Logo

    exit strategy

    Explore " exit strategy" with insightful episodes like "70. In Honesty There Is Profit", "Jason Swenk on Building and Scaling Marketing Agencies", "SA841 | The Passive Income Opportunity from Farm and Agriculture Investing with Artem Milinchuk", "WIIRE 072: Exit Strategies: Selling, Renting, Refinancing" and "Discover Powerful Strategies to Build, Leverage, & Exit To Retire Early with AJ Mirzhad" from podcasts like ""Real Estate Revenue", "Paris Talks Marketing", "How Did They Do It? Real Estate", "Women Invest in Real Estate" and "The Best Business Podcast With Daryl Urbanski"" and more!

    Episodes (100)

    70. In Honesty There Is Profit

    70. In Honesty There Is Profit

    Do you want to sell your business someday?  Ever think about retiring and selling the business?  Starting today you need to start keeping accurate, honest records and books or you could end up being very disappointed in the resulting value of your business when you go to sell.  Want to make more money when you sell?  Be honest!



    If you enjoy reading your content try the Financial Momentum Newsletter.  It's a free once a week newsletter delivered to your inbox.  The newsletter will have a short article (3 to 4 min read), with ideas and tools to build momentum in your business and life.  Subscribe Here



    DISCLAIMER: This video/audio content is intended only for informational, educational, and entertainment purposes. Neither Real Estate Revenue, Financial Momentum or Paul Ary are registered financial advisors, financial planners, attorneys, tax professionals or economists and the contents of this video and/or audio podcast should not be considered investment, financial, legal or tax advice. Your use of Financial Momentum or Real Estate Revenue’s channel either on YouTube or on any audio podcast, and your reliance on any information from these sources is solely at your own risk. Moreover, the use of the Internet (including, but not limited to, YouTube, E-Mail, Instagram, Twitter, LinkedIn) for communications with The Financial Momentum Podcast, Real Estate Revenue or Paul Ary does not establish a formal business relationship.  This is not financial advice.  These are my personal opinions on real estate and the world in general.

    Subscribe to the Financial Momentum Newsletter where we discuss ideas and tools to build momentum in your business and life! The newsletter is FREE and delivered to your inbox once a week. Click here to subscribe!




    DISCLAIMER: This video/audio content is intended only for informational, educational, and entertainment purposes. Neither Real Estate Revenue, Financial Momentum or Paul Ary are registered financial advisors, financial planners, attorneys, tax professionals or economists and the contents of this video and/or audio podcast should not be considered investment, financial, legal or tax advice. Your use of Financial Momentum or Real Estate Revenue’s channel either on YouTube or on any audio podcast, and your reliance on any information from these sources is solely at your own risk. Moreover, the use of the Internet (including, but not limited to, YouTube, E-Mail, Instagram, Twitter, LinkedIn) for communications with The Financial Momentum Podcast, Real Estate Revenue or Paul Ary does not establish a formal business relationship. This is not financial advice. These are my personal opinions on real estate and the world in general.

    Jason Swenk on Building and Scaling Marketing Agencies

    Jason Swenk on Building and Scaling Marketing Agencies

    Jason Swenk is the agency advisor & coach who guides marketing agencies through a proven framework for growing their agency faster.

    Jason has written the book for growing an agency from nothing to two 8 figure agencies.

    Jason currently hosts the Smart Agency Master Class Podcast, a Digital Marketing Agency Owner podcast for sharing the strategies and stories from real agency owners of what is working today in the agency world, and how they got to where they are now.

    Jason Swenk shares his journey from building a successful agency to starting an agency consulting business. Jason also talks about agency owners' different goals, such as building an asset to sell, creating a lifestyle business, or operating as an incubator agency. He emphasizes the importance of building an asset and provides tips for agency owners looking to scale their businesses. Jason also touches on his marketing strategy, including the power of podcasting and the importance of providing valuable content to potential clients.

