My CPA Told Me I Didn't Qualify: A Business Owner's Case Study in Found Money
Kevin Graham is the Owner and President of Suncoast One Title & Closings, a locally owned independent title agency providing title insurance and real estate closing services across Southwest Florida. He leads the company's multi-office team, focusing on customer service, referral relationships, and…
No Experience, No Problem: How David Katz Built a Two-Time Inc. 5000 HVAC Company from Zero
David Katz is the Co-founder and CEO of TRIO Heating, Air & Plumbing, a home-services company serving the Greater San Francisco Bay Area with HVAC, plumbing, insulation, and indoor air-quality solutions. A home-services entrepreneur with experience in sales, operations, and business growth, he over…
The Gap That Buries Projects: Visibility, Documentation, and the Moments Between Milestones
Jeremiah Jenkins is the Founder of Dronify Solutions, a drone services company helping construction teams improve site visibility, documentation, and decision-making. He uses aerial imaging, mapping, and LiDAR technology to capture project conditions, track progress, and create usable data for buil…
Profitable but Broke: Joey Albertson on the Cash Flow Confusion Costing Owners Sleep
Joey Albertson is the Founder and CEO of The Profitability Project and Bookflow, firms that help small businesses strengthen financial performance and CPA firms streamline back-office operations. With more than a decade in finance, she helps owners improve cash flow, margins, pricing, financial sys…
It's Not an Operations Problem — It's a Valuation Problem: The Hidden Cost of Manual Processes
Dennis Jackson is the Managing Partner at WorX Solutions, a company that helps small and midsize businesses simplify operations through automation, digital transformation, and tailored software. Drawing on a background in accounting and operations, Dennis identifies hidden inefficiencies, connects …
How Owners Cut Employer Health Costs Without Cutting Benefits — and Why It Raises Exit Value
Tom Quigley is the Co-founder of ClaimLinx, a benefits consulting firm, insurance agency, and claims administrator that helps businesses lower healthcare costs and improve employee benefits. With more than 30 years in insurance, Tom helps employers rethink health plans, identify savings opportuniti…
It's Not a Loophole, It's Just Sequence: The Charitable Giving Blind Spot Costing Owners Six Figures
Phoenix Hafen is the Director of Advisor Solutions at UI Charitable, a philanthropic organization that helps high-net-worth individuals and families structure tax-efficient, effective charitable giving. Working with advisors, donors, and institutions, he focuses on flexible donor-advised funds, com…
More Sales, Less Cash: Why Growing Companies Run Out of Money
Karl Maier is the Founder and Fractional CFO at Abunden, a financial advisory firm helping lower-middle-market B2B companies strengthen cash flow, profitability, and sustainable growth. With more than 35 years of finance experience, Karl guides owners through turnarounds, acquisitions, partner buyo…
The Policy You Bought vs. The Protection You Assumed — Why Owners Find Out Too Late
Paul Riemer is the President of Riemer Insurance Group, a family-owned agency providing commercial, personal, and employee benefits insurance nationwide. With extensive experience in underwriting, brokerage, and risk management, he helps businesses identify coverage gaps and protect their assets. A…
Confused Buyers Don't Buy: Why Your Messaging Costs You Sales With Tracey Watts Cirino
Tracey Watts Cirino is the Founder and CEO of Beyond Common Coaching & Training, a company that helps entrepreneurs clarify their messaging, attract clients, and grow profitable businesses. As a business growth strategist and five-time #1 international best-selling author, she guides coaches, autho…
موتور جستجوی پادکست
می توانید از وب سایت ما برای جستجوی پادکست های3,829,965و قسمت های196,565,455بر اساس افراد، مکان ها یا موضوعات استفاده کنید.
I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
ویرایش
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