Business Leaders of America Podcast

Dylan Bloyed

Business leaders from across America sharing their personal journeys and experiences with existing and emerging leaders of America, offering insights into their paths to success.

  1. 2d ago

    What It Really Takes to Build and Scale a Law Firm

    Business Leaders of America Podcast Featuring Seth Bader Founder & CEO of Bader Law Episode Overview In this episode of the Business Leaders of America Podcast, we sit down with Seth Bader, founding attorney and CEO of Bader Law Injury Lawyers, a leading personal injury and workers’ compensation firm based in Georgia. Starting in 2008 with $5,000, a laptop, a bulldog, and a one-bedroom apartment, Seth built Bader Law into an organization of more than 150 professionals that has represented over 50,000 clients and recovered more than $350 million for injured Georgians. The conversation explores the early days of building the firm, the lessons Seth gained from spending several years representing insurance companies, and how that experience shaped his approach to representing injured individuals and families. As Bader Law grew, the challenges of scaling a professional services organization required new approaches to leadership, systems, accountability, culture, and growth. The discussion also looks at what it takes to adapt when the things that worked in the early stages of a business no longer work at a larger scale. Beyond the law firm, the conversation touches on Seth’s approach to mentorship, sharing knowledge with other attorneys and business leaders, and why he believes collaboration and giving back are important parts of entrepreneurship. The episode also explores the relationship between business and family, and how Seth thinks about building a successful company while creating the life he wants for himself, his wife, and his children. Whether you’re an attorney, entrepreneur, business owner, or leader, this episode offers valuable perspective on building a professional services organization, adapting through growth, developing people, and creating a business that extends beyond the founder. Notable Awards and Recognitions • Founding Attorney & CEO, Bader Law Injury Lawyers • Grown Bader Law to more than 150 professionals, representing more than 50,000 clients and recovering more than $350 million for injured Georgians • Author and thought leader focused on entrepreneurship, leadership, and building successful law firms How to connect with Seth Bader LinkedIn: https://www.linkedin.com/in/sethbaderesq/ Website: https://baderlaw.com/ Email: Seth@BaderLaw.com Show Notes 01:19 — Starting Bader Law from the ground up What the first year looked like after starting with $5,000, a laptop, a bulldog, and a one-bedroom apartment, and the resourcefulness required to get the firm off the ground. 03:25 — Learning from the insurance side How several years representing insurance companies and handling thousands of claims provided an inside perspective on how insurers evaluate and approach claims. 06:05 — Why Seth started Bader Law The career experiences and personal motivations that ultimately led to representing injured individuals and families and building a firm centered around advocacy and helping people. 08:12 — The challenge of scaling a professional services firm Why scaling a law firm is different from scaling a traditional business, and the importance of finding and developing people who can consistently perform to a certain standard. 10:01 — Mentorship, trust, and developing people The experience of hiring his first employee, transitioning from mentorship to trust, and the pride that comes from watching people grow even when they eventually move on to build something of their own. 12:01 — Knowing when it's time to change Why what works for a solo founder or small firm may not work as an organization grows, and the importance of adapting systems, leadership, and culture as the business evolves. 14:23 — Why sharing knowledge matters The motivation behind sharing experiences and lessons with other attorneys and business owners, and how teaching and exchanging ideas can also create opportunities for personal growth. 18:09 — Learning from others and building a network How seeking out conferences, mentorship, and relationships outside of his immediate market helped Seth access ideas and perspectives that weren't readily available locally. 19:21 — Building a law firm in today's environment How social media and access to information have made certain aspects of entering the legal industry easier, while increased competition, marketing costs, private equity, and national firms have created new challenges. 24:09 — Building a business and a life The idea of work-life integration rather than traditional work-life balance, and how Seth approaches building a successful business while making time for his wife, children, and the experiences that matter outside of work. 29:02 — How to connect with Seth Where listeners can reach Seth, learn more about Bader Law, and connect with him to collaborate, exchange ideas, or learn more about his work. Learn more about your ad choices. Visit megaphone.fm/adchoices

