Podcasts about Operating partner

Join us for an exclusive episode of The Exit Is Now podcast as Joe Slatter, founder of Better Practice, takes the host chair in a special Flip the Script edition. Joe and Scott Snider explore the evolution of EPI's culture from a tight-knit team of friends to a scalable organization of 50+ employees. Scott opens up about his transformation as a leader, the challenges of maintaining soul while scaling excellence, and the tools that helped shape EPI's foundation. They discuss the intentional frameworks behind the company's growth, how cross-functional collaboration fuels value, and what legacy means as EPI enters its next chapter.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

What separates a good CFO from a transformational one? Jeff Epstein, Operating Partner at Bessemer Venture Partners and former Oracle CFO, breaks it down. In this episode, he shares battle-tested strategies on balancing growth and profitability, turning finance into a lever for innovation, and building governance systems that scale. This two-part episode is a must-listen for business leaders managing high-stakes decisions in large-scale environments.

Today, as Go-to-Market Operating Partner at Sixth Street, Paul brings both commercial operator chops and deep empathy to help CEOs, CROs, and deal teams turn strategy into sustainable results.He doesn't do playbooks. He does pattern recognition. His approach is high-trust, high-discipline, and highly customized. Whether he's transforming revenue orgs or coaching commercial leaders, Paul shows up like an athlete: focused, gritty, and committed to continuous improvement.

Join us for an exclusive episode of The Exit Is Now podcast as we flip the script with 2025 Exit Planner of the Year, Joe Seetoo. Joe steps into the host chair to interview Scott Snider in a personal, behind-the-scenes conversation that covers everything from business growth and family dynamics to mental health and financial clarity. Scott opens up about building EPI alongside his father, finding balance through elite goalkeeper training, and what's next for the profession including a powerful new platform connecting advisors and business owners.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Jordan Mix is the Operating Partner at Late Checkout, a holding company that creates, grows, and buys "community-based" products.In This Episode We Cover:(05:16) Simple, Effective B2B Newsletter Playbooks(09:49) High-ROI Outreach (“Shake the Tree”)(12:40) Monetizing Micro-Lists (200 subs → $10k+)(14:50) The Power of Parasocial Relationships(17:36) Why Making Content Makes You Better At Sales(27:30) Experimentation vs Focus(30:05) Permissionless Projects & Cold DMs(33:30) Using Free Work to Reduce Customer Acquisition Costs(38:52) Building Engaged Communities with AI Learn More About Orbit Marketing:→ Visit Our Website: https://orbitmarketing.io/→ Book A Call: https://api.leadconnectorhq.com/widget/booking/onkh0t7y3dIlC2Njpybl→ Join Our Newsletter: https://newsletter.orbitmarketing.io/Connect with Jordan Mix from Late Checkout:→ Late Checkout: https://www.latecheckout.studio/→ Late Checkout LinkedIn: https://www.linkedin.com/company/late-checkout/→ Jordan's LinkedIn: https://www.linkedin.com/in/jordan-mix1/→ Jordan's Twitter: https://x.com/jrdnmixWatch on Youtu This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit orbitmarketing.substack.com

Will Dahlstrom is a proven operational leader, graduate of the United States Military Academy, and combat veteran with nearly two decades of experience helping businesses scale and optimize for growth.He has partnered with organizations across industries to drive operational efficiency, align leadership teams, and create sustainable systems for long-term success. With deep expertise in the Entrepreneurial Operating System (EOS) and a track record as a focused Integrator, Will excels in building clarity, prioritizing execution, and driving measurable results for leadership teams.His leadership journey includes serving as Chief Operating Officer for companies navigating rapid expansion, strategic transitions, and operational challenges. As an Operating Partner, Will leverages his military discipline, operational expertise, and EOS knowledge to deliver value creation, operational excellence, and leadership development, maximizing investor returns. Find out more: https://www.linkedin.com/in/will-dahlstrom/

Today's show features: Jonathan Smoke, Chief Economist at Cox Automotive Jeff Zonen, Operating Partner & Executive Manager at Infiniti City of Queens, Infiniti City of Massapequa & KIA City of the Bronx This episode is brought to you by: Experian Automotive — Wasted advertising spend, undelivered messages, and missed opportunities are just the start of dealers' challenges. Today's consumers expect personalized experiences, making it essential to keep their contact information current. Experian Automotive can assist you in filling in missing or incomplete customer information gaps, verifying vehicle ownership, and enriching your records with additional data. This way, you can deliver truly personalized experiences that foster lasting loyalty and retention. Visit ⁠https://carguymedia.com/experian⁠ to learn more. Interested in advertising with Car Dealership Guy? Drop us a line here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cdgpartner.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Interested in being considered as a guest on the podcast? Add your name here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/3Suismu⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Check out Car Dealership Guy's stuff: CDG News ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://news.dealershipguy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CDG Jobs ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://jobs.dealershipguy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CDG Recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.cdgrecruiting.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ My Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ dealershipguy.com

Gabe Karp is a bestselling author, keynote speaker, and conflict management expert known for his book Don't Get Mad at Penguins: And Other Ways to Detox the Conflict in Your Life and Business. He began his career as a trial lawyer, later becoming Executive Vice President and General Counsel at ePrize (now Merkle), where he helped grow the company into a global leader in digital promotions. Currently, Gabe serves as an Operating Partner at Detroit Venture Partners and a Venture Partner at Lightbank, advising early-stage tech companies and serving on multiple boards. His work focuses on transforming conflict from a liability into a strategic asset, drawing from over 30 years of experience in law, business, and venture capital. In this episode… Navigating conflict is one of the biggest challenges in both personal and professional relationships. Whether dealing with strong personalities, avoiding uncomfortable conversations, or managing unspoken resentment, unresolved conflict can slow progress, damage culture, and erode trust. So, how can leaders turn conflict into a tool for growth instead of a source of frustration? Gabe Karp, conflict management expert and author of Don't Get Mad at Penguins, shares a framework for transforming toxic conflict into a productive force. Drawing on his experiences as a former trial lawyer, executive, and venture capitalist, he explains how leaders can shift team dynamics by normalizing direct communication, embracing discomfort, and identifying common conflict traps such as ego, the need to win, and misaligned expectations. Gabe introduces strategies like the debrief/pre-brief meeting format, ego-neutral negotiation, and fostering cultures of candor and accountability, all of which help teams surface issues before they escalate. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz interviews Gabe Karp, Operating Partner at Detroit Venture Partners, about building healthier team dynamics through conflict. Gabe discusses how to dismantle ego-driven tension, the power of cultural feedback loops, and why expectations shape most of our frustrations. He also explores lessons from litigation, handling difficult terminations, and creating space for honest team dialogue.

