and Scott. 171 Canvas Tote Bag from Blind Girl Designs donated by Tricia Waechter on behalf of AAVL Join us in celebrating the AAVL with this beautiful canvas 15 by18-inch full-zip tote bag. The 12 by 12-inch print explodes with color. The top of the print has the words CELEBRATE in teal, EXPERIENCE in pink AND WISDOM in orange. The words are in a graceful arch. Beneath the words in the center of the print is a dynamic colorful fireworks display. The bottom of the print in 3D yellow puff ink are the letters AAVL and below that are the letters in tactile, readable braille. There is a fold in the bottom of the bag so that the bag can sit upright. It has a full zip across the top as well as a zippered inside pocket. It's a Blind Girl Designs classic! 172 Delicious Homemade Cookies from Patty's Kitchen donated by Patty Slaby Let your imagination guide your taste buds selecting 3 dozen of the same choice or 3 dozen of three 1 dozen choices. Choices include: peanut butter, oatmeal, molasses-ginger, snickerdoodles, chocolate chip, or anything you can imagine, even lemon. Very popular! Yum, Yum! 173 $100 Honey-Baked Ham Gift Card donated by Leslie and Jeff Thom You will enjoy having this $100 gift card for Honey-Baked Ham plus scrumptious sides from the Honey-Baked Ham Store. Enjoy this delicious feist with family or friends anytime over the summer or during the holidays! 174 Touch of Hawaiian Beauty Earring and Necklace Set donated by Hawaii Association of The Blind You will dazzle in this pair of earrings that feature a shiny ball on the top with tiny white seashell hanging from the ball. The seashell has delicate lines within it. It comes with an 18-inch necklace and a basket charm. Within the basket there are 3 delicate white stones similar to the shiny balls of earrings. It also comes with some surprise treats such as chocolate, and coffee. 175 Two Bottles of Wine donated by the Oklahoma Council of the Blind 1 bottle of Sunset Bliss and 1 bottle of Sex-In-The-Vineyard Wines. Wakefield's Winery is in the rolling hills of central Oklahoma. They produce some of the best kept secrets of delicious award-winning wines in the state for the most discriminating tastes! "SUNSET BLISS", is a tropical fruit Riesling sweet white table wine with hints of kiwi, pineapple and mango is an Oklahoma State Fair Silver Medal winner. “SEX-IN-THE-VINEYARD” is a Black Cherry Pinot Noir. This sweet wine is an “Oklahoma State Fair Bronze Medal” winner and the “People's Choice Award” winner. If you like sexy wine, this is the wine for you! Wakefield's Winery does not ship to the following states: Alabama, Arkansas, California, Connecticut, Delaware, Michigan, Missouri, Mississippi, New Jersey, Rhode Island, South Dakota, Utah, and Virginia. 176 Explore 8 Magnifier donated by HumanWare Magnification up to 30X with HD stunning image quality, fully customizable functions, touchscreen to navigate easily through menus, twin Ultra HD cameras for desktop or distance viewing, large physical buttons to adjust magnification and contrast, can be connected easily to a large screen TV, battery life of 4.5 hours. 177 Two Pounds of Homemade Fudge donated by ACB Board Director Cecily Laney Nipper Indulge your sweet tooth. Enjoy two pounds of homemade fudge. Choose from flavors such as double chocolate, peanut butter, and coffee; with two pounds of the same flavor or one pound each of two different flavors. You will be contacted to customize this rich tasty treat. Enjoy yourself or share with friends or family! This will be shipped in September. 178 Fun Time in Hawaii donated by Hawaii Association of The Blind A porcelain Shaka wall hook by Hawaiian artist Jason Dow; Enamel mug with a design that says Hawaii in colorful letters below 3 pineapples; Hawaiian Harmony from Big Island Roasters 100% Kona coffee beans 7 ounces; Yellow Hau flower enamel key chain from Paradise Now Hawaii - made on Maui; Lucky Fortune Cat 3-D shaped sponge from Fred. Enamel flair pin shaped like a bowl of ramen noodle soup from Moxhi Kids; Vinyl sticker sheet with Hawaii's favorite smiling foods and 2 larger vinyl stickers shaped like spam musubi and Boba tea from Mochi Kids. These can be placed on water bottles, phone or iPad cases. Bid and enjoy all these fun items from Hawaii. 179 $100 Gift Card to Omaha Steaks donated by AAVIA Everyone loves a good steak! Omaha Steaks offers a wide selection of high-quality meats that are delivered to your doorstep. Yum, yum. 180 Handmade Story Book Quilt made and donated by Margarine Beaman You will love having this story book quilt with each page sporting a different color. The size of this quilt is 45 by 51-inches. This beautiful quilt is great for a young child to look at as they are going to bed. “My grandkids love to lay on top of their bed and look at the colors and animals.” Wow, what an entertaining quilt for that special person in your life! 181 “The Tom Kaufman Make Believe Hillbilly Band” Bundle donated by Tom Kaufman Come and bid on Tom Kaufman's choices from his Make Believe Hillbilly Band showcased during ACB Community Karaoke! You will be able to choose a song or some of Tom's exciting genres from Tom's Band. Tom will send you an mp3 file with your choices. Enjoy this amazing selection repeatedly by yourself or with some friends! 182 A Tony's Energy Bar and Banana Bread Delight donated by Anthony Akamine and Terri Lynn Higashi Akamine, members of Hawaii Association of the Blind Summer days are here again! Yummy for the tummy. Need some treats to kick your summer into high gear? Back by popular demand for the auction. One loaf of chocolate banana bread full of chocolate, bananas, and nuts. If you don't like bananas, we can do mangos. Also, Anthony is perfecting his mom's energy bar treats. Get a bag of these yummy treats packed with Rice Krispies, oatmeal, raisins, peanut butter, and nuts. If you don't like peanuts, we can throw out the nuts. Made by Anthony and his mom's creation. Perfect for those summer days. And the box may even come with a few extra goodies. 182 B Tony's Energy Bar and Banana Bread Delight donated by Anthony Akamine and Terri Lynn Higashi Akamine, members of Hawaii Association of the Blind Summer days are here again! Yummy for the tummy. Need some treats to kick your summer into high gear? Back by popular demand for the auction. One loaf of chocolate banana bread full of chocolate, bananas, and nuts. If you don't like bananas, we can do mangos. Also, Anthony is perfecting his mom's energy bar treats. Get a bag of these yummy treats packed with Rice Krispies, oatmeal, raisins, peanut butter, and nuts. If you don't like peanuts, we can throw out the nuts. Made by Anthony and his mom's creation. Perfect for those summer days. And the box may even come with a few extra goodies. 183 $100 Bloomin' Brands Gift Card donated by AAVL Bloomin' Brands gift cards are the freshest way to see for yourself how one card can offer so many appetizing choices from steak, seafood to classic Italian. Our card can be redeemed at any of the following restaurants: Outback Steakhouse, Carrabba's Italian Grill, Bonefish Grill and Fleming's Prime Steakhouse and Wine Bar. What a wonderful way to enjoy a night out with family or friends! 184 Versa Slate Paperless Erasable Braille Slate and Stylus donated by Lucy Edmonds The Versa Slate is a braille slate that is paperless and erasable. It works just like a regular slate and stylus, but without paper. It features four rows of 20 cells each, and a magnetic stylus that is built into the side of the unit for easy storage. 185 Himalayan Salt Lamp donated by Jeff and Keri Bishop of Tucson, AZ You will love using this Himalayan Salt Lamp. It is 9 inches high, 4 inches wide with a 7W night light bulb inside. This lamp glows a lovely pink that shows all the different variations of color in the large salt crystal. It is a spectacular piece of decor that would look great on any mantel or end table. 186 Podcasting Bundle with Accessible Tools donated by BITS This package contains all you need to conduct the interview of your dreams! You will be able to record high quality music or just capture life as it happens. The Zoom H4essentials is an accessible digital voice recorder. The first thing you hear when you turn it on is it prompting you to enable speech and beeps providing independent navigation of most system options. The Zoom H4essentials has a built-in stereo microphone, with dual XLR connections available as well and it supports up to one terabyte micro SD card, and is powered by USB-C or AAA batteries, not included. The Samson Q2U microphone is a versatile handheld dynamic mic. This microphone allows you to connect via XLR into an audio interface, such as the Zoom H4essentials, or directly to your computer via an included USB cable. Great for rejecting off access noise, these microphones are ideal for interviewing individuals in an environment that might not be the most conducive for podcast interviews. Bid today on the great podcasting bundle including one Zoom H4essentials field recorder, 2 Samson Q2U mic's, 2 XLR cables, and 1 128 GB microSD card. 187 A Home Baked Cookies from Andrea Conner's Kitchen donated by Andrea Conner These delicious cookies melt in your mouth! The light, buttery goodness of a crescent formed into a ball, loaded with chopped pecans, flavored with a hint of vanilla, then dusted in powdered sugar. One dozen with almond flavor and one dozen cocoa flavor. They're sure to satisfy your cookie craving! Enjoy these scrumptious cookies yourself or share with friends or family. 187 B Home Baked Cookies from Andrea Conner's Kitchen donated by Andrea Conner These delicious cookies melt in your mouth! The light, buttery goodness of a crescent formed into a ball loaded with chopped pecans, flavored with a hint of vanilla, then dusted in powdered sugar. One dozen with almond flavor and one dozen cocoa flavor. They are sure to satisfy your cookie craving! Enjoy these scrumptious cookies yourself or share with friends or family. 188 One-on-One In-Person or Phone Conversation with Our Talking Book Narrator Donated by ACB Enjoy chatting with our talking book narrator, Mare Trevathan. Here's your chance for a one-on-one, behind the scenes conversation with a talking book narrator. The winner could either use this in person in Jacksonville or be contacted after the convention to make arrangements for a phone conversation. 189 $50 Amazon Gift Card donated by Delaware Council of the Blind and Visually Impaired It is time to treat yourself to something special and here's a gift card to help you do it. $50 in spending at Amazon! 190 One-hour Business Coaching Session and $25 Gift Card to Pete's Coffee donated by Ardis Bazyn Enjoy this one-hour business coaching session with Ardis Bazyn. Ardis coaches on positive image building, secrets for coping with challenges and change, creating a plan for professional/business success, speaking skills, writing skills, advocacy skills and inexpensive marketing/public relations initiatives. Also included is a $25 Pete's Coffee gift card to enjoy with some friends or family! Expiration Date: June 30, 2025. 191 Nebraska Black Tote Bag from Blind Girl Designs donated by Tricia Waechter on behalf of Nebraska The delightful Nebraska tote bag has white vinyl ink printed on a black canvas, full-zip 15 by 18-inch tote bag with an interior zipper pocket. The top of the 9 by 13-inch print starts boldly with the state name NEBRASKA and underneath it is spelled also in braille. Underneath the word NEBRASKA is the entire state outline of Nebraska exactly like a map. The only difference from a map is on the left side of the state there's a white cane instead of a straight line and on the northwestern border there is another white cane instead of a line. At the end of the strap of the white cane, the map continues along the river as it naturally would. The river continues all the way down to the southeast border of the state. In the middle of the west side of the state are the historic rolling sand hills, which are covered by prairie grasses. These sand hills are replicated by small wavy tactile hills as a nod to this critical and historic portion of the state, which supports the cattle industry. Starting in the middle to the right side of the print are three huge stalks of corn. There's a reason this is proudly called the Cornhusker state! 192 Berkey Creamery Bundle Package donated by Pennsylvania Council of The Blind One thing that most Pennsylvanians agree on is “Ice cream is good, and the Penn State Creamery makes some of the best.” We love ice cream, but we love the science behind it even more. By supporting the Berkey Creamery, you also are supporting food science, the dairy industry and agriculture across Pennsylvania and beyond. The PCB Package includes six pints of ice cream: Peachy Paterno; Cookies-n-Cream; Bittersweet Mint; Death by Chocolate; Chocolate Chip Cookie Dough and Vanilla Bean (BASED ON INGREDIENT AVAILABILITY). Enjoy this Penn State Creamery 100% cotton t-Shirt with color options of blue or white, sizes small up to 3XL. We've got some fashion for your sweet tooth! Simply stated, all roads lead to the Creamery! Also, enjoy the 21oz travel mug which is a stainless steel beverage container with the Penn State Berkey Creamery emblem on it. Segment Five- Kolby Garrison and Mary Haupt 193 $50 Amazon Gift Card donated by New Jersey Council of The Blind It is time to treat yourself to something special and here's a gift card to help you do it. $50 in spending at Amazon! 194 Doggie Gift Basket donated by Jeff and Keri Bishop This doggie gift bag comes with lots of goodies for your guide dog. This set includes: Two jumbo collapsible dog dishes for travel, A hard rubber giggle ball, a nylon dual length leash in bright safety green It's the same size and length as standard guide dog leashes, hillside farms chicken jerky for dogs, hillside farms jerky twist (dried chicken and sweet potato), a velour kennel blanket. A back seat cover or hammock (covers the entire seat and floor by putting 2 handles on the head rest in the back or a hammock by putting the second set of handles over the all 4 heads rest of the front and back), a dog safety seatbelt, a tug of war nylon bone, doggy poo bags, a grooming kit (has right and left grooming mittens, a comb and a grooming brush the straps around your hand. This gift set comes in a reusable shopping bag that has been sewn from a recycled dog food bag. 195 Disney 100 Years of Wonder Mickey Watch and Minnie Mouse Watch donated by Connie Jacomini You will love having these enchanting Mickey and Minnie Mouse watches that feature a detailed 3-layer dial with a laser-cut silhouette of your favorite character alongside the Disney 100 logo. Plus, it arrives beautifully packaged and ready for gift giving. Wow, what a fantastic gift either for yourself or someone special in your life! 196 Dry Aged Steaks for a Summertime Grill donated by ACB Development Director Bill Reeder Enjoy four luxury steakhouse prime grade ribeye steaks, dry aged for 45 days and hand cut two inches thick. Grill ready and perfect for a fancy summer BBQ. They are accompanied by two bottles of fine wine (red or white) and Kosmos famous BBQ steak rub. What a treat to have for a summer meal with friends or family! 197 Pat's Beef Jerky Gift Box donated by Kansas Association for the Blind and Visually Impaired This fantastic beef jerky is from A Land of Kansas Company. The box features four different flavors of beef jerky made from Kansas beef, and two packages of beef stick. Enjoy this delicious treat yourself or share with friends. 198 A Gift Box of Fragrance donated by Barry Carver of Mountain Crafted A box of sulfate-free fragrance available in Cactus Flower or Jade. You may request braille labels on all your items. This bundle includes: 8 ounces shampoo, 8 ounces hair conditioner, 8 ounces shower gel, 4 ounces moisturizing cream, 1 ounce body mist, 1 ounce room spray. A little dab goes a long way. 199 $100 VISA Gift Card donated by Mississippi Council of The Blind You can use this $100 VISA gift card any time for dining or doing some shopping for yourself or someone special! 200 a Maryland box of Goodies donated by ACB of Maryland Bid and enjoy this box of goodies from Maryland. It includes: Old Bay Fisher's Popcorn, Jeppi Nuts, Chocolate Crabs dusted with Old Bay, Hot Sauce, Crab Cake Mix, Old Bay Seasoning, and some Chesapeake Mouth Party Caramels! Special Add Ons: "Home is Where the Old Bay Is" 5 by 7 print, Bigs Old Bay Sunflower Seeds, Crab Towel, and an Old Bay Insulated Tumbler. 201 Hills of Purple Heather donated and performed by Jeanette Kutash The lucky winner will enjoy sharing this piano piece performed by Jeanette. As you hear this beautiful melody, imagine yourself walking through the hills with the purple heather, a beautiful flower which represents healing and quieting of the mind. The hills and the heather invite those who walk through them to revel in a feeling of confidence to pursue living life to the fullest with those you love. As the music increases and decreases in volume, we find gradual healing, calmness, and the feeling that we can get through all storms ahead with grace and tranquility. The piece culminates with a final chord which represents that feeling of being whole from the heather's qualities. 202 $100 Honey Baked Ham Gift Card donated by ACB Media Coordinator Larry Gassman Whether you're celebrating a loved one, marking a special occasion, or simply wanting to surprise a friend, show you care with a Honey Baked Ham. Enjoy this delicious treat with friends or family. 203 Baby Afghan in White, Yellow, and Green donated by Keri Bishop Enjoy this baby Afghan crocheted like a jumbo granny square or continuous granny square. The center is white bordered by a pastel green then white and trimmed in pastel yellow. Afghan measures 42 by 42 inches. Wow, what a beautiful Afghan to give as a gift for that someone special! 204 $100 Gift Card to Walmart Donated by Mary Haupt Fill your basket with treats for your family and friends. The $100 gift card offers a wonderful opportunity for you to treat yourself or to please and surprise others. 205 Four Bags of Healthy Dog Treats donated by ACB of Connecticut Here's something for the canines in your life. You will receive 4 bags of healthy dog treats baked, packed, and shipped by special needs students at Bellcate School in Vermont. They are freshly baked upon order and contain no preservatives. The flavors are Peanut Butter Pumpkin, Calming Chamomile and Honey Maple Mousse with the maple coming from the farm on the school property and Apple, Oatmeal and Cheese. They are truly making a difference for our dogs! 206 2012 Read Easy Move Scanning Device donated by Roberta McCall You can use this freestanding scanning device which will read out all printed text to users to assist you with everyday life. It includes headphones so you can hear what the scanner is reading to you. It has a custom carrying case, clear voices, Keypad Feature Pack For users requiring additional features such as multi-page documents, WIFI navigation control, saving, loading, importing, and exporting documents! Low Vision Pack that connects your Move to television or computer screen. Let's you view your documents in large print, (up to 2x newspaper headline size on a 22” screen), as well as listen to them. 207A Loaf of Homemade Pumpkin Bread Donated by Terri Nettles Perfect for breakfast, dessert, or a party, this bread will delight all who love pumpkin any time of day. Enjoy this pumpkin bread either plain or with chocolate chips yourself or share with friends or family. It is delicious. 207B Loaf of Homemade Pumpkin Bread Donated by Terri Nettles Perfect for breakfast, dessert, or a party, this bread will delight all who love pumpkin any time of day. Enjoy this pumpkin bread either plain or with chocolate chips yourself or share with friends or family. It is delicious! 208 Handmade Pottery Snack Tray and Butter Dish donated by Patty Fletcher You will enjoy this lovely snack tray which is a rectangular shaped plate with rounded edges. The edges and sides of this piece are textured. It is a marigold color with a glossy finish. Also enjoy the accompanying butter dish which is an oblong shaped plate. It is marigold with a glossy finish. These one-of-a-kind handmade pottery pieces are both useful and lovely. 209 $50 Amazon Gift Card donated by Friends in Art It is time to treat yourself to something special and here's a gift card to help you do it. $50 in spending at Amazon! 210 Four-piece Amalia Serving Set donated by Becky Gleason Enjoy having this four-piece set of elegant flatware. It will add sparkle to any table setting. Made from high-quality 18/10 Stainless Steel, each piece is beautiful, durable and dishwasher safe. The serving utensils feature a unique vine design and rope detail. This set includes a Serving Spoon, Slotted Spoon, Serving Fork, and Serving Spatula. Use this serving set yourself or make someone incredibly happy by making them the recipient of this useful and classy gift. 211 $50 Starbucks Gift Card donated by Merrilee Hill-Kennedy Everyone loves a good cup of coffee. It's even better with some friends or family members over some laughs! As an extra bonus, Starbucks also has goodies to eat. Bid so you can enjoy all the delicious choices from a great coffee establishment. 212 Two Dozen Homemade Cookies donated by Mary Cook of Outta Sight Sweets LLC Your choice of either snickerdoodle or triple chocolate chip cookies. The snickerdoodle is an old-fashioned d

