Intentional Growth
760 episodes - English - Latest episode: 2 months ago - ★★★★★ - 87 ratingsIntentional Growth™ is a podcast is a podcast for entrepreneurs and business owners wanting to view - and run - their company like a financial asset so they can have fun, create wealth, and make an impact. Truly make the entire journey of owning and running a company "worth it".
With over 10,000 downloads per month, weekly, content-rich episodes provide you with information on how to get clear on what you want from the business and why, the way companies are valued, strategies to increase that value, and the variety of ways you can transition your role or exit your ownership. From technical episodes dissecting the inner-workings of private equity and ESOPs to intense discussions with authors and thought leaders like Gino Wickman, Bo Burlingham, Dan Martell, John Warrillow, Jack Stack, and Alan Beaulieu, this podcast is full of information you need to stay competitive in today’s market.
The goal of the show? To help entrepreneurs enjoy work, create wealth and make an impact. By creating sustainable, predictable, and transferable cash flow, you will create a valuable company that gives you choices to grow, acquire, reinvest, or exit and live the life you planned for — all with intention.
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Episodes
#393: Profit First: The Entrepreneur's Guide to Financial Freedom with Chris White and Jason Petro
February 22, 2024 03:10 - 52 minutes - 122 MBIn this episode, we dive into the transformative journey of implementing the Profit First system. This system, renowned for its simplicity and effectiveness, has significantly altered their business landscape, fostering financial stability and growth. As Jason and Chris tell their Entrepreneur stories, they share practical insights and the impact of financial discipline and strategic planning in navigating the complexities of entrepreneurship. THREE BIG IDEAS FROM THE INTERVIEW: Profit ...
#392: The Ultimate Guide on Business Banking with Jeff Campbell: A Deep Dive into Navigating Financial Waters
February 15, 2024 03:10 - 1 hour - 200 MBIn today's rapidly evolving business landscape, navigating the complexities of business banking is a crucial aspect that can significantly influence a company’s growth trajectory. In this podcast episode, we dive into the nuanced business banking world with insights from Jeff Campbell, a seasoned banking professional. As we navigate the complexities of economic shifts and the evolving banking industry, Jeff shares invaluable advice for business owners looking to adapt and thrive. From the im...
#391: How Private Equity Think About Value Creation: Winning Moves with Dan Cremons
February 08, 2024 03:10 - 1 hour - 185 MBIn today’s episode, we dive into the nuanced perspective of private equity (PE) on value creation, featuring Dan Cremons, a seasoned PE expert turned CEO and advisor. Dan shares his extensive experience in fostering "people-powered performance" in PE-backed companies, emphasizing the strategic importance of aligning human capital with business objectives. The discussion navigates through the core principles of PE value creation, actionable strategies for operational excellence, and the pivot...
#390: The ESOP Holding Company Model: Pioneering Change in a 130-Year-Old Company with Daniel Goldstein
February 01, 2024 03:10 - 1 hour - 185 MBDaniel Goldstein's interview is an intriguing blend of his extensive expertise in Employee Stock Ownership Plans (ESOPs) and his impressive track record as the former CEO of Folience, an ESOP-owned holding company. With his deep insights into how ESOPs can revolutionize company culture and employee engagement and his experience leading significant business growth and diversification through acquisitions, Goldstein offers a unique perspective on employee ownership's role in wealth distributio...
#389: He Was Told His Ideas Would Never Work: The Least Likely Millionaire with Jonathan Beskin
January 25, 2024 03:10 - 58 minutes - 136 MBIn this episode, Jonathan, an entrepreneur and author of "The Least Likely Millionaire," shares his journey of overcoming adversity and achieving remarkable success. He delves into his personal challenges, including mental health struggles and skepticism from others, and how he channeled these experiences into driving his business forward. THREE BIG IDEAS FROM THE INTERVIEW: Overcoming Adversity: Jonathan's story is a testament to the power of resilience and determination. Despite facin...
#388: The Contractor Fight with Tom Reber: Helping People in the Trades Enjoy Work & Build a Business that Serves Them
January 18, 2024 03:10 - 1 hour - 149 MBTom Reber shares his rich experience and visionary approach towards transforming the trades industry. With a background deeply rooted in contracting, Tom passionately discusses the need to elevate the perception of trades from a fallback option to a respected and lucrative career choice. THREE BIG IDEAS FROM THE INTERVIEW: Mission and Passion: Tom is dedicated to changing the narrative around trades. He believes in eradicating mediocrity in personal and professional life, emphasizing th...