Meg Thomas Crosby is a recognized thought leader in People Strategy. Meg co-founded PeopleCap Advisors in 2012 to help organizations unleash their full potential through their people. She is a strategic advisor to CEOs, boards, and investors, a recognized thought leader in People Strategy, and enjoys asking tough questions. She is also an Operating Partner with SSM Partners, a growth equity investment firm focused on software, services, and healthcare. Prior to PeopleCap, Meg's 20-year career in human resources established her as an expert in organizational culture, people strategy, and organizational growth. She has worked for companies of all shapes and sizes, including for a small tech startup in Los Angeles as a sole HR practitioner and at Google, leading acquisition integration.Howard Cleveland is a coach and trusted advisor to CEOs, executive teams, and senior leaders. In his roles as a Labor & Employment attorney, growth advisor, and certified leadership coach, Howard has partnered with leaders for over 25 years to help them understand and unlock the strengths of themselves, their teams, and their organizations.Howard serves leaders whose circumstances have temporarily outpaced them. Many of his clients are:– In the midst of significant personal or professional transitions– Struggling to meet the current expectations of their position– Struggling to gain traction– In complex, fast-changing situations– Having difficulty getting their team to perform– Struggling to stay at the right level and delegate– Not comfortable holding their team accountableHoward serves as an experienced thought partner and confidential sounding board to help leaders gain clarity, confidence, and a clear path forward that is aligned with their personal and professional goals.Check out PeopleCap's High Growth People Strategy Model by clicking on this link: https://www.peoplecap.com/growth-gauntlet/ Running the Gauntlet is an Essential Guide for CEOs, Founders, and Leadership Teams Navigating the Challenges of Scaling a High-Growth Company. Check it out by clicking on this link: https://www.peoplecap.com/book Connect with Meg Thomas Crosby and Howard Cleveland:Website: www.PeopleCap.com LinkedIn: https://www.linkedin.com/in/meg-thomas-crosby/ ; https://www.linkedin.com/in/howardcleveland/ ; https://www.linkedin.com/company/peoplecap/ TurnKey Podcast Productions Important Links:Guest to Gold Video Series: www.TurnkeyPodcast.com/gold The Ultimate Podcast Launch Formula- www.TurnkeyPodcast.com/UPLFplusFREE workshop on how to "Be A Great Guest."Free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Ready to earn 6-figures with your podcast? See if you've got what it takes at TurnkeyPodcast.com/quizSales Training for Podcasters: https://podcasts.apple.com/us/podcast/sales-training-for-podcasters/id1540644376Nice Guys on Business: http://www.niceguysonbusiness.com/subscribe/The Turnkey Podcast: https://podcasts.apple.com/us/podcast/turnkey-podcast/id1485077152

Download Gary's 13 Keys to Creating a Multi-Million Dollar Business from https://www.DitchDiggerCEO.com/Peter Griscom (https://www.linkedin.com/in/peter-g-350a21169/) is an Operating Partner and the Chief Executive Officer of Van Dyke Acquisitions, a boutique investment firm specializing in distressed mergers and acquisitions and turnaround opportunities. With over a decade of experience in the distressed investing sector, he focuses primarily on healthcare, consumer goods, and manufacturing.In this episode, Gary, Dave, and Peter discuss:1. Early hustle stories and DIY operations2. Breaking into retail and scaling nationally3. Embedding Christian values into business4. Vision for legacy and long-term impactLinkedIn: https://www.linkedin.com/in/peter-g-350a21169/ Twitter: https://x.com/petergriscom  Website: https://vdacq.com/ Connect with Gary Rabine and DDCEO on: Website: https://www.DitchDiggerCEO.com/ Instagram: https://www.instagram.com/DitchDiggerCEOTikTok: https://www.tiktok.com/@ditchdiggerceopodcast Facebook: https://www.facebook.com/DitchDiggerCEOTwitter: https://twitter.com/DitchDiggerCEO YouTube: https://www.youtube.com/@ditchdiggerceo

Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider welcomes Renee Russo, Ken Sanginario, and representatives from ELLA to the show. Renee, recently named Thought Leader of the Year, shares how she's leveraged the LinkedIn platform to elevate her voice and drive impact. Ken reflects on two decades of exit planning—what's changed, what's stayed the same, and where the profession is headed. And the team from ELLA, the sponsor of the Summit Podcast series, talks about their role in supporting advisors and their unforgettable sunset cruise experience.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Today's show features: Dustin Collins, VP Director of Operations at Bill Kay Auto Group Scott Traylor, Vice President of Sales at Mia Jon Alcorn, Operating Partner at Dogwood Automotive This episode is brought to you by: Podium – Don't miss another lead. With Podium's AI BDC, dealerships are seeing an 80% increase in after-hours appointments by handling leads 24/7. Instantly respond to inquiries, book test drives, and let your team focus on what matters: closing deals. Learn how Podium can help you sell more cars at https://www.podium.com/car-dealership-guy/ Mia – Meet Mia: Your 24/7 AI receptionist who speaks like a human, not a robot. No more "press 1" - just natural conversations for sales, service, and support. She handles everything from car shopping to appointment scheduling in multiple languages, while integrating with your systems. Never miss another lead. Visit https://carguymedia.com/4mRLkBO to learn more. Interested in advertising with Car Dealership Guy? Drop us a line here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cdgpartner.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Interested in being considered as a guest on the podcast? Add your name here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/3Suismu⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Check out Car Dealership Guy's stuff: CDG News ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://news.dealershipguy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CDG Jobs ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://jobs.dealershipguy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CDG Recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.cdgrecruiting.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ My Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ dealershipguy.com