Ryan Tansom helped turn around his $21-million family business and facilitated its 8-figure sale in 2014. Leveraging this experience, he founded multiple companies and created the Independence by Design™ Framework, a guide for business owners to achieve personal clarity, play the game, and maximize independence. Over 1,500 entrepreneurs have attended his workshops, gaining a new mindset for decision-making and helping them create freedom over their time, optimize cash flow, increase equity value, or prepare for a future exit. He's been involved in numerous transactions and speaks at industry conferences and CEO Masterminds, including Vistage Worldwide and Entrepreneurs' Organization. Ryan has also been podcasting for over eight years, with over 400 episodes featuring guests like Gino Wickman, Mike Michalowicz, Jack Stack, ITR Economics, John Warrillow, and editors from Inc.Magazine (Bo Burlingham) and HBR (Tom Stewart). In this episode… If you struggle to align your business growth with the life you aspire to live, daily business decisions may be distracting you from your personal goals. How can understanding the financial intricacies of your enterprise make the difference between scraping by and achieving true independence? While maximizing his company's top-line revenue earned him a spot on the Inc. 5000 list, entrepreneurial coach Ryan Tansom lost tens of thousands of dollars. Rather than focusing on short-term growth goals, he advises identifying and aligning long-term personal and business objectives. This requires concentrating on equity valuation to make informed operational decisions that increase your company's value and achieve your desired freedom. Additionally, building a working knowledge of finance allows you to manage your cash flow and capital effectively, supporting sustainable growth and informed decision-making.  Join Pat Mancuso in this episode of Destination Business Freedom as he interviews Ryan Tansom about harmonizing your personal and business lives. He shares how he transformed and sold his family's business, how to overcome the loneliness of entrepreneurship, and why business owners need financial acumen. 

