Afleveringen

  • In this episode of Mastery Fractional CFO’s Punchy Podcast, Ryan Chenier, CEO and founder of Mastery Fractional CFO Services, speaks with Glenn Poulos, Executive Vice President of NWS, Business Coach, Author and more. Glenn shares his journey from a civil servant to a successful business owner and his transition to working with private equity.

    Summary

    Glenn discusses the challenges of moving from being an entrepreneur to a role within a larger organization, emphasizing the differences in speed and decision-making. Glenn expresses his passion for sales, highlighting the importance of customer interaction and the distinction between sales and marketing. He also shares insights from his award-winning book, 'Never Sit in the Lobby,' which offers practical tips for success in sales and business. In this conversation, Glenn Poulos shares insights on building business value, the importance of quality data, and the role of fractional CFOs in small businesses. He emphasizes the need for making lasting impressions in the workplace and offers advice on human resources challenges. The discussion also covers the differences between fractional and full-time CFOs, highlighting the benefits of having a fractional CFO for smaller companies.

    Key Takeaways

    The transition to private equity involves significant changes in decision-making. Sales is about being in front of customers and building relationships. Understanding the difference between sales and marketing is crucial. Glenn's book contains 57 tips for building a career in sales. Face-to-face interactions are vital in high-stakes sales. Automation and AI are changing the landscape of business. Focus on high-value activities to maximize success. Building value in a business is crucial for growth. Quality data can significantly impact business decisions. Fractional CFOs provide valuable insights at a lower cost. Understanding financial metrics is essential for business success. Investing in a fractional CFO can yield high returns.

    Enjoyed the episode? Be sure to share it with someone who might find it helpful and subscribe for more episodes of Mastery Fractional CFO’s Punchy Podcast!

    For more on Glenn Poulos, visit glennpoulos.com , or connect with him on LinkedIn here. For more information on Mastery Fractional CFO Services and how they can help you achieve your vision of success with executive-level strategic leadership, financial planning & analysis, on-going management accounting, and more, visit our website here. As well, here is a link to all Mastery's socials. Interested in being a guest? Reach out to us on our contact-us page here. If you'd like to see more information on how your business can improve its finances feel free to subscribe to our newsletter here. Its completely free and you can unsubscribe anytime.
  • In this episode of Mastery Fractional CFO’s Punchy Podcast, Ryan Chenier, CEO and founder of Mastery Fractional CFO Services, speaks with Hanny Mahari, founder and CEO of Hannymobile. Hanny shares his entrepreneurial journey, starting from his initial interest in the stock market to establishing a successful cell phone business.

    Summary

    He emphasizes the importance of networking, building relationships, and community impact through initiatives like Hanny's Lounge. The conversation also delves into the challenges of sourcing used phones, the wholesaling business model, and the significance of cash flow management for entrepreneurs. Hanny encourages young entrepreneurs to take action, find their purpose, and connect with like-minded individuals.

    Key Takeaways

    The pandemic was a catalyst for Hanny's entrepreneurial journey. Reading 'Rich Dad, Poor Dad' sparked a mindset shift for Hanny. Networking and building relationships are crucial in business. Hanny's Lounge promotes community and entrepreneurship. Wholesaling is a key business model for Hanny Mobile. Sourcing used phones can be challenging in a small market. Hanny aims to expand his business across Canada and beyond. Cash flow management is critical for small business success. Young entrepreneurs should take action and find their tribe.

    Enjoyed the episode? Be sure to share it with someone who might find it helpful and subscribe for more episodes of Mastery Fractional CFO’s Punchy Podcast!

    For more on Hannymobile, visit https://hannymobile.com/, or connect with Hanny on LinkedIn here. For more information on Mastery Fractional CFO Services and how they can help you achieve your vision of success with executive-level strategic leadership, financial planning & analysis, on-going management accounting, and more, visit our website here. As well, here is a link to all Mastery's socials. Interested in being a guest? Reach out to us on our contact-us page here. If you'd like to see more information on how your business can improve its finances feel free to subscribe to our newsletter here. Its completely free and you can unsubscribe anytime.
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  • In this episode of Mastery Fractional CFO’s Punchy Podcast, Ryan Chenier, CEO and founder of Mastery Fractional CFO Services, speaks with Purdeep Sangha, Business & Human Performance Researcher, Advisor & Strategist. Purdeep shares his unique approach to maximizing performance by blending neuroscience-backed human optimization with strategic business growth.

