Growthink Podcast

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 that emerge when your balance sheet grows faster than your ability to manage it. From sudden liquidity events and business exits to inheritance, family dynamics, identity loss, and generational wealth collapse, this conversation goes far beyond traditional financial advice.Learn More: https://gtria.com/Contact: [email protected]

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 inflated, misaligned with strategy, and misunderstood by both operators and private equity firms.We unpack why pipeline is often a vanity metric, how it gets manipulated (intentionally or not), and why PE firms frequently don’t ask the right questions during diligence—leading to missed forecasts and overpaid deals.You’ll learn how to properly evaluate pipeline quality, uncover hidden execution issues, and shift from storytelling to predictable, scalable revenue systems.If you're a business owner, operator, or investor, this is a conversation you can’t afford to ignore.📩 Contact Bert: [email protected]🌐 Learn more: https://www.growthink.com/

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 real reasons wealth disappears—and what to do differently.What you’ll learn:- The #1 mistake that can cost you 50% of your exit proceeds- Why your “$50M exit” might actually be $25M (or less)- How lifestyle creep quietly drains post-exit wealth- The difference between running a business and managing wealth- A simple framework to never run out of money after an exit- Smart allocation strategies (and why you don’t need to take big risks)- How top operators think about exit planning years in advanceKey takeaway:Most business owners are elite operators—but completely unprepared for what comes after the exit. That gap is where fortunes are lost.If you’re planning to sell your business in the next 3–5 years, this is required listening.https://gtria.com/Schedule a free consultation: [email protected]

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 underperformance, uncover hidden profit, and drive results without unnecessary transformation or spend.If you're a PE operator, CEO, or founder—this is required thinking.What You’ll Learn:- Why most underperforming portcos are execution problems—not strategy problems- Where PE firms unintentionally destroy value post-acquisition- How to unlock growth using what you already have- The simplest way to improve sales performance immediately- A practical 90-day reset framework that actually worksMore information:[email protected] https://www.growthink.com/consulting

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 transactions• Why timing (3–5 years out) is critical for planning• How to build the right advisory team for your exitFor more info:https://www.growthinkcapital.com/https://gtria.com/00:00 – Why sale price ≠ what you keep00:40 – Why this topic matters for business owners01:10 – Background: M&A + wealth strategy perspective02:10 – How tax strategy impacts 20–40% of your exit03:50 – The “tax stack” and where money gets lost06:00 – Biggest mistakes that destroy net proceeds07:20 – Key strategies: QSBS, trusts, opportunity zones18:50 – Real example: $9M difference in outcomes

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 to do next.They cover the real drivers behind sales decline in CPG, how to defend shelf space, improve sales velocity, build stronger retail partnerships, and create a smarter go-to-market strategy that holds up after launch.This conversation is for CPG founders, brand managers, retail leaders, marketers, and operators who want to understand how to grow in retail without getting crushed by poor velocity, margin erosion, weak planning, or reactive spending.For More Information: Priscilla Frick - www.linkedin.com/in/pyfrickhttps://www.growthink.com/consulting

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 character, trust, work ethic, creativity, and a true client-first mindset. Whether you're a business owner preparing to sell your company, an entrepreneur exploring mergers and acquisitions, or an advisor looking to understand how elite M&A professionals operate, this conversation reveals what actually drives successful transactions.We discuss:How top investment bankers build trust with foundersThe difference between average advisors and elite dealmakersWhy boutique investment banks are reshaping middle-market M&ACommon mistakes bankers and business owners make during a saleThe role of creativity, risk management, and industry expertise in closing dealsHow AI is transforming investment banking and advisory workWhat aspiring M&A advisors should focus on early in their careersSelling a business is often a once-in-a-lifetime event. Choosing the right advisor can determine the outcome.If you're a founder, CEO, investor, or advisor navigating the M&A landscape, this episode provides an inside look at how elite investment bankers think and operate.Learn More: https://gtsecurities.net/

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 confirmation - not an investigation.Speaker: Jeff Jones, Managing Director, Growthink CapitalEmail: [email protected]: https://growthinkcapital.com/contact/

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 practical ways to use AI to design your family office operating system - without replacing professionals. AI handles the “heavy lifting” (research, structure, first-draft planning), so you can bring a clearer, faster plan to your attorney, CPA, and wealth advisor.Contact: [email protected] https://gtria.com/You’ll learn:- The highest-leverage prompts for founders planning an exit (tax, structure, timing, QSBS, tradeoffs)- How to use multiple AI tools (ChatGPT, Claude, Gemini, Grok) for better outputs- How to think about tax optimization vs life optimization (“math vs meaning”)- Estate planning + trust design prompts that reduce family conflict- Insurance + risk management prompts to prevent catastrophic downside- Charitable strategy prompts (DAFs, appreciated assets, values-aligned giving)- Liquidity planning to avoid being asset rich / cash poor- Lending against assets and building a master plan that integrates everythingIf you’re a business owner thinking about succession, liquidity, or legacy, this is your fast-start blueprint.