Existe una forma eficiente de crear un negocio exitoso: animando a tus empleados a que se sientan parte activa de la empresa, consiguiendo que la ven como suya, no como un sitio al que van a trabajar.En este episodio analizo el libro El Gran Juego de los Negocios (The Great Game of Business, 2013), de Jack Stack y Bo Burlingham, en el que exploramos los 2 principios que te permitirán hacer partícipes y proactivos a tus empleados, así como las dificultades y beneficios de implementarlos.Aquí puedes conseguir este libro:AQUÍ TIENES EL LIBRO "The Great Game of Business": https://geni.us/juegonegocios En esta página encuentras las notas del episodio y todos los enlaces mencionados:https://librosparaemprendedores.net/312Ah! ¿Quieres recibir cada semana por email, gratis, estrategias y tácticas para ser mejor empleado, emprendedor y empresario? Suscríbete a mi email semanal aquí:https://librosparaemprendedores.net/newsletter ¿Quieres saber cómo aumentar tu velocidad de lectura? Mírate este vídeo y quizás hasta la dupliques en sólo 20 minutos: https://www.youtube.com/watch?v=V0VqCZlLuEc En Youtube y en Instagram estamos publicando también contenido exclusivo. Suscríbete ahora:Youtube: http://www.youtube.com/c/LibrosparaemprendedoresNetInstagram: https://instagram.com/librosparaemprendedores Además, recuerda que puedes suscribirte al podcast en:- Nuestra página: http://librosparaemprendedores.net/feed/podcast- iTunes: https://itunes.apple.com/mx/podcast/libros-para-emprendedores/id1076142249?l=es- Spotify: https://open.spotify.com/show/0qXuVDCYF8HvkEynJwHULb y seguirnos en Twitter ( https://twitter.com/EmprendeLibros ) y en Facebook ( https://www.facebook.com/EmprendeLibros/ ). This content is under Fair Use:Copyright Disclaimer Under Section 107 of the Copyright Act in 1976; Allowance is made for "Fair Use" for purposes such as criticism, comment, news reporting, teaching, scholarship and research.Fair Use is a use permitted by copyright statute that might otherwise be infringing. Non-profit, educational or personal use tips the balance in favor of fair use.I do not own the original content. All rights and credit go to its rightful owners. No copyright infringement intended. Hosted on Acast. See acast.com/privacy for more information.

Existe una forma eficiente de crear un negocio exitoso: animando a tus empleados a que se sientan parte activa de la empresa, consiguiendo que la ven como suya, no como un sitio al que van a trabajar.En este episodio analizo el libro El Gran Juego de los Negocios (The Great Game of Business, 2013), de Jack Stack y Bo Burlingham, en el que exploramos los 2 principios que te permitirán hacer partícipes y proactivos a tus empleados, así como las dificultades y beneficios de implementarlos.Aquí puedes conseguir este libro:AQUÍ TIENES EL LIBRO "The Great Game of Business": https://geni.us/juegonegocios En esta página encuentras las notas del episodio y todos los enlaces mencionados:https://librosparaemprendedores.net/312Ah! ¿Quieres recibir cada semana por email, gratis, estrategias y tácticas para ser mejor empleado, emprendedor y empresario? Suscríbete a mi email semanal aquí:https://librosparaemprendedores.net/newsletter ¿Quieres saber cómo aumentar tu velocidad de lectura? Mírate este vídeo y quizás hasta la dupliques en sólo 20 minutos: https://www.youtube.com/watch?v=V0VqCZlLuEc En Youtube y en Instagram estamos publicando también contenido exclusivo. Suscríbete ahora:Youtube: http://www.youtube.com/c/LibrosparaemprendedoresNetInstagram: https://instagram.com/librosparaemprendedores Además, recuerda que puedes suscribirte al podcast en:- Nuestra página: http://librosparaemprendedores.net/feed/podcast- iTunes: https://itunes.apple.com/mx/podcast/libros-para-emprendedores/id1076142249?l=es- Spotify: https://open.spotify.com/show/0qXuVDCYF8HvkEynJwHULb y seguirnos en Twitter ( https://twitter.com/EmprendeLibros ) y en Facebook ( https://www.facebook.com/EmprendeLibros/ ). This content is under Fair Use:Copyright Disclaimer Under Section 107 of the Copyright Act in 1976; Allowance is made for "Fair Use" for purposes such as criticism, comment, news reporting, teaching, scholarship and research.Fair Use is a use permitted by copyright statute that might otherwise be infringing. Non-profit, educational or personal use tips the balance in favor of fair use.I do not own the original content. All rights and credit go to its rightful owners. No copyright infringement intended. Hosted on Acast. See acast.com/privacy for more information.

EPISODE SUMMARY: Join me as I sit down with the entrepreneurial dynamo, John, to unpack the secrets behind his innovative "Output Thinking" approach to business. Listen in as John shares his fascinating journey from operating a niche movie library service to becoming a renowned coach and author. We cover the compelling topics of motivation, personal growth, and why creativity and biographies might just trump traditional business reads. John's fresh perspectives are sure to inspire as he lays out the blueprint for scaling and managing your company with purpose and efficiency. In our conversation, we tackle the gritty details of business management strategies, especially within service-oriented sectors like HVAC and plumbing. We examine the transformative power of open-book management, and I offer anecdotes alongside references to Jack Stack's "The Great Game of Business" to illustrate the profound impact financial literacy can have on employee engagement. From discussing the dangers of burnout to the art of replicating success within your team, this chat dives into the necessity of aligning individual ambitions with your company's goals, all while fostering emotional self-awareness for business leaders. If you're looking to transform your business practices or step up your executive game, John also reveals how to engage with his work and benefit from his coaching expertise. So, tune in and take a step towards constructing the life and business of your dreams with insights from one of the top CEO coaches in the game. JOHN'S BIO: John Seiffer, a seasoned Small Business Advisor, stands at 5ft 6, deriving humor from his title. With a career marked by entrepreneurship over traditional jobs, he champions efficiency, favoring systems to streamline tasks. He boasts a track record of managing companies remotely, including a notable 25-year stint from 1,500 miles away.Having documented successful systems, John transitioned into consulting 25 years ago. Despite being semi-retired, he forgoes golf for business consulting, emphasizing joy and profit in entrepreneurial pursuits. GET IN TOUCH WITH JOHN: https://ceobootcamp.com/about/ EPISODE CHAPTERS: (0:00:01) - Construct Your Life Podcast EpisodeJohn shares his journey from entrepreneur to coach, discussing the importance of motivation, creativity, and output buckets in business success. (0:07:44) - Effective Business Management StrategiesOpen-book management teaches employees about profit margins and aligns individual goals with company objectives. (0:14:20) - Maximizing Efficiency Through Strategic ManagementMaximizing output and impact in service industries through checklists, strategic thinking, and effective communication with diverse teams. (0:19:32) - Effective Management Through Output ThinkingListening to field employees, encouraging autonomy and discipline, identifying and nurturing talents, and the role of maintenance personnel in commercial HVAC sales. (0:30:46) - Connecting With the Author and CoachAccess insightful strategies through my book, engage on Twitter, and elevate leadership skills with CEO coaching services.

Jack Stack is a business pioneer and one of the world's best business strategists. He is Founder, President and CEO of SRC Holdings Corporation and is the author of two bestselling books: The Great Game of Business and A Stake in the Outcome. Jack has served as a world judge for the Ernst & Young Entrepreneur of the Year Awards Institute and as an advisor for this group since 1998. He has also written for Inc. Magazine and The New York Times and has addressed thousands of audiences on the topic of open-book management. Jack joined host Robert Glazer on the Elevate Podcast to talk about open-book management, his entrepreneurial career, what's possible when employees have a stake in their companies, and much more. Learn more about your ad choices. Visit megaphone.fm/adchoices

 In this week's episode of the Maximize Business Value Podcast, Tom delves into the transformative power of implementing a robust business operating system (BOS). Join Tom as he explores the myriad benefits of adopting proven frameworks like EOS, Rockefeller Habits, Business Made Simple, OKRs, Lean Manufacturing, and Open Book Management.Every business inherently operates on some form of operating system, whether consciously crafted or organically evolved. However, the key lies in adopting a structured BOS to drive performance, set goals, monitor progress, and achieve results effectively. These systems provide a framework for accountability, ensuring alignment with organizational objectives and fostering a culture of continuous improvement.With an array of BOS options available, Tom suggests exploring renowned methodologies outlined in influential books by thought leaders like Gino Wickman, Verne Harnish, Donald Miller, John Doerr, James P. Womack, Daniel T. Jones, and Jack Stack. While each system may have its unique elements, they all share a common goal of enhancing organizational efficiency and maximizing business value.CONNECT WITH TOMFacebook: https://www.facebook.com/masterypartnersLinkedIn: https://www.linkedin.com/in/tom-bronson/Website: https://www.masterypartners.com/Please be sure to like and follow for more great content to help YOU maximize YOUR business value!Tom Bronson is a serial entrepreneur and business owner. He is currently the founder and President of Mastery Partners, Mastery Mergers & Acquisitions, and the Business Transition Summit. All three companies empower business owners to maximize business value and serve business owners in different capacities to help them achieve their dream exit. As a business owner, Tom has been in your situation a hundred times and knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Tom has two books to help business owners on their journey to a dream exit: "Maximize Business Value Playbook," (2023), and "Maximize Business Value, Begin with the EXIT in Mind," (2020). Both are available on Amazon. ...

