Financial Acumen

In this conversation with Doug Brown, CEO of CEO Sales Strategies & Author of Win-Win Selling, and the creator of the Double Your Sales Methodology, he shares his wisdom bytes on how business leaders and sales professionals can shift from transactional sales tactics to authentic relationship-building strategies that drive high-value deals.

In this discussion with Stephane Nasser Co-Founder of Open VC , we discuss the components of a great pitch deck including storytelling, content and design, financial projections, risk and scalability and the "call to action."

This is a must see podcast for entrepreneurs seeking capital from an executive whose platform attracts over 300 pitch decks per week.

In this discussion with Ivan Illian, AIF, CFS, Founder and Chief Investment Officer for Aligne Wealth Advisors, a best selling author of the book “ Success as a Financial Advisor for Dummies.” and an official member of the Forbes Finance Council, we discuss the difference between investing and speculating and cover topics such as market behavior, financial impact and risk management from these different approaches.

In this episode with Shawn Sackman, Commercial Banking Leader for Regions Bank, we discuss the process and key factors that banks consider when assessing the creditworthiness of your business and candidacy for debt financing. We explore a number of areas including financial metrics, credit history, business plans and collateral in support of credit applications.

In this conversation with Gus Perez, Partner and National Leader Valuation Services for Cherry Bekaert, we discuss the various techniques to value businesses as well as strategic, risk and operational considerations to improve business value.

In this conversation with Pete Fernandez, Managing Director & Wealth Partner at J.P Morgan Wealth Management, we discuss the key wealth considerations entrepreneurs face before and after a major liquidity event, including uses of capital, legacy planning, risk and opportunity analysis, and lifestyle decisions.

In this conversation with Scott Mager, Market Managing Partner at Grant Thornton, South Florida, we discuss getting your accounting and administrative house in order, especially in anticipation of strategic changes such as growth, IPO, exit sale, succession transition, or business relocation.

In this first of a two part episode with Emil Stefanutti, Founder & CEO of Shoppr.tv and over 20 years as a highly successful entrepreneur in the tech, media and design industries, who despite starting with little financial background, managed to learn and build his financial acumen to help build thriving and valuable businesses, including ContractRoom, a disruptive and award winning legal tech company.

In this episode with Matt DiGregorio, Partner at Lockton, we discuss the financial evaluation of Employer Sponsored Health Benefit Plans including plan design, key metrics and communication to the workforce. Matt shares his wisdom bytes on how to make informed decisions that benefit both your employees and your bottom line, with the goal for a healthier and more productive workforce.

In this conversation with Leah Turnbull, Managing and National ESOP Practice Lead with BMO Corporate Advisory, we discuss the spectrum of ownership transition and liquidation strategies ranging from dividend recapitalization, share repurchases, ESOP's to complete sale of a business.

In this conversation with Mark Chaves, International Tax Partner at Marcum LLP, we discuss different business entities and considerations for choosing the ideal structure for tax efficiency, compliance and tax planning strategies.