Skip to content
Blueprint for Wealth cover art

All Episodes

Blueprint for Wealth — 73 episodes

#
Title
1

Business Exit Planning: Stop Waiting for the Perfect Market | Chris Lento, EM Capital

2

How to Sell Your Business to the Right Buyer | Sequoya Borgman, Borgman Capital

3

Build a Business That Can Run Without You | Ed Offterdinger

4

What Is Your Business REALLY Worth? | Business Valuation Explained

5

Harnessing AI in Recruitment: Insights from People Science with Christine Nichlos

6

Entrepreneurial Insights: Team Building, Adaptability, and Strategic Exits with Mihir Desai

7

Building Success in MedSpa: Hormone Therapy, GLP1, Botox and Business Insights

8

Navigating Real Estate: Insights, AI's Role, and Advice for Aspiring Entrepreneurs

9

Mastering Outsourcing: Strategies to Scale, Boost Business Profit & Efficiency

10

Phil Risher's Insights: Digital Marketing Strategies and Growth for Home Service Businesses

11

Innovating for Tomorrow: Carlo Rivis on Technology, AI, and Entrepreneurial Strategies

12

USAID Contractor: Jacey Spratt: Resilient Leadership Adaptation and Growth in Professional Challenges

13

Mastering Exit Planning - Fletcher Brown on Strategies, Tools, and BEI's Vision with your host, Wayne Zell

14

AI vs. Voiceover? Author Aaron Ryan on the Future of Creative Careers

15

Jeremie Watson's Blueprint: Scaling to 7-Figures with Proven Marketing Strategies

16

Start, Scale, Exit & REPEAT: The Entrepreneur's Journey with Colin Campbell

17

From Class Clown to CEO: Scott Montgomery's Journey to Success

18

Buy Your Building and Fire Your Landlord: The Power of Commercial Real Estate Ownership

19

From Grit to Greatness: Chaz Wolfe's Journey Selling Multiple Seven-Figure Companies

20

The Revenue Transformer: Secrets from Holly Jean Jackson on Scaling Your Business

21

Blueprint for Wealth: Gary Heldt's Secrets to Business Growth and Financial Success

22

No Degree Required: From Ditch Digger to Million-Dollar Entrepreneur: Ken Rusk's Blue-Collar Success Story

23

From Corporate Leader to Entrepreneur: Tina Fox's Journey to Empowering Women in Business & Building the First Digital Mentorship Platform

24

Exit Planning Strategies: How to Build Transferable Value and Exit Without Exiting | Interview with The Real Jason Duncan

25

Discover A Revolutionary Tax Strategy - "The Charitable Pay Raise" when Wayne interviews Bill Lloyd

26

Doug Thorpe, Executive Coach & Business Advisor. Owner of HeadwayExec. Host of "Leadership Powered by Common Sense."

27

Lane Kawaoka: Author -The Wealth Elevator & Real Estate Maven 10,000+ Units & $250M Projects

28

Interview: Dr. Otis Fulton, VP for Psychological Strategy, Turnkey for Good + Selling your company to a Non-Grantor Trust

29

Board of Advisors + Interview with Katrina VanHuss, Founder at Turnkey for Good

30

Partnerships + Interview with Kavita Sahai, Founder at K Sahai

31

B Corporations + Interview with Kenneth Baden, President of Potomac Custom Remodeling Inc,

32

Sole Proprietorships + Jen Dalton, Founder & CEO of BrandMirror

33

When Should I Sell a Piece of My Company to a Non-Grantor Trust? + Matt Murray, The Blue Collar King; Business Owner, Entrepreneur, CEO, Coach, Consultant, & Author

34

Qualified Small Business Stock (QSBS) + Interview with Roger Martin, Co-Founder & CEO of RockBox Fitness & beem®️ Light Sauna, Host of the Thrive More podcast

35

Management Succession Plans (MSP) + Barry Labov, President & CEO of LABOV

36

IRA Beneficiaries + Interview w/ Neal Simon, 4x CEO, Author & '18 Candidate for US Senate

37

Partnerships + Interview with Chris Voss-- CEO of The Chris Voss Show Podcast

E
38

LOIs + Interview with Scott Miller-- Co-Founder & CEO of YESLY Water

39

Minor's Trusts + Interview with Brandon Avergon,

40

Family Holding Companies + Jacqui Arambula-- Co-Founder of Haulink

41

Stock Options + David Wexler - Principal, Chief Design Strategist at Greenberg Wexler & Eig LLC.

