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Andy Cagnetta, Jr.: Business Sales, Mergers & Acquisitions

Show Summary In this episode, Andy Cagnetta talks about how to prepare a business for sale. Keeping decent books and records and not reducing mysterious inventory levels to save taxes...

Perry Jeffries III: Financial Planning and Retirement Planning

Show Summary Perry Jeffries shares in this episode how he has been able to grow his book of business leveraging the Profit First methodology (Financial Planning using Profit First). He...

Ben Golden: Diversified Tax Planning, Resolution, Growth Through a Merger

Show Summary "Always look forward. The reason why a windshield in a car is as big as it is and the rearview mirror is so small is because of the...

Ciara Stockeland: Profit First for Retail

Show Summary In this episode, Ciara Stockeland shares her entrepreneurial journey - from selling rocks in the front yard to selling a business. To compete, you have to have something...

Tara Newman: The EMS Framework

Show Summary In this episode, Tara Newman shares what EMS (Energy, Mindset, and Strategy) Framework means and how it works. The difference between how men and women handle talking about...

Dr. Mick Kling: How Profit First Has Impacted The Lives and Practices In The Eye Care Community

Show Summary In this episode, Dr. Mick Kling shares how he was introduced to the Profit First methodology and how it transformed his optometry practice. He also shares how Profit...

Clint Pulver: Employee Retention

Show Summary In this episode, Clint Pulver talks about why management is the main reason why employees leave and why mentorship is the reason why employees love their jobs. He...

Kimberly Ransom: Profit First For Sports

Show Summary In this episode, Kimberly Ransom shares about her area of expertise: sports membership clubs. She also talks about how COVID affected the industry and how accountants can better...

Barbara Schreihans: How to Start or Manage Your Business During the COVID Pandemic

Show Summary In this episode, Barbara Schreihans talks about how she markets her business in social media - solely focusing on one platform - and stays consistent. She also shares...

Susanne Mariga: “Profit First For Minority Business Enterprises”

Show Summary Having drive, passion, and perseverance pays off. In this episode, Susanne Mariga, a Certified Profit First Professional (Mastery Level), shares her inspiration for writing her new book "Profit...

David Richter: Becoming the Authority in Your Space

Show Summary In this episode, David Richter shares his burning desire to provide a lot of value to people as they get started on becoming an authority in their space....

Bill Flynn: How To Take the Guesswork Out of Growth

Show Summary In this episode, author, coach, and entrepreneur Bill Flynn shares the reasons why businesses go out of business. He also talks about the principles of company growth -...