  2. Aug 12

    SalesAtlas.ai | Capturing the Tribal Knowledge of the World's Best Sales Teams

    Business Leaders of America Podcast Featuring Steve Crepeau Founder & CEO of SalesAtlas.ai Episode Overview In this episode of the Business Leaders of America Podcast, we sit down with Steve Crepeau, an enterprise technology sales executive, entrepreneur, and Founder and CEO of SalesAtlas.ai, an AI-powered platform designed to enhance performance across complex B2B sales organizations. Steve draws on more than three decades of experience in enterprise technology sales, sharing the lessons he has learned from working with startups, Fortune 500 companies, and organizations navigating significant growth and transformation. He also discusses the patterns he has observed across more than 50 complex B2B sales organizations and the characteristics that consistently distinguish high-performing teams. The conversation explores the experiences that led Steve to create SalesAtlas.ai, how the platform combines AI with human sales expertise, and its approach to capturing and scaling the knowledge of top-performing sales professionals. Steve also discusses the organizations SalesAtlas is designed to serve, how it differs from traditional sales technology and general-purpose AI platforms, and his vision for the future of enterprise sales. Whether you're a sales leader, entrepreneur, or business executive, this episode provides valuable perspective on sales performance, leadership, and the evolving role of AI in B2B sales. Notable Awards and Recognitions • Founder & CEO, SalesAtlas.ai • More than 35 years of enterprise technology sales experience • Advised more than 50 complex B2B sales organizations • Worked with organizations including IBM, Hewlett Packard, Palo Alto Networks, Google, Zoom, and others • Developing SalesAtlas.ai to capture and scale the tribal knowledge of top-performing sales organizations • Author of the upcoming book Moneyball and AI in Enterprise Technology Sales How to connect with Steve Crepeau LinkedIn: https://www.linkedin.com/in/stevecrepeau/ Website: https://salesatlas.ai/ Website: https://truesalesresults.com/ Show Notes 01:44 — What drew Steve into technology sales How a childhood experience with a top salesperson and an unexpected opportunity at IBM's corporate marketing jet sparked Steve's interest in enterprise technology sales. 06:03 — Lessons from startups and public companies How the pressures of avoiding cash shortages at startups differ from the quarterly expectations and Wall Street pressure faced by publicly traded companies. 09:54 — What separates elite sales teams Why the best salespeople excel at discovery and discernment, bring commercial insights to customers, and build cultures of continuous learning. 13:43 — The consulting experience behind SalesAtlas How Steve's 18 years of sales performance consulting revealed the recurring challenges organizations faced with capturing, developing, and scaling sales knowledge. 23:08 — Why Steve built SalesAtlas.ai How customers repeatedly asked Steve to turn his consulting methodology into software, and why the emergence of AI finally made that possible. 25:59 — Cloning your best salespeople and coaches How SalesAtlas captures the strategies, behaviors, and knowledge of top performers and makes them accessible across the entire sales organization. 34:39 — SalesAtlas vs. generic AI tools Why Steve believes generic platforms like ChatGPT and Claude can't provide the same value as an AI system customized around a company's products, customers, competitors, and sales knowledge. 37:11 — Who SalesAtlas is built for The types of enterprise technology companies and complex B2B sales organizations that can benefit most, from Series A companies with small sales teams to Fortune 500 organizations with hundreds of salespeople. 39:57 — The future of SalesAtlas Steve shares his ambitious vision for SalesAtlas to become the next-generation sales platform for technology organizations and ultimately consolidate today's fragmented sales technology landscape. 41:58 — How to connect with Steve Where listeners can follow Steve, learn more about SalesAtlas.ai, access his free CRO sales challenges survey, and explore his upcoming book. Learn more about your ad choices. Visit megaphone.fm/adchoices

