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Most owners have never put a number on the business they have spent their life building. This episode puts one there.Jimmy Nicholas and Dustin Burleson take apart what a business is actually worth, what changes that figure, and what an owner can do about it long before a sale is on the table. Jimmy sold his agency to private equity in 2019, and he walks through the parts nobody warned him about. Dustin has bought, sold, and advised on the other side of the table, and he brings the buyer's view of what makes a business worth paying up for.**In this episode:**- Why the consultants Jimmy paid tens of thousands of dollars were wrong about a personality-based business being unsellable- The question that tells you whether you own a business or a high-paying job: if you were gone tomorrow, does it tank in 90 days- **Recastable expenses** and the owner salary add-back, and why the math changes once EBITDA crosses one million dollars- Why recurring revenue commands a different class of multiple, and how consumer brands get valued on revenue rather than earnings- The **Rule of 40**, and the third, third, third formula Jimmy ran as guardrails without knowing it had a name- Dustin's three rules of negotiation: who you are dealing with, never negotiating under duress, and going one year further back in due diligence than you think you need to- Why the best negotiating position is not needing the deal**Timestamps**- 00:00 Intro- 00:18 Why this topic, and the four kinds of owner listening- 02:18 Small business as a wealth generation vehicle- 03:18 Addressing the skeptic: what the consultants got wrong- 08:18 What building it to sell actually changes about running it- 10:18 Exit strategy: why are you getting off the highway- 13:18 The 90 day test- 16:18 Jimmy's 2019 sale, and what the buyer could give his team that he could not- 20:18 EBITDA, recastable expenses, and the owner salary line- 23:18 Multiples by industry, and revenue multiples versus earnings multiples- 26:18 The Powerball whiteboard exercise- 30:18 Creating your own luck, and the room where Jimmy raised his hand- 32:18 Due diligence, and why it is worth going through- 35:18 What a bad negotiation looks like- 40:18 The liability line, and the question Jimmy asked his attorney- 44:18 What each of them wishes they had known- 48:18 The Rule of 40- 54:18 What is coming next month**A note on the numbers.** The multiples in this episode are not one range. Jimmy speaks generally about businesses under one million dollars in EBITDA. Dustin's four, seven, and ten times figures are scoped to orthodontics specifically, and his Uber, Airbnb, and DoorDash figures are multiples of revenue rather than earnings. Know which one applies to you before you anchor on it.**Get the resources.** The valuation worksheet for this episode, along with the full transcript and everything referenced, is at [MomentumInsiders.com](https://momentuminsiders.com). Free to join.**Next month:** owning your assets versus renting them, and the things in your business you may think you own but do not. Get additional resources, scorecards, and working frameworks at WealthyMomentumPodcast.comSubscribe on YouTube: YouTube.com/@WealthyEntrepreneurHQLearn more: WealthyEntrepreneur.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
From time to time, we'll re-air a previous episode of the show that our newer audience may have missed. In this episode, founder Phoebe Tan shares how her background at Amazon and Singapore Airlines led her to build Taelor, a “Netflix for outfits” circular fashion platform focused on busy professional men. She explains Taelor's two-sided model, where subscribers rent curated outfits and partner brands monetize inventory and gain rich feedback to improve product design. The discussion dives into how circular systems transform traditional supply chains, the AI and data challenges of working with 100+ brands and non-standard sizing, and how reverse logistics and operations are built for scale from day one. Phoebe also highlights the power of unbiased customer feedback, why access-over-ownership and personalization will accelerate circular fashion over the next 5–10 years, and how sharing models can extend far beyond apparel into other categories of underutilized goods. Highlights from their conversation include: The Origin Story Behind Taelor and Phoebe's Background (0:29) How Taelor Works as “Netflix For Outfits” for Busy Men (3:21) Rethinking Inventory as Recurring Revenue in Circular Fashion (5:43) Using AI and Data to Solve Sizing and Styling Complexity (8:39) Building Scalable Reverse Logistics and Operations From Day One (11:15) Lessons From Amazon and Singapore Airlines Applied to Taelor (13:32) What Rental and Resale Data Reveal About Consumer Behavior (15:54) Why Access Over Ownership and Personalization Will Dominate (18:07) The Future of Circular Fashion and Taelor's Role in The Ecosystem (20:32) Resource Sharing Beyond Apparel and Rapid-Fire Founder Questions (23:29) Final Thoughts and Takeaways (25:02) Dynamo Ventures is a venture firm backing founders upgrading the physical economy. As intelligence moves into critical infrastructure and technology collides with physics, industry is entering a new era of transformation - the industrial renaissance. Born from the dirt and grit of supply chains and shaped by operations, not spreadsheets, Dynamo focuses on the complex realities of building in the real world. We invest in companies transforming infrastructure, manufacturing, logistics, transportation, and the systems that power global commerce. Dynamo works closely with founders who combine ambition with a bias to action, bringing a builder mindset to venture capital through deep operational insight, systematic pressure-testing and hands-on partnership. Our purpose is simple: to back the relentless shaping the industrial renaissance. Learn more at www.dynamo.vc Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ryan Pineda and Brian Davila sit down with Rhyan and Chantel Finch to break down how entrepreneurs can build, scale, and sell valuable businesses, from creating recurring revenue and reducing owner dependence to finding the right buyers and maximizing an exit.Connect with Rhyan and Chantel - https://canzell.com/https://joincanzell.com/https://chantelray.com/books__________If you'd like my team to run your marketing & sales department to scale your business apply here https://www.pinedapartners.comJoin our private mastermind for elite business leaders who golf. https://www.mastermind19.comWant to be featured on the Wealthy Way Podcast? Apply here https://www.wealthyway.comIf you want to start your real estate investing business, we'll give you 1:1 coaching, seller leads, software, & everything you need. https://www.wealthyinvestor.comTired of paying so much in taxes every year? We'll give you strategy, tax prep, and accounting all in one place. https://www.taylor-tax.comJoin free Bible studies and workshops for Christian business leaders. https://www.tentmakers.us__________Chapters:00:00 - Business vs Real Estate00:50 - Building, Scaling & Selling09:49 - Business Brokering & Sellability15:01 - Recurring Revenue & Multiples17:44 - Delegation & the Vacation Test22:00 - Scaling, Partnerships & Roles30:02 - Exit Timing & AI31:19 - Right vs Wrong Exits35:47 - Faith, Challenges & Future Plans45:05 - Deciding to Exit47:00 - Integrity Over Bigger Offers49:35 - Strategic Buyers & Multiples1:00:07 - Selling at the Peak1:01:24 - AI & Delegation1:07:49 - Buying Businesses & Brokering1:15:07 - Advice for Entrepreneurs1:16:58 - Why You Need Multiple Offers1:18:31 - Resources & Closing
In this episode, the guys sit down with Chris Rozzo of Elevated Boat Club to break down what it really takes to build and operate a successful boat club in a challenging market like Lake Tahoe. Chris shares his journey from jet ski rentals to launching a membership based boat club, along with the lessons he's learned about recurring revenue, pricing, member churn, marina costs, fleet management, and competing in an increasingly consolidated industry. The conversation also explores the rise of fractional boat ownership, the changing watersports customer, and why convenience, luxury, and service can command a premium. Packed with real world business lessons and plenty of laughs, this episode offers watersport operators practical insights into building a more predictable and profitable business.[SPONSORS] - This show is sponsored by Take My Boat Test and WaveRez.Show Links:Website: https://www.watersportpodcast.comFacebook Page: https://www.facebook.com/awgpodcastFacebook Group: https://www.facebook.com/groups/1155418904790489Instagram: https://www.instagram.com/awg_podcast/
Join the Millionaire University AI Mastermind at MillionaireUniversity.com/AI #1047 What if you could build a simple, high-demand business that prints predictable monthly revenue — while solving one of the biggest frustrations business owners have with their websites? In this episode, host Brien Gearin sits down with Dylan Bost, founder of Sunny HQ, to break down how to start a web hosting business built on recurring revenue. Dylan shares how he transitioned from running a multi-million-dollar branding agency into launching a “human-first” managed WordPress hosting company — after realizing he wanted a business that aligned better with his life, family, and long-term sustainability. They dive into what makes managed hosting valuable, how to differentiate from big-box providers with real human support, what tools you can leverage to start without huge upfront costs, and why culture and customer experience are key to scaling. Finally, Dylan explains how AI fits into the business as a productivity tool — not a replacement for human connection! (Original Air Date - 12/19/25) What we discuss with Dylan: + Recurring revenue hosting model + From agency to hosting + Human-first WordPress support + Differentiating from big hosts + Speed, security, peace of mind + Starting without big upfront costs + Scaling with culture and systems + Disney-inspired customer experience + AI as a support tool, not a replacement Thank you, Dylan! Check out Sunny HQ at SunnyHQ.io. Watch the video podcast of this episode! Get your FREE 5 Minute Business Plan at MillionaireUniversity.com/Plan To get exclusive offers mentioned in this episode and to support the show, visit MillionaireUniversity.com/Sponsors Learn more about your ad choices. Visit megaphone.fm/adchoices
A lot of home inspectors look at pest control and think, “We're already at the house, how hard can it be?” Seth Garber heard that idea and disagreed loudly enough to come out of podcast retirement. Seth runs Pest Daily, has built and sold a pest control company, supports private equity work, and has helped with over a hundred pest control acquisitions, so he brings the operator reality and the numbers to match.We talk about the real competitive edge inspectors have, and it is not the contact info. It is timing. When you complete an inspection, you often have a roughly 40-day window before the sale becomes public record and the biggest pest control marketing machines start flooding that homeowner. Seth breaks down a conversion methodology that wins recurring customers before move-in, when trust is high and competition is low.From there we get into the business model: churn rate targets, customer lifetime value, recurring revenue, route building, add-on services, and why pest control is more “keep the customer happy” than “deliver a perfect one-time service.” We also unpack what makes a “pristine” pest control company, how EBITDA margins drive valuation, and why a customer is only a customer if they have a future invoice. If you're considering starting a pest control business from a home inspection base, this is a practical roadmap with clear benchmarks and warnings about overengineering and trying to out-market the big players.Subscribe for more conversations like this, share the episode with one operator who thinks in systems, and leave a review with your biggest takeaway. What would you build first: the route, the sales process, or the offer?Check out our home inspection app at www.inspectortoolbelt.comNeed a home inspection website? See samples of our website at www.inspectortoolbelt.com/home-inspection-websites*The views and opinions expressed in this podcast, and the guests on it, do not necessarily reflect the views and opinions of Inspector Toolbelt and its associates.
