Podcast appearances and mentions of josh patrick

In this enlightening episode, we delve into the remarkable journey of Josh Patrick, a serial entrepreneur who brings a wealth of knowledge from his latest venture, “Real Estate Investing in Abundance.” Josh shares invaluable insights and lessons learned from his diverse experiences, guiding us through the essentials of achieving sustainable business success.Main Themes Explored:Mentorship and Wisdom: Josh emphasizes the transformative power of mentorship, advocating for the mutual exchange of knowledge between young professionals and seasoned experts. Discover why mentorship is a cornerstone of growth and how it can help navigate the complex business landscape.Values and Leadership: Learn about the critical importance of aligning personal and business values, and how clear communication and effective delegation through the EIA (expect, inspect, accept) formula can lead to outstanding leadership and management.Overcoming Business Challenges: From facing near bankruptcy due to early arrogance and lack of knowledge to navigating through crises like embezzlement and a salmonella outbreak, Josh shares his approach to overcoming adversity with resilience and strategic thinking.Strategic Pricing for Profit: Dive into the Financial Freedom Accelerator program, where Josh outlines how strategic pricing and distinguishing between marketing and selling can significantly enhance profitability and ensure long-term business success.Integrating Marketing and Sales: Discover the importance of proactive customer engagement and how integrating marketing and sales strategies, similar to HubSpot's outbound approach, can drive your business forward.Personal Resilience: Through personal stories, including his battle with cancer, Josh illustrates the power of scenario planning, transparent communication, and resilience, offering a deeply personal perspective on overcoming life and business challenges.Giving Back: Beyond business success, learn about Josh's venture, Seedhocker Capital, and its focus on equine-related activities, showcasing his commitment to diverse interests and philanthropy.Episode Highlights:Josh's Early Beginnings: How early success and subsequent challenges shaped his approach to business.The Importance of Preparation and Wisdom: Key takeaways on how to better prepare for and manage business obstacles.Advice for Young Entrepreneurs: Josh's recommendations for aspiring entrepreneurs and the significance of embracing mentorship.Learning from Setbacks: Insights into how setbacks, including a public health crisis and personal health battles, can serve as powerful learning opportunities.Join us as Josh Patrick offers a comprehensive blueprint for business and personal success, grounded in mentorship, resilience, and strategic decision-making. Whether you're a budding entrepreneur or an experienced business leader, this episode is packed with actionable advice to help you navigate your path to financial freedom and beyond.Connect with Josh Patrick:jpatrick@stage2planning.comwww.sustainblebbusiness.co/freedomhttps://www.linkedin.com/in/askjoshpatrick/https://www.youtube.com/channel/UC55nHCobcxCG_P9J8PBKUeA/videos

Redrick Technologies has found success with their cutting-edge radiology workstations by constantly listening to and incorporating customer feedback. The entire organization is committed to user-driven design. Learn how they do it. Healthcare IT Today recently visited Redrick Technologies in London, Ontario, to explore their cutting-edge radiology workstations. Redrick's unique approach involves constantly listening to and incorporating customer feedback. The company is a shining example of user-centric design. Their many happy customers are proof that this is not only helps them stand out in a competitive market, but also ensures they remain ahead of their competitors in terms of product design. While onsite, we had the chance to sit down with: • Greg Patrick, Founder and President; • Josh Patrick, Director of Sales; and • Steve Reinecke, Director of Business Development …to learn more about their success. Learn more about Redrick Technologies at https://www.redricktechnologies.com/ Find more great health IT content at https://www.healthcareittoday.com/

Have you ever wondered why many business owners struggle to retire comfortably despite their business's apparent success?    In this episode, Josh Patrick uncovers the secret to success for business owners who want to retire with financial security. Josh speaks about his four-box strategy of financial independence, which includes pre-funding a 401k plan, having an emergency fund, investing in the stock market, and buying real estate. He also discusses the importance of making businesses' sale ready' and how to delegate tasks and trust employees to make mistakes.    Please tune in to hear about crucial strategies for business owners to ensure their retirement is secure and financially free.   [00:00 - 07:41] How to Retire Comfortably Businesses need to go through different stages to reach the scale so that the owners can walk away and the business will run itself A business is worth a lot to you as an owner, but when you go to sell it, taxes and fees take away 40% of the value   [07:42 - 15:38] Planning for Retirement: A Four Box Strategy for Business Owners The four boxes of financial independence include the value of your business, qualified retirement plan, rental building, and cash flow  Business owners need to plan for retirement and pay attention to their business. Making the business sale ready is vital for businesses that want to be sold in the future. To make a business run on its own, teams and systems must be created   [15:39 - 23:06] Delegation: The Hardest Skill to Learn for Business Owners There are two systems to help with delegation: EIA and Inspect and Adopt Mike Michalowicz's book 'Profit First' and Gino Wickman's book 'Traction' can be used as guideposts for creating a business Having a coach can help with the process of learning how to delegate   [23:07 - 26:54] Closing Segment Best investment: in the food service business Worst investment: cashflow The most important lesson learned: restaurants are a tough business to get into Quotes:   "A business is worth a lot to you as an owner, as an operating entity." - Josh Patrick   "Only 50% of businesses that go to market ever sell. So, if you want to sell your business, you have to do something called making it sale-ready. Being ready doesn't mean I'm about to sell my business. It just means I've created a business that other people want to own." - Josh Patrick Connect with Josh! Website: www.SustainableBusiness.co/freedom  Apply to Invest with Taylor at www.investwithtaylor.com   Track your wealth for free with Personal Capital, go to www.escapingwallstreet.com   Please leave a review and help others escape Wall Street and build wealth on Main Street!   LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or clicking here to listen to our previous episodes.

“A good mission statement, in my opinion, is seven words or less and be answered with a yes or no.” — Josh Patrick Welcome to another exciting episode of Mindset Zone! In today's episode, we have a special guest, Josh Patrick, who will delve into the fascinating world of MVVs, or Mission, Vision, and Values.… Continue reading MVV – Mission, Vision, and Values with Josh Patrick The post MVV – Mission, Vision, and Values with Josh Patrick appeared first on Ana Melikian, Ph.D..

Episode Summary Like myself, this week's guest, John Papaloni, is a serial entrepreneur whose people management skills are put into action every single day. John, CEO of Papaloni Media, shares his proven and tested tips on how to manage staff effectively, especially when you're a small business owner wanting to gain the traction you've been wanting to see! John and I talked about delegation and how this became his most challenging people management attempt in the business he has, especially when he was starting up. He also shared how other people management takeaways worked for him and how neglecting the tips on how to manage people at work became ineffective for him at a time that you can learn from. If you're a business owner who's just starting up and you don't know where to begin in managing your people, make sure you don't miss this episode! Learn how to manage staff effectively for FREE and in case you need any support for your team's growth, sing out!Listen to this week's show and learn:  How you can better transition from hiring to onboarding;  The critical times delegating becomes crucial for your business;  5 successful people management tips you may have been neglecting. Episode Resources:  Papaloni Media Linkedin Instagram Mads Singers Free Management Training Join Mads Singers Management Group  Enjoyed Mads Singers' podcast? Check out these: #128: Lincoln Kokaram on Building Relationships with Your Team and Management Development#31: Carrie McKeegan on Effective Hiring and Management#15: Josh Patrick on Successful Business LeadershipHave comments about the show?Hey, do you have ideas for topics you'd like Mads Singers on future episodes? He'd love to hear from you at mads@madssingers.com!

Episode 11, "Addressing Radiology Staffing Challenges in a Post-COVID World; New Challenges Require Flexible Approaches," by Christopher Tomlinson, Pallav Shah, and Josh Patrick. In this podcast we hear from a radiology department administrator and a radiologist about the variety of radiology staffing challenges affecting their institutions, how they are impacting their departments, and solutions they are implementing to address them. Most of these challenges are a result of the systemic shortage of radiologists and the changes that were accelerated by the pandemic.

Episode 11, "Addressing Radiology Staffing Challenges in a Post-COVID World; New Challenges Require Flexible Approaches," by Christopher Tomlinson, Pallav Shah, and Josh Patrick. In this podcast we hear from a radiology department administrator and a radiologist about the variety of radiology staffing challenges affecting their institutions, how they are impacting their departments, and solutions they are implementing to address them. Most of these challenges are a result of the systemic shortage of radiologists and the changes that were accelerated by the pandemic.

Josh Patrick is a business consultant who has learned from – and continues to learn from – personal experience and work with clients, as well as reading, writing, speaking, and podcasting about the challenges business owners face.Business owners can face internal conflicts – engaging in behaviors that don't serve them well. I talk with Josh about failing fast and failing cheap, the value of small experiments, and more.Josh's weekly podcast is Cracking the Cash Flow Code.  You can sign up for his weekly newsletter and learn more about his work here: https://www.sustainablebusiness.co/ . You can contact Josh directly here:jpatrick@stage2planning.comDo you have comments or suggestions about a topic or guest? An idea or question about conflict management or conflict resolution? Let me know at jb@dovetailresolutions.com! And you can learn more about me and my work as a mediator and a Certified CINERGY® Conflict Coach at www.dovetailresolutions.com and https://www.linkedin.com/in/janebeddall/.Enjoy the show for free on your favorite podcast app or on the podcast website: https://craftingsolutionstoconflict.com/And you can follow us on Twitter @conflictsolving. 

