Podcasts about SMB

After chafing under the constraints of being a CEO, Katherine Butler-Dines & Rahul Desai bought a business of their own.Register for the webinar:Financing Your Deal: SBA vs. Non-SBA - Nov 13th - https://bit.ly/47OQpUATopics in Katherine and Rahul's interview:Katherine's early CEO experienceBoard conflicts pushed her toward majority ownershipAcquiring without a traditional bank loanConvincing the seller to do a seller notePaying the seller note with float from advance bookingsRahul built custom software to increase marginsSearching nights and weekends while at their W-2sAffordability of living in the midwestVision of acquiring and integrating more travel businessesLearning to delegate and enjoying free timeReferences and how to contact Katherine and Rahul:Katherine's LinkedInRahul's LinkedInAffinity Travel Co.Shell Zhang on Acquiring Minds: Buying a Not Boring Business with $600k SDEJared Benoff on Acquiring Minds: Why Buy a Travel Agency (Because They Can Crush It)Get complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

SummaryIn this week's episode of Startup Junkies, hosts Daniel Koonce and Caleb Talley sit down with Patrick Pulliam and Thomas Burkholder, founders of the NWA Patio Community, to explore the power of building meaningful connections through local social events.The conversation kicks off with a deep dive into both Patrick and Thomas's origin stories—unconventional journeys into real estate and entrepreneurship that led them to Northwest Arkansas. Both found that authentic networking opportunities were in short supply, especially outside of the typical business settings. As a result, founded four years ago, NWA Patio Community's Patio Socials offer a fun, relaxed space for professionals and newcomers alike to meet, connect, and support each other. The free monthly events have grown rapidly, attracting crowds of over two hundred attendees and gaining nearly four thousand followers on Instagram.The episode highlights how NWA Patio Community thrives on collaboration, local sponsorships, and a community-driven approach. Patrick and Thomas share that most sponsors are event attendees first, ensuring genuine buy-in and engagement, and giveaways spark excitement and increase participation, while innovative merchandise creates a sense of belonging.Listeners get an inside look at the challenges and rewards of scaling a for-profit community-focused business, balancing fun with intentional networking, and making real, lasting impact. If you're searching for inspiration to build community or grow your business, tune in today!Show Notes(00:00) Introduction(04:41) Patio Socials: Community & Networking(09:10) The Growth of Patio Socials(14:35) Remembering Faces Without Names(20:35) Strategies for Engaging Sponsors(23:37) Navigating Business and Community Goals(29:34) How Opportunities Shape Our Lives(30:15) Closing ThoughtsLinksDaniel KoonceCaleb TalleyStartup JunkieStartup Junkie YouTubePatrick PulliamThomas BurkholderNWA Patio Community

I got a cold call completely by chance while recording content, and as someone who reviews hundreds of sales calls, this was like Christmas morning. The health coaching rep did a solid job overall—good tone, professional, not pushy—but missed some critical opportunities that would've moved the deal forward. In this episode, I break down the entire call and show you what happens when a prospect quantifies where they are (I said I'm an 8.5 out of 10), why phrases like "small needle movers" kill urgency, how speed to lead matters more than you think, and the mistake of pitching another call without giving a compelling reason to show up. This is raw, real-time call coaching you can apply immediately.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Clayton Collins acquired HousingWire with a big vision for the small media business. 9 years later, it has come to life.Register for the webinar:Overcoming Risks from a Lender's Perspective -  TODAY! - https://bit.ly/3WxDKAsTopics in Clayton's interview:Hire for your skill gapsFlying around the country to meet investorsAsking for warm introductionsSelling investors on his strategic visionWhat to look for in a media companyDirect relationships with advertisers vs. programmatic adsRebuilding the sales team over and overRiding the wave of the mortgage industryMaintaining the magic of annual eventsSelling print ads differs from selling digital adsReferences and how to contact Clayton:LinkedInHousingWireNathan Gregory on Acquiring Minds: Business-Buyer Fit in a 42-Year-Old Media BizGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

WHERE IS THE MONEY? The million dollar question that Kat and Ian cannot answer. Please leave a comment after minute 6 if you can answer this question for us. From here, your favorite duo hits the highlights on SMB pain points with marketing. From cost to time consumption, Kat and Ian debunk allll the myths for SMBs. AND if you're more interested in exactly what Cisco is selling, check it out here: https://www.cisco.com/site/us/en/solutions/small-business/index.html#tabs-a107e9a621-item-6caff3e5bb-tab

At the Wildix Partner Day in Venice, Technology Reseller News Publisher Doug Green spoke with Jon Arnold, Principal of J Arnold & Associates, for a candid analyst perspective on Wildix's strategy and its growing impact on the SMB and channel markets. Arnold noted that while Wildix may be lesser known in North America, its channel-first model, AI-driven innovation, and SMB focus set it apart from larger UCaaS players. “Wildix isn't trying to be everything to everyone — they're laser-focused on SMBs that want modern, ROI-driven communications, not just dial tone,” said Arnold. “They understand how to meet these businesses where they are, whether they're still on legacy PBX systems or rebuilding after the pandemic's patchwork solutions.” He emphasized that Wildix's message is no longer about PBX replacement, but about transforming communications into a strategic asset. “Voice is no longer just about making phone calls — it's data. Once AI enters the picture, conversations become business intelligence, and that's where Wildix is delivering real value,” Arnold explained. Arnold also praised the company's verticalized offerings, including AI-powered retail and healthcare solutions that demonstrate tangible returns for customers and simplify the sales process for MSPs. “They're giving the channel out-of-the-box vertical solutions with integrations already done — that's gold for partners, because it accelerates time to market and reduces disruption,” he said. From workflow automation and open APIs to remote-friendly deployment, Arnold concluded that Wildix exemplifies a vendor that both lives and delivers on the distributed-work model. “They've stayed true to their SMB roots while bringing the power of AI to that market — and that's a story worth paying attention to,” he added. Learn more about Jon Arnold's research and market insights at jarnoldassociates.com.

