Podcasts about proforma

Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.A video of this podcast is available on YouTube, Spotify, or PwC's website at viewpoint.pwc.comWe continue our video podcast miniseries focused on SEC reporting, helping you stay current on the evolving SEC landscape while taking a “back to basics” look at key reporting areas.In today's episode, we discuss pro forma financial information. We break down when and why pro formas are required under SEC rules, and we discuss key considerations on preparation and presentation; we also share common pitfalls. Whether you're dealing with an acquisition, divestiture, or capital raise, this episode brings you key insights to help you navigate the requirements for pro forma financial information. In this episode, we discuss: 1:40 – Types of transactions that typically require SEC pro forma financial information 7:02 – “Significance” and when it triggers pro forma reporting requirements 10:22 – Types of filings in which pro forma financial information may be included 11:52 – Pro forma financial information reporting requirements12:18 – Reporting periods required 15:30 – Form and content of reporting 24:10 – Types of pro forma adjustments (i.e., transaction accounting, autonomous entity adjustment, management adjustment) 36:06 – Prohibitions on the presentation of pro forma financial information 38:25 – Other reminders, including treatment of multiple transactions and tax effects In case you missed it – check out the other episodes in this video podcast miniseries: Inside SEC reporting: Capital formation  Inside SEC reporting: Acquisitions and divestitures Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter for the latest thought leadership.About our guest Scott Feely is a partner in PwC's National Office. He has over 30 years of experience supporting clients as they address the SEC and financial reporting implications of their capital markets and merger and acquisition-related activities. About our guest host Kyle Moffatt is PwC's Professional Practice leader, leading a team responsible for working with standard setters and regulators as well as delivering brand-defining thought leadership and educational materials. He also consults with engagement teams and audit clients on SEC reporting matters. Before PwC, Kyle spent almost 20 years with the SEC, most recently as Chief Accountant and Disclosure Program Director in the Division of Corporation Finance. Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com

Deze week in Pro Forma bespreken Wouter & Christian de rechtszaak tegen producer en hiphop-artiest Sean Combs, oftewel P Diddy. Hij staat in New York terecht voor mensenhandel, mishandeling, seksueel misbruik en afpersing. Met name de bekende White Parties, oftewel “freak-offs”: dagenlange seksfeesten spelen in deze zaak en grote rol. Ze bellen met een verslaggever Jermaine Ellenkamp van RTL Boulevard die de rechtszaak live volgt in New York, bespreken hoe de zaak aan het licht is gekomen en wat er nou écht op tafel ligt tegen Combs.

Ali B. stond voor de rechter, want het hoger beroep in zijn strafzaak ging van start. Eerder werd hij veroordeeld tot 2 jaar cel wegens verkrachting en poging tot verkrachting. Wat kunnen we verwachten van deze strafzaak en de andere The Voice-strafzaken? En waarom staat er zo veel druk op strafzaken als BN' ers voor de rechter moeten verschijnen?

A due anni dall'insediamento del governo Meloni, l'Italia ha assistito a una serie di riforme che hanno inciso profondamente su vari settori, tra cui giustizia, sicurezza e autonomia regionale. Queste iniziative legislative hanno suscitato dibattiti accesi riguardo al loro impatto sulla struttura istituzionale e sui diritti fondamentali dei cittadini. Ne hanno parlato al Festival Internazionale del Giornalismo Dino Amenduni, comunicatore politico e pianificatore strategico presso l'agenzia Proforma; Vitalba Azzollini, giurista e membro del Comitato Scientifico del Policy Observatory della Luiss; Adriano Biondi, condirettore e caporedattore dell'area politica di Fanpage.it; e Annalisa Cuzzocrea, già vicedirettrice de La Stampa, oggi firma di Repubblica. Regia: VudioBrano musicale: Propaganda - Fabri Fibra, Colapesce, Dimartino

Mentre a Washington il presidente Donald Trump incontra la premier Giorgia Meloni per discutere dei dazi imposti e poi sospesi all'Unione Europea, il presidente Emmanuel Macron incontra all'Eliseo il segretario di Stato americano Marco Rubio e l'inviato speciale di Trump, Steve Witkoff. Al centro dei colloqui tra Stati Uniti e Francia figura la guerra in Ucraina. Ne parliamo con Giovanni Legorano, giornalista, ex corrispondente del WSJ dall'Italia, lavora per “Time” da Roma, Dino Amenduni, esperto in comunicazione politica e socio di Proforma, e Danilo Ceccarelli, collaboratore di Radio24 a Parigi.

Samen met strafadvocaat Ayse Çimen nemen Wouter & Christian je mee door het vonnis van de rechtbank Leuven die deze week een Belgische student gynaecologie veroordeelde voor verkrachting van een medestudent.

Today Jason wants you to understand that "regression to replacement cost" and Land to Improvement (LTI) ratios is crucial for real estate investors. This concept involves separating property value into land and improvement (buildings) components to assess risk and appreciation. High land value markets are riskier due to cyclical volatility. Replacement cost analysis, comparing property price to construction costs, reveals potential gains. Investors should focus on cash flow, not just appreciation, and recognize the impact of land value on tax benefits. Analyzing property performance using tools like the Hartman Risk Evaluator improves investment decisions. #RealEstateInvesting #PropertyInvestment #LTIratio #RegressionToReplacementCost #RealEstateRisk #CashFlowInvesting #PropertyAnalysis #InvestmentStrategy #RealEstateEducation #FinancialFreedom Key Takeaways: Jason's introduction 1:28 https://empoweredinvestorlive.com is only a few days away! 1:46 Regression to replacement cost 2:29 Real estate pro Bill Allen and the current housing market 4:26 "A buyer in every market" 6:36 Where are we headed this year https://www.7figureflipping.com/ Jason on Regression to replacement cost 8:43 An NAHB article 15:22 Birmingham property: Land value vs. the "improvement" on the land 26:09 For the those who like to gamble 27:26 Projected ROI on the Birmingham property 28:38 Go to https://www.jasonhartman.com/ and watch "How to Read a Pro Forma" 29:24 Love us or hate us, please write a review of the show!   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

FF: How Pro Forma's Lie Before you even look at a property to buy, you need to look at the numbers. Sellers, and real estate agents frequently exaggerate the amount of rent you can collect and underestimate the expenses of investment property. Small changes on these numbers can add up to BIG losses. Make sure you verify all income & expenses with unbiased sources. Look at past years taxes or even checking account statements. Learn to evaluate the real numbers before you lose hundreds of thousands of dollars over-paying for an apartment building. Ultimate Evaluator Packet www.RealPowerFamily.com 833-Be-Do-Have (833-233-6428)

