11 episodes

Wendi Mathis Held, founder of True Hero and Allen Investments talks about entrepreneurship, finance, management, work/life balance, real estate, running and growing a small company and being a female business owner. Wendi, Andy Held and friends offer real talk about all the good, bad and hard points about being in business.

Boss Lady and Friends Boss Lady and Friends

    • Business
    • 5.0 • 3 Ratings

Wendi Mathis Held, founder of True Hero and Allen Investments talks about entrepreneurship, finance, management, work/life balance, real estate, running and growing a small company and being a female business owner. Wendi, Andy Held and friends offer real talk about all the good, bad and hard points about being in business.

    Exits and Non-Negotiables

    Exits and Non-Negotiables

    In today's episode of Boss Lady and Friends, Wendi dives into the recent acquisition of True Hero by Channel Key LLC, exploring the process and key takeaways of selling and exiting a business. With insights from industry expert Mac Lackey from Exit DNA, there are invaluable lessons and recommendations for navigating the exciting journey. From standing firm on non-negotiable to ensuring the well-being of your team and mastering the language around the cause, Wendi dissects what went right during the exit and what she did well. Our biggest takeaways include the importance of early engagement with an advisory board, meticulous preparation for the exit, establishing grounded SOPs, navigating deal fatigue, and standing your ground. Tune in to gain essential knowledge and strategies for your own business endeavors.

    • 21 min
    Growth Through Accounting with Hunter Terpenny

    Growth Through Accounting with Hunter Terpenny

    Boss Lady and Friends re-post with an exciting new friend! Meet Hunter Terpenny, the founder of Humm Accounting Firm, an accounting firm specializing in getting your business “hummin” through managing all things accounting, including True Hero Sales. Join Wendi and Hunter as they discuss the vital aspects of financial and accounting strategies for entrepreneurs — the transformative impact of comprehensive accounting for both you and your business. Tune in to find out when to get a bookkeeper, fractional CFO, or a permanent CFO, along with invaluable tips on asking the right questions during the hiring process. They continue to explore profitability through knowing how your money is being used and delve into how an accountant can help with that. Listen now to expand your knowledge and increase profitability!



    Questions, comments, request? Let us know at info@intheblackretail.com 

    • 40 min
    Imposter Moments

    Imposter Moments

    “You do not have imposter syndrome. A syndrome implies you cannot get over it. You have imposter moments” - Dave Newell



    Wendi shares her common experience that most entrepreneurs have, feeling like an imposter. Imposter syndrome doesn't define you; it's just a fleeting moment. You are already at the table, so sit down, embrace your capabilities and get to work!



    Wendi has conquered her imposter moments by doing the work! With the launch of In the Black Retail Consulting. They are offering masters level classes in all things retail.

    If you are interested to learn more visit us at https://intheblackretail.com

    You deserve a seat at the table—let's make it count!

    • 5 min
    Let's Talk Numbers!

    Let's Talk Numbers!

    What does it mean to know your numbers? Are you profitable, are you sure? Wendi dives into the value of knowing your numbers and being able to answer questions about money, margins, and finances. Most entrepreneurs and even some established business owners don’t know their numbers, listen to this week's episode to discover a roadmap through spending, credit, and achieving overall profitability.

    Interested in knowing more about your numbers? Wendi is starting a course for you, she will teach you about inventory, metrics, margins, and reaching profitability. Sign up now at intheblackretail.com to know your numbers. 

    • 6 min
    Start Small. Just Start

    Start Small. Just Start

    Happy New Year from Boss Lady and friends! In this episode, Wendi is here to kick off the year with motivational vibes that will inspire you to stop waiting for the perfect moment and take the leap into your next project, business, or personal goal! We all know that feeling of wanting to do something significant or having a brilliant idea, but often feeling unprepared, unsure, or to scared to get started. Well, Wendi is officially done waiting and is diving headfirst into the next big thing, are you ready to join her?

    • 4 min
    The Power of a Story

    The Power of a Story

    Boss Lady and Friends returns! Wendi is back from her busy travels. In this episode, she emphasizes the power of storytelling with data, emphasizing that effective communication is key. It's not just about presenting raw data; it's about conveying a narrative that reflects how the data got there, and where you will go from there. Wendi highlights how storytelling makes numbers accessible and actionable to everyone.

    • 7 min

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