Clark Nichols has spent a lifetime helping companies build their businesses, both as an employee in his early years, as an owner in his ambitious years, and as a consultant in his productive years. He is a natural born entrepreneur infused with a missionary zeal to help the next generation of entrepreneurs learn that business is a clean and honorable profession bound by rules of propriety as well as law.
Clark consults with companies in their infancy and has never had a failure. By the time companies reach adolescence, which by Clark’s definition begin s after the second year, the true test of management begins and Clark’s work is done. In his heyday, Clark helped more than forty companies go public, many through reverse mergers.
During This Show We Discuss…
Essential steps someone should take when starting a new business BEFORE they actually start it
The key elements to research to judge the possible success of your business
Things that you see successful business owners do right
The most important thing an individual needs to start or expand your business
Some of the foundational essentials that every business should have
Some core components that successful businesses share
The most important personality aspects successful business owners share
The role public relations have in a new business
Some of the most effective forms of marketing businesses use
How to get the startup money without giving up control of the business
When a business should consider going public versus looking for a buyer
The cost going public has
The time frame it takes for a company to go public
The revenue a business should make before going public
What a business should have before it goes public
Why a company should spend the money to go public when raising money for the business is more important
Commonalities businesses that go public have
And much more
Charlie oDonnell is the sole Partner and Founder at Brooklyn Bridge Ventures. His fund makes seed and pre-seed investments and was the first venture firm located in Brooklyn--where he was born and raised. Brooklyn Bridge invested in the first rounds of Canary, Orchard Platform, Tinybop, Hungryroot, Clubhouse, Ringly, and goTenna among others. He previously had investment roles at Union Square Ventures and First Round Capital.
Charlie has a reputation for being early to identifying important companies. Nick Bilton identifies him as an influence on early Twitter investors in his book, Hatching Twitter. Dennis Crowley credits him as having helped kick off the first funding of Foursquare before other VCs had said yes. At First Round Capital, he sourced the firm's investments in Singleplatform (sold to Constant Contact) and GroupMe (sold to Skype). Charlie discovered GroupMe at the hackathon where the service had been built. He also sourced investments in Backupify (which was an idea he had tweeted to the founder, a friend of his), chloe + isabel, and Refinery29.
Charlie bikes to work, has done four triathlons, the NYC marathon, and runs the kayaking program in Brooklyn Bridge Park. The longest he has consecutively been outside of the five boroughs of New York City is three weeks.
During This Show We Discuss…
What stage of growth a company should consider raising Venture Capital (VC)
The common attributes of companies that VCs look for to fund a deal
The importance of a business plan when it comes to getting an investment
How important the experience of the owner is to obtaining successful funding
The amounts of money VCs commonly lend
Which industries best attract venture capital
How your industry impacts your evaluation
What tools and services VCs use to evaluate the value of a company
The common mistakes made when founders start their companies
The common mistakes business owners make when trying to raise VC
Things that are an absolute turn off to lending money
The factors that make a company the most attractive to want to lend money
The types of systems or processes that should be in place before a company seeks venture capital
The percentage of ownership are VCs typically looking for
The level of involvement in the company VCs typically want to have
How long the process typically takes for a VC investment to take place
The metrics and analytics VCs track after investing
The changes that take place when a business brings in outside investors
David Pitts is the co-founder of Off Day Trainer, a text message automation, lead generation, and client management platform built specifically for fitness professionals. As a former gym owner, a Fitness Sales Manager, and personal trainer, David knows fitness. More importantly, he knows how to make fit pros successful using technology to make their sales cycle faster and client retention last longer.
During This Show We Discuss…
Why customer engagement is so important for business owners and how to master it
The best ways to effectively engage customers and clients for best results
How to personalize marketing with minimal time investment
The best ways to automate client engagement and retention
Things that you can do to deepen relationships with prospects and clients
Things you should be doing if you want to keep a client for life
How you can use text to automate both client maintenance and prospecting
Regulations you should be aware of when using text marketing
How to use text marketing to rapidly expand your business
And much more!
