The Elevate Your Business Podcast with Adam Koos

Adam Koos
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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 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

  1. 18 THG 9

    Building Wealth: Christine's Journey from Zero to Seven Figures

    In this episode of The Elevate Your Business Podcast, host Adam Koós welcomes Christine, a former corporate leader who turned her career burnout into a catalyst for creating a purpose-driven business. Christine opens up about the moment she realized success wasn’t just about climbing the corporate ladder, how she built a business aligned with her values, and the lessons she’s learned about resilience, leadership, and living with intention. From breaking free of “golden handcuffs” to embracing uncertainty, Christine’s story is a roadmap for business owners ready to align profit with purpose and find fulfillment on the other side of fear. Episode Timestamps: 01:30 – Christine’s early career and corporate path 06:00 – The breaking point: recognizing burnout and misalignment 10:00 – Letting go of “golden handcuffs” and redefining success 14:00 – Building a business around values, not just revenue 19:00 – The hardest mindset shifts when leaving corporate life 23:00 – Navigating uncertainty and trusting the process 27:00 – Lessons in resilience and leadership from entrepreneurship 32:00 – Advice for others considering a big career transition Key Takeaways: 💡 Success without fulfillment leads to burnout. 💡 Aligning business with personal values creates lasting impact. 💡 Fear is natural when transitioning—but clarity comes through action. 💡 Resilience is built by embracing uncertainty, not avoiding it. 💡 Leadership in entrepreneurship looks different from corporate life. Key Quotes from Christine: 🗣 “Golden handcuffs might look shiny, but they’re still handcuffs.” 🗣 “I thought I had to have it all figured out before I leapt—but clarity came after I moved.” 🗣 “Fulfillment comes when your business reflects your values, not someone else’s definition of success.” 🗣 “Resilience is built every time you choose to keep going, even when the path feels unclear.” Connect with Christine: Linkedin: https://www.linkedin.com/in/beehivebrokerage/ Facebook: https://www.facebook.com/TheBeehive.Tyngsboro Twitter (X) Handle: https://twitter.com/BostonREguru Instagram: https://www.instagram.com/thebeehive.tyngsboro Website: https://thriveatthebeehive.com   Follow Elevate on Social Media: Facebook: https://facebook.com/elevateandexit Instagram: https://www.instagram.com/elevateandexit Threads: https://www.threads.com/@elevateandexit LinkedIn: https://www.linkedin.com/company/elevateandexit Twiiter: https://x.com/ELEVATEandEXIT Tiktok: https://www.tiktok.com/@elevateexit2 Youtube: https://www.youtube.com/@elevateyourbusinesspodcast email: info@elevateandexit website: www.elevateandexit.com

    41 phút

  2. 21 THG 8

    The Missing Piece in Most Exit Strategies

    Adam Koós joins legacy coach Angelina Carleton on her show to explore one of the most overlooked (yet critical) parts of building and exiting a business: defining what legacy really means. Too often, business owners wait until the last minute to plan their exit, focusing only on financials or legal documents while avoiding the deeper, more personal side of what they’ll leave behind. Adam shares insights from 23 years of experience helping clients navigate business transitions, and why legacy planning starts long before you list your company for sale. They discuss how values, identity, and clarity impact decision-making, why some advisors and attorneys struggle to have real conversations about mortality and legacy, and what business owners can do now to ensure their exit aligns with their life - not just their bank account. Whether you're 2 years or 10 years away from selling, this episode is a powerful reminder that strategy is only part of the equation. Legacy is built by design.   ⏱️ Episode Timestamps: 00:00 – Introducing Adam Koós + Today’s Topic 01:25 – Why Most Owners Avoid Planning Their Exit 03:05 – The Role of Mortality in Business Planning 05:00 – What Legacy Really Means (It’s Not a Will) 07:20 – Bridging the Gap Between Head and Heart 10:00 – Why Most Advisors Skip the Deeper Conversations 12:45 – The Cost of Misalignment in Business Transitions 15:30 – Designing a Life (and Business) That Reflects Your Values 18:10 – Why Exit Planning Is a Human Problem, Not Just a Financial One 21:00 – What a Purpose-Driven Exit Strategy Looks Like 25:00 – Advice for Business Owners Starting the Process 29:00 – Final Thoughts on Legacy, Fulfillment, and Intentional Planning Key Takeaways: Legacy planning isn’t legal paperwork. It’s the intentional process of aligning your exit with your values, identity, and long-term vision. Most owners wait too long. Avoidance and fear of mortality prevent critical conversations that shape a meaningful legacy. Exit planning is human work. It’s not just financial or strategic—it’s emotional, relational, and deeply personal. Values shape decisions. When you lead with purpose, you build a company (and exit plan) that reflects what matters most. Start earlier than you think. Even if you’re years away from selling, legacy work begins long before the paperwork. Key Quotes from Adam Koós: "You can’t build a meaningful exit plan if you haven’t defined what you want your life to look like on the other side." "It’s not about what you’re walking away from—it’s about what you’re walking into." "Legacy is built by design. If you don’t define it, someone else will." "Financials are only half the equation. The other half is purpose." Connect with Adam Koós www.elevateandexit.com Email: info@elevateandexit.com  https://www.instagram.com/elevateandexit https://facebook.com/elevateandexit https://www.linkedin.com/company/elevateandexit https://www.threads.com/@elevateandexit https://www.tiktok.com/@elevateexit2

