PODCAST · business
Growthink Podcast
by Hosted by - Tim Martinez
The Growthink Podcast brings you strategic insights and expert advice from the frontlines. Join us as we explore innovative business strategies, success stories, and actionable tips to accelerate your business growth. Our episodes delve into critical topics to help you navigate every stage of your business journey. Whether you're a CEO, executive, or investor, stay ahead with the latest trends, interviews with industry leaders, and practical advice tailored for ambitious professionals. Work with Growthink - www.Growthink.com
Episodes
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What Private Equity Firms Look for in a Business | Nik Shah, Cohere Capital
What do private equity firms really look for when investing in founder-owned businesses? And how can business owners find the right private equity partner without sacrificing their company's culture, independence, or long-term vision? In this episode of the Growthink Private Equity Spotlight...
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What Private Equity Really Looks for in a Business | Mike Chamberlain, Unity Partners
What actually happens when you sell your business to a private equity firm? In this episode of the Growthink Private Equity Spotlight Series, Tim Martinez sits down with Mike Chamberlain of Unity Partners, a lower-middle-market private equity firm focused exclusively on service businesses. Mike...
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Don’t Start With AI: Start With the Outcome
Which AI tool should your business use? That’s the wrong first question. Start with the outcome you want, how you’ll measure it, and the data needed to get there. In this conversation, Tim Martinez and Bert Carter, Senior Engagement Advisor at Growthink, discuss a practical approach to AI...
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Work-Life Balance in the Age of AI
Why do successful founders have no work-life balance - even when AI is making them more productive? In this episode of the Growthink Podcast, Tim Martinez sits down with wealth advisor Geoff Sokol to explore a strange paradox: AI is helping founders get more done, but many are becoming busier…
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The 5 Fears That Keeps Business Owners From Selling
In this episode of the Growthink M&A Webinar Series, Tim Martinez sits down with Jeff Jones, Managing Director at Growthink Capital, to discuss the five biggest fears that prevent business owners from pursuing a successful exit. Jeff has advised on more than 300 client engagements spanning...
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Your Business Isn't Worth What You Think It Is | Real-Time Valuation Breakdown
Most business owners have a number in their head for what their company is worth. The problem? Buyers don't care about your expectations—they care about risk, cash flow, growth, and market reality.In this episode, Tim Martinez sits down with Antonio Barzagli to break down an actual company...
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What Actually Happens When You Sell Your Business
Most business owners think selling a company is simple: hire a banker, find a buyer, close the deal, and move on. That’s not how it actually works. The moment you take your company to market, everything gets exposed — your financials, leadership team, customer concentration, operational…
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The Complexity of Wealth - Why money Creates New Problems
Most people spend decades learning how to build wealth. Almost nobody teaches them how to psychologically manage it once it arrives. In this episode, Tim Martinez sits down with Geoff Sokol to explore the hidden reality of “complex wealth” — the emotional, relational, and strategic challenges…
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Your Pipeline is Overvalued
Why do companies with “strong pipelines” still miss revenue targets—and why do investors keep overvaluing them? In this episode of the Growthink Podcast, we break down The Pipeline Fallacy—the dangerous assumption that pipeline equals revenue, growth, or valuation. The reality? Most pipelines are...
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Why Business Owners Retire Broke
Why do so many business owners retire broke—even after a big exit? In this episode, we break down the uncomfortable truth most entrepreneurs ignore: selling your business doesn’t guarantee financial freedom. From poor tax planning to lifestyle creep and bad reinvestment decisions, we unpack the...
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Your Portfolio Company Isn't Broken - Here's What's Wrong
Is your portfolio company actually broken… or just poorly executed? Too many private equity firms default to rebuilding—new strategy, new systems, new leadership. But in most cases, the real issue isn’t the business… it’s execution. In this conversation, we break down how to diagnose...
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How to Save Millions at the Exit
Whether your exit is 1 year away or 5, understanding these strategies now can dramatically impact your outcome. What you’ll learn:• How taxes and deal structure impact your net proceeds• The biggest mistakes that cost owners millions at exit• Tax-efficient strategies used in sophisticated...