We're back with another selection for The Good Food CFO Book Club!    The Great Game of Business written by Jack Stack and Bo Burlingham, is a documentation and story telling of how SRC Holdings Corporation was approaching business differently.   SRC wasn't run in the traditional top-down way most other companies are. They practiced what Jack calls “Open Book Management” and found success playing “The Great Game of Business”. The result was that they built a repeatable system that enabled their associates to run the company and even branch off to build a new arm of the business.   In this episode you'll hear what I took away from this book, including:  How to communicate to your team about the big picture, and what you are trying to accomplish What it means to operate under Open Book Management Creating the game plan, setting the right goals, and getting buy-in from the team The tools and resources you can use to support all of this work   You can read along with us, get your copy of The Great Game of Business from our BookShop today!    From Our News Segment: The Food System is Having a Big Screen Moment - Civil Eats   Stay Connected! Instagram: @TheGoodFoodCFOYouTube: @thegoodfoodcfo Join us in The Good Food CFO Community

Are you ready to transform your mind and move your small business to the next level? Discover the keys to small business growth, the life you want to live, and finding happiness with entrepreneur Troy Trewin. This episode is for you if you want to create a life of freedom while growing your small business to success! In this episode, you will be able to:Learn how to navigate challenges and seize the opportunities for growth.Find out how to cultivate a habit of continual mindset improvement.Discover how to set your people in business for next-level growth.Full Show Notes Here!Links & Mentioned ResourcesGrow a Small Business Community (Podcast)Grow a Small Business on LinkedInGood to Great by Jim Collins$100M Offers by Alex HormoziThe Great Game of Business by Jack Stack and Bo BurlinghamMaverick by Ricardo SemlerBuilt to Sell by John WarrillowConnect with Troy TrewinWebsiteLinkedInInstagramFacebookDid you enjoy today's episode? 1. DM me @mrdarrellevans on Instagram.2. Click here to leave us a rating and review on follow on Apple Podcasts.3. Join the weekly MindShift Mentoring Newsletter 4. Want help scaling your business? Apply to work with DarrellThanks for listening,Darrell

On this podcast episode, Taylor St. Germain from ITR Economics joins Jack Stack and Kylie Jackson to discuss the power of using accurate economic data to inform your business decisions, forecast obstacles, and take advantage of opportunities in the future. The Great Game of Business has partnered with ITR Economics to bring you the "Guess the GDP of Q4 2023 Challenge." Here's your chance to showcase your forecasting skills and walk away with a $1000 prize!  Learn more about our forecasting challenge here: https://www.greatgame.com/forecasting-challenge

Join us as Scott Lewis, CEO of Spartan Investment Group, discusses the importance of processes, from strategic to operational and tactical levels, and how Spartan has evolved from its initial plan. Discover the significance of institutional standards, attracting and developing leaders, and the continuous improvement mindset. Gain valuable knowledge on building a culture of growth and success, backed by Scott's military background and expertise. Get ready to dive into the world of operational excellence.    ✅KEY POINTS ✅    ✅  Building a sustainable and fast-growing real estate investment company:  ✅  How the greatest leaders attract other great leaders to implement success within their organizations  ✅  There are three levels to every organization: strategic, operational, and tactical.  ✅  Enforcing processes can cause temporary discomfort, but it ensures risk reduction and quality.  ✅  Building a culture of having a process for everything is important    LINKS TO BOOKMARK  Keep up with the Elevate Podcast: https://elevatepod.com/  Interested in investing with Tyler? Visit https://www.cfcapllc.com/  Ready to boost your web presence? Visit www.sharpwilkinson.com/    FIND SCOTT  Spartan Investment Group https://spartan-investors.com/  LinkedIn https://www.linkedin.com/in/scott-j-lewis-aa616027  Twitter https://twitter.com/SpartanInvestGp  Facebook https://www.facebook.com/spartaninvestmentgroup/  Instagram https://www.instagram.com/spartaninvestmentgroup/    NAMES & BOOKS  "Principles" by Ray Dalio https://www.amazon.com/Principles-Your-Guided-Journal-Create/dp/1668010194/ref=sr_1_1?crid=12MKAZAOPCML3&keywords=%22Principles%22+by+Ray+Dalio&qid=1688664577&sprefix=principles+by+ray+dalio%2Caps%2C183&sr=8-1  "No Rules Rules" by Reed Hastings, Erin Meyer https://www.amazon.com/No-Rules-Netflix-Culture-Reinvention/dp/B0845Z14DX/ref=sr_1_1?crid=2PYMT4ED6RJMG&keywords=%22No+Rules.+Rules%22&qid=1688664608&sprefix=no+rules.+rules+%2Caps%2C184&sr=8-1  "The Great Game of Business" by Jack Stack https://www.amazon.com/Great-Game-Business-Expanded-Updated/dp/B00UB28XJ2/ref=sr_1_1?crid=2XNJP9AJURM7U&keywords=%22The+Great+Game+of+Business%22&qid=1688664676&s=audible&sprefix=the+great+game+of+business+%2Caudible%2C158&sr=1-1   

In today's episode, we welcome guest Patrick McDermott, founder of DigiTally, a business that helps retail and hospitality businesses reduce waste and increase margins through digital stock-taking services. Patrick believes that the food waste problem in the developed parts of the world is a serious issue and that it is time for the industry to take responsibility.We delve into the importance of understanding margins, reducing food waste, and training employees for success. Patrick also uncovers engaging with non-monetary figures, digitalising food inventory, and why hard decisions lead to better long-term outcomes.Links:‘The Great Game of Business' by Bo Burlingham and Jack Stack: https://www.amazon.com/dp/0385348339 DigiTally: https://www.digitally.io/ Patrick's LinkedIn: https://ie.linkedin.com/in/patrickmcdermottdt Connect with the podcast:Join the Hospitality Mavericks newsletter: https://rb.gy/5rqyeq A big thank you to our sponsor Bizimply who are helping progressive leaders and operators making every shift run like clockwork. Head to our website at www.bizimply.com or email them directly at advice@bizimply.com.This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacyChartable - https://chartable.com/privacy

So many company founders out there have found success because they've had a great idea, a particular skill set, and a willingness to put in the long hours. But those 3 characteristics are NOT how to scale a company. Instead, to become a successful CEO of a growing business, founders have to evolve what they do within that business — and this can be one of the toughest transitions for them to make. Letting go of job duties or responsibilities doesn't come easy for these high-achievers.   Our latest guest, Dr. David Stern, MD, is someone who has gone through that transition himself. Stern is the Chief Executive Officer and Founder of Experity, a GTCR portfolio company and a leading software and services company providing integrated solutions to more than 50% of the U.S. urgent care market.    Tune into the full conversation for more on David's journey from doctor to business owner, how he's evolved as a leader over the years, the pros and cons of mergers, and more.    Here's a Glimpse of What You'll Learn:    More about what David's company, Experity, does  How the introduction of electronic medical records inspired David to start his own business The value of firsthand experience in developing the product that would make up the core of David's business How David morphed his job duties over the years, and how that helped scale the company Why founders are “scary” to investors What “drivers” are and the two conditions they have to meet  The potential benefits and risks of doing a merger between two competitors — and what made David's so successful How David has transitioned his work habits so he can spend more time with his family  The routine David has with his daughter, and how that has made his personal life so much more meaningful  David's book recommendations, especially for business owners looking to scale their companies without stretching themselves too thin or trying to do everything all at once The one habit that successful CEOs consistently maintain    Resources Mentioned in This Episode:  Experity Health website David M. Stern, MD on LinkedIn David M. Stern, MD on Twitter “The Great Game of Business: The Only Sensible Way to Run a Company” by Jack Stack and Bo Burlingham “Good to Great: Why Some Companies Make the Leap and Others Don't” by Jim Collins “The 4 Disciplines of Execution: Achieving Your Wildly Important Goals” by Chris McChesney “The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results” by Gary Keller 40 Strategy Contact 40 Strategy Carl J. Cox on LinkedIn  

If you want to improve your profits in your restaurant, Pilar is your go-to expert. She is the Founder of Pendulo, which supports independent restaurants, pubs and cafes to be more profitable with our software, consultancy and tailor-made solutions.In this interview, we explore why so many businesses operate on losses, Pilar's experience of “starting from scratch” after losing all of her customers' data, the power of building strong relationships, and the importance of supporting your local community. Links:‘One Minute Manager' by Kenneth Blanchard and Spencer Johnson: https://www.amazon.com/dp/074350917X‘Who Moved My Cheese' by Kenneth Blanchard and Spencer Johnson: https://www.amazon.com/dp/B07F7LS2ZW‘Great Game of Business' by Bo Burlingham and Jack Stack: https://www.amazon.com/dp/0385348339 Pendulo: https://penduloforce.com/ Pilar's LinkedIn: https://uk.linkedin.com/in/pilargarcia-penduloforceConnect with the podcast:Join the Hospitality Mavericks newsletter: https://rb.gy/5rqyeq A big thank you to our sponsor Bizimply who are helping progressive leaders and operators making every shift run like clockwork. Head to our website at www.bizimply.com or email them directly at advice@bizimply.com.This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacyChartable - https://chartable.com/privacy

Hotel owner and author of the book ‘A Bridge Not Too Far', Deepak Ohri, joins the show for the second time. He is the CEO and Chief Happiness Officer at lebua Hotels & Resorts, Bangkok-based luxury hotels and restaurants company with locations in Thailand, India, and New Zealand.We reflect on how he came to run a hotel and discusses the importance of balancing material desires with principles. Deepak also talks about his new book and how he applies these principles in his everyday life, and the need to put people first. Links:‘A Bridge Not Too Far' by Deepak Ori: https://www.amazon.co.uk/Bridge-Not-Too-Far-Creativity/dp/1957807830‘The Great Game of Business' by Jack Stack: https://www.amazon.co.uk/dp/B012HTR7V6/ #87 Deepak Ohri, CEO Lebua Hotels and Resorts, on Emotional Touch Points: https://www.hospitalitymavericks.com/87-deepak-ohri-ceo-lebua-hotels-and-resorts-on-emotional-touch-points/Lebua Hotels & Resorts: https://lebua.com/ Connect with the podcast:Join the Hospitality Mavericks newsletter: https://rb.gy/5rqyeq A big thank you to our sponsor Bizimply who are helping progressive leaders and operators making every shift run like clockwork. Head to our website at www.bizimply.com or email them directly at advice@bizimply.com.This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacyChartable - https://chartable.com/privacy

On this episode of Banking on KC, Case Dorman, owner and CEO of Jack Stack Barbecue, joins host Kelly Scanlon to discuss the staying power of the iconic brand. Tune in to discover: How Case started serving beans at Jack Stack when he was 16 years old and rose to become the owner. What Case's first day on the job taught him about the Jack Stack brand and standards. The “secret sauce” that has carried the brand through multiple generations of family ownership and customer loyalty. How the restaurant weathered the pandemic and other challenges throughout its history. Country Club Bank – Member FDIC 

Five KSHB 41 news staffers undertook a deep dive into the BBQ Capital of America's world-renowned barbecue scene. In the spirit of the NFL Draft coming to Kansas City, here's their 2023 KC BBQ Draft.See omnystudio.com/listener for privacy information.