    Key Takeaways:

    • Building an asset is important for agency owners who want to create long-term value and have the option to sell.
    • Agency owners should focus on scalability, reoccurring revenue, and building a diverse client base.
    • It's important to have a leadership team in place to handle day-to-day operations and free up the owner's time.
    • Consistency is key in marketing, and it takes time to see results. Agencies should focus on providing value and helping their audience.
    • Social media can be a powerful marketing tool if used correctly, but it's important to avoid being self-centered and focus on helping others.

    --
    Timestamps:

    02:51 Jason's decision to sell his agency after 12 years

    06:18 Jason's road from an agency owner to an advisor

    09:29 The 3 paths of agency owners: exit, lifestyle, incubator

    10:56 Why creating a lifestyle business is a prison

    13:48 Scaling a business and the hardships

    16:10 Jason's criteria for investing in agencies

    19:23 Downsides of selling and earnouts

    23:51 The marketing strategies & funnel of Jason's consultancy business

    25:49 Shift the spotlight: from self to clients

    33:08 Treating business as a game and experimenting with strategies

    34:19 Removing emotions from decision-making and seeking advice from others

    --
    Guest resources:
    https://jasonswenk.com/

    https://www.agencymastery360.com/

    SA841 | The Passive Income Opportunity from Farm and Agriculture Investing with Artem Milinchuk

    SA841 | The Passive Income Opportunity from Farm and Agriculture Investing with Artem Milinchuk

    In recent years, farm investing has emerged as an attractive option for investors looking for a better investment return. But how can you make the most of this vital industry?

    We invited Artem Milinchuk to enlighten us about this investment option, the advantages of owning farmland, and the potential income from this niche. Stay tuned to learn something different that will help you grow your real estate portfolio. 


    Key Points & Relevant Topics

    • The beginning of FarmTogether in the US and the idea behind it
    • Things to look for in a viable farm investment
    • How farm investing and leasing works
    • Why a farmer’s experience is important when looking for a farm operator
    • Typical expenses of a farm or land owner
    • What the exit strategy looks like in a farm investing
    • Investment options and opportunities offered by FarmTogether


    Resources & Links
    Apartment Syndication Due Diligence Checklist for Passive Investor


    About Artem Milinchuk

    Artem has over 14 years of finance experience in food, agriculture, and farmland. He holds an MBA from The Wharton School. Prior to founding FarmTogether, Artem was CFO at Full Harvest Technologies, a fast-growing B2B platform for buying and selling produce. He previously worked at Ontario Teachers' Pension Plan, Sprott, and PwC. 


    Get in Touch with Artem


    To Connect With Us

    Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

    WIIRE 072: Exit Strategies: Selling, Renting, Refinancing

    WIIRE 072: Exit Strategies: Selling, Renting, Refinancing

    Hello everyone, we hope you had a fantastic weekend and are ready to learn about exit strategies in the world of rest estate investing. We will be breaking down the following four exit strategies so you can determine which suits your needs best:

    1. Selling your investment property
    2. Buy and hold, or, long-term investing
    3. Refinancing
    4. Rent to own

    But first, our friend, and WIIRE community member, Danielle Rutigliano is taking on a few select clients for the upcoming tax season, and you could be one of them. If you want to work with a bookkeeper who knows REI tax strategy front and back, Danielle is definitely someone you should connect with.

    While we know there are so many exit strategies we chose these specifically because they are what we have the most experience with and what we discuss most frequently on the podcast.

    Do you have more questions about one of the exit strategies we discussed in this episode, or have another strategy you’d like us to cover in an upcoming episode? DM us on Instagram and let us know!

    Until next week, take care, friends!

     

     

    Resources:

    Discover Powerful Strategies to Build, Leverage, & Exit To Retire Early with AJ Mirzhad

    Discover Powerful Strategies to Build, Leverage, & Exit To Retire Early with AJ Mirzhad

    In a riveting new interview, we had the pleasure of sitting down with AJ Mihrzad, former CEO and founder of Online Super Coach—a man with an immense wealth of knowledge in building successful online businesses. 