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The CPG Growth Trap - How to Thrive When Expansion Slows
Why do so many CPG brands lose momentum after early growth?In this episode, Tim Martinez sits down with Priscilla Frick, CPG growth and go-to-market expert, to break down what happens when a consumer packaged goods brand starts to slow down - and what founders, operators, and brand leaders need…
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What Separates Elite Investment Bankers From Everyone Else
In this episode, we sit down with Jay Turo to break down the real attributes of top-performing investment bankers — especially within the world of boutique investment banking, M&A advisory, and business brokerage. Beyond technical skills, the best dealmakers distinguish themselves through...
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M&A Due Diligence - How To Protect Your Exit Valuation
Most business owners don’t lose value when they sell - they lose it during due diligence. In this session, Jeff Jones, Managing Director at Growthink Capital, explains how buyers actually use diligence to reprice risk, why deals retrade, and how sellers can prepare so diligence becomes a...
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How to set up your own family office in 30 minutes (Using A.I.)
AI just collapsed the cost and time of building a modern family office. What used to require big legal + CPA bills and countless admin hours can now be blueprinted in ~30 minutes using the right AI prompts.In this conversation, Geoff Sokol (Investment Adviser at Growthink RIA) walks through 10...
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The PE-Founder Collision - Why Generational Misalignment Erodes Value Creation
When private equity meets founder-led companies, there’s an invisible fault line:the people who manage the capital and the people who manage innovation are playing two different games. In this episode, Tim Martinez sits down with Bert Carter of Growthink Advisory to unpack the real source of...
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Show Me The Money - How Buyers Actually Get Paid in an Exit
Most business owners don’t understand how they actually get paid when they sell their company—and that confusion is exactly why so many walk away with far less than they should.In this episode of Show Me the Money, we sit down with Jeff Jones and Eddie Clay of Growthink Capital to break down the...
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Qualifying EBITDA Add-Backs - Separating Fact From Fiction | Masterclass
If you’re prepping for a sale, buying a company, or just EBITDA-curious, this session breaks down EBITDA add-backs (aka adjustments): what qualifies, what gets rejected, and how buyers, PE firms, and QoE providers treat them in diligence. We define EBITDA vs Adjusted EBITDA, show how owner...
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Guardrails vs. Handcuffs - The Battle For Operational Discipline
Operational discipline isn’t red tape - it’s the engine of innovation, speed, and enterprise value. In this episode we break down operational discipline vs. bureaucracy, show how systems, processes, and dashboards actually accelerate growth, and share a practical playbook for PE operating…
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Run It 'Til The End - Protecting Your Legacy Without Exiting
When business owners talk about selling, many say they’ll “run it forever” or “die at their desk.” And that’s fine—if the right protections are in place. In this episode, we sit down with Geoff Sokol, Wealth Advisor at GTRIA (a Registered Investment Advisory firm), to unpack the realities of...
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Exit While Running Your Business
What if you could retire before you sell your business?Most business owners think they have to wait for a big payday to enjoy freedom. But what if the real strategy is building wealth while you're still in the game?In this Live session, we’ll unpack what it means to exit on your own terms—without...
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Build Recurring Revenue or Get Left Behind
Recurring revenue isn’t just nice to have—it’s the backbone of valuation, investor interest, and exit potential. If you're building a business that needs to scale, attract capital, or sell one day, this episode is non-negotiable. You’ll learn: * The 5 core recurring revenue models (and how to…
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The Legal Tax Shelter Hiding in Plain Sight
What if there was a perfectly legal way to sell your company and pay little to no taxes on the gains? In this episode, we sit down with tax strategist Geoff Sokol to uncover the powerful—but often overlooked—benefits of Qualified Small Business Stock (QSBS). We break down what it is, who…
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The Psychology of Exiting Your Business - 7 Emotional Hurdles
What’s Really Stopping You From Exit Planning?In this candid conversation, Tim Martinez sits down with Bert Carder to explore the real emotional hurdles that stop business owners from preparing for an exit—even when they know they should.From fears around price and control to uncertainty about…
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Reverse Engineer the BIG Exit - What Buyers Really Pay For
In this episode, we explore the strategic and emotional process behind exit planning for business owners, featuring expert insights from the team at Growthink Capital. If you're a business owner thinking about selling your company—whether it's 1 year or 5 years away—this conversation is a...
