Budget Your Business

Scott Geller
  • 5.0 (9)
  • Business
  • Updated Semiweekly

Budget Your Business - budgeting for every aspect of your small business - is a show for small business owners with less than $50M in revenue. If you are looking for actionable advice, practical tips, and techniques to budget every aspect of your business, this is the podcast dedicated to you. We host finance experts, subject matter experts, and small business owners to share their perspectives on planning for your business. Think of a deep dive for every part of your business and how to plan for it. Budget Your Business is hosted by Scott Geller who will share his experience working with corporations and small businesses, and guide you down the path of planning the financial future for your small business. Find more at: https://budgetyourbusinesspodcast.buzzsprout.com/ www.capitisadvisors.com https://www.linkedin.com/in/scott-geller-cfo/

  1. Jun 18

    Keeping Leaders Without Giving Away Equity with Devon Cury

    E#57: What does it take to keep your best leaders from leaving? In this episode, Scott Geller sits down with Devon Cury of Sasta Financial Group to discuss executive benefits and long-term incentive plans for small and mid-sized businesses. Devin explains how business owners can use customized retention strategies to reward key executives, protect company value, support succession planning, and create stronger leadership continuity. The conversation explores how executive benefits work, when they make sense, the financial considerations involved, and why investing in top talent can generate significant long-term returns for both the company and its leaders.  Podcast Recommendation: Success for the Athletic Minded Man Find out more about Devon Cury:  Sastafinancial.com Find more episodes on Apple podcast, Spotify, Amazon Music and here: https://budgetyourbusinesspodcast.buzzsprout.com/ Send us Fan Mail

    34 min

  2. Jun 4

    Are Budgets Helping or Hurting Your Business? Bjarte Bogsnes Take with Beyond Budgeting

    E#56: In this episode of Budget Your Business, Scott Geller welcomes Bjarte Bogsnes, one of the leading voices behind the Beyond Budgeting movement, to challenge traditional budgeting and management practices. Throw out the old corporate and welcome a refreshing new approach for large and small businesses. They discuss why annual budgets often create unintended behaviors, how separating target setting, forecasting, and resource allocation can improve decision-making, and why businesses should focus on adaptability rather than rigid plans. Bjarte shares practical examples from organizations that have embraced more dynamic planning methods and explains how small businesses can maintain the agility of a startup while still growing and scaling successfully. Book Recommendation:  This is Beyond Budgeting by Bjarte Bogsnes Find out more about Bjarte Bogsnes:  https://bogsnesadvisory.com/  BBRT.org  Find more episodes on Apple podcast, Spotify, Amazon Music and here: https://budgetyourbusinesspodcast.buzzsprout.com/ Send us Fan Mail

    36 min

  3. May 21

    The Business Exit Strategy Few Owners Understand … ESOPs with Katy Whitehead

    E#55: In this episode of Budget Your Business, Scott Geller sits down with Katy Whitehead to break down how ESOPs (Employee Stock Ownership Plans) work and why they are becoming an increasingly popular succession strategy for business owners. They discuss how ESOPs can help owners preserve company culture, reward employees, maintain independence, and create a long-term transition plan without selling to an outside buyer. Katy also explains the financial structure behind ESOPs, the role of cash flow and valuation, how employees benefit from ownership, and the key factors business owners should evaluate before considering an ESOP. Book Recommendation: The Five Types of Wealth by Sahil Bloom Find out more about Katy Whitehead: https://esoptrustcompany.com/  Find more episodes on Apple podcast, Spotify, Amazon Music and here: https://budgetyourbusinesspodcast.buzzsprout.com/ Send us Fan Mail

    35 min

  4. May 7

    Brant Lingle Reveals The Exit You Haven’t Planned Yet (hint, it’s Your Succession)

    E#54: In this episode, Scott sits down with Brant Lingle to unpack one of the most overlooked areas of business ownership: succession planning. They discuss why many owners delay or avoid these conversations, how early planning creates more options and better outcomes, and why communication with family, employees, and advisors is critical to getting it right. Brant shares practical ways to get started—from leveraging trusted advisors to building a long-term vision—and emphasizes that a well-executed transition creates clarity, reduces stress, and sets up both the current and next generation for success.  Book Recommendation: Harvard Business Review Find out more about Brant Lingle: https://www.linkedin.com/in/brantlingle/  Find more episodes on Apple podcast, Spotify, Amazon Music and here: https://budgetyourbusinesspodcast.buzzsprout.com/ Send us Fan Mail

    29 min

  5. Apr 23

    Bank Series Recap: What Every Banker Told Me (And What It Means for You)

    E#53: In this episode, Scott Geller wraps up the series he conducted with banking experts. He distills conversations with bankers across community, regional, CDFI, and large institutions (via a new and unique conversation style) into one clear takeaway. He breaks down how different banks serve different stages of growth, highlights why relationships with proactive bankers matter more than most owners realize, and challenges common misconceptions around lending. The episode closes with practical guidance on what actually gets deals done and helping business owners think more strategically about their banking partnerships.  Let Scott know what you thought of the Banking Series and whether you would like to listen to other series - throw in series ideas even! You can email him at scott.geller@capitisadvisors.com.  Book Recommendation: The Man Who Knew by Sebastian Mallaby Find out more about Scott Geller:  https://www.linkedin.com/in/scott-geller-cfo/ scott.geller@capitisadvisors.com  Find more episodes on Apple podcast, Spotify, Amazon Music and here: https://budgetyourbusinesspodcast.buzzsprout.com/ Send us Fan Mail

    27 min

  6. Apr 9

    Business Owner: Benny Bowman Reminds Owners That You’re Not Running This Forever—Now What?