    Mihrzad's successes, particularly in the realm of email marketing and business optimization, have positioned him as one of the leading figures of the contemporary digital space. 

    As he shares insights about his own successful exit, the changing business landscape in the wake of COVID and sustainable ways to invest profits for an earlier retirement, listeners will undoubtedly gain a wealth of practical knowledge pertinent to their own entrepreneurial pursuits.

    Here Are the Reasons Why You Should Listen to the Full Interview:

    • Discover AJ Mihrzad's take on the value of an email list in building a successful business and why it should be a top priority.
    • Learn how to construct lead magnets and giveaways that actually work from the man who honed them to perfection.
    • Understand the profound importance of nuanced marketing strategies and the psychology behind webinar engagement for maximum conversions.

    Resources

    Interview Highlights 

    The Power of a Solid Email List

    • AJ places huge emphasis on having an email list. It's one asset he believes people often overlook.
    • He suggests the creation of a newsletter or a lead magnet to start building an email list. It's a proven strategy.

    "If I were going to start any business, the number one thing is: do you have an email list?" – AJ Mihrzad

    Constructing Effective Lead Magnets

    • AJ shares his strategy for building captivating lead magnets and giveaways.
    • Years spent testing and tweaking has yielded proven results.
    • He stresses on the importance of these assets being tested and having high conversion rates.

    "I spent many years testing and tweaking lead magnets. All the assets I sold were all proven and tested and had the highest conversions possible."

    Simplified Marketing Funnels and Ethical Bribes

    • AJ shares that his marketing funnel was very simple. Cold traffic directed to landing page, to a webinar, and finally a high-ticket package sale.
    • Discusses certain strategies for keeping people engaged on webinars such as 'ethical bribes' and 'open loops'.
    • His strategy revolved heavily around understanding psychology and tailoring his techniques to cater to shorter attention spans.

    "There's so much nuances making people come onto the webinar. Stay till the end, right? Giving them little ethical bribes, open loops." – AJ Mihrzad

    Building and Maintaining Successful Online Businesses

    • AJ talks about his journey in the online business space and his successful exit.
    • Urges other potential entrepreneurs to go for their goals.

    "You are living the dream. You actually built an online business. I'm sure more people have potential to then actually go for the goal." - AJ Mihrzad

    Support the show

    Exit Strategy Planning: Preparing Clients for a Better Divorce

    Exit Strategy Planning: Preparing Clients for a Better Divorce

    This week, we’re taking the Stay or Go episode from a couple of week ago to the next step and we're talking about partnering with your client to develop an exit strategy. This means helping them gather the information they need and develop action plans to remove the fear and uncertainty around when and how to divorce. 

    Fear is not only the obstacle that keeps individuals stuck in unhealthy, unhappy marriages unable to make decisions or take action, but it’s also the  #1 driver of cost and conflict in divorce.

    Debra shares the results of an informal survey she did that showed that only 20% of respondents believed they had some or significant control over either the cost or the outcome of their divorce. We know clients have much more influence - they just need information and a strategy.

    Failing to prepare thoughtfully when considering divorce can start things off in a way that quickly snowballs out of control. On the other hand, taking time, being strategic and establishing goals and priorities can pave the way for a good divorce if things go well. And it can protect clients in the event that things go poorly.

    We'll review the 5 reasons an Exit Strategy (or divorce plan) is so incredibly helpful for clients and talk through some of the important elements of a solid plan. When we help clients identify and address their fears, our clients get a better outcome financially, relationally and emotionally.


    Learn more about DCA™ or  any of the classes or events mentioned in this episode at the links below:

    Website: www.divorcecoachesacademy.com
    Instagram: www.instagram.com/divorcecoachesacademy
    LinkedIn: www.linkedin.com/company/divorce-coaches-academy
    Email: DCA@divorcecoachesacademy.com


    What, When and Why should you be considering an Exit Strategy from your Business?