  3. Aug 3

    The Future of Oil & Gas in an AI-Driven World

    Business Leaders of America Podcast Featuring Peter Snell Founder & CEO of PetroVybe Episode Overview In this episode of the Business Leaders of America Podcast, we sit down with Peter Snell, Founder and CEO of PetroVybe, an energy development company helping accredited investors participate in oil and natural gas investment opportunities. Peter shares his entrepreneurial journey, reflecting on nearly three decades of building businesses across healthcare, consulting, technology, and energy. He discusses the lessons learned from both success and failure, the importance of surrounding yourself with the right people, and why building a scalable business always begins with solving meaningful problems. The conversation then explores one of the most important topics shaping the global economy today: the relationship between artificial intelligence and energy. Peter explains why the rapid growth of AI, data centers, and digital infrastructure is creating unprecedented demand for electricity, why natural gas remains a critical part of the solution, and what those trends mean for the future of energy investing. Peter also discusses the vision behind PetroVybe, how the company was designed differently from traditional oil and gas investment models, and why long-term value creation, tax efficiency, and disciplined business fundamentals are central to its approach. Along the way, he shares his perspective on identifying meaningful business opportunities, building with conviction, and why Biblical stewardship serves as the foundation for both his leadership philosophy and the company's culture. Whether you're an entrepreneur, investor, or business leader, this episode offers valuable insights on entrepreneurship, energy, leadership, and building businesses designed for long-term impact. Notable Awards and Recognitions • Founder & CEO, PetroVybe • Nearly three decades of entrepreneurial and executive leadership experience across healthcare, consulting, technology, and energy • Personally closed more than $339 million in revenue throughout his career • Led high-growth organizations across multiple industries How to connect with Peter Snell LinkedIn: https://www.linkedin.com/in/peterasnell/ Website: https://petrovybe.com/ Show Notes 01:32 — Peter's entrepreneurial journey How a passion for solving problems and building businesses led Peter to entrepreneurship and ultimately to founding PetroVybe. 04:14 — Building companies that scale The principles behind sustainable growth, including hiring the right people, embracing progress over perfection, and creating empowered teams. 15:18 — Why AI needs energy The connection between artificial intelligence, data centers, electricity demand, and why natural gas will continue to play a critical role in powering the future. 23:12 — The vision behind PetroVybe Why Peter founded PetroVybe, the market gap he identified, and how the company approaches oil and gas development differently from traditional investment models. 35:53 — Identifying opportunities that matter How Peter distinguishes long-term opportunities from short-term trends and why solving specific, unmet needs is the foundation of every successful business. 46:54 — The future of PetroVybe Peter shares his long-term vision for the company and why he hopes PetroVybe will ultimately be known for far more than financial performance. 49:40 — How to connect with Peter Where listeners can learn more about PetroVybe and connect with Peter online. Learn more about your ad choices. Visit megaphone.fm/adchoices

  4. Jul 27

    Building a Business That Stands the Test of Time: Innovation, Growth, and AI

    Business Leaders of America Podcast Featuring Gilad Bechar Founder & CEO of Moburst Episode Overview In this episode of the Business Leaders of America Podcast, we sit down with Gilad Bechar, founder and CEO of Moburst, a global digital growth agency that has helped companies including Google, Uber, Samsung, Dropbox, Microsoft, and YouTube accelerate growth through mobile-first marketing and AI-powered strategies. Gilad shares his entrepreneurial journey and how recognizing the opportunity in mobile marketing during the early days of the App Store led him to found Moburst. He explains why the company was built differently than traditional agencies, focusing on improving products and customer experiences before investing heavily in marketing. The conversation also explores how Moburst grew from a small consultancy into a global agency, with lessons on scaling a business, finding the right co-founder, expanding through strategic acquisitions, and earning the trust of some of the world's largest technology companies. Finally, Gilad discusses how artificial intelligence is reshaping digital marketing, why businesses need to think beyond traditional SEO, and how large language models like ChatGPT are changing the way customers discover products and services. Whether you're an entrepreneur, business leader, or marketer, this episode offers valuable insights on innovation, leadership, and building a business designed for long-term growth. Notable Awards and Recognitions • Founder & CEO, Moburst • Built Moburst into a global digital growth agency with more than 150 employees • Trusted by companies including Google, Uber, Samsung, Microsoft, Dropbox, YouTube, Robinhood, and Reddit • Recipient of numerous industry honors, including Adweek, Clio Awards, MMA Smarties, and Webby Honors How to connect with Gilad Bechar LinkedIn: https://www.linkedin.com/in/begilad/ Website: https://www.moburst.com/ Show Notes 01:36 — From employee to entrepreneur Why Gilad realized entrepreneurship was the only path that allowed him to fully pursue his vision. 03:19 — Recognizing the mobile opportunity How the early days of the App Store revealed a completely different approach to digital marketing. 09:40 — Why Moburst was built differently The vision behind creating a growth agency focused on improving products before scaling marketing. 16:14 — Scaling from consultant to global agency Building the right team, finding the right co-founder, and navigating rapid company growth. 27:42 — What global brands look for in agency partners Why companies like Google and Uber still rely on outside specialists despite having world-class internal teams. 38:27 — Expanding through strategic acquisitions How listening to client needs led Moburst to add new capabilities through acquisitions rather than trying to build everything internally. 49:07 — How AI is reshaping marketing Why businesses should prepare for a future where ChatGPT, Gemini, Claude, and other AI platforms influence customer discovery. 59:15 — How to connect with Gilad Where listeners can learn more about Moburst and connect with Gilad. Learn more about your ad choices. Visit megaphone.fm/adchoices