The Business of Meetings – Episode 158 – Intentional Growth with Ryan Tansom The Business of Meetings – Episode 158 – Intentional Growth with Ryan Tansom Today, we have the great pleasure of speaking with Ryan Tansom, the Co-founder of Arkona!  Ryan knows a lot about acquisition entrepreneurship! He joins us to share his insight along with a wealth of experience building and selling businesses. He dives into how to create value, different types of exits, and everything else you need to know when planning to sell a business. Bio Ryan Tansom started his entrepreneurial career at his family business where he was the executive vice -president and responsible for the strategic, operational, and financial strategy of a $21 million company. Ryan helped turn the company around and bring intentional focus to the right strategies, which enabled it to be sold for eight figures to a local competitor in 2014. Ryan took his experience and founded Arkona to create the Intentional Growth Framework, which helps owners grow the value of their company with the end in mind, through educational training, fractional CFO services, and strategic planning. Ryan is a passionate, energetic, and highly-skilled communicator who loves his work and the message he delivers. Both of the keynote presentations he frequently delivers are near and dear to his heart because they tell the story and solutions to the challenges he had when he was running his family business. Since founding Arkona, he has been able to teach other entrepreneurs and business owners what he wishes he had known before they sold their company, which was how to clarify a path to a more valuable business with an end in mind. He wants business owners to turn their visions into reality. Ryan also hosts the popular Intentional Growth Podcast, which has 280+ episodes and 380k+ downloads, with Todd Herman, Bo Burlingham, Jack Stack, Gino Wickman, John Warrillow, Dan Martell, and Alan Beaulieu. Ryan's journey Ryan is on a mission to make the entrepreneurial journey worthwhile for everyone. Through Arkona, he offers education and services to help people with their businesses and business finances.  It all stems from Ryan's experience growing up in a business his dad started from the ground up. At the end of 2009, their family business lost $940,000.00 and they had to choose between doubling down to make it worthwhile keeping or selling the business and shutting it down entirely. They decided to keep going. Over the next five years, they sold two branches, built out the managed IT services and software automation, rolled out a new ERP (Enterprise Resource Planning) system, replaced most of their employees, and rebranded while juggling a $240,000 payroll every two weeks. In 2014, they sold the business because they could not align their goals and strategies. What do you want? When people call Ryan to say they want out of their business, he asks them whether they want out of their job or assets. Mostly, they are sick of all the duties associated with their role in the business.   Reverse engineering an equity valuation Many entrepreneurs don't even know if what they are doing is worth it, and their goals are often based on revenue, which is not a good indicator of whether or not they have made it. Ryan likes to ask entrepreneurs what target equity value they want for their business at a point in time, regardless of whether or not they want to sell. (If a company is viewed and run like a financial asset, it needs to grow in value!) What business owners need to have in place and do: A dashboard to monitor their numbers A goal Hire people and delegate Make it unnecessary to be in the business themselves Ryan's 5 Intentional Growth Principles  Ryan has adopted five principles to bring clarity to business owners and crystalize and synthesize the questions they often ask:  Your vision; What do you want from the business, and why?  Your financial targets (target annual income, asset net worth, and the equity value of the company) Exit Options (Internal - Management/Family/Partners, Acquisition Entrepreneurs ESAPs, Private Equity, Strategic Buyers) Creating sustainable, predictable, and transferable cash flow (The more sustainable, predictable, and transferable the cash flow, the more intrinsic value the business will have.) Team of advisors (Hire experts to advise you on optimizing all aspects of the business.) The best outcome When most business owners consider the best outcome, they tend to gravitate toward a number. A better option would be to focus on growing the intrinsic financial value based on the cash flow valuation because that will likely guarantee five multiples within the ESOP.  (Employee Stock Ownership Plan) The benefits of ESOP If you're in an ESOP and sell your company, you can put up to 15% of the rolled equity back into your company. You also get to be a paid CEO, make all the decisions, and do not pay taxes. What is happening in the market? Private equity raised almost a trillion-and-a-half dollars in capital, they are charging investors 2% to manage that money, and they have not yet bought anything.  Enterprise-purchasing power The US technically has 8 million dollars of enterprise purchasing power to buy companies that comprise only 4% of the market. That creates a problem for those who want to sell and for those who have invested in private equity. So private equity companies are now readjusting all their models. Prices will drop, and people will get higher earn-outs, more equity, and less debt.  A great opportunity A great opportunity exists for people to buy companies, grow value, and monetize when they want to exit.    Connect with Eric On LinkedIn On Facebook On Instagram On Website   Connect with Ryan Tansom Arkona On LinkedIn

In this episode of The Disruptive Successor Show, Jonathan speaks with Maggie Bender-Johnson, a third-generation family member and CEO of Bender Insurance Solutions. She discusses the evolution and growth of the company from a team of 4 to a team of 55 strong today.One of their key moves recently was the choice to become an ESOP. Doing so introduced a lot of processes but allowed the team members to retain their identity without having to sell externally. However, Maggie clarifies that the financial incentives are not the best and that moving to an ESOP framework is done with people in mind, not profits.Maggie talks about the difference in leadership styles between her and her father, and how to navigate switching different hats when talking to her father who was also her boss before she became CEO. Mentorship has also been critical in Maggie's growth and she shares the guidance she received both from her father and from an outside coach, both of which proved to be essential.Jonathan also recommends a couple of books for disruptive successors like Maggie: The Great Game of Business by Jack Stack with Bo Birlingham which teaches financial literacy, a critical skill for ESOPs, and Hats Off to You by Ernest A. Doud, Jr. and Lee Hausner Ph.D. which helps successors manage their complicated relationships with older generations.HIGHLIGHT QUOTESMAGGIE: ADAPT COMPANY VALUES TO MODERN TIMES "We're allowing our employees to work from home because that's what they want to do. And so, with our old values, it didn't work, and so now, connection is huge for us because we have to be more intentional about having connections with people because I'm not going to run into them on the way to the restroom. And so, how do we, as an organization, create those opportunities without falling back into the oh, it was so much easier when everybody was in person, let's just do it that way?"MAGGIE: SUCCESSION IS A FACTOR IN MOVING TO AN ESOP SETUP"We spent so much time talking about perpetuating dad's equity that I knew that I would have that same struggle in another 15 years for myself. And if I'm not having children and my nephews are such young boys, it's a lot of pressure to put on an unknown and so... the clouds parted and the ESOP looked like the right path." Connect with Maggie through the following links:About MaggieWebsiteIf you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Links:Clarify your path towards a more valuable business by taking the Intentional Growth Financial Assessment: https://arkona.io/intentional-growth-financial-assessmentArkona: https://arkona.io/Ryan Tansom started his entrepreneurial career at his family business where he was the executive vice president and responsible for the strategic, operational, and financial strategy of the $21 million company. Ryan helped turn the company around and bring intentional focus to the right strategies which enabled it to be sold for 8 figures to a local competitor in 2014. Ryan took his experience and founded Arkona to create the Intentional Growth™ Framework which helps owners grow the value of their company - with the end in mind - through educational training, fractional CFO services, and strategic planning. Ryan is a passionate, energetic, and highly skilled communicator who loves his work and the message he delivers. Both of the keynote presentations he frequently delivers are near and dear to his heart because they tell the story - and the solutions - to the challenges he had when he was running his family business. Since founding Arkona, he has been able to teach other entrepreneurs and business owners what he wishes he would have known before they sold their company, which is how to clarify a path to a more valuable business - with an end in mind - so business owners can turn their visions into reality. Ryan also hosts the popular Intentional Growth™ Podcast which has 280+ episodes, 380k+ downloads with Todd Herman, Bo Burlingham, Jack Stack, Gino Wickman, John Warrillow, Dan Martell, and Alan Beaulieu.

This week, in episode 137, Jay Goltz explains how he got interested in selling a percentage of his business to his employees and why he quickly lost interest once he started reading books, attending seminars, and talking to accountants and lawyers who specialize in employee stock ownership plans. To Jay's ear, they all made ESOPs sound expensive, complicated, and risky. This was not something he needed to do. So why go to the trouble? Why take the risk? But he kept asking questions, and over time, he sensed that many of the problems he was being warned about didn't have to be problems. As of now, he's pretty much concluded that an ESOP could help him secure retirement for his employees while generating more profit for his business. In fact, he says, “I'm confident I can make more owning 70 percent of the company than I am now owning 100 percent.” But he still has a few lingering questions, which is why we invited Corey Rosen to join the conversation. Corey helped draft the legislation that created ESOPs, he's the founder of the National Center for Employee Ownership, and he literally wrote the book on how the plans work. All of which led to an inevitable question for both Jay and Corey: If ESOPs are so great, why are there so few of them?Show Notes: Here's Corey Rosen's most recent book, written with John Case: “Ownership: Reinventing Companies, Capitalism, and Who Owns What.”Here's a previous book Corey wrote with Scott Rodrick: “Understanding ESOPs.”And here's a book written by Jack Stack and Bo Burlingham: “A Stake in the Outcome.”

Ryan Tansom started his entrepreneurial career at his family business where he was the executive vice president and responsible for the strategic, operational, and financial strategy of the $21 million company. Ryan helped turn the company around and bring intentional focus to the right strategies which enabled it to be sold for 8 figures to a local competitor in 2014.Ryan took his experience and founded Arkona to create the Intentional Growth™ Framework which helps owners grow the value of their company - with the end in mind - through educational training, fractional CFO services, and strategic planning.Ryan also hosts the popular Intentional Growth™ Podcast, which has 280+ episodes and 380k+ downloads. His co-hosts include Todd Herman, Bo Burlingham, Jack Stack, Gino Wickman, John Warrillow, Dan Martell, and Alan Beaulieu.During the interview we discuss…Ryan's philosophywhy most business owners don't think this waywhat it means when someone asks "what do you want and why"ways to increase a business's valueexercises do understand what you want and whyGet in touch after the interview…Website: https://arkona.ioLinkedIn: https://www.linkedin.com/company/intentional-growthFacebook: https://www.facebook.com/intentionalgrowthframeworkInstagram: https://www.instagram.com/intentionalgrowthframework/YouTube: https://www.youtube.com/channel/UCEf999NaiI4EB426TOQjJ-AContactl: squesnell@arkona.ioClarify a path towards a more valuable business using your financials https://arkona.io/intentional-growth-financial-assessment?utm_source=guest+podcast&utm_medium=referral&utm_campaign=deliberate+leaders+podcastClaim your free gift!We're giving away a one-year membership to the world's #1 business book summary service for leaders! Our gift will help you stay on top of the latest ideas, decide which books to read next, and engage your teams.To get your gift:Leave a rating or review on your favorite listening channel.Take a screenshot of your review.Share the screenshot on LinkedIn, and mention either “Allison Dunn” or “Deliberate Directions” and the “Deliberate Leaders Podcast”.=============Allison DunnExecutive Business CoachDeliberate Directions + Executive Business Coaching + Training Center3003 W Main Street, Suite 110, Boise ID 83702(208) 350-6551Website https://www.deliberatedirections.comLinkedIn https://www.linkedin.com/in/allisondunnPodcast https://podcasts.apple.com/us/podcast/deliberate-leaders-podcast-with-allison-dunn/id1500464675