Peter Hug is the Director of Global Trade for Kitco Metals Inc. Peter has been involved in the precious metals industry since 1974. He speaks to thousands of viewers each week on Kitco News, drawing on years of frontline experience to provide a traders perspective on the market. Mr Hug contributes daily commentary and market insights for the millions of readers visiting Kitco.com each month.
A frequent speaker at precious metals conferences and in the financial media, Peter is one of a handful of experts who have succeeded through multiple bull and bear cycles using skills honed during the dramatic fluctuations of the 1980s. Prior to joining Kitco, Mr Hug served as Senior Vice President at Guardian Trust Company, now a part of Laurentian Bank, which became one of the largest international trading houses for precious metals.
During This Show We Discuss…
Where the price of gold and silver will go in the short, medium, and longer term
Why someone should consider buying gold
The kind of performance gold has had in the past
The difference between buying gold and buying silver
What is the right amount of gold or silver you should have in your portfolio
The difference between bars, coins, rounds, numismatics
How to best buy gold and silver
How to know you are getting a fair price
How much someone should expect to pay for an ounce of gold and silver
How to know you’re getting the best quality of gold and silver
Where you should store your gold and silver
And much more...
Mark Walker has been an active real estate investor since 2004, so he brought a wealth of knowledge with him when he founded Luxmana Investments in 2011. He started out as a part-time investor––holding a full-time job in high tech––and his passion for real estate enabled him to escape the rat race of Corporate America.
Prior to Luxmana, Mark succeeded in multiple development projects in the trendy Highlands and Berkley areas of Denver, Colorado. Since then, he has acquired dozens of residential and multifamily income properties through Luxmana Investments LLC, which he founded in 2011, and Peak Margin Partners LLC, which he co-founded in 2013.
Mark holds a degree in Marketing from Oral Roberts University in Tulsa, Oklahoma, and has successfully overseen the operations of his own assets, and that of other investors, in Colorado, Texas, Florida and Illinois.
During This Show We Discuss…
The main advantages of investing in multifamily properties is over single-family homes
Some of the main things to look for when investing in multifamily properties
Some surprising expenses that new owners of multifamily properties deal with
Types of returns you can expect to see when investing in multifamily properties
Whether you should manage your properties or use a a property management company
What a portfolio lender is and why an investor would want to seek one out
The lending criteria that commercial mortgage lenders have
How to find the right lender
The best ways to get money to invest into real estate
The best markets in the country for real estate investing right now
The keys to investing in an out-of- state real estate market
How to partner with sponsors on multifamily deals
And much more...
SBA, Entrepreneur, Inc, even NASDAQ are all preaching about the importance of business credit. But do you REALLY know why business credit is a must for your company?
Do you know the power of what business credit can really do for you, even if you are a startup or have personal credit issues?
During this powerful webinar we will reveal:
During this event you will discover exactly why you MUST have business credit. And, why having business credit will be the determining factor between success and failure for your company.
Julie Broad is an Amazon #1 Best Selling Author and International Book Award winner, recipient of the Top 20 under 40 award for Vancouver Island (2014), a successful entrepreneur, recognized real estate investor and a popular speaker and workshop trainer.
After many years spent raising millions of dollars for real estate deals and training other investors to raise money and grow their own portfolio, she’s now known for helping real estate investors and new entrepreneurs who aren’t naturally born to sell, build a brand to get results and ultimately make more money.
During this show you will discover:
Diane Gardner is a Certified Tax Coach, Quilly award recipient, and best-selling author whose proactive planning approach gives clients a leg up on Uncle Sam and helps them dodge the tax bullet. Diane saves small business clients between $5,000 and $50,000 in as little as 60 minutes! Her tax coaching sessions have resulted in a combined savings of over $817,000 to-date. As a licensed Enrolled Agent, Diane prepares returns and helps taxpayers nationwide maximize profits and tax savings. She is a Certified Profit First Professional, an Accredited Tax Preparer and has elite certification as a Certified Tax Coach. Diane is also the co-author of the best-selling books, Stand Apart and Why Didn’t My CPA Tell Me That? She has also authored six other books including her newest, Stop Overpaying Your Taxes! 11 Ways Entrepreneurs Overpay and How to Stop it Now!