42

Author Hour Podcast

43

Management Succession Plans + Ryan Stewman-- Entrepreneur, Millionaire Mentor & Author

E
44

Board of Advisors + Jim Schleckser – CEO & Founder of The CEO Project

45

Alternative Investments + Mimi Duff – Managing Director, Senior Client Advisor at GenTrust

46

Alternative Investments + Interview with a Founding Principal of GenTrust, Eli Cohen

47

What You Need to Know About Selling Your Business + Interview with Serial Entrepreneur, Venture Capitalist, & Former CEO, John Burton

48

Low Income Housing Tax Credit + Interview with the CEO of TM Associates, Bob Margolis

49

Board of Advisors + Interview with Serial Entrepreneur & Turnaround Specialist, John Becker

50

2023 Proposed Federal Budget + Interview with CEO of the Punaro Group and retired USMC General Major Arnold Punaro

51

Alternative Investments + Interview with a Founding Principal of GenTrust, Eli Cohen

52

Low Income Housing Tax Credit + Interview with the CEO of TM Associates, Bob Margolis

53

Board of Advisors + Interview with Serial Entrepreneur & Turnaround Specialist, John Becker

54

2023 Proposed Federal Budget + Interview with CEO of the Punaro Group and retired USMC General Major Arnold Punaro

55

Assembling a Team to Sell Your Business + Interview with President & CEO of Blackhorse, Mike Kushin

56

Representation & Warranties Insurance + Interview with Founder & Managing Director of KippsDeSanto & Co., Bob Kipps

57

Like-Kind Exchanges + Interview with #1 Agent/McLean Long & Foster Office, Laurie Mensing

58

Executive Compensation Agreements + Interview with Serial Entrepreneur, CEO of Opus8 and Founder of CONNECTpreneur, S. Tien Wong

59

Board of Advisors + Interview with Managing Partner of TM Wealth Management, Thomas Seneca

60

Interview with Entrepreneur & Co-Founder of BHG Finance, Bobby Castro

61

Spousal Lifetime Access Trusts (SLAT) + Interview with CEO & Co-Founder of Embody, Inc., Jeff Conroy

62

Phantom Stock Plans + Kim Clark-Pakstys-- Managing Director, CFO Accounting & Advisory, CohnReznick

63

Qualified Small Business Stock (QSBS) + Interview with Founder of Dataprise, David Eisner

64

Stock Options + Interview with Co-Founder & CEO of VariQ, Ben Edson

65

FBAR Reporting + Interview with Managing Director & Founder of SC&H Capital, Christopher Helmrath

66

Ways & Means Tax Bill + Interview with 1st VP of RBC Wealth Management, Jennifer Wappaus & Senior VP of RBC Wealth Management, Kris Wappaus

67

Partnerships + Interview with Owner of Willowcroft Vineyards & Co-Founder of K2M, Lew Parker

68

LLC's + Interview with Co-Founder at Noni Educational Solutions, Kai-Lee Berke

69

Phantom Stock Plans + Interview with CEO of OODA, Inc., Matt Devost

70

2021 Tax Proposals + Interview with Founder & CEO of Veris Consulting, Larry Johnson

71

Sole Proprietorships + Interview with Former CFO of Telos Corporation, Michele Nakazawa

72

Post-Retirement Planning + Interview with Retired Partner at Ernst & Young, Jon Shames

73

Private Equity Buyers + Interview with Co-Founder & Managing Partner at PROOF, John Backus