rise25

Jayson Siano is the Founder and CEO of Sabre Real Estate Advisors, a full-service boutique real estate advisory firm specializing in tenant/owner representation, investment sales, and development/construction services. As an entrepreneur and commercial real estate executive, Jayson advises and scales some of the most successful brands in the world. His client list includes Chipotle, Starbucks, Orangetheory Fitness, and Massage Envy, among others.

In this episode…

Join Chad Franzen in today’s episode of the SpotOn Series as he hosts Jayson Siano, Founder and CEO of Sabre Real Estate Advisors and CRE Digital Army, to discuss his collaborative process for advising restaurant brands. Jayson shares how he began consulting well-known brands, the principal characteristics of an entrepreneur, and the importance of collaboration in the real estate industry.

Elaina Morris is the Founding Partner, President, and CEO of Ascend Hospitality Group, which delivers world-class hospitality and culinary experiences across the Pacific Northwest. As an accomplished business owner and community leader, Elaina has over 20 years of experience developing concepts and creating value in various industries. She serves as a trustee for the Washington Hospitality Association’s Education Foundation, Bellevue Chamber of Commerce, Samena Club, and Rainier Athletics.

In this episode…

Join Chad Franzen of Rise25 in today’s episode of the SpotOn Series as he chats with Elaina Morris, Founding Partner, President, and CEO of Ascend Hospitality Group, about achieving entrepreneurial success in the restaurant industry. Elaina shares how Ascend expanded following a major setback, how she launched Ascend and its various brands, and the lessons she learned as a franchisee.

Karl Goodhew is the Chief Technology Officer at BurgerFi, one of the nation’s fastest-growing premium, fast-casual restaurant concepts with 116 locations. As a proven engineer and product leader, he has over 15 years of experience in software development, with more than six years spent managing and overseeing enterprise-level programs.

In this episode…

In today’s episode of the SpotOn Series, join Chad Franzen of Rise25 as he sits down with Karl Goodhew, Chief Technology Officer at BurgerFi, to talk about innovative restaurant concepts. Karl discusses BurgerFi’s innovative technologies, the importance of innovation in the food service industry, and his transition from retail to restaurants. Tune in!

Todd Taskey is an investment banker and M&A Advisor at Potomac Business Capital, a company focused on helping businesses with company evolution, exit planning, and M&A investing. Before joining Potomac, Todd was the Principal (Certified Financial Planner) at Solutions Planning Group, Inc. Todd is an Angel Investor for many companies including Zoomph, StreetShares, and LiveSafe. 

In this episode…

Are you considering selling your business for more growth opportunities? How can you ensure that your acquisition is profitable?

Investment banker and M&A advisor at Potomac Business Capital, Todd Taskey, talks about how to prepare for business acquisitions in a dynamic market. With Dr. Jeremy Weisz of Rise25, Todd shares how the current market affects business deals, the two major types of transactions, and what sellers should expect regarding valuation deal structures.

Tim Prunyi is the Director of Academics at Prep Expert, one of the fastest-growing ed-tech companies specializing in online SAT and ACT preparation. By offering full-length and live online courses, on-demand video courses, one-on-one private tutoring, and more, Tim and his team are helping students get life-changing scholarship money and admission into the college of their dreams. His mission is to revolutionize STEM education.

In this episode…

Have you ever thought of getting a private tutor for your child? What are the benefits of a one-on-one session? Can this kind of tutoring really make a difference in your student’s test scores?

One-on-one tutoring is the best way to personalize the exam preparation process because it tailors the session to the needs of the individual student, which is hard even for the best teachers to do in a larger group setting. The tutor gets to focus on specific areas the students need to improve on. This level of attention ultimately boosts the student’s performance and grade on the exam, and increases their chances of getting into the college of their dreams.

In this episode of The Parents of High-Achieving Students Podcast, Tim Prunyi, the Director of Academics at Prep Expert, is interviewed by Dr. Jeremy Weisz, the Co-founder of Rise25, to discuss the benefits of securing private one-on-one tutoring for your child. Tim explains the reasons why parents should get a one-on-one tutor for their children, the subjects that Prep Expert offers for one-on-one tutoring, and how they vet the tutors they hire and match them with the students.

Alexi Cashen is the Co-founder and CEO of Elenteny Imports, a multifaceted logistics company dedicated to growing its partners’ businesses in the wine, beer, and spirits industry. She is also the Founder and Chief Revenue Officer of St. Hildie's Spiked Tincture Tonics, boozy craft tonics made with natural ingredients and botanical tinctures. 

