How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Business - a podcast where we discuss valuable but sophistricated and complex growth and exit strategies - and make them easy to understand. Join us as w ...
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Getting 'Exit Planning' Out of Your Vocabulary with Bob St. Germain
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In this episode of "Elevate Your Business," Adam talks with Bob St. Germain, Managing Director and Principal at Corporate Finance Associates in Columbus, Ohio, about why exit planning is essential for business owners from day one. Bob explains the importance of integrating exit strategies from day one, transforming the way owners think about and pl…
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Simplifying Estate Planning with Dan Baron of Baron Law
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In this episode of "Elevate Your Business," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets.…
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Recruiting and Attracting Top Talent with Robb Christenson and Chuck Nauman of Peerless Search
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In this episode of "Elevate Your Business," Adam sits down with Robb Christenson and Chuck Nauman, Co-Founders and Partners at Peerless Search, a leading talent solutions firm specializing in Finance, Accounting, and Tech placements. Robb and Chuck share their insights on the current state of recruiting, emphasizing the crucial role of authenticity…
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CFO Secrets: Maximizing Profits with CFO Strategies with John Aman, Partner at B2BCFO
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In this episode of "Elevate Your Business," Adam welcomes John Aman, Partner at B2BCFO and a 30+ year veteran in the financial services industry. Specializing in lower and middle-market privately held companies with revenues ranging from $2 million to $60 million, John shares his expertise on how CFOs analyze financials to drive profit growth. Adam…
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In this episode of "Elevate Your Business," Adam sits down with David Hartley, Partner-In-Charge at Anders CPA and Advisory, to explore the evolving landscape of accounting, tax work, and CPA services in a post-pandemic world. David shares his insights on how the industry is changing, revealing what he sees as the "cheat code" to thriving in this n…
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Understanding ESOPs with Joseph Sophia, Troy Starr, and Greg Daugherty
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In this episode of "Elevate Your Business," Adam discusses Employee Stock Ownership Programs (ESOPs) with experts Joseph Sophia, Troy Starr, and Greg Daugherty. They explain how ESOPs work, differentiating them from other business exit plans and employee benefits. Learn about the benefits ESOPs offer to both employers and employees, making them an …
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Navigating Digital Business Acquisitions for IT Professionals with Michael Frew
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In this episode of "Elevate Your Business," Adam chats with Michael Frew of Dev Driven Acquisitions to explore the world of digital business acquisitions. Michael shares his journey from the corporate sphere of software engineering to online business purchases. He discusses the benefits for IT professionals of acquiring established online businesse…
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How To Use 1031s and DSTs To Minimize Real Estate Taxes with Greg Smith, VP of IPX1031
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6In this episode Adam sits down with Greg Smith, VP of IPX1031, to unravel the complexities of 1031 exchanges and Delaware Statutory Trusts (DSTs). As experts in the field, Greg and his team help real estate sellers minimize tax liabilities and reinvest those savings into their next ventures, making these tools invaluable for savvy investors. Throu…
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Mastering Financial Metrics and Team Building with Jody Grunden
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6In this episode of "Elevate Your Business," Adam sits down with Jody Grunden, Co-founder of Summit CPA Group and partner at Summit Virtual CFO by Anders. Summit Virtual CFO is recognized as the leading provider of virtual CFO services across North America, assisting over 100 businesses in maximizing profits, minimizing taxes, and increasing cash f…
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From Adversity to Thriving Restaurateur: A Conversation with Just Chicken Founder D'Andre Martin
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In this episode of "Elevate Your Business," Adam sits down with DeAndre Martin, the dynamic restaurateur behind Just Chicken, to delve into his remarkable journey from a troubled past to entrepreneurial success. D'Andre's story is one of resilience and transformation. Inspired by his hardworking mother, who juggled three jobs, and motivated by a pi…
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Unlocking College Savings: Tax-Free Tuition Hacks and Income Shifting Strategies with Amber Gilsdorf and Katie Cox
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In this engaging episode of "Elevate Your Business," host Adam Koos welcomes two expert guests: Amber Gilsdorf, Director of College Planning with Estrela Consulting, and Katie Cox, the owner of Katie Cox and Co., a boutique tax and accounting firm. Together, they delve into the pressing issue of the rising cost of college education and provide inva…
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Behind the Pages: Mastering Business Influence with Ghostwriter Extraordinaire, Michael Levin
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Tune in to the next episode of "Elevate Your Business" for an engaging discussion between host Adam Koos and Michael Levin, a seasoned ghostwriter with an impressive track record of over 1000 books spanning three decades. In this episode, they delve into the intricacies of avoiding the "commodity trap" and building trust in a landscape where establ…
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Bridging Talent and Opportunity: Inside HBCU Connect with CEO and Founder Will Moss
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Adam Koos sits down with Will Moss, the CEO and Founder of HBCU Connect, a pioneering online platform serving the students and alumni of Historically Black Colleges and Universities (HBCUs). Since its inception in 2002, HBCU Connect has grown to over 1.2 million members, becoming a vital hub for connecting talent with opportunities while serving th…
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Marketing and Digital Domination with Bill Kiefaber, President and Owner of Marketing Works
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Welcome to another insightful episode of Elevate Your Business with your host, Adam Koos. In this edition, Adam sits down with Bill Kiefaber, the esteemed President and Owner of Marketing Works, a true powerhouse in the realm of B2B marketing. With over three decades of experience under his belt, Bill has been instrumental in crafting integrated ma…
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Defining Success and Empowering CEOs with Kiley Peters, Executive Coach and Founder of RAYNE IX
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In this episode of "Elevate Your Business," host Adam Koos welcomes Kiley Peters, founder of RAYNE IX, to discuss her transition from running a profitable marketing firm to starting a consultancy aimed at empowering female CEOs. Kiley shares why she redefined her own metrics for success and how her new venture aligns with her passion for fostering …
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Cultivating Innovation and Culture: Insights from Dr. Jonathan Baktari MD, CEO of eNational Testing and Host of BaktariMD
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Tune in to this week's episode of Elevate Your Business as host Adam sits down with Dr. Jonathan Baktari MD, CEO of eNational Testing and host of the BaktariMD podcast. Dr. Baktari shares invaluable insights on cultivating a corporate culture conducive to innovation, outlining 5 essential ingredients for startup success. From fostering buy-in among…
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Appreciation Marketing and Making Customers For Life with Curtis Lewsey, Best Selling Author and Founder of AMCards
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Adam welcomes Curtis Lewsey, Founder of AMCards and Best Selling Co-Author of Appreciation Marketing: How to Achieve Greatness Through Gratitude. Curtis joins the show to talk about how his 15 years of cold-calling experience helped lead him to change his perspective on how he was selling to customers. Instead of marketing to potential leads Curtis…
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Tips To Improve Your Sales Team with Tim Byrd, CSL, of Sales Xceleration
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Adam welcomes Tim Byrd, CSL of Sales Xceleration to chat about the current state of sales teams within a company. With so many disruptions to the world over the last few years, Tim talks about the challenges of building a sales team in this new business world. Learn more about: - The things Tim looks for when evaluating sales teams - The impact of …
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The Greatest Tax Incentive Ever (and it's Going Away?) - Qualified Opportunity Zones with Andrew Doup
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Welcome to the inaugural episode of "The Elevate Your Business Podcast with Adam Koos"! In this debut episode, Adam Koos is joined by special guest Andrew Doup, Attorney and President of Syndication Counsel. Together, they delve into the fascinating world of Qualified Opportunity Zones (QOZ), exploring what they are, how they're determined, and who…
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How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Busines…
…
continue reading