    Summary:

    Purdeep shares his journey from growing up in a family business to founding his own firm that focuses on both business growth and human performance. The conversation delves into the importance of understanding individual and team dynamics, the need for customized approaches to performance improvement, and the significance of employee wellbeing as a competitive advantage in today's business landscape. Purdeep emphasizes the necessity of ongoing engagement and the impact of organizational culture on performance, especially in the context of remote work. The episode concludes with insights on the Canadian economy and the potential for growth in the coming years.

    Key Takeaways:

    Human performance and business growth are interconnected. Organizations need to focus on both individual and team performance. Customized training programs yield better results than generic ones. Ongoing engagement is essential for sustained performance improvement. Investing in employee wellbeing can provide a competitive edge. Understanding the unique challenges of each organization is key. The Canadian economy shows signs of potential recovery. Enjoyed the episode? Be sure to share it with someone who might find it helpful and subscribe for more episodes of Mastery Fractional CFO’s Punchy Podcast! For more on Purdeep Sangha, visit https://purdeep.substack.com/, or connect with Purdeep on LinkedIn here. For more information on Mastery Fractional CFO Services and how they can help you achieve your vision of success with executive-level strategic leadership, financial planning & analysis, on-going management accounting, and more, visit our website here. As well, here is a link to all Mastery's socials. Interested in being a guest? Reach out to us on our contact-us page here. If you'd like to see more information on how your business can improve its finances feel free to subscribe to our newsletter here. Its completely free and you can unsubscribe anytime.
  • In this episode of Mastery Fractional CFO’s Punchy Podcast, Ryan Chenier, CEO and founder of Mastery Fractional CFO Services, speaks with Sarah Barnes-Humphrey, founder of the supply chain media brand Lets Talk Supply Chain and the Blended Podcast. Sarah shares her insights on content creation and her focus of promoting diversity and inclusion. In short, this episode involves the following: From Humble Beginnings to Industry Authority: Sarah Barnes-Humphrey shares how Let’s Talk Supply Chain grew from a small passion project into a leading media brand for supply chain insights. Focused on Value and Connection: With a dual audience of professionals and solution providers, Sarah’s platform bridges valuable insights and real industry connections. Consistency is Key: For Sarah, regularly delivering high-quality content has been the foundation of her brand’s success. Championing Diversity: Through her Blended Podcast and Blended Pledge, Sarah supports diverse voices in the industry, providing grants for underrepresented speakers on major stages.

    Key Takeaways:

    Consistency: Regular content keeps audiences engaged and loyal. Content: Crafting content with specific objectives, like brand awareness or lead generation, makes it more effective. Diversity: Sarah’s nonprofit supports diverse voices on industry stages, promoting authenticity. Marketing: Maintaining visibility, even when competitors cut back, gives a strategic edge. Enjoyed the episode? Be sure to share it with someone who might find it helpful and subscribe for more episodes of Mastery Fractional CFO’s Punchy Podcast! For more on Lets Talk Supply Chain, visit letstalksupplychain.com, or connect with Sarah on LinkedIn here. For more information on Mastery Fractional CFO Services and how they can help you achieve your vision of success with executive-level strategic leadership, financial planning & analysis, on-going management accounting, and more, visit our website here. As well, here is a link to all Mastery's socials. Interested in being a guest? Reach out to us on our contact-us page here. If you'd like to see more information on how your business can improve its finances feel free to subscribe to our newsletter here. Its completely free and you can unsubscribe anytime.
  • In this episode of Mastery Fractional CFO’s Punchy Podcast, Ryan Chenier, CEO and founder of Mastery Fractional CFO Services, sits down with Loren Remillard, President and CEO of the Winnipeg Chamber of Commerce. Together, they explore: Challenges facing small and medium-sized businesses (or SMBs) in Winnipeg today, from cash flow issues to finding time for strategic growth. The value of chambers of commerce in helping businesses connect, save, and grow through advocacy, networking, and access to resources. Loren’s personal journey, inspired by his family's small business, and his commitment to helping local businesses thrive. A thought-provoking question from Loren: When should a business consider a fractional CFO, and what are the benefits? Ryan shares insights on how fractional CFO services can support businesses by aligning operations, finance, and strategic goals to maximize growth and efficiency.