Josh Patrick is a top student at Northam Senior High School and also takes on responsibilities of looking after his young sister Charlotte who has had no less than 60 surgeries since she was 3 days old. Josh has delivered a TedEx talk and an ambassdor for SWAN (Syndromes Without A Name) Well done Josh, the Wheatbelt is very proud of you.See omnystudio.com/listener for privacy information.

How do you create freedom from the day-to-day operations of your optometry practice? How do you build a sale-ready practice? Josh Patrick, owner of Stage 2 Planning joins Evon to talk all about the importance of knowing the type of practice you want to build, how to create "operational freedom" for yourself in the practice, the importance of pre-funding your future practice buyout, the power of a customer advisory board, and so much more. He brings a wealth of knowledge, wisdom, and experience around small businesses to the conversation. Whether you're just launching your cold-start or well established, this conversation should help as you shape your business into the future. Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps ODs nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow, build their net worth, and plan purposefully around their money and their practices. Resources mentioned in the show:Profit First by Mike MichalowiczThe Optometry Money Podcast Ep. 17: Assessing the Health of Your Optometry Practice with Dr. Chad FlemingThe Sustainable BusinessEmail: jpatrick@stage2solution.com

Today I'm being joined by Josh Patrick and we talk about building a sustainable business, the 4 types of profit, creating financial dashboards, and managing cash flow.Josh is a consultant and author who has written two books: Sustainable & The Sale Ready Company.Buy the Sustainable bookEmail Josh: jpatrick@stage2planning.com--Follow me on TwitterSubscribe to my email newsletterAdvertising Inquiries: https://redcircle.com/brands

Joining Mark for this session are:Mike ZainoScott BossmanErik PetersonTate Litchfield …and our special guest, Sharran Srivatsaa! Hear the Land Geek team hold a fascinating dialogue with Sharran about:The role tennis played in bringing him to the USHis framework for business growthMarketing according to his 10-year-old sonHow to create tomorrow, todayCommon personality traits of the top entrepreneurs and CEOsThe topic we all should be talking about today Sharran also shares his favorite Marvel Universe adaptation. TIP OF THE WEEKSharran: Grow your business with virtual team members. I currently have nine on my brand team alone. Assistantly is my secret resource, because the company builds homes and infrastructure for assistants in the Philippines. Mark: Learn more about Sharran at Sharran.com. And look for another podcast with Sharran and the Wealth Without Wall Street team coming soon. WANT TO LISTEN MORE?Did you like this episode? If so, tune into another one of our exciting episodes with special guest Josh Patrick as he shares how to create value in your business and life."Are you ready to learn more about land investing? Just click HERE to schedule a call.""Isn't it time to create passive income so you can work where you want when you want, and with whomever you want?"

If you're a coach spending too much time doing things you don't get paid for, and your business isn't growing, you might need to learn to delegate. Don't know where to start? Josh Patrick shares expert advice on the who, what and how of delegating.

Download the “How To Reach $100M+ In Managed Assets” for FREE by going to https://FourStarWealth.com/Advisors Josh Patrick is a Certified Financial Planner® and a Financial Transitionist®. He knows how to help you get the most value from your business both from personal experience (selling his successful 90-employee business) and from helping countless others do the same. In this episode, he joins us to talk about his work with blue-collar businesses, and how to make the money your business makes today work so you can retire tomorrow. https://www.linkedin.com/in/josh-patrick-4018941a/ https://www.stage2planning.com/ Follow @FinancialAdvisorsWorkshop on TikTok, Instagram, and YouTube to see short videos of all the best and most valuable moments from this episode! Connect with Brian Kasal and the Financial Advisor's Workshop Channel and Podcast: To see short videos of all our best Financial Advisor Workshop tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Interested in working at FourStar: https://fourstarwealth.com/Advisors

**Dark Indulgence special feature: prepare for an all out sensory assault with the Attack of the Killer Ravers! Reigning from Belgium, the rave legend Ethan Fawkes joins Scott Durand for a b2b set of rave classics and obscure tracks to set dance floors on fire! We play an array of underground tracks from the very early 90's white labels right up to hard pounding warehouse rave tracks of Tresor!** For more info on Ethan Fawkes: https://www.ethanfawkes.com/ Visit his Bandcamp: https://ethanfawkes.bandcamp.com/ Ethan Fawkes Starts Paulitical - Rebel Without A Clue (Ethan Fawkes Remix) - Still Distant Records David Carretta & Kendal - No Future - Ritmo Fatale Le Crabe - Amour unilateral (Ethan Fawkes Remix) - Nu Body Records Ethan Fawkes - Obscure Territoy - Ethan Fawkes No Label Massive Attack - Unfinished Sympathy - Wild Bunch Records The Deff Boyz feat. Tony Mac - Swing - Supreme Records Dames Brown featuring Andrés & Amp Fiddler - What Would You Do (12- Mix) - Defected Rob Base & DJ EZ Rock - It Takes Two - Profile Records Ethan Fawkes - Rave Attitude - Ethan Fawkes No Label Pleasure Game - Le Seigneur Des Ténèbres - Music Man Records Tiago Santos & Carl Shorts - Protocol (D.A.V.E. The Drummer Remix) - Hydraulix Ethan Fawkes - James Brown's Return - Ethan Fawkes No Label Diskoh - Get Busy (Obsidian Wave Remis) - Safe as... Records Ethan Fawkes - Blowing My Mind - Ethan Fawkes No Label Deep Dimension - Coming On Strong - GEN X Tripped - Mariah On Acid - MadBack Records Holy Noise Presents The Global Insert Project - The Nightmare (Freddie Kruger's Message) - Hithouse Records Nuke - Nana - Flying International Dj Scott Durand Starts DS Building Contractors – One for the burglar Dubtribe – Mother Earth A Split Second – Flesh (White label 12 inch) Liebknecht – Jump Anne Clark – Sleeper In Metropolis (Robin Hirte Remix) DHS – House of god (50 $ Mix) The Chemical Brothers – Hey Boy Hey Girl Channel X – Rave The Rhythm Frankie Bones – Call it techno (Raito Remix) Quadrophonia – Quadrophonia (Peter Gelderblom & Muzikjunki remix) Holy Lewis – Acid zone Da Juice – Hear the angels Starwater ft Adam Freeland – Nowism (Bassbin remix) B-movie – Nowhere girl (Adam Freeland remix) A flock of seagulls – I ran (Josh Patrick remix) Forme – Percussive thinking Setaoc mass – Exidence Synthattack – Call me insane (Mr Vain Tribute)

**Dark Indulgence special feature: prepare for an all out sensory assault with the Attack of the Killer Ravers! Reigning from Belgium, the rave legend Ethan Fawkes joins Scott Durand for a b2b set of rave classics and obscure tracks to set dance floors on fire! We play an array of underground tracks from the very early 90's white labels right up to hard pounding warehouse rave tracks of Tresor!** For more info on Ethan Fawkes: https://www.ethanfawkes.com/ Visit his Bandcamp: https://ethanfawkes.bandcamp.com/ Ethan Fawkes Starts Paulitical - Rebel Without A Clue (Ethan Fawkes Remix) - Still Distant Records David Carretta & Kendal - No Future - Ritmo Fatale Le Crabe - Amour unilateral (Ethan Fawkes Remix) - Nu Body Records Ethan Fawkes - Obscure Territoy - Ethan Fawkes No Label Massive Attack - Unfinished Sympathy - Wild Bunch Records The Deff Boyz feat. Tony Mac - Swing - Supreme Records Dames Brown featuring Andrés & Amp Fiddler - What Would You Do (12- Mix) - Defected Rob Base & DJ EZ Rock - It Takes Two - Profile Records Ethan Fawkes - Rave Attitude - Ethan Fawkes No Label Pleasure Game - Le Seigneur Des Ténèbres - Music Man Records Tiago Santos & Carl Shorts - Protocol (D.A.V.E. The Drummer Remix) - Hydraulix Ethan Fawkes - James Brown's Return - Ethan Fawkes No Label Diskoh - Get Busy (Obsidian Wave Remis) - Safe as... Records Ethan Fawkes - Blowing My Mind - Ethan Fawkes No Label Deep Dimension - Coming On Strong - GEN X Tripped - Mariah On Acid - MadBack Records Holy Noise Presents The Global Insert Project - The Nightmare (Freddie Kruger's Message) - Hithouse Records Nuke - Nana - Flying International Dj Scott Durand Starts DS Building Contractors – One for the burglar Dubtribe – Mother Earth A Split Second – Flesh (White label 12 inch) Liebknecht – Jump Anne Clark – Sleeper In Metropolis (Robin Hirte Remix) DHS – House of god (50 $ Mix) The Chemical Brothers – Hey Boy Hey Girl Channel X – Rave The Rhythm Frankie Bones – Call it techno (Raito Remix) Quadrophonia – Quadrophonia (Peter Gelderblom & Muzikjunki remix) Holy Lewis – Acid zone Da Juice – Hear the angels Starwater ft Adam Freeland – Nowism (Bassbin remix) B-movie – Nowhere girl (Adam Freeland remix) A flock of seagulls – I ran (Josh Patrick remix) Forme – Percussive thinking Setaoc mass – Exidence Synthattack – Call me insane (Mr Vain Tribute)