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 friction inside PE-backed portfolio companies—the generational gap between Boomer PE managers and Millennial/Gen Z founders. One side optimizes for control, discipline, and predictable returns. The other craves innovation, autonomy, and speed. Left unmanaged, that gap quietly destroys value long before it shows up in the numbers.You’ll learn:Why Boomers, Gen X, Millennials, and Gen Z approach work, risk, and success so differentlyHow misaligned incentives between financial buyers (PE) and founders stall growth and innovationPractical scripts and questions PE managers can use to actually understand their foundersHow to turn conflict over AI, automation, and headcount into amplified performance instead of fearA simple reflection framework (“3 and 1”) PE leaders can run with their portfolio CEOs before year-endIf you’re a PE partner, operating partner, or founder in a PE-backed company, this conversation shows you exactly how to bridge the generational divide, protect culture, and unlock higher returns without burning out your best people.👉 Learn more about strategic advisory for PE-backed companies: https://www.growthink.comTimestamps0:00 – Capital vs innovation: the quiet conflict inside PE-backed companies1:00 – Why PE managers and founders are operating from different playbooks3:55 – PE incentives vs founder incentives (financial buyer vs mission-driven builder)6:10 – Boomers, Gen X, Millennials, Gen Z: how each generation really works10:30 – Generational friction inside legacy and PE-backed businesses13:40 – Innovation vs control: moving fast without blowing up the fund16:20 – Automation, AI, and “throwing bodies at problems” vs scaling with tech19:30 – EQ, emotion, and managing a more expressive workforce21:40 – The “3 and 1” reflection framework for PE managers and founders24:15 – One move founders should make to strengthen their PE relationship25:55 – Why work with Bert Carter and Growthink Advisory#PrivateEquity#PEBackedCompanies#PortfolioCompanies#ValueCreation#GrowthStrategy#FounderLedBusiness#BoomersVsMillennials#NextGenLeadership#SuccessionPlanning#InnovationStrategy#AIAndAutomation#OrganizationalChange#Growthink#ManagementConsulting#BusinessTransformation

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 real mechanics behind exit payouts:- Cash vs “paper”- Earnouts that actually pay- How (and when) to roll equity- Deal structure traps that cost sellers millions- How buyers use psychology, terms, and structure to tilt deals in their favorIf you're selling in the next 12–60 months, or even thinking about exit planning, this is mandatory viewing. Enterprise value ≠ net proceeds. This video shows you exactly where the money is really made—and lost.👉 Get a free consultation with Growthink Capital:https://www.growthinkcapital.com#BusinessExit #SellYourBusiness #MergersAndAcquisitions #PrivateEquity #InvestmentBanking#DealStructure #Earnouts #EquityRoll #ExitPlanning #GrowthinkCapital#EntrepreneurExit #BusinessValuation #SmallBusinessAcquisition #MABasics#FounderExit #BusinessOwners #MiddleMarketDeals #businessgrowth

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 discretionary expenses, one-time or non-recurring costs, rent normalization, and above-market owner compensation roll up into a defensible Adjusted EBITDA, and how that can move enterprise value dollar-for-dollar at deal multiples. We cover Quality of Earnings (QoE), working capital, LOI structures tied to post-QoE EBITDA, financial vs strategic buyer perspectives, and the line between add-backs and synergies. Real-world examples show what the market will and will not accept, how to document and track adjustments monthly, and why clean, conservative, well-evidenced add-backs protect valuation and deal certainty.