    What, When and Why should you be considering an Exit Strategy from your Business?

    Whether you're embarking on your journey as a mortgage broker or have an eye on your exit plan, this episode is a must-listen. We explore what exit strategies are, why they should be on your radar, and when it's the right time to start thinking about them.

    Join us as Marissa Schultze chats with Ruan Burger, a seasoned mortgage broker with a track record of successful business exits. He's here to share his insights on this critical aspect of your broker journey, from understanding the 'when' to considering the 'how.'

    Tune in to discover:

    • The importance of timing and strategy in your mortgage broker exit plan.
    • Insights from Ruan's personal experiences, exiting not one but two successful broker businesses.
    • Valuable tips to consider on your journey, whether you're just starting or you're well into it.

    Quotes:

    "Part of what we do with our clients is discuss exit strategy. We consciously keep them accountable to say: When does such a choice become a reality?" - Ruan

    "I like shifting that to just having choices, knowing that you may not want to sell, it might not be something that's at the front of your mind at this stage, but maybe it's just about having choices in your business." - Marissa

    "And from there I built the Family Plan vs Business Plan, because I came to realise what things should be non-negotiable for my family and what can I then build around it." - Ruan

    "It's just really understanding what it is you want, what are your strengths and weaknesses and what is it going to give you, or help you to achieve your goals and objectives long-term." - Marissa

    "Action dictates priority. As soon as I knew I wanted to sell, it was the actions that were more important to me than the priority of getting there." - Ruan


    Thank You To Our Hosts: Ruan Burger and Marissa Schulze


    More From Marissa and her company, Rise High Financial Solutions:

    Marissa Schulze Linkedin

    Marissa Schulze Instagram

    Marissa Schulze Facebook

    Rise High Financial Solutions


    More From Ruan and his company, Success and Broker:

    Ruan Burger Linkedin

    Ruan Burger Instagram

    Ruan Burger Facebook

    Success and Broker

    Episode 01: Dealmaking Demystified - Alina DiDonato with Jeffrey Schillinger - A Farragut Podcast

    Episode 01: Dealmaking Demystified - Alina DiDonato with Jeffrey Schillinger - A Farragut Podcast

    Episode 01: "Dream Bigger, Aim Higher: Unlocking the Secrets of Physician Practice Management with Jeffrey Schillinger"

    Episode Overview:
    In this riveting episode, we sit down with Jeffrey Schillinger, a healthcare industry veteran and serial entrepreneur, to explore the art and science of physician practice management. With a career spanning over two decades, Mr. Schillinger shares his journey from co-founding EDCare to his current role as the CEO of DermCare Management, LLC. 

    Tune in to discover how to build a strong team, why vision is your most crucial asset, and how to create a patient-centric approach that sets you apart.

    Key Takeaways:

    The Power of Teamwork: Jeffrey credits much of his success to his teams. He believes that a strong, dedicated team is the cornerstone of any successful venture.
    "I had a great team. They allowed me to do what I could do. So I didn't have to worry about what they were doing."

    The Importance of Vision: According to our guest, dreaming big is not just a cliché but a necessity for entrepreneurial success.
    "The thing that gives you perseverance is vision."

    Humility and Communication: Mr. Schillinger emphasizes the importance of being deferential, not just to your team but also to your customers.
    "The most important tool is how you speak to people, whether they're your employees and your colleagues, or they're your customers or potential customers."

    Strategic Mindset: Learn how Jeffrey Schillinger strategically entered the dermatology industry and chose his capital partners to align with his long-term vision.
    "I look like--as I'm building--what's the exit gonna look like in three to five years, or the next iteration?"

    Company Culture: Mr. Schillinger discusses the importance of culture in a company, stating that it's not how you view your company but how others view it that defines your culture.
    "Culture of a company is what others see you as."