Your subscription program is adding customers every month—so why has it stopped growing? Matt Holman, founder of Subscription Prescription and known as “The Subscription Doc,” explains how churn creates a hidden ceiling: eventually, the subscribers coming in simply replace those going out. Matt and Kurt discuss why improving the offer can produce a better return than obsessing over retention, including: Why Matt considers a 40% subscription opt-in rate achievable How gifts can outperform deeper subscription discounts Why customers who switch products or flavors can be worth 6x more When migrating subscription platforms is worth the risk How to simplify the initial offer without limiting existing subscribers Which products probably shouldn't be sold by subscription The inexpensive billing-email improvement most brands overlook They also compare Recharge, Skio, and Loop—and explore how AI could change subscription management. Guest Matt Holman, The Subscription Doc Subscription Prescription: https://thesubscriptiondoc.com The Cancel Page: https://thecancelpage.com Sponsors Swym — Wishlists, Back in Stock alerts, and morehttps://getswym.com/kurt Cleverific — Smart order editing for Shopifyhttps://cleverific.com Zipify — Build high-converting sales funnelshttps://zipify.com/KURT Work with Kurt Apply for Shopify help: https://ethercycle.com/apply See our results: https://ethercycle.com/work Get the free newsletter: https://kurtelster.com
Okay, so what happens when your business is working… but you can feel yourself being pulled toward its next evolution?That's exactly where I'm at right now.For the past few months, I've been working behind the scenes on what I thought were going to be two separate things: Bold Frequency and Boldly Alive. I bought the domains. I made the logos. I had the vision. I was READY.And then two of my clients asked me a very simple question:“What do you really want?”And fuck.
There is a very simple way to build a business that pays you tens of millions over a lifetime, and it asks for far less than most women think.A few hundred people, gathered around something you genuinely love. They pay monthly, so income arrives in the months you are pouring out new work and just as faithfully in the months you are resting. You live well on a portion of it. The rest goes quietly into a second vessel, where it compounds in the dark.In this episode I take you through one real example. A meditation membership, two hundred members at five hundred a month. One hundred thousand a month coming in. Twenty five thousand to live on, seventy five thousand invested. After seven years there is ten million behind her, drawing thirty thousand a month for the rest of her life while it continues to grow. She never contributes another dollar. By year thirty it is something like eighty million.Two hundred people. A large company would laugh at that number. It produces tens of millions.This is the slow quantum leap, and it is available to anyone willing to pick one path and let time do the heavy lifting.Run your own numbers: https://spiritualised-the-vessel.netlify.app/In this episodeWhy recurring income is the whole thing, and why the business should be an asset rather than a job you cannot step away fromImagination and illumination as the frequencies that build anything worth buildingLocal and non local consciousness, and how to draw on resources beyond your own fieldThe slow quantum leap: one path, held steadily, with time doing most of the workThe meditation membership, and how the same content went from five thousand a month to one hundred thousandWhy the content never needs to change, only the positioningHow your members' identity sets your price, not your own bank accountGolfers paying ninety thousand a year to join a club, and what that tells you about where money already moves happilyWhy people love to spend money, and how to be visible to the ones who want to spend it with youLiving on twenty five percent, investing seventy five, drawing fourSeven years of contributing, then a lifetime of being paidWhy a slow leap lets your nervous system acclimatise where a windfall would notWhat a small, devoted membership becomes worth to somebody elseWhy the illumination usually has to come from outside your own consciousnessKey quote"Even with two hundred people, it produces tens of millions."------------------------------------------The VesselThis is what The Vessel builds. A year of live, personal work, with no modules and no syllabus.We begin with your design. Your Gene Keys and your Human Design show where your genius actually sits and how you are built to attract rather than chase. From there we shape the thing you gather people around, how you hold them, what you charge, and the rhythm you run it at. The build happens fast in the opening weeks. The year is not how long it takes. The year is how long I stay, because a membership settles slowly and that is exactly the stretch where most women are left alone.And then the part almost nobody teaches. How the monthly income becomes lasting wealth.The calculator will show you what your own numbers do over forty years. Change the members, change the price, change the year you stop contributing, and watch what happens.https://spiritualised-the-vessel.netlify.app/Write to me at jess@goinward.co.uk
Think you have an offer suite? If you are a VA, OBM, or done-for-you service provider selling 10, 20, or 30 hour retainer packages, you might actually have one offer in different sizes, and that is why you keep hitting the same income ceiling. In this episode I get into the offer ecosystem, four different offers that work together so you stop selling your time and start selling transformation. What is the difference between a menu of services and a real ecosystem? Why is a non-hourly retainer the shift most service providers are missing? And how do you keep clients in your world instead of resetting to zero every time one leaves? If you want a business with somewhere to grow, this is the structure. In this episode:✨ Why your offer suite might really be one offer in three sizes✨ The four offers that make up a real offer ecosystem✨ Why a non-hourly retainer breaks the link between time and income✨ How a maintenance offer keeps clients from resetting to zero✨ The difference between more offers and an ecosystem ☎️ Book Your Free Business Audit
Allison Yazdian started in real estate, where she noticed the best agents were never the ones with the best listings. They were the ones who owned the direct relationship with their customers, so it didn't matter which brokerage they sat at. She went on to LTK and now runs Uscreen as CEO, building the infrastructure that lets creators sell to their audience without a platform standing in the middle.In this episode, Allison is direct about what fragile revenue actually looks like, and what happens when a creator effectively gets evicted from a platform they never owned. We cover the numbers she sees across thousands of channels (nearly 200 creators who have passed $1m, an average around $77k, and the maths on why 500 fans at $20 a month changes everything), why pricing too low is the mistake almost everyone makes, and why retention beats acquisition every time. She's also honest about the creator ick of asking people to pay, and how building in public gets you past it. Plus why audience size predicts far less than engagement, the Goldilocks problem of hiring too fast or too slow, and what she tells creators who launch, announce it once, and conclude memberships don't work for them.Topics covered: rented vs owned audience · memberships and recurring revenue · pricing strategy · retention and churn · getting past the transaction ick · super fans and community · scaling a creator team
In this episode, hosts Karl Bryan and Rode Dog dive deep into business models, sales mindsets, and the power of operating systems for coaches and business owners alike. Joined by guest Chance, the crew addresses automation, high-level thinking, and actionable strategies for scaling coaching businesses, all while serving up humor, real-life scenarios, and a dash of tough love on what it really takes to make it in this industry. Key Topics Covered Sales: The Reluctant Skill Every Self-Made Entrepreneur Must Master Chance asserts that almost every self-made millionaire or billionaire started with sales skills—not born with money (07:27). Changing your context around sales is crucial; stop seeing it as cold-calling and instead as the fastest path to helping people and building wealth (08:58). Business Models: Scaling vs. Growth Chance distinguishes "growth" (expensive, linear, tied to more resources) vs. true "scale" (growing revenue without matching increases in cost) (15:04). Classic examples: a modular home builder vs. a custom home business, and Amazon's cash-forward approach (16:22). Dell and Salesforce are analyzed for their customer-paid, build-to-order, and upfront revenue models that fuel rapid scale (17:12). Keeping Clients vs. Losing Them: The Two Rules of Business Any business boils down to just two things: "get clients" and "keep clients" (34:43). Why business coaches can keep clients for years, while "solution-completion coaches" (like grief coaching) have expiration built into the model (19:57). 10x Thinking: High Leverage Moves and Mindset Real 10x moves (over just 2x improvements): Ford inventing the car versus upgrading a buggy, Jobs launching the App Store not just a better phone (22:15). How modular systems, software frameworks, and focusing on the biggest three levers in your business accelerate breakthroughs (25:29). Operating Systems: The Secret Ingredient for Calm and Consistent Growth Chance gives a granular breakdown of "operating systems" like those used at McDonald's, and how small incremental improvements compound into big results (26:30). Installers (not wingers or hiders) have the edge—frameworks enable coaches to keep 200+ clients, not just 20 (25:25). Mindset, Leadership, and the Power of Three Chance shares a "moment of zen" on confidence and trust in oneself (32:01), and unpacks why the number 3 is essential for coaching, business simplicity, and focus (FedEx, Apple, Tesla examples). Focused action: Knowing what you want, why you want it, then committing to the price—even if it means failing and course-correcting frequently (43:00). Notable Quotes "You can't transfer that which you don't own." – Chance (09:34) "Growth is buying more trucks… scale is adding more revenue without new expense." – Chance (15:15) "The ultimate hack in business isn't a strategy, a tactic, or a business model—it's a higher level of thinking." – Chance (21:43) "If you want to be lucky, you've got to know what you want, why you want it, and commit to the price required to get it." – Chance (42:49) "The first person you must influence is you." – Chance (37:10) Actionable Takeaways 1. Reframe Your Sales Mindset Stop dreading sales; see it as persuasion and service, not cold-calling (09:02). Sell yourself on your offer before you try to sell anyone else. 2. Build for Scale, Not Just Growth Pursue business models where growth isn't tied 1:1 to expenses (think modular, SaaS, franchise, or upfront-payment approaches). 3. Seek Incremental (2-5%) Improvements Across Multiple Areas The compounding effects of small improvements in 12-40 operating areas outperforms single "big wins" (30:00). 4. Focus on Client Longevity The best business models create situations where clients need and want to stay for years—not short, one-off solutions. 5. Simplify with "Rule of Three" Define your business (and your client work) in threes: top three priorities, services, or outcomes to avoid overwhelm and spur action (39:08). 6. Be an Installer, Not a Winger Develop and implement repeatable frameworks for yourself and your clients—don't improvise every time (26:08). 7. Lead Yourself First True confidence and leadership start with keeping promises to yourself; the first sale is always to you (37:10). Resources Mentioned Profit Acceleration Software™ (developed by Karl Bryan): Core system for demonstrating and delivering client value. Focused.com (44:39): Home to the daily coaching email and business coaching community. The Six-Figure Coach Magazine: Free subscription to strategies and stories from top coaches. Books referenced: 10x Is Easier Than 2x by Dan Sullivan & Ben Hardy Think and Grow Rich by Napoleon Hill If you enjoyed the episode, please subscribe, share with a fellow coach, and leave a review. Grow your coaching business by joining the daily email and using the Profit Acceleration Software™ at Focused.com.