In this episode, I speak with Akhil Nigam, CoFounder at Finmo, and we answer the critical question: How can global businesses transform their fragmented treasury operations into unified, intelligent systems that drive growth?He shares insights on why SMEs deserve better treasury solutions, how real-time payment rails are transforming cash management, and why MO AI is becoming the intelligent co-pilot every finance team needs.

Although every company is becoming a fintech now, Wix didn't set out to do so – the firm's entry into financial services started from observing what millions of small business owners actually needed when building their online presence. For Amit Sagiv and Volodymyr Tsukur, co-heads of payments at Wix, the path to serving these SMB customers well was paved through financial products: Wix had to take the payment infrastructure it had built for itself and transform it into tools that could help merchants manage their businesses. The foundation was already there. Wix had developed sophisticated billing systems to support its freemium model, accumulating deep expertise in payment routing, risk management, and global processing. "We built tremendous payment capabilities," Sagiv explained. "The billing manager of Wix wanted to take that offering and build a service for our users." What started as a small project evolved into a comprehensive financial platform serving businesses across the globe. The company now processes over $3 billion per quarter with a team of 160 people, covering payments, checking accounts, and capital lending. Listen to the podcast to hear how a chance collaboration between Wix's billing team and gateway developers turned into a fintech operation processing billions quarterly. Sagiv and Tsukur discuss why they deliberately avoided becoming a full-fledged bank, and how website data reveals creditworthiness before transaction history does. It's a conversation that dives deep into what it means to be serving SMB customers digitally and how firms can do embedded finance right.

Send us a text2026 will see incredible disruption. How can the solo-entrepreneur or SMB be ready?These top 3 risks reflect what is likely to occur, from a tariff tsunami, to AI phishing / spoofing to a race to tax corporations, chasing them across the globe.Are you ready to exploit the opportunities, are you prepared to have your reputation challenged by an AI bot pretending to be you?https://preparednesslabs.caDISCLOSURE Information shared here is for educational purposes only.  Individuals and business owners should evaluate their own business strategies, and identify any potential risks.  The information shared here is not a guarantee of success. Your results may vary.Copyright © 2025.Support the showhttps://preparednesslabs.ca/

MY NEWSLETTER - https://nikolas-newsletter-241a64.beehiiv.com/subscribeJoin me, Nik (https://x.com/CoFoundersNik), on Nikonomics as I interview Jesse Tinsley (https://x.com/JesseTinsley), the acquisition entrepreneur and CEO of Main Street, a company now valued at $750 million and on track for $500M ARR.In this episode, we break down how Jesse built a billion-dollar business through acquisitions, not venture capital, and why buying companies can be a faster, smarter path to wealth than building from scratch.What You'll Learn:How Jesse acquired distressed company Bench Accounting (with $40M ARR and 11,000 customers) over a single Christmas weekend, and turned it around with a $50M swing to positive cash flowThe exact acquisition-led growth strategy that's scaling Main Street into a $2B enterpriseWhy Search Funds and SMB acquisitions are exploding as a path for founders to build generational wealthHow a radical sense of urgency, Elon-Musk-style operations, and high-velocity decision-making can drive massive performanceThe MrBeast x TikTok acquisition story, and what it reveals about bold entrepreneurial thinkingHow improving customer satisfaction and NPS post-acquisition creates compounding growthThe flywheel effect behind Main Street's success and proprietary tech that detects employment fraud and optimizes payroll efficiency__________________________Love it or hate it, I'd love your feedback.Please fill out this brief survey with your opinion or email me at nik@cofounders.com with your thoughts.__________________________MY NEWSLETTER: https://nikolas-newsletter-241a64.beehiiv.com/subscribeSpotify: https://tinyurl.com/5avyu98yApple: https://tinyurl.com/bdxbr284YouTube: https://tinyurl.com/nikonomicsYT__________________________This week we covered:00:00 – Intro: From $20M startup to $750M valuation in one year00:26 – The crazy story: Buying Bench Accounting over a weekend02:45 – How Jesse pulled off the Bench acquisition with no prior talks05:15 – Turning a $40M ARR distressed asset into profit09:55 – Customer-first mindset: Fixing 10,000 tickets in 26 hours14:35 – Financing creative deals & integrating big acquisitions18:20 – Valuation jump to $750M & lessons from deal-making20:40 – Inside the TikTok bid with MrBeast & global investors25:25 – Advice for entrepreneurs: Buy vs. build and the search-fund model34:50 – Building Main Street into a $5B company & final lessons on speed and urgency

At the Wildix Partner Day in Venice, Italy, Technology Reseller News Publisher Doug Green sat down with Jason Uslan of Wildix to discuss how the European-born UCaaS and PBX provider is helping small and midsize businesses modernize communications while preserving the trusted channel relationship. “Wildix is 100% channel — we only go to market through our partners,” Uslan explained. “That local partner knows the customer, understands their workflows, and can tailor the solution to fit their needs.” Wildix's unified platform enables SMBs to consolidate fragmented communications — legacy PBX, Microsoft Teams, CRM tools, and email — into a single, flexible system focused on both customer and employee experience. Designed for scalability, the Wildix solution gives partners full control over deployment, billing, and customer ownership while offering end users a seamless, device-agnostic experience across office and remote environments. Uslan emphasized that Wildix fits the SMB market “because it's built for it.” The platform is fully customizable down to the user level, integrates natively with Microsoft Teams and leading CRMs, and supports open APIs for third-party extensions through partners like Red Cactus. “We don't want to disrupt how people work — we want to help them work smarter, faster, and better,” he said. Looking ahead, AI will play a central role in Wildix's evolution. Uslan noted that the company approaches AI “with an ROI mindset — helping SMBs do more without replacing people, by making their teams more efficient.” From improving coaching and analytics through its x-bees employee experience (EX) tools to driving better customer experience (CX), Wildix is positioning partners and customers alike for the next decade of intelligent, integrated communications. To learn more about Wildix solutions and partner opportunities, visit wildix.com.