    38 phút
  3. The Power of Podcasting: How Traci DeForge Transforms Business Growth

    17 THG 7

    The Power of Podcasting: How Traci DeForge Transforms Business Growth

    In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Traci DeForge, founder of Produce Your Podcast, to explore how podcasting has evolved into one of the most powerful tools for business development and brand authority. With over 30 years of experience in broadcast media and Fortune 500 consulting, Traci shares how she’s helped everyone from scrappy startups to brands like Google and Hilton harness the power of podcasting. From launching your show with purpose to avoiding costly content mistakes, this episode delivers clear, practical strategies for creating a podcast that actually drives results. Traci also opens up about how her own journey, from radio executive to podcast pioneer, shaped the mission behind her company. Whether you're an advisor, entrepreneur, or small business owner, this episode will show you how podcasting can amplify your voice, generate leads, and deepen trust with your audience.   ✨ Key Takeaways: Start with Why: Podcasting isn’t just about creating content. It’s about serving your audience with intention and value. Don’t Treat It Like a Hobby: Treat your podcast like a core piece of your business development strategy. Consistency Compounds: Showing up regularly and delivering high-value content builds trust over time. Podcasting Is a Business Tool: Done right, a podcast can generate leads, increase brand visibility, and attract the right clients. Your Clients Are Your Bosses: A service-first mentality is key to long-term growth and retention. Podcasting is Becoming Media: As traditional media fades, podcasting is positioned to become the next dominant content platform.   🎙️ Connect with Traci DeForge: Website: https://www.produceyourpodcast.com LinkedIn: https://www.linkedin.com/in/tracilongdeforge/ Facebook: https://www.facebook.com/produceyourpodcast/ Instagram: https://www.instagram.com/produceyourpodcast/ Youtube: https://www.youtube.com/channel/UCN1LkFZCc8oCX8tWdMTD-UQ 📲 Connect with ELEVATE and Adam Koós: LinkedIn: Adam Koós on LinkedIn ·         Facebook: https://facebook.com/elevateandexit ·         Instagram: https://www.instagram.com/elevateandexit ·         Threads: https://www.threads.com/@elevateandexit ·         LinkedIn: https://www.linkedin.com/company/elevateandexit ·         Twiiter: https://x.com/ELEVATEandEXIT ·         Tiktok: https://www.tiktok.com/@elevateexit2 ·         Youtube: https://www.youtube.com/@elevateyourbusinesspodcast ·         email: info@elevateandexit ·         website: www.elevateandexit.com

    51 phút
  4. The Marketing Gap Killing Your Valuation (and How to Fix It) with Bill Woods