HIGHLIGHTSYou can grow yourself out of businessEntrepreneurs need to understand cash flow Take the complicated and make it simpleSuccessful business owners manage risk wellWith great price should come great service Using scrum in subcontract workHow to structure a good compensation program in the trades Start hiring for values first, trade skills second QUOTESJonathan: "All this underscores the need for entrepreneurs to have some financial literacy. There's not enough financial literacy. It doesn't have to be complicated. It doesn't mean you need to take an accounting class but you need to understand what your people are doing so you can understand maybe where they're messing up. You need to be able to understand a balance sheet, a cash flow, a P&L statement. Maybe read them, interpret them, and make some informed decisions or predictions around the future based on what's happening to your margins." Josh: "Those who stay in business for a really long time are not risk-takers. They are actually risk-averse and manage risk really well. And if I have a business doing half a million dollars and I take a 125,000 dollar job on, that's taking a big risk. I would tell that owner you should probably pass on that job. Or, if you really want to do that job, make sure you bid it for hours and materials not project cost."Josh: "If you're going to be premium-priced, you better be premium service to go along with it." Josh: "I don't think our employees care what others make. They care what they make and they look at what they make to see if they believe it's fair. Once they believe it's fair, they really don't care all that much what other folks make, including the owner. " To connect with Josh, check out the links below: Linkedin: https://www.linkedin.com/in/askjoshpatrick/Website: https://www.stage2planning.com/                            https://www.sustainablebusiness.co/If you enjoyed today's episode, please subscribe, review and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com.

Josh Patrick is a certified financial planner and chartered financial consultant based out of South Burlington, Vermont. He is the Founding Principal at Stage 2 Planning Partners where he specializes in creating business value, private business wealth management, and business succession planning. Josh has over 23 years as a financial advisor and works very closely with blue-collar private business owners. His passion in life is to help these individuals create extraordinary value with their businesses and lives. He has taught over 200 seminars and hundreds of companies over the past 35 years. Listen in as they discuss:Josh's journey into the financial industryThe reasons why he chose to offer service to a specific demographicThe biggest challenge for private business owners and how they can be resolvedWhat happens when you are operationally free from your businessThe worst advice Josh has seen or heard given in building a businessIdentifying your unique abilityElements that make a business workHow important is culture and value in businessYou cannot be an expert at your job unless you are personally responsible ~ Josh PatrickJosh also discusses with us one of the major mistakes businesses make when recruiting or hiring employees.TIP OF THE WEEKMark: My tip of the week is to learn more about Josh Patrick, what he's doing, and go to stage2planning.com.Josh: We tackled all these issues of our friend (Who's he going to transfer the company to, how's he going to transfer his company, how's he going to have money when he retires, what's he going to do after he retires) in this book, The Sale Ready Company, you can find it on www.salereadycompany.com. You can buy the book for $7.95 and you get eight or nine bonuses which will tell you what exactly you're going to do to implement the stories in the book.WANT TO LISTEN MORE?Did you like this episode? If so, tune into another one of our exciting episodes with special guest Patty Dominguez as we discuss how to position your business uniquely in the business.Isn't it time to create passive income so you can work where you want, when you want and with whomever you want?

Josh Patrick interviews Ana Melikian, Ph.D. “There are times when action needs to lead mindset.” Josh Patrick In this interview previously aired on Josh's podcast, we ask the question: which comes first, action or mindset? We define mindset and discuss the difference between worldview and mindset. We discuss the glasses analogy and talk about Carol […] The post Is It Mindset or Is It Action? appeared first on Ana Melikian, Ph.D..

“So the first thing you need to do is figure out what your business is going to be, who's it going to serve, and most importantly, what problem does it solve? If it doesn't solve a problem, you have a crappy idea for a business.” In Season 2, Episode 63 of the Boss Uncaged Podcast, S.A. Grant sits down with the Founder of The Sustainable Business, Josh Patrick.

Josh Patrick is a serial entrepreneur who's mission in life is helping successful blue collar business owners take their successful business and make it personally and economically sustainable. He is the author of Sustainable: A Fable About Creating a Personally and Economically Sustainable Business. His newest book The Sale Ready Company helps business owners understand the eight steps it takes to leave a business when you want, in the way you want. Websites and Handles:www.salereadycompany.com

Pastor Bobby Harrington is a guest on Dawn and Steve Mornings to discuss discipleship! Pastor Bobby will share a guide called Starting a Transparency Group Using the Teachings of Jesus. Bobby is the point-leader of Renew.org and Discipleship.org, both collaborative, disciple-making organizations. He is the founding and lead pastor of Harpeth Christian Church just outside of Nashville, TN. He has a M.A.R. and an M.Div. from Harding School of Theology and a Doctor of Ministry degree from the Southern Baptist Theological Seminary. He is the author of more than 10 books on discipleship, including Discipleshift (with Jim Putman and Robert Coleman), The Disciple Maker's Handbook (with Josh Patrick), and Becoming a Disciple Maker: The Pursuit of Level 5 Disciple Making (with Greg Weins). He lives in the greater Nashville area with his wife and near his children and grandchildren. See omnystudio.com/listener for privacy information.

If you wanted to sell your RIA or independent financial advisory business to an internal successor or a third party would you be able to? Josh Patrick, Founding Principal at Stage 2 Planning Partners and author of "Sale Ready Company" shares what you need to do to make your firm sale ready even if you have no plans to sell.

Financial planning and financial growth for your business. What services are real and what is somebody just trying to sell you? Shark Bite Biz's David Strausser chats with author and CEO of Stage 2 Planning, Josh Patrick. Check out Josh Patrick's Book "Sale Ready Company" on Amazon at: https://amzn.to/3BvdLgN Or Josh Patrick's company, Stage 2 Planning at: https://www.stage2planning.com/ Get Dead House Coffee to support our podcast by using code SHARK for 20% off here: https://bit.ly/3tjRbD8 Watch us on YouTube: https://youtube.com/c/SharkBiteBiz Make sure you visit David's article on Forbes.com: https://bit.ly/StrausserForbes Visit our NEW Merch store: https://store.sharkbitebiz.com  Join our Reddit Community: https://www.reddit.com/r/SharkBiteBiz/ Donate to our Patreon to SUPPORT this channel and get some BENEFITS and PERKS: http://patreon.com/sharkbitebiz Subscribe to the audio podcast on: http://www.SharkBiteBiz.com Find out more about the host, David Strausser: http://www.davidstrausser.com Follow David Strausser on Instagram: https://www.instagram.com/dstrausser83/ Follow us on Facebook: http://www.facebook.com/SharkBiteBiz Follow us on Twitter: http://www.twitter.com/SharkBiteBiz Listen on Apple iTunes: https://podcasts.apple.com/us/podcast/shark-bite-biz/id1522304651 Listen on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuc2hhcmtiaXRlYml6LmNvbS9mZWVkLnhtbA Listen on Spotify: https://open.spotify.com/show/1CZh0QdNr5Nn8CD8kInMAJ Listen on Vurbl: https://vurbl.com/station/shark-bite-biz/  Listen on Stitcher: https://www.stitcher.com/podcast/shark-bite-biz Listen on iHeartRADIO: https://www.iheart.com/podcast/269-shark-bite-biz-68819872/ Intro music courtesy of Stationary Giant: https://instagram.com/stationarygiant?igshid=1mf4umgejvpgi Connect with David Strausser on LinkedIn: http://www.linkedin.com/in/DavidStrausser Produced by: Francisco Strausser: https://www.youtube.com/channel/UC82qlvfm4mXg3C3AzqPHthw Visit David Strausser @ Vision33: http://vision33.com 

Michael and Kathryn interview business coach and Certified Financial Planner, Josh Patrick, about personal sustainability and how to tell if your business is sellable.  If you find yourself struggling with your business finances or just want to form a solid future exit strategy, then this episode is for you!

What does it mean to build a sale ready company? There will be a time as business owners when we need to have an exit strategy for various reasons. It is not something many entrepreneurs and organizations plan for. That's why I've asked Josh Patrick to join us today on A Life and a Living Podcast to help us better understand the importance of building a sale ready company. Josh Patrick is an entrepreneur, consultant, and author of The Sale Ready Company, a how-to book disguised as a novel. The writing style is unique in that you learn the importance of this topic and strategies to be prepared through the fictional story of a family of business owners. Josh has such vast experience and a great depth of knowledge on this topic and in today's episode we discuss how to plan ahead, how to create an attractive business to transfer, and through his practicality, we can learn how to move forward with less risk of burnout. What We Talked About in This Episode: Josh's Personal and Professional Background The Two Equally Important Sides to a Business's Sustainability The Sale Ready Company by Josh Patrick Personal Sustainability: How Are You Spending Your Time at Work? Economic Sustainability: Is the Business Profitable? Work Life Integration Rather Than Work Life Balance What Makes a Business Transferrable The Importance of a Planning Process Reflecting and Adjusting Plans Important, Urgent, and Non-Urgent Including Stakeholders in Planning Process Josh's Coaching Owners with an Exit Strategy Making the Client the Expert in an Engagement Josh's Book Recommendations and Daily Rituals About Our Guest: Josh Patrick is a serial entrepreneur who has been obsessed with what makes businesses successful and ultimately personally and economically sustainable. In his forty years running, owning, consulting and working with business owners he's seen almost anything that's possible with privately held businesses. Connect with Josh Patrick: https://learn.elevate.ac/courses/sale-ready-business Links and Resources:   The Sale Ready Company: What it Takes to Create a Business Someone Would Want to own, Even If You Have No Intention of Selling by Josh Patrick Josh Patrick Elevate Website Josh Patrick on LinkedIn Connect with John Murphy: LinkedIn Twitter YouTube Facebook   If you liked this episode, please don't forget to subscribe, tune in, and share this podcast. Thanks for tuning in!

