Cracking the Cash Flow Code artwork

Cracking the Cash Flow Code

437 episodes - English - Latest episode: about 2 months ago - ★★★★★ - 52 ratings

Learn how to first make your business successful, then sustainable. We bring thought leaders in who understand what it takes to make your business sustainable. Some of our guests are consultants, others are business owners. All have had experience and success in helping create a business that is personally and economically sustainable.

Join the host Josh Patrick as we learn what you can do to create a business that serves you and the community you serve.

Management Business Entrepreneurship business cashflow assetmanagement planning retirement sustainability trusts
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Episodes

Episode 434: Cimone Wright-Hamor

March 01, 2024 11:00 - 21 minutes - 38.8 MB

Episode 433: Robert Fukui

February 23, 2024 11:00 - 20 minutes - 37.9 MB

Episode 432: Rachel Gogos

February 16, 2024 11:00 - 21 minutes - 40 MB

Episode 431: Tom Anderson

February 09, 2024 11:00 - 21 minutes - 38.8 MB

Episode 430: Tim Calise

February 02, 2024 11:00 - 21 minutes - 39.4 MB

Episode 429: Gretchen Pisano

January 26, 2024 11:00 - 22 minutes - 41 MB

Episode 428: Glenna Crooks

January 19, 2024 11:00 - 21 minutes - 40.1 MB

Episode: 427 David Scott

January 12, 2024 11:00 - 22 minutes - 41.3 MB

Episode 426: Mike Michalowicz

January 05, 2024 11:00 - 23 minutes - 42.9 MB

Episode 425: Tom Kirkham

December 01, 2023 11:00 - 23 minutes - 42.5 MB

Episode 424: Greg Harmeyer

November 24, 2023 11:00 - 23 minutes - 42.6 MB

Episode 423: Baird Hall

November 17, 2023 11:00 - 22 minutes - 41.5 MB

Episode 422: Chris Petersen

November 10, 2023 11:00 - 23 minutes - 42.4 MB

Episode 421: James G. "Big Red" Wetrich, LFACHE, PCC

November 03, 2023 10:00 - 22 minutes - 40.8 MB

Episode 420: Chris Younger

October 27, 2023 10:00 - 23 minutes - 42.3 MB

Episode 419 : Gina Schaefer

October 20, 2023 10:00 - 24 minutes - 43.9 MB

Episode 418 : Lisa Ryan

October 13, 2023 10:00 - 24 minutes - 45.1 MB

Episode 417 : Michael Ly

October 06, 2023 10:00 - 23 minutes - 42.8 MB

Episode 416: Scott Miller

September 29, 2023 10:00 - 24 minutes - 45 MB

Episode 415: Jeff Pedowitz

September 22, 2023 10:00 - 23 minutes - 43.8 MB

Episode 414: Susan Renni Anderson

September 08, 2023 10:00 - 23 minutes - 43.6 MB

In this episode, Josh Patrick interviews Susan Renni Anderson on the topic of serving leadership and the importance of inspiring and empowering employees.   Three key takeaways for listeners: Learn how serving leadership can transform your organization and create a more engaged workplace. Discover the power of active listening and empathy in leadership. Explore practical strategies for implementing servant leadership in your own business or organization.

Episode 413 : Robert Silano

September 01, 2023 10:00 - 22 minutes - 40.4 MB

In this episode of "Cracking the Cash Flow Code," host Josh Patrick interviews Robert Silano, an expert in MEP Consulting, about the biggest mistakes he has made in his 43 years in business and the lessons he has learned. Silano emphasizes the importance of having written contracts, managing risks and insurance, and focusing on profitability rather than just sales. Key takeaways: Trust is important, but it should be supported by written contracts to mitigate risks and ensure clarity. Un...

Episode 412 : Dr. Ralph H. Kilermann

August 18, 2023 10:00 - 25 minutes - 46.1 MB

In this episode of "Cracking the Cash Flow Code," host Josh Patrick interviews Dr. Ralph H. Kilmann, who discusses conflict resolution, the importance of values in organizations, and the impact of culture on transformation. They emphasize the need for effective communication, collaboration, and trust in order to address conflicts and create a positive work environment. Most people have 1 or 2 conflict modes that they use indiscriminately, and understanding the 8 attributes that help determi...