In this episode of the OVNIs podcast, the host introduces Zoe Mohl, a French-American who has taken an unconventional path from investment banking to venture capital. Zoe shares her journey from New York to Paris, detailing her experiences working in the technology sector at JPMorgan in San Francisco, where she developed a keen interest in the burgeoning tech industry despite her initial lack of knowledge in the field. Her story highlights her transition from a student of economics at Yale to a professional navigating the complexities of mergers and acquisitions in the tech world.Zoe's career trajectory also includes a stint in strategy consulting, where she deepened her understanding of business infrastructure and market dynamics. Her eventual move to France was driven by a combination of personal and professional motivations, leading her to explore the venture capital landscape. At New Fund, she focused on facilitating successful exits for investments, before transitioning to Balderton Capital, where she currently works as an investor with a special emphasis on Series A funding. Throughout the podcast, Zoe discusses the importance of adaptability, strategic thinking, and the value of building strong relationships within the entrepreneurial ecosystem.[00:00:00]: Introduction[00:01:00]: Zoe's Background [00:01:48]: Transition from Yale to JPMorgan in Tech[00:04:13]: Experience at JPMorgan: Tech Sector Insights[00:06:36]: Challenges in Valuing Tech Companies[00:08:24]: Transition to Strategy Consulting[00:10:22]: Discovering Tech Infrastructure[00:13:25]: Consulting Experience and Moving to France[00:17:16]: Return to France and Personal Motivations[00:18:46]: Exploring the VC Ecosystem in France[00:20:13]: Joining New Fund as an Operating Partner[00:22:38]: The Role of Exits in Venture Capital[00:25:32]: From Pre-seed to Series A Investing[00:28:30]: Joining Balderton Capital and Role Description[00:31:16]: Balderton's Investment Strategy and Geography[00:31:58]: Zoe's Investment Interests and Recent Deals[00:32:23]: Skills Required in Venture Capital[00:34:54]: The Importance of Relationships in VC[00:37:22]: Adaptability in Investment Approaches[00:40:08]: Understanding Different Investment Stages[00:41:15]: The Myth of VCs Being Unhelpful[00:42:17]: Importance of Support and Relationships in VC[00:43:06]: Conclusion and FarewellDistribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider is joined by Carrie Kerpen and Chris Snider to celebrate a major milestone and the power of representation. Carrie discusses the impact of the Women in Exit Planning Symposium, the Summit author showcase, and the growing presence of women in the industry. Chris reflects on ten years of the Exit Planning Summit—how far it's come, what's changed, and why this anniversary marks a turning point for the community.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Introducing faith into your business can be intimidating. But what happens when you take the leap?? Today's guest, Jared Flinn, talks about his experience adding a simple prayer at the end of each meeting. The results he got from that simple change, and leaning into faith, are inspiring. It is my prayer that this episode helps you to make the leap and integrate faith into your workspace when possible. Episode mentioned: https://www.corymcarlson.com/podcast/episode/222f9d20/from-private-jets-to-prison-to-a-life-of-purpose-with-mark-whitacre-executive-director-of-t-factor    In this episode, you'll discover…  What is a key trait to winning at work, and at home? (1:10) How to shut off work? (7:16) Can you bring your kids with you to work?? (13:00) How to involve your kids in your work. (17:52)   Jared's Bio:  Jared serves as Operating Partner for multiple businesses that have progressed in the bulk transportation industry such as BulkLoads, Smart Freight Funding, and now Bulk Insurance Group, LLC. Jared has more than 20 years of experience in agriculture and transportation.  Jared and his family reside in Ozark, Missouri. He enjoys family time on their farm with his wife Nici and 3 kids.    What's Next?  NEW!! Join the new RISE community. Check out my newest book, 'Rise and Go', HERE!

In this episode, Jamie speaks with long-time senior technology executive David Weiss, Operating Partner at Thoma Bravo and Clearhaven Partners.  Jamie finished the interview, turned to her producer and said, “Now that is what excellence in leadership looks like!” David says that while many leaders have a gift of natural charisma, he relies on a very intentional approach to leadership that has turned out to be a strength.  Drawing upon Eduardo Briceno's work, he advises leaders and teams to know when they are in the “performance zone” and when they are in the “learning zone.”  He describes the stages he sees companies grow through and why assessing complexity is just as important as measuring revenue.  David gives us a short primer on how private equity firms work and discusses 3 of 10 levers of scale he has identified.  One of those levers is culture and he introduces his very interesting “Energy Creator Framework” making the case that it's not enough to make sure you have the right people; your organization needs the right energy from those people.  David is an extraordinary leader; you will find yourself playing and replaying this episode in the weeks to come.   During this episode, David refers to the following work: The Performance Paradox: Turning the Power of Mindset into Action by Eduardo Briceno What Leaders Really Do by John Kotter (especially Chapter 3)   Executive Access is produced by The Ideal Life, a platform that provides coaching, community, and content for people to grow both personally and professionally.

To explain why portfolio operations are increasingly the secret weapon in private equity, CJ interviews Paul Stansik. Paul is the writer of the Hello Operator Substack and Operating Partner at ParkerGale. He shares hands-on insights into how his team helps portfolio companies scale by transforming sales data into decisions, navigating post-acquisition go-to-market challenges, and driving the shift from being merely data-aware to fully data-driven. He also discusses sales teams, from hiring the right sales leader for each stage of growth to whether or not having a great playbook is important. With insights on the dangers of unspoken problems (“you can't fix a secret”), how "templates build trust”, and how repeatable processes can unlock real commercial traction, this episode is packed with practical advice for CFOs, finance leaders, and operating partners.—LINKS:Paul Stansik: https://www.linkedin.com/in/paulstansikParkerGale: https://www.parkergale.comHello Operator: CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.com—TIMESTAMPS:(00:00) Preview and Intro(02:52) Sponsor – Tabs | Rippling Spend | Pulley | Tropic(09:18) What ParkerGale Capital Does(11:35) Revenue Operations: Being the Keeper of the Standard(17:05) Sponsor – NetSuite | MUFG | Planful(20:34) Why Go-to-Market Teams Struggle To Provide More Data(24:29) Data-Aware Versus Data-Driven(26:54) Streamlining and Automating the Right Data(29:56) Why Everything Being Okay Is a Signal That Something Is Wrong(34:03) Defining Metrics and Why You Track Them(40:18) The Qualities of Great Sales Leaders(43:00) Why CEOs Often Pick the Wrong Sales Leader(47:58) The Importance of Hiring Someone With a Good Playbook(54:40) You Can't Fix a Secret(56:13) The Right Cadence for Reviewing Performance(58:34) What Good Quota Attainment Looks Like(01:01:02) The Lack of Training for Sales Teams(01:03:54) The Urge To Promote the Best Sales Rep to People Manager(01:07:10) Wrap#PortfolioOperations #PrivateEquity #GoToMarketStrategy #DataDrivenDecisions #SalesLeadership—SPONSORS:Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. Take control of your spend with intelligent spend management at tropicapp.io/mostlymetrics.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.MUFG is a global banking powerhouse that provides comprehensive banking services for VC-backed, PE-backed, and public companies with revenues starting at $40M. Accelerate your growth trajectory. Contact group head Bob Blee at bblee@us.mufg.jp to find out more.Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics. Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider sits down with Joe Seetoo, Rick Krebs, and Rich Jackim for a special look at what success means from multiple perspectives. Joe shares what it's like to be recognized as an industry leader and talks about his new magazine tailored for business owners. Rick dives into his chapter-focused work and how he's creating unique experiences for people. And Rich—one of the original founders of EPI—reflects on the early days of the movement and what's shaped its evolution.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Quand on a passé des années à piloter une boîte, à prendre des décisions sous pression, à mener des transformations, il est difficile de décrocher. Mais une fois la cession bouclée ou le relais passé, comment continuer à faire la différence ??

Evan Shufflebarger Evan is a native of Topeka, KS and a University of Kansas alumni with a diverse background in consulting, investing, and M&A. After starting his career in internal consulting at a Fortune 150 financial services firm, he transitioned to buyside credit investing, where he advanced from data analytics for structured products to managing private equity investments and commercial real estate lending. Evan's next role, his first in M&A, was with a large family-owned logistics company, focusing on acquisitions, joint ventures, and capital projects. Since joining HeartLand in 2020, he has led or supported over 20 acquisitions, driving sourcing, diligence, and integration while shaping the company's Business Intelligence strategy. Evan is a former Kansas City 20 Under 30 honoree and ACG Corporate Development Professional to Watch. Tanner Spross Tanner started in the landscaping industry at a young age, growing up in his father's business and working in the summers and weekends on installation crews. In 2012, the family business merged with Santa Rita Landscaping, and upon graduating from the University of Arizona, Tanner became the full time estimator for its Commercial and Public Works Division. Over time Tanner served as the companies Director of Sales and Operations, before ultimately becoming the President and CEO in 2018. In his time as the President and CEO of Santa Rita Landscaping, Tanner was able grow the business over 300%, greenfield operations into the Phoenix Market, lead M&A activity for the business, and lead the sale side of the business twice, most recently in 2023 when the business partnered with HeartLand. Since joining the HeartLand team, Tanner has since become Operating Partner for the Southwest Region, providing leadership for the HeartLand companies throughout the Southwest United States.