    Key Takeaways:

    Chambers of commerce play a critical role in helping businesses access resources, form connections, and influence policy. Many SMBs struggle to find time for strategic planning, often caught up in day-to-day operations. Fractional CFOs provide essential executive-level financial support for companies that may not have the budget for a full-time CFO. Businesses should always ask themselves, “Am I focusing on growth or just maintaining my current lifestyle?”—a challenge Loren encourages. Enjoyed the episode? Be sure to share it with someone who might find it helpful and subscribe for more episodes of Mastery Fractional CFO’s Punchy Podcast! For more on the Winnipeg Chamber of Commerce, visit www.winnipeg-chamber.com, or connect with Loren on LinkedIn here. For more information on Mastery Fractional CFO Services and how they can help you achieve your vision of success with executive-level strategic leadership, financial planning & analysis, on-going management accounting, and more, visit our website here. As well, here is a link to all Mastery's socials. Interested in being a guest? Reach out to us on our contact-us page here. If you'd like to see more information on how your business can improve its finances feel free to subscribe to our newsletter here. Its completely free and you can unsubscribe anytime.
  • In this episode of Mastery Fractional CFO’s Punchy Podcast, Ryan Chenier, CEO and founder of Mastery and James Kennedy, CEO and co-founder of ProcurementExpress.com, dive into: How Procurement Express helps small and medium-sized businesses (SMBs) operationalize budgets by connecting day-to-day spending decisions with long-term financial goals. The importance of founder-customer fit in ensuring business success. How Procurement Express serves as a cost-effective alternative to large ERP systems for small businesses. The fascinating origin story of Procurement Express, inspired by the needs of organizations like UNICEF. A thought-provoking question from James: Is it still possible to build a generational business today? Ryan shares his thoughts on building lasting businesses in a fast-changing world and how flexibility, digital tools, and a focus on adding value can help sustain a legacy business. Key Takeaways: Procurement Express simplifies the procurement process and helps businesses control spending without the hefty cost of ERP systems. Operationalizing budgets means turning financial plans into actionable steps within a business. SMBs need solutions that fit their budget while still offering the controls necessary for financial discipline. Listening to customers and evolving products based on their needs is critical for long-term success. In today’s fast-paced business world, it is possible to build a generational business, but it requires adaptability and a focus on adding value. Enjoyed the episode? Be sure to share it with someone who might find it helpful and subscribe for more episodes of Mastery Fractional CFO’s Punchy Podcast! Visit https://www.procurementexpress.com for more information on ProcurementExpress.com, as well click here for getting in touch with James. For more information on Mastery Fractional CFO Services and how they can help you achieve your vision of success with executive-level strategic leadership, financial planning & analysis, on-going management accounting, and more, visit: https://www.masteryfcfo.com/. As well, here is a link to all Mastery's socials. Interested in being a guest? Reach out to us on our contact-us page here. If you'd like to see more information on how your business can improve its finances feel free to subscribe to our newsletter here. Its completely free and you can unsubscribe anytime.

  • Welcome to another episode of Mastery Fractional CFO's Punchy Podcast, where we dive into the journeys of diverse business owners and explore the challenges and triumphs of their enterprises. In this episode, we were joined by Randall Craig, CEO of Braintrust Professional Institute, a business growth advisor, marketing strategist, and thought leader. Visit https://www.braintrustprofessionalinstitute.com/ for more information on Braintrust Professional Institute, as well as linkedin.com/in/randallcraig for getting in touch with Randall. As well, visit https://www.masteryfcfo.com/ for more information on Mastery Fractional CFO Services and what they can do for your business. We've also included a link to all of our socials here! Want to join Mastery on the podcast? Get in contact with us here!

