Podcasts about Operating partner

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.

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.

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.

Operating Partner, Fixed Operations Director, Coach - David Sparks Join us as we explore the career journey of David Sparks, a leader whose path in the automotive industry started with detailing, rustproofing, and window tinting and evolved into a deep-rooted passion for technical excellence, leadership, and mentorship. David's story is one of continuous learning and adaptation. He transitioned from technician to service advisor, warranty administrator, dispatcher, and ultimately, service manager and fixed-ops director. His experience spans CDJR, Toyota, independent shops, and now Bar Automotive, where he coaches and trains service professionals nationwide. In this episode, David explains what it takes to thrive in automotive leadership, from technician success to fixed-ops strategy. He shares practical wisdom on:

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  

Welcome back to The Private Equity Podcast, by Raw Selection! Today's guest is Jon Sonnenschein, Private Equity Operating Partner and former SaaS and software CEO. Jon shares insights on driving cultural change in portfolio companies, blending his experience as a CEO and Operating Partner.Breakdown:[00:00] Jon Sonnenschein discusses his experience as a Private Equity Operating Partner and former SaaS CEO, focusing on cultural transformation in portfolio companies.[00:30] From Chicago to Silicon Valley, with 20 years in startups, followed by joining private equity and leading growth at Earth Solutions.[00:59] The "star player bias" in talent acquisition and the importance of aligning cultural dynamics.[01:28] Addressing the balance between legacy culture and private equity-driven professionalization.[03:21] Transitioning from founder-led to private equity-backed and retaining core cultural elements while driving professionalization and growth.[05:18] Jon shares how he elevated long-term employees for cultural continuity while introducing professional FP&A expertise.[06:15] Jon explains his approach to understanding a company's culture by interviewing employees at all levels.[07:44] The role of listening and valuing employee perspectives in identifying growth opportunities.[09:11] Validating feedback through patterns, experiments, and data-driven approaches.[10:57] Testing new markets through structured, accountable experiments to assess viability.[11:56] Jon's methods for influencing cultural change without alienating long-term employees.[13:20] Professionalizing the product organization and using customer feedback to guide decisions.[15:17] Transparency, one-on-ones, and open forums to drive cultural change and employee engagement.[18:11] Creating psychological safety and fostering innovation through direct communication.[19:38] Jon reflects on insights from being an operating partner and how they inform his executive approach.[21:06] The importance of collaboration between operating partners, deal teams, and CEOs.[22:28] Recommended readings include Thinking Fast and Slow by Daniel Kahneman and The Hard Thing About Hard Things by Ben Horowitz.[24:48] Jon emphasizes the importance of tackling culture head-on and shares key takeaways for private equity professionals.To be added to the book waitlist, you can email alex.offer@raw-selection.comThank you for tuning in! Connect with Jon on LinkedIn 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

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.

Mark Fiske, seasoned marketeer and master of digital, is Operating Partner and Head of Digital Transformation at H.I.G. Capital, one of the largest and most influential private equity firms in the middle market, managing $65 billion in capital across a portfolio of over 100 companies. In his role, Mark drives the digital transformation strategy and co-leads the Generative AI practice, partnering with portfolio management to accelerate value creation. Before making his mark in PE, Mark led the marketing teams at fast-growing powerhouse brands like Ancestry and Credit Karma. In our latest episode of the Brilliant People Podcast, Mark joins host Linnea Jungnelius, Global Head of Marketing & Strategy at Acertitude, to explore: -The evolution of the operating partner role and its impact on growth -Proven marketing strategies for driving scale and success -Navigating the shifting landscape of the modern CMO -Harnessing Generative AI as a powerful tool for value creation

In this special episode of the Exit Is Now podcast, the 2024 Exit Planner of the Year, Amy Wirtz, flips the script by interviewing Scott Snider. Together, they explore the journey of managing growth through the lens of the Value Acceleration Methodology. Scott shares his experience of growing a business—first by scaling systems, then by developing the team—and what it has been like navigating these changes as a business owner. They dive deep into his ownership journey, focusing on how to foster entrepreneurship within a company, even when employees aren't directly immersed in the entrepreneurial process.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 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

In this special episode of the "Exit Is Now" podcast, Scott reviews some of his favorite moments from the Exit Is Now Podcast and teases some of our upcoming guests for our 2025 season.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 Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Winter Mead, Founder & CEO, and Dave Perretz, Operating Partner & CFO, Coolwater Capital, a Salt Lake-based accelerator which invests in emerging VC firms. They share their outlook for investing in emerging VC funds, including the greatest opportunities, challenges, how the firm integrates ESG & DEI and more.