What does it mean to build a sale ready company? There will be a time as business owners when we need to have an exit strategy for various reasons. It is not something many entrepreneurs and organizations plan for. That's why I've asked Josh Patrick to join us today on A Life and a Living Podcast to help us better understand the importance of building a sale ready company.

Bobby is the point-leader of Renew.org and Discipleship.org, both collaborative, disciple-making organizations. He is the founding and lead pastor of Harpeth Christian Church (by the Harpeth River, just outside of Nashville, TN). He has an M.A.R. and an M.Div. from Harding School of Theology and a Doctor of Ministry degree from the Southern Baptist Theological Seminary. He is the author of more than 10 books on discipleship, including Discipleshift (with Jim Putman and Robert Coleman), The Disciple Maker's Handbook (with Josh Patrick) and Becoming a Disciple Maker: The Pursuit of Level 5 Disciple Making (with Greg Weins). He lives in the greater Nashville area with his wife and near his children and grandchildren. Go to Renew.org to register for the upcoming Renew Gathering in Nashville on November 3rd 2021.

If you're looking to start a company from home, how can you set yourself up for a successful exit when the time is right? What about buying an existing company to skip the dangerous first steps in creating a business? Josh Patrick is a serial entrepreneur and advisor to private business owners. He took his first business from 1.5 people to 90 employees. He is the Founder & CEO of The Sustainable Business, a consulting organization that focuses on what it takes to create an economically sustainable business. Josh is the author of Sustainable: A Fable About Creating A Personally and Economically Sustainable Business and the new book The Sale Ready Company: What it takes to create a business someone would want to own, even if you have no intention of selling. Josh talks with Adam and Naresh about the smart way to go about buying and selling businesses in today's environment. Website: www.SustainableBusiness.co www.Stage2Solution.com www.Stage2Planning.com www.BizBuySell.com Featured Photo by Cytonn Photography on Unsplash www.WorkFromHomeShow.com

In this week's episode, Josh Patrick takes us through his new book, The Sale Ready Company. You'll learn why he wrote the book and what you can expect to learn and enjoy as you read it. Join us and learn why a Sale Ready Company is something you want, even if you have no intention of ever selling your business.

Do you have a toxic relationship with your business? Does it affect your personal life too? In this episode of the ROI Online Podcast, author, consultant and business owner Josh Patrick talks all about his latest book, having a functional relationship with your business, and how to create extraordinary value with your company and your life.Josh has worked with hundreds of businesses in all industries, specializing in blue-collar work. His book The Sustainable Business breaks down the exact framework he has used to grow thriving, self-sufficient organizations for 40+ years. He's passionate about helping business owners increase their company's value, up their game, and not sacrifice their personal life while doing so.Getting an experienced mentor who can talk you through any problem and offer sound advice about what might happen down the road, might be what your business needs to thrive.Among other things, Josh and Steve discussed:Josh's Background as a business ownerHis latest book “The Sale Ready Company”How long and what it takes to sell your companyHow it's possible to sell a small business without a brokerHow to buy an existing small businessWhat you should consider before buying a businessWhether you can and/or should buy a bankrupt companyThe best tips for making an offer to buy a businessYou can learn more about Josh here:Follow Josh on LinkedInYou can learn more about The Sustainable Business here:https://www.sustainablebusiness.co/Read the books mentioned in this podcast:The Golden Toilet by Steve BrownSustainable: A Fable About Creating an Economically and Personally Sustainable Business by Josh PatrickThe Sale Ready Company: What It Takes to Create a Business Someone Would Want to Own Even If You Have No Intention of Selling by Josh Patrick Thinking of starting your own podcast? Buzzsprout's secure and reliable posting allows you to publish podcasts online. Buzzsprout also includes full iTunes support, HTML5 players, show statistics, and WordPress plugins. Get started using this link to receive a $20 Amazon gift card and to help support our show!Support the show (https://cash.app/$stevemfbrown)

Ep 34 – Advanced Exit Planning for the Family Business  We've got another great show for you! Listen as Josh Patrick & John Brown discuss advanced exit planning for the family business.  Josh and John will be focused on the following:  What is business exit planning anyway and why does it matter?  How John Brown identified exit planning as a need for family business and what's changed over the last 25 years.  Why are business owners not interested in business exit planning, but always interested in increasing business profit?  How to identify a PERMA-5 and why it's so dangerous.  This Weeks Guests:  Josh Patrick  Founder; The Sale Ready Company*   Josh calls himself a ”forever student”, an entrepreneur and a curious observer of life. Here's the roll of honor: Certified Financial Planner ®, Certified Financial Transitionist ®, a Chartered Financial Consultant ®, Chartered Life Underwriter ®, Contributor to the New York Times' ”You're the Boss” blog. Written for American Express Open, Inc.com, and Huffington Post, Forbes.com. Josh still consults with businesses he cares about, and spends as much time as he likes riding his bike, skiing and watching Grateful Dead concerts (100 and counting).  John Brown  Founder; Business Enterprise Institute*  John started his career in Exit Planning 30+ years ago as an estate-planning attorney. He created The BEI Seven Step Exit Planning Process™ and successfully tested it on hundreds of his own business-owner clients. In 1990, he wrote How to Run Your Business So You Can Leave It in Style and in 2008 wrote Cash Out Move On: Get Top Dollar—and More—Selling Your Business. With hundreds of thousands of copies sold, John is the No. 1 selling author on Exit Planning for business owners. In 2016, John released his newest book, Exit Planning: The Definitive Guide, which lays out the steps business owners must take to achieve all of their aspirations as they exit their businesses. John started BEI in 1996 for the express purpose of helping owners benefit from their lives' work by supporting business advisors who share the same vision.  CRN-3586548-051121  Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp.   Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.  Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp.  *Not affiliated with Lincoln Financial Advisors Corp.      

My guest Josh Patrick, is a no nonsense entrepreneur, business coach and wealth management planner all in one. With over 40 years  in business he brings a ton of experience and know how to the table. We hit on some great points in our conversation. Everything from core values to building your business to sell and how to do it.About Josh:My main focus in life is helping private business owners create extraordinary value with their businesses and lives. I help create great outcomes using life experiences I’ve had during my almost forty years of running and being around my favorite people, private business owners. I’m a student, an entrepreneur and a curious observer of life.WHAT’S REQUIRED FOR YOUR SUCCESS?I’ve learned that creating the outcomes you want requires that I listen and ask great questions.  My job is to help you identify and attain what you want, why it’s important, who needs to help and how you’re going to reach your desired outcome.You’ll need to be curious and willing to do a little work.  I know how hard it is to make changes in what you’re doing now.  I know how hard it is to learn to delegate and let others make mistakes.  I want to help you learn how to do these things.  It’s one of the two that will make your business really successful and even be able to be sold someday.WHY WOULD YOU WANT TO LISTEN TO ME?My specialty is working with owners of private businesses. It’s where I have the most interest and can add the most value. If you own a business and are interested in a coaching relationship as well as mentoring, I’m your guy.If you’re an advisor to private businesses I’ve been doing this for twenty years with the advantage of having been a consumer of advisory services for twenty years before switching sides of the table.  (In case you’ve been adding this up it means I’ve been obsessed with businesses for 40 years.)I’ve owned a vending and food service company where I built the company from 1.5 employees to 90 employees before successfully selling the business.  Along the way I made about a zillion mistakes that you can learn from and hopefully not make the same ones I made.Websitehttp://www.sustainablebusiness.coWebsite #2http://www.stage2planning.comWebsite #3http://www.sustainablethebook.comLinkedIn URLhttps://www.linkedin.com/in/askjoshpatrick/Facebook URLhttps://www.facebook.com/joshco0752Twitter URLhttps://twitter.com/AskJoshPatrickYouTube URLhttps://www.youtube.com/channel/UC55nHCobcxCG_P9J8PBKUeA

