Afleveringen
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Growing to 8 Figures with Josh Hatter
In this episode, we sit down with Josh, a real estate powerhouse who transformed a modest $30k 401k loan into a $10M+ empire through strategic short-term rental investments. With a background in business administration and an MBA from the Moore School of Business, Josh's journey from corporate America to building a $75M+ management portfolio is nothing short of inspiring. We'll dive into his strategic insights, the pivotal moment that led him to real estate, and his mission to empower aspiring investors to build their own legacy and wealth.
In this episode, you will learn the following:
Transition from corporate career to entrepreneurship in real estate and property management. Success in the short-term rental industry and achieving eight-figure revenue. Financial management systems, specifically Profit First and the Entrepreneurial Operating System (EOS). Data-driven decision-making and its role in business growth. Challenges faced during the COVID-19 pandemic and strategies for adaptation. The significance of mentorship and community support in business development. Establishing a nonprofit focused on mentorship in the short-term rental space. The impact of regulations on the short-term rental market. Strategies for maintaining cash flow and financial stability in business. The importance of continuous learning and adapting to market changes.Links:
Facebook: facebook.com/joshuaghatter
Twitter: twitter.com/joshuaghatter
Instagram: Instagram.com/hatterhat
LinkedIn: https://www.linkedin.com/in/joshuahatter/
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike MichalowiczSign up to be notified when the next cohort of the Profit First Experience Course is available!
Check out our website: http://profitcomesfirst.com/
Questions: [email protected]
Email: [email protected]
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst -
Creating a Profit Discipline with Chris Papin
In this episode, Chris Papin, Owner and Advisor at Papin CPA, joins us to share his expertise as a seasoned CPA, attorney and insurance producer. With a strong background in accounting and law, Chris offers invaluable advisory services to help businesses navigate complex financial and legal terrains, ensuring both growth and compliance. His innovative insights and client-centered approach make him a trusted guide for businesses aiming for a prosperous future.
In this episode, you will learn the following:
The importance of intentionality in business decisions, particularly in strategic planning and financial management. Insights from Chris Papin on assisting small business owners with complex financial and legal challenges. Common pitfalls in business entity selection and the significance of choosing the right business structure. Real-life examples of the financial repercussions of business decisions, such as the purchase of a luxury pickup truck and the necessity of clear goal-setting and profitability adjustments. Balance between flexibility and sacrifice in business ownership. Value of maintaining sufficient capital reserves for unexpected disruptions. Lessons from sports coaching that can be applied to business management, including understanding boundaries, motivation and effective communication. Critical aspects of managing business decisions and their consequences, with a focus on professional guidance and intentionality. How to prioritize profit over revenue for achieving ultimate life and business success.Links:
LinkedIn: https://www.linkedin.com/in/chrispapin/
Website: https://www.papincpa.com/
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike MichalowiczSign up to be notified when the next cohort of the Profit First Experience Course is available!
Check out our website: http://profitcomesfirst.com/
Questions: [email protected]
Email: [email protected]
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst -
Zijn er afleveringen die ontbreken?
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Using Profit First to Increase Business Value with Marty Fahncke
In this episode, we sit down with Marty M. Fahncke, a world-class marketer and seasoned expert in growing and scaling businesses. With over 30 years of experience, Marty has been instrumental in helping companies achieve over $1 billion in revenue. He also brings over two decades of expertise in Mergers and Acquisitions, having executed transactions worth more than $450 million. Marty shares insights from his vast experience in the business world, discussing the strategies behind scaling successful enterprises and navigating the complex landscape of M&A.
In this episode, you will learn the following:
Acquisition can quickly double or even quadruple your revenue compared to organic sales growth. Importance of having organized and accurate financial records for maximizing the value of a business. Using a standardized business operating system, such as EOS or Scaling Up, can make your business more efficient and easier to sell. Transitioning to a subscription-based revenue model can significantly enhance the value of a business, as recurring revenue is more stable and predictable. Implementing effective systems and processes in reducing owner dependency.Links:
https://www.westboundroad.com/
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike MichalowiczSign up to be notified when the next cohort of the Profit First Experience Course is available!