In this episode, we're joined by Dr. Ness Bermingham, Operating Partner at Khosla Ventures and Chair of the Board at Korro Bio. A scientist-turned-biotech entrepreneur, Ness is passionate about the power of science to tackle some of healthcare's biggest challenges. Ness co-founded Intellia Therapeutics, a leader in CRISPR gene editing, and Korro Bio, an innovator in RNA editing, driving breakthroughs that translate cutting-edge science into real healthcare solutions. With over 20 years of experience in biotech and healthcare, he's played a vital role in shaping startups into companies that develop life-changing medicines. Tune in as we dive into Ness's journey and his insights on innovation in biotech!

In this episode of "The Exit Is Now" podcast, Scott Snider interviews Julie Keyes. They dive into the evolving landscape of advisory firms and personal planning for business owners. They explore traditional manufacturing businesses and how they relate to personal planning strategies. The conversation shifts to how advisory firms—whether banks, wealth management firms, or CPA accounting firms—are adapting by improving cross-communication across all aspects of their services. They also discuss the importance of collaboration between generations in the business world. Tune in for valuable takeaways on how advisors and business owners can navigate these changes effectively.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.

2024 saw a significant contraction in venture capital investment in mobility, down more than 50% since its frothy peak in 2021. So what comes next? In this episode, John Rossant, CEO & Founder of CoMotion chats with Prescott Watson, Operating Partner at RedBlue Capital, and investor and board member of Aerolane, a new company focusing on reducing aerial cargo costs. Hear from them about where venture does (and doesn't) make sense in mobility investing, how Aerolane is disrupting shipping, and what the next admin might look like for the clean energy transition. ———————————— Join us next at CoMotion MIAMI '25, Apr 29-30. Get your pass now and save 50% off: https://www.comotionmiami.com/register ———————————— LinkedIn: linkedin.com/company/CoMotionNEWS Twitter: twitter.com/CoMotionNEWS YouTube: youtube.com/channel/UCUdylw5XdxHdaXi-1KGwJnQ

Is your healthcare system ready for the next wave of supply chain automation? This week on the Power Supply Podcast, Sven Schürer, Operating Partner at Anchor Group, joins us to explore how cutting-edge AI technology is transforming healthcare logistics. From drones delivering critical medications to AI-powered inventory systems, Sven reveals how automation is addressing workforce challenges while enhancing operational efficiency and patient care. Whether you're curious about the latest tech trends or interested in implementing automation solutions in your healthcare facility, this episode offers valuable insights into the technologies reshaping our healthcare supply chain. Tune in now to discover how these emerging technologies are creating new possibilities for the future of healthcare logistics! Once you complete the interview, jump on over to the link below to take a short quiz and download your CEC certificate for .5 CECs! – https://www.flexiquiz.com/SC/N/ps12-05 #PowerSupply #Podcast #AHRMM #HealthcareSupplyChain #SupplyChain #AITechnology #Automation

In this special episode of the Exit Is Now podcast, EPI's CEO, Chris Snider, flips the script by interviewing Scott Snider. Together, the discuss Scott's personal journey as an entrepreneur and the son of a family business owner. Join them as they reminisce where they were, where they have been, and where they are going as entrepreneur's 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.

Luc Julia, directeur scientifique de Renault Group et co-créateur de Siri, Jérôme Monceaux, roboticien et entrepreneur, fondateur de Spoon, et Yves Maitre, operating partner Jolt Capital, étaient les invités de François Sorel dans Tech & Co, la quotidienne spéciale "Nuit de l'IA", ce jeudi 21 novembre. Ils se sont penchés sur l'IA, le moteur de la révolution automobile, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.

George Baker Sr., the Operating Partner of Rujo Boots, joins KRLD's David Johnson in this episode of CEO Spotlight.