    26 THG 6

    The Marketing Gap Killing Your Valuation (and How to Fix It) with Bill Woods

    In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Bill Woods, co-founder and CMO of 50 Marketing and host of the Missing Half podcast, to explore the crucial role marketing plays in scaling your business and boosting your company’s value at exit. With over two decades of experience in B2B and manufacturing marketing, Bill breaks down how building a repeatable, scalable, and predictable marketing and sales engine can elevate your valuation multiples and attract the right kind of buyers. He shares what most business owners get wrong about marketing, the surprising return of direct mail, why voice-of-customer research matters more than ever, and how founder-led branding can give you a competitive edge. This episode also covers the difference between brand promise and brand aspiration, the importance of patience in ROI expectations, and actionable ways to align your strategy with what today’s acquirers are really looking for. Whether you’re scaling for growth or preparing for a strategic exit, this conversation delivers practical insights every business owner should hear.   Episode Timestamps: 00:00 - Welcome and Intro to Elevate Your Business  01:50 - Meet Bill Woods: CMO of 50 Marketing and Host of Missing Half  03:15 - Common Marketing Mistakes: Strategy Gaps and Customer Disconnects  05:30 - Voice of Customer: Why Listening Drives ROI  08:00 - Content That Converts: 100 Views from the Right People Can Be a Game-Changer  10:50 - Direct Mail Isn’t Dead: Why Physical Mail Works in B2B Again  13:10 - Brand Promise vs. Brand Aspiration: A Critical Distinction  18:00 - AI in Marketing: What’s Useful and What’s Overhyped  22:30 - Personal Branding for Founders: Standing Out in B2B  27:30 - Patience and ROI: Marketing Isn’t a 30-Day Turnaround  31:20 - Content Strategy at 50 Marketing: Algorithm Awareness + ICP Focus  36:30 - Posting Natively vs. Schedulers: Does It Make a Difference?  41:20 - Marketing’s Role in Multiples and Buyer Readiness  44:30 - Final Thoughts and Where to Learn More Key Takeaways: 🔹 Strategy Before Tactics: Most marketing fails because the strategy is unclear or disconnected from real customer needs. 🔹 Marketing = Multiples: A repeatable, scalable marketing engine drives higher valuation and buyer interest at exit. 🔹 Voice of the Customer Matters: Consistent customer feedback loops lead to better product-market fit and stronger ROI. 🔹 Direct Mail Is Back: In a cluttered digital world, physical mail stands out—and even Gen Z is paying attention. 🔹 Don’t Confuse Brand Promise with Brand Aspiration: Your brand must reflect what you can deliver today, not what you hope to deliver someday. 🔹 Native Posting Wins: Social media platforms often suppress scheduled posts—posting directly can boost reach and visibility. 🔹 Be Patient with ROI: B2B buying cycles are long. You need time, consistency, and persistence to see returns. 🔹 Founder-Led Branding Is Underrated: People buy from people. Having the founder as a visible brand advocate can give your business a real advantage. Key Quotes from Bill Woods: "100 views on the right B2B video could be worth $20 million. Don’t compare it to YouTube influencers." — (08:00) "Your brand promise is what you deliver today. Your brand aspiration is where you want to be—don’t confuse them." — (18:00) "We’re in an age where voice-of-customer research isn’t a nice-to-have. It’s a must." — (05:30) "Everything old is new again—direct mail is winning attention where email is overflowing." — (11:00) "The companies with repeatable, scalable marketing engines earn the best multiples. Period." — (41:20) Connect with Bill Woods and 50 Marketing: Website: 50marketing.com LinkedIn (Personal): Bill Woods LinkedIn (Company): 50 Marketing Facebook: 50 Marketing on Facebook Instagram: @50marketing   Connect with ELEVATE and Adam Koós: 🎧 CLICK HERE to subscribe to the ELEVATE Your Business Podcast on Apple 🌐 For more resources on scaling your business, building a successful exit strategy, and business transition education, visit:  https://www.elevateandexit.com 🔗 Follow ELEVATE and Exit on Social Media:  Facebook: Elevate and Exit Facebook  Instagram: Elevate and Exit Instagram  Threads: Elevate and Exit Threads  LinkedIn: Elevate and Exit LinkedIn  Twitter: @ELEVATEandEXIT  TikTok: Elevate and Exit TikTok   Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) through the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm located in Columbus, Ohio.     *******   The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning.  While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio.  If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).

    39 phút
  5. From Layoffs to Legacy: How Shelly Peterson Scaled a $250M Real Estate Empire