#387: Finding Hidden Market Opportunities using Hypernomics with Doug Howarth
January 11, 2024 03:10 - 1 hour - 148 MBHave you ever wondered why products and companies fail? Doug Howarth has dedicated his life to answering this question. An innovative thinker in economics, he is the founder of Hypernomics. Doug's journey is driven by a deep fascination with why certain products fail, why people decide to buy, and how companies succeed. Fueled by this newfound clarity, he founded Hypernomics Inc., creating innovative software that analyzes markets in four or more dimensions, going beyond the traditional ...
#386: Co-Founder of MapQuest Chris Heivly on Why Building a Company is like Building a Fort
January 04, 2024 03:10 - 59 minutes - 140 MBDo you ever think about how Entrepreneurship is just like building a fort when you were 10? It's a process that starts with a vision, survives through resilience, and flourishes with adaptability and passion. This podcast with Chris Heivly revolves around personal experiences, practical strategies, and the mindset required for building a successful business, drawing upon the metaphor of 'building a fort'. THREE BIG IDEAS FROM THE INTERVIEW: Embracing Adaptability: The conversation highl...
#385: From Corporate Life to E-Commerce Mastery: Robb Green's Journey of Building 17 Brands
December 28, 2023 03:10 - 1 hour - 156 MBRobb Green is a corporate refugee turned experienced e-commerce entrepreneur, as he unveils the art of scaling an online business. From his start in drop shipping to building and selling multiple brands, Robb focuses on the crucial aspects of operational efficiency and brand strategy. Tune into this insightful podcast to learn how these elements drive success in the competitive e-commerce world and gain actionable insights to elevate your own business journey. THREE BIG IDEAS FROM THE IN...
#384: Decision Sprint: The New Way to Innovate into the Unknown & Move from Strategy into Action with Atif Rafiq
December 21, 2023 03:10 - 52 minutes - 123 MBAtif Rafiq is a former Silicon Valley executive and the author of "Decision Sprint". In this episode, Atif shares his journey from finance to technology, highlighting his experiences at companies like Yahoo, Amazon, and his pivotal role as McDonald's first Chief Digital Officer. The discussion dives into the core ideas from his book, focusing on transforming business strategies into effective execution, managing change, and the importance of a systematic approach in decision-making within or...
#383 - The Billionaire Mindset: Why Average Equals Death with Richard Wilson the Founder of the Family Office Club
December 14, 2023 03:10 - 57 minutes - 133 MBIn this episode I talk with Richard Wilson, who's had the unique opportunity to interview numerous billionaires, sheds light on what really sets these individuals apart. It's not just about having groundbreaking ideas or exceptional skills; it's about their mindset and approach to life and business. THREE BIG IDEAS FROM THE INTERVIEW: The Significance of Family Offices in Wealth Management: Richard discusses how family offices have evolved and become crucial in managing the wealth of th...
#382: Q4 2023 Economic and M&A Update with Brian Beaulieu and Jeff Buettner
December 07, 2023 03:10 - 1 hour - 154 MBIn this insightful episode of the podcast, we delve into the complexities of the current economic landscape with a focus on the forecast for 2024, the implications of a mild recession, and strategies for businesses to navigate these challenging times. The discussion also covers the evolving dynamics of wholesale trade, financial market volatility, and the impact of geopolitical events on global economies. THREE BIG IDEAS FROM THE INTERVIEW: Mild Recession in 2024 and Opportunities It Pr...
#381: The Growth Dilemma: How To Fund Your Target Equity Valuation So It Aligns with Your Goals with Ami Kassar
November 30, 2023 03:10 - 56 minutes - 131 MBIn an era where entrepreneurship is booming, financial literacy becomes a cornerstone for success. This podcast, I talk to Ami Kassar, an expert in business financing, who shares invaluable insights into the world of debt markets, particularly focusing on SBA (Small Business Administration) loans, and the crucial role of financial literacy in entrepreneurial ventures. THREE BIG IDEAS FROM THE INTERVIEW: Understanding Different Debt Options: It's crucial for business owners to understand...