In this episode of "The Exit is Now" podcast, host Scott Snider sits down with Kris Snyder to go back to the early days of Vox Mobile. While many know him today through Ninety, they discuss how carving out Vox from another company led to lasting growth, what it was like to build through a recession, and key lessons from his first venture-backed business.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Walmart has long set the bar for omnichannel innovation, with breakthroughs connecting store operations, e-commerce, logistics automation, and sourcing. Ahead of 3xOmni – an event co-hosted by Zero100 and Walmart – Andrea Albright (EVP, Sourcing, Walmart; Operating Partner, Massmart) and Lauren Acoba (VP Research, Zero100) discuss how the retailer's strategy has evolved with consumer expectations and what comes next. Unpacking the evolution of omnichannel shopping (1:04)Inside Walmart's next-gen omni playbook (3:35)How AI powers ethical sourcing and strategy at Walmart (4:55)Breaking down siloes to deliver on hyper-personalization (7:07)The secrets to optimizing supply networks using AI (11:02)Overcoming cultural inertia: the power of psychological safety (12:59)Omni lessons for everyone (not just retail!) (17:33)Why there's no substitute for being with your customers (18:55)

Sponsored By AdCirrus ERP, your trusted partner for cloud ERP solutions. Learn more at adcirruserp.com.Meet Vivek JoshiVivek is the founder and CEO of Entytle, a provider of Installed Base Intelligence solutions to Original Equipment Manufacturers. He has extensive leadership experience in various industries, spanning diversified industrial manufacturing, healthcare, high technology and private equity. He previously was founder and CEO of LumaSense Technologies Inc., an Operating Partner at Shah Capital Partners, and Senior Vice President of Marketing for Sun Services, a $3.6 billion division of Sun Microsystems. He also served at Webvan as Vice-President of Program Operation; at GE Transportation as General Manager, Off Highway/Transit Systems; at GE Corporate as Manager of Corporate Initiatives; at Booz Allen & Hamilton as a Management Consultant; and at Johnson & Johnson in an operations role. Vivek has an M.S. in Chemical Engineering and an M.B.A. from the Darden School of Business at the University of Virginia, Charlottesville and a B.Tech in Chemical Engineering from IIT, Mumbai.Connect with Vivek!Entytlevivek.joshi@entytle.com LinkedInAftermarket Champions PodcastLinksKirin Holdings will begin online sales of "Electric Salt Spoon", a spoon that uses electricity to enhance salty and umami tasteHighlights00:00 Fun Team Question: What's Your Career Theme Song?01:55 Introducing Our Guest: Vivek Joshi04:58 Vivek's Journey in Manufacturing08:50 The Impact of Key Mentors11:10 Why Entrepreneurship?13:03 The Importance of Aftermarket Services16:28 I Just Learned That: Fascinating Insights21:31 Addressing the Labor Crisis in Manufacturing24:49 Conclusion and Contact InformationConnect with the Broads!Connect with Lori on LinkedIn and visit www.keystoneclick.com for your strategic digital marketing needs! Connect with Kris on LinkedIn and visit www.genalpha.com for OEM and aftermarket digital solutions!Connect with Erin on LinkedIn!

Pour ce nouvel épisode enregistré en public au 7bis à Toulouse, Laurent Kretz reçoit deux invités : Julien Boué, cofondateur de Brico Privé, et Clément Thibault, ex-DG de Le Petit Ballon, puis de Brico Privé et aujourd'hui Operating Partner & investisseur.Un épisode sur l'hypercroissance, les modèles économiques hybrides, les enjeux de la marketplace, le pilotage du BFR et la gestion de l'offre.

In this episode of "The Exit Is Now" podcast, host Scott Snider sits down with Exit Planner of the Year, Amy Wirtz, to discuss the upcoming Exit Planning Summit at the Sunseeker Resort in Charlotte Harbor, Florida. Their discussion focuses on the latest industry trends and statistics that are shaping the world of exit planning. As the Summit approaches, it serves as a gathering point for professionals to exchange insights and dive into emerging topics that are critical for business owners and advisors alike. Join us for a preview of what's to come and an in-depth look at the trends you'll see discussed at the Exit Planning Summit.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

What's better than turning your passion into a career? Amber Martinez, Brand President and Operating Partner of JEM Wellness Brands, shares her authentic journey in the fitness industry, emphasizing the importance of resilience, self-belief, and how to empower yourself while empowering others.

In this episode, host Mark Jewell sits down with Jared Flinn, Co-founder and Operating Partner of BulkLoads, for a conversation that spans leadership, innovation, faith, and the untapped power of curiosity. Jared shares how his journey—from managing freight at Bartlett Grain to building a top-tier digital freight platform—was rooted in one powerful revelation: “We're a transportation company that moves grain.”What follows is an inspiring deep-dive into intentional leadership, servant-hearted business practices, and how obsession with solving real problems leads to massive impact. Whether you're in logistics, ag retail, or managing a team of young sellers, this episode will challenge and refresh your approach to leadership.Key Takeaways:

In this episoide of "The Exit is Now" podcast, host Scott Snider sits down with KC McKenna, President of St. Edwards High School, to talk culture, next generation leadership, and how McKenna is a business owner in his own sense. Together, they deep dive into what makes a culture and how fostering that culture can create a workplace employees want to be in.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Ken has been the President and CEO of America's Thrift Stores since November of 2013 when he stepped off of the board to assume this role. He spent his first 4 years building the team (21 of ATS's Top 25 leaders came from outside) putting in scalable systems and processes (Net Suite, Dundas BI tool, Day Force HCMS, Speed Rail Processing system), improving operations and cleaning up the balance sheet. All to prepare for accelerating growth.  Today, America's Thrift Stores (ATS) is America's premier thrift retailer in the Southeast, with 24 stores on track to deliver over $80 million in revenue and $10 million of sustaining EBIDTA in 2021 at a 66% gross margin and $12 million EBITDA run rate.  In the last 24 months, during the pandemic, ATS has added 7 new stores to its base of 17. Prior to the onset of the pandemic in March 2020, ATS's business was already incredibly healthy, growing total topline sales for 12 straight quarters and same-store sales for 11 straight quarters.  Reopening in June 2020, ATS emerged equally strong, with 4 back-to-back quarters of comp store sales growth, including a historic Q1 where both comp-store sales and Total Sales hit record-breaking levels. Sustaining EBITDA is expected to be over $14 million in 2022 and will more than double over the next 5 years as the company continues to grow comp store sales, opens 3-5 new stores annually, and enters the rapidly accelerating online thrift space.  Prior to joining America's Thrift Stores, Ken was a mentor, advisor, and coach to small and mid-size company CEOs as an Operating Partner with Alpine Investors LLC stretching across industries from Online Education to Online Retail Lighting & Design to Retail Furniture to Used Cars to Retail Thrift.  In this role, he coached CEOs and their leadership teams on helping them build and drive their growth strategies and sales & marketing execution. He also stepped into interim leadership roles and helped with sourcing and due diligence on potential new acquisition candidates.  Ken Sobaski has been a visionary, strategic President & CEO with a history of significantly accelerating growth and inspiring teamwork on businesses across multiple different industries: consumer food, online e-commerce, recreational products, and giftware. He has over 30 years of experience at blue chip marketing-driven companies like Kraft, General Mills, Pillsbury, Polaris, and Capella Education Company, where he grew brands like Orville Redenbacher, Green Giant, Wheaties, Kraft Macaroni & Cheese, and Polaris.  Ken's distinction is his ability to lead his teams to achieve significant levels of growth not reached before. Here are a few examples: At Pillsbury, he took a $600mm refrigerated baked goods business that was flat or declining for 5 years and added $120mm in revenue in year 1, and built a pipeline of new products that grew $270mm of incremental revenue over 3 years At Green Giant he successfully launched Create-a-Meal, a $150mm new frozen vegetable meal starter business, achieving record shares in frozen vegetables, moving to #1 position in the category in 12 months On Orville Redenbacher, he reversed 49-months of declines with 12 months of double-digit volume gains. At Polaris, he grew revenue +34% in just over 3 years by focusing/improving marketing execution and upgrading the dealer network At Capella Education Company (an online consumer education company) he took growth from +15% per year to +25% per year, adding $120mm in revenue in under 3 years Ken has served on the boards of The Minnesota Diabetes Association, The Twin Cities United Way, and The Council on Aging – Orange County.  Ken holds a BA in Economics & Urban Studies from St. Olaf College and an MBA in Marketing & Strategy from the Kellogg School of Management at Northwestern University 

In this episode of The Exit is Now podcast, host Scott Snider sits down with Greg Merrill and Andrew Shantz to discuss deepening relationships with owners and cultivating the next generation of leaders within a company. Together, they explore how fostering trust, developing leadership, and aligning business priorities can create a foundation for sustainable success and growth.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Shiv interviews Josh Schwartz, Operating Principal at Growth Factors. In this episode, Josh talks about the unique operating partner model between Growth Factors and Bregal Sagemount. Learn his approach to value creation from the GTM side, how to look for growth levers during diligence, and how to navigate the political dynamics between operating partners and a portco's leadership team.

Welcome back to The Private Equity Podcast, by Raw Selection. Host, Alex Rawlings speaks with John Dahlgren, VP of Talent at SBJ Capital, about the growing role of internal talent in private equity, portfolio hiring strategies, and using talent partnerships to generate deal flow. John shares insights on hiring trends, common mistakes, and how SBJ Capital optimizes talent operations for long-term success.Breakdown: [00:00] Introduction to the episode and guest John Dahlgren. Overview of hiring trends in PE firms and portfolio companies.[00:29] Rising demand for operating partner talent and how firms can develop a structured hiring approach.[00:59] John's journey from executive search to private equity, his role at SBJ Capital, and their investment focus.[02:22] PE firms sometimes push beyond their core mandate. The importance of patience and focusing on strengths.[04:48] Why internal talent functions are critical. Managing over 45 searches across 12 portfolio companies in a year.[06:46] How SBJ Capital partners with investment professionals to refine hiring criteria and streamline recruitment.[09:11] Building trust with portfolio executives to ensure hiring aligns with their company's needs.[11:15] The importance of hiring PE-experienced executives with adaptability and strategic leadership skills.[13:36] Acting faster on hiring mistakes and recognizing early signs of a mis-hire.[14:46] The cultural impact of hiring at the fund level and promoting from within.[17:16] Using industry experts to source deals via the Origination Partner Program.[19:38] The program has sourced 50-100 deals in 18 months, contributing to SBJ Capital's deal pipeline.[21:11] Working with former CEOs and advisors to generate proprietary deal flow.[23:08] Recommended reads and podcasts: The Catalyst by Jonah Berger, ParkerGale's PE Funcast, and SmartLess.[25:29] How to connect with John via LinkedIn or email.[27:20] Final thoughts on diversifying deal sourcing and ensuring strong talent strategies.[27:50] Closing remarks and call to action to subscribe.Thank you for tuning in!Connect with John here.  To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Synopsis: In this thought-provoking episode of Biotech 2050, host Alok Tayi sits down with Liam Killingstad, Member at Finiam Investments, to unpack the growing influence of family offices in biotech. Driven by his own family's experience with rare cancers, Liam shares how that journey sparked Finiam's deep dive into biotech investing and the co-creation of companies like Khora Therapeutics. From the untapped power of family offices to the strategies they use to enter high-stakes sectors like biotech, Liam offers a rare, behind-the-scenes look at how mission-driven capital is shaping the future of healthcare innovation. Biography: Liam Killingstad is an experienced finance and operations professional in the biopharma, healthcare, and investment sectors. As Co-Founder and Senior Vice President of Finance & Operations at KHORA Therapeutics, Liam works closely with the C-suite to drive strategic initiatives, including the development of multi-asset portfolio construction and complex financial model building in support of executing oncology-focused asset acquisitions across global markets. Prior to KHORA, Liam served as Chief of Staff at SHEPHERD Health, a precision oncology diagnostics company where he played a pivotal role in securing bridge financing, managing investor relations, and establishing strategic partnerships, including joint ventures that expanded SHEPHERD's precision diagnostics capabilities. He was also instrumental in advocating for federal legislation to improve access to molecular diagnostics for cancer patients. Liam's financial expertise was honed during his time as an investment banking associate at Goldman Sachs, where he managed transactions exceeding $2 billion in the renewable energy and infrastructure sectors. He has a proven track record of structuring complex financial models, leading investor roadshows, and crafting innovative financing solutions for high-impact projects. In addition, Liam serves as Operating Partner at Finiam Investments, a European-based family office. He leads due diligence efforts for investments across biotech, digital health, cleantech, and media, supporting the portfolio with strategic planning, financial modeling, and capital formation. Liam holds a Bachelor of Science in Finance and Economics, graduating magna cum laude from Case Western Reserve University, where he was a varsity baseball captain and recognized for academic excellence. Born and raised in Germany and various other European cities, Liam brings a global perspective to his work and leadership in life sciences and finance.