Tuesday, March 4, 2025Sliced: Pro Forma Tools 101In this edition of Sliced, we offer a 101 on Pro Forma Tools - a suite of key financial tools that could help scale climate finance to much needed projects and sectors. Used in other industries such as renewable energy, pro forma tools can help de-risk investments, standardize projections, and boost investor confidence. Now, it's time to apply them to carbon markets, forestry, and climate-smart agriculture to unlock climate finance for urgent solutions.--Sliced is a weekly short-form dispatch released every Tuesday that features original thought pieces from our team members with the goal of slicing apart the various complex aspects of climate finance. If you want to check out the written version of Sliced, click here. And if you want to receive Sliced to your inbox, click ⁠here⁠. Sliced is produced by ⁠Gordian Knot Strategies⁠. It is written, narrated, and edited by ⁠Jay Tipton⁠. Visit us at www.gordianknotstrategies.com. Music is by ⁠Coma-Media.

Wouter en Christian zijn terug met een gloednieuw seizoen Pro Forma! In deze eerste aflevering van het nieuwe seizoen in samenwerking met BNR gaat het over de rechtsstaat. Want volgens de togadriehoek van Amsterdam - de rechtbankpresident, de hoofdofficier van justitie en de deken van de orde van advocaten - wordt die rechtsstaat bedreigd. Daarom slaan ze deze week alarm in de Telegraaf. Online worden togadragers bedreigd en geïntimideerd en ook politici leveren openlijk kritiek op uitspraken van rechters. En zoals altijd bespreken Wouter & Christian hun eigen werkweek en sluiten ze af met de verjaardagsvraag. Artikel Telegraaf: https://www.telegraaf.nl/watuzegt/1309152849/wij-zoeken-niet-snel-publiciteit-maar-togadragers-worden-bedreigd-en-rechterlijke-uitspraken-afgedaan-als-maar-een-mening Uitspraak bestuursrechter: https://uitspraken.rechtspraak.nl/details?id=ECLI:NL:RBDHA:2025:2566 Over de makers Wouter Laumans is misdaadjournalist bij Het Parool. Je kent hem waarschijnlijk als auteur van de bestseller ‘Mocro Maffia’ uit 2014. In 2019 verscheen het vervolg op dit boek: ‘Wraak’. In het verleden schreef Laumans voor NRC, Panorama en Nieuwe Revu. Christian Flokstra is in 2008 in de advocatuur begonnen nadat hij eerst een jaar als docent en onderzoeker aan de Vrije Universiteit verbonden was. Flokstra was als strafrechtadvocaat onder meer betrokken bij grote strafzaken tegen de georganiseerde misdaad, zoals Passage, Marengo en Eris. Iedere zondag een nieuwe aflevering. Geproduceerd door: Corti Media https://www.instagram.com/proformapodcast/See omnystudio.com/listener for privacy information.

Wouter en Christian zijn terug met een gloednieuw seizoen Pro Forma! In deze eerste aflevering van het nieuwe seizoen in samenwerking met BNR gaat het over de rechtsstaat. Want volgens de togadriehoek van Amsterdam - de rechtbankpresident, de hoofdofficier van justitie en de deken van de orde van advocaten - wordt die rechtsstaat bedreigd. Daarom slaan ze deze week alarm in de Telegraaf. Online worden togadragers bedreigd en geïntimideerd en ook politici leveren openlijk kritiek op uitspraken van rechters.

Contrarietà o entusiasmo. Sicuramente, stupore. Da quando si è insediato alla Casa Bianca, Donald Trump ci ha abituato a frasi spiazzanti, a parole che disorientano. Ma quante di queste dichiarazioni sono o possono diventare realtà? Ne parliamo con Dino Amenduni, esperto di comunicazione politica, socio di Proforma, e con Elisabetta Vezzosi, professoressa di Storia degli Stati Uniti d’America all’Università di Trieste.

Pro Forma is dé actuele podcast over strafrecht, media en politiek. Iedere week geven strafpleiter Christian Flokstra en misdaadjournalist, bekend van de podcast Napleiten, onomwonden commentaar en duiding bij lopende strafzaken, mediaperikelen en politieke kwesties. Af en toe schuift een deskundige gast aan die vanuit zijn of haar expertise meer vertelt over het onderwerp van de week. Daarnaast bespreken Wouter en Christian hun (werk)week en sluiten ze elke aflevering af met het beantwoorden van een ‘verjaardagsvraag’ van een luisteraar. Heb jij een vraag? Stuur ‘m in via social media (@proformapodcast) of mail naar proforma@bnr.nl Pro Forma: wekelijks op BNR Nieuwsradio op zondag tussen 12:00-13:00 uur. Over de makers: Wouter Laumans is misdaadjournalist bij Het Parool. Je kent hem waarschijnlijk als auteur van de bestseller 'Mocro Maffia' uit 2014. In 2019 verscheen het vervolg op dit boek: 'Wraak'. In het verleden schreef Laumans voor NRC, Panorama en Nieuwe Revu. Christian Flokstra is in 2008 in de advocatuur begonnen nadat hij eerst een jaar als docent en onderzoeker aan de Vrije Universiteit Amsterdam verbonden was. Flokstra was als strafpleiter onder meer betrokken bij grote strafzaken als Passage, Marengo en Eris. See omnystudio.com/listener for privacy information.

Today's episode is from Mobile Home Park #60. Charles and I will discuss mistake #15 from our popular eBook, “The 21 Biggest Mistakes Investors Make When purchasing their First Mobile Home Park…and how to avoid them.”  There are times when using the owner's expenses can work in your favor and there are times where it can work against you. As with any business venture, there are certain expenses you have to take into account. Virtually every property we have pursued has had some of their expenses under reported or completely left off of the profit and loss statements. So how do you determine what you are buying and what the appropriate operating expenses should be?  Typically, we will start out assuming that any park the pays for water/sewer or has private utilities will have an expense load close to 45-55%. If the park is on city water/sewer and the residents are billed for the usage, we typically assume an expense load closer to 30-35%. This is usually a good rule of thumb on the “eye ball” test but each deal will require you to put a microscope on each expense in order to get a truly realistic budget.   Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast. Learn more about Kevin's investment company and opportunities for Lifetime Cashflow at sunrisecapitalinvestors.com.