#380: 2024 Planning: Leveraging EOS, Strategic Planning, Budgeting & Forecasting to Hit Your Target Equity Valuation [Part 2]
November 23, 2023 03:10 - 44 minutes - 40.6 MBToday I break down the intricacies of annual planning, focusing on how to effectively use an operating systems like EOS© (Entrepreneurial Operating System) by integrating budgeting, forecasting, and projecting company value. I emphasize the importance of tying your short and long-term goals (e.g., your V/TO) to a target equity valuation, understanding financial constraints, and making informed decisions for investment and growth. I also cover the budgeting processes and how to align financia...
#379: 2024 Planning: Leveraging EOS, Strategic Planning, Budgeting & Forecasting to Hit Your Target Equity Valuation [Part 1]
November 16, 2023 03:10 - 1 hour - 176 MBToday we start the two part series with a conversation around effective annual planning strategies with CEO Nexus owner (a CEO Peer Group), Steve Quello. Our discussion highlights the importance of integrating the financials - and a target equity valuation - into structured frameworks like EOS©, which aids in scaling and managing businesses through vision, data, process, and traction. We break down the role of financial literacy, and the power budgeting and forecasting bring to decision-maki...
#378: Becoming an Empire Builder: The Road to a Billion with Adam Coffey
November 09, 2023 03:10 - 1 hour - 189 MBAdam Coffey is on the show to talk about his new book, "Empire Builder," which serves as a guide for businesses aiming to scale from zero to a billion dollars in revenue. The book emphasizes the importance of understanding and mastering unit-level economics, achieving specific financial metrics (as outlined in the "30-20-10 rule"), and transitioning from a hands-on role to a more strategic, overseeing role as the business grows. It also highlights the significance of thinking like an inves...
#377: Why, How, & When to Consider Podcasting to Fuel Your B2B Growth After 1000+ Interviews & 12+ Years with John Corcoran
November 02, 2023 02:10 - 58 minutes - 136 MBIn this episode with John Corcoran, we dove deep into the power of podcasting for B2B growth. John shares his journey from blogging to podcasting and how it's reshaped networking and business relationships. Together, we explore podcasting's multifaceted benefits for businesses beyond just audience engagement and content production. We discussed how podcasting can serve as a means to boost internal training, enhance client interaction, and even facilitate market research. A critical takeaway ...
#376: The Dropout Multi-Millionaire: Brian Will Shares Lessons on How to Succeed in Business With No Money, No Education and No Clue
October 26, 2023 04:00 - 1 hour - 167 MBBrian Will's decision-making framework revolves around personal experiences, lessons from failures, and an emphasis on preserving lifestyle over chasing momentary gains. He underlines the significance of not risking assets when investing, relying instead on stable income for significant ventures. Drawing from past setbacks, he adopts a protective approach, ensuring his investments don't jeopardize his overall lifestyle. Influenced by insights from Terry Pendleton about athletes' financial m...
#375: From $1,000 to $30M: The Power of Leveraged Buyouts (LBOs) for Acquisition Entrepreneurs with Bakari Akil
October 19, 2023 02:10 - 1 hour - 149 MBIn this episode featuring Bakari Akil, we explore the remarkable journey of an entrepreneur who discovered the transformative power of Entrepreneurship Through Acquisition (EtA) using Leveraged Buyouts (LBOs) through a YouTube video, leading him to acquire a handbag company doing $30M in revenue, even though he started with only $1,000 in his bank account. Bakari's story, from humble beginnings to successful acquisitions, highlights the importance of maintaining a consistent deal flow, b...
#374: The Power of Intentionality in Entrepreneurial Decision Making & Leadership with Eric Rieger
October 12, 2023 02:10 - 1 hour - 197 MBIf you’ve ever sat in your leadership seat and struggled with the question, “What is this all for?”, then you’ll relate to this episode. I met Eric Reiger, the Founder and CEO of WEBIT, in the 10 Disciplines Coaching program led by Gino Wickman and Rob Dube. I was immediately drawn to his depth of reflection and the thoughtfulness behind his decisions. Eric truly elevated our conversation today. Eric Rieger's interview underscores the profound role of a genuine "why" in guiding our decisio...
#373: The Power of Entanglement: How Companies Can Surpass Employee Engagement and Outperform the Competition with Tom Walter
October 05, 2023 02:10 - 1 hour - 173 MBLaunching and sustaining a successful business transcends merely mastering the financial and operational dimensions. It's an expedition into understanding the heartbeats of both customers and employees, as people form the cornerstone of any enterprise. My enlightening conversation with Tom Walter illuminates this journey, showcasing his extensive business wisdom accrued over time. In this episode, I delve into Tom's compelling narratives about the intrinsic tether between a robust company ...