In this special episode of the Exit Is Now podcast, Sean Hutchinson, flips the script by interviewing Scott Snider. Together, they talk about Scott's first ever Summit back when it was called the International Exit Planning Institute Conference. They also dive into EPI Culture and why the Exit Planning Institute changed during the pandemic.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

In today's episode of the EUVC podcast, Andreas talks with Stephen Millard, Operating Partner & Chief Platform Officer at Notion Capital, a London-based fund exclusively investing in B2B SaaS. With roots dating back to early SaaS pioneers like Message Labs, Stephen brings deep operational know-how and a data-driven approach to venture investing. Notion Capital's Cloud Champions latest report unpacks European SaaS companies' unique challenges, from navigating fragmented markets to scaling revenue rapidly, emphasizing the need for constant reinvention.Using extensive experience and real-world case studies, Stephen explains how today's well-informed buyers reshape the traditional seller-buyer dynamic. He outlines the critical transition for founders: from a hands-on, experimental phase to a disciplined, outcome-focused strategy, ensuring that teams align across sales, marketing, and product development. Stephen also shares practical insights on adapting go-to-market strategy and building enduring, high-growth businesses in a rapidly evolving market landscape.Go to eu.vc for our core learnings and the full video interview

Vikram Sharma, Operating Partner at S2G Investments on the massive opportunities of new technology for digitization and legacy industries. The former division president of Information Resources, or IRI, and former CEO of Shop Local says that 80% of US GDP comes from low-digitized industries, presenting significant opportunities for innovation.  An extraordinary combination of businessman, strategist and technologist, he argues that technology, while it might be scary, is coming to enable us. He says that in both the real world and the investment world, it's important to marry math and meaning, and that ROI with storytelling can inspire and drive transformation.#Business #Innovation #Technology

Mandy's a true trailblazer who transformed how more than half of people today find romantic connections – through online dating and dating apps. As CEO of Match Group after its 2015 IPO, Mandy led the company's expanding portfolio of dating apps including Tinder, Match.com, OKCupid and Plenty of Fish, while later adding Hinge to establish Match Group as the dominant force in online dating, that owns over 45 dating apps and services. During her tenure, Mandy broke new ground as the first female CEO to conduct a comprehensive organizational pay audit to address gender wage disparities. Mandy holds a Bachelors degree from UC Berkeley in Spanish and English literature, and then went on to earn her MBA from the University of Pennsylvania Wharton.Currently, Mandy also serves on the boards of Uber, ThredUp, Universal Music Group and Flow Health, while working as an Operating Partner at Advent International, a global private equity investment firm.In this episode, Carly chats with Mandy Ginsberg (former CEO of Match Group and Princeton Review). Mandy covers her competitive nature from childhood, her transition from marketing roles to executive positions, and the remarkable gender pay audit she conducted.The conversation highlights Mandy's commitment to transparent, authentic leadership, showcasing why she's such a compelling figure in the tech and business world.Where to find She Leads:Apple PodcastsWebsiteSpotifyYouTubeInstagramX (Twitter)Where to find Carly:LinkedInX (Twitter)Where to find Mandy:LinkedInIn this episode, we cover:(00:00) Introduction to Mandy Ginsberg(02:36) Mandy's Upbringing(04:04) The Influence of Powerful Woman on Mandy(07:00) Navigating Berkeley & the woman's soccer team(11:51) You work for a person, not a company(14:20) Leadership hack: support your team(15:14) Psychology of consumer tech(16:14) Wharton Business school lessons(23:12) Early professional career at i2(26:00) Joining Match.com's Chemistry(35:25) Mandy leading Match Group(37:58) Imposter syndrome(43:28) How to evaluate new opportunities(51:18) Building culture at Match Group w/ Shar Dubey(56:30) Conducting the pay audit (01:00:08) Advocate for yourself at work (01:03:02) The power of vulnerability at work  Mandy's craft that she's spending a lifetime honing? Learning new sports

In this episode of "The Exit Is Now" podcast, host Scott Snider sits down with current Exit Planner of the Year, Amy Wirtz, to discuss her journey as an exit planner and a family business consultant. They talk about Amy's history with Scott and EPI as well as dive deep into how and why she became a CEPA through wanting to teach the methodology and more.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

In this insightful episode of Ignite, Anna Carlsmith, Operating Partner at H.I.G Capital joins Cardinal's CEO, Alex Membrillo, to share actionable insights on aligning marketing strategies with business outcomes, ensuring efforts translate directly into revenue growth. The episode explores the shifting marketing landscape—including Google's declining influence—while addressing critical factors like HIPAA compliance, EMR integration, and the balance between in-house and outsourced creative work. RELATED RESOURCES Connect with Anna - https://www.linkedin.com/in/anna-carlsmith/  How to Make Closed-Loop Reporting Work in Healthcare Marketing - https://www.cardinaldigitalmarketing.com/healthcare-resources/blog/healthcare-closed-loop-reporting/  How to Build a Scalable MSO Marketing Strategy - https://www.cardinaldigitalmarketing.com/healthcare-resources/blog/mso-marketing-strategy-framework/ 

This week on DisrupTV, we interviewed Jennifer Moss, author of Why Are We Here?: Creating a Work Culture Everyone Wants and Ron Miller, Operating Partner and Head of Editorial at boldstart ventures. Jennifer emphasized the importance of purpose and well-being in the workplace, highlighting the burnout crisis and the need for a reset. She outlines her book's structure, focusing on psychological barriers, business challenges, and the necessity of belonging and recognition. She also discussed the existential crisis and the role of AI, noting the fear of becoming obsolete and the need for hope and effective communication. Ron discussed the integration of AI in enterprise, the challenges of managing AI agents, and the importance of security and governance in AI adoption. DisrupTV is a weekly podcast with hosts R "Ray" Wang and Vala Afshar. The show airs live at 11:00 a.m. PT/ 2:00 p.m. ET every Friday. Brought to you by Constellation Executive Network: constellationr.com/CEN.