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The True Cost of Inaction
In this insightful episode, we sit down with Geoff Sokol to unpack the real cost of financial inaction, especially for entrepreneurs, small business owners, and high-income professionals. Framed through the lens of personal financial planning, behavioral finance, and exit strategy, this...
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Value Your Company Like a Professional Investor - The Buy-Side Guide
In this insightful video, Eddie Clay from Growthink Capital shares expert advice on what buyers, whether strategic or private equity, look for in potential deals. Learn key strategies for evaluating acquisitions, understanding investor criteria, and preparing your business if you're a seller....
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Engineering Cancer Prevention: The TyMe Institute Story
In this powerful and emotional episode of Entrepreneur Unscripted, we sit down with David Ergisi, the visionary CEO of the TyMe Cancer Institute Foundation—a groundbreaking cancer prevention center leading a new era of innovation in early detection, holistic health, and community-driven...
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8 Myths About Exits That Can Cost You Millions – with Antonio Barzagli | Growthink Capital
In this eye-opening conversation, we sit down with Antonio Barzagli from Growthink Capital’s London office to uncover the 8 biggest myths about business exits that can quietly destroy your valuation — or worse, cost you millions. Whether you’re a founder planning your first exit or an experienced...
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The Future of Work
The Future of Work with Anna Vitale, Chief Client Officer at GrowthinkWhat does the future of work really look like?In this episode, we sit down with Anna Vitale, Chief Client Officer at Growthink, to explore the rapidly shifting landscape of how we work, where we work, and the skills we’ll need…
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Before You Spend a Dollar on AI - LISTEN TO THIS
On this show Bert Carder, Sr. Advisor for Growthink shares his thought process on how he guides clients in their AI journey. Here he discusses how to approach the conversation by asking the right questions, how to win with small projects and how to pick the right partner to support you in the...
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How to Determine a Good Investment
In this episode, we sit down with Geoff Sokol, Wealth Advisor at GT Registered Investment Advisory, to discuss what makes a good investment. We break down key factors like risk tolerance, control, diversification, and how business owners should think about investing their capital.If you're...
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How to Increase Your Business' Selling Price by 20-50%
In this video Jeff Jones, the VP of Growthink Capital shares what it takes to increase the value of your business before you exit by as much as 20-50%. If you're looking to exit in the next few years, implement the strategies discussed here to ensure you're in the best position possible when the...
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Swinging For the Fences: Taking On the US Market | Entrepreneur Unscripted Series
In this episode of Entrepreneur Unscripted Growthink's Bert Carder sits down with Joes Daniel Vargas, the CEO of BatBox to discuss his entrepreneurial journey and the challenges of expanding into the United States market. #entrepreneurship #investing #startup #ceo Website:...
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Identity Shift - Transitioning Out of Company Ownership
In this episode we explore the world of business owner identity. What does a business owner do after they sell their business? How do they make the shift in lifestyle? Who are they without the title? Tune in as Bert Carder and Anna Vitale discuss this compelling topic. #exitplanning...
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The Time is NOW To Sell Your Business
In this episode we sit down with Co-Founder, Jay Turo to discuss his thoughts on why NOW is the best time to sell your business. We discuss the favorable conditions of our economy as well as the risks that are stacked against business owners. Tune in and take action. #sellyourbusiness...
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Massive Mission - Feeding A County | Entrepreneur Unscripted Series
In this episode we sit down with Casey Castillo the CEO of the San Diego Food Bank to discuss their massive vision for feeding a county and how he is positioning the organization to accomplish it's goal. #mission #sandiegofoodbank #nonprofitadvice --- For more information on the San Diego Food...