    Patient-Centricity: The episode delves into how DermCare leverages technology to enhance patient experience and engagement.
    "We want to make sure that the patient be treated nicely, not just professionally, right? So they leave with a good experience."

    Future of Dermatology: Jeffrey Schillinger shares his excitement about the increasing demand for cosmetic procedures and the growth of teledermatology.
    "I'm excited about two industry trends within dermatology."

    Conclusion:
    Don't miss this episode packed with invaluable insights, memorable anecdotes, and light-hearted humor. Whether you're in healthcare management or looking to make your next big deal, the leadership lessons from Jeffrey Schillinger are universally applicable and profoundly inspiring.

    Listen now to transform the way you think about healthcare entrepreneurship!

    A Roadmap to Selling Your Startup: Tips from Andrew Gazdecki, CEO of Acquire.com

    A Roadmap to Selling Your Startup: Tips from Andrew Gazdecki, CEO of Acquire.com

    Andrew Gazdecki is a serial entrepreneur and CEO of Acquire.com. After going through two successful exits, he decided to build the world’s number-one startup acquisition marketplace.

    If you're thinking about selling your startup or are building a venture with an exit in mind, you'll find the episode rich in actionable insights and pitfalls to avoid. 

    Andrew shares all his secrets:

    • The mistakes he made when selling a company for the first time
    • His preferred marketing strategy, and why it's the most defensible approach
    • How Andrew builds teams as a non-tech founder and the three attributes in he looks for 
    • What types of businesses sell better than others
    • What types of buyers are buying companies on Acquire.com
    • What Andrew focuses on to run a successful marketplace
    • What can you expect if you want to sell your company on Acquire.com

     

    Support the show



    Follow us:

    Kevin Caballaro: Empowering Insurance Professionals

    Kevin Caballaro: Empowering Insurance Professionals

    Kevin Cabarallo is a highly experienced insurance professional and the Agency Owner of Caballaro Insurance Agency. With expertise in various insurance types, including life, health, and annuities, Kevin's business partner handles home, auto, and commercial insurance.

    Throughout his 16-year career in the insurance industry, Kevin has achieved significant milestones. He successfully managed, grew, and is currently in the process of exiting a Captive Insurance Book of Business with Farmers, with a sell date set for 6-1.

    Kevin's journey in the insurance field is marked by evolution, transitioning from a solo producer to leading a team. He can provide valuable insights into the path to entrepreneurship and the steps involved in building and managing a successful insurance agency.

    To connect with Kevin Cabarallo or learn more about his services, you can find him on social media platforms. He can be reached on Facebook at https://www.facebook.com/CaballaroAgency and on Instagram at https://www.instagram.com/caballaro_agency/. Kevin is also offering a complimentary review of home and auto insurance for interested guests.

    Thank you for support Building Great Sales Teams!

     

    If you want to learn more about our host Doug Mitchell or get free BGST resources go to www.salesprogrambuilder.com.

    How To Get Venture Capitalists To Invest In Your Business!

    How To Get Venture Capitalists To Invest In Your Business!

    In this Episode, I speak with Eric Grafstrom from ExitGuide.  Eric is a Business startup coach, a serial startup executive, and founder at ExitGuide, an M&A platform for small main street businesses.

    Eric and I had a great chat about a couple of topics that I don't think many entrepreneurs think about; how to get Venture Capitalists interested in investing in your company, and creating an exit plan for if and when you look to sell your company!

    This is definately an episode you will want to take notes from!

     

    Contact Reggie B: Podcast Host

    Contact Eric Grafstrom: ExitGuide

     

    SA673 | Simple Industrial Real Estate Investment Techniques for Maximized Returns with Ronald Rohde

    SA673 | Simple Industrial Real Estate Investment Techniques for Maximized Returns with Ronald Rohde

    In this conversation with Ronald Rohde, you’ll gain beneficial insights into the investment potential of industrial real estate. Dial in as he provides helpful information about finding industrial deals through off-market canvassing, niche specialization, plus strategies to maximize profits. Watch the full episode to learn all these and more!


