The Shatterproof Entrepreneur with Scott Reib In this episode of The Profit Answer Man, Rocky Lalvani dives into the critical topic of protecting and growing your business with Scott Reib, known as "America's Legal Coach." With over two decades of experience in helping business owners secure their ventures, Scott shares strategies that are foundational for sustainable business growth and resilience. As a Zig Ziglar Legacy Certified Trainer and a thought leader in the legal field, Scott introduce...
Dec 03, 2024•37 min•Ep. 245
Making the Business of Home Building Profitable with Jose Berlanga In this episode of The Profit Answer Man, we have a fantastic guest, José Berlanga, a seasoned real estate entrepreneur who has successfully ventured into land development, residential construction, and investment properties. José shares his incredible journey from a reluctant start in real estate to becoming deeply involved in an industry that shaped his career over several decades. He dives deep into the nature of the real esta...
Nov 26, 2024•45 min•Ep. 244
Cash Is King with Peter W. Kingma In this episode of The Profit Answer Man, we sit down with Peter W. Kingma, author of CASH IS KING and leader of Ernst & Young LLP’s working capital practice in the Americas. With over 30 years of experience advising global companies on all things cash management, Peter joins us to discuss why cash flow is the true backbone of business success and how business owners can shift their focus from profit-and-loss statements to developing a “cash culture.” Peter ...
Nov 19, 2024•43 min•Ep. 243
Getting PR for Pennies with Mickie Kennedy In today’s episode of The Profit Answer Man, we are joined by Mickie Kennedy, the founder of eReleases. Mickie brings over 25 years of experience helping small businesses and entrepreneurs increase their visibility and gain access to national media outlets through affordable press release services. From creative writing to mastering the art of the press release, Mickie shares how his journey led him to become an expert in public relations and how busine...
Nov 12, 2024•35 min•Ep. 242
Creating an Efficient Profit Monitoring System with Jason Kruger In today's episode of the Profit Answer Man, we are thrilled to have Jason Kruger, the founder and CEO of Signature Analytics, join us. With over 20 years of experience in accounting and business advisory, Jason shares valuable insights into how outsourced accounting and CFO advisory services can help business owners optimize profitability, improve financial processes, and make smarter decisions. In this episode, you will learn: Wh...
Nov 05, 2024•41 min•Ep. 241
Buying VS Starting A Small Business with David Barnett In this episode of The Profit Answer Man, David C. Barnett, a seasoned expert in buying and selling small businesses shares his insights into the world of business acquisition versus starting a new business. We dive into what makes a business "sell-ready" and explore how preparing your business for sale can improve not only its value but also its profitability and enjoyment. If you're considering growth, David offers invaluable advice on lev...
Oct 29, 2024•41 min•Ep. 240
The 7 Financial Questions You Need to Answer with Richard Bond Welcome to another insightful episode of The Profit Answer Man! Today, we are joined by Richard Bond, founder of Bond & Company, a boutique financial recruiting firm specializing in treasury finance and pricing. With over 35 years of experience, Richard has worked with major corporations and small businesses alike, offering invaluable insights into the challenges and strategies around recruiting the right financial talent. In thi...
Oct 22, 2024•34 min•Ep. 239
How to Build a SmoothScaling™ Business So You Can Maximize Life Profit™ with Brad Martineau In today's episode of The Profit Answer Man, we’re joined by Brad Martineau, the CEO of SixthDivision and Co-Founder of PlusThis, who shares his incredible journey and insights into how entrepreneurs can successfully scale their businesses without sacrificing their lives in the process. With over 70,000 hours spent in the trenches working with businesses at every stage, Brad has refined a step-by-step pro...
Oct 15, 2024•48 min•Ep. 238
Breakout Valuation with Patrick Donohue In this episode, we dive into the remarkable journey of Patrick E. Donohue, an entrepreneur and valuation expert, embarked on his financial journey with a lemonade stand at age four and invested in Coca-Cola shares by age ten. Equipped with a Chartered Financial Analyst (CFA) designation, Patrick has emerged as a reliable investor, adept stock analyst, and valuable advisor to various entrepreneurial endeavors. As the visionary founder of Hill Capital Corpo...
Oct 08, 2024•39 min•Ep. 237
The Profit-First Approach to Business Scaling with Gary Wilbers In this episode, we sit down with Gary Wilbers, the founder of The Ascend Mastermind and a seasoned entrepreneur with over 30 years of experience. Gary’s passion lies in helping small business owners find success, balance, and significance through his peer advisory groups. He’s been featured in over 200 podcasts, authored best-selling books, and hosts The Small Business Answer Man podcast. Beyond his professional achievements, Gary ...
Oct 01, 2024•35 min•Ep. 236
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,...
Sep 24, 2024•38 min•Ep. 235
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 prosperou...
Sep 17, 2024•40 min•Ep. 234
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...
Sep 10, 2024•36 min•Ep. 233
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...
Sep 03, 2024•37 min•Ep. 232
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/...
Aug 27, 2024•37 min•Ep. 231
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...
Aug 20, 2024•40 min•Ep. 230
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 journe...
Aug 13, 2024•36 min•Ep. 229
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...
Aug 06, 2024•40 min•Ep. 228
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 natur...
Jul 30, 2024•40 min•Ep. 227
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:...
Jul 23, 2024•38 min•Ep. 226
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 ...
Jul 16, 2024•40 min•Ep. 225
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 c...
Jul 09, 2024•40 min•Ep. 224
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 Detecti...
Jul 02, 2024•42 min•Ep. 223
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 ...
Jun 25, 2024•42 min•Ep. 222
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 busi...
Jun 18, 2024•39 min•Ep. 221
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 li...
Jun 11, 2024•42 min•Ep. 220
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 ...
Jun 04, 2024•39 min•Ep. 219
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: ...
May 28, 2024•36 min•Ep. 218
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 s...
May 21, 2024•42 min•Ep. 217
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 anno...
May 14, 2024•42 min•Ep. 216