#372 - Buying Companies, Growing Value, & Achieving a High Value Exit with Walker Diebel and Nick Bradley
September 28, 2023 02:10 - 1 hour - 215 MBIn this interview with Walker Deibel and Nick Bradley we break down complex topics like business valuations, private equity, and exit strategies into digestible segments, providing valuable insights and practical advice for aspiring entrepreneurs and investors in navigating the intricate landscape of M&A. Through shared experiences and thoughtful analysis, this podcast conversation aims to demystify the realm of M&A and highlight the potential opportunities for owners to create wealth, enjoy...
#371: The Chief Executive Operating System - Rethinking The Role of The CEO with Joel Trammell
September 21, 2023 02:10 - 1 hour - 171 MBIn today's fast-paced business world, successful partnerships are not merely a meeting of skills but a collaboration and alignment of visions among visionaries, investors, and operators. Whether it's between two entrepreneurial spirits, the intricate relationship between founder and investor, or ownership and leadership, ensuring alignment in both short and long-term goals can determine the success of the venture. It is also necessary to understand the constraints of our short-term decisions...
#370: Q3 2023 Economic & M&A Market Update with Brian Beaulieu, Jeff Buettner, Doug Farren and Jeff Campbell
September 14, 2023 02:10 - 1 hour - 264 MB(8:57) ITR Economics: Contrasting Economic Landscapes of China, India, and the U.S. Amid Global Monetary Shifts with Brian Beaulieu: Brian highlighted China's demographic and economic challenges, contrasted by India's promising rise in manufacturing, while also shedding light on evolving monetary dynamics within the BRICS nations. As we dive into the U.S. economic landscape, discussions ranged from the resurgence in housing to concerns surrounding rapid interest rate adjustments and potentia...
#369: Reinventing Capitalism: Founder of the National Center of Employee Ownership (NCEO) Corey Rosen
September 07, 2023 02:10 - 1 hour - 209 MBIn today's new episode of the podcast, Corey Rosen, the founder of the National Center for Employee Ownership and author of "Reinventing Capitalism," unpacks the current opacity of business ownership in America where equity is largely held by big corporations and large institutional investors. Corey explains the transformative power of Employee Stock Ownership Plans (ESOPs) and how they can be used as an antidote to some of the issues we face today. We have covered ESOPs extensively over the...
#368: How Does Intellectual Property (IP) Impact Valuations, Funding, and Exits? with Robert Cote
August 31, 2023 02:10 - 1 hour - 224 MBI loved my conversation today because it highlights the interconnected nature of Intellectual Property (IP), entrepreneurial vision, and the evolving dynamics of business valuations. Today, I sat down with Robert Cote, founder and CEO of Cote Capital, who is an expert in the value of intellectual property (IP). Robert, with his vast experience, highlighted how IP protection is crucial for businesses and introduced the concept of 'IP capital'. We delved into the challenges businesses fac...
#367: Further Faster with Bill Flynn: Bridging Team Dynamics, Strategy/Execution, and Cash
August 24, 2023 02:10 - 1 hour - 175 MBIn today's podcast interview, I sat down with serial entrepreneur and author of "Further Faster," Bill Flynn. Bill took us on a journey, diving deep into various aspects of business growth, moving beyond just numbers. We discussed the importance of how effective teams work together, the balance between strategic planning and execution, and what cash flow really tells us about a business. He introduced the "jobs to be done" theory, underscoring the importance of understanding customer needs a...
#366: Numbers & People: How Brian & Kent Roers Built a Multi-Billion Dollar Real Estate Empire
August 17, 2023 02:10 - 1 hour - 161 MBBrian Roers of Roers Companies shares his inspiring entrepreneurial journey in a recent podcast. Born into a family of entrepreneurs and with a foundation in accounting, Brian and his brother Kent transitioned into real estate, amassing a $2.2 billion portfolio. They raised—and continue to raise—funds by prioritizing personal relationships and catering to the “everyday investor” over traditional institutional funding. However, it hasn't all been smooth sailing. Through challenges like the 20...
