Send us a text “It's okay not to be perfect.” - Lance Belline Lance is a certified financial planner who has been helping individuals and families take control of their wealth for over 20 years. Throughout most of his career as a CFP, Lance creates financial plans, helps clients stay on track, and ensures that clients are adequately insured. Now Lance have decided to break the mold. Instead of helping people reach their financial goals, and wants to help you thrive by reducing or eliminating the...
Dec 07, 2022•43 min•Season 3Ep. 184
Send us a text “Transform the ordinary into extraordinary by sharing the "why" of your actions.” - Jeffrey Feldberg Do you know why you must master and understand the buyer mindset when selling your business? Most business owners make the fatal mistake of thinking only about themselves. From a buyer’s perspective, this is both selfish and flawed. What can you do? Five powerful strategies help you understand the buyer mindset. At the same time, these five strategies have you resonate with buyers ...
Dec 05, 2022•37 min•Season 3Ep. 183
Send us a text “Don't put off you dreams for tomorrow when you can do it today.” - Chris Morton Chris Morton is an operating partner at Orchid Black. Chris launches and accelerates the profitable growth of companies by creatively mapping technology to successful business models and market penetration strategies, leveraging industry partnerships, and securing institutional and strategic investment. Highlights for Chris include being the co-founder of SkyCross which sold over 750 million antennas ...
Nov 30, 2022•46 min•Season 3Ep. 182
Send us a text “Take a breath, move forward, and make sure that you're leaning into environmental and natural resources issues in a way that listens to other people.” - Sybil Ackerman Sybil Ackerman-Munson has 20 years of experience as a nonprofit professional and foundation advisor who works with philanthropic institutions and foundations interested in successful, high-impact grant making, to help you make a true and lasting positive contribution to the world on your terms. Sybil knows what it’...
Nov 28, 2022•46 min•Season 3Ep. 181
Send us a text Matthew Hunt is a serial entrepreneur, B2B sales and marketing expert, and coach to company CEOs, marketing directors, and entrepreneurs. His extensive experience of over a decade of helping B2B companies succeed in sales and marketing has driven him to create several seven-figure businesses, and he's just getting started. His company Automation Wolf is known for helping clients generate a full month of LinkedIn content in just one hour per week. Click here to subscribe to The Sel...
Nov 23, 2022•38 min•Season 3Ep. 180
Send us a text “I always ran a ground when I didn't know where I was going.” - Lesley Winston A pioneer in the field of Philanthropic Planning, Chartered Philanthropic Advisor Les Winston specializes in utilizing Section 664 of the tax code to build endowments and lower tax bills. With 25 years of experience in the field, Les founded SocialSecharity.org to educate America on how an endowed nation will secure the financial future of its people. Click here to subscribe to The Sell My Business Podc...
Nov 21, 2022•50 min•Season 3Ep. 179
Send us a text “Focus on the academics.” - Alan Wozniak Alan Wozniak, CIAQP, CIEC former president/CEO and founder of Pure Air Control Services, Inc. in Clearwater, Florida an environmental / HVAC Mechanical Firm established in 1984 with divisions including: Building Sciences, Environmental Diagnostics laboratory and Building remediation group. In 2021, he successfully managed the sale of the firm to a Fortune 500 organization, RPM International. Pure Air Control Services is a provider of indoor...
Nov 16, 2022•1 hr 1 min•Season 3Ep. 178
Send us a text “Research less try more.” - Jonathan Zacks Jonathan is on a mission to decimate no-show appointments. After running an appointment-based business for a decade, he co-founded GoReminders which increases business revenue and cuts wasted staff time with automated appointment reminders & online booking. Jonathan runs Growth & Marketing for GoReminders and loves helping small businesses with automation and communication. Click here to subscribe to The Sell My Business Podcast t...
Nov 14, 2022•37 min•Season 3Ep. 177
Send us a text “If a third party sales in your future, why not set it up for success and then work backwards” - Laurie Barkman 80% of business owners want to stop working in their business in the next 5-10 years, but most have not planned for that transition. Many need to improve the business first. Laurie Barkman is a "business transition sherpa." With her firm, SmallDotBig, she advises owners on having more valuable, sellable businesses. And as a Partner with Stony Hill Advisors, a mergers and...
Nov 09, 2022•47 min•Season 3Ep. 176
Send us a text “Figure out how to scale this with the amount of people you have right now.” - Michael Buzinski Michael Buzinski is a life-long entrepreneur, digital marketing thought leader, and best-selling author. Dubbed a “visionary marketer” by the American Marketing Association, Michael’s sole mission is to reduce the prevalence of entrepreneurial poverty in the US. Buzz, as most call him, has simplified digital marketing success with the Rule of 26 to help business owners avoid the time dr...