Welcome to our new miniseries, Engineering the SMB Capital Stack, sponsored by our friends at Fundbox. This four-part series digs into small businesses, small business lending, and the forces reshaping how small businesses access capital.  In Episode 1, I sit down with Prashant Fuloria, CEO of Fundbox (and my cohost for the episodes that follow). We kick things off with The State of SMB Lending, level-setting with data from the Federal Reserve's 2025 report on small business credit (based on a 2024 survey of 7,600 business owners). For the first time since 2021, small businesses were more likely to report that revenues decreased rather than increased in the year prior to the survey. Translation: SMBs are surviving; not thriving. Then, we zoom out from the data to consider why costs are rising, why some businesses are defaulting instead of declaring bankruptcy, and how embedded finance is changing both borrower behavior and lender economics.  Prashant brings the long view of Fundbox's credit data to the table: how performance differs across industries, why CAC still kills standalone lenders, and how alignment among banks, fintechs, and platforms is the only sustainable model. It's a foundational conversation for anyone tracking the next decade of SMB capital: rich with data and grounded in the here and now (with a clear sense of where the stack's heading!). Subscribe now to catch what's next: candid, can't-miss conversations with leaders from Plaid, Stripe Capital, and Lead Bank! This episode was brought to you by Fundbox.  As a leading capital infrastructure provider behind the digital SMB economy, Fundbox is focused on enabling platforms to embed financial tools directly into their user experiences. Learn more here.  Sign up for Alex's Fintech Takes newsletter for the latest insightful analysis on fintech trends, along with a heaping pile of pop culture references and copious footnotes. Every Monday and Thursday: https://workweek.com/brand/fintech-takes/ And for more exclusive insider content, don't forget to check out my YouTube page. Follow Alex:  YouTube: https://www.youtube.com/channel/UCJgfH47QEwbQmkQlz1V9rQA/videos LinkedIn: https://www.linkedin.com/in/alexhjohnson Twitter: https://www.twitter.com/AlexH_Johnson Follow Prashant: https://www.linkedin.com/in/fuloria/ Learn more about Fundbox here.

Both buyer Jared Lenner and seller Dave Serwitz share their perspectives on the acquisition of a 20-year-old business.Register for the webinars: Investor-Backed Search and SBA: Buy Bigger, Keep Control - TOMORROW! - https://bit.ly/4qABMgnOvercoming Risks from a Lender's Perspective - Thu Nov 6th - https://bit.ly/4qDoJdVTopics in Jared & Dave's interview:Jared buying Dave's tutoring businessDave's motivation to sellChoosing to work with Search Fund AcceleratorTheir agreement to “assume positive intent”Why Dave didn't sell to private equityHow the in-person business survived CovidBookkeeper quit right after transition“Other people's money is scarier than a PG”Competing with AI in the futureHow it feels to sell your companyReferences and how to contact Jared & Dave:Dave Serwitz LinkedInJared Lenner LinkedInGrade Potential TutoringMarc Anderegg on Acquiring Minds: So Much Fun: The Buyer of Choice in a Fragmented IndustryGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsDownload the New CEO's Guide to Human Resources from Aspen HR:From this page or contact mark@aspenhr.comWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

In this episode of Above The Business, Bradley Hamner sits down with Conner Young, the Co-founder of Kairo Data, a groundbreaking acquisition platform designed to empower searchers, family offices, and investors in their journey to find, finance, and close deals with confidence.Over the past five years, Kairo Data has revolutionized the business acquisition landscape, serving more than 210 clients and connecting thousands to valuable opportunities. With an unparalleled database of over 18 million businesses, access to 4,000+ brokers, and a thriving network of over 1,000 industry professionals, Kairo Data has become the go-to resource for sourcing off-market businesses and facilitating seamless acquisitions.Conner shares his unique approach to deal-making, from building trust-based relationships with sellers to leveraging innovative financing strategies. He also opens up about his personal journey of resilience, including overcoming brain tumors and brain surgery, all while leading the fastest-growing SMB acquisition platform in the U.S.Whether you're a seasoned investor or just beginning your acquisition journey, this episode is packed with actionable insights on sourcing deals, negotiating effectively, and navigating the complex world of business acquisitions. Don't miss this inspiring and educational conversation with Conner Young.Connect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass or book your Game Plan Call when you visit www.blueprintos.com!Thanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce hiring costs, and receive pre-screened candidates, all without paying any hiring fees or...

At the Crexendo UGM, Wayne Landt, Vice President of Partner Operations and Success at RingLogix, spoke with Technology Reseller News Publisher Doug Green about how RingLogix is helping MSPs and resellers harness the power of AI-driven voice agents—bringing enterprise-grade innovation to the SMB market. RingLogix, a long-time NetSapiens partner, is best known as a white-label UCaaS provider, allowing MSPs to sell communications services under their own brands while maintaining customer ownership and stronger profit margins. But as Landt explained, the company's latest AI initiatives are expanding those opportunities even further. “We're making it simple for NetSapiens resellers to create and sell their own voice AI agents, directly within the platform they already use,” said Landt. “This gives them enterprise-level tools for SMB customers—tools that deliver real ROI.” RingLogix's new Prompt Builder and integrated workflow capabilities allow MSPs to design and deploy AI voice agents—from simple AI receptionists to complex customer-service and tech-support applications—without needing deep technical expertise. The goal is to help resellers enter the AI market quickly, profitably, and with minimal friction. At the event, Landt noted that interest among partners was high, reflecting a growing demand for AI-enhanced voice services across all business sizes. “MSPs are already hearing from customers who want to understand what AI can do for them,” he said. “Some are ready with defined use cases; others just want guidance. Either way, this is a ‘land-and-expand' opportunity. Start with an AI receptionist—then add more value as you go.” Looking ahead to 2026, Landt expects AI adoption to reshape how service providers build value. “There's a tremendous amount of opportunity,” he said. “The MSPs that embrace AI early will be the ones leading the next wave of growth.” To explore RingLogix's voice AI solutions—or try the new Prompt Builder—visit ringlogix.com or go directly to promptbuilder.ringlogix.com.