Owner dependency is the quiet risk that caps valuations in IT services M&A. If every decision, client relationship, and process runs through the founder, buyers see a single point of failure and pay less for it. In this episode of Shoot the Moon, we break down how to get the business out of your head before you sell. We cover why buyers discount founder-run companies, what to document first, how AI has made process documentation far easier, and how a documented, transferable business can earn a higher multiple. This is core IT services M&A preparation, and it makes your company more valuable whether or not you ever go to market. CHAPTERS 0:00 Intro: Getting the business out of your head0:53 A job with employees, not a company2:36 Why buyers discount owner dependency6:29 Why IT services founders get stuck11:41 What to document first16:36 AI, repeatability, and productized services20:43 How documentation lifts enterprise value24:08 Building a culture of documentation27:45 The one thing to start this month KEY TAKEAWAYS • Owner dependency is concentration risk. When decisions bottleneck through the founder, buyers see a single point of failure and discount the price. • If the answer to everything is “ask the owner,” you own a job not a company. Continuity is what buyers pay for. • Start documenting where the customer sits: the sales motion first, then service delivery, followed by how you hire and develop people. Bring the team into the process. • AI has collapsed the cost of documentation. Capture the real process, optimize it, and build agents around it. • Documented, transferable businesses can earn higher multiples because buyers underwriting scale need a company they can integrate without depending on the founder. RESOURCES AND LINKS • Read more from Revenue Rocket: https://www.revenuerocket.com/blog/ • Value your business: https://www.revenuerocket.com/valuation-calculator/ • Schedule a confidential conversation: https://www.revenuerocket.com/contact-us/ • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/shoot-the-moon-with-revenue-rocket/id1478519505 • Listen on Spotify: https://open.spotify.com/show/6y7u9KuOjaplhScHtINGZU • Explore more Shoot the Moon episodes: https://www.revenuerocket.com/series/shoot-the-moon/ • Visit Revenue Rocket: https://www.revenuerocket.com/ ABOUT REVENUE ROCKET Revenue Rocket is a sell-side and buy side M&A advisory firm focused exclusively on IT services companies, including MSPs, cybersecurity firms, cloud service providers, custom application development companies, and VARs. For more than 25 years, Revenue Rocket has helped founders grow, position, buy, and sell tech-enabled services firms. Thinking about your own exit? Schedule a confidential conversation with our team:https://www.revenuerocket.com/contact-us/ #MergersAndAcquisitions #ITServices #MSP #ShootTheMoon #RevenueRocket #ExitStrategy #FounderDependency #EnterpriseValue Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.
Public Domain AI Flipping: Build & Monetize Custom GPTs With 19th‑Century Books (Before the Window Closes) Make money online by flipping public domain AI content—the overlooked side hustle for busy parents. Learn how to find, repurpose, and sell digital products without creating anything from scratch. This contrarian strategy saves time, cuts through the noise of traditional side gigs, and generates income faster than you think. Perfect for the AI entrepreneur who wants results without the grind. https://DarkHorseEntrepreneur.com The episode explains a “public domain AI flipping” strategy: training custom GPTs on 19th-century public domain books (including Project Gutenberg and the Internet Archive) to create niche, highly specific tools that can be monetized quickly via subscriptions or products. It argues most custom GPT monetization fails due to content creation costs or licensing, but public domain works published on or before 1930 can be used and monetized without copyright barriers, with the public domain expanding yearly. The script outlines a four-step process: pick a narrow vertical with an unmet need, curate matching public domain texts, build a custom GPT using prompts and retrieval-augmented generation (RAG), then monetize via recurring revenue using platforms like GPT Plus, Gumroad, or API interfaces. It recommends verticals such as historical accuracy consulting, academic supplementation, content engines for podcasters, and archival tools, while warning about uncertain platform rules, limited precedent, and the need for distribution over technical execution. 00:00 Intro to public domain AI flipping 01:05 Why Most Custom GPT Monetization Fails 02:10 Clarify U.S. Public-Domain Cutoff 03:40 4-step Mechanism 06:20 RAG & Tightly Sourced Corpus > GPT 08:05 Monetization Options 09:40 Necessary Callouts 11:10 4 Promising Verticals 14:30 Real Trap Warning 17:10 Whiskered Wisdom Custom GPT monetization, Public domain,AI, Project Gutenberg, training data, AI side hustle 2026, ChatGPT, passive income, Public domain, Train GPT on books, RAG, custom chatbot,AI entrepreneur, niche GPT, recurring revenue, how to make money with chatgpt, ChatGPT, GPT-4o, OpenAI, Custom GPT, GPT Store, how to make money online, make money online, ai side gig, digital products for beginners, side hustles, income growth hacks https://DarkHorseEntrepreneur.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Bee removals are usually seen as one-time jobs.Jean Navarro saw something different.In this episode of the Bug Bux Podcast, Allan Draper sits down with the owner of Mega Bee Rescues & Pest Control to break down how he transformed a specialty service into a thriving recurring revenue engine.Learn:How bee removals lead to pest control customersThe science behind bee colonies and relocationsWhy proper pricing mattersLessons from removing 18 active hives in a single projectHow to create a service customers never want to leaveIf you're in pest control, this episode will change how you think about specialty services.
In IT services M&A, owner dependency is one of the biggest hidden discounts on your company's value. This episode shows how to build an owner optional firm that buyers pay a premium for without pretending leadership does not matter. Revenue Rocket kicks off a new Shoot the Moon masterclass on reducing founder dependency before a sale or recapitalization. We break down why buyers price owner dependency as concentration risk, what an owner-optional firm actually looks like, and the leadership layer, sales transfer, and key-employee retention strategies that protect your multiple. If you are thinking about an exit, this is the IT services M&A preparation that pays off long before you go to market. CHAPTERS 0:00 Introduction: The owner-optional firm3:44 What owner dependency costs you at exit5:26 Replaceable, not optional10:06 The one-percenter salesperson problem13:40 The minimum leadership layer buyers expect18:29 Keeping your key people through a sale21:11 One move to make this quarter25:30 What is next in this masterclass series IN THIS EPISODE • Buyers price owner dependency as concentration risk, much like they treat a client representing 50% to 70% of revenue. • Owner-optional does not mean owner absent. No CEO is optional; the goal is to make critical roles replaceable. • The founder's sales role is usually the highest-value dependency to transfer first. • Buyers expect a real leadership layer, including finance, delivery, and technical depth beyond the founder. • Plan key-employee retention before the deal not during it. RESOURCES AND LINKS • Read more from Revenue Rocket: https://www.revenuerocket.com/blog/ • What is your firm worth? https://www.revenuerocket.com/valuation-calculator/ • Schedule a confidential conversation: https://www.revenuerocket.com/contact-us/ • Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/shoot-the-moon-with-revenue-rocket/id1478519505 • Listen on Spotify: https://open.spotify.com/show/6y7u9KuOjaplhScHtINGZU • Explore more Shoot the Moon episodes: https://www.revenuerocket.com/series/shoot-the-moon/ • Learn more about Revenue Rocket: https://www.revenuerocket.com/ ABOUT REVENUE ROCKET Revenue Rocket is a sell-side and buy-side M&A advisory firm focused exclusively on IT services companies, including MSPs, cybersecurity firms, cloud service providers, custom application development companies, and VARs. For more than 25 years, Revenue Rocket has helped founders grow, position, buy, and sell tech-enabled services firms. Thinking about your own exit? Schedule a confidential conversation with our team:https://www.revenuerocket.com/contact-us/ #MergersAndAcquisitions #ITServices #MSP #ShootTheMoon #RevenueRocket #ExitStrategy #OwnerOptional #FounderDependency Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.
The fastest way to lose money in pool service is not a bad test kit or a missed brush. It is a pricing system that looks “simple” on paper but collapses the moment chemical costs jump or one pool starts chewing through tablets. We walk through the big decision every pool service pro faces: do you bundle everything into one white-glove monthly service fee, or do you charge separately for the work and materials that actually move your costs? We break down how all-inclusive pricing makes billing effortless, especially on a big pool route with employees, and why it can still be a disadvantage when you are bidding against companies that itemize filter cleaning, salt cell cleaning, and trichlor tablets. We also get honest about the downside: when chlorine, acid, or tablet prices spike, your profit margin takes the hit, and “chemicals included” can quietly encourage overuse. Then we dig into itemized billing and why it can increase profitability, using a contractor-style way of thinking that accounts for price fluctuations. We talk real-world filter cleaning pricing, how often filters truly need attention, and why charging per cleaning can be both a revenue lever and a motivation tool for techs. Finally, we lay out a hybrid model designed for predictable invoices: a stable base rate that includes a maintenance dose of liquid chlorine and muriatic acid, with separate charges for tablet buckets, filter cleanings, salt cell cleanings, and specialty chemicals or seasonal add-ons. If you want cleaner invoicing, fewer billing surprises, and a pool service pricing strategy that scales, listen through to the end. Subscribe, share this with a pool pro who is reworking their rates, and leave a review with the billing model you are using right now.We break down the real trade-offs between all-inclusive pool service pricing and charging separate line items, especially when chemical costs spike and routes grow. We land on a practical hybrid billing system that keeps most invoices predictable while still paying us for filters, tablets, and true add-ons. • white glove all-inclusive pricing and why it simplifies large routes with employees • hidden risks of bundling chemicals during cost spikes and high-demand pools • why itemized billing can protect margins like a contractor materials markup • regional realities of filter types and when filter cleaning is easier to itemize • how separate filter cleaning fees improve motivation and route scheduling • a hybrid base rate that includes maintenance chlorine and acid • charging separately for trichlor tablet buckets and specialty chemicals • seasonal add-on charges to keep most monthly bills the same • handling underpayments when customers miss a higher invoice month Learn more at swimmingpoollearning.com. If you're looking for other podcasts, you can find those by going to my website, swimmingprolearning.com. If you're interested in the coaching program, you can learn more at poolguycoaching.com. Send us Fan MailSupport the Pool Guy Podcast Show Sponsors! HASA https://bit.ly/HASAThe Bottom Feeder. Save $100 with Code: DVB100https://store.thebottomfeeder.com/Try Skimmer FREE for 30 days:https://getskimmer.com/poolguy Get UPA Liability Insurance $64 a month! https://forms.gle/F9YoTWNQ8WnvT4QBAPool Guy Coaching: https://bit.ly/40wFE6y
IT services M&A is in one of its most active stretches in years. We explain how private equity defines the market, the platform and tuck-in roll-up strategy behind most deals, and how AI is separating premium platforms from commoditized providers. You will also hear which segments are hot, which are cooling, and the exact questions to ask when an investor calls. Timestamps & Chapters 0:00 – Why private equity keeps calling 1:13 – How we define the IT services market 4:11 – The long tail: ~50,000 firms and three channels 7:03 – Why PE targets IT services: growth and recurring revenue 12:31 – Predictability drives investment 13:48 – Platform and tuck-in roll-up strategy (the math) 16:32 – AI and the services-as-software shift 18:27 – Raising the bar: AI-enabled service delivery 24:06 – Go AI-first or fall behind 26:28 – Hot vs cooling segments (specialize, verticalize, productize) 29:13 – What to do when private equity calls 33:18 – Closing thoughts Key Takeaways Predictable Cash Flows: Private equity favors IT services because recurring and repeat revenue make future cash flows highly predictable. The Roll-Up Strategy: The dominant model relies on buying a platform company around 5–7x EBITDA, scaling via tuck-ins, and exiting near 8–12x. The New Minimum: Recurring revenue above 50% used to impress investors—today, it is the bare minimum expectation. Market Temperature: Hot: Cybersecurity, AI & Machine Learning, regulated cloud, OT/industrial, and vertically focused MSPs. Cooling: Pure staffing and generalist break-fix providers. When PE Calls: Prepare beforehand: know your numbers inside out and engage a specialist M&A advisor. Links & Resources Blog Post: Read the full article Valuation Tool: Free Valuation Calculator Schedule a Consultation: Book a confidential conversation Podcast: Listen on your favorite podcast platform Official Website: Revenue Rocket About Revenue Rocket Revenue Rocket is a sell-side and buy-side M&A advisory firm focused exclusively on IT services companies, including MSPs, cybersecurity, cloud, custom application development, and VARs. #MergersAndAcquisitions #ITServices #MSP #ShootTheMoon #RevenueRocket #ExitStrategy #PrivateEquity#AIinITService Getting calls from private equity? Do not wing it. Schedule a confidential conversation with Revenue Rocket to understand your options and your value. Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.