Convergence Corner: How One Proforma Owner Saw the Value in Print and Promo Together From the Start by ASI

Jason shares his experiences from a recent trip to Dubai, including his observations on the real estate market and the impact of the Ukraine war. He also discussed his evolving perspective on the war, the potential threat of the BRICS Alliance to the US dollar, and the benefits of cost segregation. Lastly, he presented a property in Nashville, highlighting its potential tax savings and return on investment. #Dubai #RealEstate #UkraineWar #BIDENAdministration #BRICS #USDollar #TrumpTariffs #Inflation #CostSegregation #NashvilleRealEstate #InvestmentProperty #PortfolioMakeover Key Takeaways: 1:32 Dubai, a very cyclical market 4:34 Dollar, Trump and Tariffs 11:52 Wednesday Cost Segregation Masterclass 12:51 Nashville suburb Proforma 15:29 BlogPost: Navigating Market Analysis and Forecasts Data to Hold the Strategic Decision Making Join the Empowered Investor's FREE Cost Segregation Masterclass. JasonHartman.com/Wednesday   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com    

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com   Join Tim Tebow, LIVE and in-person at Clay Clark's December 5th & 6th 2024 Thrivetime Show  Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com  **Request Tickets Via Text At (918) 851-0102   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/  

Aimee Lucido is both a children's author -- check out "Pasta Pasta Lotsa Pasta" - and cruciverbalist - check out today's excellent example. This crossword was not hugely difficult, but it was hugely entertaining, as we explain, in detail, in today's episode.Show note imagery: HIGHFIDELITY, by Nick HornbyWe love feedback! Send us a text...Contact Info:We love listener mail! Drop us a line, crosswordpodcast@icloud.com.Also, we're on FaceBook, so feel free to drop by there and strike up a conversation!

In episode 505 of Delivering #MarketingJoy, Meg Erber joins us to talk about her new role at Proforma, how to build a personal brand that you are proud of, and advice for success in any role! Watch now!

Dive into real estate investment techniques with Ryan and Jon in our latest podcast episode. We'll break down: - Why understanding and running a pro forma is essential for every real estate deal - Key indicators to know your market and assess its conditions - Three critical tests to ensure a profitable investment and avoid losses - Importance of incorporating all expenses, including management fees, into your calculations - Real-life examples and tips on making your investment work for you Follow Ryan online: https://www.instagram.com/learnlikeacpa/ Timestamps: 00:00 Intro 03:29 How real estate builds wealth and values time 08:12 Navigating property taxes and cost segregation in real estate 10:04 What to consider about HOA rules before investing 14:42 Aiming for 15% profit: analyzing expenses 16:50 Three steps to quickly assess deal viability 20:43 Understanding author's intent and closing costs 26:03 Maximizing cash on cash return through loans 28:19 Send your pro forma questions via email Join my Facebook group, Tax Strategies for Real Estate Investors, and become part of a community with 5000+ high-level real estate investors ► Join here: https://www.facebook.com/groups/taxstrategyforinvestors Interested in working with me? Apply here: ► https://learnlikeacpa.mykajabi.com/Application Let's connect! ► Instagram: https://www.instagram.com/learnlikeacpa ► LinkedIn: www.linkedin.com/in/learnlikeacpa ► Twitter: https://twitter.com/LearnLikeaCPA ► Facebook: https://www.facebook.com/learnlikeacpa ► Tiktok: https://www.tiktok.com/@learnlikeacpa *None of this is meant to be specific investment advice, it's for entertainment purposes only.

Learn More About Attending the Highest Rated and Most Reviewed Business Workshops On the Planet Hosted by Clay Clark In Tulsa, Oklahoma HERE: https://www.thrivetimeshow.com/business-conferences/ See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com) Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Actual Client Success Stories from Real Clay Clark Clients Today HERE: https://www.thrivetimeshow.com/testimonials/ See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/

Wade Myers is looking for entrepreneurs who are solving some of the world's toughest challenges. He is the CEO of Eagle Venture Fund, a venture studio and investment firm, and they focus on opportunities that will positively impact other people. He sees innovation to tackle tough problems, like creating economic opportunities for entrepreneurs, fighting against human trafficking, and broadening healthcare access. Eagle Ventures is also innovating tools to support founders, through their Pro Forma pitch competition which allows founders to use their proprietary software to help entreprneurs and investors alike. Learn more about Eagle Ventures at https://www.eagleventurefund.com/ Learn more about HSC Next at https://www.hscnext.com

Le elezioni europee del 2024 hanno sostanzialmente confermato i rapporti di forza che abbiamo visto al Parlamento Europeo negli ultimi cinque anni. I gruppi del Partito Popolare Europeo, del Partito Socialista Europeo e i liberali di Renew Europe possono infatti costituire una maggioranza autonoma esattamente com'era accaduto cinque anni fa. La destra non sfonda, i verdi arretrano, il gruppo dei "non affiliati" si mantiene molto cospicuo (ne fanno parte al momento tanto il partito di Orban in Ungheria quanto il MoVimento5Stelle). A risultati acquisiti, e con la consapevolezza che i tempi della politica europea sanno essere, a volte, straordinariamente compassati, possiamo oggi provare a fare qualche previsione su ciò che succederà nei prossimi mesi, a partire dalla politica italiana. Ne parliamo come sempre con il nostro Dino Amenduni (socio e consulente politico dell'agenzia di comunicazione Proforma, coinvolto nella campagna elettorale dell'ex sindaco di Bari, Antonio De Caro) in questa nuova tappa del nostro viaggio nella politica italiana. Regia: Vudio Intro brano musicale: Propaganda - Fabri Fibra, Colapesce, Dimartino