    15 THG 5

    From Layoffs to Legacy: How Shelly Peterson Scaled a $250M Real Estate Empire

    In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Shelly Peterson, President of Kahuna Investments, to discuss her remarkable journey from a successful career in pharmaceutical sales to managing over $250 million in real estate assets. Shelly shares how a life-changing investment inspired her to pivot careers and how she leveraged her relationship-building skills to thrive in the world of passive real estate investing. Shelly also discusses the challenges of transitioning from the corporate world to entrepreneurship, how she and her husband built Kahuna Investments from the ground up, and the power of empowering women to take control of their financial futures. With practical advice on scaling a real estate business, managing investor relations, and maintaining a “white-glove” service approach, this episode is packed with actionable insights for business owners looking to grow and systemize their operations. Whether you're scaling your business or exploring new investment opportunities, this episode offers a powerful story of resilience, transformation, and the strategic mindset required to build a lasting legacy.   Episode Timestamps:   00:00 - Welcome to Elevate Your Business Podcast 00:36 - Housekeeping and Introductions 01:02 - Introducing Shelly Peterson: From Pharma to Real Estate 01:58 - Shelly’s Journey: Transitioning from Corporate America to Real Estate 08:35 - Building Investor Relationships: The Key to Real Estate Success 09:24 - Empowering Women to Take Control of Their Financial Future 12:51 - Getting Started with Passive Real Estate Investing: Shelly’s Tips 16:00 - High-Level Investor Service: Ensuring Transparency and Communication 18:15 - Financial Reporting Done Right: The Kahuna Approach 20:09 - The Mindset Shift: Moving from Corporate to Real Estate 20:41 - Overcoming Knowledge Gaps: Learning the Language of Real Estate 23:16 - Building a Positive Team Culture: Leading with Heart 25:53 - What’s Next for Kahuna Investments: The Kahuna Fund and Future Plans 27:30 - Hiring with Purpose: Building a Culture-Driven Team 28:26 - Navigating Market Changes: The Role of Market Knowledge and Political Climate 30:03 - Closing Remarks: Free Book Offer and Contact Information       Key Takeaways: Transitioning Careers: Shelly Peterson’s journey from pharmaceutical sales to managing a $250M real estate portfolio highlights the power of embracing change and leveraging past skills in new industries. Empowering Women in Finance: Shelly is passionate about helping women take control of their financial futures by investing in assets that generate cash flow rather than simply spending. Building Investor Trust: High-quality financial reporting and transparent communication are crucial for maintaining strong relationships with passive investors. Mindset Shifts: Moving from corporate life to entrepreneurship requires breaking away from old identities and fully immersing oneself in the new field. Leadership and Culture: Successful businesses thrive on a strong team culture, clear values, and an all-in mentality. Shelly’s approach to leadership fosters loyalty and motivation among her team. Scaling with Systems: Kahuna Investments is focused on strategic growth, building a culture-driven team, and creating efficient systems to manage their expanding portfolio.       Key Quotes from Shelly Peterson: "I always say the journey is the reward, and so if you're a business owner out there, if you're feeling the hustle and grind and it gets tiring, you have to remember that the journey is the reward." - (00:01:58) "What really is sexy for us gals is when we put money into something that's making us money." - (00:09:41) "I love watching women taking control of their finances and really partnering up with their partner and just doing it together." - (00:12:11) "It hurts my heart because financial reporting should be the gold standard across the industry, but it's not." - (00:18:15) "I was completely lost for the first year. I thought, 'Why would anybody want to do this?' But shame on me, I thought I was above it." - (00:21:28) "I told my regionals, 'You're either with us or you're not. If you have one foot in the door and one foot out, there's no business of you being here at Kahuna.'" - (00:24:08)       Connect with Shelley Peterson of Kahuna Investments: Website: Kahuna Investments Website Facebook: Kahuna Investments Facebook LinkedIn: Shelley Peterson on LinkedIn LinkedIn: Kahuna Investments on LinkedIn   Connect with ELEVATE and Adam Koós: CLICK BELOW to subscribe to the ELEVATE Your Business Podcast on Apple!: The ELEVATE Your Business Podcast on Apple For more resources on scaling your business, building a successful exit strategy, and business transition education, visit: https://www.elevateandexit.com   Or connect with ELEVATE and Adam Koós on Social Media: Facebook: Elevate and Exit Facebook Instagram: Elevate and Exit Instagram Threads: Elevate and Exit Threads LinkedIn: Elevate and Exit LinkedIn Twitter: ELEVATE and EXIT on Twitter TikTok: Elevate and Exit on TikTok For questions or more information, contact: Email: info@elevateandexit.com Website: www.elevateandexit.com Phone: (614) 543-1350   ---   Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.     *******   The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning.  While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio.  If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).