Check out our website: http://profitcomesfirst.com/
Questions: [email protected]
Email: [email protected]
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst -
Using AI to Market with Lori Highby
In this episode of the Profit Answer Man, Lori Highby, a podcast host, speaker, educator and founder of Keystone Click, a strategic digital marketing agency, shares her vast multi-industry knowledge and experience. Lori’s unique ability to identify and harness the potential within businesses, from Fortune 500 companies like ABB and Syngenta to micro-businesses, has enabled her to help them achieve their marketing goals through strategic, actionable moves.
Lori’s passion for teaching and learning is evident in her professional engagements, where she empowers and educates fellow life-long learners. Outside of her professional life, Lori enjoys playing hockey, brewing beer with her husband Andy, and embarking on long bike rides to test her limits.
In this episode, you will learn the following:
How to unlock customer insights and understand where your audience spends their time online. Identifying customer pain points and researching your competition for easy marketing opportunities. Insights into the Profit First system which simplifies financial management and improves cash flow. The transformative role of AI in marketing and its impact on workflows. Evolving landscape of SEO and the necessity of staying informed in a dynamic digital world. Significance of consumer research, brand awareness and effective use of social media in today’s marketing strategies. Various programs designed to boost business profitability, including DIY courses and personalized CFO services.Links:
LinkedIn: https://www.linkedin.com/in/lorihighby/
Keystone Click website: https://keystoneclick.com/
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike MichalowiczSign up to be notified when the next cohort of the Profit First Experience Course is available!
Check out our website: http://profitcomesfirst.com/
Questions: [email protected]
Email: [email protected]
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst -
Building a Financial Team with Tom Anderson
In this episode, we sit down with Tom, a seasoned business advisor with a career that spans over four decades. Starting in the 1980s at a Big Four international public accounting firm, Tom quickly rose through the ranks to establish his own firm, Anderson Business Advisory Services. His journey continued as he joined Tatum as a CFO Partner in Houston and later transitioned to O’Rourke Petroleum, where he excelled as CFO and eventually became President/COO.
Tom shares his belief that accounting is the language of business, emphasizing how mastering this language can significantly enhance understanding of a company's financial fundamentals. He also opens up about his passion for advising business owners and helping them achieve their visions. Tom's greatest strength lies in his ability to connect with people at all levels of an organization, making him an invaluable asset in any advisory role.
In this episode, you will learn the following:
Importance of understanding the specific financial needs of the business. Comparison to purchasing assets like trucks or machinery (starting at a fraction of capacity and growing to full capacity). Benefits of having an in-house financial role versus renting/outsourcing. Long-term asset suitability versus short-term rental compromises. Building confidence and reassurance with bankers through frequent updates. Proactively addressing potential banker concerns before they arise.Links:
ferguson-alliance.com
Ferguson Alliance - Family Business Consultants & Advisors | Houston (ferguson-alliance.com)
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike MichalowiczSign up to be notified when the next cohort of the Profit First Experience Course is available!
Check out our website: http://profitcomesfirst.com/
Questions: [email protected]
Email: [email protected]
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst -
Is Your Business Exit Ready with Pete Mohr
In this episode, we're thrilled to have Pete Mohr, an expert dedicated to helping business owners turn their frustrations into freedoms. With over 29 years of experience as a business owner, Pete has honed a range of frameworks designed to cut through the chaos and overwhelm of running a business.
Pete's focus is on helping leaders transition from being operators of their business to becoming true owners. Drawing from his extensive background in service and retail, he shares refined tips, tools, and techniques that enable business owners to implement turnkey solutions and achieve the freedom they deserve.