Nov 07, 2022•46 min•Season 3Ep. 175
Send us a text “To learn how the money system works.” - Brandon Neely Brandon Neely, an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses. Cli...
Nov 02, 2022•34 min•Season 3Ep. 174
Send us a text “Be in the present moment.” - Carol Sanford Carol Sanford is a #1 Amazon best-selling, multiple award-winning (six book) author and business educator, Summit Producer, and podcaster. She is consistently recognized thought leader working side by side with Fortune 500 and new economy executives in designing and leading systemic business change and design. Through her university and in-house educational offerings, global speaking platforms, best-selling, multi-award-winning books, an...
Oct 31, 2022•45 min•Season 3Ep. 173
Send us a text “Start living a life based upon reason, getting the facts, doing the right thing rather than following others.” - John Brown John Brown , Founder of Business Enterprise Institute (BEI), started working with business owners as an estate planning attorney in 1977. While working to manage owner assets, he soon realized a common problem: No one was helping those owners exit their companies. Without planning, how would these owners convert their largest financial assets into cash and m...
Oct 26, 2022•45 min•Season 3Ep. 172
Send us a text “It's not about how good you are. It's about how good your team is.” - James Murray About 12 years ago I was helping a client, a business broker, move their business to the cloud. He invited me to an association he was the President of. After joining I learned about exit planning and began to include it in technology offerings. This has led to a new way of looking at technology for me, and for my clients. Let's discuss how simple tweaks to your company technology can create expone...
Oct 24, 2022•43 min•Season 3Ep. 171
Send us a text “Focus on the academics.” - Alan Wozniak Alan Wozniak , CIAQP, CIEC former president/CEO and founder of Pure Air Control Services, Inc. in Clearwater, Florida an environmental / HVAC Mechanical Firm established in 1984 with divisions including: Building Sciences, Environmental Diagnostics laboratory and Building remediation group. In 2021, he successfully managed the sale of the firm to a Fortune 500 organization, RPM International. Pure Air Control Services is a provider of indoo...
Oct 19, 2022•57 min•Season 3Ep. 170
Send us a text “I would go to any period in time where we didn't have technology phones, no cars and just see the way my mom and dad and they grew up.” - Alex Oliveira As a transformative leader of multiple successful companies, Brazilian-born Alex Oliveira has helped companies advance their brands by executing interactive marketing campaigns for over 12 years. From SMB's to Fortune 500 brands like Ford & Allstate, Alex enjoys a diverse portfolio of clients. Alex’s major passions include adv...
Oct 17, 2022•41 min•Season 3Ep. 169
Send us a text “Transform the ordinary into extraordinary by sharing the "why" of your actions.” - Jeffrey Feldberg Jeffrey Feldberg is the co-founder of Deep Wealth. The M&A journey for Jeffrey began when he said "no" to a 7-figure and "yes" to mastering the art and science of a liquidity event. Two years later, Jeffrey said "yes" to a 9-figure offer. During the process, Jeffrey increased his company value by 10X. How did Jeffrey increase his company value 10X and go to a 9-figure liquidity...
Oct 15, 2022•41 min•Season 3Ep. 168
Send us a text “Joy is and always has been an inside job.” - Tim Brown As Chief Client Services Officer and Global Head of the BPB Family Office, Tim Brown helps lead Berkowitz Pollack Brant CPA's focus on family offices, cross-border global families, entrepreneurs/closely held businesses, tax strategy/estate planning/structuring and commercial real estate (www.bpbcpa.com). The BPB Family Office serves as a multi-faceted and fiduciary based “Virtual Single-Family Office” platform that performs n...
Oct 10, 2022•50 min•Season 3Ep. 167
Send us a text “What does success look like?” - Lowell Ricklefs Lowell Ricklefs is the CEO and Founder of Traction Advising, which specializes in helping B2B SaaS companies with a greater than 5 million ARR get acquired. Lowell has been a Co-founder, CEO, Chairman, and COO of $120 million public company, Startups CRO, and Global VP at Rockwell. Lowell is a global mentor, investor board member, and CEO coach. Lowell's current business Traction Advising. Started out of his frustration when he was ...
Oct 05, 2022•43 min•Season 3Ep. 166
Send us a text “ All of us are going to figure it out at about the same time ” - Gregory Offner Gregory Offner is a globally recognized expert on performance; the Founder and CEO of Global Performance Institute; and an international keynote speaker. His Performance Agreement methodology has helped organizations develop the skills necessary to thrive under pressure, and create cultures of high-performing, highly fulfilled people. In addition to his international business and leadership experience...
