All Episodes
Displaying 41 - 60 of 70 in total
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...
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...