Episode 411: The Role of Empathy in Effective Leadership: Insights from Jack Flaherty

July 28, 2023 10:00 - 21 minutes - 39.3 MB

We're thrilled to share our latest episode featuring the inspiring Jack Flaherty, CEO and founder of The Decision Switch and the author of Better Decisions | Better Outcomes: 7 Principles of Successful Decision-Making. Jack dives deep into the pivotal role of empathy in decision-making, explaining how it shapes our choices and our legacy. Get insights into the emotional and physical implications of our decisions and the importance of open dialogue for a supportive culture. We also delve in...

Episode 410: From Pitfalls to Profits: Small Business Accounting Insights with Cory Gayman

July 21, 2023 10:00 - 22 minutes - 41.5 MB

We're thrilled to bring you our latest episode "From Pitfalls to Profits: Small Business Accounting Insights with Cory Gayman". Get ready to dive deep into the world of small business accounting.   Join us as we chat with Cory, president, and owner of JCG CPA Firm, who shares his expert insights on common accounting pitfalls and strategies to avoid them. Discover the importance of maintaining a comprehensive paper trail, the risks of cash handling, and the significance of fostering a sol...

Episode 409: Igniting Business Creativity with Mark Shekter: A Look into the Think 8 Method

July 14, 2023 10:00 - 24 minutes - 44.9 MB

Unlock the creative genius within you and transform your business with our latest podcast episode. We dive deep into the Think 8 methodology with its creator - the insightful CEO of Think8 Global, Mark Shekter.   In this enlightening conversation, we explore the 'what', 'why', and 'how' of your work using Mark’s revolutionary eight-step process. Discover how to unblock your creative potential, reignite your passion, and think differently about your business.   We also delve into how ...

Episode 408: Decoding ESOPs: Unleashing the Power of Employee Stock Ownership Plans with David Blauzvern

July 07, 2023 10:00 - 24 minutes - 45 MB

Dive into the world of Employee Stock Ownership Plans (ESOPs) with our latest episode: "Unraveling the Mystery of ESOPs: A Deep Dive into Employee Stock Ownership Plans with David Blauzevern". David, from CSG Partners, joins us to share his in-depth knowledge of ESOPs, discussing their potential to offer liquidity for owners, tax efficiency for companies, and equity for employees. We explore the intricacies of setting up an ESOP, the advantages of managing a company with OpenBook managem...

Episode 407: Pioneering Success: A Conversation with Mike Fata

June 30, 2023 10:00 - 21 minutes - 39.8 MB

Join us as we explore Mike's journey from high school dropout to successful entrepreneur, fueled by his passion and curiosity. Discover the power of peer mentorship, lifelong learning, and the 'win or learn' mindset in the world of entrepreneurship.   In this episode, we delve into the significance of combining personal passions with business pursuits, forming an effective advisory board, and strategies for long-term business success. Mike's insights from his experience in the hemp food...

Episode 406: Unlocking Success Through Coaching: A Journey with Saurahb and Ana

June 23, 2023 10:00 - 22 minutes - 51.9 MB

Discover the transformative power of coaching in our latest episode of Cracking the Cash Flow Code! We chat with Saurahb, a certified financial analyst and author of "The CEO and the Coach." Join us as we explore Saurahb's journey from being coached by Ana, a London-based coach, to their evolving professional relationship and profound friendship. Learn how Ana's guidance helped Saurahb navigate the tumultuous times of the pandemic and how their insightful book encapsulates the lessons they...

Episode 405: Mastering Sales and Negotiation: Tips for Business Success

June 16, 2023 10:00 - 22 minutes - 51.7 MB

Unlock your sales potential and master the art of negotiation with our latest Cracking the Cash Flow Code episode featuring guest expert Brian Will, author of Know the Psychology of Sales and Negotiations and the Dropout Multimillionaire. In this episode, we cover common mistakes business owners make, how to overcome a client's first objection and the importance of building trust with clients to ensure a successful sale. Brian also shares insights on understanding the client's fear of the ...

Episode 404: Empathic Marketing: Boost Business Success by Putting Customers First with Mike Caldwell

June 02, 2023 10:00 - 23 minutes - 53.3 MB

🎙️ New Podcast Episode Alert! 🎙️ Unlock the power of Empathic Marketing and transform your business with our latest Cracking the Cash Flow Code episode featuring marketing expert Mike Caldwell! Discover the five essential steps of empathic marketing and learn how putting your customers first leads to more effective results for your business. Mike shares valuable insights on understanding your audience, using a pyramid to assess their level of awareness, and tailoring your message to reso...