Ryan Tansom started his entrepreneurial career at his family business where he was the Executive VP and responsible for the strategic, operational, and financial strategy of the $21 Million company. Ryan helped turn the company around and bring intentional focus to the right strategies which enabled it to be sold for 8 figures to a local competitor in 2014. Ryan took his experience and founded Arkona to create the Intentional Growth™️ Framework which helps owners view – and run – their company like a financial asset through educational training, fractional CFO services and strategic planning. Ryan also hosts the popular Intentional Growth™️ podcast that has 320+ episodes, 430k+ downloads and guests like Gino Wickman, Bo Burlingham, Dan Martell, John Warrillow, Jack Stack, and Alan Beaulieu, and the editors of HBR and Inc. Magazine. Ryan also has a passion for speaking and delivers frequent keynotes. After thousands of meetings and hundreds of podcast interviews, he has his finger on the pulse of the market like few others.Watch it on Youtube: https://youtu.be/Z-6EASSj-lY--------------------------------------------------Contact Ryan onLinkedin: https://www.linkedin.com/in/ryan-tansom-4a440710/Website: https://arkona.io/podcasts--------------------------------------------------How2Exit Joins ITX's Channel Partner Network!-Why ITX?Since 1998, ITX has created $5 billion in value by selling more than 225 IT businesses in 20 countries. ITX works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years ITX has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe ITX M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visithttps://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with ITX focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa. Flippa - Real Buyers, Real Sellers - Where the Real Deals Are MadeVisit Flippa - https://www.dpbolvw.net/click-100721038-15233003--------------------------------------------------

In the age of the great resignation and quiet quitting, it's important for businesses to find ways to engage employees and make them feel that they're more part of a company than just an employee. In this episode of By the Books, Lindsay is joined by Chris McKee, President at Venturity Financial Planners to discuss how implementing an Open Book Management System has changed his business and why other businesses should consider the same thing. Often times companies don't feel comfortable opening their books to those that work for them. However, by being honest, it can create an opportunity for employees to feel involved and that they can have a direct impact on the company's bottom line. This becomes even more important as the economy takes a turn and employees become more paranoid about the status of their jobs and the company. Chris talks about how his business took it a step further by offering an Employee Stock Ownership Program, and how this helped to drastically change the company's profit margins. Chris mentions the book: The Great Game of Business by Jack Stack. If you're interested in learning more about Chris, you can visit: http://venturity.net (venturity.net) or email him at chris@venturity.net. To reach Lindsay Kline, email info@sakline.com or visit sakline.com. You can also reach them at 866-266-5738.

Join the second part of my conversation with Bo Burlingham – the author of notable books such as ‘Small Giants' and ‘The Great Game of Business'. Currently a contributor to Forbes, Bo previously worked at Inc. magazine for over 30 years as senior editor, executive editor, and editor at large. In this part of the interview, Bo continues to share his research process for writing ‘Small Giants'. We also talk about having a business ‘mojo' or ‘magnetism', how we can apply his timeless knowledge to the current world, making space for innovation, and why he is researching more into  ‘evergreen' businesses. Links: Get your FREE copy of the white paper of ‘The Six Tenets of Agile Hospitality - 6 Tenets Every Leader Needs to Survive and Thrive in the New Era of Hospitality': https://www.bizimply.com/resources/the-6-tenets-of-hospitality/ (https://www.bizimply.com/resources/the-6-tenets-of-hospitality/)  The Small Giants Community: https://smallgiants.org/ (https://smallgiants.org/)  The Small Giants Leadership Academy: https://smallgiants.org/leadership-academy/ (https://smallgiants.org/leadership-academy/)  ‘Small Giants' by Bo Burlingham: https://www.amazon.com/gp/product/B010N18JVC (https://www.amazon.com/gp/product/B010N18JVC)  ‘The Great Game of Business' by Bo Burlingham and Jack Stack: https://www.amazon.com/dp/0385348339 (https://www.amazon.com/dp/0385348339)  ‘Finishing Big' by Bo Burlingham: https://www.amazon.com/gp/product/B00FZCJQVC/ (https://www.amazon.com/gp/product/B00FZCJQVC/)  Union Square Hospitality Group: https://www.ushg.com/ (https://www.ushg.com/) ‘Setting the Table' by Danny Meyer: https://www.amazon.com/dp/0060742763 (https://www.amazon.com/dp/0060742763) Zingerman's: https://www.zingermans.com/ (https://www.zingermans.com/) The Coolest Small Company in America | Inc.com: https://www.inc.com/magazine/20030101/25036.html (https://www.inc.com/magazine/20030101/25036.html) ‘Great By Choice' by Jim Collins: https://www.amazon.com/dp/0062120999 (https://www.amazon.com/dp/0062120999) Clayton Christensen: https://claytonchristensen.com/ (https://claytonchristensen.com/) ‘BE 2.0' by Jim Collins and William Lazier: https://www.amazon.com/dp/0399564233/ (https://www.amazon.com/dp/0399564233/) #180 The Six Tenets of Agile Hospitality: https://www.hospitalitymavericks.com/180-the-six-tenets-of-agile-hospitality/ (https://www.hospitalitymavericks.com/180-the-six-tenets-of-agile-hospitality/) #181 Bo Burlingham, Author of Small Giants – PART ONE: https://www.hospitalitymavericks.com/181-bo-burlingham-co-author-on-the-great-game-of-business-part-one/ (https://www.hospitalitymavericks.com/181-bo-burlingham-co-author-on-the-great-game-of-business-part-one/)  Hospitality and The Infinite Game #007: Small Giants: https://www.hospitalitymavericks.com/hospitality-and-the-infinite-game-007-small-giants/ (https://www.hospitalitymavericks.com/hospitality-and-the-infinite-game-007-small-giants/) Connect with the podcast: https://colossal-designer-2784.ck.page/40ada1483a (Join the Hospitality Mavericks newsletter): https://rb.gy/5rqyeq (https://rb.gy/5rqyeq)   A big thank you to our sponsor Bizimply who are helping progressive leaders and operators making every shift run like clockwork. Head to our website at https://www.bizimply.com/?utm_source=partner&utm_medium=referral&utm_campaign=mavericks (www.bizimply.com) or email them directly at advice@bizimply.com.

Bo Burlingham's work has had a huge impact on my work at Hospitality Mavericks. He is the author of notable books such as ‘Small Giants' and ‘The Great Game of Business'. Currently a contributor to Forbes, Bo previously worked at Inc. magazine for over 30 years as senior editor, executive editor, and editor at large. It's a great honour to have Bo on the show. This interview will be shared with you in two parts – join me in part one as we delve into his early days of writing, working with Jack Stack's revolutionary system of Open-Book Management, what inspired Bo to write ‘The Great Game of Business', and so much more. Links: Get your FREE copy of the white paper of ‘The Six Tenets of Agile Hospitality - 6 Tenets Every Leader Needs to Survive and Thrive in the New Era of Hospitality': https://www.bizimply.com/resources/the-6-tenets-of-hospitality/ (https://www.bizimply.com/resources/the-6-tenets-of-hospitality/)  ‘Small Giants' by Bo Burlingham: https://www.amazon.com/gp/product/B010N18JVC (https://www.amazon.com/gp/product/B010N18JVC)  ‘The Great Game of Business' by Bo Burlingham and Jack Stack: https://www.amazon.com/dp/0385348339 (https://www.amazon.com/dp/0385348339)  ‘Finishing Big' by Bo Burlingham: https://www.amazon.com/gp/product/B00FZCJQVC/ (https://www.amazon.com/gp/product/B00FZCJQVC/)  Union Square Hospitality Group: https://www.ushg.com/ (https://www.ushg.com/) ‘Setting the Table' by Danny Meyer: https://www.amazon.com/dp/0060742763 (https://www.amazon.com/dp/0060742763) Zingerman's: https://www.zingermans.com/ (https://www.zingermans.com/) The Coolest Small Company in America | Inc.com: https://www.inc.com/magazine/20030101/25036.html (https://www.inc.com/magazine/20030101/25036.html) #180 The Six Tenets of Agile Hospitality: https://www.hospitalitymavericks.com/180-the-six-tenets-of-agile-hospitality/ (https://www.hospitalitymavericks.com/180-the-six-tenets-of-agile-hospitality/) Hospitality and The Infinite Game #007: Small Giants: https://www.hospitalitymavericks.com/hospitality-and-the-infinite-game-007-small-giants/ (https://www.hospitalitymavericks.com/hospitality-and-the-infinite-game-007-small-giants/) Connect with the podcast: https://colossal-designer-2784.ck.page/40ada1483a (Join the Hospitality Mavericks newsletter): https://rb.gy/5rqyeq (https://rb.gy/5rqyeq)   A big thank you to our sponsor Bizimply who are helping progressive leaders and operators making every shift run like clockwork. Head to our website at https://www.bizimply.com/?utm_source=partner&utm_medium=referral&utm_campaign=mavericks (www.bizimply.com) or email them directly at advice@bizimply.com.

In This Episode, You Will Learn: How to gain clarity to scale a business that is profitable! The ups and downs that led to Ryan's realization that profitability is the goal to truly scale, rather than focusing on revenue and team growth.   Resources + Links:   Learn more about how Ryan helps businesses grow with intention! https://arkona.io/   Connect with Sharon on Instagram | @sharonbondurant_ig LinkedIn | https://www.linkedin.com/in/sharonbondurant/   Find more resources on our website  https://www.the-finders.com/ www.how-to-pivot.com   Meet Ryan Tansom Ryan Tansom started his entrepreneurial career at his family business where he was the Executive VP and responsible for the strategic, operational, and financial strategy of the $21 Million company. Ryan helped turn the company around and bring intentional focus to the right strategies which enabled it to be sold for 8 figures to a local competitor in 2014.    Ryan took his experience and founded Arkona to create the Intentional Growth™ Framework which helps owners view – and run – their company like a financial asset through educational training, fractional CFO services and strategic planning.    Ryan also hosts the popular Intentional Growth™ podcast that has 320+ episodes, 430k+ downloads and guests like Gino Wickman, Bo Burlingham, Dan Martell, John Warrillow, Jack Stack, and Alan Beaulieu, and the editors of HBR and Inc. Magazine. Ryan also has a passion for speaking and delivers frequent keynotes. After thousands of meetings and hundreds of podcast interviews, he has his finger on the pulse of the market like few others.   Show Notes Are you ready to increase the profitability of your business!? I'm excited for you to hear my conversation with founder of Arkona, Ryan Tansom! Ryan shares what it was like growing up in the family business, and the ups and downs that led to him realizing the power of focusing on profit over revenue. Tune in as Ryan shares some key things to focus your goals around to make sure you're building a profitable business that will give you the income and role you want all along the way!     01:00 How Ryan grew up in the family business and the ups and downs of scaling a company. 04:50 What was it like making the decision to sell and having to let 60+ employees go? 09:00 What has your journey looked like to the current business you have now? 11:15  The inspiration behind Ryan's podcast Intentional Growth. 13:20 Pivots that led to building Arkona. 18:30 How do you gain clarity in your business and also make room to pivot as you go? 25:15 Do you know the equity value of your business? 27:20 What is the first thing listeners need to know to make sure they are focusing on the right metrics? 30:00 The framework that will help you make key decisions in your business. 32:15 How do you adjust your target as you make a pivot?