How do you know when your signature offer needs to evolve? If you are a VA, OBM, or done-for-you service provider whose offer feels a little stuck, this behind-the-scenes episode is for you. I am pulling back the curtain on why I am completely rebuilding Expansion, my coaching program, and what it taught me about building offers that grow with you. Why do the same client questions keep pointing to a gap in your framework? How do you decide whether to evolve your offer without overcomplicating it? And why does a maintenance offer make such a difference for recurring revenue? I share the exact patterns I noticed, the assumption that almost cost me a better offer, and how listening to your clients shows you what to build next.In this episode:✨ Why your offer is meant to evolve as you and your clients grow✨ How repeated client questions reveal gaps in your framework✨ Why a maintenance offer creates recurring revenue without new clients✨ The reminder that assumptions are not data✨ How to trust evidence over fear when evolving your offer ✉️ I share behind-the-scenes like this in my emails, come join my list: https://soulfulbizcoach.myflodesk.com/email
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In this episode of Beautiful Business, the Wow Company's Chloe Bannister, Paul Bulpitt and Peter Czapp challenge one of the biggest myths in business: that growth is always a good thing.Through real stories, BenchPress data, and lived experience supporting hundreds of UK agencies, they explore what it means to grow with intention - and how to spot when growth is creating more stress than success.This is a refreshingly honest take on ambition, profitability, and reclaiming clarity in an industry that can too often mistake busy for better.This Episode Covers:
Many urgent care owners want to add medical weight loss and wellness services but quickly realize it is more complicated than prescribing medication. Compliance requirements, pharmacy relationships, payment processing, patient enrollment, and ongoing management can make getting started feel overwhelming.In this episode of Walk-Ins Welcome, Nick and Michael sit down with Dr. Jonathan Kaplan, founder and CEO of DrWell, to discuss how urgent care clinics can add weight and wellness services without building the entire infrastructure themselves.Dr. Kaplan explains how DrWell helps practices stay compliant, manage medication offerings, create a smoother digital patient experience, and compete with direct-to-consumer platforms. The conversation also explores how vertically integrating medications can help clinics retain patients and revenue instead of sending both to an outside pharmacy or online provider.If your clinic is looking for a practical way to add cash-pay services and create more predictable recurring revenue, this episode offers a clear place to start.
How much cash is hiding in your business? See if you qualify for a Free Financial Health Check Financial Intelligence Toolkit Two businesses, same revenue, same profit. One sells for three times EBITDA. The other sells for eight times. On a $2 million EBITDA business that gap is $10 million.In this episode Steve breaks down exactly what creates that difference and why sophisticated buyers are not just looking at the size of your earnings but the quality and the risk underneath them.Whether you ever plan to sell or not, understanding this will change how you run your business right now._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.LinkedIn | YouTube coltivar.com
The episode addressed the heightened challenges MSPs and IT service providers face in client acquisition, with specific reference to a recent Kaseya report indicating that twice as many MSPs describe obtaining new clients as more difficult compared to the previous year. This shift is attributed, in part, to changes in marketing efficacy and the increased reliance on referrals rather than structured marketing strategies. These findings emphasize the need for a consistent, proactive marketing approach—moving beyond informal networks—to counteract periods of slow business and ensure stable revenue. Discussion highlighted that many MSPs lack a formalized marketing plan and treat the absence of active marketing as a matter of pride, despite clear evidence that consistent marketing activities are essential for growth and resilience. According to James Kernan, "marketing is the oxygen of your business," and its absence correlates directly with reduced new business opportunities. Strategies such as recurring in-person or online engagement with clients, regular assessment of marketing practices, and leveraging written marketing plans were identified as actionable recommendations for sustaining pipeline health. A secondary focus examined operational risk and opportunity related to "shadow AI"—unauthorized or unmanaged use of AI tools by clients' staff. Amy Babinchak detailed three core risks: accidental exposure of confidential data, violation of contracts or regulatory requirements, and a lack of auditable records for actions taken by shadow AI tools. The discussion identified practical risk mitigation steps, including staff education, policy development, and implementation of monitoring tools, all of which represent billable opportunities for MSPs while reducing downstream liability in the event of a breach. For technology service providers and decision-makers, the episode underscores the operational imperative of formal, consistent marketing—even during slow periods—as well as the need for vigilant governance over emerging technology risk vectors such as shadow AI. By proactively engaging clients through both marketing and risk education, MSPs can better protect their businesses while expanding stable, recurring revenue streams rooted in demonstrable expertise and accountable service delivery.Title: How do I get more business when it's slow? M&A Topic: Why is an elevator pitch for my business important? Article: Why is finding new clients harder? Double the number of MSPs in Kasaya reported said so. https://www.kaseya.com/blog/msp-growth-challenges-2026/ QBR Talk: Talk to your clients about Shadow AI https://www.thirdtier.net/2026/06/25/speak-to-your-client-about-shadow-ai/ Tales from the field: A fictional tale about the Trunk Slammer from Hell. https://www.reddit.com/r/msp/comments/1u82vnh/i_got_obsoleted_by_ai_so_i_wrote_you_all_a_bofh/ UPCOMING CHANNEL EVENTS Mastermind LIVE in Omaha NEJuly 30-31st Register: https://kernanconsulting-mastermind.mykajabi.com/mastermind-event Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
RabbitRun and Crexendo Expand Recurring Revenue Opportunities for Channel Partners, Podcast , RabbitRun offers an integrated platform that brings together Always-On Internet, enterprise-class SD-WAN, cybersecurity, voice survivability, POTS replacement and business continuity. The goal is to help businesses remain connected and operational when internet connections, networks or other critical infrastructure fail @ Doug Green “There's a tremendous opportunity for partners to deliver more value, improve customer retention and create new recurring revenue streams.” RabbitRun has joined the Crexendo Ecosystem Vendor Partner Program, giving Crexendo, NetSapiens and channel partners new ways to deliver resilient connectivity, business continuity and managed network services to their customers. In this Technology Reseller News podcast, RabbitRun Founder and CTO Pat Saavedra discusses the partnership and the opportunity it creates for MSPs, service providers and telecom resellers. RabbitRun offers an integrated platform that brings together Always-On Internet, enterprise-class SD-WAN, cybersecurity, voice survivability, POTS replacement and business continuity. The goal is to help businesses remain connected and operational when internet connections, networks or other critical infrastructure fail. For channel partners, Saavedra says the opportunity extends well beyond simply selling another connectivity product. Partners can use RabbitRun to address real customer concerns surrounding uptime, security and operational resilience while creating new sources of recurring managed-services revenue. As more business applications move to the cloud, internet connectivity has become essential infrastructure. A failed connection can interrupt voice services, payment processing, customer support, remote access and other core operations. RabbitRun is designed to identify network problems and move traffic to an available connection, helping businesses continue operating with minimal disruption. The platform also gives partners greater visibility into customer networks, allowing them to identify performance issues, manage connectivity and provide ongoing support. That creates a more proactive relationship in which the partner is helping protect the customer's business rather than simply responding after something goes wrong. The conversation also explores the growing importance of voice survivability. Businesses may have backup internet connections but still discover that their voice systems fail during an outage. RabbitRun helps partners address that gap by protecting both data and voice communications as part of a broader continuity strategy. POTS replacement represents another opportunity. As traditional analog lines become more expensive and difficult to maintain, businesses need alternatives for services such as alarms, elevators, fax machines and emergency communications. RabbitRun enables partners to incorporate those requirements into a modern managed connectivity offering. By joining the Crexendo Ecosystem Vendor Partner Program, RabbitRun becomes more accessible to a large community of service providers already delivering communications through Crexendo and the NetSapiens platform. Saavedra says this gives partners an opportunity to expand the value of their existing customer relationships. Rather than competing only on voice seats or connectivity pricing, they can provide a broader solution built around reliability, security and business continuity. For MSPs and communications providers, the message is straightforward: protecting the customer's ability to remain connected can become both an essential service and a meaningful recurring revenue opportunity. Learn more about RabbitRun and its participation in the Crexendo Ecosystem Vendor Partner Program.
Lukas Swid, Chairman and CEO of Helcyon, joins host KJ to expose the silent epidemic killing small businesses: financial blindness. Drawing on 25 years of operating across five continents, Lukas reveals how reactive accounting leaves owners in the dark until it's too late. Helcyon delivers plain-language financial assessments straight to your inbox, catching anomalies, waste, and fraud in real time so business owners can act before the damage is done. Key Takeaways: 4:02 — Most small businesses fail not because of their product, but because they have no visibility into what is breaking until it's too late. 8:30 — Real-time financial reconciliation is the difference between catching fraud early and losing everything to a trusted partner. 15:50 — Revenue going up means nothing if cost of customer acquisition, tax obligations, and recurring revenue gaps are silently draining the business. 22:26 — Helcyon delivers a CFO-level financial digest directly to your email, removing every excuse a business owner has for not knowing what's happening. Quote of the Show (16:23):"We translate them for you like a doctor translates lab results — so you have it in plain English, exactly what they mean."— Lukas Swid Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Lukas Swid:LinkedIn: http://www.linkedin.com/in/lukasswidnycCompany Website: https://helcyon.ai How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlD YouTube: https://www.youtube.com/results?search_query=disruption+%2F+interuuptionSee omnystudio.com/listener for privacy information.