There's SO much that can be said about Modernist and Postmodernist Lit! I briefly attempt to describe the circumstances under which both originated, and some techniques writers who fall into these categories use. ********************************************************************************************************** I have a Patreon page now! www.patreon.com/marisadf Email: marisadellefarfalle@gmail.com Twitter: https://twitter.com/marisadee13 Instagram: www.instagram.com/marisadf13 I'd also really appreciate it if you could take a moment to rate and review this podcast on Apple Podcasts (or your favorite podcasting app), as it'll help a lot more people find out about this show! ********************************************************************************************************** References "What is postmodernism? What are the Characteristics of Postmodern Literature?": http://www.literary-articles.com/2013/08/what-is-postmodernism-what-are.html "A Guide to Postmodernism in Literature," by Jose Manuel Campos: https://englishpost.org/literary-movements-post-modernism/ "What Is Modernism?" by Brenna Dugan: https://www.utoledo.edu/library/canaday/guidepages/Modernism2.html "Postmodernism," by Nasrullah Mambrol: https://literariness.org/2016/03/31/postmodernism/ "The Main Characteristics of Modernist Literature," by Josh Patrick: https://penandthepad.com/main-characteristics-modernist-literature-8451197.html

Josh Patrick The Secret to a Great Outcome is Asking a Different Question Josh passion in life is helping private business owners create extraordinary value with their businesses and lives. He helps create this outcome using life experiences that he's had for reference. He is a student, an entrepreneur and a curious observer of life. Josh has learned that creating the outcomes you want requires that he listen and ask great questions.  His job is to help others understand and know what they want, why it's important, who needs to help and how they're going to reach their outcomes. Josh specializes in working with owners of private businesses. It's where he has the most interest and can add the most value. If you own a business and are interested in a coaching relationship as well as wealth management, he's your guy. Josh is a Certified Financial Planner®, a serial entrepreneur, a writer, reader and thinker.  He is a contributor to the NY Times You're the Boss blog as well as the author of our Stage 2 blog, Creating Value. What this means for others is that after he helps others discover what's important for them, Josh know what tools will work the best to help them get the outcome they desire. Whether your working on creating value for your business, help to find a path to financial independence, solve a business succession issue or get the right customer and employees, Josh has been there and done that. Josh thinks a great advisory relationship is all about creating a partnership with his clients. He is a member of your team. He helps you figure out what you need and then sticks around to make sure your goals become reality. Over the past 35 years Josh has worked with and coached hundreds of businesses. Success for Josh comes from the combination of learning and doing. Learning provides best practices and doing provides knowledge on what works in the world of private businesses. Josh invites you to have some fun together, while finding some really interesting ways to make your business and life better. Connect with Josh: Phone: 802-846-1264 X2 Schedule a time to talk with Josh Email: JPatrick@stage2planning.com Financial Freedom ebook: www.sustainablebusienss.co/freedom Website: www.stage2planning.com Josh's blog at www.stage2planning.com/blog ___________________________________ Want to appear on our podcast?  Contact Us Learn how you can passively put your hard earned money to work for you through multifamily syndication:  Steed Talker Capital Connect with Us: Facebook Twitter Linkedin Instagram Youtube

Josh Patrick is a contributor to The New York Times'  “You're the Boss” blog as well as the author of his Stage 2 blog, Creating Value.  He's written for American Express Open as well as Inc.com and the Huffington Post.  He now has a beat with Forbes.com where he writes about succession issues for private business owners. He's run an operating company for over twenty years, grown up in a family business, sold the family business and successfully transitioned into several new businesses.  Josh joins the show to discuss mistakes businesses make and why it's important to have a mistake friendly company. 

As a business owner, selling your company is probably the last thing on your mind. But creating a sustainable, profitable business doesn't just help you sell for the most value when you do retire. It also helps you enjoy your business to the fullest.On this episode of the ROI Online Podcast, author Josh Patrick shares 5 practical ways entrepreneurs can maximize the value of their company and sell for a price they can feel proud of. As a financial consultant, Josh helps business owners work on their business rather than inside the business, so they can improve its value, profitability, and efficiency.Josh understands the difficulties of running a business himself. While working in a vending and food service company, Josh began to consider ways to save time so he could focus on other ventures. In the process, he stumbled upon simple ways entrepreneurs can improve their business:Values and missionHaving enough revenue coming through the doorBecoming operationally irrelevant to your businessSystemizing the businessFilling the four buckets of profitJosh wanted to help other entrepreneurs prepare for life outside the business. So, he transformed this knowledge into a book, Sustainable: A Fable About Creating a Personally and Economically Sustainable Business. He also started his business, Stage 2 Planning Partners, and podcast, Cracking the Cash Flow.According to Josh, a problem many business owners face is the “perma-five.” They're so overwhelmed about the thought of leaving their business that they put off planning for retirement, saying, “I'll think about that in 5 years.” But as years go on, they're permanently pushing it off.So when is the best time to start planning for business succession? Josh recommends business owners start looking at the five aspects of business growth above now. On a scale of 1 to 10, if you have the five aspects at an 8 or higher, you're going to be dying not to sell it because you'll be having too much fun and making too much money. At that point, when you do decide you're ready to retire, your business will be ready as well. You can sell your business for a price that reflects all the hard work you put into it.You can learn more about Josh here:sustainablebusiness.costage2planning.comListen to the Cracking the Cash Code PodcastRead Sustainable: A Fable About Creating a Personally and Economically Sustainable BusinessRead the books mentioned in this podcast:The 12 Week Year by Brian Moran Critical Path by Buckminster FullerFix This Next by Mike MichalowiczVivid Vision by Cameron HeroldEnroll in the QuickStart Academy today to learn how to develop and implement a proven growth strategy that grows your ROI, your business, and your confidence. Learn more HERE.Thinking of starting your own podcast? Buzzsprout's secure and reliable posting allows you to publish podcasts online. Buzzsprout also includes full iTunes support, HTML5 players, show statistics, and WordPress plugins. Get started using this link to receive a $20 Amazon gift card and to help support our show!Support the show (https://cash.app/$stevemfbrown)

Connect With Josh Patrick www.sustainablebusiness.co Get his free ebook! sustainablebusiness.co/saleready

Josh has been obsessed with what makes a private business sale ready for over forty years. www.sustainablebusiness.co www.stage2planning.com https://twitter.com/AskJoshPatrick https://www.linkedin.com/in/askjoshpatrick/ https://www.facebook.com/thesalereadycompany CallumConnects Micro-Podcast is your daily dose of wholesome entrepreneurial inspiration. Hear from many different entrepreneurs in just 5 minutes what hurdles they have faced, how they overcame them and what their key learning is. Be inspired, subscribe, leave a comment, go and change the world! Every entrepreneur featured has been recommended by one of our previous guests. www.CallumLaing.com

Josh Patrick is a serial entrepreneur who has been obsessed with what it takes for private businesses to become economically and personally sustainable for forty years. His program The Sales Ready Company helps private business owners learn what it takes and how implement the strategies that will make their company sale ready, even if they have no interest in selling. This helps private business owners avoid burnout and learning too late that they’ll never be able to leave their business on their terms.

Season 2 is starting of the TBG pod and we are breaking out with multiple and binge worthy pods. The COVID Season binge continues now.... Episode 5 of Season 2: The COVID Season Josh Patrick, a VIP Buyers Agent for the Van Daele Group, gives us advice on how to NOT screw up a deal. Josh's lessons from a lender are super important and awesome to listen, too. But not nearly as awesome as his guitar he brought into the studio. You can watch the video of the recording on the TBG Facebook page (link below). Host and #1 homegirl, Sandi Burnett, is a Shareholder & REALTOR® Lic IA&IL at eXp Realty and she is brings the noise to every pod and Facebook Live show-- hint there is a pre-game part of the show that is not part of the pod! You can watch every podcast LIVE or on demand on the TBG Facebook page. Plus, she is a legit follow on Twitter. Also, don't forget to go to the "Back To School REAL ESTATE EXPO 2020" page to register for this free event that will feature some of the industries most dynamic speakers who are leaders in their respective fields. Please like the page on Facebook and subscribe and leave a review of the pod.

Decades of experience and managing through change - an experienced entrepreneur shares his stories of survival and re-invention.Josh spent many years working in a very specific business and became the King of vending machines. When he decided to hang up his gloves for a new direction – he was no longer the man on top but one of many. His knowledge and expertise as an entrepreneur is the enduring spirit within Josh that keeps his enthusiasm and drive going and gives him a distinction of being a legendary entrepreneur. (stage2planning.com)

Josh Patrick is a serial entrepreneur who has been obsessed with what it takes for private businesses to become economically and personally sustainable for forty years. His program The Sales Ready Company helps private business owners learn what it takes and how implement the strategies that will make their company sale ready, even if they have no interest in selling. This helps private business owners avoid burnout and learning too late that they’ll never be able to leave their business on their terms.