Alexi is fondly called the “Chief Executive Optimist” — spreading the gospel of empathetic customer service, sales panache, and meticulous operations. She scours ideas and drives home solutions, strategy, and above all else, positivity! Alexi is also the host of The Alexi Cashen Podcast, where she talks with inspirational people in the wine, beer, and spirits space.

In this episode…

Ever wondered how — and why — brands scale and thrive in the wine and alcohol beverage industry? Where can you find the tools for success of brands that engage in the same struggles?

This week, Alexi Cashen highlights brand e-commerce, retail models, and entrepreneurial struggles and solutions in the wine and beverage industry. From flavors and ingredients, mentorships and inspiring women’s roles, and importing and distribution, this episode has it all. Dig into this collection of inspiring stories and industry aspects.

In this episode of The Alexi Cashen Podcast, Rise25 Co-founder John Corcoran sits down with host Alexi Cashen to talk about Alexi’s most memorable past episodes and encouraging conversations. Alexi shares how brands pivoted during challenging times to produce growth, ways women are refashioning the industry, and how the alcohol beverage industry is embracing diversity and inclusion.

Tim Prunyi is the Director of Academics at Prep Expert, one of the fastest-growing ed-tech companies that specializes in online SAT and ACT preparation. By offering full-length and live online courses, on-demand video courses, one-on-one private tutoring, and more, Tim and his team are helping students get life-changing scholarship money and admission into the college of their dreams. His mission is to revolutionize STEM education. 

In this episode…

How does your child perform on tests? Do they pass with flying colors, just make it by, or fall short? No matter where they’re at right now, what if you could give their ACT and SAT scores a comprehensive boost?

According to Tim Prunyi, the current education system is preparing students for the 19th Century instead of the 21st. What students need to become better test takers is multifold: early preparation, practice tests, and a distraction-free study environment, to name a few. Enter Prep Expert, an ed-tech company that’s here to revolutionize education. 

In this episode of The Parents of High-Achieving Students Podcast, Tim Prunyi, the Director of Academics at Prep Expert, is interviewed by Dr. Jeremy Weisz, the Co-founder of Rise25, to discuss the ways parents can raise their child’s ACT and SAT scores. Tim explains the tips and tricks students should use to pass a test, the mistakes students make while preparing and taking a test, and why you should invest with Prep Expert. Tune in to learn test-taking strategies that have been proven to work.

Nick Araco is the Founder and CEO of AchieveNEXT, a peer-led advisory network organization that empowers market leaders and their teams to meet ambitious growth goals. Over the last 20 years, Nick has helped facilitate a community of forward-thinking, entrepreneurial-minded, and financially educated C-Suite executives across industries. He serves as the voice of the CFO community, representing over 10,000 leaders and members of The CFO Alliance and The CHRO Alliance.

Prior to founding AchieveNEXT, Nick served in growth strategy and business development leadership roles for companies including Drinker Biddle & Reath LLP and RSM US. He is currently a renowned public speaker, a recognized global business leader, and the host of the Level Up podcast.

In this episode…

Creating and managing a business can be a daunting task. Where can you find industry experts to help you build your team and achieve next-level performance?

For Nick Araco, interviewing today’s top leaders has given him an inside look at the biggest challenges affecting executives and their teams — and the tools to overcome them. This week, Nick shares key insights into cultivating a workplace environment that is inclusive, making your team feel valued, and empowering the next generation of entrepreneurs to create a more diverse and connected world. There’s something for everyone in this episode.

In this episode of Level Up, Rise25 Co-founder Dr. Jeremy Weisz sits down with host Nick Araco to talk about some of the major lessons and insights from Nick’s past podcast episodes. Nick shares how consistency and sincerity produce growth, the importance of cultivating a diverse and inclusive work environment, and the key qualities that make a great leader.

Todd Taskey is an investment banker and M&A Advisor at Potomac Business Capital, a company focused on helping businesses with company evolution, exit planning, and M&A investing. Before joining Potomac, Todd was the Principal (Certified Financial Planner) at Solutions Planning Group, Inc. Todd is an Angel Investor for many companies including Zoomph, StreetShares, and LiveSafe.

In this episode…

What details matter most to buyers and sellers? What makes two companies a good fit for each other?

Investment banker and M&A Advisor at Potomac Business Capital, Todd Taskey, discusses what you need to know for successful transactions from the last year of podcast guests. With Dr. Jeremy Weisz of Rise25, Todd discusses several transactions he helped coordinate, stories of incredible founders, and the nitty-gritty details that make a transaction profitable for both parties. 