During This Show We Discuss…
What tax coaches are and why you need one
Tips to find the best tax professional
How to not pay more in taxes just because of on the entity you choose
The best business entities to choose for liability reasons
The difference between tax preparation and tax planning
The most often missed tax deductions for entrepreneurs
Why business owners often overpay taxes, and what can be done to stop it
How to write off medical expenses through your business
The biggest mistakes business owners make that cost them dearly in taxes
How to know if you’re paying too much income tax
How to hire your kids to work in your business
How pensions and retirement plans affect small businesses
How to stand apart from your competition and increase the lifetime value of your customers or clients
And much more...
Jonathan Pritchard is an entertainer turned speaker, coach, & author. Colleges, businesses, and entrepreneurs book him to talk about his insights into human behavior, success psychology, motivation, & communication.
For the past decade he has been on TV & toured the world as a mentalist which has given him unique insight into why people do what they do, and how to leverage that process to create a custom-fit life. His passion for connecting with audiences means people are drawn to his dynamic presenting style, and he always leaves them amazed with demonstrations of mind to mind communication.
When not on the road speaking you can find him in Chicago practicing kung fu every morning.
During This Show We Discuss…
The secret to magic & mentalism that anyone can learn
How to become more alert and aware of what is happening around us
The process people go through as they make decisions, and the parts of that process be refined
What we can do as business owners to make the right decisions
What we can learn from the design process that we can apply to decision making
Why people have a hard time changing their habits?
How important mindset is to running a business
Mentalist tips on accomplish goals
And much more...
Lin Eleoff is an internet business lawyer whose mission is to show business owners like us how to cover our “assets” online, without having to spend a lot of money on legal fees. As the founder of CoverYourAssetsOnline.com, Lin create a do-it- yourself legal toolkit so that entrepreneurs use to protect not only their business assets, but their homes, cars and investments.
In this show you will discover:
The types of legal risks entrepreneurs should be concerned with
The biggest concern you should have if you try to go through these things alone
The free tools available in Lins DIY toolkit
The most common legal reasons that get business owners in legal trouble
Things you can do to limit the possibility of getting sued
What you should do if you receive a notice you’re being sued
The legal documents and protections all business owners need
What can be done to protect your own intellectual property
How much it really costs to have legal protection
Lins best industry advice for business owners
And much more...
Nav Athwal is the Founder and CEO of RealtyShares, an online marketplace for real estate investing that is transforming the real estate investment landscape. RealtyShares offers investors access to pre-vetted real estate investments and an ability to invest for as little as $5,000 from the convenience of their laptop or tablet. Nav is also an author, writing about online investing, real estate, crowdfunding and fintech for Forbes and LinkedIn Pulse, and has been featured on TechCrunch, Tech.co and Inman. Nav’s been featured on CNBC and Fox Business and guest lecturer on real estate law and investing at UC Berkeley Law School and the Haas School of Business.
During This Show We Discuss…
Why everyone should have real estate as part of their retirement portfolio
How real estate has performed over the last 15 years compared to the S&B 500
Why there is an increase in interest of venture capital in the real estate industry
How to invest in real estate with little money
How potential investors can access money to invest in real estate
The rates and terms you can expect from real estate investing
Why the real estate industry is embracing technology and how it benefits you
How real estate funding platforms like RealtyShares work
The types of due diligence that’s done to get an investment to do fix and flips
They type of experience you’ll need to get an investment to fix and flip properties
How lucrative residential real estate investing is versus commercial
The best areas in the country to currently invest
Henry has over 34 years of diverse business experience, including successful careers in the information technology industry, sales, sales training and business ownership. He has now been part of 10 different business ventures. He is currently the Managing Partner of Levante Business Group – dedicated to helping people start, run and grow a small business. Levante Business Group produces The How of Business podcast, and Henry is the co-host of this show. He is also currently co-owner of iTopIt (a self-serve frozen yogurt restaurant in Colorado Springs), L3 Destinations (a Travel Agency co-founded with his wife), and is currently in the process of building a car wash with his business partner in a suburb of Denver, Colorado. Henry currently resides in a suburb of Dallas, Texas with his wife Pam and their daughter (who just started her freshman year of university).