    E#52: In this episode, Scott sits down with Benny Bowman, a former president turned advisor who shares a real-world perspective on leadership, planning, and building a business that can outlast you. Drawing from a career that grew a company from $6M to $36M, the conversation focuses on succession planning, involving the entire organization in budgeting, and why starting with sales goals is critical to any plan. They also explore the importance of balancing financial decisions with the human element, learning from past mistakes, and building financial strength outside the business. The episode wraps with practical insights on thinking beyond the day-to-day, planning for the end from the beginning, and leading in a way that is both strategic and human.  Book Recommendation:  Traction: Get A Grip On Your Business by Gino Wickman Floyd Wickman (Gino’s father) sales training Be Where Your Feet Are by Scott O'Neill  Find out more about Benny Bowman:  www.irongatecapital.com  https://www.linkedin.com/in/benny-bowman-06a42a11/ Find more episodes on Apple podcast, Spotify, Amazon Music and here: https://budgetyourbusinesspodcast.buzzsprout.com/ Send us Fan Mail

    32 min

  7. Mar 19

    Damion McIntosh Shares Why Your Bank Matters More Than You Think

    E#51: In this episode, Scott brings in unbiased banking expert Damion McIntosh. Damion is a banking and financial systems expert who helps small business owners think more strategically about their banking relationships. The conversation goes beyond simply choosing a “big” or “small” bank and explores how owners should evaluate banks based on their business model, financial strength, industry fit, geographic reach, service levels, and ability to grow alongside the company. They also discuss why business owners should treat bank selection as a true business decision, not just a matter of convenience, and why regularly reassessing that relationship is just as important as monitoring any other part of the business. The episode closes with practical guidance around running your small business.  Find out more about Damion McIntosh: https://www.linkedin.com/in/damion-mcintosh/  Find more episodes on Apple podcast, Spotify, Amazon Music and here: https://budgetyourbusinesspodcast.buzzsprout.com/ Send us Fan Mail

    41 min

  8. Mar 5

    50th Episode Celebration: A CFO Panel on What Business Owners Should Know

    E#50: In this special 50th episode of Budget Your Business, Scott Geller hosts a roundtable with finance leaders:  Andrew Marianski Heather Tuason Terrye Enslow  They discuss key financial topics that small business owners should focus on as they operate their companies. The conversation covers the importance of understanding core financial metrics such as cash flow, profitability, and working capital, along with how business owners can better interpret the drivers behind those numbers. The group also explores broader themes around managing growth, building the right leadership structure as a company evolves, and recognizing financial and operational risks before they become major problems. Throughout the discussion, the panel shares perspectives from their experience working with small and mid-sized businesses, offering guidance on how owners can think more strategically about their finances and leadership decisions. It’s a great insight into three finance minds that have seen “everything.”  Book Recommendation:  Marshall Goldsmith books Brene Brown books Incerto series by Nassim Nicholas Taleb Andrew D. Huberman books  Find out more about them:  Terrye Enslow: https://www.linkedin.com/in/terrye-enslow-1540645/  Heather Tuason: https://www.linkedin.com/in/heathertuason/  Andrew Marianski: https://www.linkedin.com/in/andrew-marianski/  Find more episodes on Apple podcast, Spotify, Amazon Music and here: https://budgetyourbusinesspodcast.buzzsprout.com/ Send us Fan Mail

    41 min
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Ratings & Reviews

5
out of 5
9 Ratings

About

Budget Your Business - budgeting for every aspect of your small business - is a show for small business owners with less than $50M in revenue. If you are looking for actionable advice, practical tips, and techniques to budget every aspect of your business, this is the podcast dedicated to you. We host finance experts, subject matter experts, and small business owners to share their perspectives on planning for your business. Think of a deep dive for every part of your business and how to plan for it. Budget Your Business is hosted by Scott Geller who will share his experience working with corporations and small businesses, and guide you down the path of planning the financial future for your small business. Find more at: https://budgetyourbusinesspodcast.buzzsprout.com/ www.capitisadvisors.com https://www.linkedin.com/in/scott-geller-cfo/

Information

  • Creator
    Scott Geller
  • Years Active
    2024 - 2026
  • Episodes
    57
  • Rating
    Clean
  • Copyright
    © 2026 Budget Your Business
  • Show Website
    Budget Your Business