**Independent pharmacy has always been built on relationships but what if those relationships could become the foundation for sustainable, recurring clinical revenue? In this session of Ahead of the Curve, Heather Haro sits down with Brad Tice, CEO of RxGenomix, to explore how independent pharmacies can move beyond traditional dispensing and build ongoing patient care programs that strengthen engagement, improve outcomes, and create new revenue opportunities.** **Show Notes:** 1. **Introduction** [0:00] 2. **Overview of Pharmacy Badass University and Brad's Role** [4:09] 3. **Introduction to RX Genomics and Brad's Career Background** [6:17] 4. **Introduction to the New Solution by RX Genomics** [12:09] 5. **Details of the Two-Sided App and Its Features** [15:19] 6. **Subscription Model and Revenue Generation** [16:15] 7. **Onboarding and Implementation** [31:07] 8. **Q&A and Additional Features** [35:45] 9. **Conclusion and Next Steps** [36:19] ----- #### **Becoming a Badass Pharmacy Owner Podcast is a Proud to be a part of the Pharmacy Podcast Network**
Most people think choosing a franchise starts with picking the right industry. They're wrong. In this episode, Erik Van Horn sits down with George to discuss what experienced franchise buyers actually look for before investing. From evaluating founders and leadership to understanding Item 19, customer experience, recurring relationships, and long-term growth, this conversation will change the way you research franchise opportunities. If you're considering buying a franchise, this episode could save you from making one of the biggest mistakes new buyers make. Timestamps: 00:02:54 Why Leadership Matters More Than the Industry 00:05:14 Inside the Zinga's Business Model 00:06:58 What Makes This Industry Different 00:09:09 Why Happy Customers Matter More Than You Think 00:12:29 The Biggest Challenge in the Business 00:15:11 Why Home Depot Isn't the Real Competition 00:17:57 How COVID Changed the Home Service Industry 00:21:41 How to Read an Item 19 the Right Way 00:28:49 The Lead Generation Strategy Every Franchise Owner Needs 00:31:15 The Relationship-Building Secret to Recurring Revenue Connect with Erik Van Horn:
If you have ever thought about building a membership, coaching program, or recurring revenue offer, this conversation will help you see the model more clearly. Rory sits down with Stu McLaren, one of the leading voices in memberships and online communities, to talk about what actually makes recurring revenue work. Stu shares why getting members is only one part of the business, and why the real leverage often comes from onboarding people well, helping them experience progress, and giving them a reason to stay. You'll hear why closed-door launches can create more momentum than always-open memberships, how deadlines help people move from "I'll save this for later" into action, and why list-building events can become one of the strongest ways to grow before a launch. Stu also breaks down why the first seven days matter so much for retention. If people feel confused, disconnected, or overwhelmed right after they join, they are already at risk of leaving. But when you help them get clear, connect with the community, and experience a quick win, the entire relationship changes. This episode is especially useful for experts, coaches, creators, and mission-driven entrepreneurs who want to build a business people do not just buy once, but continue to trust over time.
Predictable revenue creates predictable freedom. In this episode of The Level Up Podcast, Paul Alex breaks down why recurring revenue is one of the strongest business models for building stability, valuation, and long-term wealth. Let's be real… If every month starts at zero… And you have to chase every dollar all over again… You are not building peace of mind. You are building pressure. In this episode, you'll learn: Why one-time sales can create unstable cash flow How recurring revenue turns clients into long-term value Why subscriptions, retainers, and residual systems increase business stability How predictable income can raise your company's valuation and reduce financial anxiety The truth is simple: The goal is not just to make a sale. The goal is to build continuity. Monthly retainers. Subscription access. Usage-based billing. Maintenance packages. Residual income streams. Systems that create value every month and get paid every month. High-level operators do not want to restart from zero every thirty days. They engineer recurring revenue. They build retention. They automate billing. They make their service so valuable that clients cannot afford to cancel. Because when the baseline is secure… The business breathes easier. The founder thinks clearer. And the company becomes more valuable. Stop starting over every month. Build the recurring model. Lock in the clients. Secure the baseline. And keep leveling up. Your Network is your NETWORTH! Make sure to add me on all SOCIAL MEDIA PLATFORMS: Instagram: https://jo.my/paulalex2024Facebook: https://jo.my/fbpaulalex2024YouTube: https://www.youtube.com/channel/UCGhDAD1JyGGzSQUPD9lc9HQLinkedIn: https://jo.my/inpaulalex2024 Looking for a secondary source of income or want to become an entrepreneur? Check out one of my companies below to see if we can help you: www.CashSwipe.com FREE Copy of my book “Blue to Digital Gold - The New American Dream”www.officialPaulAlex.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome back to ADHD-ish! I'm Diann Wingert, and in this episode, we're addressing a question that many business owners with ADHD hesitate to ask themselves: Do you actually like the work that brings you your most reliable income?Not just the money, but the day-to-day tasks, the routine, and the clients you serve month after month. Understanding neurodiversity means recognizing that what works for neurotypical business owners—predictable recurring revenue models—may actively sabotage your success.Because so many of them hate to admit they don't, I'm breaking down what I call the “recurring revenue trap”—the idea that true business maturity comes from stacking retainers, running memberships, or launching evergreen offers for that coveted, predictable income.This myth is especially damaging for those of us navigating neurodiversity in business. But what happens when your ADHD brain, which craves novelty, challenge, and variety, clashes with the sameness and repetition these models demand?If you've ever found yourself bored, resentful, or white-knuckling through work that “should” feel like a win, the problem isn't you—it's a structural mismatch between how neurodiversity is wired and traditional business models.3 key takeaways for ADHD business owners:Predictability vs. Novelty: Recurring revenue models (like retainers and memberships) are built for brains that thrive on sameness and routine—not the dopamine-hungry ADHD brain, which craves novelty, challenge, and change. Understanding neurodiversity means designing around these realities, not fighting them.Structural Not Personal: Burning out on reliable income streams isn't a failure—it's a sign of structural mismatch. ADHD brains are wired to lose motivation with repetitive, predictable work. This is where value based pricing strategy becomes essential—charging for outcomes and transformation, not time.Design for Your Brain: You DON'T have to quit recurring revenue altogether. Instead, intentionally build novelty into your recurring offers—limited run cohorts, rotating scopes, themed “seasons,” and planned refreshes let you keep both financial stability and creative energy. A flexible retainer model can honor both your needs and your neurodiversity.6 Dopamine-rich alternatives to boring recurring revenue models:Limited-run cohorts: Short sprints, not never-ending slogsRetainers with rotating scope: New focus each quarter keeps it freshMemberships by season/theme: Built-in breaks & changing contentQuarterly intensives: Ditch the monthly grind; go deep, then restPlanned sunsets: Don't beat dead offers—set a clear end date!Built-in refreshes: Schedule reinventions before boredom strikesThe offer you're white-knuckling today is NOT the offer that'll get you to the next level. Try, tweak, or sunset—but make it on YOUR terms. Mentioned during this episode:Episode #238_Creative Sprint Days: One Entrepreneur's Solution for an ADHD-Friendly Business, with Evan Sargent Other episodes in the series:Ep #315: How Successful ADHD Entrepreneurs Trigger Hyperfocus on DemandEp #317: Time Blindness is a Pricing Problem, Not Just a Productivity ProblemYour ADHD-ish ™ host, Diann Wingert Diann Wingert is a business strategist, coach, serial entrepreneur, former psychotherapist, and passionate thought leader at the intersection of ADHD and entrepreneurship. In addition to hosting the ADHD-ish ™ podcast, Diann is the creator of The ADHD-ish ™ Method, a practicing Buddhist, dog mom, and relentlessly curious human.Want help to reimagine business with your ADHD traits in mind? Schedule a free consultation to explore 1:1 ADHD entrepreneur coaching with ADHD business strategist and coach, serial business owner, and former licensed psychotherapist, Diann Wingert.For more ADHD-informed business strategies, follow ADHD-ish for the rest of the Reframing Your ADHD Traits as Business Strategies, as well as inspiring guest interviews and real client success stories! Subscribe/Follow ADHD-ish on Apple or Spotify© 2026 ADHD-ish™ Podcast. Intro music by Ishan Dincer / Melody Loops / Outro music by Vladimir / Bobi Music / All rights reserved.
Welcome back to ADHD-ish! I'm Diann Wingert, and in this episode, we're addressing a question that many business owners with ADHD hesitate to ask themselves: Do you actually like the work that brings you your most reliable income?Not just the money, but the day-to-day tasks, the routine, and the clients you serve month after month. Understanding neurodiversity means recognizing that what works for neurotypical business owners—predictable recurring revenue models—may actively sabotage your success.Because so many of them hate to admit they don't, I'm breaking down what I call the “recurring revenue trap”—the idea that true business maturity comes from stacking retainers, running memberships, or launching evergreen offers for that coveted, predictable income.This myth is especially damaging for those of us navigating neurodiversity in business. But what happens when your ADHD brain, which craves novelty, challenge, and variety, clashes with the sameness and repetition these models demand?If you've ever found yourself bored, resentful, or white-knuckling through work that “should” feel like a win, the problem isn't you—it's a structural mismatch between how neurodiversity is wired and traditional business models.3 key takeaways for ADHD business owners:Predictability vs. Novelty: Recurring revenue models (like retainers and memberships) are built for brains that thrive on sameness and routine—not the dopamine-hungry ADHD brain, which craves novelty, challenge, and change. Understanding neurodiversity means designing around these realities, not fighting them.Structural Not Personal: Burning out on reliable income streams isn't a failure—it's a sign of structural mismatch. ADHD brains are wired to lose motivation with repetitive, predictable work. This is where value based pricing strategy becomes essential—charging for outcomes and transformation, not time.Design for Your Brain: You DON'T have to quit recurring revenue altogether. Instead, intentionally build novelty into your recurring offers—limited run cohorts, rotating scopes, themed “seasons,” and planned refreshes let you keep both financial stability and creative energy. A flexible retainer model can honor both your needs and your neurodiversity.6 Dopamine-rich alternatives to boring recurring revenue models:Limited-run cohorts: Short sprints, not never-ending slogsRetainers with rotating scope: New focus each quarter keeps it freshMemberships by season/theme: Built-in breaks & changing contentQuarterly intensives: Ditch the monthly grind; go deep, then restPlanned sunsets: Don't beat dead offers—set a clear end date!Built-in refreshes: Schedule reinventions before boredom strikesThe offer you're white-knuckling today is NOT the offer that'll get you to the next level. Try, tweak, or sunset—but make it on YOUR terms. Mentioned during this episode:Episode #238_Creative Sprint Days: One Entrepreneur's Solution for an ADHD-Friendly Business, with Evan Sargent Other episodes in the series:Ep #315: How Successful ADHD Entrepreneurs Trigger Hyperfocus on DemandEp #317: Time Blindness is a Pricing Problem, Not Just a Productivity ProblemYour ADHD-ish ™ host, Diann Wingert Diann Wingert is a business strategist, coach, serial entrepreneur, former psychotherapist, and passionate thought leader at the intersection of ADHD and entrepreneurship. In addition to hosting the ADHD-ish ™ podcast, Diann is the creator of The ADHD-ish ™ Method, a practicing Buddhist, dog mom, and relentlessly curious human.Want help to reimagine business with your ADHD traits in mind? Schedule a free consultation to explore 1:1 ADHD entrepreneur coaching with ADHD business strategist and coach, serial business owner, and former licensed psychotherapist, Diann Wingert.For more ADHD-informed business strategies, follow ADHD-ish for the rest of the Reframing Your ADHD Traits as Business Strategies, as well as inspiring guest interviews and real client success stories! Subscribe/Follow ADHD-ish on Apple or Spotify© 2026 ADHD-ish™ Podcast. Intro music by Ishan Dincer / Melody Loops / Outro music by Vladimir / Bobi Music / All rights reserved.
