Series: Financial Acumen

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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Episode 56: Solving a Personal Problem Leads to an Unexpected Business with Adi Arezzini

The best products, especially when it comes to your health, are those that solve your problem and honestly work. My guest today, Adi Arezzini knows this first hand. Adi is the co-founder of Teami, a company whose flagship product was designed to solve internal gut health issues. In this episode, Adi and I discuss how…

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Episode 55: Selling a Business: Selling an Amazon-Based Physical Product Business with Eytan Weiner

Today I’ve invited an old friend Inside the Lion’s Den for an interview. Eytan Weiner has been at the helm of Quantum Networks as Co-Founder and COO from its creation in 2008 to its recent sale in 2020. On this episode, we’ll be discussing the start and growth of his business, as well as the…

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Episode 54: Selling a Business: Simple and Even Competitive Businesses That Led to Multiple Exits with Seth Farbman

When it comes to starting and growing businesses, Seth Farbman has been “flying by the seat of his pants” for years. He has built his career designing, building, and selling companies in the completely unsexy (but incredibly necessary) world of corporate services. Today, Seth and I discuss how he got into this industry, the sale…

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Episode 53: Understanding How to Think About Selling or Buying a Business with Michelle Seiler-Tucker

Start with the end in mind. While Stephen Covey coined this phrase, my guest Michelle Seiler-Tucker has made it a focal point for her businesses and those for which she consults. Whether you’re new to business ownership or have owned one for a while, you need to think about an exit strategy. This is where…

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Episode 52: Investment Series: Understanding Multifamily Real Estate Investments

This is the first episode in what I’m calling my “Investment Series”. I’ll be discussing Multifamily Real Estate Investments using a deal I was involved in (now closed) as a case study. I’ll be explaining the structure of that deal and how it impacted the numbers and their optics. Today I hope to provide some…

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Episode 45: Relationships Beat Rules – Lessons of a Founder Turned Investor with Miles Lasater

Do you ever think about your business from an investor’s point of view? Today on the show, Miles Lasater, a founder turned investor, shares his insights when it comes to thinking about things from a founder’s perspective as well as from an investor’s perspective regardless of where you are in your business. As Founding Partner…

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