Ep. 411 | Unlocking Hidden Savings for Small Businesses with Margin First Advisors episode artwork

EPISODE · May 18, 2026 · 27 MIN

Ep. 411 | Unlocking Hidden Savings for Small Businesses with Margin First Advisors

from Small Biz Florida · host Florida SBDC at Indian River State College

On this episode of Small Biz Florida, host Tom Kindred sits down with Fred Lenz, Founder and Managing Partner of Margin First Advisors, to discuss how small and medium-sized businesses can uncover enterprise-level cost savings without upfront consulting fees. Fred shares how his company helps SMBs improve margins through healthcare cost mitigation, IT optimization, tax incentives, AP automation, and other specialized solutions typically reserved for large corporations. He explains Margin First Advisors’ unique no-risk business model, in which clients pay only after savings are realized, and takes a deep dive into a healthcare program that leverages Affordable Care Act provisions to reduce employer healthcare expenses while generating significant FICA tax savings. The conversation also explores the growing role of virtual healthcare, automation, and proactive cost management strategies for businesses navigating economic uncertainty. Connect with our guest:  https://margin1st.com/

Episode metadata supplied by the publisher feed · Published May 18, 2026

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Ep. 411 | Unlocking Hidden Savings for Small Businesses with Margin First Advisors

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