In this episode of Leafy Podcast, our hosts talk with Josh Patrick, CEO of https://sustainablebusiness.co/.  Josh is a Certified Financial Planner®, a Certified Financial Transitionist®, a Chartered Financial Consultant®, a Chartered Life Underwriter®, a serial entrepreneur, and writer, contributing to The New York Times’, Inc.com, Huffington Post and Forbes.com.  He is also the host of a podcast called “The Sustainable Business” where he talks with thought leaders who will help you think about your business or your clients’ business twenty, thirty or more years into the future. Josh tells us that you need humbleness and vulnerability to truly become a successful business owner  and lead from the back, meaning you  ask great questions that make all of your employees think outside the box and shift mindsets. Josh also tells us that successful companies have clearly articulated values, used as a tool, not just something you hang on the wall. A business owner also has to become operationally irrelevant to create a sustainable business. He says you will always stay small if you think tactically, not  strategic. Listen to the whole episode to hear the additional major components to create a sustainable business.  To learn more about Josh Patrick, visit: https://sustainablebusiness.co/You can find Josh’s financial freedom cheat sheet here: www.sustainablebusiness.co/cheatsheet

Josh Patrick's passion in life is helping private business owners create extraordinary value with their businesses and lives. He helps create this outcome using life experiences that he's had for reference. He is a student, an entrepreneur and a curious observer of life. Josh has learned that creating the outcomes you want requires that he listen and ask great questions.  His job is to help others understand and know what they want, why it's important, who needs to help and how they're going to reach their outcomes. Josh specializes in working with owners of private businesses. It's where he has the most interest and can add the most value. If you own a business and are interested in a coaching relationship as well as wealth management, he's your guy. Josh is a Certified Financial Planner®, a serial entrepreneur, a writer, reader and thinker.  He is a contributor to the NY Times You're the Boss blog as well as the author of our Stage 2 blog, Creating Value. What this means for others is that after he helps others discover what's important for them, Josh know what tools will work the best to help them get the outcome they desire. Whether your working on creating value for your business, help to find a path to financial independence, solve a business succession issue or get the right customer and employees, Josh has been there and done that. Josh thinks a great advisory relationship is all about creating a partnership with his clients. He is a member of your team. He helps you figure out what you need and then sticks around to make sure your goals become reality. Over the past 35 years Josh has worked with and coached hundreds of businesses. Success for Josh comes from the combination of learning and doing. Learning provides best practices and doing provides knowledge on what works in the world of private businesses. Josh invites you to have some fun together, while finding some really interesting ways to make your business and life better. Connect with Josh: Phone: 802-846-1264 X2 Schedule a time to talk with Josh Email: JPatrick@stage2planning.com Financial Freedom ebook: www.sustainablebusienss.co/freedom Website: www.stage2planning.com Josh's blog at www.stage2planning.com/blog ___________________________________ Want to appear on our podcast?  Contact Us Learn how you can passively put your hard earned money to work for you through multifamily syndication:  Steed Talker Capital Connect with Us: Facebook Twitter Linkedin Instagram Youtube

In this episode, Stacy sits down with Josh Patrick, who is a certified Financial Planner, the host of The Sustainable Business Podcast, and the founder of The Sustainable Business­­ — a coaching and mentoring company for private business owners.  The two discuss how you can be strategic and create a business you love where not only your work is valued, but you're creating extreme profits.

#110 - Josh Patrick is a serial entrepreneur. His first business was selling candy to the neighbourhood kids when he was 7. Along the way, he's made every mistake in the book. He's the founder of Stage 2 Planning Partners, a wealth advisory firm and The Sustainable Business, a firm that helps owners of blue-collar privately held businesses crack the cash flow code. Founders365 is hosted by Steven Haggerty and shares 365 insights from 365 founders during 2020.

In this episode, Josh Patrick joins us for a 1-on-1 interview on the SaaS District podcast. His specialty is helping private business owners grow and create more value in their business. He has over twenty years of experience as an adviser to private businesses. For nineteen years (1976-1995) he owned a vending and food service company, where he managed to take it from 1.5 to 90 employees before successfully selling the business. During that time he admits to having made a lot of mistakes, but now, he uses that experience as part of his advising strategy, which we share throughout the interview. During this interview we cover: Business sustainability Lessons on how to be a better entrepreneur Maintaining sustainability in your business during a crisis Mistakes when seeking for success and financial freedom Setting appropriate expectations for your business Setting an appropriate Business strategy Effective hiring Underrated resources to grow your business Overcoming the “finding the right idea” hurdle and taking action Links and mentions: Josh is the author of his Stage 2 blog: “Creating Value” (http://www.stage2planning.com/blog (http://www.stage2planning.com/blog)). He's also a writer for American Express Open as well as Inc.com, The Huffington Post, and Forbes.com. Josh is also the author of the book: “Sustainable: A Fable About Creating a Personally and Economically Sustainable Business”. (https://www.sustainablethebook.com/ (https://www.sustainablethebook.com/)) He's the host of the podcast called “The Sustainable Business” (https://sustainablebusiness.co/category/sustainable-business-podcast/ (https://sustainablebusiness.co/category/sustainable-business-podcast/)), where he talks with leaders to help his audience think about the future of their business and clients. The cash flow code: https://thecashflowcode.com/ (https://thecashflowcode.com/) Twitter - https://twitter.com/AkeelJabber (https://twitter.com/AkeelJabber) LinkedIn - https://linkedin.com/in/akeel-jabbar (https://linkedin.com/in/akeel-jabbar) More Podcast Episodes - https://horizencapital.com/saas-podcast (https://horizencapital.com/saas-podcast) --- Send in a voice message: https://anchor.fm/saas-district/message

Join Duncan MacPherson and Tom Deans, Best Selling Author of Every Families Business, in this in-depth podcast. Tom and Duncan discuss a proven approach to attracting first generation affluent business owners and how to get their families down from the summit successfully. Tom's book Every Family's Business has been selected by prominent New York Times business blogger Josh Patrick as one of 10 books that every business owner should read. The books on the list detail how to ensure success, manage crisis, and, in the case of Every Family's Business, determine the best exit strategy. Much of this podcast centers around the concepts and strategies pulled from this book This podcast on demand was recorded live on April 22nd, 2020. Click here for iTunes Click here for Google Play

Join Duncan MacPherson and Tom Deans, Best Selling Author of Every Families Business, in this in-depth podcast. Tom and Duncan discuss a proven approach to attracting first generation affluent business owners and how to get their families down from the summit successfully. Tom's book Every Family's Business has been selected by prominent New York Times business blogger Josh Patrick as one of 10 books that every business owner should read. The books on the list detail how to ensure success, manage crisis, and, in the case of Every Family's Business, determine the best exit strategy. Much of this podcast centers around the concepts and strategies pulled from this book This podcast on demand was recorded live on April 22nd, 2020. Click here for iTunes Click here for Google Play

Josh Patrick is a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, serial entrepreneur, and writer. He is also founder of The Financial Freedom Project, The Sustainable Business, and AskJoshPatrick. Episode Sponsor:More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. What you’ll learn from this episode:Why Josh recommends “Book Yourself Solid” to his clients and believes it’s the best book on marketing out thereHow marketing and sales are two completely different activitiesHow public speaking and podcasts build a rapport with listeners which leads to business connectionsWhy Josh considers mistakes beneficialHow to gain business by being known as an expert and identifying a problem you can help fixHow sustainability is about creating excess cash in a businessWhy being on a podcast increases businessWhy it’s beneficial to start a podcast or project when only 70% readyHow podcasts can repeat topics by discussing many different approachesResources:Book Yourself Solid by Michael PortSustainable by Josh PatrickConnect with Josh Patrick:Website Linkedin Twitter Connect with Paul G. McManus at:LinkedIn WebsiteSupport the show (https://www.milliondollarproducershow.com)

Today, we talk to someone who grows a food service business over 20 years from 2 part time people to 90 employees, and then sells it. After this, he starts a wealth management firm focused on helping business owners. To learn more about Josh and his journey, visit https://wealthjunkies.com/wj50 

New Wave Classics(Party Mix) 1.- New Order - Bizarre love triangle(Shep Pettibone mix) 2.- O.M.D. - Dreaming(Extended 12” Club mix) 3.- Anything Box - Living in oblivion(1989 mix) 4.- Erasure - chains of love 5.- New Order - Blue Monday 6.- Real Life - Send me an angel(|’89 Extended mix) 7.- Dead or Alive - You spin me round(Razormind mix) 8.- Erasure - Stop!(Mark Saunders mix) 9.- D.A.F. - Brothers 10.- The Human League - Don’t you want me 11.- Pet Shop boys - Heart 12.- O.M.D. - Pandora box(12” Club mix) 13.- Depeche Mode - Enjoy the silence 14.- The Cure - Just like heaven(The Penelopes remix) 15.- Joy Division - Love will tear us apart(Josh Patrick mix) 16.- The Farm - All together now 17.- Depeche Mode - Just can’t get enough

Josh Patrick is a noted author and one of the foremost business consultants in the United States. In this fantastic interview, Josh breaks down the important steps and concepts for going from an investor to a true business owner. In this episode, you'll learn... - The 4 Areas of Profit - The Difference Between Profit and Purpose. - How To ALWAYS Find The Right People To Work With Listen NOW on all your favorite PodCasting networks! Like us on Facebook to stay up to date with new episodes and exclusive content from Jack, Shecky and our guests!-https://www.facebook.com/High-Return-Real-Estate-Show-2218195228498526 Learn more about Josh at sustainablethebook.com sustainablebusiness.co and stange2planning.com Visit Our Website To Learn More About How We Handle True Turnkey Properties: https://highreturnrealestate.com/ Follow us on Social: https://www.facebook.com/High-Return-Real-Estate-Show-2218195228498526 https://www.facebook.com/HighReturnRealEstate/

