Cracking the Cash Flow Code
437 episodes - English - Latest episode: 5 months ago - ★★★★★ - 52 ratingsLearn 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.
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Episodes
Episode 38: Transitioning a Business
December 29, 2015 03:06 - 20 minutes - 18.9 MBIn this episode Josh talks with Doug Sippel, Chief Transition Officer at Leadership Transitions. They discuss what is involved in transitioning a business between successive generations.
Episode 36: Referrals
December 08, 2015 03:34 - 22 minutes - 20.7 MBIn this episode Josh talks with Steve Gordon, Author of "Unstoppable Referrals". They discuss referrals and the reluctance on the part of clients to give referrals. Steve discusses a couple of different referral strategies that have achieved remarkable success.
Episode 35: Stealing the Show
December 02, 2015 12:39 - 23 minutes - 21.4 MBIn this episode Josh talks to Michael Port, NY Times Bestselling Author, Professional Speaker and Founder of The Book Yourself Solid School of Coach Training. They discuss Michael's latest book, "Steal the Show" and Michael's upcoming event "Heroic Public Speaking Live"
Episode 34: Exit Planning
November 29, 2015 04:06 - 20 minutes - 18.8 MBIn this episode Josh talks to John Brown, Founder of CEO of the Business Enterprise Institute about the field of Exit Planning.
Episode 33: Developing Business Plans
November 29, 2015 04:03 - 21 minutes - 19.7 MBOn this episode Josh speaks with Tallat Mahmood, Founder and Managing Director of SkyPanther Capital. Tallat discusses business plans, especially for those companies wishing to attract funding.
Episode 32: Taking Your Successful Business and Turning It Into a Sustainable One
November 15, 2015 13:40 - 20 minutes - 18.9 MBIn this episode, Josh discusses taking your successful business and turning it into a sustainable one.
Episode 31: How to Work for $5,000/hour
November 02, 2015 03:17 - 22 minutes - 20.3 MBIn this episode, Rob Slee, Founder at MidasNation and Robertson & Foley. They discuss how business owners should aim toward focusing on $5,000/hour activities.
Episode 30: Renting a CFO
October 22, 2015 02:08 - 20 minutes - 18.7 MBIn this episode, Josh speaks with Joe Worth, Partner in B2B CFO. They discuss why companies may want to rent a CFO.
Episode 29: Starting a Business From Scratch
October 07, 2015 02:51 - 19 minutes - 18.2 MBIn this episode, Josh speaks with Rachel Gogos, Founder & CEO of brandiD. Josh asks Rachel about the process of starting her business, as well as asks for information around using the Internet to promote your business.
Episode 28: Being Sale Ready
October 06, 2015 01:21 - 20 minutes - 18.9 MBIn this episode, Josh speaks with Chris Taylor from Allan Taylor & Company. They discuss what it means to be "sale ready" and what businesses can do to better position themselves to be sold.
Episode 27: Unlocking Sustainable Growth
October 02, 2015 02:25 - 21 minutes - 19.9 MBIn this episode, Josh speaks with Josh Long from 90DayDouble.com. The two Josh's discuss steps for unlocking sustainable growth.
Episode 26: Leadership Skills
September 23, 2015 09:51 - 21 minutes - 19.9 MBIn this episode, Josh speaks with Bob Nolley, Principal, Labrador Leadership. Josh and Bob discuss leadership skills and conflict resolution.
Episode 25: Values
August 24, 2015 01:41 - 20 minutes - 18.5 MBIn this episode, Josh speaks with Gunther Weil, Owner, Value Mentors LLC. Gunther and Josh discuss values in your company.
Episode 24: Freeing Up Cash Flow
August 17, 2015 01:11 - 21 minutes - 19.7 MBIn this episode, Josh speaks with Garrett B. Gunderson, Founder and Chief Wealth Architect of Wealth Factory. Garrett and Josh discuss the process of freeing up cash flow and using truly independent advisors to guide your financial future.
Episode 23: Coaching
July 29, 2015 03:53 - 22 minutes - 20.6 MBIn this episode, Josh speaks with his personal business coach, Jason Billows, a business, leadership and life coach. Jason and Josh talk about the differences between "consultants" and "coaches", the benefits to having a coach, and the best ways to go about finding a coach.
Episode 0: Introduction
July 07, 2015 23:26 - 25 minutes - 23.4 MBIn the inaugural episode of the podcast, host Josh Patrick explains what a "sustainable business" is and why he decided to do this podcast. Josh invites his business coach, Jason Billows, from JasonBillows.com, to turn the tables and interview him about the podcast.
Episode 22: CoreValue Software
July 04, 2015 14:39 - 20 minutes - 18.8 MBIn this episode, Josh speaks with Chuck Richards, CEO of CoreValue Software. Chuck discusses the different tools with the software, how they came about, and how they can be used to discover and potentially increase the value of a business.
Episode 21: Integrating Family Into Family Business
June 24, 2015 03:58 - 19 minutes - 17.8 MBIn this episode, Josh speaks with Matt Wesley of The Wesley Group. Matt discusses the best practices for integrating the family in the family business as well as highlights the potential pitfalls.
Episode 20: Empowered Wealth
June 20, 2015 15:13 - 17 minutes - 15.9 MBIn this episode, Josh speaks with Ron Nakamoto, CEO of Empowered Wealth. Ron talks about Empowered Wealth and how it seeks to reverse the trend of familes losing their wealth by the fourth generation.