Episode 403: The Journey from Law Enforcement to ATM Empire: Paul Alex's Success Story

May 12, 2023 10:00 - 27 minutes - 62.8 MB

Have you ever wondered how someone could transition from law enforcement to running a successful ATM business? Join me as I chat with Paul Alex, CEO of ATM Together, about his fascinating entrepreneurial journey and the lessons he's learned along the way. Paul shares how he managed to start his business from scratch, thanks to the advice of a coworker and the financial savvy taught to him by his parents.   In this episode, we explore the challenges Paul faced in building a complicated bu...

Episode 402: The Power of Partnership: Unveiling the Essential Skills for Successful Collaboration with Ron Saharyan

May 05, 2023 10:00 - 25 minutes - 58.9 MB

Welcome to our latest conversation, where we have the pleasure of speaking with Ron Saharyan, the Co-founder of Profit First Professionals. Today, we'll discuss the remarkable power of partnership and explore the crucial skills needed to make any collaboration successful. We'll be delving into the art of partnership, examining essential abilities, and hearing firsthand experiences from our expert guests.

Episode 401: Overcoming Challenges and Boosting Cash Flow in the Trades Industry: A Conversation with Mark Ogden

April 28, 2023 10:00 - 25 minutes - 58.7 MB

Cracking the Cash Flow Code is back with another insightful episode, featuring Mark Ogden from Ogden Mechanical! With 20 years of experience in the mechanical engineering business, Mark shares his journey, challenges, and wisdom for those in blue-collar businesses and construction industries. In this episode, we discuss: ✔️ Mark's journey from being an HVAC mechanic to entering sales ✔️ The importance of customer service in a business with no advertising budget ✔️ The need for promot...

Episode 400: Join the Elite: Discover the Art of Running a Clockwork Business

April 21, 2023 10:00 - 26 minutes - 60.7 MB

As business owners, we often find ourselves juggling multiple tasks, dealing with unexpected problems, and constantly trying to keep up with deadlines. It can be overwhelming, and it can feel like we're always one step behind. However, by implementing effective systems in our businesses, we can simplify our workflows and make everything run like a well-oiled machine. In this podcast episode, we'll cover everything you need to know about systematizing your business, with business expert and...

Episode 399: How much does it cost to acquire new customers?

April 14, 2023 10:00 - 25 minutes - 58.4 MB

Let's have a talk with the principal of Ward Consulting who is Len Ward about customer acquisition costs. We will talk about the main components of a customer acquisition cost and the problem behind it. How it becomes an important business metric which is the total cost of sales and marketing efforts, as well as property or equipment, needed to convince a customer to buy a product or service.

Episode 398: The Profit-Boosting Solution for Your Restaurant - Profit First

April 07, 2023 10:00 - 27 minutes - 62 MB

We have a really great guest for you today, Kasey Anton from Spark Business Consulting. Kasey is all about making sure restaurants make a profit. We'll learn about profit first for restaurants and how it can help you create a restaurant that supports you. It might sound tricky, but trust us, it's actually really simple and works wonders! We'll be chatting with Kasey today about how this program can help your business grow and become unstoppable. Get ready to learn some awesome tips!

Episode 397: Unleashing the Modern Elder: Unlocking the Secrets to a Prosperous Life

March 31, 2023 10:00 - 23 minutes - 53.2 MB

Get ready for an electrifying podcast episode! We're thrilled to bring you an exclusive conversation with John Orian, the dynamic CEO of PlayAtCreation and mastermind behind the game-changing Prosperous Modern Elder Program. Join us as we dive deep into the secrets of how this revolutionary program goes beyond just financial success, empowering you to live a truly fulfilling life. Don't miss this opportunity to unlock your potential and embrace the future with confidence and excitement!

Episode 396: Group Synergy or Solo Spotlight: Picking the Perfect Coaching Program

March 24, 2023 10:00 - 25 minutes - 59.2 MB

Get ready to meet the amazing Dr. Sabrina Starling from Tap the Potential LLC and learn her profit-first secrets. Today, we're diving into the world of successful group coaching programs and why they might just beat individual coaching. So buckle up, entrepreneurs! You're about to discover how to design a business that gives you more time for the things you love and stacks that cash higher than ever before.

