All Episodes

Displaying 1 - 30 of 47 in total

From Strategy to Execution: How Firms Grow with Intention with Christine Hollinden

SummaryIn this conversation, George and Christine discusses the evolving landscape of the accounting industry, emphasizing the importance of strategic capacity, client...

Burn the Boats: Why CPAs Must Evolve or Get Rolled Up

SummaryThis conversation delves into the evolving role of CPAs in the business landscape, emphasizing the importance of advisory services and the need for CPAs to adap...

Stop Being the Hub of the Wheel: Brad & Clay Eure on Systematizing Success

SummaryIn this conversation, Brad & Clay Eure discuss their journey as small business consultants, focusing on the importance of systematic processes in advisory servi...

The Truth About Exit Planning: Why 83% of Owners Aren’t There Yet

SummaryIn this conversation, George discusses the importance of exit planning and growth strategies for businesses. He emphasizes that while exit planning is crucial, ...

FA Exit Planners + Growth Advisors = WIN

SummaryIn this episode of The Business Advisor Hot Seat, George Sammann discusses the importance of collaboration between wealth advisors and growth advisors in the co...

C3D Certification: Top Business Advisor Explains Why He Loves It

SummaryIn this conversation, Tim Rhode shares his extensive experience in business advisory and how the C3D certification has transformed his approach to helping busin...

George explores Referral-Driven Sales Process with Mike Garrison

SummaryIn this podcast, Mike and George delve into the critical issue of owner dependence in businesses, discussing its implications on valuation, sales processes, and...

CLARITY: What's In the Box?

SummaryThis conversation focuses on the Growth Drive Summit and the importance of building a profitable advisory business. It delves into the Growth Drive process, emp...

How Collaboration Drives Business Growth with Author and CEO Mike Garrison

SummaryIn this episode, the hosts discuss the Growth Drive methodology and the importance of collaboration in business development. They emphasize the need for effecti...

Transforming Accounting: From Bean Counters to Strategic Advisors with Growth-Driver Carl J. Cox of 40Accounting

Summary: In this episode, George speaks with Carl J. Cox, founder of Forty Accounting and Forty Strategy, about the evolving role of CPAs in strategic planning and bus...

Exit Planning and Unlocking the Freedom Point with Greg Maddox of Cultivate Advisors

Summary: In this engaging conversation, George and Greg delve into the concept of the 'Freedom Point' in business, exploring how business owners can achieve a lifestyl...

Advisors Talk Candidly about Marketing

Private Business is the Engine for the Pursuit of Happiness

SummaryIn this conversation, George Sandman passionately discusses the importance of capitalism and private business as the driving force behind the pursuit of happine...

Convo with Growth-Drive 2024 Member of the Year Mike Desiato

In this conversation, George Sandmann introduces Mike Desiato, Growth-Drive's Member of the Year. Desiato discusses his journey from public accounting to becoming a bu...

*New* 5-Year M&A Price Projection

In this conversation, George from Growth Drive discusses the importance of strategic capacity in business growth and value. He introduces the C3D certification for bus...

Navigating Exit Planning: Aligning Personal Intent with Business Growth Strategies

Summary:In this podcast episode, the host discusses the critical relationship between exit planning and business growth. Featuring insights from industry experts Mike ...

The Crazy Eights

SummaryIn this conversation, George discusses the 'Crazy 8s"- critical elements for business growth, emphasizing the need for firms to embrace change, innovate, and bu...

Forbes Books CMO about Promoting your Authority with Clients & COIs

SummaryIn this conversation, George and Beth LaGuardia Cooper discuss the multifaceted journey of publishing with Forbes Books, emphasizing the importance of maintaini...

Unlocking Business Success with 90.io 11-12-24

SummaryIn this conversation, George and Brandon Snyder discuss the significance of business operating systems, particularly focusing on 90.io, a platform designed to h...

Leading Exit 'Doer' Shares Secrets for Successful Outcomes

SummaryIn this conversation, the speakers delve into the intricacies of exit planning and strategic business growth. They emphasize the importance of asking the right ...

Delivering Successful Exits: M&A Version

SummaryIn this conversation, Rob Waring and George discuss the intricacies of business transactions, focusing on understanding client intent, the realities of selling ...

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...

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