Are the three legs of your stool aligned? In this episode, Scott Couchenour, founder of Serving Strong, joins Scott Snider in the Exit is Now studio to discuss the importance behind prioritizing personal planning in addition to financial and business planning. Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Can senior executives really afford to skip coaching? Join us for a fascinating discussion with Josh Horstmann, Operating Partner at Francisco Partners Consulting, as we dismantle the myth that top leaders don't need coaching. We promise you'll learn how to harness coaching for all levels of performance, from struggling team members to high-flying stars like UFC champion Jon Jones. Josh shares unique insights on smarter hiring, building a "virtual bench," and creating a coaching-centric culture that enhances both individual and organizational growth.Experience the art of team building and leadership through a sports lens as we explore the parallels between business teams and elite sports teams. Josh reveals how understanding diverse personalities and strengths can lead to success, much like the winning strategies of top coaches like Andy Reid. Discover how hiring individuals who surpass your own skills in specific areas can elevate your team's performance and why being present in coaching conversations is paramount. We'll guide you through creating a balance between strategy and execution, ensuring leaders are equipped to navigate career transitions and avoid the pitfalls of hasty promotions.Unlock the secrets to effective leadership attributes that drive success, especially during company acquisitions. Josh delves into the qualities that distinguish thriving senior sales leaders, sharing his personal experiences with impactful coaching. Learn how self-awareness and a compelling narrative can transform your approach to leadership. As we conclude, we'll touch on finding inspiration beyond the boardroom and the importance of seeing through an individual's lens to foster self-growth. This episode is filled with actionable insights and reflections to empower anyone in a leadership role.Chapters:(00:00) Myth of Not Needing Coaching(04:28) Value of Coaching for High Performers(11:16) Effective Team Building and Coaching(16:10) Coaching Strategies for Leadership Success(25:32) Navigating Career Transitions and Performance(34:03) Effective Leadership Attributes for Success(38:54) Empowering Potential Through Individual LensKey Takeaways:Coaching Isn't Just for Underperformers – Even A players and executives need coaching to continue growing and refining their skills.Forecast Reviews Are Not Coaching – Too many one-on-ones focus solely on pipeline updates rather than skill development and long-term growth.The Best Performers Still Need Guidance – High performers benefit from strategic coaching on leadership, negotiation, and career development—not just deal execution.Top Reps Don't Always Make the Best Managers – Selling and coaching are two different skill sets; promoting star reps without leadership training often leads to ineffective managers.Identify “Runners” vs. “Builders” in Leadership Roles – Some leaders excel at optimizing existing processes (runners), while others thrive in building something new (builders); knowing the difference is key to scaling effectively.Be Present and Intentional in Coaching Conversations – Effective coaching requires full attention, structured agendas, and follow-through—not distracted, last-minute check-ins.Ad Hoc Coaching Is Not a Substitute for Structured Development – Informal, on-the-fly coaching moments are valuable but should complement, not replace, scheduled coaching sessions.Building a “Virtual Bench” is Critical for Leadership Succession – Sales leaders should proactively develop and identify future managers before leadership roles open up.A Strong Coaching Culture Starts at the Top – If executives don't prioritize coaching, it won't become a sustainable practice throughout the organization.Organizations That Invest in Coaching Outperform Their Peers – Companies with a structured coaching culture see lower attrition, higher quota attainment, and stronger leadership pipelines.Ways to Tune In:Spotify: https://open.spotify.com/show/0Yb1wPzUxyrfR0Dx35ym1A Apple Podcasts: https://podcasts.apple.com/us/podcast/coach2scale-how-modern-leaders-build-a-coaching-culture/id1699901434 Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy50cmFuc2lzdG9yLmZtL2NvYWNoMnNjYWxlLWhvdy1tb2Rlcm4tbGVhZGVycy1idWlsZC1hLWNvYWNoaW5nLWN1bHR1cmU Amazon Music: https://music.amazon.com/podcasts/fd188af6-7c17-4b2e-a0b2-196ecd6fdf77 Podchaser: https://www.podchaser.com/podcasts/coach2scale-how-modern-leaders-5419703 YouTube: https://www.youtube.com/@Coach2Scale CoachEm™ is the first Coaching Execution Platform that integrates deep learning technology to proactively analyze patterns, highlight the "why" behind the data with root causes, and identify the actions that will ultimately improve business results going forward.  These practical coaching recommendations for managers will help their teams drive more deals, bigger deals, faster deals and loyal customers. Built with decades of go-to-market experience, world-renowned data scientists and advanced causal AI/ML technology, CoachEm™ leverages your existing tech stack to increase rep productivity, increase retention, and replicate best practices across your team.Learn more at coachem.io

What does it take to truly innovate in construction? Should innovation be confined to one team or department, or should it become a collaborative, company-wide effort? In this episode of Bridging the Gap, Todd sits down with Trent Miskelly to explore these questions and the transformative power of AI in the construction industry. Together, they discuss how AI is revolutionizing workflows, enhancing project management, and unlocking new efficiencies. Trent also shares insights on the evolution and future potential of AI and robotics, as well as lessons from his journey with Document Crunch, a company dedicated to improving risk management in construction. Don't miss this thought-provoking conversation about the future of innovation and technology in the industry!   Trent Miskelly is Chief Technology Officer at Document Crunch. He has over 20 years of experience in software development, product management, and operations, with a passion for building and scaling B2B software businesses. As the Chief Technology Officer at Document Crunch, he leads the strategy, execution, and growth of the first-of-its-kind solution transforming construction contracts and agreements into actionable insights, powered by a proprietary AI/ML engine. In addition to his role at Document Crunch, he is also an Operating Partner at Integr8d Capital, an early-stage venture capital firm that partners with extraordinary entrepreneurs driven to build enduring businesses. Thanks for listening! Please be sure to leave a rating and/or review and follow up our social accounts. Bridging the Gap Website Bridging the Gap LinkedIn Bridging the Gap Instagram Bridging the Gap YouTube Todd's LinkedIn   Thank you to our sponsors! Applied Software Applied Software LinkedIn   Other Relevant Links: Trent's LinkedIn Document Crunch  

In this episode, we're joined by our very own TJ Williams, an Operating Partner at Brighton Park Capital and the Founder of Tamarack Growth Advisory. As a seasoned sales leader, TJ shares insights from his extensive career in sales leadership roles at tech giants including IBM, Oracle, and Google. He dives deep into the art and science of sales, the qualities of high-performing sales organizations, and the importance of storytelling in building customer relationships. TJ introduces his "broken glass" model, which categorizes salespeople into four types, emphasizing the need for diverse approaches to sales success.Listeners will gain valuable perspectives on sales compensation, the evolving role of technology in sales, strategies to stand out in a crowded marketplace, and the need to slow down in order to go fast. Through his anecdotes and practical advice, TJ provides a compelling look at what it takes to lead and succeed in the world of sales. Hosted on Acast. See acast.com/privacy for more information.

According to the 2024 National State of Owner Readiness, the fourth most trusted advisor is actually a spouse. In this episode, Scott Snider dives deep into this topic with Josh Fuller, CEO of Fuller's Collision Group, and Michelle Fuller, CIMA®, CETF®, CEPA®  at Growth Accelerated who navigate this dynamic on a daily basis. Tune in to find out if it's possible for your spouse to be your most trusted advisor. Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

In this episode of the Profit Share Mastery podcast, Pres McKissack interviews Bill Weidacher, the Operating Partner of Keller Williams' Bedford, New Hampshire Market Center. Bill shares his journey from the hospitality industry to real estate, his transition to Keller Williams, and the strategies that led to the successful launch of his market center. The conversation delves into the dynamics of profit share, the importance of building relationships in recruiting, and the mindset required to succeed in real estate. Bill emphasizes the significance of helping others and the long-term benefits of investing in relationships and culture within the industry, and how the long game with Profit Share pays off big as he nears the $2 million lifetime profit share mark between he and his wife. LET'S CONNECT:Subscribe on YouTube: https://www.youtube.com/c/KWProfitShareMastery/?sub_confirmation=1Join the Masterclass: https://www.profitsharemastery.comGet a Profit Share Site: https://www.profitsharesites.comCONNECT WITH LINDA MCKISSACK:Linda's Website: https://www.lindamckissack.comLinda's Facebook: https://facebook.com/mckissacklindaLinda's Instagram: https://www.instagram.com/mckissacklinda/