#365: How to Disrupt an Industry by Creating Rock Star Sales Teams, Repeatable Processes, & Delivering Amazing Service with Jon LaCasse
August 10, 2023 02:10 - 1 hour - 197 MBHave you ever wondered how successful companies manage to scale their businesses by creating and leveraging high-performing sales teams? Today's interview is with Jon Lacasse, an entrepreneur who is an expert in scaling companies by building such teams. Jon shares his unique career path, which took him from concrete work to building a team of over 100 people within a division of Citigroup. He also discusses his decision to break free from the Citigroup umbrella to launch a healthcare broker...
#364: From Poker Table to Boardroom Table: Casey Cavell on Lessons Learned After Leaving Poker & Turning a $9,000 Investment into a Business Portfolio of Over $40,000,000
August 03, 2023 02:10 - 1 hour - 151 MBIn my interview today with Casey Cavell, we explore his journey transitioning from a professional poker player into a successful entrepreneur, real estate investor, and podcast host of the Dugout CEO podcast. He took a $9,000 investment and effectively used his poker skills to enter the real estate market, later launching baseball and softball academies and expanding them to five locations in Atlanta, and grossing over $40M between all his ventures. Casey faced significant challenges when he...
#363: Unpacking the Implications of AI on Business Operations, Data, Security, Culture, and M&A with Loren Horsager
July 27, 2023 02:10 - 1 hour - 205 MBIn this week’s episode of the podcast, I had the privilege of chatting with an old friend, Loren Horsager, a seasoned tech entrepreneur who has literally been talking about artificial intelligence (AI) since the '90s. Loren became a lifelong tech enthusiast after he helped automate the accounting tasks he was responsible for in the commodities trading business he was working for in the '90s. Loren was first on the podcast over six years ago (ep. #84), talking about how companies can embrace ...
#362: Lessons Learned from Growing a Company from $0 to $100M+ and Selling to a Private Equity Firm with Chris Carlson
July 20, 2023 02:10 - 1 hour - 70.2 MBChris went on to grow the company to over 100 million dollars in annual revenue, diversifying their products and target markets along the way. After successfully growing the company over 15 years, Chris sold Sportech to a private equity firm in November 2019 and received all of his cash up front. Chris accomplished what many entrepreneurs strive too and is willing to share what strategies grew value, his successes along the way and what he would do different if he were to do it again. What ...
#361: Peaks and Valleys of Entrepreneurship: How the Reilly Brothers Sold $250M Worth of Real Estate, Went Broke, and then Sold $75M Worth of Golf Carts in 45 Days
July 13, 2023 02:10 - 1 hour - 190 MBIt’s hard to know if you're winning when you're in the middle of something. Every journey has its ups and downs, but hopefully, the ride is worth it in the end. Our guests today, Rob and Colin Reilly, are true entrepreneurs who have experienced the highest highs (selling over $250M in real estate) and the lowest lows (going broke) of the business world. They've tackled these challenges with grit, determination, and what they call an "eternal perspective". The brothers started their j...
#360: From a Small Town in India to Acquisition Entrepreneur & Academic Rockstar: How Sindhu Srivastava Defied Expectations and Broke Through Social Barriers
July 06, 2023 02:10 - 1 hour - 143 MBIn today’s podcast, I interview Sindhu Srivastava and she shared her amazing journey as an entrepreneur, immigrant, and woman of color. She walks us through her upbringing in a mixed-faith family, the transformative power of education, and her relentless pursuit of excellence. The interview highlights Sindhu's academic success, her migration to the US to escape societal norms, her career path in data analytics and entrepreneurship, and the challenges she faced along the way. It also emphasiz...
#359: Mindfulness, Happiness, Leadership and Success in the "Business of Life" as an Entrepreneur with Matt Altman
June 29, 2023 02:10 - 1 hour - 222 MBIn today’s podcast, I chat with Matt Altman, Sportiqe’s Co-Founder and CEO, about thriving in both business and the "business of life." Matt recounts his transition from pro sports to entrepreneurship, highlighting the importance of emotional stability. We dove into Matt's “profit in life” concept, measured using his formula: A+DEF times C squared. The discussion encompasses the significance of mindfulness, self-discovery, and meditation in nurturing inner peace. Altman also reveals Sporti...
#358: From Intern to CEO: Camille Nicita's Human-Centric Journey Buying, Growing and Selling Gongos, Inc.