Ever been on a sales call where your gut tells you something's off, but you say nothing? That disconnect between what you're sensing and what you're saying is killing your deals and destroying your confidence. In this episode, I break down why ignoring red flags wastes your time and erodes your self-respect, and I share a real story where addressing the tension in a call turned a disengaged prospect into a signed client in 50 minutes. Learn how to trust your intuition, have candid conversations the right way, and why prospects will actually respect you more for it./Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Shaun Stimpson had worked for two decades before pivoting to buying businesses in a different industry. He's moved fast.Register for the webinar: Tax Issues: Entity and Deal Structuring - TODAY! - http://bit.ly/47CVZuiTopics in Shaun's interview:Staying in corporate was the riskier choiceCalling 1200 businesses during his searchGoing back to school to learn more about acquisitionAcquiring with his partner, Robert WolfRaising $6m from outside investorsLeaning on his professional networkChoosing his investors carefullyAcquiring in his mid-40'sLong-term hold strategyAcquiring 3 businesses in successionReferences and how to contact Shaun:LinkedInMitten FluidpowerFLN-MARFrank Murken ProductsWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherDownload the New CEO's Guide to Human Resources from Aspen HR:From this page or contact mark@aspenhr.comConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

Building on last week's episode on AI and Operating Systems in SMBs, Dave West and PST Yuval Yeret dive into the challenges of scaling small and medium-sized businesses.Dave shares lessons from growing an organization from a small team to over 100 people—navigating silos, new stakeholders, and keeping teams outcome-focused. Yuval highlights common scaling pitfalls and explores frameworks like EOS, Scaling Up, and D4X, emphasizing vision, strategic goals, and evidence-based management.Learn how to maintain agility at scale, build cross-functional teams, and create an operating system that drives sustainable growth.Resource - Mastering Organizational Traction Trail Map

Maritza van Wyk, leier vir SMB-verkope by Cisco Afrika, gesels oor die aanlynbedreigings vir sakeondernemings. Volg RSG Geldsake op Twitter

Mathew Pohl is a former data analytics professional turned small business owner and advocate for organizational growth. He applied the Stages of Growth methodology, achieving a 10x increase in his company's value. What was the driving force behind you becoming an entrepreneur? Tell us about the two seasons of your first business and why those were so different? Why is having a roadmap so important for SMB owners? What is the ReWild Group's roadmap based on? How does Organizational ReWilding differ from EOS? Mathew Pohl Mathew Pohl is a former data analytics professional turned small business owner and advocate for organizational growth. He applied the Stages of Growth methodology, achieving a 10x increase in his company's value. Pohl founded the ReWild Group to share this approach and authored the "Organizational ReWilding Rules for Business Growth" series. He is passionate about helping business leaders and advisers. Pohl enjoys the outdoors in Colorado and spending time with his family. He welcomes collaborations and aims to empower businesses to reach their full potential. Excellent Executive Coaching Podcast If you have enjoyed this episode, subscribe to our podcast on iTunes. We would love for you to leave a review. The EEC podcasts are sponsored by MKB Excellent Executive Coaching, which helps you get from where you are to where you want to be with customized leadership and coaching development programs. MKB Excellent Executive Coaching offers leadership development programs to generate action, learning, and change that is aligned with your authentic self and values. Transform your dreams into reality and invest in yourself by scheduling a discovery session with Dr. Katrina Burrus, MCC, to reach your goals. Your host is Dr. Katrina Burrus, MCC, founder and general manager of Excellent Executive Coaching, a company that specializes in leadership development.

Ania Aliev was so eager to buy her business, she worked the deal while in labor at the hospital. It's been worth it.Register for the webinar: Tax Issues: Entity and Deal Structuring - Thu Oct 30 - http://bit.ly/43tlhIPTopics in Ania's interview:Rushing to get a deal closed before giving birthUsing her people skills to connect with sellersSearching only in the Eastern USBuying an AED sales and service companyMyths about AEDsFiguring out the best pricing modelLack of competition in the industryDealing with “Mom brain”Willingness to say “I don't know”Stickiness of customersReferences and how to contact Ania:LinkedinLife Support SystemsLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

This Week: Farrah Bostic, Saul Colt and Colby Vogt join Bob to discuss WPP's AI initiative for SMBs, whether "slop" is part of the plan, OpenAI's Atlas browser, why consumers still prefer short videos, plus this week's #FairFailFoul.

SummaryEn este inspirador episodio de Querido Emprendedor, Ignacio Balderrama conversa con Diego Angarita, un gerente de producto en Walmart con una trayectoria única que combina emprendimiento, trabajo en organizaciones sin fines de lucro y una profunda conexión con la comunidad latina.  Diego relata su labor en Massachusetts con jóvenes puertorriqueños, donde fomentó el respeto por la cultura y la participación activa en asuntos comunitarios como la mejora del almuerzo escolar, mostrando cómo la voz de los jóvenes puede generar cambios reales y significativos. También reflexiona sobre los retos emocionales que enfrentan los emprendedores, la importancia de rodearse de personas que comparten la misma mentalidad y cómo manejar la autocrítica para mantener la motivación.El episodio ofrece además consejos prácticos sobre la recaudación de fondos, destacando que es más efectivo pedir consejos antes que dinero y la importancia de elegir aliados estratégicos que aporten experiencia y compromiso, no solo capital. Finalmente, Diego comparte sus aprendizajes actuales como product manager y su visión para futuros emprendimientos, invitando a la audiencia a valorar la humildad y el aprendizaje constante en el camino emprendedorUn episodio lleno de sabiduría, experiencia y motivación para todos aquellos que buscan crecer y transformar sus ideas en realidades exitosas.LinksIgnacio BalderramaStartup JunkieKiva Northwest ArkansasDiego Angarita