In this episode, you will learn the following:
Ensuring clarity in all aspects of your business, including processes, people, clients, culture, and financials. Prepare your business to be exit ready, enhancing operational efficiency and future planning, whether or not you plan to sell. Maintaining clean books and documented processes to improve business efficiency and appeal to potential buyers. Building a diversified client list, recurring revenue models, and a strong company culture to enhance business value and attractiveness. Implementing checklists and documented processes to streamline operations, boost efficiency, and prepare for potential sale. Engaging with your community to build a positive reputation and contribute positively as a business owner.Links:
Email: [email protected]
Linkedin: https://www.linkedin.com/in/petemohr/
Instagram: https://www.instagram.com/petesmohr/
Facebook: https://www.facebook.com/SimplifyingEntrepreneurship
Youtube: https://www.youtube.com/@simplifyingentrepreneurship
Website: https://simplifyingentrepreneurship.com/
Other Links if needed:
Twitter: https://twitter.com/SimplifyingE
Website for Shoetopia: https://www.shoetopia.ca/
Business Owner Breakthrough Podcast Links:
Apple: https://podcasts.apple.com/us/podcast/business-owner-breakthrough-podcast/id1567456933
Spotify: https://open.spotify.com/show/6Ptf6BD1wrGWRdf9dlnA9W
Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8xNzgwODg2LnJzcw==
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike MichalowiczSign up to be notified when the next cohort of the Profit First Experience Course is available!
Check out our website: http://profitcomesfirst.com/
Questions: [email protected]
Email: [email protected]
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst -
3 Profit Levers with Danielle Hendon
In this episode, we're excited to welcome Danielle Hendon, the founder and owner of 4 Corners CFO, a firm dedicated to providing financial advisory services tailored to the needs and budgets of small business owners. With a decade of experience in corporate finance and accounting, Danielle combines her expertise with a passion for helping people, bringing the benefits of "big business" financial analysis to entrepreneurs.
Join us as Danielle shares her journey from the corporate world to founding 4 Corners CFO, and how she now helps business owners increase their personal livelihoods, leave a legacy, and make a lasting impact on their communities. Tune in for valuable insights and practical strategies to elevate your business finances and achieve your entrepreneurial goals.
In this episode, you will learn the following:
Business owners must be willing to make changes to achieve growth. Understanding and mastering finances is crucial for business success. Utilizing systems like Profit First can help manage finances effectively. Increase profit by raising rates, understanding profit margins, and managing operating expenses effectively. A cash flow forecast is essential to predict and manage financial challenges. Build efficient systems, monitor balance sheets, and optimize cash flow for business success. Seek help from financial experts to improve profitability and financial management.Links:
Listeners can connect with Danielle and download a free resource by visiting the following link: https://4cornerscfo.com/profitanswerman
Website: https://4cornerscfo.com/
Facebook: https://www.facebook.com/4CornersCFO
Instagram: https://www.instagram.com/4cornerscfo/
LinkedIn: https://www.linkedin.com/in/danielle-hendon/
Link to Danielle's One Sheet: https://thepodwizegroup.com/danielle-hendonHi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike MichalowiczSign up to be notified when the next cohort of the Profit First Experience Course is available!
Check out our website: http://profitcomesfirst.com/
Questions: [email protected]
Email: [email protected]
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst -
Escaping the Owner Prison with Richard Walsh
In this episode, we welcome Richard Walsh, a seasoned entrepreneur with over 30 years of experience. As the best-selling author of "Escape the Owner Prison," Richard introduces a groundbreaking approach for contractors to scale their businesses, regain control, and fast-track growth while enjoying life. A multifaceted individual, Richard is also a speaker, podcast host, husband, father of six, US Marine, champion boxer, black belt, and internationally recognized steel sculptor.
Richard's unique expertise lies in blending strategic insights with tactical solutions. He delivers immediate problem-solving results while implementing long-term strategies for systemization and scalability. Throughout his entrepreneurial journey, Richard has mastered the art of time compression, sharing secrets and strategies that bring rapid and lasting results to the companies he collaborates with.
