14 episodes

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 we talk to successful entrepreneurs, share new and profitable ideas, and help you to grow wiser and wealthier... so that you can experience limitless success in both life and business.

Hosted by Adam Koós, CFP®, CMT, CEPA

The Elevate Your Business Podcast with Adam Koos Adam Koos

    • Business

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 we talk to successful entrepreneurs, share new and profitable ideas, and help you to grow wiser and wealthier... so that you can experience limitless success in both life and business.

Hosted by Adam Koós, CFP®, CMT, CEPA

    Navigating Digital Business Acquisitions for IT Professionals with Michael Frew

    Navigating Digital Business Acquisitions for IT Professionals with Michael Frew

    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 businesses rather than starting from scratch, offering a practical perspective on career advancement and entrepreneurship.
    Michael also outlines his comprehensive 8-step framework for identifying, financing, and acquiring online companies. He provides insights into recent changes in the landscape, including new financing options and the implementation of AI in the acquisition process. With practical advice for IT professionals hesitant to enter this space, Michael explains the financing mechanisms and offers guidance to help listeners confidently step into the world of digital acquisitions. This episode is an informative resource for anyone interested in leveraging their IT skills to achieve business success through strategic acquisitions.
     
    https://www.michaelfrew.com/ 
     
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    Elevate and Exit: https://bit.ly/3xwKDsU 
    Libertas Wealth: https://bit.ly/3HpmN2o 
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    • 32 min
    How To Use 1031s and DSTs To Minimize Real Estate Taxes with Greg Smith, VP of IPX1031

    How To Use 1031s and DSTs To Minimize Real Estate Taxes with Greg Smith, VP of IPX1031

    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.
    Throughout their discussion, Adam and Greg explore how 1031 exchanges and DSTs function, detailing the processes and benefits. They explain how these strategies can be leveraged to create tax-free income and inheritance through real estate exchanges. Whether you're a seasoned investor or new to real estate, this episode offers practical insights into maximizing profits and securing your financial future through smart tax strategies. Tune in to discover how you can elevate your investment game with the right tools and knowledge.


     




    https://www.ipx1031.com/ 
     
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    Elevate and Exit: https://bit.ly/3xwKDsU 
    Libertas Wealth: https://bit.ly/3HpmN2o 
    For more VIDEO podcasts like this one: https://bit.ly/42uevkm
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    For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR
    For general financial educational ARTICLES: https://bit.ly/3VyJbzP
    For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  
    Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U

    • 30 min
    Mastering Financial Metrics and Team Building with Jody Grunden

    Mastering Financial Metrics and Team Building with Jody Grunden

    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 flow. Jody brings a wealth of expertise and experience to the conversation, offering invaluable advice for business owners looking to optimize their financial strategies.
     
    During the discussion, Adam and Jody explore the most critical financial metrics every business owner should monitor. Jody explains how these metrics can be leveraged to drive profit growth and strategic decision-making. They also delve into the significance of building a positive employee culture, emphasizing the importance of intentional team building. Jody shares practical tips on how to create an engaged and motivated workforce, contributing to overall business success. Tune in for an episode filled with actionable insights and strategies to elevate your business to new heights.
     
    Contact Jody:

    Jody@SummitCPA.net
    www.SummitCPA.net 
     
     
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    Libertas Wealth: https://bit.ly/3HpmN2o 
    For more VIDEO podcasts like this one: https://bit.ly/42uevkm
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    For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR
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    • 51 min
    From Adversity to Thriving Restaurateur: A Conversation with Just Chicken Founder D'Andre Martin

    From Adversity to Thriving Restaurateur: A Conversation with Just Chicken Founder D'Andre Martin

    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 pivotal experience in Juvenile Hall, D'Andre made a decisive turn in his life. In just 18 months, he has successfully expanded his Columbus, Ohio-based restaurant, Just Chicken, to a second location in Charlotte, North Carolina, demonstrating his relentless drive and vision.
     