We sit down with Jeff Perry, CRO at Carta, to explore how growth leaders redefine success when capital tightens, buyers get smarter, and AI reshapes cost structures.  We unpack how growth has changed, why IPO-ready now means post-IPO durable, and how Carta scaled from a cap table tool to an ERP-like platform for private capital while staying efficient and customer-first. Jeff shares concrete tactics for moving upmarket, using AI wisely, and building teams that perform under pressure.• redefining fast growth and IPO readiness in private markets• evolving from SMB velocity to enterprise endurance• expanding from cap tables to fund admin and private credit• measuring meetings as a leading productivity indicator• using curated events and customer proofs over vanity metrics• aligning sales, marketing and product around shared pipeline• adding K-1 tax and LP data products to deepen value• AI as a force for 10x productivity, not headcount cuts• disciplined acquisitions to accelerate the CFO ERP vision• leadership choices: pausing sales, saying no when not readyIPO dreams used to hinge on hitting 100 million ARR. That world is gone.  Jeff takes us from Carta's earliest days digitizing stock certificates to building a networked platform that now powers cap tables, fund administration, LP data, and private credit—an evolving ERP for the office of the private capital CFO.We dig into the hard pivots after the 2021 surge: why “more capacity” stopped working, how meetings per AE became a reliable leading indicator, and where curated events and customer-led storytelling outperform saturated digital tactics. Jeff explains the move upmarket into venture and private equity, the new enterprise seller profile it requires, and the partnership with marketing to identify real switching intent. He also shares how acquisitions like Accelex and Sirvatus support an end-to-end vision across funds, LPs, and loan servicing.AI looms large throughout. Jeff contrasts application-layer SaaS with AI-native companies carrying heavy compute costs, and why that bifurcation changes CAC, payback, and headcount plans. Rather than using AI to cut roles, he shows how Carta uses it to 10x productivity—accelerating RFPs, territory coverage, and performance workflows—while standardizing experiments so wins become reusable process. Along the way, we unpack bold leadership choices: pausing sales to protect implementation quality, and walking away from a marquee IPO transition when the product wasn't ready.If you care about efficient growth, enterprise GTM, and building products that compound value across a connected market, this conversation delivers practical playbooks and memorable lessons on performing under pressure. Follow, share with a teammate, and leave a quick review to help more operators find the show.Jeff Perry: https://www.linkedin.com/in/jeff-perry-380233/Jeff is a proven revenue superstar, whose career journey spans Oracle and DocuSign.  Under his leadership as CRO at Carta, Carta's annual recurring revenue scaled from approximately $20 million ARR to $450 million ARR. Jeff attended Santa Clara University where he received a B.S. in Political Science and where he also played NCAA baseball.Website: https://www.position2.com/podcast/Rajiv Parikh: https://www.linkedin.com/in/rajivparikh/Sandeep Parikh: https://www.instagram.com/sandeepparikh/Email us with any feedback for the show: sparkofages.podcast@position2.com

I'm breaking down exactly how to handle one of the most frustrating situations in MSP sales: when you fix a break-fix problem for a prospect, mention managed services, and then get completely ghosted. The reality is they no longer feel the pain after you've solved their problem, so there's no urgency to move forward. Instead of making one or two follow-ups and giving up, I'm showing you how to build a simple five-email sequence that does the heavy lifting for you. This sequence educates them, shifts their mindset, and nurtures them from "not ready" to "let's talk" - without you having to badger them every week. I'll walk you through exactly what to include in each email, how to make it valuable enough that they'd want to share it, and how this same strategy works for any recurring sales objection you're dealing with. One of my clients tried this and got a callback four weeks later asking about security assessments - that's how you turn qualified prospects into qualified opportunities//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Despite skepticism from her US investors, Ivona Butcher bought (and tripled) a business in her native Czech Republic.Topics in Ivona's interview:Doing business in a post-Soviet cultureDetermination to acquire in the Czech RepublicBuying a business as a married coupleGetting into exhibition services right before CovidLosing all revenue at onset of CovidPivoting to virtual eventsFinding work for their carpenters and metalsmithsAggressively re-negotiating their loan with the bankBuying back the seller note at a huge discountSurviving Covid and doubling EBITDAReferences and how to contact Ivona:Ivona ButcherCorbin ButcherBeireAdam Rao on Acquiring Minds: Reviving a Covid-Crushed Business: $0 to $6M in 3 YearsGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

SMBs don't have access to the same level of sophisticated lending options as consumers.There is one fundamental problem that prevents this class of product from pushing forward: lenders juggle multiple data vendors, wrestle with disconnected point solutions, and these tools lack the ability to paint a full picture of the SMB customer and their needs. The result is an ecosystem where a majority of time is spent on solving operational blockades rather than building solutions that cater to the whole lending lifecycle of a SMB customer. “We need something that covers everything. There can't just be a bunch of point solutions," says Jon Fry, founder and CEO of Lendflow. Lendflow has tackled this challenge by building a unified embedded lending infrastructure that works with over 200 companies to streamline three critical pillars in the lending lifecycle: distribution, decisioning, and workflow automation. The firm is not a lender today, nor are they interested in becoming an embedded lender in the future; instead it has positioned itself as the technology backbone that enables existing lenders to become embedded lenders themselves. Lendflow's approach is paying off for clients like BHG Financial, which uses the firm's entire platform suite and has seen dramatic improvements in operational efficiency and approval rates through the partnership. Listen to this podcast to learn how Lendflow is helping lenders break out of the fragmentation quagmire and access a full agentic AI toolbox that helps re-engage borrowers, as well as improve efficiencies for internal processes.

AI is forcing organizations to rethink how they operate. In this insightful conversation, Dave West and Yuval Yeret discuss the emerging need for a new organizational “operating system” that integrates AI into strategy, structure, and execution. They highlight the role of product thinking, OKRs, and continuous improvement in turning AI from hype into real business value.

In this episode of Secret 2 My Success, hosts Allen and Mic sit down with Rick Maharajh, the founder and president of RM Logitech, based in Boynton Beach, Florida.Rick shares his journey from humble beginnings to building a successful logistics operation that focuses on reliability, customer service, and innovation. He talks about the challenges of starting and scaling a business in a competitive industry, the importance of building strong relationships, and how adapting to change has been key to RM Logitech's growth.Allen and Mic dive into Rick's leadership philosophy, what motivates him as an entrepreneur, and how his experiences have shaped both his business and personal outlook. The conversation is filled with practical advice, humor, and genuine insights about perseverance, problem-solving, and the entrepreneurial mindset.If you're interested in entrepreneurship, logistics, or just love hearing real success stories from people making things happen, this episode is a must-listen!Rick Founded RML with a specific deliverable, helping organizations achieve their IT and profitability goals while powering their business technologies.Through his consultative technical approach, he consistently delivers the best results for RML's customers and our various markets served. He brings extensive experience in a Solid Value Based, Solution Portfolio for SMB, SME, and Large Enterprise Organizations.https://www.rmlogitech.com/https://www.boyntonchamber.org/bio-rickSupport the show

