• S1 Ep. 7: The journey from starting to selling a company...
    Jul 27 2018

    In this episode Jonathan discusses the journey of creating a company to selling a company. He outlines the twelve steps to create value within a company, outlines the process for selling a business, and the phases an investment banker will take you through to market your business.

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    27 mins
  • S1 Ep. 8: Is the elevator pitch really that important...?
    Jul 30 2018

    To often business owners explain their businesses by the features they offer rather than by the benefits the consumer will experience. The failure to adequately, and succinctly, explain what a business does can lead to confusion in the eyes of the consumer. A confusion that can cost the business dearly in their bottom line...

    In this episode Jonathan explores the concept of the "Elevator Pitch". He explains the purpose and need to explain what you do in one or two sentences AND provide enough intrigue to prompt a follow-on question.

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    11 mins
  • S1 Ep. 9: The habits behind the richest man in American History...
    Aug 1 2018

    In this episode Jonathan discusses the 10 habits that helped John D. Rockefeller build Standard Oil AND make him the wealthiest man in American history...

    Jonathan discusses each of the habits, how they apply to your company, and the importance of integrating them - instead of picking and choosing which ones to use...

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    21 mins
  • S1 Ep. 10: Going from $1mil to $10 mil requires this...
    Aug 3 2018

    In this episode Jonathan interviews one of the founders of a company that was an early adopter of value acceleration and is a leading exit planning firm in the market. Jonathan and his guest cover the three cornerstones of "Master Planning" and some of the questions every business owner should be asking themselves about their future!

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    29 mins
  • S1 Ep. 11: How "Master Planning" fits into your business...
    Aug 6 2018

    In this episode Jonathan continues his interview with Sean Hutchinson at SVA Value Accelerators LLC. They continue to explore the first leg of the "Master Plan" - value optimization.

    Furthermore, Sean outlines the importance of building a personal financial plan and a "life after plan" for those serious about positioning their company for a later transition - to another generation or to another buyer.

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    30 mins
  • S1 Ep. 12: Find out if your employees & your customers understand your company...
    Aug 8 2018

    In this episode Jonathan builds on some of the foundational basics discussed in previous episodes. He dives right into three critical components that HAVE TO permeate throughout your organization and even on to your customers if you plan to be successful for years to come...

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    13 mins
  • S1 Ep. 13: Building a legacy is more than meets the eye...
    Aug 10 2018

    In this episode Jonathan interviews two elder law attorneys on the importance of estate planning. He dives into the differences between estate attorneys and elder law attorneys. Furthermore, the group talks about the importance of specific documents and what could happen to you AND your loved ones if you don't have these in place...

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    25 mins
  • S1 Ep. 14: The truth behind what you pay the lawyer
    Aug 13 2018

    In this episode Jonathan continues with his interview of two elder law attorneys. He dives into the cost of estate documents, the perceived value of estate documents, and the real difference elder law attorneys offer the vast majority of Americans...

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    28 mins