Thanks to our Partners, NAPA TRACS, AutoFix Auto Shop Coaching, and Today's Class Join a discussion with multi-shop operators Dwayne Myers and Rick Levitan, as well as CPA Hunt Demarest, on the intricacies of purchasing a business. They cover the necessity of due diligence, understanding financials, and the emotional aspects of negotiation. The panel shares personal experiences, highlighting the importance of realistic financial projections, environmental assessments, and the role of goodwill in valuations. They advise on building strong banking relationships, scrutinizing financial statements, and respecting sellers' emotional ties, emphasizing patience and strategy for successful acquisitions in the automotive industry. Hunt Demarest, CPA, Paar Mellis and Associates, Business by the Numbers Podcast Dwayne Myers, Dynamic Automotive, 6 locations, Maryland. Dwayne's previous episodes HERE. Rick Levitan, Managing Director, Auto Stream Car Care, MD. Show Notes Real Estate Strategies with Rick Levitan [AW 170]: https://remarkableresults.biz/remarkable-results-radio-podcast/aw170/ The challenges of obtaining accurate financials (00:02:03) Discussion on the challenges of obtaining accurate financials when buying a business. The importance of common sense in business acquisitions (00:06:30) The panel discusses the importance of using common sense and avoiding emotional attachment when considering a business acquisition. Legal and financial considerations in business acquisitions (00:08:24) The panel discusses legal and financial considerations, including the importance of asset purchase, non-compete agreements, and the quality of real estate. Financing Considerations (00:18:13) Discussion on the critical role of financing in business acquisitions and the advantages of using banks or owner financing. Bank Relationships (00:19:09) Importance of building a relationship with a bank and leveraging the bank's confidence in the buyer's ability to expand. Financial Statement Analysis (00:20:27) Importance of thoroughly analyzing financial statements, including understanding expenses and discretionary non-recurring expenses. Negotiating the Deal (00:22:24) Strategies for negotiating the price and terms of the acquisition, including considering the concerns of the seller and assessing the facility's assets. On-Site Q&A (00:23:31) The checklist and tactics for conducting a site visit to assess a potential acquisition, including evaluating equipment, employees, and the owner's future plans. Pro Forma and Business Plan (00:25:23) The necessity of creating a pro forma and business plan for the bank, including the importance of conservative projections and understanding the return on investment. Challenges of Multi-Shop Expansion (00:30:34) Discussion on the challenges and missteps often encountered by individuals expanding into multi-shop operations, emphasizing the need for patience and learning from experiences. Gas Station Red Flags (00:32:41) The importance of environmental assessments.

In this episode, we pull back the curtain on real estate proformas, exposing the tricks and tactics some use to make deals seem better than they are. We highlight the importance of transparency and accuracy in financial presentations and provide practical tips to help you navigate the real estate market with confidence. Tune in for you to spot red flags and make smarter investment decisions.   WHAT YOU'LL LEARN FROM THIS EPISODE   How to identify and understand creative displays of information in real estate proformas Ways of deceptively displaying taxes, management fees, and interest rates Benefits of asking the right questions to ensure accurate financial information Difference between gross and net revenue in real estate coaching claims The significance of transparency in property management fees and cash flow calculations   CONNECT WITH US: If you need help with anything in real estate, please email invest@rpcinvest.com  Reach Ron: RP Capital Leave podcast reviews and topic suggestions: iTunes Subscribe and get additional info: Get Real Estate Success Facebook Group: Cash Flow Property Facebook Community Get the latest trends and insights: RP Capital Newsletter

Pamela Currie & Shari Currie Skjoldager (A.K.A: The Franchise Sisters) are the Hosts of the Franchise Business Radio show and operate the consulting firm Franchise Intellect. Franchise Intellect specializes in helping aspiring entrepreneurs navigate the franchise selection process, achieve financial independence and dodge costly errors when investing in a franchise. Check Out:  www.FranchiseIntellect.com to schedule a complimentary consultation call. On this episode of Franchise Business Radio, we have a recurring guest, John Quattrocchi, better known as John Q, who will be sharing knowledge on a very important aspect of business ownership and that is… Financial Management and the taboo topic of Tax Audits. John Quattrocchi's Contact Information: Corporate Financial Options LLC Website: cfoatl.com Email: johnq@johnqcpa.com Phone: 770-395-0223 (Work) Podcasts Topics: *Tax Audits. What makes you vulnerable to tax audits and more, if you are not properly managing your business finances? *Low Profits. When does it make sense to minimize your profits? What about when you are ready to sell that business asset? *Your Business Structure. Explain LLC, S-Corp, etc. *Building a Proforma. Please give a simple overview. *What does it mean when a Zor says that you break even in 5-6 months? Or start cash flowing in 5-6 months? *The term ROI (Return on Investment) is thrown out there a lot. What are we really talking about when we say ROI. *Another common acronym: EBITDA? What is the difference between EBITDA vs Net Profit? *Once you become a business owner, your household revenue shifts and you are able to receive Biz Owner Benefits. Talk to us about that. *What are some classic Tax Write Offs or Tax Protections. *Scalability. How does a business owner leverage their first franchise unit into a 2nd or 3rd unit? Interested in becoming a Franchise Owner? As Certified Franchise Consultants, Shari (left) and Pam (right) help aspiring entrepreneurs make an educated decision when selecting a franchise. Contact us at FranchiseIntellect@gmail.com and let us… **Minimize your risk & maximize your certainty on selecting the right franchise for you. **Save you time and money with our streamlined methodology. **Investigate before you invest by equipping you with due diligence tools to vet the business opportunity. **Implement a wise funding strategy with our funding specialists partners. **Make an informed decision that dodges costly errors with no cost to you. To learn more about Franchise Intellect's complimentary services or becoming a guest on the Franchise Business Radio show simply contact Pam. – Pam@FranchiseIntellect.com or call Pam at 847-970-8765 The Franchise Business Radio show is a platform to bring together business professionals to connect, educate and collaborate to serve the franchise community and those considering franchise ownership.   

Send us a Text Message.Today, I've got a special treat for you as I have the pleasure of sitting down with two BADASS women who are making big waves in the merch industry.First up, we have Charity Gibson -  the energetic and innovative new Chief Marketing Officer at Proforma. Charity has been a vibrant force in the industry, known for her creative strategies and dynamic leadership style.Joining her is Johanna Gotlieb, the newly appointed Vice President of Business Development at Genumark. Johanna's expertise in building relationships and her strategic vision have significantly propelled companies forward, making her a leading authority in the field.In this episode, we're chatting about a topic that's on the minds of many leaders today — how to attract top talent. In an era where job changes are frequent and the competition for exceptional team members is fierce, Charity and Johanna will share their insights on what makes a brand irresistible to potential candidates.So, whether you're a startup looking to build your team or an established brand aiming to keep your star players, you'll want to lean in and listen to the powerful strategies these two leaders have to offer.Thanks for listening! If you enjoyed this episode, please leave a 5-star rating along with a brief review. And don't forget to order your BADASS T-shirt on my website - brandingmatters.caAbout MeHey there, I'm Joelly - the Branding Badass. My badass superpower is helping you build a brand that matters. From branded merch to brand consulting, when you work with me, you get results! Need help creating brand awareness? Learn more here BADASS MERCH Let's stay connected!instagram - @Branding_BadasslinkedIn - Joelly Goodsonwebsite - BrandingMatters.caemail - jgoodson@genumark.com