Todd Taskey is an investment banker and M&A Advisor at Potomac Business Capital, a company focused on helping businesses with company evolution, exit planning, and M&A investing. Before joining Potomac, Todd was the Principal (Certified Financial Planner) at Solutions Planning Group, Inc. Todd is an Angel Investor for many companies including Zoomph, StreetShares, and LiveSafe.

In this episode…

What are the advantages and disadvantages of setting up an earn-out for your business acquisition? How can you make sure you don’t lose money in the process?

Investment banker and M&A Advisor at Potomac Business Capital, Todd Taskey, talks about how to avoid the common pitfalls that can happen when structuring an earn-out. With Dr. Jeremy Weisz of Rise25, Todd discusses the criteria for a successful earn-out, tips for negotiating with a private equity firm, and the Waterfall principle of acquisition.

Todd Taskey is an investment banker and M&A Advisor at Potomac Business Capital, a company focused on helping businesses with company evolution, exit planning, and M&A investing. Before joining Potomac, Todd was the Principal (Certified Financial Planner) at Solutions Planning Group, Inc. Todd is an Angel Investor for many companies including Zoomph, StreetShares, and LiveSafe.

In this episode…

How can businesses earn more from their second bites? What are the two sentences that can make or break a profitable deal? Todd Taskey knows and is here to share them with you.

On this episode of the Second Bite Podcast, Dr. Jeremy Weisz has a conversation with M&A Advisor at Potomac Business Capital, Todd Taskey. They discuss successful exit strategies, how to gain more profit when selling a business, the relationship between sellers and buyers, and much more.

Todd Taskey is an investment banker and M&A Advisor at Potomac Business Capital, a company focused on helping businesses with company evolution, exit planning, and M&A investing. Before joining Potomac, Todd was the Principal (Certified Financial Planner) at Solutions Planning Group, Inc. Todd is an Angel Investor for many companies including Zoomph, StreetShares, and LiveSafe.

In this episode…

What process goes into making a successful exit out of a business? Is it possible to make an exit strategy fun? Todd Taskey is here to tell you.

On this first episode of the Second Bite Podcast, Dr. Jeremy Weisz talks with M&A Advisor at Potomac Business Capital, Todd Taskey, about Potomac’s process and strategy for helping businesses make an exit, why the second bite matters, and much more.

Darren Farwell is the Founder of The Farwell Group and the Senior Wealth Advisor and Director, Wealth Management at Scotia Wealth Management. With The Farwell Group, Darren and his team provide simplicity and convenience to the total wealth management experience of successful investors and time starved entrepreneurs. 

Darren has over five professional certifications and has been featured in publications such as the Business News Network (BNN), Zoomer Radio, City News, Financial Post, and more. Outside of the office, he is an avid skier, golfer, and fitness enthusiast.

Pari Christides is an Estate and Trust Consultant for The Bank of Nova Scotia Trust Company. She began working at Scotiabank in 2002, and, in her current position, Pari is responsible for providing advice and guidance to clients for their will and estate planning strategies.

Pari is a member of The Society of Trust and Estate Practitioners and holds the Trust and Estate Practitioner and Member, Trust Institute designations. She has also completed the Canadian Securities Course through the Canadian Securities Institute.

In this episode…

Let’s face it: the future is unpredictable. You don’t know when—or how—you’re going to pass. So, how can you make sure the people and causes you care about are financially provided for?

Though you might not realize it, you may need the help of a trust and estate planning specialist. This type of specialist can provide top-notch advice and guidance on how to plan your will and pass on your wealth to the next generation. The experienced team at The Farwell Group know that you want the absolute best for your family—and that’s why you need the best financial specialists in the business to help you create a customized financial plan. 

In this episode of The What Has Changed Podcast, Rise25 Co-founder Dr. Jeremy Weisz sits down with Darren Farwell and Pari Christides to discuss navigating the transition of wealth from one generation to the next. Listen in to discover when to hire an estate planning specialist, what type of trust to use, and the overwhelming benefits of creating a comprehensive financial plan today. Stay tuned!

Darren Farwell is the Founder of The Farwell Group and the Senior Wealth Advisor and Director, Wealth Management at Scotia Wealth Management. With The Farwell Group, Darren and his team provide simplicity and convenience to the total wealth management experience of successful investors and time starved entrepreneurs. 