    D'Andre opens up about his formative years, including the early job experiences that shaped his work ethic and business acumen. He shares the invaluable lessons learned from his first venture, The Pit, highlighting the challenges and triumphs that come with starting a business from scratch. Throughout the conversation, D'Andre emphasizes the biggest factors behind his success and offers advice to fellow entrepreneurs on overcoming obstacles and achieving growth. Whether you're a budding business owner or an established entrepreneur looking to get "unstuck," D'Andre's insights provide a wealth of inspiration and practical guidance. Tune in to discover how determination and a clear vision can lead to extraordinary accomplishments.
     
     https://eatjustchicken.com/ 
     
    Subscribe on YouTube: https://bit.ly/49fEWgj 
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    Libertas Wealth: https://bit.ly/3HpmN2o 
    For more VIDEO podcasts like this one: https://bit.ly/42uevkm
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    For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR
    For general financial educational ARTICLES: https://bit.ly/3VyJbzP
    For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  
    Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U

    • 41 min
    Unlocking College Savings: Tax-Free Tuition Hacks and Income Shifting Strategies with Amber Gilsdorf and Katie Cox

    Unlocking College Savings: Tax-Free Tuition Hacks and Income Shifting Strategies with Amber Gilsdorf and Katie Cox

    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 invaluable advice for business owners and parents alike. Amber and Katie offer a treasure trove of professional insights, discussing "cheat codes" for tax-free tuition hacks and strategies for effective college planning. Their expertise sheds light on the often overwhelming process of preparing financially for higher education.
     
    Amber Gilsdorf and Katie Cox also explore the concept of "income shifting" and its benefits for business owners. They explain how strategically managing income can help families save significantly on education expenses and even bolster retirement savings. Listeners will gain a clear understanding of how to leverage these financial strategies to their advantage, making this episode a crucial resource for anyone looking to navigate the complexities of college funding. Tune in to learn practical tips and expert advice on college planning, tax-free tuition hacks, and income shifting strategies that can help you plan smarter and achieve your financial goals.
     
    Subscribe on YouTube: https://bit.ly/49fEWgj 
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    Subscribe on Spotify: https://bit.ly/3T8JMGR 
     
    Libertas Wealth: https://bit.ly/3HpmN2o 
    For more VIDEO podcasts like this one: https://bit.ly/42uevkm
    For more AUDIO podcasts: https://bit.ly/3PHXHzo
    For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR
    For general financial educational ARTICLES: https://bit.ly/3VyJbzP
    For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  
    Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U

    • 42 min
    Behind the Pages: Mastering Business Influence with Ghostwriter Extraordinaire, Michael Levin

    Behind the Pages: Mastering Business Influence with Ghostwriter Extraordinaire, Michael Levin

    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 establishing credibility can be challenging. With a focus on the significance of authorship in the business world, Adam and Michael explore why writing a book is not just beneficial, but essential for professionals looking to make their mark.
    Join the conversation as Michael offers insights into the collaborative process between ghostwriters and their clients, offering valuable perspectives on what goes into crafting a successful book. Whether you're considering working with a ghostwriter or tackling the writing process solo, Michael shares practical advice for bringing your literary ideas to fruition efficiently. Moreover, gain valuable insights into overcoming common obstacles that may be holding you back from realizing your writing goals, and discover actionable strategies for turning your aspirations into tangible achievements. Don't miss out on this insightful episode packed with tips for leveraging the power of storytelling to enhance your business and personal brand.
     
    Contact Michael
    BestEarningAuthor.com: https://bit.ly/3WNxxlf 
    https://www.michaellevinwrites.com/ 
    Cell: 617-543-3747
    Email: MichaelLevinWrites@Gmail.com 
     
    Subscribe on YouTube: https://bit.ly/49fEWgj 
    Subscribe on Apple Podcasts:  https://apple.co/49AYmw4 
    Subscribe on Spotify: https://bit.ly/3T8JMGR 
     
    Libertas Wealth: https://bit.ly/3HpmN2o 
    For more VIDEO podcasts like this one: https://bit.ly/42uevkm
    For more AUDIO podcasts: https://bit.ly/3PHXHzo
    For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR
    For general financial educational ARTICLES: https://bit.ly/3VyJbzP
    For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk  
    Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U
     

    • 46 min

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