From the comfort of a predictable accounting job to the rollercoaster world of entrepreneurship, Greg Muzzillo's tale is nothing short of extraordinary. This episode peels back the layers of his audacious shift to founding Proforma, revealing the trials and triumphs that have shaped his business acumen. Discover how Greg transformed a straightforward business model into a thriving empire, and how the adoption of a present-focused philosophy has been instrumental in both his personal and professional life.Pointing the spotlight on growth and leadership, we get an intimate look at Greg's strategic approach to expanding Proforma and transitioning from hands-on roles to visionary leadership. The narrative is enriched by the candid discussion of family dynamics within the business, as Greg and his wife share the delicate balance of partnership and delegation. For entrepreneurs grappling with similar challenges, this is a masterclass in team empowerment and the art of letting go.Rounding off our enriching dialogue, Greg shares the importance of mentorship, the decision-making behind relocating to Tampa for its dynamic lifestyle, and the creative journey of transforming his written insights into published wisdom. Join us for a deep dive into the mantra of living each day as a business owner, not just an employee, and how such a mindset can forge a path to legacy and success. If Greg's story has ignited your curiosity, he leaves us with ways to keep the conversation alive and connect with him online.0:00 Successful Business With Greg Muzzillo10:11 Entrepreneurial Success and Delegating Control15:13 Franchising Business and Family Dynamics29:12 Entrepreneurial Mentoring and Growth35:58 Family, Business, and Book Writing40:48 Mastering the Business Owner Mindset45:40 Finding Greg Muzzillo OnlineHow to Reach Greg:Proforma: https://www.proforma.com/greg-muzzillo.htmlProforma Franchise: https://proformafranchise.com/How to Reach Linkedin: https://www.linkedin.com/in/greg-muzzillo-ba51ba2/ To Reach Jordan:Email: Jordan@Edwards.Consulting Youtube:https://www.youtube.com/channel/UC9ejFXH1_BjdnxG4J8u93Zw Facebook: https://www.facebook.com/jordan.edwards.7503 Instagram: https://www.instagram.com/jordanfedwards/ Linkedin: https://www.linkedin.com/in/jordanedwards5/ Hope you find value in this. If so please provide a 5-star and drop a review.Complimentary Edwards Consulting Session: https://calendly.com/jordan-555/intro-call

As a leader, you know you need to make wise and efficient financial decisions. But you can also make a real impact in other peoples' lives by helping them learn to be smarter with their own hard-earned money. In this episode, we'll help you better understand investing and building wealth, so you and your team can live your fullest lives. This information is so important for a well-rounded leader. Fun fact: The average millionaire in the U.S. spends 8 hours a month analyzing their net worth, bank statements, assets and liabilities, etc. Financial literacy is absolutely worth the effort. Take the First Step: I highly recommend a Profit & Loss Statement and a Pro Forma sheet as the first steps toward financial literacy. If you're interested in one or both of these tools, send me an email at jon@getforwardfocused.com and we'll get you a copy. ___ Chapter Breakdown: 00:00 - Intro 2:55 - Hypothetical Financial Situation 05:06 - Time - Your Most Important Asset 05:41 - Cash on Cash Return 06:48 - Return on Investment 07:53 - Understanding Passive Income 8:18 - Savings Account 09:17 - Award Certificate of Deposits 10:40 - Money Market Account 12:04 - Credit Union vs Bank 13:22 - Securities 15:46 - Profit & Loss and Pro Forma Sheet 16:46 - Money Isn't Good or Bad 19:04 - Outro __ Follow us on ⁠Facebook⁠ --- www.facebook.com/getforwardfocused Connect with us on ⁠Instagram⁠ --- www.instagram.com/getforwardfocused Subscribe on ⁠YouTube ⁠--- www.youtube.com/@getforwardfocused --- Send in a voice message: https://podcasters.spotify.com/pod/show/get-forward-focused/message

Buying on what could be vs buying on what is - which is best? Certainly, you want to get the best deal possible, but in business and investments, we always want to look at the upside potential. In today's episode, Todd discusses the idea of buying on pro forma, and when it's ok to use future growth potential to determine value, and when you should avoid doing so. Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus on business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers, and coaches. YouTube: www.youtube.com/c/PillarsOfWealthCreation Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Listen to the audio version on your favorite podcast host: SoundCloud: https://soundcloud.com/user-650270376 Apple Podcasts: https://podcasts.apple.com/.../pillars-of.../id1296372835... Google Podcasts: https://podcasts.google.com/.../aHR0cHM6Ly9mZWVkcy5zb3VuZ... iHeart Radio: https://www.iheart.com/.../pillars-of-wealth-creation.../ CastBox: https://castbox.fm/.../Pillars-Of-Wealth-Creation... Spotify: https://open.spotify.com/show/0FmGSJe9fzSOhQiFROc2O0 Pandora: https://pandora.app.link/YUP21NxF3kb Amazon/Audible: https://music.amazon.com/.../f6cf3e11-3ffa-450b-ac8c...

NotiMundo al Día - Mauricio Pozo, Proforma 2024 y Alza Del IVA by FM Mundo 98.1

Learn More About Attending the Highest Rated and Most Reviewed Business Workshops On the Planet Hosted by Clay Clark In Tulsa, Oklahoma HERE: https://www.thrivetimeshow.com/business-conferences/   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/   Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com)   Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Actual Client Success Stories from Real Clay Clark Clients Today HERE: https://www.thrivetimeshow.com/testimonials/   See Thousands of Case Studies Today HERE:  www.thrivetimeshow.com/does-it-work/  

Learn More About Attending the Highest Rated and Most Reviewed Business Workshops On the Planet Hosted by Clay Clark In Tulsa, Oklahoma HERE: https://www.thrivetimeshow.com/business-conferences/   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/   Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com)   Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Actual Client Success Stories from Real Clay Clark Clients Today HERE: https://www.thrivetimeshow.com/testimonials/   See Thousands of Case Studies Today HERE:  www.thrivetimeshow.com/does-it-work/  

Join host Alex Mahaz as he delves into the inspiring journey of Greg, the mastermind behind Proforma, a company that defied all odds, starting with just $200 and scaling it to an astonishing $650 million empire. In this episode of the Scaling Secrets podcast, Greg shares invaluable insights into entrepreneurship, How to Turn $200 into $650 Million. Discussing key strategies employed in the early days, challenges faced in franchising, and the importance of a million-dollar mindset. Discover the power of the Law of Attraction, the significance of customer focus, and the keys to building high-performing teams. With a focus on empowering success, Greg unveils exciting plans for the future, including Proforma's innovative affiliate program. Tune in for a dose of inspiration and actionable tips to fuel your entrepreneurial journey.

