Episodes

“The biggest way to prepare for how to say no is to learn how to stop saying yes.” - Glenn Poulis Glenn Poulis is the co-founder vice president and general manager of Gap Wireless Inc. A leading distributor for the mobile broadband infrastructure market. With over three decades of experience in sales, he has developed a successful belief and strategy system by spending thousands of hours in the field or on the phone with customers and working with salespeople in several successful companies. Af...

“The future is just something that we can think about. And the past is something we've already done. It's all about now.” - Pete Mohr Pete Mohr helps entrepreneurs transform their frustrations into freedoms by using a variety of frameworks that help them cut through the chaos and overwhelm of running a business. With over 25 years as a business owner, he's refined many of his tips, tools and techniques in the trenches within his own businesses. You own your business. It shouldn't own, you. It's ...

“Allow for the person you are helping to be the hero.” - Dana P. Rowe Dana's musical theatre works are performed worldwide. His scores for The Fix and The Witches Of Eastwick, produced in London by Sir Cameron Mackintosh, earned critical acclaim and two Olivier Award nominations for best new musical. Rowe also provides original music for film and media. He recently scored the documentary Crystal City, a hard-hitting look into the crystal meth epidemic and its impact on New York City's LGBTQ com...

“The most costly mistake you can make when it comes to sales tax is ignoring the current situation or marketplace.” - Jason Parr Jason Parr has dedicated his career to helping companies find peace of mind when it comes to state and local tax (SALT), especially sales tax. He has been with Peisner Johnson for 25 years. He currently serves as its President and CEO and has deep experience with all services offered by Peisner Johnson. Having "grown-up" in the SALT arena, he has gained expertise on ho...

“In order for businesses and employers and employees to thrive they need the capital markets to work well.” - Rene Robichaud Rene Robichaud is Chairman and Partner at ArkMalibu. He has helped hundreds of companies think strategically and become more successful. Rene has been president and CEO of two public companies for a total of 10 years. Most recently, he served as the President and CEO of Layne Christensen (a NASDAQ company). Prior to that, he served as President and CEO of NS Group (NYSE), ...

“Be very careful when you choose business partners.” - Josh Lindsey Josh Lindsey Utah is the managing partner of American Business Brokers harboring nearly a decade and a half in mergers and acquisitions. He took one of his personal companies public in 2006. Josh's exceptional business acumen has allowed him to position and sell businesses at values ranging from $100,000 to over $50 million. Some of these transactions have included financial service companies, online e-commerce stores, furniture...

“It's all about how to run a business without it running you” - Jodie Cook Jodie Cook is a Forbes 30 under 30 social entrepreneur in Europe. In 2011, Jodie started a digital agency that was later acquired in 2021. Alongside running a business, Jodie writes books and articles about entrepreneurship and powerlifting. Jodie's books include Stop Acting Like You're Going to Live Forever, Daily Me, and Instagram Rules. Jodie also co-wrote How to Raise Entrepreneurial Kids and the clever Tykes storyboo...

“Business relationships are what separate the winners from the losers.” - Jeffrey Feldberg Jeffrey Feldberg is the co-founder of Deep Wealth. The M&A journey for Jeffrey began when he said "no" to a 7-figure and "yes" to mastering the art and science of a liquidity event. Two years later, Jeffrey said "yes" to a 9-figure offer. During the process, Jeffrey increased his company value by 10X. How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created...

“The learning becomes part of the joy.” - Dan Rogers Dan Rogers never expected to go from rolling burritos to becoming the CEO of his own company Point to Point Transportation. In defying the odds and always looking to challenge the status quo, he helped to grow a quick-serve restaurant chain, tripled annual sales for an existing book of business, and pivoted his own company to navigate tremendous growth; the 2008 recession; and being listed for seven consecutive years of Inc 5000 listings. Da...

“There's a real joy and figuring out the solutions to people's problems.” - Chris Morton Chris Morton is an operating partner at Orchid Black. Chris launches and accelerates the profitable growth of companies by creatively mapping technology to successful business models and market penetration strategies, leveraging industry partnerships, and securing institutional and strategic investment. Highlights for Chris include being the co-founder of SkyCross which sold over 750 million antennas and ...

“You have to think differently. ” - Henry Daas Henry Daas is a serial entrepreneur, business coach, screenwriter, and self-described ordinary guy, and now a personal financial coach. Born in Brooklyn at the tail end of the Eisenhower years, Henry has lived his entire life in and around New York City. Henry who's focused his life around money from cutting lawns as a kid to managing a stock portfolio as an adult and everything else in between. Henry built his consulting business DaasKnowledge to ...