Bret Keisling is joined by Hypertherm's Jesse Tyler, host of the Owner to Owner podcast, who shares what he learned at The NCEO Fall Forum, including ESOP "quit rates," how staff levels affect ESOP acquisitions, US median retirement savings, and symbiotic leadership. The annual NCEO Fall Forum [forum.nceo.org] was held in St. Louis from September 26-28, 2022. Jesse particularly highlighted keynote speaker Jack Stack, The National Center for Employee Ownership's Tim Garbinsky and Dallan Guzinski, as well as his own presentation with Jon Sweigart of Praxis Consulting Group on continuous improvement. Get more information or read the full transcript of this episode on our website at https://www.theesoppodcast.com/post/mini-cast-203-jesse-tyler-at-the-nceo-fall-forum.

Virginia Tech doctoral student Jack Stack really likes to study fossil fish. When he's not doing that, he likes to talk about them. In this episode, Anders Halverson talks to Jack about the evolutionary history of fishes from the Cambrian to the Anthropocene. Where did the marvelous diversity of ray-finned fishes come from? What happened to the jawless and lobe-finned lineages? What does this all mean for fisheries conservation today? You can follow Jack on Twitter: @JackStack9 You can also reach him through email at FishHistory@yahoo.com ------- Get in touch with us! The Fisheries Podcast is on Facebook, Twitter, and Instagram: @FisheriesPod  Become a Patron of the show: https://www.patreon.com/FisheriesPodcast Buy podcast shirts, hoodies, stickers, and more: https://teespring.com/stores/the-fisheries-podcast-fan-shop Thanks as always to Andrew Gialanella for the fantastic intro/outro music. The Fisheries Podcast is a completely independent podcast, not affiliated with a larger organization or entity. Reference to any specific product or entity does not constitute an endorsement or recommendation by the podcast. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. Views and opinions expressed by the hosts are those of that individual and do not necessarily reflect the view of any entity with those individuals are affiliated in other capacities (such as employers).  

Story of failure: Cutting myself while clipping my nose hairs.Kurt Theobald is the CEO and Chief Strategist at Classy Llama. Through his commitment to a true agency culture, in which the agent acts in the best interest of its clients without consideration for private gain, the team at Classy Llama has continued to develop greater efficiencies and value opportunities for their clients. Within Classy Llama, Theobald has established the understanding that what makes or breaks an agency is the quality of its relationships.In today's episode, Kurt talks about:having the entrepreneurial bug when he was young and almost losing itchecking out of college when it wasn't for himhad to learn lessons a different wayreigniting a passion for learning through readingfrom real estate, to business failuresjumping from one frying pan to anotherbeing close friends with failure and how that impacted his lifehelping people see the valleys in between the peaks of the journeyexpecting to fail but overcoming at all times and getting back on the horsestory of how one idea led to another opportunitythe irony of a good companylearning how to leadthe transition from Magento to Adobe Commercehaving his older brother Kyle Theobald as a great mentormentors through books and some of the greatest minds of the pastbeing the dumbest guy in the room and asking for helpthere are a lot of people out there that want to helpseeing that passion to learn and supporting others in their journeygo for the people in the margins and the blue ocean strategythe failure of a mentor relationshipJack Stack - The Great Game of Businessretrospectively learning from a past mentorthe failure of arguing, instead of listening with humilitythe truth of a mistake and pride issues when learningrecognizing that he didn't have it all togetherthe falsehood of overnight success and the long ramp to success“God, don't make me successful until I'm ready to carry it well.”needing far fewer failures than what was neededthe story of a failed business of touch screen kiosksstory of taxi advertising, selling the product, and trouble with the permitstendency of thinking what's possible and making it too bigthe big mistake of not losing the deal and not doing market researchthe heaviness of losing other people's money in venturesJohnathan Hodges and learning through his readingwhy you need different messages for different peoplegoing through personal bankruptcy at 23 years oldwhy you need sales and revenue before culture“Most times the shadow is greater than the object itself.”prepare for judgement from people around you“You have to eat the meat and spit out the bones. The bones are the judgement.”Tiger Woods habits - 6 steps to celebrate or commiserateRay Dalio - Principles“When you go through failure, forget the pain, and remember the principles that you learned through it.”the night is darkest right before the dawnasking people to tell him about their failuresthe fundamental belief of ‘this is what I was designed to do'always stepping onto the next edge and being uncomfortablethe amount of money printing in 2020 and how it affects business spendingbeing early to the spending and working through low close ratesjust keep swimmingwhen you find out who is willing to go through the journey with youthe pruning of the vineliving true to who he is www.classyllama.comTwitter - @kurttheobaldLinkedIn - Kurt TheobaldMedium Articles One Simple Change That Improved Performance By 15% Get All The Answers Wrong Neutralizing Your Fear of Mistakes

"Henry Perry, Kansas City's Barbecue King" tells the story of a Black entrepreneur who traveled to Kansas City from Memphis in the early 1900s and coined the local style has mostly gone untold. Henry Perry was equal parts pitmaster and entrepreneur. As Kansas City's self-professed “Barbecue King,” he was the first person in the city to open a barbecue stand and truly make a living selling his meat, which included possum, hog, raccoon and mutton, among other things. Part of his success is thanks to a robust marketing strategy, but it's also because legend had it he could barbecue better than anybody. His sauce was supposedly so fiery, it would literally bring tears to customers' eyes. Despite it being the Jim Crow era, he regularly attracted both Black and white customers. According to one historian, “segregation ended when you walked through the door.” It's not like barbecue was the great unifier. But, like jazz at the time, it was a place where Black and white people coexisted in ways they weren't doing elsewhere. Perry died of pneumonia in 1940, at age 66. But his influence didn't end there. He had taught three apprentices everything he knew and they carried on his legacy in two big ways. Arthur Pinkard became the first cook for the Gates family of Gates Bar-B-Q fame. And brothers Charlie and Arthur Bryant went on to create Arthur Bryant's. It all makes you wonder... Would Kansas City even be known for barbecue without Henry Perry? Many historians don't think so. Today, there is no longer a Perry's Barbecue in downtown Kansas City. But there's Gates. And Arthur Bryant's. Elsewhere, there's Joe's, LC's, Jack Stack, Q39 and countless others. Some of these restaurants truly wouldn't be around today—and Kansas City might not even be known for barbecue—if it wasn't for Henry Perry. And while they might not cook the meat exactly the way he did, they're still carrying on the tradition of barbecue excellence in Kansas City that Perry started in the early 1900s. These days, there's just less possum on the menu. Mackenzie Martin, a podcast producer and reporter at KCUR, created this episode of "Gravy." She helps make A People's History of Kansas City and Hungry For MO.  An earlier version of this story aired on the KCUR Studios podcast, A People's History of Kansas City.  

Bret Keisling is joined by The National Center for Employee Ownership's Jaymie Oviedo and Danielle Clarke-Newell for an in-depth look at NCEO's Fall ESOP Forum [https://forum.nceo.org/], which will be held September 26-28, 2022, in St. Louis. The team describes the Fall Forum's sessions, networking opportunities, sky top luncheon, pre-Forum content, virtual and in-person events, and registration deadlines. The Keynote Speaker is Jack Stack of the Great Game of Business. Among the many sessions, recent podcast guest Albert del Pilar of ButcherJoseph will be presenting the same topic he shared on the podcast, "Rising Interest Rates & ESOP Valuations." Jesse Tyler, host of the Owner to Owner podcast, and Jon Sweigert of Praxis Consulting Group will present "Continuous Improvement: Employee Ownership in Action." Further show notes, and all of our past episodes, are available on our website at https://www.theesoppodcast.com/post/210-nceo-s-fall-esop-forum-2022

Bret Keisling is joined by The National Center for Employee Ownership's Jaymie Oviedo and Danielle Clarke-Newell for a quick look at NCEO's Fall ESOP Forum, September 26-28, 2022 in St. Louis with lots of great sessions and panels and the Keynote Speaker is Jack Stack of the Great Game of Business. Early registration discount has been extended to August 9th. Among the many sessions, recent podcast guest Albert del Pilar of ButcherJoseph will be presenting the same topic he shared on the podcast, "Rising Interest Rates & ESOP Valuations." Jesse Tyler, host of the Owner to Owner podcast, and Jon Sweigert of Praxis Consulting Group will present "Continuous Improvement: Employee Ownership in Action." Episode 210 of The EsOp Podcast will have a deeper look at the Fall ESOP Forum with Jaymie and Danielle. The full transcript of this episode, which includes links to all of the topics mentioned, is available on our website at https://www.theesoppodcast.com/post/mini-cast-195-quick-look-nceo-s-fall-esop-forum

See omnystudio.com/listener for privacy information.

Value Them Both Fallout, Plus Jack Stack Unfairly Attacked | 8-4-22See omnystudio.com/listener for privacy information.