    If you'd be interested in receiving more information on how your business can improve its finances feel free to subscribe to our newsletter here!

    Episode Summary

    In this episode of Mastery Fractional CFO's Punchy Podcast, Ryan speaks with Randall Craig, a business growth advisor and CEO of Braintrust Professional Institute. They discuss the importance of understanding one's ideal client profile, the need for organizational alignment, and strategies for kickstarting growth in businesses. Ryan shares insights on the role of a fractional CFO, navigating economic challenges, and the significance of frameworks like the trust curve in driving business success. The conversation emphasizes the value of expert guidance and robust dialogue in achieving business goals.

    Takeaways

    The Braintrust Professional Institute helps leaders scale their businesses. Alignment within an organization is crucial for effective decision-making. The ideal client profile is essential for targeted business growth. Frameworks like the trust curve can guide marketing strategies. Economic challenges require innovative thinking and collaboration. A fractional CFO can provide valuable insights and support for growth. Continuous improvement is key to sustaining business success. Expert guidance can help businesses navigate complex challenges.
  • Welcome to another episode of Mastery Fractional CFO's Punchy Podcast, where we dive into the journeys of diverse business owners and explore the challenges and triumphs of their enterprises. In this episode, we were joined by Jennifer Bauldic, Owner of Jetstream Administration Inc., who shared the unique approach her company takes to improve business's pricing and profits. Visit jetstreamadmin.com for more information on Jetstream Administration Inc., as well as linkedin.com/in/jenniferbauldic for getting in touch with Jennifer. As well, visit https://www.masteryfcfo.com/ for more information on Mastery Fractional CFO Services and what they can do for your business. We've also included a link to all of our socials here!

    If you'd be interested in receiving more information on how your business can improve its finances feel free to subscribe to our newsletter here!

    Episode Summary

    Jennifer Bauldic, owner of Jetstream Administration, Inc., discusses her business and how she helps bookkeepers and accountants improve their businesses. She emphasizes the importance of running a business efficiently and offers guidance and support to those feeling isolated or stuck in their business. Ryan Chenier, CEO of Mastery Fractional CFO Services, explains the role of a fractional CFO and how they collaborate with bookkeepers and tax accountants to provide financial planning and analysis for businesses. He highlights the value of leveraging the expertise of a fractional CFO to help businesses grow.

    Key Takeaways

    Jetstream Administration helps bookkeepers and accountants improve their businesses and run them more efficiently. A fractional CFO provides financial planning and analysis for businesses, collaborating with bookkeepers and tax accountants. Leveraging the expertise of a fractional CFO can help businesses grow and make better financial decisions. It's important for business owners to take time to evaluate and strengthen their business to achieve success.
  • Welcome to another episode of Mastery Fractional CFO's Punchy Podcast, where we dive into the journeys of diverse business owners and explore the challenges and triumphs of their enterprises. In this episode, we were joined by John McClymont, Principal and Founder of Operational Innovations, who shared the unique approach his company takes as a partnered coach for innovative logistics and operations management. Visit https://johnmcclymont.me/ for more information on John McClymont, as well as linkedin.com/in/john-mcclymont for getting in touch with John. As well, visit https://www.masterycfo.com/ for more information on Mastery Fractional CFO Services and what they can do for your business. We've also included a link to all of our socials here!

    If you'd be interested in receiving more information on how your business can improve its finances feel free to subscribe to our newsletter here!

    Episode Summary

    John McClymont, principal of Operational Innovations, discusses his expertise in operations and logistics and how he helps businesses improve their efficiency and profitability. He emphasizes the importance of understanding the current state of operations and identifying areas for improvement. John explains his process of mapping out processes, identifying pain points, and implementing changes to optimize flow and performance. Ryan, the host, highlights the financial impact of operational efficiency and the value of collaboration between operations, finance, and sales. They discuss the benefits of working with fractional professionals like John to achieve better financial results at a fraction of the cost of hiring full-time employees.

