Business Mastery Podcast

Send us Fan MailDawn talks with Curt Moore, founder of Moat Title Security (headquartered in Oklahoma City and operating in nine states), about what businesses must consider when expanding into new states, especially in regulated industries like real estate and public document recording. Kurt explains the need to register as a foreign entity with each state’s Secretary of State (with varying fees and annual requirements), maintain proper insurance and risk-aligned terms of service, and understand county-by-county recording rules and acceptable document nomenclature. He emphasizes consistency in entity structure, getting legal advice, researching state statutes, and proactively calling state offices or county clerks for guidance. Curt describes how Moat modifies contract language in some states to coordinate with state fraud statutes, and how Moat prioritizes expansion states based on target demographics and regulatory complexity to avoid costly compliance surprises.Who is Curt Moore and whom does he serve? (00:53)Foreign Entity Registration (02:48)Research County Recording (03:59)Entity Structure Consistency (06:30)Insurance And Risk (08:33)State Specific Disclosures (11:06)Contracts And Statutes (14:24)Choosing Which States (22:09)Fraud Concerns And Consumers (28:45)Key Takeaways Recap (32:23)Where To Find Curt (35:21)Curt Moore’s Information:Website: https://moattitlesecurity.com/moat-specialist/LinkedIn: https://www.linkedin.com/company/moat-title-security/Facebook: https://www.facebook.com/moattitleSupport the showThanks for listening. If you liked what you heard and want more, please visit and subscribe:Subscribe to our Youtube Channel: https://youtube.com/@dawnkkennedyxo?si=DcRcjv7H0KN5_vFPFollow us on Instagram https://www.instagram.com/dawnkkennedyxoFollow us in Tiktok: https://tiktok.com/dawnkkennedyFor weekly in-depth articles, tips, and strategies: https://getinweredoingbusiness.substack.com Dawn’s Website: https://dawnkkennedy.com/Links and Freebies: https://dawnkkennedy.com/resources Support the showSUPPORT THE SHOWOrder Dawn’s book, The Profit Accelerator for Small Business ...

Send us Fan MailDawn welcomes back Stacy Brown-Randall (previously featured in 2022 on “Generating Referrals Without Asking”) to discuss her updated work on referrals, including her second book, The Referable Client Experience. Stacy explains that referrals exist within a business “ecosystem” and outlines three foundational referral plans: generating more referrals from people who already refer you (covered in her first book), creating a referable client experience that bridges great work to referrals during the engagement (covered in her second book), and cultivating “potential referral sources” who have never referred you. She distinguishes referrals from word-of-mouth buzz, introductions, and warm leads, and argues referrals are a separate business-development leg from marketing and prospecting, driven by relationship-based trust, desire, and opportunity. She notes referrals can be built virtually and cites common stats such as ~70% close rates and 80%+ preference for recommendations in buying decisions.Who is Stacey Brown Randall, and to whom does she serve? 00:43Referral Ecosystem Overview (01:09)Three Referral Plans (03:22)What Counts as Referral (06:16)Referrals vs Marketing (12:26)Desire Opportunity Trust (16:43)Virtual Referral Relationships (22:56)Timeline ROI Expectations (25:39)Referral Stats Close Rates (29:62)Books Links Farewell (32:15)Stacey Brown Randall’s Information:Website: https://staceybrownrandall.com/articles/LinkedIn: https://www.linkedin.com/in/staceybrandall/Generating Business Referrals without Asking: https://generatingbusinessreferrals.com/New Book: https://referableclientexperience.com/Support the showThanks for listening. If you liked what you heard and want more, please visit and subscribe:Subscribe to our Youtube Channel: https://youtube.com/@dawnkkennedyxo?si=DcRcjv7H0KN5_vFPFollow us on Instagram https://www.instagram.com/dawnkkennedyxoFollow us in Tiktok: https://tiktok.com/dawnkkennedyFor weekly in-depth articles, tips, and strategies: https://getinweredoingbusiness.substack.com Dawn’s Website: https://dawnkkennedy.com/Links and Freebies: https://dawnkkennedy.com/resources Support the showSUPPORT THE SHOWOrder Dawn’s book, The Profit Accelerator for Small Business ...

Send us Fan MailDawn Kennedy talks with Holly Hoffman (“the sales tax lady”), founder of Sales Tax Advisory Network, who serves businesses of any size and industry with sales and use tax training and guidance. Hoffman explains the difference between sales tax (seller’s liability) and use tax (purchaser’s liability) and notes audits often focus more on untaxed or undocumented purchases than on sales. They discuss state-by-state complexity, resale certificates and seller’s permits, manufacturing exemptions that vary by state, and the difficulty of determining whether services are taxable. Hoffman warns against relying on Google, AI, or non-official sites for tax rates, advising use of official Department of Revenue/Treasury lookups. They cover the Wayfair decision’s impact on interstate sales, the continued importance of physical presence nexus, increased post-COVID multistate audits and data sharing, and growing state focus on taxing digital goods. Hoffman shares she only provides audit defense in Wisconsin and can be reached at salestaxlady.com.Who is Holly Hoffman and whom does she serve? (00:52)Fear and Safe Space (02:33)Sales Tax vs Use Tax (04:49)Resale and Permits (07:45)Manufacturing Exemptions (09:24)Service Business Taxability (11:07)Retail Rates and Jurisdictions (14:38)Wayfair and Nexus Basics (19:06)Permits Across States (25:32)Audits and Digital Goods (32:24)How to Reach Holly (35:47)Holly Hoffman’s Information:Website: https://salestaxlady.com/LinkedIn: https://www.linkedin.com/in/hollymhoffman/YouTube: https://www.youtube.com/user/hrhoffman99/videosFacebook: https://www.facebook.com/salesincometaxX: https://x.com/salesincometax?s=09Support the showThanks for listening. If you liked what you heard and want more, please visit and subscribe:Subscribe to our Youtube Channel: https://youtube.com/@dawnkkennedyxo?si=DcRcjv7H0KN5_vFPFollow us on Instagram https://www.instagram.com/dawnkkennedyxoFollow us in Tiktok: https://tiktok.com/dawnkkennedyFor weekly in-depth articles, tips, and strategies: https://getinweredoingbusiness.substack.com Dawn’s Website: https://dawnkkennedy.com/Links and Freebies: https://dawnkkennedy.com/resources Support the showSUPPORT THE SHOWOrder Dawn’s book, The Profit Accelerator for Small Business ...