Ruchik Gandhi was a diligence CPA when he decided to get in the game himself. Becoming an owner has been an education.Topics in Ruchik's interview:India > Australia > US immigrationDiscovery of the wonders of multiple arbitrageReceiving the deal from another searcherPaying a $20k finder's feeBuying a fabrics and upholstery workroomLearning how to manage a blue-collar workforceMishandling employee relationshipsTaking feedback from his managersEarning the employees' trustHis plan for growth in a fragmented industryReferences and how to contact Ruchik:LinkedInWindow 25Download the New CEO's Guide to Human Resources from Aspen HR:From this page or contact mark@aspenhr.comWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

Discover how AI is revolutionizing risk management and transforming SMB financing in this insightful episode of the Risk Management Show. Host Boris Agronovich, founder and CEO of the Global Risk Community, sits down with Sal Rehmetullah, co-founder and CEO of Worth AI, to discuss critical strategies and innovations reshaping the financial infrastructure for small businesses. Sal shares his remarkable journey, from scaling Stax Payments into a minority-led unicorn to launching Worth AI, an AI-powered platform that simplifies compliance, onboarding, and underwriting for SMBs. Learn how AI is driving faster, more inclusive financial decisions while addressing key challenges like cybersecurity, transparency, and education for small business owners. We explored pressing topics, including the risks SMBs face in traditional financial systems, the opportunities AI creates in risk management, and how Worth AI is pioneering a seamless, consumer-like experience for enterprises and their customers. Sal also shares invaluable lessons from his entrepreneurial success and envisions a future where small businesses can thrive with a globally accepted credit score. If you want to be our guest or suggest someone for the show, send your email to info@globalriskconsult.com with the subject line "Guest Proposal."

I burned through $50,000 and four virtual assistants trying to fix my operations and tech stack, and things only got worse. The problem? I was trying to skip the hard part - actually understanding what needed to be fixed before hiring someone to fix it.Dan Sullivan's "Who Not How" advice is brilliant, but there's a critical piece missing that cost me nine months and left my business in worse shape than when I started. The real formula isn't just "who not how" - it's "you, then who, somehow."I see MSP owners make this exact same mistake on the sales side constantly. They hire agency after agency, SDR after SDR, trying to outsource their way out of a problem they don't fully understand. If you've burned through multiple people in the same role, the role is probably wrong - not the people.You don't need to become an expert, but you need to understand the problem well enough to know who you're hiring for, what success looks like, and how to measure progress. Otherwise, you're just throwing money at a problem and hoping it goes away.This was an expensive lesson for me. Hopefully you can learn it without paying the same tuition//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

In this episode, Jeff sits down with Lindsay Roethlisberger, Director of Revenue Operations at Zapier, to explore how RevOps is evolving in a world increasingly shaped by AI. Lindsay shares her journey from Zapier's first marketing ops hire to leading a 12-person RevOps team spanning analytics, automation, and enablement.Together, they dig into:How Zapier uses AI across SMB, mid-market, and enterprise motionsThe difference between AI-driven workflows and agents - and where each fitsPractical use cases, from chat classification to renewal prep to sales coachingWhy RevOps leaders should think like product managers when adopting AIIf you want to see how AI is reshaping go-to-market infrastructure - and the lessons from one of the most automation-driven companies in SaaS - this episode is packed with practical takeaways.

Undeterred by self doubt, Danyelle Nys bought a $400k SDE business at a fantastic price. She's grown it 25% in year one.Topics in Danyelle's interview:Working in her family's asphalt businessLearning about ETA from a masterclassHiring a coach for the search processBuying a business for the price of inventory + working capitalThe seller was running it remotelyRaising prices and salaries after acquisitionDealing with an obstinate commercial landlordMoving 14,000 sq ft of inventory to a new warehouseHiring her mom as the bookkeeper“F*** your mood. Follow the plan.”References and how to contact Danyelle:LinkedInDecorus Home StagingKyle Boyden & Jake Furfaro on Acquiring Minds: Stacking Small Acquisitions to $5m in RevenueGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

Eric Franchi and Joe Zappa discuss the acquisition of IAS and the company's potential future directions, how an open internet adtech company could crack the SMB market and which companies are most likely to do it, and the surge of optimism around AI — from GEO to OpenAI to Silicon Valley's return to adtech investing.

Armand Farrokh reveals how to close a $3K, $30K, and $300K sales deal — and why each one needs a different approach. He breaks down the five buyer agreements that drive every close and shows how to spot deal momentum to accelerate your cycle. Whether you're closing SMB, mid-market, or enterprise deals, this video gives you real-world B2B sales tactics, SaaS closing strategies, and deal frameworks to help you sell faster, smarter, and bigger. RESOURCES DISCUSSED Join our weekly newsletter Things you can steal Save $50 on any 30MPC course with code “PODCAST” Free Sales Templates, Scripts and Guides

At what stage should SaaS companies start segmenting their metrics? In episode #320, Ben Murray breaks down when and how to segment your SaaS metrics — from revenue segmentation to go-to-market efficiency metrics — so your data actually reflects how your business operates. Ben explains how segmentation becomes essential as you scale past $10M ARR or diversify product lines (for example, enterprise vs. SMB or PLG vs. sales-led models). He also shares how finance and ops teams can collaborate to align their chart of accounts, cost centers, and customer metadata to get meaningful insights that improve valuation and decision-making. What You'll Learn When to start segmenting SaaS metrics (typically around $10M ARR, but earlier for multi-product businesses). The difference between revenue segmentation and financial metric segmentation. How to align your chart of accounts and cost centers for accurate CAC, CAC payback, and LTV:CAC by segment. Why aggregate CAC or payback metrics are misleading without segmentation. The importance of metadata consistency between systems (HubSpot, CRM, accounting, billing). How clean segmentation improves your company valuation and investor confidence during fundraising or exit. Why It Matters For CFOs & Finance Teams: Segmentation reveals where efficiency and retention differ by product line or customer cohort. For Founders & Operators: Understanding metrics by segment helps you scale profitably and target the right growth motion. For Investors: Segmented financial reporting and SaaS metrics reduce uncertainty and strengthen valuation models. For Accounting Leaders: Accurate cost allocation enables better financial modeling and Board reporting. Resources Mentioned The SaaS Metrics Foundation Course: https://www.thesaasacademy.com/#section-1744932157830 Quote from Ben “You can't say your CAC payback is 12 months when it combines enterprise and SMB customers — that data is worthless.”