    Key Takeaways to Listen for

    • Helpful tips for navigating industrial real estate deals
    • Differences between single and multi-tenant properties 
    • Important things you should know when dealing with industrial real estate
    • Possible financing options for industrial properties
    • Best industrial real estate exit strategies and tips to maximize profits


    Resources Mentioned in This Episode


    About Ronald Rohde

    Ronald became a real estate investor before becoming a lawyer and currently combines his career and passion for helping investors buy commercial real estate to build wealth. He currently invests/owns 3 properties in DFW totaling over 100,000 square feet and is always looking for new investment opportunities.


    Connect with Ronald


    To Connect With Us
    Please visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!

    Sponsor
    Grow Your Show, LLC
    Thinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?
    Visit
    GrowYourShow.com and Schedule a call with Adam A. Adams

    Ep12: What It Takes to Flip a House in 7 Days with Tyler Jensen

    Ep12: What It Takes to Flip a House in 7 Days with Tyler Jensen

    Quality will always be parallel with time, so what can you do to have both? Tyler Jensen is here to tell us about process efficiency to finish flipping a home in a week. Learn about pre-execution planning to compress work and cultivate a focused operations flow in this episode!


    Key takeaways to listen for

    • 3 metrics that could help you flip a property in seven days
    • Cost-analysis preparation tips and strategies to maximize your business operations
    • Fundamental business elements and why you need to maintain them
    • Effective ways to re-strategize your business to earn active and passive income
    • The power of creating consistent cash flow from your investments


    Resources mentioned in this episode


    About Tyler Jensen

    Tyler Jensen is an avid Real Estate Investor, International House Flipper, Philanthropist, Coach, Husband, and Father to four amazing boys. He has been flipping houses for over ten years,  started flipping houses in college, and has never looked back. He loves real estate and gets satisfaction from taking an old dumpy crack house and turning it into something unique that a family can create memories in as their new home. Tyler has built a great business and has one of the best flipping companies in the country, and His systems and processes for flipping houses have been raising the bar for other investors. He loves coaching and helping others pursue their dreams and passions in real estate.


    Connect with Tyler


    Connect with Us
    To learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!

    Follow our social media pages!
    Facebook: Monument Real Estate Capital
    LinkedIn: Monument Real Estate Capital

    How to Build a Profitable Agency that Runs Without You

    How to Build a Profitable Agency that Runs Without You

    Mike Rose, Founder and CEO of Return On Energy, is a highly successful entrepreneur who has built multiple profitable agencies that can run without him. With a track record of accolades, including being named INC Best Places in America and a 3X Inc 5000 Fastest Growing Private Company, Mike shares his insights and strategies for creating a sustainable agency that can thrive even when the founder steps back.

    As a HubSpot Diamond-Certified Partner and DFW American Marketing Association (AMA) Marketer of the Year, Mike's experience and expertise make for a valuable conversation on building a successful and scalable business.

    In this episode, you'll learn:

    • Three factors mike considered before selling Mojo Media Labs to Gravity Global 2:15
    • The acquisition timeline and exit process 3:44
    • An overview of Mojo Media Labs and Gravity Global 7:05
    • How Mike empowered the Mojo Makers to make better business decisions 9:30
    • The importance of training your team on how business works 12:20
    • Mike's strategies to help create an agency that works like a well-oiled machine and fire yourself 15:40
    • The psychology behind exiting as an owner 20:55
    • How does micro mentorship works 30:15
    • What's next for Mike Rose? 32:00
    • ROE Breakthrough Workshop 34:30


    Presenting Sponsor: ZenPilot

    Check out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.

    ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.

    So, what are you waiting for?

    Go to zenpilot.com to learn more.