In this episode, you will learn the following:
Balancing immediate problem-solving with long-term strategic planning. Techniques for achieving rapid and lasting results in business. Tips on maintaining a healthy work-life balance while scaling a business. Insights into achieving rapid growth without sacrificing personal life. Identify and eliminate redundancies and inefficiencies within the business processes to streamline operations.Links:
LinkedIn: https://www.linkedin.com/in/richard-walsh-866ab237
Website: https://sharpenthespearcoaching.com/
Book: https://www.amazon.com/Escape-Owner-Prison-Contractors-control/dp/1089318901
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike MichalowiczSign up to be notified when the next cohort of the Profit First Experience Course is available!
Check out our website: http://profitcomesfirst.com/
Questions: [email protected]
Email: [email protected]
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst -
EOS + Profit First with Matt Foss
In this episode, we have Matt Foss, a former owner of two companies, CEO of a private equity-backed business, and a Division 1 football captain. With a diverse background in leadership and a deep understanding of the challenges in building successful ventures, Matt shares his journey of highs and lows, lessons learned, and the pivotal moments that shaped his approach to business and team management.
Matt believes there’s a better way to gain traction. As a natural implementer, he unites people around a clear vision, prioritizing group success over individual acclaim. Matt emphasizes the need for tough conversations, addressing personnel issues with skill and grace. Join Matt as he guides you through the hard work and encourages you to enter the danger zone, where the biggest gains happen.
In this episode, you will learn the following:
Fundamentals of the Entrepreneurial Operating System (EOS) and Profit First methodology, and how they can transform a business from a chaotic operation to a well-structured entity. The visionary-integrator relationship in business, where visionaries generate ideas and integrators turn those ideas into actionable plans, maintaining order and focus on valuable initiatives. Setting clear goals and measurable outcomes for employees, ensuring the right people are in the right seats. Impact of structured weekly meetings and scorecards on organizational success. Limitations of traditional accounting practices and the benefits of understanding money management and cash flow through the Profit First system. Compelling examples of businesses that have successfully implemented EOS and Profit First, underscoring the practical benefits of these systems in enhancing business value and operational efficiency. Benefits of EOS in driving business profitability and accountability, including the significance of addressing root causes rather than surface-level problems. Utility of tools like ChatGPT for refining business strategies.Links:
LinkedIn- https://www.linkedin.com/in/mattfoss37/
Website- https://www.eosworldwide.com/matt-foss
Contact info-
Email- [email protected]
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike MichalowiczSign up to be notified when the next cohort of the Profit First Experience Course is available!
Check out our website: http://profitcomesfirst.com/
Questions: [email protected]
Email: [email protected]
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst -
Driving Profit and Cash Flow with Colin Sanburg
In this episode, we sit down with Colin Sanburg, a serial entrepreneur and Founder of FinElevate. This fractional CFO firm helps business owners create data clarity and train their teams while increasing profitability and cash flow. As CEO and owner of manufacturing, distribution, and service businesses, he developed a passion for helping small business owners create better businesses and more freedom.
In this episode, you will learn the following:
Matching principle to align revenues and expenses accurately. Challenges of cash basis accounting for small businesses Having the entire team committed to the business's structured processes. The value of having an integrated dashboard or scorecard system like EOS. Simplified financial analysis through common size percentages.Links:
https://www.linkedin.com/in/colinsanburg/
https://www.facebook.com/the.finelevate/
https://www.instagram.com/the.finelevate/
https://www.linkedin.com/company/finelevate/about/
www.finelevate.com
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike MichalowiczSign up to be notified when the next cohort of the Profit First Experience Course is available!
Check out our website: http://profitcomesfirst.com/
Questions: [email protected]
Email: [email protected]
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst -
Learning Business from the Hiltons with Mark Miller
In this episode, we welcome Mark Miller, a seasoned expert in tax and wealth management for business owners. With over 30 years of experience in the tax and financial services industry, Mark has dedicated his career to helping clients grow and safeguard their wealth. He has successfully assisted hundreds of business owners, physicians, executives, and high-net-worth individuals in significantly reducing their taxes. Mark's expertise extends to enhancing and protecting business and retirement assets during both prosperous and challenging times, as well as preserving enduring family legacies.