EPISODE  HIGHLIGHTS:John's Background of Helping Others thru The Executive Committee (TEC, later Vistage)God's Plan for John's first book, True Wealth By the BookTEC Stories of Dan Cathy & Sam WaltonJC Penney's Motivational StoryThe Untold Secret that Creates True Wealth#1 Challenge Facing Small- Mid Size Business Owners:  LonelinessThe Rock Solid Leadership Resource Guide3 Cornerstones from the First Book; 7 Cornerstones Revealed in Last BookThe Great Game of Business & the Story of Jack StackBusinesses Built on Solid FoundationsJohn's "Delightful" Story about Meeting his Wifewww.askwisecounsel.com

I tend to shy away from podcasts about culture and leadership as they drift into soft and fuzzy feelings and are light on facts and practicality. So for those reasons, I was hesitant to interview Michael Kiolbassa, President of Kiolbassa Smoked Meats, about this topic.  I am not too proud to admit that I was dead wrong! What you are about to hear is one man's personal journey into vulnerability, humility, and fear of failure which in turn created a profound and transformational moment throughout his company that catapulted Kiolbassa into 4X growth. Get ready. Origin story Business model - club and retail He sensed he could be a better leader Value-based leadership - Charlie Luck - https://www.kenan-flagler.unc.edu/news/values-based-leadership-in-family-business/ Ken Blanchard program - https://www.kenblanchard.com/ Great game of business - Jack Stack https://www.amazon.com/Great-Game-Business-Expanded-Updated/dp/0385348339 The scariest moment created the pivot point Daring Greatly - Brene Brown https://brenebrown.com/book/daring-greatly/ Discovering WHY Employees decided to solve the problems for him! Links of love program - a tradition of giving https://kiolbassa.com/links-of-love/ Top grading https://topgrading.com/resources/topgrading-ebook/ "Culture Eats Strategy for Breakfast" is a Peter Druker quote https://strategiesforinfluence.com/peter-drucker-coaching-tips/ Connect with Michael Kiolbassa on LinkedIn: https://www.linkedin.com/in/michael-kiolbassa-666037a/ Kiolbassa: https://kiolbassa.com/ About your Host Tony Moore and the Winning at Work podcast: Are you looking for a fun and light-hearted podcast to stay current on the trends shaping the $1.6 trillion food and beverage industry? My totally awesome brands featured here take us deep into the world of sustainability, plant-based, food tech, CBD, and good for you. Want to learn how to grow a brand? Scale a brand? I've got you covered.  Join me on my mission to discover what makes these companies different, better, and special. Episode 124 is sponsored by: Timpl Search - National Food and Beverage headhunters for sales, marketing, innovation, and operations. https://www.joynussearch.com/ Contact: Tony Moore. 404-904-9235. Follow me on LinkedIn: https://www.linkedin.com/in/differentbetterspecialbrands/ Music from Uppbeat: https://uppbeat.io/t/soundroll/get-the-funk-in License code: SF3WUKBUJQULFHXE  

EP. #3 [THEME ONE] On today’s show we have someone who lives and breathes living life with intention. Rob Dube is the co-founder of imageOne, one of Forbes Top 25 Small Businesses in America, and on the list of the Inc. 5000. Rob recently partnered with his friend and mentor Gino Wickman to create “The 10 Disciplines - manage and maximize your energy”. The 10 Disciplines helps entrepreneurs get unstuck so they can accomplish their long-term goals while avoiding burnout. Over the years, Rob has learned from top performers like Gino and Jack Stack on how to find your energy and focus on the things that matter, all based on “10-Year Thinking.” If you are a business owner that feels stuck or is near burnout, get clear on what you want from your business and why by listening to Rob Dube give an overview on “The 10 Disciplines” on how to manage and maximize your energy. // WATCH THE INTERVIEW ON YOUTUBE: Intentional Growth™ Podcast What You Will Learn What “The 10 Disciplines” are and how they help you manage and maximize your energy. The difference between 10-year thinking and goals. What led Rob to understanding what he wanted from his business and why. Why mindfulness and meditation is a huge core value in Rob’s life. What optimal life means and how it translates to what you want from your business and why. The definition of energy and how it’s used in the context of high performing. The outcome of envisioning your life 10 years in the future. Why Rob Dube encourages business owners to take 130 days off a year. Why knowing thyself is such a huge principle to understanding what you want from your business and why. The importance of saying “no” and why it’s hard for many people to do that. The importance of putting everything (action items, to-do’s, goals) in ONE place. Why Rob believes in preparing a plan for the next day–the night before. The $25/hour rule. // USE YOUR FINANCIALS TO CLARIFY A PATH TOWARDS A MORE VALUABLE BUSINESS: https://arkona.io/intentional-growth-financial-assessment Bio: From Blow Pops to Forbes Best Small Companies! Rob started his first business in high school selling Blow Pops out of his locker. In 1991, he founded imageOne with his best fri

On today’s show we have someone who lives and breathes living life with intention. Rob Dube is the co-founder of imageOne, one of Forbes Top 25 Small Businesses in America, and on the list of the Inc. 5000. Rob recently partnered with his friend and mentor Gino Wickman to create “The 10 Disciplines - manage and maximize your energy”. The 10 Disciplines helps entrepreneurs get unstuck so they can accomplish their long-term goals while avoiding burnout. Over the years, Rob has learned from top performers like Gino and Jack Stack on how to find your energy and focus on the things that matter, all based on “10-Year Thinking.” If you are a business owner that feels stuck or is near burnout, get clear on what you want from your business and why by listening to Rob Dube give an overview on “The 10 Disciplines” on how to manage and maximize your energy. // WATCH THE INTERVIEW ON YOUTUBE: Intentional Growth™ Podcast What You Will Learn What “The 10 Disciplines” are and how they help you manage and maximize your energy. The difference between 10-year thinking and goals. What led Rob to understanding what he wanted from his business and why. Why mindfulness and meditation is a huge core value in Rob’s life. What optimal life means and how it translates to what you want from your business and why. The definition of energy and how it’s used in the context of high performing. The outcome of envisioning your life 10 years in the future. Why Rob Dube encourages business owners to take 130 days off a year. Why knowing thyself is such a huge principle to understanding what you want from your business and why. The importance of saying “no” and why it’s hard for many people to do that. The importance of putting everything (action items, to-do’s, goals) in ONE place. Why Rob believes in preparing a plan for the next day–the night before. The $25/hour rule. // USE YOUR FINANCIALS TO CLARIFY A PATH TOWARDS A MORE VALUABLE BUSINESS: https://arkona.io/intentional-growth-financial-assessment Bio: From Blow Pops to Forbes Best Small Companies! Rob started his first business in high school selling Blow Pops out of his locker. In 1991, he founded imageOne with his best friend, Joel Pearlman. imageOne has been recognized as a

(Replay of Ep. 211) My guest today is Bo Burlingham. I read Bo’s book (Finish Big: How Great Entrepreneurs Exit Their Companies on Top) back in 2015 and it was the reason I started this podcast and eventually lead to the creation of the Intentional Growth™ 5 Principles. I had the chance to interview Bo when this podcast was first starting and today, we have the chance to catch up and talk about the changes myself and my business have undergone over the past four years. In today’s episode, Bo explains to us the wide range of “good” and “bad” exits from businesses built by owner-founder entrepreneurs and why over 75% regret the sale 12 months later. He shares what the entrepreneurs did who were proud and happy with their exit. Bo and I reconcile his research with my 4 years of work and over 200 interviews. // WATCH THE INTERVIEW ON YOUTUBE: Intentional Growth™ Podcast What You Will Learn Why the word “exit” is a curse word for most business owners Why the word “exit” can mean different things to your role vs your ownership How to avoid regretting the eventual sale of your company How to get clarity on what you want from your business The 7 components of a sale that help an owner achieve the 25% who are happy The importance of understanding how the company value impacts your exit options and your personal drivers Bo’s 4 (sometimes 5) characteristics of a “good exit” Why missing just one principle leads to a “bad exit” and can put you in the 75% What to think about in order to prepare you to mentally for a sale How Bo’s work intersects with the 5 Intentional Growth™ Principles The Seven P’s of Evergreen companies according to Bo and the Tugboat Institute How companies that plan to last over 100 years think about their businesses // USE YOUR FINANCIALS TO CLARIFY A PATH TOWARDS A MORE VALUABLE BUSINESS: Intentional Growth Financial Assessment Bio Bo Burlingham is currently a contributor to Forbes where he produces the magazine's annual Small Giants section. Previously, he worked for 33 years at Inc. magazine, as senior editor, executive editor, and editor at large. He is the coauthor, with Jack Stack, of The Great Game of Business and A Stake in the Outcome and, with Norm Brodsky, of The Knack (renamed Street Smarts in paperback). He is also the author of Small Giants and Finish Big. The popularity of Small Giants led to the creation of the Small Giants Community where business leaders learn and share practices and systems they can use to make their companies great, whether or not the businesses are big. Interview Quotes 14:32 – “One thing that struck me was how many people I talked to were unhappy and wished they hadn’t sold their businesses and were full of regrets and that there were parts of the whole experience that they didn’t like.” – Bo Burlingham 21:42 – “People who have a clear idea in their own mind about who they are or what they want and why are able to make decisions that are going to make them happy. Whereas otherwise you end up making decisions based on other people and what they think you should do.” – Bo Burlingham 22:00 – “It’s important to

EP. #1 [THEME ONE] My guest today is Bo Burlingham. I read Bo’s book (Finish Big: How Great Entrepreneurs Exit Their Companies on Top) back in 2015 and it was the reason I started this podcast and eventually lead to the creation of the Intentional Growth™ 5 Principles. I had the chance to interview Bo when this podcast was first starting and today, we have the chance to catch up and talk about the changes myself and my business have undergone over the past four years. In today’s episode, Bo explains to us the wide range of “good” and “bad” exits from businesses built by owner-founder entrepreneurs and why over 75% regret the sale 12 months later. He shares what the entrepreneurs did who were proud and happy with their exit. Bo and I reconcile his research with my 4 years of work and over 200 interviews. // WATCH THE INTERVIEW ON YOUTUBE: Intentional Growth™ Podcast What You Will Learn Why the word “exit” is a curse word for most business owners Why the word “exit” can mean different things to your role vs your ownership How to avoid regretting the eventual sale of your company How to get clarity on what you want from your business The 7 components of a sale that help an owner achieve the 25% who are happy The importance of understanding how the company value impacts your exit options and your personal drivers Bo’s 4 (sometimes 5) characteristics of a “good exit” Why missing just one principle leads to a “bad exit” and can put you in the 75% What to think about in order to prepare you to mentally for a sale How Bo’s work intersects with the 5 Intentional Growth™ Principles The Seven P’s of Evergreen companies according to Bo and the Tugboat Institute How companies that plan to last over 100 years think about their businesses // USE YOUR FINANCIALS TO CLARIFY A PATH TOWARDS A MORE VALUABLE BUSINESS: Intentional Growth Financial Assessment Bio Bo Burlingham is currently a contributor to Forbes where he produces the magazine's annual Small Giants section. Previously, he worked for 33 years at Inc. magazine, as senior editor, executive editor, and editor at large. He is the coauthor, with Jack Stack, of The Great Game of Business and A Stake in the Outcome and, with Norm Brodsky, of The Knack (renamed Street Smarts in paperback). He is also the author of Small Giants and Finish Big. The popularity of Small Giants led to the creation of the Small Giants Community where business leaders learn and share practices and systems they can use to make their companies great, whether or not the businesses are big. Interview Quotes 14:32 – “One thing that struck me was how many people I talked to were unhappy and wished they hadn’t sold their businesses and were full of regrets and that there were parts of the whole experience that they didn’t like.” – Bo Burlingham 21:42 – “People who have a clear idea in their own mind about who they are or what they want and why are able to make decisions that are going to make them happy. Whereas otherwise you end up making decisions based on other people and what they think you should do.” – Bo Burlingham 22:00 – “It’s important to

The Sisters review Jack Stack's classic, "The Great Game of Business," while waxing nostalgic on the smell of paper.