We're back for another fantastic week of giving critical insights on the transportation business, and in today's episode with Jared Flinn, we'll cover his journey in the bulk freight industry!  Jared emphasizes the importance of storytelling for content creators and family-owned trucking companies, fostering networking and knowledge sharing among industry professionals, and strategic business diversification and adaptability in the face of market changes as vital for success in trucking!     About Jared Flinn Jared Flinn is a Co-founder and Operating Partner of BulkLoads, a leading marketplace and technology platform revolutionizing the bulk freight industry. With over two decades of experience in logistics and trucking, Jared has helped build multiple successful ventures, including Smart Freight Funding, BulkTMS, Bulk Insurance Group, and Bulk Permitting, all designed to empower small businesses and create innovative solutions for the trucking community. Passionate about service and impact, Jared is committed to helping others succeed, whether through providing tools to streamline operations, sharing insights on industry trends, or fostering connections at the annual Bulk Freight Conference. With a strong focus on faith, family, and community, Jared leads with integrity and a vision to uplift and inspire those around him. When not working, Jared enjoys spending time with family, farming/ranching, and writing children's books like the beloved Semi Sam series.  He also is the host of The BulkLoads Podcast, where he discusses industry challenges, opportunities, and stories of resilience.   Connect with Jared Website: https://www.bulkloads.com/  LinkedIn: https://www.linkedin.com/in/jaredrflinn/  YouTube: https://www.youtube.com/@BulkLoadsVids/featured  

Summary: Branding used to be as simple as product packaging. But today, it's woven into every touchpoint — from social media and customer service to in-store experiences. With more opportunities than ever to connect, brands face the challenge of creating a unified, authentic experience that not only stands out but also stays true to their core identity. Our guest today is helping brands forge deeper, more meaningful connections with their customers...connections that last.Kate Doerge is Principal at Kate Doerge Consulting and Operating Partner at Traub, a global business development, advisory, and investment firm focused on the consumer and retail industries. Kate works with her colleagues at Traub on all aspects of brand strategy and optimization across domestic and global markets.Kate is a dynamic business leader, brand strategist, and trusted advisor driving organizational transformation and delivering impactful results. As an experienced brand marketing consultant, Kate champions innovation and optimizes brand performance to generate value for stakeholders. Her clients have included L'Oreal, H&M, Kate Spade, TAG Heuer, and Oscar de la Renta, among others. Previously, Kate was Head of Marketing at iStar New York, leading iStar's branding and communications efforts. She launched the firm's first marketing department to drive awareness and also helped iStar play a central role in revitalizing Asbury Park, New Jersey with the Asbury Park Now brand campaign.Prior to that, Kate was a partner at Paul Wilmot Communications, where she led the firm's fashion, beauty and wellness, accessories, culture, and lifestyle divisions. In 2015, Kate was appointed Vice Chair of the Board of Advisors of the Hospital for Special Surgery. She sits on the HSS Pediatric Council, and for the past 16 years, she has Co-chaired HSS's most successful fundraiser for the Pediatric Pavilion, raising more than 25 million to date.She also sits on the Board and acts as a Strategic Advisor for the Penny Doerge Adaptive Pediatric Academy and is Co-founder and CEO of Penny's Flight Foundation dedicated to raising awareness and funding for neurofibromatosis, launched in honor of Kate and her husband Chad's daughter, Penny, who passed away from this condition in November of 2022.In this episode, we explore how Kate Doerge is helping brands stand out by balancing authenticity with innovation, aligning messaging across platforms, and leveraging storytelling to create lasting connections in a rapidly evolving market.Highlights:Kate's path into public relations and consulting (4:03)Memorable client experiences at Traub (9:48)Kate describes the Traub team (11:59)How Kate aligns brand strategies across entire teams (13:32)Challenges brands face when adapting their branding digitally (14:37)How Kate stays on top of trends and innovations (15:51)Adapting to trends while remaining authentic (18:20)How Kate's work at Traub informs her consulting business (20:05)Kate's philanthropic work and 'Penny's Flight Foundation' (22:24)Links:Kate Doerge on LinkedInKate Doerge Consulting WebsitePenny's Flight Foundation Traub WebsiteICR LinkedInICR TwitterICR WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co.

Today on the show, we have Kyle Poyar, Co-founder and Operating Partner at Tremont.In this episode, Kyle shares his journey from consulting at Simon-Kucher to becoming a leading voice in SaaS pricing. We dive deep into the challenges and opportunities of evolving pricing models, exploring the shift from traditional seat-based pricing to success-based frameworks.We also discuss how AI is reshaping the SaaS landscape, influencing not just products but also how companies think about customer value and retention. Kyle shares actionable insights on aligning pricing strategies with customer success to drive growth and minimize churn.Mentioned ResourcesKyle Poyar Klaviyo TremontGrowth UnhingedOpenViewSimon-KucherHow to find your first ICP   Leah TharinJames Hawkins  PostHogChargeflowHeidi Gibson GoDaddyNetflixValuePilotChurn FM is sponsored by Vitally, the all-in-one Customer Success Platform.Ideal Customer Profile Course: How to find your Ideal Customer Profile 'ICP' in B2B SaaS

Fan Mail: Got a challenge digitizing your intake? Share it with us, and we'll unpack solutions from our experience at Cytora.We're nearing the top of our countdown! As we celebrate the Top 5 Most Downloaded Episodes of 2024, this week we're revisiting the conversation that landed at No. 2.In this episode, host Juan de Castro is joined by James Platt, Co-Founder and Operating Partner at Trimstone Partners. James brings a wealth of experience in operational transformation and technology innovation, with a career that spans senior roles at Boston Consulting Group and Aon, where he served as CEO of Digital Solutions.This episode struck a chord with listeners for its bold perspectives and actionable insights. James shares why he believes the combined ratio is a flawed metric holding the insurance industry back, and how leveraging data, digitisation, and smarter decision-making can propel the sector forward.Topics Discussed:Why the combined ratio might be the insurance industry's biggest obstacle.Lessons from other industries like mortgage and asset management on evolving successfully.How data and digital tools can unlock new growth and efficiency opportunities.Don't miss this thought-provoking episode as we edge closer to revealing the No. 1 most popular episode of 2024!To receive a custom demo from Cytora, click here and use the code 'Making Risk Flow'.Our previous guests include: Bronek Masojada of PPL, Craig Knightly of Inigo, Andrew Horton of QBE Insurance, Simon McGinn of Allianz, Stephane Flaquet of Hiscox, Matthew Grant of InsTech, Paul Brand of Convex, Paolo Cuomo of Gallagher Re, and Thierry Daucourt of AXA.Check out the three most downloaded episodes: The Five Pillars of Data Analytics Strategy in Insurance | Craig Knightly, Inigo 20 Years as CEO of Hiscox: Personal Reflections and the Evolution of PPL | Bronek Masojada Implementing ESG in the Insurance and Underwriting Space | Simon Tighe, Chaucer, and Paul McCarney, Moody's