June 22, 2023 02:10 - 1 hour - 76.5 MBCamille is the former president and CEO of Gongos, Inc., a company focused on empowering organizations through human insights. Today, Camille will be sharing her insights on 'Navigating the Complex World of Succession Planning with a Human-centric Approach.' We’re going to be diving into how Camille managed to transition her leadership into the CEO role - while buying the company - after the sudden demise of the company’s co-founder, John Gongos, and how she ensured the company not only surv...
#357: From Ground Zero to 8-Figure Exit: How Jason Weimer Created a Warren Buffet-Style Capital Snowball Out of a Working Class Income
June 15, 2023 03:00 - 1 hour - 228 MBToday, we have a super fun episode! I met our guest, Jason Weimer, over 5 years ago and had the privilege of getting to know him and his big idea. Jason was in the early stages of founding a PE Firm that was people-centric and that also provided the double-digit returns typical of private equity. The challenge? Jason came from a working-class family that didn’t have a pile of capital for him to “play around with.” Therefore, Jason had to spend tons of time educating himself about investm...
#356: Q2 2023 Economic & M&A Market Update with Brian Beaulieu, Jeff Buettner and John Thwig
June 08, 2023 02:10 - 1 hour - 230 MBTHREE SEGMENTS IN TODAY'S QUARTERLY ECONOMIC AND M&A UPDATE: 1. UNDERSTANDING & NAVIGATING ECONOMIC CYCLES WITH BRIAN BEAULIEU: We need to understand and navigate the ebbs and flows of economic cycles. From dissecting sector-specific challenges in banking and real estate, to understanding the economic cycle and its impacts, to providing actionable strategies for economic highs and lows, the discussion emphasizes the importance of a forward-looking approach, early forecasting, and str...
#355: How Intentional Decision Making Took Mike Spack From a 75% Loss of Revenue to a 7-Figure EBITDA Exit
June 01, 2023 02:10 - 1 hour - 172 MB"What would you do if your revenue dropped 75%? Would you give up or pivot and double down? Today, we have an awesome conversation with Mike Spack, the founder of SPAC Solutions, a company renowned for its technologies aimed at reducing traffic congestion and fatalities. Despite growing SPAC Solutions into a multimillion-dollar global business, a 75% pandemic-induced revenue drop forced him to make challenging cuts, focusing on the company's most scalable aspects. In this episode, Mike and...
#354: M&A Integration: The Good, Bad and Ugly with Kison Patel
May 25, 2023 02:10 - 1 hour - 150 MBIn this episode, I dive into the weeds of M&A integration with Kison Patel, an experienced M&A advisor and CEO of M&A Science. Kison shares his extensive knowledge from a decade of experience in the M&A space, having been involved in over 40 deals worth more than $1.5 billion. In 2012, he started Deal Room, a project management software that aims to modernize the M&A process through technology. Kison highlights the Agile methodology used in M&A, which focuses on rapid execution and iteratio...
#353: How Strategic Planning Done Right Can Align Ownership & Leadership with Anthony Taylor of SME Consulting
May 18, 2023 02:10 - 1 hour - 143 MBEp.#5 [THEME NINE] In this podcast episode, I interview Anthony Taylor, an entrepreneur and founder of SME Strategy Consulting, who shares his expertise on the critical importance of strategic planning in achieving alignment between ownership and leadership. Drawing from his experience in entrepreneurship and insights from his book "I Wish I Knew," Anthony discusses how a well-designed, realistic strategic plan can serve as the foundation for aligning ownership and leadership objectives,...
#352: [SUCCESS STORY] How Servant Leadership Helped Charlie Merrill Take Kontek from Near Bankruptcy to a Valuable Company with $20 Million in Revenue and 40% Margins
May 11, 2023 02:10 - 1 hour - 204 MBEp. #4 [THEME NINE] Someone once told me that you could identify a true leader when their team would do anything to avoid disappointing them. There was no need for a heavy hand because there was a huge amount of respect and trust in the shared vision and team. I believe that statement to be true, and today I could see that quality in my guest. Today, I have Charlie Merrill and Billy Amberg joining me. Charlie is the CEO of Kontek, who turned a near-bankrupt company into a thrivin...