In this episode of the Transform Sales Podcast: Sales Software Review Series, Eddie Bello ☁, Marketplace Specialist at CloudTask, is joined by Jonas Hammarberg, CEO & Founder at SP CE, a powerful Sales Acceleration Software designed to boost SMB sales through enhanced collaboration with partners and distributors. SP CE offers secure digital rooms for streamlined content sharing, actionable insights, and consistent stakeholder alignment. Jonas shares how SP CE empowers SMBs to manage their indirect sales channels effectively by centralizing marketing materials, product training, and sales enablement resources in one intuitive platform. He highlights the common challenges SMBs face when scaling their partner channels—like fragmented communication, inconsistent brand messaging, and limited visibility into partner activities—and demonstrates how SP CE provides a unified solution. Listeners will discover how SP CE simplifies the management of complex partner networks by offering clear visibility and control, enabling better forecasting and stronger partner engagement. Jonas emphasizes the ease of onboarding, intuitive interface, and robust analytics that deliver immediate insights into partner effectiveness and engagement. Try SP CE here: https://software.cloudtask.com/sp-ce-f71f24 #TransformSales #SalesSoftware #SPCE #CloudTask #PartnerEnablement #SalesAcceleration #ChannelSales #SMBs

When his deal died the first time, Kyle Poll was devastated. But then it came back around, larger and more interesting.Topics in Kyle's interview:Skills he learned on his 2-year Mormon missionGrowing Gympass from $10m to $100mAiming for happiness at work and homeEarning the respect of brokersWatching his deals die and being outbidQ of E that drastically lowered the business valueEmotional rollercoaster of full-time searchCompleting his acquisition as CEO with equityFinding investors who would bet on growthMerging 2 rival companiesReferences and how to contact Kyle:LinkedInGetOutPassThe Mormon Way of Doing Business by Jeff BenedictGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsDownload the New CEO's Guide to Human Resources from Aspen HR:From this page or contact mark@aspenhr.comGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

SummaryEn este inspirador episodio de "Querido Emprendedor", tenemos de invitada a Nicole Guerrero, una joven boliviana que desde los 21 años ha liderado una revolución social y ambiental en Bolivia. Nicole es la fundadora del Banco de Alimentos de Bolivia, una organización que transforma el desperdicio de alimentos en esperanza para miles de personas en situación de vulnerabilidad. Nicole ha logrado crear un sistema logístico nacional que recolecta excedentes alimentarios de grandes empresas, mercados y el sector agrícola, para distribuirlos a centros de acogida, refugios y comunidades necesitadas en Cochabamba, La Paz, Santa Cruz y más allá.Este episodio es una fuente de inspiración para todos aquellos que desean crear un impacto real, superar obstáculos y transformar sus pasiones en proyectos sostenibles y de gran alcance. ¡No te lo pierdas!LinksIgnacio BalderramaStartup JunkieKiva Northwest ArkansasBanco de Alimentos de Bolivia (The Food Bank of Bolivia)

In this deep-dive 4Ds session, I give a group of driven SMB owners the actual system for social media success. We talk about why volume is the secret weapon you're not using, how to provide relentless value so your customers choose you over your competitors, and the biggest platforms you're probably ignoring that could scale your business. Forget the excuses; this is a practical game plan for execution. Hope you enjoy!

Navigating the 2025 SMB Landscape: Proactive Tax Strategies and Expert Insights from Adam WilliamsSmall and medium-sized business owners are facing unprecedented challenges in 2025, from rapid legal changes to AI-driven disruption. In a recent episode, Josh Elledge sat down with Adam Williams, author and Co-founder of Pennywise Tax Strategies, to explore actionable strategies for SMB founders navigating complex tax, legal, and operational environments. Adam shared insights on proactive tax planning, leveraging expert advisors, and adapting to technological changes to help businesses thrive in an increasingly dynamic landscape.The Power of Proactive Tax PlanningAdam emphasizes that reactive tax preparation is no longer sufficient for SMBs looking to maximize profits and future-proof their businesses. Forward-thinking strategies like auditing profit and loss statements, employing family members, leveraging the Augusta Rule, choosing the right business entity, and utilizing cost segregation can save businesses significant money while maintaining compliance. He also highlights the importance of ongoing education and expert advisors, ensuring owners can confidently navigate new laws, AI integration, and changing economic conditions.Proactive planning goes beyond minimizing taxes—it's about optimizing operations and leveraging every available advantage. SMB owners can use these strategies to automate processes, structure their teams effectively, and ensure every deduction, credit, or exemption is captured. Adam's guidance demonstrates how combining thoughtful planning with expert support allows businesses to remain agile, profitable, and competitive in 2025 and beyond.Entrepreneurs who implement these strategies not only reduce risk but also position their businesses for sustainable growth. From cost-saving opportunities to AI-driven efficiency improvements, the insights Adam shared provide a clear roadmap for SMB founders seeking long-term success. By taking a proactive approach, business owners can reclaim control over their finances, optimize operations, and confidently scale their enterprises.About Adam WilliamsAdam Williams is the Co-founder of Pennywise Tax Strategies and a seasoned author focused on actionable tax and business advice for small and medium-sized enterprises. With deep expertise in tax planning, business law, and strategic consulting, Adam empowers SMB owners to make informed decisions that maximize profits and minimize risk.About Pennywise Tax StrategiesPennywise Tax Strategies helps small and medium businesses implement proactive tax planning, optimize deductions, and leverage financial strategies to grow efficiently. Their team specializes in forward-looking solutions that combine expert knowledge with practical, actionable tactics for entrepreneurs navigating a rapidly evolving business environment.Links Mentioned in this EpisodePennywise Tax StrategiesAdam Williams LinkedInKey Episode HighlightsHow SMBs can navigate complex tax and legal changes in 2025Strategies for proactive tax planning and financial optimizationLeveraging expert advisors and mastering profit and loss statementsTips for employing family members, leveraging the Augusta Rule, and entity selectionInsights on cost segregation and maximizing deductions for SMBsConclusionThe 2025 SMB environment demands proactive planning, strategic partnerships, and a keen understanding of tax and operational opportunities. Adam Williams' insights provide a roadmap for entrepreneurs seeking to thrive amid uncertainty by optimizing finances, leveraging expert guidance, and positioning...