Darren has over five professional certifications and has been featured in publications such as the Business News Network (BNN), Zoomer Radio, City News, Financial Post, and more. Outside of the office, he is an avid skier, golfer, and fitness enthusiast.

Maddalena (Maddy) Marchese is an insurance and estate planning specialist with decades of experience providing advanced solutions to business owners, executives, and professionals. Maddy joined ScotiaMcLeod in 2002 and is now the Director of Scotia Wealth Insurance Services. In her role as Director, she assesses clients’ needs and provides tax-exempt solutions to help protect their accumulated wealth and reduce the tax burden on their estate.

In this episode…

When it comes to insurance, your decisions aren’t just about your future financial security—they’re also about creating a high-quality estate for your family. But, where do you even start? How do you know which insurance policy will serve you—and your loved ones—best?

The team of specialists at The Farwell Group know that you want to establish a lasting legacy. That’s why their top priority is aiding you through the complex process of finding the right insurance policy for your situation. So, whether you are retiring, recovering from the loss of a spouse, or simply planning for your future, this episode of The What Has Changed Podcast has in-depth and practical advice to help you through your big life transition!

In this episode of The What Has Changed Podcast, Rise25 Co-founder Dr. Jeremy Weisz sits down with Darren Farwell and Maddy Marchese to discuss mitigating risk and leaving a financial legacy. Listen in as Darren and Maddy explain the difference between term and whole life insurance, how to approach insurance premiums, and their best practices for maximizing insurance quality while minimizing costs. Stay tuned!

Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community. 

Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group.

Allan’s practice started in 1992 and has transformed from offering traditional accounting services to his clients to advising them on tax-related issues and providing them with tax planning services that help restore financial stability to both their professional and personal lives.

In this episode…

The IRS day of reckoning is here. You just received the infamous letter from the IRS — a letter to seize assets. “How did I get here?” You wonder in confusion. The answer is right inside your desk drawer; you ignored the previous letters from the IRS, and now they’re moving in on you. 

What do you do now? How do you stop the IRS from carrying out their threat to seize your assets? According to Allan Rolnick, it’s OK to be frightened — but you shouldn’t panic. There are certain steps you can take to stop the IRS from collecting your holdings. So, where do you begin? 

Listen to this episode of The Tax Resolution Ninja Show with Allan Rolnick, featuring guest interviewer Dr. Jeremy Weisz of Rise25. They discuss what the IRS letter to seize assets means and how to stop it from happening. Allan talks about the two ways of getting a hold placed on the IRS asset seizure order, how to avoid scams, and more! Stay tuned.

Darren Farwell is the Founder of The Farwell Group and the Senior Wealth Advisor and Director, Wealth Management at Scotia Wealth Management. With The Farwell Group, Darren and his team provide simplicity and convenience to the total wealth management experience of successful investors and time starved entrepreneurs. 

Darren has over five professional certifications and has been featured in publications such as the Business News Network (BNN), Zoomer Radio, City News, Financial Post, and more. Outside of the office, he is an avid skier, golfer, and fitness enthusiast.

In this episode…

Are you worried about your financial future? Does the complexity of your current financial situation make you feel confused or helpless? If so, you are not alone.

Handling the intricacies of your financial situation is incredibly difficult, especially during a significant life transition. That’s why Darren Farwell founded The Farwell Group, a team of specialists that provides simplicity to the total wealth management experience. By providing the resources and expertise you need, Darren and his team are able to help you transition from a complex, high-stress financial situation into a simple, worry-free one. 

In this episode of The What Has Changed Podcast, Rise25 Co-founder Dr. Jeremy Weisz sits down with Darren Farwell of The Farwell Group to discuss how to navigate complex financial situations. Listen in as Darren reveals how to construct a supportive team of specialists, some of the most complex financial situations he has experienced, and when you should reach out to a financial advisor for guidance. Stay tuned!

Darren Farwell is the founder of the Farwell Group and the senior wealth advisor and director at Scotia Wealth Management. With The Farwell Group, Darren and his team provide simplicity and convenience to the total wealth management experience of successful investors and time starved entrepreneurs. 

Darren has over five professional certifications and has been featured in publications such as the Business News Network (BNN), Zoomer Radio, City News, Financial Post, and more. Outside of the office, he is an avid skier, golfer, and fitness enthusiast.

Eddy Leung is a Portfolio Manager and Wealth Advisor at The Farwell Group at Scotia Wealth Management. Over his past 20 years in the wealth management field, Eddy has managed and advised clients through three challenging bear markets. 