Oct 03, 2022•48 min•Season 3Ep. 165
Send us a text “ Take more chances, not be so risk averse and just have faith in my abilities. ” - Bruce Shutan Bruce Shutan is a versatile journalist who has written for more than 130 publications, corporate entities or individuals over nearly four decades. He also ghostwrites independently published business books and memoirs, and is a contributing journalist to One World Initiative, a public broadcasting organization that disseminates impactful programming across multiple platforms for a glob...
Sep 28, 2022•40 min•Season 3Ep. 164
Send us a text “ Invest more early on. ” - Marco Torres Marco Torres is the Founder of MarketingBoost.com, he has helped thousands of business owners worldwide boost sales and scale their businesses by as much as 5-fold through the use of incentive-based marketing. He teaches entrepreneurs how to soar sales & marketing through the use of “Value-Add-Incentives” instead of discounts. His Facebook Group is home to more than 27,000 active business owners who are raking in sales with his advice a...
Sep 26, 2022•45 min•Season 3Ep. 163
Send us a text “Y ou are good enough and not to worry or not to be too caught up in what other people think. ” - Alvin Narsey I have had an exciting journey buying and selling multiple Pharmacy Businesses in Australia over the past 16 years. Trained as a Pharmacist in Melbourne, Australia, I bought my first business as a partnership a few years after I graduated from University. As a Pharmacist, you are trained as a clinician, not how to run a business. With the help of Coaches and Mentors, and ...
Sep 21, 2022•36 min•Season 3Ep. 162
Send us a text “ And while I'm flawed and I have my issues and I'm, you know, I wouldn't want me to be any different. ” - Steven Lentz Steven Lentz grew up in an Air force family, moving every 2 - 4 years across the US. He now lives in the Seattle area with his wife and 2 kids. He loves learning, building businesses, helping others, and being with his family. Professionally, Steven has been an owner and started numerous businesses, as well as recently ending a +10 year career as a Firefighter/ E...
Sep 19, 2022•44 min•Season 3Ep. 161
Send us a text “Look for the real things in life that really mean the real things. ” - Derek Gallimore Derek Gallimore is passionate about outsourcing – it is the most transformative business tool available today. He is committed to helping people integrate it into their businesses and see them thrive. Derek’s blend of extensive international business and travel experience means that outsourcing came relatively naturally to him. Derek has been in business for over 20 years, outsourcing for over ...
Sep 14, 2022•46 min•Season 3Ep. 160
Send us a text “Be present, give your heart and soul and enjoy that person because you can learn something from them.” - RJ Grimshaw A third-generation entrepreneur, RJ Grimshaw has made it his life’s mission to help others succeed. He has founded companies in a wide array of industries including hospitality, apparel, finance, and automotive. With his extensive experience in business, he has structured a formula for entrepreneurial success that has been shared and documented in a book, ABLE LEAD...
Sep 12, 2022•45 min•Season 3Ep. 159
Send us a text “Help a lot more people make a lot less mistakes and have much better lives.” - Bryan Sweet As a Forbes Best-in-State Wealth Advisor for multiple years running, Bryan has been on the mission to help people live their retirement dreams since the start of his career in financial services back in 1979. It is because of this that he created his proprietary The Dream Architect™, which not only helps his clients maximize their distribution planning in retirement, but also helps them str...
Sep 07, 2022•50 min•Season 3Ep. 158
Send us a text “At the end of the day, all that matters is your reputation.” - Scott Miller Capping a 25-year career where he served as a chief marketing officer and executive vice president of business development, Scott Jeffrey Miller currently serves as FranklinCovey’s senior advisor on thought leadership, leading the strategy and development of the firm’s speaker’s bureau, as well as the publication of podcasts, webcasts, and bestselling books. Scott also hosts On Leadership with Scott Mille...
Sep 05, 2022•40 min•Season 3Ep. 157
Send us a text “To look inwards a little bit more and expand the attributes that I really get a lot of benefits from.” - Adan Sierra Lionfield Capital’s mission is to acquire an outstanding American enterprise and build upon the owner’s legacy and continue providing its existing employees with opportunities to prosper. Our covenant with you is to offer a professional, pain-free, and expedient selling process. Managing partner at Lionfield Capital (www.lionfieldcap.com), a private investment firm...
Aug 31, 2022•44 min•Season 3Ep. 156
Send us a text “What should you have gotten a second opinion on before you constantly blundered your way into that situation?” - John Berardi John Berardi is a Canadian-American entrepreneur best known as the co-founder of Precision Nutrition, the world’s largest nutrition coaching, education, and software company. He's also the founder of Change Maker Academy, devoted to helping would-be changemakers turn their passion for health and fitness into a powerful purpose and a wildly successful caree...
Aug 29, 2022•1 hr 25 min•Season 3Ep. 155