My guest today is Josh Patrick. Josh is a Certified Financial Planner®, a Certified Financial Transitionist®, a Chartered Financial Consultant®, a Chartered Life Underwriter®, a serial entrepreneur, a writer, reader, and a thinker.  Josh Patrick is a contributor to The New York Times' You're the Boss blog, as well as the author of Stage 2 blog Creating Value.  Josh's main focus in life is helping private business owners create extraordinary value with their businesses and their lives. He draws on rich life experiences during his almost forty years of working with his favorite people, private business owners, to help them create great outcomes. On his podcast (called “The Sustainable Business”), Josh Patrick interviews thought leaders from many industries to help you think about your business twenty, thirty, or even more years into the future. In this conversation, we discuss how your firm fits into the future of the financial services industry. I have enjoyed this conversation. The wealth management industry is about as dysfunctional as an industry could be, and without its ridiculous margins most people in this business would fail. Josh Patrick makes a case for niche marketing, and looks forward into the future with ideas on how to make your business sustainable in an industry that's likely to become even more regulated.   Don't miss one of our favorite moments, when Josh breaks down the importance of mind-mapping to define the kinds of clients you should be working with. It's a simple exercise that you can do on a piece of paper right as you listen to the podcast, and it might turn out to be the most valuable thing you've done for your business this year.  Do you have the mindset that you can't afford to not service somebody? Or do you have the mindset that you can't afford to service somebody? How would your capacity grow if you were able to know which clients you should be serving? I hope you will find many practical ideas to try. Looking for more ideas about video blogging for financial advisors? Join the Model FA advisor community, where you will find expert advice on how to launch, grow, scale, and transform your firm. Resource Links Connect with The Model FA Web  Social Did you enjoy the Model FA Podcast? Never miss an episode! Subscribe to get automated updates about all future episodes. Enter your email address here

In this episode, we are joined by Josh Patrick, the founding principal of Stage 2 Planning Partners, a certified financial planner, serial entrepreneur and author of Sustainable: A Fable About Creating a Personally and Economically Sustainable Business. Josh shares about his background in the field, making every mistake in the book and the approach he has learned to take when it comes to dealing with the mistakes of others. For him, accepting personal responsibility is a key value in their business because it stops blame-shifting and excuses dead in their tracks.

"Small Business Stacey" interviews Josh Patrick to share how you can create a business you love where your work is valued, you're having tons of fun, and creating extreme profits. Now that's what every small business owner wants! Episode Transcript http://smallbizmarketingspecialist.com/show65 Currently Featured Marketing Programs: 6 Days, 6 Simple Steps Small Business Marketing Transformation Mini Course ► https://SmallBizMarketingSpecialist.com/transform D-O-N-E Marketing ► https://smallbizmarketingspecialist.com/done ACTION Marketing Program ► https://smallbizmarketingspecialist.com/actionplan/ Silver Platter Marketing Membership ► http://smallbizmarketingspecialist.com/silverplatter Join Us On Social LinkedIn ► https://www.linkedin.com/company/small-biz-marketing-specialist/ Facebook ► https://business.facebook.com/SmallBizMarketingSpecialist Facebook Group ► https://www.facebook.com/groups/SmallBizMarketingSuccess/ Twitter ► https://twitter.com/SmallBizStacey Google+ ► https://plus.google.com/109676232612473506882 YouTube ► https://www.youtube.com/channel/UC82SEYfUdeC0MaWwJAtmN3g

In her interview with Josh Patrick, "Small Business Stacey" gives her words of wisdom on how marketing and sales are absolutely essential to building and running a sustainable business. Episode Transcript http://smallbizmarketingspecialist.com/show59 Currently Featured Marketing Programs: 6 Days, 6 Simple Steps Small Business Marketing Transformation Mini Course ► http://SmallBizMarketingSpecialist.com/actionplan D-O-N-E Marketing ► https://smallbizmarketingspecialist.com/done ACTION Marketing Program ► https://smallbizmarketingspecialist.com/actionplan/ Silver Platter Marketing Membership ► http://smallbizmarketingspecialist.com/silverplatter Join Us On Social LinkedIn ► https://www.linkedin.com/company/small-biz-marketing-specialist/ Facebook ► https://business.facebook.com/SmallBizMarketingSpecialist Facebook Group ► https://www.facebook.com/groups/SmallBizMarketingSuccess/ Twitter ► https://twitter.com/SmallBizStacey Google+ ► https://plus.google.com/109676232612473506882 YouTube ► https://www.youtube.com/channel/UC82SEYfUdeC0MaWwJAtmN3g

Business consultant Josh Patrick has done it all when it comes to business and today he joins us to share his expertise along with some of the biggest lessons he learned for running a great business. Back in 1976, at the age of 24, Josh took his vending business from one and a half employees to 25 in just 18 months, making 1.5 million! For 2 years his business was highly successful and then the worst thing that could have happened, happened. Actually, an unfortunate chain of events happened which left him re-evaluating his business skills. Listen in to hear the details and also find out how an employees work anniversary taught him a valuable lesson about running a good business. Josh also tells us about: His 3 most recommended books on business Something he thinks is wise that other people think is crazy Advice he would give to his younger self His best investment Plus, we dive into embracing mistakes and why people have a hard time letting go... all on today's episode of The Art of Passive Income! TIP OF THE WEEK Mark:  Learn more about Josh at Stage2Planning.com. Scott: Check out the Chrome plugin Ghostery. It blocks cookies giving you control over ads and tracking technologies. But, also good for ninja marketing when visiting your competitors websites. Josh: Robert Kiyosaki's formula for investment vs. expense—your house is not an investment it's an expense. The reason it's an expense it doesn't have positive cash flow. So if you're going to be in a passive business and it doesn't create positive cash flow from day one it's not a passive investment it's a passive liability.  Isn't it time to create passive income so you can work where you want, when you want and with whomever you want?

Josh Patrick is the founder of Stage 2 Planning, an independent RIA with a niche focus on working with small business owners. Leveraging his own personal experience as a small business owner—before he transitioned into his second career as a financial planner—Josh has been able to create a deeply specialized advice process for his clients that commands retainer fees in excess of $50,000 per year. In this episode, Josh shares what he has done to make his expertise known and build a steady flow of prospects who seek him out. Listen in to learn what he says most advisors don’t understand about building a successful business, the important lessons he learned while building his own, and what advisors can do to lessen the demands of their businesses on themselves, while simultaneously making significantly more profit. For show notes and more visit: https://www.kitces.com/117 

In this episode, we have the very knowledgeable Josh Patrick whose passion resonates with Corey Philip’s in building value-based and strategic marketing plans for a sustainable business. Some main points they tackle: [12:30] The challenges home service businesses have in setting up recurring revenue models [17:05] How contractors can use the scrum software methodology to […]

In this episode, we have the very knowledgeable Josh Patrick whose passion resonates with Corey Philip’s in building value-based and strategic marketing plans for a sustainable business. Some main points they tackle: [12:30] The challenges home service businesses have in setting up recurring revenue models [17:05] How contractors can use the scrum software methodology to […]

Jonathan Storment joins the show to discuss the modern oversight, the passing of our friend Josh Patrick, drunken (on medicine) church history, and ranking friends.   To learn more about this month’s sponsor Harbor The Pepperdine Bible Lectures click here.

When a system is to lengthy, too complicated and has to many steps in it, the likelihood that it will be implemented or followed is low. How do we create systems that are actually operationally doable? How do we come to grips with the upfront investment it takes to build a system rather than emotionally pushing our people to do better? How do we empower people in our organizations to become system builders in their own right?

Michael and Josh discuss concerns about entrepreneurs and solopreneurs not properly planning their retirements.We discuss how cash flow is super important!Learn more about your ad choices. Visit megaphone.fm/adchoices

The following audio comes from the National Disciple Making Forum by Discipleship dot org. The theme was "Disciple Maker,” and Guy Hammond of Strength in Weakness Ministries hosted a track called “Cultural Issues and Disciple Making.”   Connect with Discipleship.org: http://discipleship.org/ https://twitter.com/disciplesforum https://www.facebook.com/discipleshipforum   Relevant Links: Strength in Weakness Ministries website: http://www.strengthinweakness.org/

As a serial entrepreneur, Josh has a ton of experience starting, running, and selling businesses. With a focus on financial management now, he helps other businesses manage money and learn how to apply it in better ways, especially with the goal of having financial freedom in the future. If you enjoyed today’s episode remember to subscribe in iTunes and leave us a review!   Best Ever Tweet: “Becoming financially free from your business requires that you look at the terminal assets of your business” - Josh Patrick   Josh Patrick Real Estate Background: Serial Entrepreneur Founder of Stage 2 Planning Partners Author of Sustainable: A Fable About Creating A Personally and Economically Sustainable Business Say hi to him at Based in South Burlington, VT   Get more real estate investing tips every week by subscribing for our newsletter at   Best Ever Listeners: We have launched   We profile 1 nonprofit or cause every month that is near and dear to our heart. To help get the word out, submit a cause, or donate, visit

Josh Patrick joins to talk about his book Sustainable and what it actually takes to create a business that is sustainable. Listen and learn the five areas of business sustainability, why most businesses hire so poorly, and why profit is a result..not a goal.