    Key Takeaways

    Understanding the current state of operations is crucial for identifying areas of improvement. Mapping out processes and identifying pain points can help optimize flow and performance. Operational efficiency has a significant financial impact and can drive better profitability. Collaboration between operations, finance, and sales is essential for achieving optimal financial results. Working with fractional professionals can provide executive-level expertise at a more affordable cost.
  • Welcome to another episode of Mastery Fractional CFO's Punchy Podcast, where we dive into the journeys of diverse business owners and explore the challenges and triumphs of their enterprises. In this episode, we were joined by Christos Lekkas, GM and co-owner of C&L Electric, who shared the unique approach his company takes as one of Manitoba's Power solutions specialists. Visit https://www.cotelekkaselectric.com/ for more information on C&L Electric, as well as linkedin.com/in/christos-lekkas-04200a311 for getting in touch with Christos. As well, visit https://www.masteryfcfo.com/ for more information on Mastery Fractional CFO Services and what they can do for your business. We've also included a link to all of our socials here!

    If you'd be interested in receiving more information on how your business can improve its finances feel free to subscribe to our newsletter here!

    Episode Summary

    In this episode, Ryan Chenier interviews Christos Lekkas, the GM and co-owner of C&L Electric, an electrical contracting business. They discuss how C&L Electric focuses on facility service and management, providing a full infrastructure profile and offering preventative maintenance. Christos shares that they excel in solving challenging electrical issues that other companies couldn't solve. They also talk about the importance of leadership structure and outsourcing certain aspects of the business. Ryan provides insights on cash flow management and the impact it has on businesses. The episode concludes with Christos sharing how to contact C&L Electric.

    Key Takeaways

    C&L Electric specializes in facility service and management, providing a full infrastructure profile and offering preventative maintenance. They excel in solving challenging electrical issues that other companies couldn't solve. Having a good leadership structure and outsourcing certain aspects of the business are crucial for success. Cash flow management is essential for businesses, and understanding the difference between profit and cash flow is key. C&L Electric can be contacted through their website for quotes, estimates, or discussions about how they can help.
  • Welcome to another episode of Mastery Fractional CFO's Punchy Podcast, where we dive into the journeys of diverse business owners and explore the challenges and triumphs of their enterprises. In this episode, we were joined by David Peters, founder and CEO of ConstructionClock, who shared his story and the interesting approach he takes as the owner of a time-tracking app developer for the construction industry, supporting clients through his revolutionary app that automates all time tracking processes requried in the industry. Visit https://constructionclock.com/ for more information on David's Company, ConstructionClock, as well as https://www.linkedin.com/in/davidfpeters/ for getting in touch with David. As well, visit https://www.masteryfcfo.com/ for more information on Mastery Fractional CFO Services and what they can do for your business. We've also included a link to all of our socials here: https://linktr.ee/masteryfcfo

    Episode Summary

    David Peters, founder and CEO of Construction Clock, discusses his time tracking app for contractors and the benefits it provides. The app allows contractors to track their time on job sites automatically, eliminating the need for manual clocking in and out. It also tracks travel time and allocates time to specific projects. Construction Clock currently serves over 550 companies worldwide, primarily in English-speaking countries but expanding into other industries as well. David envisions scaling the company to have thousands of companies on the platform and deep integrations with accounting and ERP systems.

    Key Takeaways

    Construction Clock is a time tracking app for contractors that eliminates the need for manual clocking in and out on job sites. The app tracks travel time and allocates time to specific projects, providing accurate project costing and real-time reporting. A fractional CFO can provide valuable financial planning and analysis for small to mid-sized businesses, helping them make informed decisions and optimize profitability.
  • Welcome to another episode of Mastery Fractional CFO's Punchy Podcast, where we dive into the journeys of diverse business owners and explore the challenges and triumphs of their enterprises. In this episode, we were joined by Steve Wittal, President of Navisant, who shared his journey and the unique approach he takes as a fractional sales leader and strategy advisor, supporting clients through three core services: fractional sales leadership, business strategy and business transitioning. Visit linkedin.com/in/stevewittal for more information on Steve and his company Navisant. As well, visit https://www.masteryfcfo.com/ for more information on Mastery Fractional CFO Services and what they can do for your business.