“Peoples' currency is often praise and not money.” - Jeffrey Feldberg Jeffrey Feldberg is the co-founder of Deep Wealth. The M&A journey for Jeffrey began when he said "no" to a 7-figure and "yes" to mastering the art and science of a liquidity event. Two years later, Jeffrey said "yes" to a 9-figure offer. During the process, Jeffrey increased his company value by 10X. How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created the 9-step roadmap of p...

“Create your life so your work is play and your play is work.” - Rich Kozak Rich Kozak is rocket fuel for people who want their brand to impact others' lives or the world. Rich is a sage voice of Impact Driven Branding. Rich's the Los Angeles coauthor of Cracking The Rich Code Volume Six, an Amazon bestseller in several countries where he tells his story to find your purpose and grow your business after these apocalyptic times. His next book Impact Driven Branding, The Brand You Will Become:...

"The wisdom that I have today as a result of the path that I've chosen." - Ted Lindsley Ted Lindsley is a serial startup, CEO, and technopreneur with three successful ventures under his belt and two exits, including one to a $2.5 billion NASDAQ traded company. He has a proven track record of recruiting exceptional talent and leading those teams to achieve success. Ted has raised millions of dollars in venture capital, secured over 20 patents, has been interviewed on every major television netwo...

“Don't worry about it, it's all going to be fine. Just relax and enjoy the journey.” - Bharat Kanodia Bharat Kanodia has valued over 2000 businesses and signed off on assets worth $2.6 trillion in value. He has appraised unique assets, like the Golden Gate Bridge, Atlanta Airport, Uber, Airbnb, Yahoo!, Brooklyn Bridge, and Mirage Casino in Las Vegas among many others. Bharat is the founder of Veristrat a company that helps startup founders and VCs by telling them what their companies are worth....

“Be yourself. The universe has your back. Enjoy the ride.” - Jeff Munn Jeff Munn helps frustrated executives and business owners take the leap into the bigger mission that's calling them. As an Executive Coach, Jeff helps clients see work and career as a spiritual journey. Business owners and executives want to make the world a better place while creating an abundant life for themselves and loved ones. A healthy bottom line is often no longer enough and simply managing a business no longer moves...

“The more that you can simplify your life, the more that you can appreciate and be grateful for what is right in front of you.” - Sandy Vo Sandy Vo is a visionary, meditation teacher, and Yogi. She's the founder of the globally rated Prosperous The Podcast and her signature transformation program, Prosperous: School of Self-realization a 90-day integrative breakthrough experience for modern-day leaders. Sandy encountered the path of meditation after living with crippling depression and anxiety ...

“Where I am today is because of the things I've done in the past.” - Andy Cabasso Andy Cabasso is a startup founder, speaker, lawyer, former Guinness World Record holder, and occasional wedding officiant. He is the co-founder of Postaga, an all-in-one platform for link building and email outreach. Prior to Postaga, Andy started grew and then successfully sold a digital marketing agency for seven figures. Before building his agency, Andy practiced law. Please enjoy! Click here to subscribe to T...

Dave's Zumpano was born and raised in Central New York. Dave began his professional career with Price Waterhouse and graduated from Syracuse College of law in 1992. Dave has founded The Estate Planning Law Center, The Estate Planning Protection Trust Medicaid Practice Systems, and provided the first cloud-based law practice management system, integrated with documentation creation software for estate, Medicaid, and asset protection planning law firms. In 2021 Dave's newest innovation Guidr, a di...

Prantik Mazumdar is an entrepreneur and venture investor and acts as a digital transformation catalyst in organizations to drive sustainable change and impact. He started his entrepreneurial journey with Happy Marketer in 2011 where he spent a decade building and scaling up one of the best and most awarded independent digital marketing services firm in the region that served brands like Standard Chartered Bank, Coffee, Bean and Tea Leaf, Starbucks. Kimberly Clark. Property Guru, StarHub, Kaplan,...

"Employees don't quit jobs, but instead, quit toxic cultures” - Jeffrey Feldberg ‍ Jeffrey Feldberg is the co-founder of Deep Wealth. The M&A journey for Jeffrey began when he said "no" to a 7-figure and "yes" to mastering the art and science of a liquid...

"Do what's right and get help doing anything that you're not great at.” - Mike Malatesta Mike Malatesta is a successful entrepreneur and business executive who founded, built, and sold one of the largest environmental service companies in the upper Midwe...

“Enjoy the journey so you can relish the time on the core things you want.” - Adam Blakney "You're going to have to live in the world as it is today. Not in the world that maybe we wish we had” - Josh Peck Running a lean single-family office isn't easy, ...

"Be confident in the decisions that you're making with the information that you have at the time" - Mark Colgan. Mark Colgan is an entrepreneur and revenue leader responsible for increasing revenue across a small portfolio of companies where he leverages...