    31 phút
  6. Systemize to Scale: How Sharad Mehta Built a Real Estate Powerhouse

    8 THG 5

    Systemize to Scale: How Sharad Mehta Built a Real Estate Powerhouse

    In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Sharad Mehta, the Founder and CEO of REsimpli, to discuss how he transformed his real estate business from a solo operation into a scalable powerhouse. Sharad shares his journey from an accountant at EY to a real estate mogul who has flipped over 800 properties and built a portfolio of 60 rental units owned free and clear. As a business owner, scaling efficiently while maintaining profitability is key. Sharad breaks down how he systemized his entire operation by building REsimpli, an all-in-one real estate software solution that integrates marketing, lead management, accounting, and team collaboration. Learn how his passion for data-driven decisions and simplifying workflows allowed him to scale without sacrificing quality or profitability. If you’re looking to build a business that can operate independently of you, this episode is packed with insights on how to automate processes, leverage technology, and maintain consistency in order to scale. Plus, Sharad discusses his philosophy of financial conservatism and how it guided his decision to own properties free and clear instead of leveraging them. Whether you’re in real estate or running any kind of business, this episode provides actionable strategies for creating a scalable, resilient, and exit-ready business.   Episode Highlights:   00:00 Welcome to ELEVATE Your Business Podcast 00:28 Introducing Sharad Mehta: Building a Real Estate Powerhouse 01:30 From Accounting to Real Estate: Sharad’s Entrepreneurial Journey 03:21 The Power of Systems: How REsimpli Was Born 06:01 Automating Real Estate Operations for Scalability 14:03 Building a Business That Runs Itself 18:24 Data-Driven Decisions for Sustainable Growth 18:34 Managing a Remote Real Estate Team 20:32 Building Trust and Reliable Partnerships 21:26 Real Estate as a Scalable Business Model 22:11 Why Automation Matters in Scaling 24:27 Maintaining Consistency While Scaling 29:16 Navigating Market Changes with Systems 31:23 Numbers Don’t Lie: Using Data to Drive Success 33:36 Conclusion and Contact Information     Connect with Sharad Mehta and REsimpli: Website: REsimpli Website Facebook: REsimpli Facebook LinkedIn: Sharad Mehta on LinkedIn Instagram: REsimpli Instagram Twitter: REsimpli Twitter YouTube: REsimpli YouTube Channel Connect with ELEVATE and Adam Koós: CLICK BELOW to subscribe to the ELEVATE Your Business Podcast on Apple!: The ELEVATE Your Business Podcast on Apple For more resources on scaling your business, building a successful exit strategy, and business transition education, visit: https://www.elevateandexit.com Or connect with ELEVATE and Adam Koós on Social Media: Facebook: Elevate and Exit Facebook Instagram: Elevate and Exit Instagram Threads: Elevate and Exit Threads LinkedIn: Elevate and Exit LinkedIn Twitter: ELEVATE and EXIT on Twitter TikTok: Elevate and Exit on TikTok Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR    For questions or more information, contact: Email: info@elevateandexit.com Website: www.elevateandexit.com Phone: (614) 543-1350   ---   Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.     *******   The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning.  While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio.  If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).

    35 phút
  7. Leveraging Qualified Opportunity Zone State Tax Credits with Andrew Doup

    19/12/2024

    Leveraging Qualified Opportunity Zone State Tax Credits with Andrew Doup

    In this episode of Elevate Your Business, Adam welcomes Andrew Doup, founder of Syndication Counsel, to discuss the powerful tax benefits of Qualified Opportunity Zones. Andrew shares his expertise on how these zones work, the federal and state tax incentives they offer, and how investors can strategically leverage them to maximize their returns while minimizing their tax liabilities. Adam and Andrew explore practical tips for properly utilizing Qualified Opportunity Zones, highlighting common mistakes to avoid and the key steps to unlocking their full investment potential. Whether you’re an investor, business owner, or simply curious about tax-saving opportunities, this episode provides actionable insights for maximizing your financial strategy.   https://www.syndicationcounsel.com/    Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR    Elevate and Exit: https://bit.ly/3xwKDsU  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

    32 phút
  8. Smart Strategies for a Successful Business Exit with Joseph Sofia

    12/12/2024

    Smart Strategies for a Successful Business Exit with Joseph Sofia

    In this episode of Elevate Your Business, Adam sits down with Joseph Sofia, Regional President of First National Bank in Central Ohio. With expertise in commercial and middle-market banking, loan origination, portfolio management, and credit analysis, Joseph shares practical insights for business owners navigating the complexities of scaling and selling a business. Joseph reveals one actionable step business owners can take right now to create a "profitable goodbye" when it comes time to exit their business. He and Adam discuss why the cost of selling often causes unnecessary worry and unpack one major oversight people make during the selling process. Finally, Joseph offers guidance on how to successfully scale a business to maximize profitability, ensuring a smoother path to long-term success. This episode is packed with advice for business owners looking to build value and prepare for the future.   https://www.linkedin.com/in/josephsofia/  https://www.bankatfirst.com/business/resources/commercial-markets/central-ohio.html      Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR    Elevate and Exit: https://bit.ly/3xwKDsU  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

    48 phút
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Giới Thiệu

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

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