Brian Seeling sought a blue-collar business with a good manager in place. He found exactly that — with $2.6m in revenue.Register for the webinar: Tactical EQ to Win Over Sellers and Brokers - TODAY! - https://bit.ly/46MlUhCTopics in Brian's interview:Being an entrepreneurial kidMoving from IT to blue-collarGetting value from SMBootcamp“Riches are in the niches”Satisfaction of developing peopleNot all SBA lending is the same“Billionaires do business with billionaires”Tactfully bringing about changeContinuing the commission-based compensation modelReplacing old tech in the businessReferences and how to contact Brian:LinkedInPGM ServiceWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

What happens when you've built multiple companies, lost control, got burned by partners, and then finally get it right? Patrick Dillon has done it all. He's built several digital agencies, and even a janitorial company. He's taken on investors, lost equity, made painful pivots, and come out the other side with a lean, wildly profitable agency. Today, his company, WISE Digital, is scaling steadily without the risk of it all collapsing from one bad client, partner, or decision. In this episode, we break down how Pat used AI to scale without bloat, what really went wrong with his first three ventures, and why he'll never niche down again. We also get into the recruiting system that saved him thousands of hours, the legal dispute ChatGPT helped him settle, and how to avoid toxic positivity while building something that actually lasts. If you're in agency life, you'll feel this one. Listen in and find out what it really takes to build a growth engine you actually want to run.  — This episode is part of the 8FE (8-figure entrepreneur) series, where we talk to entrepreneurs who have already passed the million-dollar mark.  — Key Takeaways: 00:00:00 Intro 00:01:53 Undervalued marketing tactics  00:04:24 Unusual AI use cases  00:08:03 Patrick's entrepreneurial journey  00:18:38 Interacting with investors  00:21:29 When to pull the plug  00:27:57 Transition to WISE Digital  00:37:43 Focusing on SMB  00:40:02 Growing the business through AI  00:51:57 SEO strategies and the impact of AI  00:58:58 Advice for aspiring entrepreneurs  01:01:21 Outro — Additional Resources:

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In this episode of Next in Media, Mike Shields sits down with Michael Komasinski, CEO of Criteo, to unpack how one of ad tech's best-known companies has reinvented itself for a privacy-first world. Once synonymous with retargeting, Criteo has successfully evolved into a powerhouse in retail media, supporting more than 230 retailers and $160 billion in GMV.Michael shares how the company's early investments in addressability technology and diversification under Megan Clarkin laid the foundation for long-term resilience. He also discusses the industry's next big shifts from the end of “easy money” in retail media to the rise of agentic workflows, AI-powered ad optimization, and Criteo's surprising new partnership with Google. Key Highlights:

Nick Keegan owned a struggling software business doing just €1m/yr until an acquisition put it on the path to 9 figures.Register for the webinars: How PACT Simplifies Investor Deals Using SBA - TOMORROW! - https://bit.ly/42jGpB2Tactical EQ to Win Over Sellers and Brokers - Thu Oct 9th - https://bit.ly/48wqcMPTopics in Nick's interview:10 years in the Irish Defense ForcesHis app idea that ultimately failedPivoting his failed business into Mail MetricsSuccessfully competing against larger print companies7 years of slow growthAcquiring 2 large companies simultaneouslyHiring a tutor to teach him basic financeBuying one business in Ireland and one in the UKBorrowing at a very high interest rateIncreasing revenue by $12m in one yearReferences and how to contact Nick:LinkedInMail MetricsLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherDownload the New CEO's Guide to Human Resources from Aspen HR:From this page or contact mark@aspenhr.comConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

SummaryIn this week's episode of Startup Junkies, hosts Daniel Koonce and Caleb Talley sit down for an engaging conversation with Daniel Schroeder and Brent Reader, co-founders of Peanut Pupper, a startup helping anxious dogs with their CBD products. The conversation explores how Peanut Pupper began, what sets it apart, and how its founders are committed to more than just business success. There's an underlying message of using entrepreneurship as a platform to make a positive difference, which comes through clearly as the hosts and guests discuss the journey and vision behind the brand. From the origins of the idea to creating a responsible, community-focused company, listeners get an inside look at what it takes to build something with heart and intention.Beyond Peanut Pupper, the discussion digs into broader themes like the importance of giving back, finding meaning in work, and overcoming challenges with creativity and resilience. There are honest conversations about what it means to push through setbacks, the balance between profit and purpose, and how authentic values can become a brand's strongest asset.Whether you're a pet lover, budding entrepreneur, or simply curious about how purpose-driven companies operate, this episode delivers both inspiration and practical insights. Tune in for a fresh perspective on business and a deeper appreciation for brands like Peanut Pupper that aim to make the world a little better!Show Notes(00:00) Introduction(03:30) The Inspiration Behind Peanut Pupper's CBD Products(09:24) THC-Free CBD: Safety and Effectiveness(15:59) Happy Pup Customer Testimonials(17:34) Impact of Markets on Dog Adoptions and Health(23:29) Arkansas Legislation Targets Loophole Marijuana(31:22) Exploring the Relationship Dynamic Between Co-Founders(40:35) Embracing Mentorship and Avoiding Solitude(42:12) NWA's Regional Support and Community Spirit(45:22) Closing ThoughtsLinksDaniel KoonceCaleb TalleyStartup JunkieStartup Junkie YouTubeDaniel SchroederBrent ReaderPeanut Pupper