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Building An Overnight Success - Entrepreneur Unscripted Series
On this episode the CEO of Marquis Beverages discusses the 10 year journey of building an overnight success - the highs, lows, wins, learnings, findings and mental fortitude needed to go the distance. --- https://drinkmarquis.com/ #entrepreneurship #success #culture Christopher Lai...
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Series A Round - The Untold Story | Entrepreneur Unscripted
This video offers a comprehensive guide for entrepreneurs navigating the journey of raising capital - the challenges of giving away equity and the criticality of selecting the right investment partner are explored, offering insights into building strong partnerships. #termsheets #valuation...
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Optimize Before You EXIT
Exiting a business is about more than just finding the right buyer—it’s about maximizing its value. In this video, we’ll explore how optimizing your business with automation, streamlined systems, and well-documented SOPs can unlock its full potential. Learn how integrating AI and modern…
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It's Never Too Late to Diversify | Entrepreneur Unscripted with Jo Fleming
In this episode, we sit down with Jo Fleming, the dynamic CEO of Environmental Innovations, a pioneering B Corp in the ESG space. Jo shares why it's never too late to diversify, offering insights into how adaptability has been key to her company’s 20-year success story. She delves into the...
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From Bootstrap to CEO | Entrepreneur Unscripted
In this video, we sit down with Sean O'Dowd, a former consultant at BCG who transitioned into entrepreneurship as the CEO of Scholastic Capital. Sean shares his journey from advising companies to building his own business, leveraging his expertise in real estate acquisitions. He dives into the...
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From Side Hustle to CEO feat. Vijay Kumar | Entrepreneur Unscripted
CEO of Neon Mango. Vijay discusses his journey from corporate leader to start-up CEO. He gives an in-depth look at what it takes to step out as an entrepreneur, the risks, the upside, the importance of partnerships and the critical mindset required to make it. If you're contemplating jumping...
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Valuation 101: What Your Business is REALLY Worth
Valuing a company is a bit of an art and a science. In this podcast Antonio Barzagli and Eddie Clay have an in-depth discussion of all the considerations that factor into the valuation process. Contact: Eddie Clay - [email protected] Antonio Barzagli - [email protected]...
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Why You Can't Raise Capital
Raising capital requires a specific approach. Make the right moves and investors may come flocking to you... make the wrong moves and you may scare them off indefinitely. In this podcast Antonio Barzagli shares deep insight on what it takes to successfully raise capital for your company…
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How Two Founders Built 25 Years of Excellence: The Growthink Story
In this episode we sit down with the Co-Founders of Growthink - Dave Lavinsky and Jay Turo. Together they share what it took to successfully make it in business and as partners for 25 years. For anyone looking to build a strong, long-lasting, "living company" this video is a must watch. --...
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How Financial Modeling Drives a Profitable Exit
A strong financial model is the centerpiece that will serve the business throughout its life. This is especially true when it comes to exiting the business. On this podcast Antonio Barzagli and Predrag Milosevic discuss key elements of a great financial model and how to use it to support your...
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Traditional Wealth Management is Dead
The wealth management game is changing, is your advisor changing with the times? In this video Jeff Jones and Geoff Sokol discuss what the future of wealth advisory looks like, specifically for the business owner. #wealthadvisory #wealthmanagement Contact: [email protected]...
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Preparing Your Business For Sale
If you're looking to sell your business, then this video is a must watch! Jeff Jones and Anna Vitale discuss the crucial steps required to sell your business for maximum value from setting the right expectations to understanding the process. It's all here, jam packed in this episode. Contact:...
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ABOUT THIS SHOW
The Growthink Podcast brings you strategic insights and expert advice from the frontlines. Join us as we explore innovative business strategies, success stories, and actionable tips to accelerate your business growth. Our episodes delve into critical topics to help you navigate every stage of your business journey. Whether you're a CEO, executive, or investor, stay ahead with the latest trends, interviews with industry leaders, and practical advice tailored for ambitious professionals. Work with Growthink - www.Growthink.com
HOSTED BY
Hosted by - Tim Martinez
CATEGORIES
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