Episode 395: Different channels for leveraging recruitment

March 17, 2023 10:00 - 22 minutes - 52.3 MB

Join us today as we have a conversation with Neil Livingstone, a CFO Advisory and author of The 27 Financial and Marketing Mistakes that are Costing you Millions. We will talk about outsourced CFO services which cover all aspects of business and transform the lives of business owners so they attain the financial freedom they desire.

Episode 394: Growing and scaling your retirement plan business

March 10, 2023 11:00 - 25 minutes - 59 MB

Today we're talking with Eric Hoelter from AssetMark as we discuss consulting on plan design, prospecting, presenting, fee analysis, and conversion of existing retirement plans. This is about helping advisors and their clients create retirement plans to meet their goals and needs.

Episode 393: Why you might want to be a speaker?

March 03, 2023 11:00 - 25 minutes - 59 MB

Join us today as we talk with Grant Baldwin from The Speaker Lab about building a successful and sustainable speaking business. This episode will show how to become a sought-after speaker and have the insight to equip others to share their meaningful messages with the masses.

Episode 392: Cracking the Code of High-Performing Teams: A Conversation with Jeff Efinger

February 24, 2023 11:00 - 25 minutes - 58.7 MB

In this episode, we welcome Jeff Efinger, an accomplished business consultant, speaker, and author of the book "The 7 Summits of Winning Teams." Drawing from his extensive experience working with top-performing teams in various industries, Jeff shares his insights on the common traits of winning teams and how leaders can foster a culture of success within their organizations.

Episode 391: Designing Delight: The Art of Crafting Exceptional Experiences

February 17, 2023 11:00 - 26 minutes - 60.3 MB

Join us, where we sit down with Ryan Tansom to discuss the importance of brand strategy and the courage it takes to make your next move. Ryan has a wealth of experience in helping companies develop a strong brand identity and will share insights on how to create a killer process that will set you apart. We'll delve into the challenges of standing out in a crowded market and the importance of being bold in your approach. This conversation will give you the tools and inspiration you need to ta...

Episode 390: The Power of Dashboards: How They Can Revolutionize Your Business Processes

February 10, 2023 11:00 - 25 minutes - 59.4 MB

Join us today as we sit down with Ryan Tansom, the founder of Arkona. Ryan and his team at Arkona specialize in helping businesses become sale-ready by providing fractional CFO services. In this episode, we delve into the topic of shifting your mindset as a business owner from solely focusing on annual income to creating long-term value. Ryan shares his expert insights on how to achieve this and how it can lead to more freedom and choices in your personal and professional life, all while mai...

Episode 389: Understanding the wonderful world of ESOP's

February 03, 2023 11:00 - 25 minutes - 58.1 MB

ESOPs can be a great way to save money on your taxes and secure your retirement, but they can also be confusing. In this podcast, Chris Mercer explains what ESOPs are and how they work, so you can decide if an ESOP makes sense for you and your transition strategy.

Episode 388: Understanding risk and reward when scaling your company

January 06, 2023 11:00 - 25 minutes - 58.3 MB

Our guest for today is Herb Cogliano who is the CEO of Aspire Growth Advisors and a Certified Scaling Up Strategic Planning Facilitator. You will learn about the passion of working with leaders of growth companies to achieve more freedom by helping them create industry-leading strategies, a culture of accountability, flawless execution along with a healthy cash flow within organizations.  

Episode 387: Top 5 mistakes that business sellers make

December 30, 2022 11:00 - 22 minutes - 52.4 MB

We're talking with Jessica Fialkovich who is the founder/CEO of Exit Factor where we will talk about best practices for selling your business. This episode will explain why before you sell, you must focus on making your company sale ready. Listen and learn what those secrets are.

Episode 386: How can a business coach give business owners time, freedom, and results?

December 23, 2022 11:00 - 24 minutes - 56.2 MB

Our guest for today is Tristan Wright, a Chief Business Sherpa at Evolve to Grow with a business Evolution Circle program. We will talk about consultancy for business owners who need more time, more freedom, and more results.  

Episode 385: Creative frameworks for buying, selling, and investing in any business

December 16, 2022 11:00 - 25 minutes - 58.3 MB

Today we're talking with Marc Morgenstern, the author of The Soul of the Deal, who focused on early-stage growth companies as management, director, strategic advisor, or investor. In this episode, we'll talk about the fundamental premises of The Soul of the Dea.