What if one of the biggest business opportunities today is hiding in plain sight? In this episode of the Massive Passive Cashflow Podcast, Gary Wilson sits down with Lane Martin, CEO of Modern PURAIR®, Canada's largest coast-to-coast indoor air quality company, to discuss how the growing demand for clean air is creating new opportunities for entrepreneurs, investors, and business owners. From residential HVAC cleaning and air purification systems to commercial contracts with healthcare providers, schools, and property managers, Lane explains how indoor air quality has evolved into a high-demand, recurring-revenue industry—especially after COVID-19 changed how people think about the air they breathe. You'll learn: ✅ Why indoor air quality is becoming a booming industry ✅ How HVAC, duct cleaning, and air purification services create recurring revenue ✅ The impact of tighter building standards on air quality demand ✅ What makes a successful franchise owner ✅ How to evaluate franchise opportunities before investing ✅ The importance of recurring commercial clients and long-term contracts ✅ Why "boring businesses" often generate extraordinary wealth ✅ How entrepreneurs can build an asset that eventually creates a profitable exit Whether you're a real estate investor, entrepreneur, franchise buyer, or someone looking for a scalable business opportunity, this episode offers valuable insights into a rapidly growing market. Connect with Lane Martin Website: www.modernpurair.com LinkedIn: https://www.linkedin.com/in/lane-martin-7377a114/ Facebook: https://www.facebook.com/purairguy Instagram: https://www.instagram.com/lanemartin/ Twitter: https://x.com/ModernPURAIR Attention Investors and Agents: Are you ready to scale your real estate business and connect with like-minded professionals?
- Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Many entrepreneurs assume that a recurring revenue business guarantees steady cash flow, assuming it is the most secure entry into small business ownership. In this video, I break down 10 risks that can hide inside recurring revenue businesses, including customer concentration, client churn, contract issues, slow-paying customers, valuation mistakes, and hidden project revenue. If you're thinking about buying a business, evaluating a business for sale, or exploring entrepreneurship through acquisition (ETA), understanding these risks could save you from making an expensive mistake. **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* See why I chose Xero for my business here: https://youtu.be/LfaGUfwStqo Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com #RecurringRevenue #BuyABusiness #BusinessAcquisition #ETA #BusinessValuation #DueDiligence #SmallBusiness #Entrepreneurship #BusinessBuyer #Investing Youtube music licensing code: 5PJWQOE5ZZHTQSRY
What happens after orthodontic treatment ends? For many practices, it's a missed opportunity. Patients lose retainers, stop wearing them, and eventually see their results begin to shift. Meanwhile, practices lose touch with patients and leave recurring revenue on the table. In this episode, Dr. Len Tau sits down with Dr. Blair Feldman, orthodontist, entrepreneur, and co-founder of Retainer Club, to discuss how practices can transform retention from an afterthought into a scalable patient care and revenue strategy. Drawing from his experience building and exiting multiple orthodontic practices, Blair shares how subscription-based retainer programs help practices protect treatment outcomes while creating a seamless patient experience. Dr. Len and Blair explore the economics of retainer programs, patient compliance, recurring revenue opportunities, AI adoption, and the importance of maintaining relationships with patients long after treatment is complete. Whether you're an orthodontist, Invisalign provider, or general dentist offering aligner therapy, this conversation offers practical strategies for extending patient lifetime value while improving clinical outcomes. What You'll Learn Why retention is one of the most overlooked stages of orthodontic treatment How recurring revenue models can benefit both patients and practices The biggest mistakes practices make after treatment is completed How online retainer fulfillment improves patient compliance Recommended strategies for pricing retainer programs Why patient education is critical for long-term treatment success The role technology and automation play in post-treatment care How practices can increase patient lifetime value through retention programs The importance of transparency when discussing retention and retreatment Business lessons from building and scaling a successful dental startup Key Takeaways 01:48 Set It and Collect It: How Smart Practices Are Building Recurring Revenue After Aligner Treatments 04:20 The Retainer Gap Most Practices Overlook 08:11 Why Retainers Need Regular Replacement 11:13 Building Predictable Recurring Revenue with Retainer Programs 14:22 The Ideal Retainer Program Playbook 17:36 What Happens When Patients Lose Their Retainers? 18:40 Creating Long-Term Retention and Wellness Scan Strategies 23:05 Subscription Models and Automated Retainer Delivery 24:11 Beyond Orthodontics: Veneer Guards, Whitening Trays, and More 26:30 Why Every Aligner Practice Needs a Retention Program 31:14 Common Objections Practices Have About Retainer Programs 32:35 Lightning Round: Business, Leadership, and Entrepreneurship 38:45 Special Offer for Raving Patients Listeners — Connect with Dr Blair Co-Founder & President, Retainer Club LinkedIn: Blair Feldman Website: Retainer Club Learn more about how Retainer Club helps practices create recurring revenue while protecting patient outcomes through seamless retainer fulfillment programs. — Learn proven dental marketing strategies and online reputation management techniques at DrLenTau.com. This podcast is sponsored by Dental Intelligence. Learn more here. This podcast is sponsored by CallRail, call tracking & lead conversion software for dentists. Find out more here. Raving Patients Podcast is your go-to place for the latest and best dental marketing strategies that will help you skyrocket your practice. Follow us for more!
In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley shares five strategies he would prioritize when launching a new e-commerce brand today. Drawing from over a decade of experience scaling his own brand to eight figures, Josh covers: building recurring revenue models for compounding growth, identifying products with TikTok Shop viral potential, securing favorable manufacturer payment terms to optimize cash flow, prioritizing TikTok Shop as the primary sales channel over Amazon or Shopify, and developing a mission-driven brand that commands trust and premium pricing. The episode delivers actionable insights for entrepreneurs seeking scalable, sustainable e-commerce success.Bullet Points:Importance of recurring revenue models for sustainable growth in e-commerce.Strategies for identifying products with viral potential on TikTok Shop.Building strong relationships with manufacturers to secure favorable payment terms.Prioritizing TikTok Shop as the primary sales channel for new products.Developing a mission-driven brand that fosters trust and allows for premium pricing.The impact of subscription or membership models on customer lifetime value.Leveraging TikTok Shop's unique algorithm for effective product-market fit testing.Utilizing pre-orders as a cash flow strategy to fund production.The shift in e-commerce dynamics away from traditional platforms like Amazon.Creating a cohesive brand narrative to enhance customer loyalty and brand value.Timestamps:00:00:54 Recurring Revenue is KeyThe importance of building a brand with a recurring revenue model, like consumables or subscriptions, for compounding growth.00:07:55 Viral Products on TikTok ShopFocus on finding or creating products that have viral potential on TikTok Shop to unlock success across all sales channels.00:09:57 Strong Manufacturer RelationshipsPrioritize building relationships with manufacturers to secure favorable payment terms, creating a negative cash conversion cycle for infinite scalability.00:14:10 Prioritizing TikTok Shop FirstLaunch new products on TikTok Shop first, as success there proves viability and drives traffic to other channels like Shopify and Amazon.00:17:08 Building a Mission-Driven BrandFocus on creating a true brand with a mission and values to build customer trust and command premium pricing.00:19:28 Recap of the Five StrategiesA summary of the five key focus areas: recurring revenue, TikTok virality, manufacturer terms, TikTok Shop first, and mission-driven branding.Links and Mentions:Business Models & Revenue"Reoccurring Revenue": "00:01:54""Reoccurring Revenue": "00:19:28"Products & Tools"Intake Breathing": "00:04:04"E-commerce Platforms & Sales Channels"TikTok Shop": "00:08:56""Sales Channels": "00:19:28""Viral Products on TikTok": "00:19:28"Supplier & Manufacturer Relationships"Manufacturer Relationships": "00:09:57""Manufacturer Relationships": "00:19:28"Business Strategies"Pre-orders": "00:12:09"Branding & Mission"Brand Mission": "00:17:08""Brand Purpose": "00:19:28"Transcript:Josh Hadley 00:00:00 I'm going to share with you the five things I would focus on if I had to start a brand new e-commerce brand from scratch today. Welcome to the Ecomm Breakthrough Podcast, I'm Josh Hadley. I've scaled my own ecommerce brand from 0 to 8 figures, and I'm actively building towards nine figures in sales. This podcast is where I document that journey and share the systems, the strategies, and the lessons learned in real time so that you can learn what actually matters and scale your own business. My name is Josh Hadley. First and foremost, I am a man of faith. I'm a husband to a beautiful wife and the father of four children. I've been selling you the e-commerce space for over a decade, doing over $20 million in annual revenue and selling multi-millionaire on Amazon, TikTok, shop and Shopify. And I am also the host of the number one business strategy podcast Ecomm Breakthrough. Today, I want to share with you the five things that I would really focus on if I had to start a brand new eCommerce brand from scratch.Josh Hadley 00:00:54 And this is honestly coming from a point of identifying like the weaknesses within my own brand things I would wish I could change if I, you know, could have any dream or wish in the world. But also, after having run my own e-commerce brand for the past ten years and having pivoted that brand a whole number of times, and we've pivoted the brand multiple times in order to keep it afloat. And with all of that experience, here are the top five things that I would be actively working on if I had to start a new brand from scratch. So number one, the holy grail of all things I would be looking for in any new e-commerce brand is do they have reoccurring revenue? Okay, that could be two different things. I could have a consumable item and it could be like a razor blade as an example, right. For shaving if I needed. That's why Harry's Razors, All Dollar Shave Club, etc. like we're all very familiar with them because they are able to spend a lot of money up front to go acquire a customer because they know the lifetime value of a customer, because they know that customer is going to come back and reorder the cartridges to refill their razor blades on their razors, etc. that is the holy grail of e-commerce.Josh Hadley 00:02:06 And so it's the same thing with supplements, right? That's why there's the supplement space is heavily crowded, but there's so much opportunity because if you get it right, you now have a compounding vehicle. And this is the biggest mindset shift that I've had to go through. When I first started in e-commerce, I was excited whenever I got that first sale, even on Etsy, right? And on Shopify, you hear the catching sound and you love that sound and you're just like, yes, I got a new customer. And yes, it gives you a good boost of dopamine. However, I'm getting really tired at this stage of my career in just being so front end acquisition heavy, and that's one of the most disappointing things. If I were to look back over the past decade, is I have not compounded my growth. We have sold millions, millions of customers have purchased our products. That's great. Sounds impressive. However, I wish that those millions of customers would have compounded over the past decade.Josh Hadley 00:03:07 But instead we were so front end acquisition heavy and focused that yes, we could go generate a sell for a new product on Amazon. But then what? Every day we start at zero. Every month I start at zero. And that is one of the biggest challenges in business if you want. It's all about having the right money model that sits behind your brand, and that is ultimately the biggest e-commerce brands that are able to scale more quickly and rapidly have either a consumable product that customers need to come back and repurchase, whether it be a supplement, whether it be, you know, maybe you're selling soda or its candy food, or it's even something like we talked about the refillable cartridges, which, by the way, here's a new brand that I was actually very, very impressed with. They took this and they said, hey, how do we how do we invent reoccurring revenue into a business where, more often than not, it's just kind of like one time purchases. So this is coming into it's called intake breathing.Josh Hadley 00:04:04 And what they have are these nas...
