Series: Financial Acumen

Episode 73: Unleashing the Hidden Potential: Mastering Mediocrity for Extraordinary Success with Will Nitze

Will Nitze is the founder and CEO of IQBAR, a brain and body nutrition company. I reached out to Will because I actually like and use his product. We had a really insightful conversation where he shared in-depth about his journey to starting IQBAR and all of the big steps in between brainstorming his product…

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Episode 72: How to Create and Grow a Multi-Billion Dollar Company with Dan Macklin

My guest today is Dan Macklin, cofounder of SoFi, a multi-billion dollar publicly traded company, and the CEO of Salary Finance Inc. We talk about what it takes to grow a multi-billion dollar company, what it takes to raise capital, and the pitfalls and challenges along the way. We discuss shifting roles from co-founder of…

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Episode 71: Ins And Outs of Passive Real Estate Investing with Left Field Investors

In today’s episode I am interviewed by Jim Pfeifer from the Passive Investing from Left Field podcast. We talk about looking for sponsors who are making money for you, not ones who are making money off of you, and how to find and vet the right sponsor for you. We discuss how sometimes passive investment…

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Episode 69: A Business Journey from Finance, Acquisitions, IPOs, Investor, to Ecommerce with Yadin Shemmer

Regardless of your industry, there’s something for you in this episode. Today I talk with Yadin Shemmer, CEO and cofounder of Intrinsic, about his business journey from starting out in finance, selling a business, taking a business public, and his experience with acquisitions. We discuss what he learned through three different exits, an IPO, and…

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The Art of Selling Your Business – Push vs Pull with John Warrillow

The book I recommend the most, Built To Sell, is written by my guest today, John Warrillow. He has started and successfully exited four companies and has been in the unique position to have had thousands of conversations with business owners who have gone through the process of selling their businesses. He shares his expertise…

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Episode 66: From Entrepreneur to Corporate to Entrepreneur What Works Best with Pete Martin

Buyers don’t buy your past. They buy their future. My guest today, Pete Martin, understands that more than most as he has successfully started, scaled and sold four companies and currently has two profitable, active businesses. In this episode, he shares his unique experience, as CEO and founder of Votem Corp. and Advisor for Ask…

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Episode 65: Knowing Where, When and How to Grow Your Business with Bryan Clayton

Do you know the Get, Keep, Grow methods? My guest today, Bryan Clayton, shares his experience in those methods through his growth and sale of a successful company and as the co-founder and CEO of GreenPal. He examines his strategies and experience with growing his previous and current businesses through the start-up, grow-up, and scale-up…

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Episode 62: Understanding How to Grow a Business Using Vessels with Giselle Ugarte

Technology is always changing and as a result, so are marketing strategies. My guest today, Giselle Ugarte, has been both behind the camera and in front of it. She developed a unique understanding of the role that YouTube Influencers play in sales and advertising while the platform itself was in it’s infancy and the term…

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Episode 58: Investment Series: The Dark Side of Investing

These days, social and mainstream media are chock full of stories about amazing stock market and investment gains. Don’t buy into the hype. People love to share their stories when it comes to success and making money, but you don’t see many of them talking about their business failures. Today I’ll give you an update…

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Episode 57: Investment Series: Valuation Drivers when Buying or Selling a Business

Over the last few episodes, I have had guests on the show that have shared stories about how they built and sold their businesses. While each tale was unique, there were some common themes that I’m going to share with you today. What you don’t know when you’re building and running your business could end…

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