  5. Jul 23

    How Successful Real Estate Investors Find Deals, Build Passive Income & Think Long-Term

    Business Leaders of America Podcast Featuring Stuart Gethner Real Estate Investor, Educator & CEO, Gethner Education Coaching & Consulting Episode Overview In this episode of the Business Leaders of America Podcast, we sit down with Stuart Gethner, a seasoned real estate investor, educator, and coach who has personally invested more than $50 million in income-producing real estate over nearly three decades. Stuart shares how a career in pharmacy eventually led him into real estate investing after becoming fascinated by the wealth-building potential of owning income-producing assets. He explains why real estate should never be viewed as a "get rich quick" strategy, but rather as a long-term vehicle for creating recurring cash flow, appreciation, and financial independence. Throughout the conversation, Stuart discusses why great investment opportunities exist in every market, regardless of interest rates or economic conditions, and why successful investors focus on controlling what they can instead of waiting for perfect market timing. He also explains why buy-and-hold investing has become his preferred strategy after years of experience with wholesaling, fix-and-flips, lease options, and other investment approaches. The discussion also explores the importance of choosing the right business partners, leveraging artificial intelligence to evaluate investment opportunities, and the lessons Stuart learned serving as a court-appointed receiver after fraud and mismanagement at a multifamily property. He shares why due diligence, strong partnerships, and continuous learning remain some of the most important factors in building long-term success. Whether you're an experienced investor, an aspiring entrepreneur, or simply interested in building lasting wealth, this episode offers practical insights on investing with patience, making better decisions, and continually investing in yourself. Notable Awards and Recognitions • CEO, Gethner Education Coaching & Consulting • Founder, Networking REI • Personally invested more than $50 million in income-producing real estate • Nearly 30 years of real estate investing experience • Member, Forbes Real Estate Council How to connect with Stuart Gethner LinkedIn: https://www.linkedin.com/in/stuartgethner/ Website: https://www.stuartgethner.com/ Show Notes 01:40 — From pharmacy to real estate investing How Stuart's career began in pharmacy before discovering the long-term wealth-building potential of real estate. 02:43 — Why real estate isn't a "get rich quick" business The biggest misconceptions new investors have and why patience, not timing the market, creates lasting wealth. 06:01 — Are great deals still out there? Why Stuart believes opportunities exist in every market and how investors should think differently about finding deals. 07:46 — Investing beyond your local market Why Stuart prefers partnering with local operators instead of relying solely on property managers when investing out of state. 11:26 — Why buy-and-hold became his favorite strategy After years of wholesaling and fix-and-flips, Stuart explains why long-term ownership creates more sustainable wealth. 15:09 — How AI is changing real estate investing How artificial intelligence is helping investors analyze properties faster, identify risks, and make more informed decisions. 18:08 — Why so many real estate partnerships fail The importance of vetting partners, discussing difficult scenarios upfront, and building relationships on a strong foundation. 21:00 — Lessons from serving as a court-appointed receiver What Stuart learned after taking over a multifamily property impacted by fraud and the responsibility of protecting investors. 23:27 — Building lasting wealth starts with investing in yourself Why mentors, coaches, and continuous learning have played such an important role throughout Stuart's career. 27:44 — How to connect with Stuart Where listeners can learn more about Stuart's coaching, real estate education, and investing community. Learn more about your ad choices. Visit megaphone.fm/adchoices

  6. Jul 17

    Designing Wealth with Purpose: Financial Planning, Entrepreneurship & Long-Term Success