The Action Academy | Millionaire Mentorship for Your Life & Business
Ryan Pineda joins Brian to break down how he turned a $25 golf consulting offer into a half-million dollars in revenue and, eventually, a full mastermind business called M19 built entirely around business owners who love golf.Brian and Ryan cover:How Ryan went from charging $25 per round to $10K per session without running a single ad, just by posting one Instagram storyWhy his wife's offhand comment after a golf retreat became the insight that unlocked the entire M19 business modelThe recurring revenue structure behind M19 and why the trips are retention tools, not profit centersHow members write off their annual dues and every trip as a legitimate business expenseWhy Ryan believes the best businesses are built around what you already do for fun, not what you think the market wantsThe supply vs. demand constraint framework and how Ryan used it to price his way out of being overbookedWhere AI is headed for service businesses and why Ryan thinks tax firms, like realtors, aren't going anywhereIf you want to build a business around your lifestyle instead of despite it, this one's worth the full listen.If you want to leave corporate America in the next 6-18 months - you should check out our Action Academy Community
Reed Nyffeler is a serial entrepreneur, franchise founder, and business strategist who has spent more than two decades building scalable service businesses. As the founder and CEO of Signal, a global security services franchise operating across dozens of states and multiple countries, Reed has developed a unique approach to entrepreneurship centered on solving real customer problems, maximizing the value of your time, and creating recurring revenue streams. In this episode, he shares the lessons that helped him build hundreds of millions of dollars in enterprise value and explains why the next generation of entrepreneurs may find their greatest opportunities in service-based businesses. On this episode we talk about: How Reed made his first $5,000 by solving a simple problem for college students Why successful entrepreneurs focus on problems instead of products The importance of assigning a dollar value to your time Building recurring revenue through commercial service businesses How franchising creates opportunities for the next generation of entrepreneurs Top 3 Takeaways The best businesses solve problems customers already have. The easier and more immediate the solution, the faster people are willing to pay for it. Entrepreneurs should place a clear value on their time and focus their efforts on high-impact activities that create the greatest return. Recurring revenue businesses create stability, scalability, and long-term enterprise value that can be expanded through additional services and acquisitions. Notable Quotes "If you can build something that works better for less, you're going to have a pretty good business." "A lot of people are addressing the symptom but not the problem." "If you really stay curious, find a way that nobody else has found, and execute well on it, you'll be successful making money." Connect with Reed Nyffeler: LinkedIn: https://www.linkedin.com/in/reednyffeler/ Website: https://reednyffeler.com/ Other: Signal Security | FilterGo | framebrand A Word from Our Sponsors: - Are you ready to start your own creatorjourney and make it big? Visitwww.fanvue.com today and launch yourcareer! - To learn more about Mode Mobile and its investor community, go to https://invest.modemobile.com/travismakesmoney -Travis Makes Money is made possible by High Level – the All-In-One Sales & Marketing Platform built for agencies, by an agency.Capture leads, nurture them, and close more deals—all from one powerful platform.Get an extended free trial at gohighlevel.com/travis Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 350 hosts Max Hayward (Co-Founder at Aesthetic Nurse Software) from England, UK. In this podcast we talk about the evolution of an all-in-one clinic management platform for medical aesthetics professionals - Aesthetic Nurse Software. Max explains the origins of ANS and how he and their developer solved his mother's need for a better clinical notes and documentation solution. We cover why having a proper patient journey mapped out leads to better compliance and how ANS has been adapted for both UK and the Australian requirements. We cover ANS's key features and how it has evolved with beta testing and user feedback. Tools we touch on include automations, rich reporting features, segmentation, email marketing, memberships and Klarna/Afterpay functionality. 00:00 Introduction 00:31 Max Hayward 02:17 Origin Story With His Mum 04:13 Working Mother Son Duo 07:02 Compliance First Design 08:58 Paper And Phone Risks 12:14 Australia Regulation Tweaks 13:44 Simple Yet Powerful UX 16:21 Building And Feature Growth 19:35 Naming Beyond Nurses 21:18 Automation Reports Marketing 23:46 Consultants And Retention Metrics 25:13 Measuring Patient Retention 26:02 Trial and Error Growth 26:47 Memberships for Recurring Revenue 29:35 Compliance and S4 Limits 31:42 Product Feedback Loop 33:50 Security and Support Promise 35:29 Buy Now Pay Later Options 36:57 All in One Feature Recap 37:49 AI for Data Insights 39:30 Chatbots After Hours Leads 41:20 US and Canada Expansion 42:21 Switching Systems Data Import 43:54 Pricing Plans and Offer 45:28 Wrap Up and Events IA Listeners can get a free trial of ANS by clicking this link (& please click IA Podcast as the referrer!) DOWNLOAD OUR NEW APP IA COMMUNITY: DOWNLOAD FOR APPLE DEVICES DOWNLOAD FOR ANDROID DEVICES THEN GET A FREE 30 DAY SUBSCRIPTION (After you've downloaded the app and signed up for free): FOR HEALTHCARE PROFESSIONALS FOR BUSINESS OWNERS/NON-CLINICAL PROFESSIONALS
Many medical practices are eager to add wellness services, but few are prepared for what it takes to run them well. In this episode, Amy Anderson, Founder of ACG Practice Partners, breaks down how to successfully integrate wellness into an existing practice. Learn why practices often underestimate the operational, financial, and compliance complexity behind services like weight loss programs, and how those missteps can quietly impact profitability and performance. Tune in for practical strategies to build recurring revenue while avoiding the operational pitfalls that derail many wellness initiatives.Chapters00:00 Intro00:50 Banter04:40 Guest background06:48 What is ACG Practice Partners?07:25 What wellness trends are impacting medical practice operations?09:38 Are surgical practices entering the wellness space?11:40 What are the benefits of adding wellness services to a practice?12:26 What are the most in-demand wellness treatments?13:57 How can practices balance adding wellness services with patient demand?15:15 What operational and financial blind spots come with adding wellness services?19:48 What are best practices for integrating wellness into a practice?22:23 Do medical weight loss services help or hurt surgical revenue?24:10 What will the wellness industry look like in the next five years?26:41 Access+27:23 Legal Takeaways28:56 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadattoStay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn
In this best of episode, we talk stacking recurring monthly revenue. We discuss : how to know when you're ready to scale your business from 2x to 10x (and how to do so) the value of group programs vs. 1:1 coaching breaking down tangible examples of recurring income you can apply to your business now why having a security baseline of recurring revenue allows for more freedom in the ebbs and flows in the seasons of your business and so much more! _________________________________________________________ Apply to Magicmind Mastermind HERE Join The Chamber HERE Say hi on Instagram HERE, I'd love to hear your thoughts on this episode!
What if your biggest competitive advantage is already sitting inside your business, untapped?In this episode of Capability Amplifier, I sit down with Michael Rozbruch and Isaac Park to talk about how they built AutoDrive CRM, the nation's only marketing CRM designed specifically for tax resolution professionals.Michael spent 16 years growing a tax resolution firm from a dining room table startup into a $23 million company. After exiting in 2014, he launched Roz Strategies with his wife and business partner Rosalind, and went on to coach and train over 14,000 tax professionals. But his members kept running into the same wall: they couldn't automate the follow-up the way Michael had.Isaac Park came in as a digital marketing and automation specialist and helped Michael do something remarkable,he took decades of proven IP and packaged it into a scalable platform that any tax resolution pro can use.One beta user, CPA Toph Sheldon, went from struggling to convert leads at $400K-$600K to projecting $1.8 million in 2025, without spending more on marketing. Just better follow-up.This conversation is a masterclass in mentor-to-implementer partnerships, turning intellectual property into leverage, and why the niche you ignore might be the biggest opportunity in your market.In this episode, we cover:Why the best tech partner is probably already inside your business - and how to spot themMichael's 11-touch, 180-day follow-up system that converted 67% of unconverted consultationsHow Isaac learned to listen for the outcome first and fill in the technical details secondWhy most tax pros (and professional practice owners) have a case management system, not a real marketing CRMThe difference between a yes-man and a true problem solver - and why it matters for any partnershipHow Michael and Rosalind earmark a monthly budget specifically for testing and learningWhat the AutoDrive beta rollout taught them about building scalable software from proven IPWhere Ai fits into the future of AutoDrive - and what "solo millionaires" could look like in this industryTIMESTAMPS00:00 - Introduction: packaging decades of expertise into a scalable product02:14 - Michael's origin story: from fired on the 405 to $23M firm05:05 - Discovering the IP: how a tax resolution business became a coaching empire07:12 - Isaac joins the story: from implementation to partnership09:14 - What to look for in a tech partner (and where to find them)14:26 - Isaac's approach: submit to the authority, earn the freedom21:05 - The 11-touch, 180-day follow-up system that converts 67% of leads25:30 - Toph Sheldon: from $600K to $1.8M using AutoDrive38:01 - How to decide what to build next - and what to leave alone43:30 - Advice to their past selves: move faster, solve the big problem soonerDiscover More
26+ actionable passive income ideas for 2026 and beyond in this lively and interactive episode with Favour Obasi-ike, MBA, MS and a panel of guests. Drawing inspiration from a viral Instagram post by Business Bounce, the conversation moves far beyond a simple list—delving into real experiences, mindset, and strategies for creating true wealth streams.Listeners are guided through proven paths like dividend stocks, selling digital courses, high yield savings accounts (HYSA), rental real estate, affiliate marketing, and innovative digital ventures such as podcasting and blogging.Our guests share personal stories, cautionary tales, and practical recommendations. The episode emphasizes the importance of research, updating your skills, the power of community, multiple income streams, and maintaining the right money mindset.The dialogue covers everything from global economic nuances, risk tolerance, automation, and leveraging data, to optimizing your online presence for long-term recurring income.Practical tools and resources are mentioned, such as Google AdSense, Cap.so, and tips for leveraging couponing apps or optimizing SEO for passive returns.Real-life examples and community questions bring depth and high value to listeners at any stage of their wealth-building journey.Ready to Rank? Book Your SEO & Web Dev Services Today
Membership plans are starting to move from an interesting idea to something practices genuinely need to understand. In this episode of Power Hour, host Eugene Shatsman sits down with Cody Tomasik, Founder and CEO of DirectOD, a platform built within real optometry practices to solve the frustrations of vision plans, low reimbursements, and cash-pay patient retention. What makes this conversation critical is the shift it represents: moving away from third-party entities that dictate your revenue flow toward a direct, one-to-one relationship with your patients through customizable benefits. And as Cody explains, when you cut out the middleman, the math becomes incredibly compelling for any practice owner.
Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies
Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training How can you build an agency that outlasts your involvement in it? And what happens to your identity when you finally make that shift? Over the course of 22 years, today's featured guest grew a one-person freelance operation into a full-service digital agency doing eight figures and then sold it. In this conversation, he'll unpack the real lessons from that journey: the painful transitions between operator, manager, and architect, the hiring decision that finally unlocked his ability to step back from the work he loved, and why the question isn't just who you need on your team — it's who you need to become. Dave Benton is the founder and former CEO of Metajive, a full-service digital agency specializing in complex digital products and platforms. With over two decades of experience, Dave built his agency from freelance beginnings into an eight-figure business, eventually leading to a successful exit. Today, Dave is focused on innovation, particularly in AI, and how agencies must evolve structurally to remain competitive in a rapidly shifting landscape. In this episode, we'll discuss: Operator to owner evolution Recurring revenue as a growth lever AI as an operational requirement, not a competitive advantage Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Toggl: Most agencies are losing 15–30% of their profit every year: lack of time tracking, messy manual timesheets, scope creep, untracked revisions, and all those "quick" client requests that never get billed. Toggl has created a fast, interactive way to uncover exactly where your margins are leaking. Start your investigation now at toggl.com/smartagency and use the code SMARTAGENCY10 at checkout for a 10% off annual plans. When Freelancing Becomes a Business Building an agency wasn't a single decision for Dave. It was an evolution that happened only after making several key decisions. It took him nearly eight years before the business truly felt like a company, not just a collection of projects and contractors. This delay wasn't due to lack of opportunity, but rather the absence of structural clarity. Like many founders, he initially relied on freelancers and partnerships to extend capacity. It wasn't until he introduced stability, through a small team and operational support, that the business began to compound. His experience reinforces a critical principle: agencies don't become scalable when revenue increases, but when structure stabilizes. The key mistake many founders make at this stage is avoiding the discomfort of responsibility. Hiring a team introduces fixed obligations in a variable revenue model, which forces a shift in thinking. The Founder Evolution Problem (Operator → Architect) Dave candidly describes this transition as "slow and painful," largely because he attempted to skip stages, trying to build a leadership team before the business could support it. This misalignment is common. Founders hear advice like "hire great people" or "get the right people on the bus," but apply it prematurely. Without the revenue, clarity, or systems to support those hires, it leads to inefficiency and frustration. The business must earn the right to complexity. Dave also dealt with the challenge of redefining his identity within the agency. He deeply identified as a creative director, which made delegation difficult because of his personal attachment to the work. This is the hidden bottleneck in most agencies: the founder's self-concept. The breakthrough came when he hired an exceptional executive creative director, someone good enough to replace him at a level he respected. This evolution required letting go of control, redefining his role, and shifting focus from output to system design. That transition, from doing the work to building the machine, is where real scale begins. Recurring Revenue and Stability as a Growth Multiplier Another critical unlock Dave shares is the role of recurring revenue in accelerating growth. His agency's trajectory changed significantly when they secured a long-term relationship with a major enterprise client, embedding a dedicated team within that organization. This shift introduced predictability, which is often underestimated in agency growth. Project-based revenue creates constant volatility, forcing founders to stay involved in sales and delivery. Recurring revenue, on the other hand, creates operational breathing room, allowing leadership to focus on systems, talent, and long-term strategy. Stability reduces decision fatigue, smooths cash flow, and enables more strategic hiring. Without it, agencies remain reactive. With it, they can become intentional. AI Is the New Baseline Both Jason and Dave challenge the common narrative that AI is a competitive edge. Instead, they position it as a requirement, similar to the shift from traditional to digital agencies years ago. Dave shares several striking data points: a growing percentage of B2B buying journeys now begin with AI-driven platforms, and a majority of deals are effectively decided before human interaction even begins. This changes the game entirely. If your agency isn't visible or credible within these AI ecosystems, you're excluded before the sales process starts. Internally, AI adoption requires structural integration and must go beyond tools. Dave's agency is experimenting with agents across functions, from development to QA to leadership coaching. The goal isn't efficiency alone, but capability expansion: turning team members into orchestrators rather than executors. However, this transition introduces a leadership challenge. Founders must balance urgency with stability, pushing teams to adopt AI without creating fear around job security. The agencies that succeed will be those that reframe AI as an amplifier of talent, not a replacement for it. Building an AI-Enabled Organization (Not Just Using AI) Many founders are using AI to enhance their own performance, but failing to distribute that capability across the organization. This creates a bottleneck, where the founder becomes even more central, not less. Dave is actively working to avoid this by equipping every department with tailored AI tools and training. Developers, designers, and producers each have different use cases, and the goal is to elevate the entire system, not just individual output. This aligns with a broader shift in agency structure: from teams of executors to teams of orchestrators. The future agency isn't defined by how many people it employs, but by how effectively those people leverage systems and automation to produce outcomes. The long-term implication is that agencies that fail to operationalize AI will face margin compression and reduced competitiveness. Those that integrate it deeply will unlock new levels of scale without proportional increases in headcount. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.
Predictable income. Recurring revenue. Long-term client relationships. These are the reasons why retainer clients seem so appealing. Who wants to start from zero every month when you could have a committed client?But the truth is retainer clients don't actually provide, let alone ensure, financial stability. They might actually keep you from having the kind of business and freedom you really want.In this episode, I talk about why retainers seem so appealing, and how they're actually holding you back. Tune into this episode to hear:Why retainers feel like the “safe” option (and why that's misleading)The hidden reason retainers are almost always less profitable than project workThe real danger: what happens when one (or all) of those clients leaveHow to create predictable income without relying on retainersWhat to do if you already have retainer clients (don't panic—no burning bridges required)Resources:Grab the first chapter of my new book Scale Solo: scalesolobook.comGrab a copy of my book: Badass Your Brand - https://www.badassyourbrand.com/Program: No BS Mastery: https://nobsmastery.com/programProgram: No BS Agency Mastery: https://join.nobsmastery.com/agency-masteryNo BS Clients Lab: https://nobsclientslab.com/The Price to Freedom Calculator™ - http://nobsmastery.com/price
Are you interested in creating a recurring revenue stream for your roofing company? Most roofers immediately think that the answer is with commercial sales, but that's where most roofers go wrong. In this interview with commercial roofing expert Cody Kline, you'll learn the simplest path to selling service contracts. And surprisingly, Cody recommends starting with residential sales (if that's your bread and butter) instead of commercial. Watch this interview to learn why and how. =============FREE TRAINING CENTERhttps://adamsfreestuff.com/ FREE ROOFING MARKET REPORT:https://roofmarketreport.com/JOIN THE ROOFING & SOLAR REFORM ALLIANCE (RSRA)https://www.rsra.org/join/ GET MY BOOKhttps://a.co/d/7tsW3Lx GET A ROOFING SALES JOBhttps://secure.rsra.org/find-a-job CONTACTEmail: help@rsra.orgCall/Text: 303-222-7133PODCASTApple Podcasts: https://apple.co/3fSQiev Spotify: https://bit.ly/3eMAqJe Available everywhere else :)FOLLOW ADAM BENSMANhttps://www.facebook.com/adam.bensman/ https://www.facebook.com/RoofStrategist/ https://www.instagram.com/roofstrategist/ https://www.tiktok.com/@roofstrategist https://www.linkedin.com/in/roofstrategist/#roofstrategist #roofsales #d2d #solar #solarsales #roofing #roofer #canvassing #hail #wind #hurricane #sales #roofclaim #rsra #roofingandsolarreformalliance #reformers #adambensman
The Tropical MBA Podcast - Entrepreneurship, Travel, and Lifestyle
Most founders assume scaling means hiring. Jesse Hanley built a 7-figure SaaS and refused to. From Japan, Jesse runs Bento — a profitable email marketing platform — almost entirely on his own. In this episode, he explains why he turned down a ~$10M acquisition offer and the frameworks that make a one-person company possible today. Topics include: ● The “Main Quest vs Side Quest” framework for staying focused in an AI-everything world ● Why Jesse refuses to hire full-time employees (and his “cockroach business” philosophy) ● Turning down a ~$10M acquisition offer to protect his lifestyle ● How AI agents now handle support, bugs, and development tasks ● Building a new product in 5 days with AI that now generates ~$10K MRR ● The Max MRR framework that explains why SaaS companies plateau ● The revenue milestone that finally made him feel financially secure Tropical MBA is a podcast for entrepreneurs building location-independent businesses. Subscribe for weekly episodes on business, money, and the entrepreneurial lifestyle. Hang out exclusively with 7+ figure founders in DC BLACK Our sponsor, Bento - Email marketing for bootstrapped founders CHAPTERS (00:00:00) Solo Founder Lifestyle & Intro (00:03:16) Meet Jesse & Bento + Why Build Email SaaS (00:04:53) AI Models, Tooling & Product Direction (00:07:32) Work Grind, Family & Financial Goals (00:11:12) No Hiring, Contractors & AI Leverage (00:17:48) Main Quest vs Side Quest (Core Strategy) (00:22:13) Getting Customers, Self-Serve & Churn Limits (00:26:44) MRR, Pricing & Positioning (00:34:45) AI Workflows, Agentic Tools & Discipline (00:40:24) Revenue Goals, Daily Routine & 4-Hour Vision CONNECT: Dan@tropicalmba.com Ian@tropicalmba.com Past guests on TMBA include Cal Newport, David Heinemeier Hannson, Seth Godin, Ricardo Semler, Noah Kagan, Rob Walling, Jay Clouse, Einar Vollset, Sam Dogan, Gino Wickam, James Clear, Jodie Cook, Mark Webster, Steph Smith, Taylor Pearson, Justin Tan, Matt Gartland, Ayman Al-Abdullah, Lucy Bella. PLAYLIST: The $10K Projects You Never Do (AI Just Changed That) How to Build a 6-Figure Digital Business with Claude Code 4 Ways to Start a Business From Scratch in 2026
You fight hard for the settlement. You win. The client is grateful…. And then the relationship ends. In this episode, Sanford M. Fisch and Robert Armstrong introduce the Enterprise Law Firm model — a way to stop restarting at zero every month and step off the PI cash-flow rollercoaster. By strategically adding estate planning and wealth management as an ancillary business, they explain how firms can generate recurring revenue while deepening client relationships. You'll learn: How to add wealth management work without advertising to the public. How estate planning naturally flows from a PI settlement. Why working on the business — not just in it — future-proofs your firm against AI and market shifts. If you like what you hear, hit Subscribe. We do this every week. Buy tickets for PIMCON 2026: pimcon.org Subscribe to our newsletter: newsletter.rankings.io Get Social! Personal Injury Mastermind (PIM) powered by Rankings.io is on Instagram | YouTube | TikTok