NotiMundo al Día - Juan Carlos Díaz Granados, Propuestas de Reforma a la Proforma 2024 by FM Mundo 98.1

Join us as we dive into the remarkable journey of Greg Muzzillo, the founder of Proforma, a global marketing solutions provider that has been an industry leader since 1978. From humble beginnings with just a $200 investment to leading a $650 million enterprise, Greg shares his insights on building a successful business while maintaining a deep commitment to family, faith, and continuous learning. Discover the secrets behind his million-dollar mindset and how he inspires others to pursue their dreams relentlessly.

StayFi | Use Code BILL to Get 50% Off Your First 3 Months with StayFi! Ready to go from a Good to Great STR Investor? Download the same exact Proforma both Jon “The Bank Whisperer” Hodge and I both use to Underwrite our personal investments and for Rivan Capital group. Free Training included with this free download. Download Here - https://buildstrwealth.com/proforma This episode is Sponsored by MarketMySTR.com the STR Industries #1 marketing platform. In this episode, Bill sits down with Arthur Kolker, founder of StayFi, a company providing solutions for short-term rental hosts to grow their business by building an email list and maximizing guest data. They discuss the importance of guest data, value of Staphy, and other integrations like the homepage, Hostco, and Viator that can generate additional revenue. Arthur also shares insights from his marketing background, the story of StayFi's inception, and how it caters to all sizes of property managers. The usefulness of Staphy for remarketing to guests and the possibilities it holds for future growth are addressed. 00:00 Introduction and Guest Introduction 00:12 The Importance of Marketing Tools in Short Term Rentals 00:43 Meet Arthur Kolker: The Founder of StayFi 01:11 Understanding StayFi and Its Benefits 01:47 The Power of Email List Building 03:21 The Birth of StayFi: Arthur's Journey 05:35 StayFi's Growth and Impact 07:18 StayFi's New Platform: Homepage 11:38 The Value of Email Lists Beyond Email Marketing 13:39 StayFi's Presence in Upcoming Conferences 15:37 Closing Remarks and Appreciation Watch this episode on our YouTube Channel Every Tuesday & Friday https://www.youtube.com/channel/UCnheh3vx0hT5Y7uHWhBs8kA The Free Build STR Wealth Facebook Group: https://www.facebook.com/groups/284886002732508 You can find more of Bill online at: Bill Faeth Linktree: https://linktr.ee/bfaeth?utm_source=linktree_profile_share<sid=660cbc9b-4a7e-4ed9-a654-900180b83af1 Build STR Wealth: https://buildstrwealth.com/ Instagram: @BillFaeth73 Tik Tok: @bfaeth Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the first episode of Coaches Corner - A solo episode series with Coach Brown. We went to Raisefest last week and brought back some knowledge to share with you folks. This week we talk about Neal Bawa, CEO of Grocapitus Investments, and his presentation about Top 10 Irrational Investor Objections... and the truthful response. This is a point by point breakdown and we'd love to hear what you think, whether you agree or disagree with Ian or Bawa.  Ian talks about: High yield savings accounts and long term investing strategies Big slides in M/F valuations in the country vs. Jacksonville The debt cliff and lender appetites as we watch the numbers Conservative pricing and Pro Forma optimism Buying through a smile The benefits of inflation Tell us: what did you think of the new show format? If you enjoyed it, do you mind leaving us a rating and review in Apple Podcasts or telling a friend about the show? Our goal is to be an indispensable resource for commercial, industrial, office, and multifamily investors in greater Jacksonville, Florida. Connect with Ian:  https://investwiththecoach.com/ @yieldcoach on socials Theme music provided by: The Firewater Tent Revival https://open.spotify.com/artist/7rRU3ACLdkUtvkZc3DGbUJ?si=cKiWTd2lQvKFkLiZxffgXA&nd=1&dlsi=ffb0de76e1874912 Link to Neal Bawa's Top Ten Doc https://drive.google.com/file/d/1v9F6dZAv-vTiW_fXyyXkTYbeTyWf71Js/view?usp=sharing --- Send in a voice message: https://podcasters.spotify.com/pod/show/yieldcoach/message

StayFi | Use Code BILL to Get 50% Off Your First 3 Months with StayFi! Ready to go from a Good to Great STR Investor? Download the same exact Proforma both Jon “The Bank Whisperer” Hodge and I both use to Underwrite our personal investments and for Rivan Capital group. Free Training included with this free download. Download Here - https://buildstrwealth.com/proforma This episode is Sponsored by MarketMySTR.com the STR Industries #1 marketing platform. In this episode, Bill Faeth discusses the importance of understanding who the target customers are in the short-term rental business. This includes knowing demographic information such as whether the booking market is male or female-dominated and what cities they are coming from. Bill emphasizes the need to think about who will be renting the property from start to finish and to design and market the property accordingly. Much of the discussion revolves around targeting 'Wealthy Wendy', a persona representing the majority female bookers at his properties. Bill also talks about the amenities and features of a property that can make a significant difference in customer satisfaction, such as comfortable blankets, paper plates, a personalized coffee bar in the master suite and a boot warmer. Apart from physical additions, he also mentions the use of analytics and data to improve service offerings and customer understanding. 00:01 Introduction and Overview 00:15 The Importance of Marketing and Positioning 00:52 The Investment Process and Property Selection 02:24 Understanding Your Ideal Buyer 02:51 Focusing on the Guest Experience 03:09 The Importance of Property Location and Design 03:56 Understanding Your Market and Target Audience 06:42 Creating a Comfortable and Memorable Stay 08:28 The Power of Small Details in Hospitality 13:04 Leveraging Reviews for Continuous Improvement 13:43 Conclusion: The Competitive Advantage of Going the Extra Mile Watch this episode on our YouTube Channel Every Tuesday & Friday https://www.youtube.com/channel/UCnheh3vx0hT5Y7uHWhBs8kA The Free Build STR Wealth Facebook Group: https://www.facebook.com/groups/284886002732508 You can find more of Bill online at: Bill Faeth Linktree: https://linktr.ee/bfaeth?utm_source=linktree_profile_share<sid=660cbc9b-4a7e-4ed9-a654-900180b83af1 Build STR Wealth: https://buildstrwealth.com/ Instagram: @BillFaeth73 Tik Tok: @bfaeth Learn more about your ad choices. Visit megaphone.fm/adchoices