    Business Leaders of America Podcast Featuring Gary Preisser Co-Founder & Managing Partner, Stonebriar Wealth Advisors Episode Overview In this episode of the Business Leaders of America Podcast, we sit down with Gary Preisser, Managing Partner of Stonebriar Wealth Advisors and a financial planning professional with more than 23 years of experience helping individuals, retirees, entrepreneurs, and business owners build financial strategies centered on purpose, timing, and long-term stewardship. Gary shares how his career began in tax preparation and business consulting, where he recognized a disconnect between how people think about money and how it actually works. Those early experiences ultimately shaped his belief that financial planning should begin with understanding what money is meant to accomplish, rather than simply chasing investment returns. Throughout the conversation, Gary explains why he believes the greatest financial risk isn't market volatility, but needing money at the wrong time. He introduces his Cash Flow Clock framework and discusses how aligning investments with future cash flow needs can help families and business owners make more confident financial decisions while avoiding many of the pitfalls of traditional portfolio management. The discussion also explores the financial blind spots many entrepreneurs face, including overconcentration in their businesses, the importance of building wealth outside the company, and why tax planning should be viewed as a long-term strategy rather than an annual exercise. Gary also shares why financial success isn't measured by the size of a portfolio, but by how effectively wealth supports the life people want to live. Whether you're building a business, preparing for retirement, or looking for a more intentional approach to financial planning, this episode offers practical insights on designing wealth around purpose rather than simply accumulating assets. Notable Awards and Recognitions • Co-Founder & Managing Partner of Stonebriar Wealth Advisors • More than 23 years of experience in personal and business financial planning • Creator of the Cash Flow Clock™ financial planning framework • Author of multiple books on wealth, financial planning, and stewardship How to connect with Gary Preisser LinkedIn: https://www.linkedin.com/in/garypreisser/ Website: https://stonebriarwealthadvisors.com/ Show Notes 01:50 — From tax preparation to wealth management How Gary's early career revealed the disconnect between how people think about money and how it actually works. 04:10 — Why purpose should drive every financial decision Gary explains why the first question shouldn't be "Where should I invest?" but "What is this money for?" 06:00 — Redefining financial risk Why needing money at the wrong time, not market volatility, is often the greatest risk investors face. 09:00 — The vision behind Stonebriar Wealth Advisors How Gary and his partner built a firm focused on purpose-based financial planning instead of one-size-fits-all portfolios. 13:30 — Understanding the Cash Flow Clock How separating short-term cash flow needs from long-term investments creates a more functional financial plan. 20:20 — Financial blind spots for entrepreneurs Why business owners often become overconcentrated in their companies and how to build wealth beyond the business. 24:50 — The biggest lesson about money Why true wealth has less to do with portfolio balances and more to do with living intentionally. 27:30 — Designing success instead of chasing it Gary shares why entrepreneurs should define success for themselves and create a financial plan built around that vision. 30:30 — Resources and connecting with Gary Where listeners can learn more about Stonebriar Wealth Advisors, the Cash Flow Clock, and Gary's educational resources. Learn more about your ad choices. Visit megaphone.fm/adchoices

  7. Jul 6

    The Long Game of Entrepreneurship: Growth, Leadership, and Successful Exits

    Business Leaders of America Podcast Featuring Steven Pivnik Entrepreneur, Author, Speaker & Founder Episode Overview In this episode of the Business Leaders of America Podcast, we sit down with Steven Pivnik, entrepreneur, author, speaker, and founder of Binary Tree, a software company he built over 26 years into a global business with more than 200 employees across 12 countries before successfully exiting. Steven shares how his entrepreneurial journey began after immigrating to the United States with his family and watching his father pursue the American Dream. He reflects on the lessons learned from early startup failures, why embracing failure is essential for long-term success, and how those experiences helped lay the foundation for building Binary Tree. Throughout the conversation, Steven discusses the strategies that fueled the company's growth, including partnering with industry leaders like IBM, Google, and Microsoft. He explains why aligning with larger organizations can accelerate growth, how to create value within strategic partnerships, and the importance of differentiation in competitive markets. The discussion also explores what it takes to prepare a company for a successful exit. Steven shares common valuation killers, why founder dependency creates risk for buyers, the importance of recurring revenue, building the right leadership team, and why founders should begin planning for an exit years before they intend to sell. From overcoming setbacks to building a company designed for long-term success, this episode offers practical insights for entrepreneurs, founders, and business owners preparing for their next stage of growth. Notable Awards and Recognitions • Founder of Binary Tree, which grew to more than 200 employees across 12 countries before a successful exit • Advised on more than $1 billion in founder exits • Author of Built to Finish • Host of the Built to Finish Podcast • Completed the IRONMAN World Championship How to connect with Steven Pivnik LinkedIn: https://www.linkedin.com/in/stevenpivnik/ Website: https://stevenpivnik.com/ Instagram: https://www.instagram.com/stevenpivnik/ Show Notes 01:50 — The entrepreneurial influence of his immigrant family How watching his father pursue the American Dream inspired Steven to build companies of his own. 03:35 — Lessons from early startup failures Why failure became one of his greatest teachers and how those experiences shaped his approach to entrepreneurship. 06:17 — Scaling Binary Tree through strategic partnerships How working alongside IBM, Google, and Microsoft helped accelerate the company's growth. 09:23 — What it felt like to exit after 26 years Steven shares the emotional side of selling the business and why he intentionally structured a clean exit. 12:13 — The biggest mistakes founders make before selling Founder dependency, recurring revenue, competitive differentiation, and other factors that impact valuation. 15:00 — What separates premium valuations from average ones Why coachability, strong leadership, and making difficult decisions are essential for maximizing company value. 17:12 — Preparing for an exit three years in advance The operational, financial, and leadership priorities founders should address well before going to market. 21:14 — The story behind Built to Finish Why Steven wrote the book and how he hopes it inspires entrepreneurs to pursue ambitious goals in business and life. 22:54 — How to connect with Steven Where listeners can learn more about his advisory work, book, podcast, and connect with him online. Learn more about your ad choices. Visit megaphone.fm/adchoices