Steve Ciepiela owns a well known Planning Company. 10 years ago he experienced every business owners nightmare - the sudden death of his friend and partner. Listen to his interview with Josh Patrick as he describes the experience, and how he was prepared, and what he learned from the experience. You can contact Steve at Sciepiela@charlesstephen.com  

Josh is a serial entrepreneur whose main focus in life is helping private business owners create extraordinary value with their businesses and lives. He helps create great outcomes using life experiences he’s had during his almost forty years of running and being around my favorite people, private business owners. In this episode, Josh discusses the main themes in his book Sustainable: A Fable About Creating a Personally and Economically Sustainable Business. 

Josh Patrick, Stage 2 Planning Partners Owning and running your own business has many aspects to it including if you want to sell your business in the future. Many business owners don’t realistically plan their exit strategy and believe that working hard in the business will reap financial rewards sufficient to fund their retirement. In this episode, Kathleen interviews Josh about the steps business owners need to take now to build a sustainable business that is saleable tomorrow. Take Aways: Be honest about your business. Is your business a lifestyle business (one that supports you financially now but is not saleable in the future) or a sustainable business that can be sold and run smoothly with you. Determine your short and long-term business goals. If you want to build a business that is saleable, you need to delegate, set up good operating systems, and have a strategic plan for your exit. Working with a consultant can help. Entrepreneurs are emotionally involved in their creation and often suffer from “shiny little light” syndrome (going from one idea to the next too quickly). Working with a consultant is a great way to learn the behaviors you need to succeed in business and set yourself up for a lucrative liquidity event. Josh Patrick is the owner of Stage 2 Planning Partners and is a serial entrepreneur who is obsessed with what makes a private business economically and personally sustainable. He has been a blogger for the NY Times, Inc.com, Forbes.com, The Huffington Post and Open at American Express. He hosts the podcast, The Sustainable Business and is a regular blogger and Facebook Live presenter. For more information about his work visit www.stage2planning.com or www.sustainablethebook.com. Look for Josh’s Upcoming Book: Check out SustainableBook.com for the latest on Josh’s new book, Sustainable: A Fable About Creating a Personally and Economically Sustainable Business, which was published in January 2018. Join his Facebook group and receive tips, tools as well as access to special promotional book offers.

On this episode Josh (Patrick) spends time with Josh Long, Founder of Bottleneck Breakthrough Group. They discuss what a bottleneck is and how Josh (Long) suggests you should go about tackling things in your business.

Josh Patrick is a serial entrepreneur. He's the founder of The Sustainable Business and The Stage 2 Planning Group. His new book is Sustainable: A Fable About Creating a Personal and Economically Sustainable Business. Josh talks to us about why it's okay for your employees to make mistakes, how to correct those mistakes, and what sort of disaster scenario planning you need to have in place to have a business that runs smoothly and makes money, but is also as hands-free for you, so you can focus on strategy. He also explains the five step process we need to implement in order to create a sustainable lifestyle business: get clear on your values and mission (direction) make yourself operationally irrelevant (delegate) increase recurring revenue (a smooth sales process) systematize become economically viable Resources Email: jpatrick@stage2planning.com The Sustainable Business (official site) Josh Patrick on LinkedIn The Business Sustainability Radio Show (podcast)

Studies have shown that working with a niche is an excellent way for financial planners to narrow their focus, define their specialty, and become an expert in helping their unique client base. Josh Patrick, CFP®, has had first hand experience with this as a financial planner whose firm focuses on working with business owners. In this episode, Josh discusses he combines business coaching with financial planning for a successful practice. He has a simple but effective approach to inspire clients to act and work toward financial freedom. He believes that honesty is key, and helping business owners work toward retirement (rather than perpetually saying they’ll retire without taking action) is a necessary goal. Josh discusses business owners who are in the “permafive” stage continuously, which plagues many financial planning succession plans. This means that business owners are always thinking how they’ll retire in five years – but don’t actually take the steps needed to make that transition. Josh knows this applies to financial planners looking to retire, as well. Financial planners who are in a “permafive” situation have often already lined up a buyer for their practice – and it’s usually a junior level financial planner. Josh walks us through how young planners can benefit from buying a practice, and how a planner in that “permafive” cycle can finally break free and act on their ideal succession plan. We cover a lot of ground in this episode, and anybody who works with business owners, is a financial planning practice owner (or is aspiring to be one) will get a lot out of it! “It’s much safer selling to a junior planner…Because you’re doing an internal transaction, you can set the deal up so that a) it’s tax friendly to the buyer and b) you can stay in control of the firm until you sell it off.” What You’ll Learn: How to work with business owners How to buy in as a junior level planner How senior advisors can set themselves up for retirement success How succession planning can help both the buyer and the seller How to get business owner clients to act on their financial plans and retirement plans   The Purposeful Planning Institute Business Enterprise Institute Exit Planning Institute https://twitter.com/askjoshpatrick The Sustainable Business Stage 2 Planning Partners https://www.sustainablethebook.com/  

Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!   Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com  

Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!     Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

Josh Patrick is a founding principle of Stage 2 Planning Partners and creator of Ask Josh Patrick. Through these businesses, he helps private business owners and their advisors create extraordinary value in their professional and personal lives. Josh is also a speaker, host of […] The post Josh Patrick on Sustainable Success appeared first on Becoming Referable.

On this episode of the InvestFourMore Real Estate Podcast I talk with Josh Patrick with Stage 2 Planning Partners. Josh is not an expert on real estate, but he is an expert on business. He is a certified financial planner who has helped thousands of businesses become more successful and sustainable. What he means by sustainable is the business would run just as it does not without owner involvement. While Josh does not specialize in real estate, much of his advice can be used by any business owner including real estate investors and real estate agents. While conducting this interview I realized my business is not nearly as sustainable as it should be!  

 Josh Patrick gives us the elements of mistake making and why they actually help make business more profitable. Discover the can do, will do, fit in rule, along with other rules to make mistakes the most profitable opportunity in your business to date.

Josh is a serial entrepreneur who's been obsessed with private business for almost 40 years. He's owned a variety of businesses from a vending and food service company to a wealth management firm. He specializes in working with first generation blue collar businesses where the owners want to grow, but seem to be stuck. His goal is to help his clients think about what their business would look like if the business was to last for 100 years. Inside this FREE “First Millionaire Manifesto”, J V reveals the seven steps to seven figures and how to put more money in the bank, enjoy a richly rewarding life, and make a big difference. Subscribe in ITunes Like this Podcast? Help spread the word. Subscribing and leaving a review helps other business owners and entrepreneurs find our podcast…and make their big difference. They will thank you for it.   Watch this FREE Video to discover the Secrets to getting in your zone, achieving fast results, and building a high-profit conscious business.  Conscious Millionaire Podcast: On his free podcast, Monday through Friday, J V interviews top successful entrepreneurs and business owners who reveal their business solutions and business opportunities on topics such as: conscious business, social entrepreneurship, business online marketing, internet business solutions, internet marketing, team building and culture, goal setting, how to become a wealthy entrepreneur, and developing a high-profit business plan that will change lives and the world.  

Josh is a serial entrepreneur who's been obsessed with private business for almost 40 years. He's owned a variety of businesses from a vending and food service company to a wealth management firm. He specializes in working with first generation blue collar businesses where the owners want to grow, but seem to be stuck. His goal is to help his clients think about what their business would look like if the business was to last for 100 years. Inside this FREE “First Millionaire Manifesto”, J V reveals the seven steps to seven figures and how to put more money in the bank, enjoy a richly rewarding life, and make a big difference. Subscribe in ITunes Like this Podcast? Help spread the word. Subscribing and leaving a review helps other business owners and entrepreneurs find our podcast…and make their big difference. They will thank you for it.   Watch this FREE Video to discover the Secrets to getting in your zone, achieving fast results, and building a high-profit conscious business.  Conscious Millionaire Podcast: On his free podcast, Monday through Friday, J V interviews top successful entrepreneurs and business owners who reveal their business solutions and business opportunities on topics such as: conscious business, social entrepreneurship, business online marketing, internet business solutions, internet marketing, team building and culture, goal setting, how to become a wealthy entrepreneur, and developing a high-profit business plan that will change lives and the world.  

In the inaugural episode of the podcast, host Josh Patrick explains what a "sustainable business" is and why he decided to do this podcast. Josh invites his business coach, Jason Billows, from JasonBillows.com, to turn the tables and interview him about the podcast. 

Josh Patrick joins the show for an incredibly honest conversation about being a 35 year old father of three who was recently diagnosed with stage four-colon cancer, pain as bumping into reality, Viktor Frankl, living in the present, mental off-roading and hope.

We crash the Patrick house (Slow Pitch Heaven) and talk with Warheads Founder Clayton Patrick and his father, Josh Patrick. Slow Pitch, the Superbowl, and Webb City Dominance.

Josh Patrick has owned and operated a variety of businesses dealing with food, including food vending, coffee service, catering, and wholesaling, and several others dealing with food. For the past 15 years he has owned and operated a wealth management business, Stage 2 Planning Partners, that focuses on the strategic issues faced by the owners … Continue reading Josh Patrick – Creating Value For Entrepreneurs →