This show is packed full of EVERYTHING you will want and should know about your FICO consumer and business credit score… and what you can do to easily repair and control both.
During the show, you will discover:
Who FICO is, when your FICO score was created, and when it became widely used
What information FICO uses to calculate your credit scores
What credit scorecards are and how they are the reason you have so many credit scores… this is why the credit score you pull is so different than car dealers, banks, and mortgage brokers
Find out the exact credit scorecards that the top industries use and how they weigh information differently than reports you pull… and uncover how many of these scorecards really exist
Learn about the secret credit score that more and more lenders are using that you probably have never even hear about… this score comes from the bureaus themselves, not FICO
Find out what defines excellent, good, fair, poor, and bad credit and see where you stack up… you probably are not where you think you would be on this scale
Uncover the 5 components of the FICO credit score… and learn how much of an impact that component has on your scores
Find out how to easily control each of the 5 aspects of your score… and get easy top tips on how to quickly improve each aspect to skyrocket your scores
See how much of an impact using your credit cards has on your scores… HINT, it’s almost as much as paying your bills late
Uncover the 3 components of payment history that impact your score… it’s so easy to mitigate any credit score damage with this information
How much inquires really impact your score… HINT, 0 points unless something specific happens
Which industries can pull your credit 67 times in a week but only count as 1 inquiry on your credit reports
How your FICO SBSS business credit score works… and what you must do to ensure your score is high enough for bank loans
You will get a ton of awesome and actionable information during this show.
As an Author, Entrepreneur and Mom, Mary Kathryn Johnson has created online success since 2003. A fall while pregnant with her second son landed her with two broken legs, her first book, and business. She is now on her third business helping other Parents create their own family and entrepreneurial freedom through her podcasting, writing, mentoring and online courses.
Travis has spent almost a decade educating the wealthy on better techniques and strategies to improve their personal finance, investments, and taxes. Over time he learned that one of the key differences between those with wealth and those without, is the type of financial education they receive. The current system guides the brightest advisors to the wealthy leaving the masses to their own devices. Without a trained advisor to guide people through the process of debt elimination and then on to wealth creation, the masses have been and will continue living in financial peril with no real light at the end of the tunnel. Travis and his team have created an easy to follow educational and implementation series that teaches people how to get completely out of debt, including their mortgage, without affecting their lifestyle or spending habits.
Steven Floyd has over 25 years of experience savings taxpayers thousands of tax dollars via strategic tax planning and/or resolving tax issues with the IRS. He is an Enrolled Agent and Certified Tax Coach. After graduating from USC in 1982 with a BS in Finance, he has worked in the banking industry, private sector and in 1992 opened his own practice.
Stevens passion is to have taxpayers pay the least amount of tax legally possible. And he shares his message frequently in lectures with several real estate associations and organizations and is a member of the California Society of Enrolled Agents, National Association of Tax Professionals, American Society of Tax Problem Solvers, and American Institute of Certified Tax Coaches
Steven is also the author of the best-selling book You Can Deduct That… How Small Business Owners Can Transform Ordinary Spending into Tax Savings.
During This Show We Discuss…
Awesome advice for individuals and businesses to pay the least amount of tax legally possible
Things individuals and businesses can deduct that most would find surprising
The biggest mistakes business’s make that result in paying more taxes than they should
The real difference between a deduction and tax credit
What you should do to prevent being audited
How to be proactive in tax planning instead of reactive
Super-effective tax-saving strategies that CPAs don’t suggest
The best entity to set up for a business tax-wise, and why
The best vehicles for investing
The difference between a CPA and an Enrolled Agent
And much more
Over the last quarter century Damion Lupo has started and owned more than 30 different companies including an insurance agency, a precious metals firm, a venture capital company, a financial consulting firm, and more than a dozen real estate investment and development companies. He’s also the founder of Yokido ™, his own martial art and holds 3 other black belts. Damion also opened Total Control Financial in 2016 designing everything around 10X growth and 10X impact for the client, the team and shareholders.