In this episode, you will learn the following:
Sophisticated wealth strategies from managing the Hilton family office. Acknowledging the two to three-year milestone as vital for a business to start seeing profits. The role of passion in business and its necessity for commitment compared to typical employment. Adapting to changes in digital marketing, building referral systems, and customer relationship maintenance. The benefits of affordable and impactful postcard marketing as a physical service reminder. Investing in real estate and congruent businesses for marketing cost reduction and referral opportunity creation.Links:
Website: http://hiltonwealth.com
LinkedIn: https://www.linkedin.com/in/markmiller-hiltonfo/
Twitter: hiltonwealth
Facebook: https://www.facebook.com/HiltonWealth
YouTube: @hiltontaxwealthadvisors6590
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike MichalowiczSign up to be notified when the next cohort of the Profit First Experience Course is available!
Check out our website: http://profitcomesfirst.com/
Questions: [email protected]
Email: [email protected]
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst -
Stop Hunting, Start Farming for Clients with Kevin Tacher
In this episode, we feature Kevin Tacher, known as the "Title King™," Founder and CEO of Independence Title Inc. A best-selling author and national real estate speaker, Kevin has been featured on Fox News, NBC, and CBS. He has collaborated with the FBI, Florida's Attorney General, and other agencies to combat real estate fraud in Florida. Kevin is also deeply committed to philanthropy, supporting various non-profit organizations and contributing to causes such as poverty alleviation, child welfare, military family support, and disaster relief. Join us as Kevin shares his insights on real estate and community service.
To learn more about Kevin Tacher, the “Title King™,” and how you can receive a copy of his books, please visit: TitleRate.com, KevinTacher.com or call 954-335-9305.
In this episode, you will learn the following:
Strategies for financial stability, such as building cash reserves and debt elimination. The difference between business operators and owners and the value of systems and processes. Tips for effective real estate business approaches such as client 'farming.’ The benefits of joining the Entrepreneurs Organization (EO) for networking and growth. Understand the importance of mentorship and networking with successful individuals for business success.Links:
https://titlerate.com/
http://www.kevintacher.com/
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike MichalowiczSign up to be notified when the next cohort of the Profit First Experience Course is available!
Check out our website: http://profitcomesfirst.com/
Questions: [email protected]
Email: [email protected]
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst -
Work Outside Your Business with Daniel Truex
In this episode, we sit down with Dan, the dynamic CEO and co-founder of GuardLogic, a rapidly growing physical security company recognized twice on the Inc. 5000 list. Dan's career exemplifies dedication to vision, growth, and strong company culture. Beyond his executive role, Dan serves as the Company Commander for the 940th Military Police Company in the National Guard and a Lieutenant in the Lexington, KY Police Department, with roles as a Detective in the Crimes Against Children Unit and Sergeant in the Special Victims Unit.
We'll explore Dan's leadership approach, his experiences across corporate and military spheres, and his strategies for balancing these demanding roles. Plus, we'll delve into his passion for coaching others in defining and achieving their life vision.
In this episode, you will learn the following:
Belief in the critical importance of setting clear expectations to avoid damaging relationships. Comparison to personal relationships and the impact of unmet expectations on trust and reliability. Mutual accountability in maintaining healthy working relationships. Vision alignment helps in steering the partnership towards common long-term goals Caution against rushing into business relationships without proper understanding and alignment.Links:
LinkedIn: https://www.linkedin.com/in/daniel-truex-50871a13a/
Email: [email protected]
Website: www.trueXponential.com (this site will be active prior to the scheduled podcast. It is my coaching/blog platform)
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike MichalowiczSign up to be notified when the next cohort of the Profit First Experience Course is available!
Check out our website: http://profitcomesfirst.com/
Questions: [email protected]
Email: [email protected]
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst -
Lessons from a Serial Entrepreneur with Joel Primus
In this episode, we feature Joel Primus, an entrepreneur and the co-founder and creative visionary behind Naked Revival. Currently, Joel hosts The Ramble Podcast, where he has unbound and uncensored conversations about people, places, pursuits, and performances. He is the director and producer of multiple documentaries and docu-series including the award-winning Raising Global Citizens, Finding Nowhere, Colombia, and Revive, and the Author of Getting Naked - The Bare Necessities of Entrepreneurship and Startups. He shares his thoughts and adventures on the joelprimus.com blog.
