All Episodes
Displaying 1 - 26 of 26 in total
The Art of Tax Strategies in Business Exits
Summary: In this conversation, George Sandmann and Jeff Getty discuss the intricacies of exit planning, tax strategies, and the importance of collaboration among advis...
A Successful Exit From Both Sides Of The Table
Summary Deborah Everson shares her journey of turning around a struggling retail business and successfully exiting it. She emphasizes the importance of maximizing tran...
Bonus Session! The Kumbaya Lie: Why Advisors Don't Collaborate
Summary: In this conversation, George discusses why advisors give each the Heisman and so set themselves to fail at delivering client wins. He highlights the challenge...
Summit Preview: the Senior Leadership Brain Trust
Summary: In this killer roundtable with The Senior leadership Brain Trust of Elene Cafasso, Phil Gafka and Larry Prince we dive into the importance of effective senior...
T3 'Think Tanks for Exiting Business Owners'
Summary: Vincent Mastrovito, an expert in exit planning, discusses his new T3 think tanks for business owners and next-generation leaders. These virtual think tanks pr...
PhD in Strategic Capacity: Dr. Patricia Malone
Summary: In this episode, George and Dr. Patricia Malone CPA CEPA CMA C3D discuss the concept of strategic capacity and its importance in business advising. Patricia -...
Winning! The Power of a Referral Sales Strategy with Mike Garrison (He's #1)
Summary: In this episode George interviews Mike Garrison, THE expert in building strategic client introductions through referral-based business development. Mike is al...
Maximizing Shareholder Value through Strategic Intent
Summary:In this episode, the participants discuss the fundamental role of the CEO and how the connection between the CEO and shareholders can be summarized. They explo...
Executive Roles and Accountability to Growing Profits & Value
Summary: The conversation discusses the four broad accountability categories within an organization: executive, finance, operations, and revenue. Each category has a f...
BeReady Exits: Delivering Successful Exits
Summary: BeReady Exits is a virtual firm that specializes in business exit planning. The founders, Anna Halaburda, John Carter, and Kelly Malaga-LaCarter, bring decade...
The Impacts of Ai on Business Advising
Summary: In this episode, George interviews Benjamin Bohman, the founder and CEO of Stratisheild, about the role of AI in business advising. They discuss the importanc...
Ai Narrates the Preface of George's Book; The 2024 Summit
Summary: This episode is the Preface to George's Book and discusses the importance of business advisory and the middle market in the United States. It emphasizes the n...
Enterprise-Level Expertise in Growth Market Settings: Tim Martin of JACO Advisors
Summary: The conversation with Tim Martin CEPA of JACO Advisors covers a wide range of topics, including enterprise-level leadership, strategic planning, execution, ri...
Advisor Biz Dev: Collaborating with COIs, with guest Chad Connery of Peak Business Advisors
In this conversation Growth-Driver Chad Connery of Peak Business Advising discusses the importance of centers of influence (COIs) in sales and marketing. We discuss t...
Top Family Business Expert on Growing and Exiting a Family Business
Summary: Barry Goodman, an exit planner for family-held businesses, shares his expertise on helping families determine the next steps for their businesses. He emphasiz...
Business Growth & Exit MASTER: John Fulwider PhD CEPA
Summary: In this conversation, George interviews John Fulwider, a business advisor with extensive experience using top systems like EOS(r) and Pinnacle Guides(r). They...
Business Psychology and Family Business Transformation with Dr. Allie Taylor
Summary: Dr. Allie Taylor, a business psychologist, specializes in working with family businesses and helping them navigate the challenges that come with multi-generat...
Trailer for Growth-Drive's Business Advisor Hot Seat Podcast
Trailer taken from my conversation with Strategic Visionary and Author of 'Lost at CEO' Carl J Cox, CEO of 40 Strategy. Carl is a Growth-Driver who is typically hired ...
Strategic Visionary and Author of 'Lost at CEO' Carl J Cox
Summary: In this episode, Carl J. Cox discusses his expertise in strategic planning and implementation. He explains how most organizations spend very little time on st...
Leadership, Authenticity and Transparency with Former NFL Player and Motivational Speaker Marques Ogden
Summary: In this episode, George Sandmann interviews Marques Ogden, a motivational speaker and former NFL player, about the power of authenticity in business. Marques ...
Exit Planning using Growth-Drive: Financial Advisor Interview
Summary: In this episode, George Sandman interviews Francis Brown, a strategic advisor with Brown Advisory. Francis helps high-net-worth families and business owners m...
Mastermind Peer Groups with *Guru* Tina Corner Stolz of LXCouncil
SummaryIn this episode you'll learn about the power of questions and peer groups with my friend Tina Corner Stolz, founder of LXCouncil. She is a rock star and shares ...
BEI Founder John Brown on Mastering Business Continuity with Owner-Centric Planning
BEI Founder John Brown is our guest and we dive deep into the art of creating immortal businesses. John shares his expert insights on succession and owner-based planni...
Senior Leadership Expert on Key's to Growing Profits & Transferable Value
SummaryIn this episode, Larry Prince of Prince Leadership discusses his approach to helping clients grow their businesses. He emphasizes the importance of marrying ana...
Collaboration vs Referrals and the Power of the Platform with Anna Halaburda Jan 25, 2024
In this conversation, Growth Driver Anna Halaburda CPA CFP CBEC discusses the importance of collaboration and platform in business advising. She shares her background ...
Guest Stephen Cummings of Rizolve Partners | Jan 11, 2024 001
Learn from Steve and Rizolve Partners about qualifying the right clients, winning engagements, and driving client wins. Steve specializes in holistic long-term profit ...