    Episode Summary

    Steve Wittal is a fractional sales leader and sales coach who helps small to mid-market companies build a path to more sales. He specializes in providing advisory services and coaching to sales leaders and business owners in the startup and scaling up phases. Steve's expertise lies in creating repeatable, transparent growth and helping businesses overcome challenges in sales leadership and team management. He emphasizes the importance of leadership and alignment in achieving profitability and reducing friction in a business. To get in touch with Steve, LinkedIn is the best way to reach him.

    Key Takeaways

    Steve Wittal helps small to mid-market companies build a path to more sales by providing advisory services and coaching. He specializes in assisting sales leaders and business owners in the startup and scaling up phases. Steve emphasizes the importance of leadership and alignment in achieving profitability and reducing friction in a business. LinkedIn is the best way to reach out to Steve.
  • Welcome to another episode of Mastery Fractional CFO's Punchy Podcast, where we dive into the journeys of diverse business owners and explore the challenges and triumphs of their enterprises. In this episode, we were joined by Troy & Tyler Eggie, founders of String Bean Comics, who shared their journey and the unique approach their company takes as a Comic Collective that buys and sells comics to support their habit and enjoy the hobby so many of us have. Visit https://www.instagram.com/stringbeancomics204/ or https://www.facebook.com/stringbeancomics/ for more information on String Bean Comics for upcoming events they will be hosting. As well, visit https://www.masteryfcfo.com/ for more information on Mastery Fractional CFO Services and what they can do for your business.

    Episode Summary

    Troy and Tyler Eggie, co-owner and team member of A&H Plumbing Inc. and founders of String Bean Comics, discuss their comic book collective and how they buy and sell comic book collections. They emphasize the importance of grassroots support and building a good rapport with the community. They promote their business through online platforms, Comic-Cons, and other comic book events. They explain the process of organizing and selling comic book collections, including identifying valuable books and setting them aside for individual sale. They also mention their expansion beyond Winnipeg to other areas in Manitoba. Finally, they express their appreciation for the services provided by a fractional CFO and inquire about how a CFO can help their comic book business.

    Key Takeaways

    String Bean Comics is a comic book business that buys and sells comic book collections. They promote their business through online platforms, Comic-Cons, and other comic book events. They organize and sell comic book collections, setting aside valuable books for individual sale. They have expanded their business beyond Winnipeg to other areas in Manitoba.
    They appreciate the services provided by a fractional CFO and inquire about how a CFO can help their comic book business.
  • Welcome to another episode of Mastery Fractional CFO's Punchy Podcast, where we dive into the journeys of diverse business owners and explore the challenges and triumphs of their enterprises. In this episode, we were joined by Mitch Beaudry, Owner of MB Massage Therapy, who shared his insights as a owner of a massage therapy company that focuses on promoting the health and wellbeing in client care. Visit mbmassagetherapy.janeapp.com for more information on MB Massage Therapy and what they can do for your health. As well, visit https://www.masteryfcfo.com/ for more information on Mastery Fractional CFO Services and what they can do for your business.

    Episode Summary

    In this podcast episode, Ryan interviews Mitch Beaudry from MB Massage Therapy. Mitch shares his vision for the future of his business, which includes developing functional healthcare clinics and conducting economic studies to measure the impact of his services on the community. Mitch explains how he helps people solve various problems, such as joint range of motion, quality of life, balance, sleep, and mental health. Ryan, a client of Mitch's, highlights the importance of massage therapy beyond relaxation. Mitch then asks Ryan about the role of a fractional CFO in helping businesses achieve their long-term goals.