Episode 19: Preventing Transition Remorse
May 24, 2015 02:42 - 16 minutes - 14.9 MBIn this episode, Josh speaks with Paul Cronin, Partner and Director of Business Development, Successful Transition Planning Institute. Roger talks about transition remorse, some of the causes of it, and what can be done to help business sellers get past this point.
Episode 18: Business Valuation
May 20, 2015 03:20 - 16 minutes - 14.6 MBIn this episode, Josh speaks with Roger Winsby, President and Co-Founder of Axiom Valuation Services. Roger talks about business valuation, the many reasons why you should have your business valuation done, and how best to go about finding the right valuation firm.
Episode 17: Client Advisory Boards
May 19, 2015 02:37 - 16 minutes - 14.8 MBIn this episode, Josh speaks with Steve Wershing, President of Entreplanning. Steve talks about client advisory boards, what they are and why you should have one.
Episode 16: Recurring Revenue
May 14, 2015 03:40 - 18 minutes - 17.3 MBIn this episode, Josh speaks with John Warrillow, Founder of The Value Builder System. John talks about recurring revenue, business valuation, and strategies for "productizing" your service business.
Episode 15: Supplemental Compensation Plans
May 07, 2015 13:26 - 16 minutes - 15.4 MBIn this episode, Josh speaks with Rick Kozlowski, Partner at Lisman Leckerling P.C. Rick talks about supplemental compensation plans and what companies need to think about when coming up with supplemental compensation for their senior executive staff.
Episode 14: Using Video in Your Marketing
May 06, 2015 04:15 - 17 minutes - 15.7 MBIn this episode, Josh speaks with Lou Bortone, Online Marketing Strategist and Video Marketing Expert at LouBortone.com. Lou gives advice on developing your video strategy, planning your productions, and finding your "sweet spot" for the types of video to produce.
Episode 13: Selling Your Business
May 05, 2015 03:29 - 15 minutes - 14.2 MBIn this episode, Josh speaks with Barbara Taylor, Co-founder, Allan Taylor & Co., a mergers and acquisitions firm. Barbara talks about the things you need to consider and be prepared for when readying your business for sale.
Episode 12: Using Philanthropy to Teach Children Money Skills
May 04, 2015 02:07 - 16 minutes - 15.2 MBIn this episode, Josh speaks with Randy Fox, Editor in Chief of the Planned Giving Design Center. Randy talks about philanthropy, advising business owners on how to make it a bigger part of the company and life, and how to use philanthropy to teach important lessons on money and decision making to their children.
Episode 11: Benefit Corporations
May 03, 2015 23:42 - 18 minutes - 16.8 MBIn this episode, Josh speaks with Ted Castle, Owner and President of Rhino Foods. Ted talks about "B Corps" (benefit corporations), and the experience Rhino Foods has had in being a "B Corp"
Episode 10: Succession Planning for the Unexpected
May 03, 2015 18:06 - 16 minutes - 15.2 MBIn this episode, Josh speaks with Steve Ciepela, President of Charles Stephen, a wealth managment firm in Albuquerque, NM. Several years ago, Steve's partner in the firm died unexpectedly. Steve discusses what they had done, and what you should do to protect your family and business in the event of an unexpected loss.
Episode 9: Purposeful Trusts and Gifts
May 01, 2015 02:35 - 18 minutes - 16.9 MBIn this episode, Josh speaks with attorney John A. Warnick, the founder of the Purposeful Planning Institute. John explains the purposeful trust and the difference between it and other types of trusts.
Episode 8: Positive Corporate Culture
April 30, 2015 12:19 - 16 minutes - 15.3 MBIn this episode, Josh speaks with Peter Asch, Owner and CEO of Twincraft Skincare. Peter explains positive corporate culture and why it is important to an organization.
Episode 7: "Executive Coaching"
April 30, 2015 03:27 - 17 minutes - 16 MBIn this episode, Josh speaks with John Murphy, an Executive Coach with John Murphy International. John explains the purpose of an Executive Coach and why they are important to a business owner.
Episode 6: "Unlocking Private Company Wealth"
April 26, 2015 03:11 - 15 minutes - 14.5 MBIn this episode, Josh speaks with Chris Mercer, Founder and CEO of Mercer Capital. Chris discusses private company valuations and his book "Unlocking Private Company Wealth: Proven Strategies and Tools for Managing Wealth in Your Private Business".
Episode 5: Selling Your Business to Your Managers
April 23, 2015 05:22 - 19 minutes - 17.5 MBIn this episode, Josh speaks with John Crabbe, Owner and Founder of the Vermont Tent Company. John discusses the process he is going through in selling his company to his long time management team.
Episode 4: "The Outrageous Deal"
April 23, 2015 02:08 - 15 minutes - 14.2 MBIn this episode, Josh speaks with Kevin Short, Managing Partner & CEO of Clayton Capital Partners. Kevin discusses "The Outrageous Deal", where businesses are able to sold for several times what typical businesses in their market niche are sold for.
Episode 3: "Hire Your Buyer"
April 17, 2015 21:07 - 18 minutes - 16.5 MBIn this episode, Josh speaks with John Mill, Author of the book "Hire Your Buyer: a Philosophy of Value Creation". In it John discussses his unique strategy for finding a good business succession option.
Episode 2: Importance of Annual Family Meetings
April 17, 2015 18:31 - 18 minutes - 16.9 MBThis episode Josh interviews Tom Deans, who has spent his life in and around private businesses. In his first book, Tom questions common wisdom about whether it is wise to give the family business to your children instead of having them buy it. Tom is here though to discuss his second book, which talks about the need for families to have deep conversations about the wishes of elders when it comes to estate planning. We learn why having an annual family meeting leads to healthy family relat...