#351: [SUCCESS STORY] Keeping Ownership, Leadership, and Cultural Alignment Through 3 Rounds of Private Equity with Drew and Warner from BluSky
May 04, 2023 02:10 - 1 hour - 182 MBEp.#3 [THEME NINE] Would you marry someone after only going on a couple of dates with them? Of course not, you would spend plenty of time ensuring you are in alignment (hopefully) for a successful long-term relationship. So far, in this mini-series, we've been discussing how to achieve ownership and leadership alignment. In this episode, we're taking it a step further and breaking down how to achieve that alignment in the rarest of cases—through three rounds of Private Equity. In...
#350: What it Means to “Think Like an Owner”: Inside the Boardroom of a Privately Held Business with Brandon Henry
April 27, 2023 02:10 - 1 hour - 177 MBEp.#2 [THEME NINE] Are you thinking like an owner or an operator? Many entrepreneurs—even billionaires—can find it difficult to wear the "ownership" hat due to their involvement in operations, lack of knowledge about valuations, or because the boardroom doubles as the family kitchen table. In this episode, join us as we explore the art of thinking like an owner with our special guest, and dear friend of mine, Brandon Henry, Founder of Mosaic Advisors. With extensive experience in ...
#349: Achieving Ownership & Leadership Alignment [Part 1]: Operating Agreements, Partnerships, Long-Term Equity and Cash Flow Goals, Exit Strategies, Shotgun Clauses, and More.
April 20, 2023 02:10 - 1 hour - 199 MBEp. #1 [THEME NINE] It's super easy to get on the same page with your partner(s) and leadership team, right!? I don't think anyone argues how important it is to get ownership and leadership alignment. This topic is discussed a ton in entrepreneurial circles. EOS© / Traction even has their "same page meeting" baked into the system. However, if it is so important, and there are systems devoted to helping people achieve this alignment, why is it SO difficult to actually accomplish? In th...
#348: Breaking Through Limitations and Maximizing Business Value: Lessons from Linda Rose's Entrepreneurial Journey Starting and Selling Three Companies
April 13, 2023 02:10 - 1 hour - 163 MBHave you ever wondered how a business model impacts the scalability and valuation of a company? Throughout my personal entrepreneurial journey, I have run businesses in distribution, traditional professional services, technology-enabled services, and software. Each business model requires different operational models that impact every aspect of the business. How does a business model impact scalability and valuation? Today, I interviewed Linda Rose, an entrepreneur who had three ...
#347: Intentionally Living at the Intersection of Having Fun, Creating Wealth, and Making an Impact with Matt Paulson from MarketBeat
April 06, 2023 02:10 - 1 hour - 143 MBHow do you find purpose and ignite your curiosity after your financial needs are met? On today's show, I welcome Matt Paulson, founder of MarketBeat, small business investor, and passionate philanthropist in Sioux Falls, South Dakota. You might be wondering, "How can he be active in so many areas?" I am thrilled to share this interview with you because Matt has an inspiring message about fulfilling your purpose beyond your core business. He firmly believes in doing things for the rig...
#346: The Power of Pricing with Casey Brown from Boost Pricing
March 30, 2023 02:10 - 1 hour - 153 MBPricing on your mind? It sure seems like it's all anyone can talk about, from the local server to the CEO. Everyone is trying to figure out how inflation, supply chain issues, labor increases, and interest rates impact pricing today and where things are going to be in the future so they can plan their next move. Today I dive deep into the world of pricing strategies, value-based pricing, and price optimization with my guest, Casey Brown. Casey is the founder of Boost Pricing and has been...
#345: One Wild Ride: Lessons Learned from Buying 48 Businesses During the Pandemic with Jonathan Jay
March 23, 2023 02:10 - 1 hour - 171 MBGo big or go home, right!? That’s exactly what my guest today thought when the pandemic started and traditional business buyers disappeared from the scene of his industry and he had an opportunity to become the market maker. Today my guest is Jonathan Jay. Jonathan has been an entrepreneur since dropping out of university at age 19. Now 50 years old, he has built businesses in publishing, digital marketing, adult education and coaching, as well as preschool education and has sold each of...
#344: What are Corporate Divestitures, How Do They Work, and Why Do They Happen? with John Waller
March 16, 2023 02:10 - 54 minutes - 127 MBIf you have been listening to the show for a while now, you know we are constantly talking about how to view–and run–a business like a financial asset. Bigger corporations typically have this mentality baked into their day-to-day lives and are laser focused on growing their share prices, and the executives' goals are to drive that share price up. Sometimes the best way to drive up the long-term share price is to divest of a weak product line, floundering business unit, or underperformin...