StayFi | Use Code BILL to Get 50% Off Your First 3 Months with StayFi! Ready to go from a Good to Great STR Investor? Download the same exact Proforma both Jon “The Bank Whisperer” Hodge and I both use to Underwrite our personal investments and for Rivan Capital group. Free Training included with this free download. Download Here - https://buildstrwealth.com/proforma This episode is Sponsored by MarketMySTR.com the STR Industries #1 marketing platform. In this episode, Bill Faeth, an experienced real estate entrepreneur, shares key elements necessary for success in short-term rental investments. He stresses treating each property as an individual business and highlights four core components: Market Selection, involving choosing a location, submarket, and property counts; Underwriting, where thorough diligence and periodic cash on equity audits are essential; Marketing, engaging in promotional strategies such as buy-sell-trade groups, and email marketing; and Revenue Management, focusing on strategies like leveraging cancellation policies, optimizing pricing and managing expenses to maximize net income. Bill emphasizes the importance of keeping these elements in balance to transition from being an average to a successful real estate investor. 00:01 Introduction and Background 00:46 The Journey of Real Estate Investment 01:26 The Importance of Experience and Learning in Investment 02:06 The Reality of Real Estate Investment 05:22 The Importance of Market Selection 06:38 The Story of a Successful Investment 06:48 Understanding Sub Markets 12:21 The Importance of Underwriting 22:17 The Role of Marketing in Real Estate Investment 27:15 The Importance of Revenue Management 34:13 Conclusion and Final Thoughts Watch this episode on our YouTube Channel Every Tuesday & Friday https://www.youtube.com/channel/UCnheh3vx0hT5Y7uHWhBs8kA The Free Build STR Wealth Facebook Group: https://www.facebook.com/groups/284886002732508 You can find more of Bill online at: Bill Faeth Linktree: https://linktr.ee/bfaeth?utm_source=linktree_profile_share<sid=660cbc9b-4a7e-4ed9-a654-900180b83af1 Build STR Wealth: https://buildstrwealth.com/ Instagram: @BillFaeth73 Tik Tok: @bfaeth Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Ben Fraser for Part 2 on reviewing underwriting files in 10 minutes or less! Discover shortcuts and guidelines for evaluating multifamily opportunities efficiently. Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thebillionairepodcast.com/subscribe⁠⁠

Ever wondered how to review an underwriting file in 10 minutes or less? Join Ben Fraser as he shares shortcuts and guidelines for evaluating multifamily opportunities. Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thebillionairepodcast.com/subscribe⁠⁠

This week we guide you through a detailed exploration of an exemplary investment property - 600 Pratt Highway in Birmingham, Alabama - a charming residence that epitomizes what our investors can expect from a standard home with Spartan Invest. Nestled in the commuter-friendly suburb of Forestdale, this four-bedroom, two-bath abode boasts a generous one-acre plot and an inviting wrap-around front porch, offering an intimate glimpse into the kind of long-term tenant appeal we strive for in our properties.--To learn more about our full-service turnkey operations, check us out online at www.spartaninvest.comConnect with Spartan!Facebook: @spartaninvestInstagram: @spartaninvestTwitter: @spartaninvestConnect with Lindsay!Facebook: @spartanlindsaydavisInstagram: @spartanlindsaydavis

I'm getting to a point in my coaching career where it can feel like I'm on a carousel. I meet heroic business owners all the time and it can feel like Groundhog Day, which was conveniently last week, as I hear some of the mistakes they are making. Many of them ask, “Thomas where are we at risk?” I figured if I'm having that conversation with several business owners each week, so why not have it with all of you? So thanks so much for joining today, it's Thomas Joyner with Business on Purpose here ready to dive in on the 3 Ways contractors are putting their business at risk. No, I'm not talking about dodging taxes or having poor quality, or failing to build team culture. Although those are important, I want to spend some time on the ones I see most frequently putting businesses at risk across the country. The first one I want to talk about is this…not knowing how expenses affect your bottom line. I've talked about this in the past, but it rears its head all over the place, and here are a few areas I see it.  Firstly, hiring. We look at industry standard instead of what the business can afford. It feels too intimidating to actually build out a Pro Forma and identify what happens to our cash flow when we hire, so we come up with a random number that is in no way based on our business's performance and we decide that we will just have to do more work. How much work? We have no clue, but we'll know it when we see it. If other businesses can afford to pay it, then surely we can too! Sound familiar?  Other areas I see it are in debt payments. We buy a truck or skid steer or scissor lift and don't think through the ramifications of long-term debt payment. Or on the flip side, we need it for a few jobs and we go out and buy one instead of just renting it on the 3 jobs we need it and it really affects our cash position long term. This is KILLING businesses every single day. We don't forecast out our revenue and expenses in any kind of meaningful way, so we have to fly blind and we end up killing our potential profit downstream.  So, what to do about that? Build out a reliable forecast with projected revenue, cost of goods, payroll, nonpayroll expenses, and any other random expenses that will pop up like insurance, tax payments…etc. Build a running tally of projected Net Income and then use those numbers to tweak when adding expenses like hires or equipment purchases. Can you hit your numbers with the new expenses? If not, what does revenue need to be to hit those numbers? Is that realistic? It's a game you have to play where every decision has a reaction. But you, the business owner, need to be on top of it. The second way I see businesses at risk is not giving and writing down crystal clear job roles for their team. It's the area I see things get dropped more than any other. We have 4 people who have overlapping job roles and no understanding of where their responsibilities start and stop. So you, then, end up with 4 people doing things slightly different, or human nature takes over and they let the one person who truly cares handle the most important parts. That person then gets burned out as the weight of the business falls on their shoulders and they leave.  This sound familiar? Absolutely it does! We expect people to know, mainly because we just wish they would take the initiative to figure it out for themselves, we expect people to know what we want them to do! And yet, it rarely works out for the better. We have to build out an Organizational Chart that maps out responsibilities. And maybe it's a great time for you to rebuild job roles to refine your operations instead of lean on the way you have always done it. Maybe it's time to get in a mastermind group or ask a coach to walk alongside you and point out things you don't see because you're stuck in a rut! Once you have the team mapped out, you may need to build a flow chart from Awareness of your business to closed sale and then see what are all of the tasks that need assigning. It takes time, but imagine how much clarity, authority, and purpose it would give your team to know exactly what it will be held responsible for and to be able to compensate on value to the business. Oh, it would be freeing for the whole team! Lastly, I see businesses at risk in the way they don't clearly articulate what will get them to their long-term vision. This may sound complex, but it's not intended to be so. I see businesses chase after deals or projects that they have no reason to chase after because they don't have a clearly identified plan to get to their vision. So they add a massive remodel or a new development, or maybe a completely out-of-the-blue maintenance division just to grow revenue.  It's opportunity-driven, not vision-driven. Months down the road, the lead source dries up or they quickly realize it's not as profitable as they hoped and they are left backtracking to get back to who they were in the first place. It's why we spend so much time on Vision story. We want a bulletproof plan that will lead your business where you want rather than just chasing after any shiny object opportunity that happens to catch your attention and happens to offer the promise of profit. There's so much to think through here, but if you can get laser-focused on what you want to offer from a product and service standpoint, and then stay locked in with that, you stand a much better chance at reaching your vision than allowing every distraction that passes by to knock you off course. I see it every week in the coaching world. Alright so let's recap, write these down, and make sure you aren't suffering from 1 or all of them. Number 1, not knowing how expenses affect your bottom line, Number 2 not giving and writing down crystal clear job roles for their team and number 3, they don't clearly articulate what will get them to their long-term vision Think through those and please, let us know if we can walk alongside you in those. You are not alone! And you're not silly or ineffective as a leader for failing at any one of them! They are tricky and they take work to navigate around and through them.  But the way they set your team up for success when you can effectively manage them, that's running a business you can be proud of. Hope you have a great day!  