    Resources mentioned in this episode:


    Making Money Make Sense

    Making Money Make Sense

    Marc Henein joined ScotiaMcLeod in 2004. He has been working with entrepreneurs and professionals since 2001. His expertise includes the management of significant liquidity events for clients. Working in partnership with clients’ tax and legal professionals, Marc manages portfolios focused on capital preservation and tax-efficient income generation. Marc has written investment and financial planning-related articles for the Globe & Mail, sharing his knowledge to help Canadians with their wealth management.

    Marc graduated from Wilfrid Laurier University where he spent three years as President of the Wilfrid Laurier University’s Alumni Association. Marc spent ten years involved with the Georgetown Hospital Foundation, including two years as Chair. Currently, Marc is on the Board of Easter Seals Ontario. He has achieved some of the highest designations within the Investment and Financial Planning Industry. He has obtained Chartered Financial Planner (CFP) designation, is a Fellow of the Canadian Securities Institute (FCSI), and the Chartered Professional (Ch.P.) Strategic Wealth designation.

    He currently resides in Georgetown and has two pre-teens keeping his hands full. In his free time, Marc enjoys riding the Peloton, golfing, running, playing squash, and traveling.

    Here’s a glimpse of what you’ll learn:

    • How Marc became interested in wealth management as a career
    • The values Marc’s family instilled in him
    • What financial literacy people should have at beginner, intermediate, and advanced levels of understanding
    • The number one rule of business for CEOs
    • The definition of “three-bagger” and “ten-bagger” and which one Marc prefers to see
    • Why an exit plan is something CEOs need at the start of their company journey
    • How automation gets missed in business development
    • The value of a wealth advisor in terms of reaching your money goals
    • The joy Marc derives from his work

    In this episode…

    Marc Henein, Wealth Advisor at Scotia McLeod, knew from the age of 16 that he wanted to be a financial advisor. That’s when he was first introduced to stocks and the stock market and it sparked a passion in him that has endured. What Marc values is being able to simplify things for his clients, speaking to them about what they want and need, and not simply handing them a sales pitch.

    Marc explains that there is a lack of financial literacy in society today. Though he is happy to share his knowledge with his clients, he does also believe that there are basic things everyone should learn. He details exactly what people should understand and why. Especially in business, as wealth management pertains to entrepreneurs and CEOs.

    In this episode of What CEOs Talk About, host Martin Hunter and guest Marc Henein break down the ins and outs of wealth management, the meaning of wealth, what a successful CEO will need to prepare for, the best kind of business growth to achieve, and how to factor philanthropy into your wealth plan. Marc has great insight into financial matters and, what’s more, he truly enjoys his work and sharing his wealth knowledge with others.

    Resources mentioned in this episode:

    Resources recommended for CEOs and leaders:

    Sponsor for this podcast...

    This podcast is brought to you by URGEO, Operational excellence in action through the Are you Ready Program!

    Are you READY to free up your time?
    Optimize your Organization?
    Grow revenue and reduce costs?
    Build your leadership team?

    Partnering with organizations like yours, we work with you to implement our proven methodology designed to transform your operations, while providing accurate advice and support for real success.

    Translating strategy into frontline operations, URGEO helps leaders and the people within their organization excel at safe, on-time, on-budget and on-spec delivery. Let’s touch base so we can learn how we can level up your business. Contact us today.

    SA560 | A Pro’s Ultimate Success Tips for Short-Term Rental Developing and Investing with Alex Jarbo

    SA560 | A Pro’s Ultimate Success Tips for Short-Term Rental Developing and Investing with Alex Jarbo

    Today, Alex Jarbo highlights his experience with unique short-term rentals in profitable rural areas. Listen to learn the most crucial thing to consider when choosing investment properties and more beneficial tips to help you get started in this niche. Tune in to know more!