Damion is a 5-time author and sought after financial consultant for accredited investors and business owners. Using a vast knowledge of financial markets, money psychology and pattern recognition he’s an expert at quickly diagnosing hidden financial cancers with clients and their organizations and rewiring both for success.
During This Show We Discuss…
What business owners should be doing now to ensure they have a healthy savings for retirement
The next step for someone who wants to take control of their financial retirement
When companies should consider outside investments, such as seeking seed capital
The fundamental keys to obtaining venture capital
The importance of including real estate into your portfolio
The percentage of someone’s overall investments that should be in real estate investments
How someone gets started with investing into real estate
The type of investment portfolio a business owner should have
The key to 10x growth and profits in a business
How someone can roll over a 401k or IRA into an EQRP without penalty
And much more...
John Pollock is the CEO of Financial Gravity Holdings Inc., and President of Pollock Advisory Group, Inc., a Registered Investment Advisory firm. He is a Certified Tax Coach and a Certified Wealth Strategist.
John can be heard every Saturday at 12 PM on AM 660 The Answer on the Financial Gravity Show, where he discusses tax reduction strategies for small businesses and retirees.
He has been featured in Forbes Magazine, Rep. Magazine, and the Collin County Business Press and is a frequent contributor on television (TX21, FOX4, WFAA8) and Radio (KRLD, KSKY, Tax Guys Radio Show and Financial Safari). John wrote the books The Nest Egg Cookbook – Your Recipe for a Comfortable Retirement and 10 Biggest Tax Mistakes that Cost Business Owners Thousands. He contributed to the books Secrets of a Tax Free Life, and Tax Breaks of the Rich & Famous.
John is a featured speaker at conferences around the country and has a popular YouTube Channel with over 500 videos. (http://www.youtube.com/johnpollockinc).
Hemda Mizrahi, Ed.M., M.A., uses her skills as a certified coach and licensed therapist to facilitate optimal performance and quality of life for executives and businesses. This includes supporting them in developing exit strategies and transition plans that honor their accomplishments while accounting for changing market conditions and lifestyle needs. In collaborating with clients to align their investments with their values, capabilities, and life stages, she helps to ensure the integrity of their legacies. Her work as an executive and entrepreneur coach spans the full life cycle of a business venture or career, from preparing for a successful start to making a graceful exit and launching yet another beginning. She earned masters degrees in Counseling and Organizational Psychology at Teachers College, Columbia University. She holds a Bachelors degree in Hospitality Management from Cornell University, and is trained in image consulting and mediation.
During this show we discuss:
Tools and techniques that entrepreneurs and executives can use to perform at their best
Difference in mindset you see between high and low performers
Factors that impact the performance of CEOs and business owners
Factors for identifying your personal success code
What you can do to perform at your best
Factors that are different in top performers in the actions they take?
Tips for business owners to reduce their stress and anxiety
Relaxation methods you should know about
How to handle pressure situations
Things you can do to increase their own confidence
John Bowen is a successful entrepreneur and the founder of four multi-million dollar businesses, including CEG Worldwide and AESNation.com. He is widely recognized as a leader in the financial services industry. He currently coaches hundreds of top financial advisors to serve their affluent clients even more effectively and matches successful business owners with top financial advisors for 2nd opinions. He is a podcaster and author with more than 15 books to his name and is a regular columnist for The Huffington Post and Financial Planning.
During This Show We Discuss…
How business owners become seriously wealthy while growing their businesses
Commonalities of ultra-wealthy business owners
The biggest risks business owners face that jeopardize their wealth
What smart business owners do to mitigate risks such as potential lawsuits
The best way to mitigate paying high taxes as a business owner
What business owners do to mitigate their risk of something happening to them, and the business failing as a result
The type of mentors and financial savvy people should business owners have involved with them and in their business
And much more
David Mariano is a Director with Western Reserve Partners, a middle market investment bank, and has spent most of his career working with business owners, CEOs, CFOs and Heads of Business Development as an advisor, part-owner or business leader. He is the Head of Western Reserve’s Acquisition Advisory Practice and hosts the podcast, Fully Invested. David is also the founder of Finance Career Launch, a career development platform (includes courses, private member benefits and a podcast) which helps finance professionals advance their careers through changes in position or performance improvement.