In this episode of "The Exit Is Now" podcast, host Scott Snider sits down with Mike Berlin to dive deep into his remarkable exit journey as a business owner. They explore the pivotal moments that shaped Mike's decision to transition, the challenges he faced, and the strategies he used to ensure a successful exit. Mike shares insights into the emotional and practical aspects of stepping away from the business he built, offering listeners valuable lessons on planning, navigating uncertainty, and aligning personal and financial goals.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.

I'm joined by Jordan Mix, Operating Partner at Late Checkout, to discuss how to build swipe files and how to remix successful strategies. Jordan breaks down why these marketing funnels work and the anatomy of a successful funnel. Episode Timestamps: 00:00 Intro01:27 Why build Swipe Files04:00 Example 1: Tweets08:40 Example 2: DTC Product 12:10 Example 3: Thumbnails14:47 Example 4: Landing Page18:46 The Anatomy of a Funnel22:22 Example 5: Email Followup 26:13 Example 6: Digital Lead Magnet28:57 Example 7: IRL Lead Magnet30:26 Creating a Got Got Swipe File31:14 Innovating on Pricing31:33 Micro SaaS idea: AI Agent Funnel Scraper 1) We see 4,000-10,000 ads daily. Turn that consumption into creation with a swipe file.The best way to learn how to sell? Study how YOU got sold.Create a "got got" file - save anything that makes you take action (click, share, buy).2) Use My Mind to easily save & organize inspiration:• Chrome extension for quick saves• Tag system for easy retrieval• Serendipity feature to surface random inspoBeats bookmarking tweets you'll never see again!3) Look for pattern interrupts & scroll-stoppers.Example: Not Fried chicken ice cream Lessons:• Combine unexpected elements• Use high contrast visuals• Mix hot & cold conceptsApply this thinking to your digital products!4) Anatomy of a killer funnel:• Top: Free value (content, lead magnets)• Middle: Nurture (email sequences, surveys)• Bottom: Convert (calls, buy buttons)Key: Top should be ALL about THEM. Only talk about yourself at the bottom.5) IRL to URL: Don't forget offline lead gen!Tiago Forte's "Building a Second Brain" book:• Bonus chapter accessed via URL in book• Segments readers for targeted offersThink: How can you bridge physical & digital worlds?6) Innovation isn't just about product. Consider:• Marketing innovation• Pricing model innovationExample: Sublime app's "pay what you want" modelCould this work for your biz?7) Micro SaaS idea: AI Agent Funnel Scraper Automatically collect & analyze:• Email sequences• Sales funnels• Marketing tacticsBuild a searchable database of winning strategies to remix!8) Remember: Everyone's seeing "cool stuff" daily. You just need to train yourself to notice & capture it.Want more free ideas? I collect the best ideas from the pod and give them to you for free in a database. Most of them cost $0 to start (my fav)Get access: https://www.gregisenberg.com/30startupideas Work with me and my team: LCA — world's best product design firm to build apps, websites and brands people love. https://latecheckout.agency/BoringAds — ads agency that will build you profitable ad campaigns http://boringads.com/BoringMarketing — SEO agency and tools to get your organic customers http://boringmarketing.com/Community Empire - a membership for builders who want to build cash-flowing businesses http://communityempire.co/FIND ME ON SOCIALX/Twitter: https://twitter.com/gregisenbergInstagram: https://instagram.com/gregisenberg/LinkedIn: https://www.linkedin.com/in/gisenberg/FIND JORDAN ON SOCIALX/Twitter: https://x.com/jrdnmix

Lisa Su has transformed AMD into a global leader in AI and high-performance computing.In this episode of the AI Revolution (AIR) series , Bob Swan, a16z Operating Partner and former CEO of Intel, sits down with Lisa Su, CEO of AMD, to discuss how her leadership has propelled AMD's growth and positioned the company at the forefront of AI innovation.They explore AMD's pivotal role in democratizing the benefits of gen AI, the evolution of AI computing, and the importance of open ecosystems and partnerships in driving technological breakthroughs.Resources: Find Lisa on X: https://x.com/lisasuFind Bob on X: https://x.com/bobswanStay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.