  8. Jun 25

    What Great Advisors Understand About Wealth, Risk, and Life

    Business Leaders of America Podcast Featuring Stefan Whitwell Founder, CEO & Chief Investment Officer of Whitwell & Co. Episode Overview In this episode of the Business Leaders of America Podcast, we sit down with Stefan Whitwell, Founder, CEO, and Chief Investment Officer of Whitwell & Co., a nationwide wealth management and family office firm serving founders, business owners, executives, and families. Stefan's path to wealth management was shaped by an entrepreneurial upbringing, a global career spanning New York, London, Hong Kong, and Tokyo, and a life-changing experience during the Global Financial Crisis. After building significant wealth through real estate investing, he watched it disappear when the market turned, forcing him to rebuild from the ground up. Throughout the conversation, Stefan shares lessons on resilience, risk management, and the mindset required to navigate major setbacks. He explains how that experience ultimately led him to found Whitwell & Co. and why helping clients protect their wealth has become deeply personal. The discussion also explores family office services, business exits, liquidity events, private markets, and the common mistakes entrepreneurs make when preparing for life after a sale. Stefan offers practical insights on preserving wealth, finding purpose beyond financial success, and planning for the next chapter long before it arrives. From overcoming adversity to building lasting wealth and legacy, this episode delivers valuable lessons for entrepreneurs, investors, and business owners alike. Notable Awards and Recognitions • Founder, CEO, and Chief Investment Officer of Whitwell & Co., a nationwide wealth management and family office firm • Former investment banking professional with experience at Goldman Sachs and Credit Suisse • Built and managed a substantial real estate investment portfolio prior to the Global Financial Crisis • Worked across New York, London, Hong Kong, and Tokyo throughout his international finance career How to connect with Stefan Whitwell LinkedIn: https://www.linkedin.com/in/whitwell/ Website: https://www.whitwelladvisors.com/ Instagram: https://www.instagram.com/stefanwhitwell/ Show Notes 01:41 — Growing up with entrepreneurial parents Stefan shares how being raised by two teachers who pursued side businesses shaped his views on work, money, and entrepreneurship. 05:43 — Lessons from New York, London, Hong Kong, and Tokyo How living and working around the world expanded his perspective on business, wealth creation, and human nature. 13:31 — Losing $35 million during the Global Financial Crisis Stefan recounts the events that led to the collapse of his real estate portfolio and the difficult realities of navigating the financial crisis. 21:14 — Reinventing himself after financial devastation The story behind rebuilding his career, overcoming bankruptcy, and finding a new path in wealth management. 24:36 — Why risk management became personal How firsthand experience with financial loss influences the way he advises clients today. 32:03 — What family office services actually mean Stefan explains how family offices help successful individuals coordinate wealth, tax, estate planning, investments, and life goals. 38:31 — Preparing for a business exit years in advance Key financial, tax, and emotional considerations business owners should address before a liquidity event. 44:47 — The hidden challenges after selling a business Why many entrepreneurs struggle after an exit and how to prepare for the next chapter before the transaction closes. 49:31 — Connecting with Whitwell & Co. Where listeners can learn more, schedule a conversation, and explore working with Stefan and his team. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ratings & Reviews

5
out of 5
3 Ratings

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Business leaders from across America sharing their personal journeys and experiences with existing and emerging leaders of America, offering insights into their paths to success.