    Key Takeaways to Listen for

    • Practical advice on searching for investment properties
    • 3-step exit strategy for your short-term rental developments
    • Sources of financing that can accelerate your portfolio
    • Why you should know your construction draw schedule
    • 2 main short-term rental mistakes you must avoid 


    Resources Mentioned in This Episode 


    About Alex Jarbo 

    Alex is a short-term rental developer and manager. He was born and raised in Detroit, Michigan. He served in the marine corps for four and a half years, where he was stationed in Washington, DC. He left the Marine Corps at 22 years old to pursue his career as a real estate professional. He is the founder and CEO of Sargon Investments and he has a goal of developing 650 cabins in the next 3 years. 

    Alex holds an MBA with a concentration in Real Estate Development and is currently finishing a doctorate in business with a concentration in leadership. He is the host of the YouTube Channel Alex Builds where he teaches the ins and outs of short-term development and management.  


    Connect with Alex 


    Connect With Us

    Please visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!

    Sponsors

    Grow Your Show, LLC

    Thinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?
    Visit
    GrowYourShow.com and Schedule a call with Adam A. Adams.

    From eCommerce launch to sale, how to exit your brand in 3 years

    From eCommerce launch to sale, how to exit your brand in 3 years

    In this episode we talk about launching and selling your eCommerce business and how to build a successful exit strategy.

    We have a special guest Ben Leonard, co-founder of Ecom Brokers. Ben understands what it takes to grow and sell an international eCommerce brand having grown and sold his own 7-figure brand in just 3 years! Ben now helps other sellers do the same with his ecommerce consultancy and brokerage.

    If you want to know more about how Ben can help you plan your exit strategy and sell your ecommerce business, reach out to him at benleonard.pro or Ecom Brokers. 



    67. How To Create A Growth Engine For Startups To Survive, Thrive, & Stay Alive

    67. How To Create A Growth Engine For Startups To Survive, Thrive, & Stay Alive

    Less than 10% of all startups will succeed. Why aren't more succeeding? Because they don't implement and excel at building a custom growth engine designed for the sustainability and scalability of their startup to achieve hyper-growth and longevity, whether that's to become one of the new breeds of legacy brands or to sell or eventually be acquired. Learn how to attract and convert your ICP from your content velocity and the concepts to increase the valuation of your MVP in this episode.

    I spoke to hundreds of startup founders as a keynote speaker at Glorium Technologies' Startups: Funding & Beyond 2022, where I gave all the essential tea to building the infrastructure and instilling the concepts necessary for your startup to be among the 10% that make it all the way. This episode pulls from my live keynote as well as my book. The link to the full keynote is below.

    Beyond The Episode Gems:

    See what the HubSpot CRM can do for your business at HubSpot.com

    See all of the podcasts on the HubSpot Podcast Network

    Watch my keynote session at Startups: Funding & Beyond 2022

    Get Two Free Months of Agorapulse on me: Social.Agorapulse.com/FindTroy

    Discover how Agorapulse is helping businesses measure the impact of social media and prove ROI

    Get Your FREE Tickets to the World's Largest Virtual Email Marketing Conference -- Guru Conference

    Buy my book Strategize Up to get the blueprint for maximizing the growth potential of your business.

    #####

    Support The Podcast & Connect With Troy: 

    • Rate & Review iDigress: iDigress.fm/Reviews

    • Get Strategy Solutions & Services: FindTroy.com

    •  Buy Troy's Book, Strategize Up: FindTroy.com/Strategize-Up

    •  Follow Troy on Twitter: Twitter.com/FindTroy

    •  Follow Troy on LinkedIn: LinkedIn.com/in/FindTroy

     

    EP52 - What is Your Scalability Quotient

    EP52 - What is Your Scalability Quotient

    If you get hit by a bus right now, what do you think will happen to your business? 

    This is a question that will urge you to evaluate your business. If you are an entrepreneur who thinks that your business will go downfall when you are not around, you should listen to this podcast to know exactly what aspects of your business are at high risk or needs improvement. Adapt the balanced scorecard, and take the 12 Scalability Quotient test. Practice getting an assessment of where you are as an entrepreneur right now in your business.

    https://daretoscale.com/52