Since becoming a Portfolio Manager and completing his CFA charter in 2013, Eddy has built and managed customized portfolios for high net worth investors to capitalize on turbulent market trends.

In this episode…

Let’s face it: investing is difficult. From the many factors to consider before making an investment, such as when and where to invest, to the jargon thrown around by financial gurus—like “Santa Claus Rally” and “tax efficiency”—it’s easy to feel confused, anxious, and overwhelmed.

Thankfully, financial wealth specialist Darren Farwell of the Farwell Group has five foundational investment principles to guide you through the complicated investment process: diversification, tax efficiency, active management, quality source of income, and rebalancing. By following Darren’s five principles, you’ll be making prudent and profitable investments in no time!

In this episode of The What Has Changed Podcast, Rise25 Co-founder Dr. Jeremy Weisz interviews Darren Farwell and Eddy Leung of The Farwell Group about the dos and don’ts of investing. Listen in as Darren and Eddy talk about everything from the five foundational investment principles to the curious Santa Claus Rally phenomenon—you don’t want to miss this enlightening episode!

Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community. 

Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group.

Allan’s practice started in 1992 and has transformed from offering traditional accounting services to his clients to advising them on tax-related issues and providing them with tax planning services that help restore financial stability to both their professional and personal lives.

In this episode…

Getting a letter from the IRS can be super stressful, especially when you don’t know how to handle it. Of the different types of letters from the IRS, the letter saying you owe money is the one of the scariest.

According to Allan Rolnick, you could get this letter if the IRS discovers that you failed to include an income source in your tax returns. Whether they’re right—or mistaken—it’s crucial to know how to handle the situation. So what should you do if you receive this letter from the IRS?

Listen to this episode of The Tax Resolution Ninja Show with Allan Rolnick. Learn more as his guest interviewer, Dr. Jeremy Weisz of Rise25, interviews Allan about the IRS letter saying you owe money. Allan talks about what the letter means and what to do when you receive it. Stay tuned.

Allan Rolnick is a Managing Member and the Founder of Tristate Tax Resolution LLC, a tax consulting firm based in New York City. He graduated with an MBA in Accounting from Hofstra University before starting his practice, focusing on serving the small business community. 

Allan is a member of the New York State Society of CPAs, the American Society of Tax Problem Solvers, the Tax Rep Network LLC, the American Society of Certified Tax Coaches, and the National Association of Tax Professionals. He also is a member of Roz Strategies Platinum Mastermind Group.

Allan’s practice started in 1992 and has transformed from offering traditional accounting services to his clients to advising them on tax-related issues and providing them with tax planning services that help restore financial stability to both their professional and personal lives.

In this episode…

The discrepancy letter is a letter you get from the IRS informing you of an unreported income that you should have reported. When that happens, what do you do? Do you open the letter, read it and file it away? 

According to Allan Rolnick, there are certain steps you should take after receiving the discrepancy letter. If you don’t follow those steps, the IRS may throw you a party you don’t want to attend. So what exactly should you do? 

Listen to this episode of The Tax Resolution Ninja Show with Allan Rolnick. Learn more as his guest interviewer, Dr. Jeremy Weisz of Rise25, interviews Allan about the discrepancy letter, what it means, and what to do when you receive it. Stay tuned.

Darren Farwell is the Founder of The Farwell Group and the Senior Wealth Advisor and Director, Wealth Management at Scotia Wealth Management. With The Farwell Group, Darren and his team provide simplicity and convenience to the total wealth management experience of successful investors and time starved entrepreneurs.

Darren has over five professional certifications and has been featured in publications such as the Business News Network (BNN), Zoomer Radio, City News, Financial Post, and more. Outside of the office, he is an avid skier, golfer, and fitness enthusiast.

In this episode...

Do you want to know how to manage and grow your wealth over time? Are you looking for a tried and true method for creating a prosperous financial future? If so, this episode of The What Has Changed Podcast is for you! 

According to Darren Farwell of The Farwell Group, a personal financial roadmap can help you navigate treacherous waters and bring you safely to your financial goals. As he says, this roadmap provides a destination—so regardless of which route you take, you’ll always know where you’re headed! 

In this episode of The What Has Changed Podcast, Rise25 Co-founder Dr. Jeremy Weisz interviews Darren Farwell, the Founder of The Farwell Group, to discuss the 5 stages of creating a personal financial roadmap. By following these stages—identifying your financial and lifestyle objectives, designing your strategic wealth plan, managing your investments, tracking your progress, and establishing your communication preferences—you can map out your financial future with ease. Stay tuned!