Once an elite long-distance runner, he now enjoys daily training, meditation, and time with his family on their farm outside Vancouver.
In this episode, you will learn the following:
The importance of having sufficient money and cash resources for enduring and adapting to business challenges. Utilizing platforms like Kickstarter to pre-sell products can help mitigate financial risks for new businesses. Partnering with manufacturers to negotiate favorable terms can help maintain cash flow. Cash flow management strategy for enduring early-stage business challenges. Employing various strategies to adapt to market conditions and financial constraints.Social media, and links:
Official page: https://joelprimus.com/ https://www.nakedrevival.com/ Instagram: https://www.instagram.com/joel.primus/ https://www.instagram.com/nakedrevival/ Getting Naked - The Bare Necessities (Amazon) Raising Global Citizens DocumentaryHi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike MichalowiczSign up to be notified when the next cohort of the Profit First Experience Course is available!
Check out our website: http://profitcomesfirst.com/
Questions: [email protected]
Email: [email protected]
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst -
Driving Profitable Revenue with Kyle Mealy
In this episode, we have the pleasure of speaking with Kyle Mealy, a seasoned Fractional Chief Revenue Officer (CRO) who has been instrumental in helping entrepreneurs skyrocket their year-over-year profits by up to 10x. Over the course of his career, businesses leveraging his knowledge achieve an average of 35% year over year top-line revenue growth.
His speaking topics are practical lessons and methodologies extracted from helping entrepreneurial businesses and their leaders turn visions into reality.
In this episode, you will learn the following:
Understanding and calculating Return on All Sales and Marketing Spend (ROAS) for measuring the effectiveness of sales and marketing efforts Using permission-based content to attract customers who are genuinely interested in the products or services offered. Visibility of businesses into their expenses and income to make informed decisions and prevent cash flow crisis. Hire sales teams that align with company values, prioritizing passionate, mission-driven individuals over aggressive, commission-driven salespeople.Links:
https://www.readyforthenextlevel.com/
https://www.linkedin.com/in/kyle-mealy/
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike MichalowiczSign up to be notified when the next cohort of the Profit First Experience Course is available!
Check out our website: http://profitcomesfirst.com/
Questions: [email protected]
Email: [email protected]
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst -
Building a Profitable People Foundation with Carly Pepin
Carly Pepin is an International Speaker and Consultant with a specialized focus on human behavior. With a global reach, she delivers the message that regardless of one's background, occupation, or origin, every individual encounters personal and professional challenges stemming from their own perceived flaws. Carly emphasizes that the key to living a fulfilling life lies in how you utilize and transform these stories.
Having devoted her life to mastering the intricacies of human behavior, Carly empowers others to do the same. Through her expertise, she guides individuals in looking beyond the surface and delving into the core essence of their being. By uncovering and addressing the deeper issues that hinder personal growth, Carly enables her clients to design their lives with purpose rather than succumbing to a life dictated by duty.
In this episode, you will learn the following:
How aligning with an employee's values and life purpose enhances job satisfaction and performance. The impact of personal history on professional behavior and decision-making.
How effective delegation leads to a healthier, more motivated workplace.
Challenges faced by small business owners include efficient delegation, mindset adjustments during hiring, and continuous process refinement.Links:
https://www.carlypepin.com/
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Check out our website: http://profitcomesfirst.com/
Questions: [email protected]
Email: [email protected]
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst -
Profit First for Creatives with Christian Brim
In this episode, we are joined by Christian Brim, a passionate advocate for financial stability and growth, inspired by his childhood experience of his family's bankruptcy. This pivotal event shaped his determination to assist others in achieving financial success. Today, Christian leads CORE Group, a firm dedicated to supporting creative business owners in the fields of videography, cinematography, photography, influencer and content creation, and marketing agencies.