During this show we will dive into how you can get a business loan even if you have credit issues, do not have collateral, or do not have cash flow.
There are A LOT of available funding options for you and your business… but most of them you will not find at your bank. During this show we will look at the financing you can get, where to get it, and how to actually get approved.
You will discover:
What sources now issue over 98% of all business loans… and how you can get access to that funding
Funding options that can work for you even if you have bad personal credit, no collateral, no cash flow verification, and even as a startup
How to make sure you do not get declined due to being in a “restricted industry” … and how to choose the right entity to reduce your personal liability
12 items on your loan application that lenders heavily scrutinize… and how to make small tweaks to ensure you get approved
How to get approved for multiple loans only because you have consistent cash flow… regardless of your business tax returns
How to get 0% NO DOC business financing… and how you can get approved even as a startup
The key to getting little-known-about alternative SBA loan options with great rates and long terms… even with average credit
How to use collateral to get loans and credit lines with rates of 5% or less… and how to qualify even if you do not have collateral
How to get business credit for your EIN that is not linked to your SSN even when you do not qualify for other business loans… and how to get your HIGH LIMIT accounts quickly
6 other forms of financing that most do not even know about… and how to get approved
During this show you will discover how to setup your application the right way where you will get approved.
And you will uncover the exact types of financing you can get regardless of cash flow, credit, or collateral… and the exact steps to get approved.
John is Chief Executive Officer of Venture First and has focused his career on working closely with
venture-backed companies. He has worked with hundreds of early- and growth-stage companies across
many industries, many of them dealing with highly-technical products or business models. He believes
strongly in the use of carefully-applied rigor to rationalize financial models, business plans, valuations,
and other quantification tools. He has over a decade of financial experience, including buy-side and sell-
side mergers and acquisitions; debt and equity capital raises; strategic consulting; complex financial
modeling; business plan development; equity and derivative valuation; and venture incubation. John
attended the Wharton School at the University of Pennsylvania, where he received a B.S. in Economics
and dual concentrations in Finance and Management.
In this episode you’ll discover…
What are some of the most exciting things happening in the venture market
What the overall early-stage business climate is like now
When you should have your company valuated
How early-stage valuations are conducted and what are the current trends
Why most startups fail
Tips for new entrepreneurs
The process for a capital raise, and how any company can do it
Awesome tips for successful capital raising
Cool tips for closing capital deals
Things a business owner should do in the beginning if the exit plan is to sell the company
The first step a business owner should take to sell their company
The type of financial consulting a business owner, even a new business owner should have
The process a business owner take to determine the value of their business
And much more...
Todd Tresidder is a former hedge fund manager who “retired” at age 35. He loves playing the money game like a kid loves playing Monopoly and remains an active investor to this day. He is also a financial educator and pro-consumer advocate having authored 5 personal finance books. His work has been featured in the Wall Street Journal, Investors Business Daily, Forbes, NPR, and market Watch, among other places. If you like what you hear from him today, you can get more of his insights on the Financial Mentor Podcast, or get his free email course, “52 Weeks to Financial Freedom,” teaching you how to invest smart, build wealth, retire early, and live free at - FinancialMentor.Com.
During this show we discuss…
What the “7 Steps to 7 Figures” wealth building process is and how it works
How your financial picture is a mirror of your habits and attitudes
How to develop your wealth plan connected to how you really run your life
How to take massive action to accumulate massive wealth
How to structure your life to pull you towards your financial goals
The 5 steps you really need to build your wealth
How much money does someone really need to retire
How retire really is financial independence planning
How to accomplish financial independence at a young age
The dangerous myths you should know about retirement calculators and how to use them wisely
How to get access to 80 different calculators to map out your wealth and goals
Why you need to save $300,000-$ 400,000 for every $1,000 in retirement income you want to have
How owning a business and real estate can help you catch up on retirement planning if you are behind now
The difference between a fast and slow path to wealth
How someone designs a plan to achieve financial independence that will actually work
How to accomplish true wealth
The 3 asset classes you must know about