    Key Takeaways

    Mitch is building functional healthcare clinics that combine manual therapy with psychology and nutritional therapy. Massage therapy can help improve joint range of motion, quality of life, balance, sleep, and mental health. A fractional CFO can help businesses achieve their long-term goals by providing financial guidance and designing a business that supports the owner's personal goals. Working with a fractional CFO can save time and leverage expertise to accelerate business growth and success.
  • Welcome to another episode of Mastery Fractional CFO's Punchy Podcast, where we dive into the journeys of diverse business owners and explore the challenges and triumphs of their enterprises. In this episode, we were joined by Dave Bunce, Director of Partnerships at interVal, who shared his journey from public accounting to running a successful marketing agency, which scaled rapidly through technology. This experience paved the way for his current role at interVal, where he combines his accounting expertise with technology to help professional advisors and business owners. Connect with Dave Bunce on LinkedIn here: Dave Bunce. As well, visit inter-val.ai for more information on interVal and what they can do for your business. Feel free to visit https://www.masteryfcfo.com/ for more information on Mastery Fractional CFO Services and what they can do for your business. Episode Summary Dave Bunce, Director of Partnerships at interVal, discusses how interVal helps professional advisors and business owners measure business valuation and financial health. The software provides automated insights and tools to guide business owners in wealth creation and succession planning. Dave also mentions the importance of using technology to grow professional service firms and the role of artificial intelligence in predicting valuation outcomes. Ryan, the host, highlights how interVal has helped his own business and clients gain a different perspective on success and business valuation. The conversation concludes with Dave providing contact information for those interested in doing business with interVal.

    Key Takeaways

    interVal helps professional advisors and business owners measure business valuation and financial health. The software provides automated insights and tools for wealth creation and succession planning. Technology, including artificial intelligence, plays a crucial role in growing professional service firms and predicting valuation outcomes. Business owners need to be open to learning and implementing new strategies to overcome barriers to growth.

  • Welcome to another episode of Mastery Fractional CFO's Punchy Podcast, where we dive into the journeys of diverse business owners and explore the challenges and triumphs of their enterprises. In this episode, we were joined by Jonathan Ames, founder of Jonathan Ames Vancouver Real Estate and partner at Lightwell Developments, who shared his journey and the unique approach he takes as a realtor and partner in a real estate development company. Visit https://jonathanames.ca/ for more information on Jonathan Ames Vancouver Real Estate. As well, visit https://www.lightwelldevelopments.com/ for more information on Lightwell Developments and what they can do for you. Feel free to visit https://www.masteryfcfo.com/ for more information on Mastery Fractional CFO Services and what they can do for your business. Episode Summary Jonathan Ames, a real estate developer, shares insights into real estate development, land use policy, and financial strategies. He discusses Lightwell Developments and offers valuable advice for investors and property owners. The conversation also covers the luxury real estate market and the impact of interest rates on property sales. Key Takeaways Insights into real estate development and land use policy Valuable advice for investors and property owners Impact of interest rates on the luxury real estate market

  • Welcome to another episode of Mastery Fractional CFO's Punchy Podcast, where we dive into the journeys of diverse business owners and explore the challenges and triumphs of their enterprises. In this episode, we were joined by Lionel Johnston, founder of Farmers Marketing, who shared his journey and the unique approach his company takes as a fractional CMO (chief marketing officer) to help businesses grow. Visit https://farmersmarketing.ca/ for more information on Farmers Marketing and what they can do for your business. As well, visit https://www.masteryfcfo.com/ for more information on Mastery Fractional CFO Services and what they can do for your business. Episode Summary Lionel Johnson, the founder of Farmers Marketing, discusses the challenges faced by small business owners in sales and marketing. He emphasizes the importance of providing tailored solutions and being a partner to clients. Ryan, the host, also provides insights on the importance of timely financial data for informed decision-making. The conversation highlights the need for efficient systems and processes in both marketing and financial management. Key Takeaways Small business owners often struggle with knowing which sales and marketing activities are important for their business. Tailored solutions and a partnership approach can help business owners navigate the complexities of sales and marketing. Timely financial data is crucial for making informed business decisions. Efficient systems and processes are essential for both marketing and financial management.