In this episode, you will learn the following:
The impact of personal financial challenges on career choices. Clear communication between business owners and accountants to make financial concepts more accessible. Creating leasing companies for tax benefits that can benefit a business's financial health. Understanding the concept of value pricing and focusing on gross margin. Purposeful business spending, aiming for clear ROI and aligning with growth and profitability.Links:
https://www.coregroupus.com/
christianbrim.com
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Check out our website: http://profitcomesfirst.com/
Questions: [email protected]
Email: [email protected]
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst -
Profit First For Professionals with Sarah Webb
In this episode of the Profit Answer Man, we are joined by Sarah Webb. She founded Webb CFO to provide accounting assistance and long-term financial planning guidance to licensed physicians and their private practice small businesses. Though Sarah and her team are happy to address the fundamental aspects of day-to-day accounting, such as cash flow management and budgeting, they take client financials a step further by adopting a strategic approach: leveraging numerical data for forecasting and planning, and offering a broader management-oriented perspective.
In this episode, you will learn the following:
Challenges the notion that higher revenue equals success, emphasizing the importance of profitability instead. Advanced financial strategies for owners of multiple businesses, including the need for a robust tax reserve. Utilization of high-yield sweep accounts and financial scorecards for better financial management and decision-making. The 'fraud triangle' and the importance of verification methods to protect assets. Financial vigilance and smart management practices to prevent fraud and maintain a healthy business.Links:
https://www.webbcfo.com/
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Check out our website: http://profitcomesfirst.com/
Questions: [email protected]
Email: [email protected]
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst -
Profit First in Healthcare with Daniel Tribby
In this episode of the Profit Answer Man, we have Daniel Tribby, a healthcare entrepreneur and the author of "Unf*cking Private Healthcare: The Playbook On Owning Your Dream Practice." Daniel shares actionable tips on how to revolutionize your medical practice or any business, focusing on profitability and patient care. With a background in regenerative medicine as co-owner of Regenerative Sports Spine and Spa in Orlando, Florida, Daniel achieved a seven-figure exit in 2023. Discover the secrets behind his success and learn how to turn clients or patients into raving fans.
In this episode, you will learn the following:
Financial agility and reserves empower business owners to make value-aligned decisions and seize opportunities. Strategies for effective delegation and the importance of hiring employees who share company values and comprehend expectations. Dangers of abdicating responsibility and the necessity of monitoring key performance indicators to maintain operational control. Focus on candidates who fit the company culture and the long-term vision for success. The need for regular thinking time for business owners to assess and manage their operations effectively.
Links:
https://www.danieltribbyofficial.com/
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Check out our website: http://profitcomesfirst.com/
Questions: [email protected]
Email: [email protected]
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst -
How Can I Turn This Into a Tax Deduction with Matthew Sercely
In this episode of the Profit Answer Man, we feature Matthew Sercely as he explores strategic tax planning to enhance business profitability and achieve long-term financial success without falling prey to aggressive tax strategies. Matthew Sercely is a lawyer who has dedicated his practice to helping people learn more about how to legally reduce their taxes and provide peace of mind that you aren't doing anything that will likely annoy the IRS. He lives in the North Dallas Area but has clients all over the country. When not messing with the government, he spends time with his 3 children or reads, weight lifts, or goes camping.
In this episode, you will learn the following:
How to effectively manage tax planning without compromising the profitability of a business. Decision-making process around choosing the right business structure, such as S Corps versus sole proprietorships, and how different structures impact taxes. Understanding depreciation recapture and how various tax rules affect the deductibility of expenses, such as meals and entertainment. How retirement accounts can be utilized for tax deductions while also securing future financial stability. Tactic of involving family in the business, not only as employees but also as strategic contributors to their own Roth IRAs. The importance of a long-term tax strategy is stressed over short-term gains that could be achieved through accelerated depreciation or aggressive tax planning.Links:
https://www.agoristtaxadvice.com/profitman
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Check out our website: http://profitcomesfirst.com/
Questions: [email protected]
Email: [email protected]
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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