Enjoy this conversation with Jason Adams, of Signal Ventures. Jason is a developer, investor, and data analyst who admonishes Excel in favor of much more informative dashboards that drive his decision making. In this episode, we discuss AI, his start flipping homes, building new spec homes, coming out of the GFC, and now buying and developing larger commercial real estate using data for big wins. Connect with Jason:https://www.linkedin.com/in/jason-adams-signalv/https://signalv.com/TakeawaysData analysis is crucial in making informed decisions in real estate.Automating data processes can save time, reduce errors, and improve decision-making.Visualizing data on dashboards can provide valuable insights and facilitate analysis.Incorporating qualitative information is essential in real estate analysis.Automation should be a priority in business to improve efficiency and competitiveness.Chapters00:00Introduction00:32Jason's Background in Real Estate05:06Motivation to Get into Real Estate06:46Dealing with the Great Financial Crisis12:33Lessons Learned from the Great Financial Crisis13:00The Role of Data in Jason's Work16:15Challenges of Data Analysis19:45Automating Data Analysis25:43Visualizing Data on Dashboards29:09Transitioning to Professional Underwriting32:28Incorporating Qualitative Information35:49Consulting Work and Sharing Knowledge37:54The Importance of Automation41:0710x-ing a Part of the Business42:01Best Deal Jason Has Done43:04Worst Deal Jason Has Done45:54Recommended Resource: How to Win Friends and Influence People47:55Connecting with JasonSupport the podcast by making a monthly donation through Patreon. When you contribute, you'll get access to bonus content not available anywhere else. If you enjoyed this episode, you would probably enjoy reading my weekly newsletter. Every Friday, you'll get a behind the scenes look at my investing, including current events in commercial real estate, deals I'm working on, and random personal things going on in my life. It's a super quick read and you can unsubscribe anytime. - Jonathan Subscribe to the newsletter here: www.thesourcecre.com/newsletterEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

In this engaging episode, we sit down with a seasoned commercial real estate broker, Doug Banerjee, to unravel the multifaceted roles they assume within the real estate industry. From the subtle distinctions between a specialist and a generalist to the intricacies of cultivating enduring client relationships, you'll gain profound insights into the dynamic world of brokers.Our guest also compellingly advocates for investing in commercial real estate, underscoring its tax advantages and the potential for asset value appreciation that this investment avenue offers.Shifting our focus, we delve into the current state of the debt market, shedding light on the mounting costs associated with short-term debt and how investors can harness loan constants to regain their positive financial trajectory. Our guest shares invaluable perspectives on the influx of debt funds post-COVID-19, along with expert guidance on effectively conveying a deal's narrative to potential investors.As the episode unfolds, we explore vital considerations for those contemplating commercial real estate investment. These include the pivotal role of location, the significance of the general partner, and the management team's contributions. We also provide an in-depth examination of pro forma budgeting and address common pitfalls to avoid in real estate operations.Towards the episode's conclusion, we engage in a constructive debate about the pros and cons of in-house management versus third-party management for substantial real estate investments. Click on the links below to tune in to the full episodes and enrich your knowledge of the real estate landscape! Invest wisely, and seize the opportunities that this vibrant market offers.https://lifebridgecapital.com/2023/06/13/ws1696-reasons-to-invest-in-commercial-real-estate-today-doug-banerjee/https://lifebridgecapital.com/2023/06/14/ws1697-how-you-can-create-a-successful-pro-forma-in-real-estate-doug-banerjee/VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow

Today's Mobile Home Park Episode is from Episode #60.  Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast. Learn more about Kevin's investment company and opportunities for Lifetime Cashflow at sunrisecapitalinvestors.com.  

Download Gary's 13 Keys to Creating a Multi-Million Dollar Business from ⁠https://www.DitchDiggerCEO.com/⁠ Greg Muzzillo (https://proforma.com/) established Proforma one year after graduating from college in 1978. In 1986, he launched the company's franchising operations which includes over 650 franchise offices worldwide, with revenues over $500 million. In this episode, Gary and Greg discuss: 1. Strategies for Sustainable Franchise Success 2. Tech Solutions for Mom and Pop Businesses 3. Scaling Your Franchise Without Barriers 4. The Real Essence of Franchising 5. The Thrill of Independence and Earnings LinkedIn: https://www.linkedin.com/in/greg-muzzillo-ba51ba2/ Website: https://proforma.com/ Twitter: https://twitter.com/GregMuzzillo YouTube: https://www.youtube.com/@proforma Instagram: https://www.instagram.com/greg.muzzillo/ Connect with Gary Rabine and DDCEO on: Website:⁠ https://www.DitchDiggerCEO.com/ ⁠ Instagram: ⁠https://www.instagram.com/DitchDiggerCEO⁠ TikTok: ⁠https://www.tiktok.com/@ditchdiggerceopodcast ⁠ Facebook: ⁠https://www.facebook.com/DitchDiggerCEO⁠ Twitter: ⁠https://twitter.com/DitchDiggerCEO ⁠ YouTube:⁠ https://www.youtube.com/@ditchdiggerceo⁠

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