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 partners and portfolio company CEOs to scale faster, reduce churn, and increase exit multiples.You’ll learn:- Why “discipline wins over bureaucracy” and how lightweight operating rhythms unlock creativity, focus, and repeatability- Clear definitions of innovation and bureaucracy, and how approval layers kill decision velocity- The PE reality: 7-year clocks, value creation targets, and why speed to scale matters- Audit patterns we see in legacy businesses (role confusion, founder bottlenecks, stale tech, sunk-cost traps)- A simple cadence for prioritization, delegation, and reporting (guardrails, not handcuffs)- The kill switch method: pre-agreed success criteria to scale winners and sunset losers—without politics- ROI vs. COI (Cost of Inaction)—when to buy off-the-shelf vs. maintain bespoke tools- Signals your system is working: alignment, shared language, visible execution, and predictable KPIs- How operational discipline drives higher exit multiples (consistency, reliability, retention, cash cycle)- When to bring in external operators to compress time and de-risk transformation- Perfect for: Private equity, operating partners, portco CEOs, COOs/CROs, and founders who want less drag, more momentum, and tighter execution.Subscribe for more on value creation, modernization, and exit readiness.Contact:Bert/[email protected] https://growthink.com/Timestamps:00:00 - Why “operational discipline” feels like bureaucracy1:04 - What innovation really is (value via products, speed, systems, models)1:36 - Bureaucracy defined (rules, layers, diluted accountability)2:14 - PE timelines & value creation windows (the clock is ticking)3:02 - Legacy orgs & audits: where bureaucracy hides4:03 - Delegation that speeds up (reporting cadence over managing by gut)6:54 - Org audits: misaligned roles, tenure bias, capability ceilings8:03 - “Another tool?” Overcoming tool fatigue & culture friction9:12 - Daily planning loop: plan AM, work PM, reschedule PM12:25 - Dashboards & prioritization: what actually moves the needle15:01 - Founder disease: control loops that break execution16:01 - Senior leadership interviews: alignment before acceleration17:11 - Structuring for growth: get in, get out, leave systems20:32 - Recognition, trust, and why clarity boosts performance21:44 - Guardrails ≠ handcuffs + the kill switch framework24:31 - ROI vs COI and the sunk-cost trap (build vs buy)26:00 - Why ops discipline raises exit multiples (consistency & repeatability)29:11 When to extend the team with external operators (speed to scale)30:59 Proof it’s working: clarity, shared language, faster execution33:04 Message to PE operating partners34:41 Message to founders in PE-backed companies36:03 Wrap & CTA

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 succession planning, insurance, partnerships, and why 50% of business exits are forced due to the 5 Ds: Death, Divorce, Disease, Dysfunction, or Distance.We cover the blind spots that keep owners from protecting their legacy, the great wealth transfer, why policies aren’t just about death benefits anymore, and how a few smart moves can de-risk your business and safeguard your family and employees.Whether you plan to sell, succeed, or stay in the game forever—this conversation will show you how to prepare responsibly.👉 Guest Info:Geoff Sokol – Wealth Advisor, GTRIAhttps://gtria.com/LinkedIn: https://www.linkedin.com/in/geoffreysokol#SuccessionPlanning #ExitStrategy #WealthManagement #BusinessOwners #FinancialPlanning #Insurance #LegacyPlanning #BusinessExit #Entrepreneurship #WealthTransfer #BusinessContinuity #SmallBusiness #MidMarket #advisoryboard --00:00 – “I want to die at my desk” – why some owners never want to exit01:04 – Why 100% of business owners will exit eventually02:18 – The new world of insurance & advanced planning strategies03:42 – Keyman insurance & buy-sell agreements explained05:33 – What happens if a partner dies without a plan in place07:39 – The danger of procrastination in succession planning08:39 – Forced exits and the 5 Ds every owner should know10:35 – How policies create liquidity and protect continuity12:22 – Business life cycles & the inevitability of downturns14:11 – Limiting beliefs that stop owners from acting15:28 – The overlooked impact of family health and crises16:46 – How modern policies provide living benefits, not just death payouts18:31 – Where to start: first steps for business owners

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 stepping away from your business. You’ll learn how smart saving, intentional planning, and a few strategic financial moves can give you the freedom to retire early, even if your business isn’t sold yet.✅ How to build your “freedom fund” while still operating your company✅ Why waiting for a sale shouldn’t be your only exit strategy✅ The biggest myths about retirement and business ownership✅ How to create leverage without losing controlWhether you’re 5 years out or just getting serious about the future, this conversation is for owners who want to stay in the driver’s seat—and win.Subscribe and hit the bell so you don’t miss it.#exitplanning #financialfreedom #businessowners #retirementplanning #entrepreneurship Get In Contact:[email protected]://gtria.com/

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 pick yours)* Why recurring is not the same as re-occurring (words matter, so does your model)* How predictable revenue directly boosts your valuation* Why waiting to implement this will cost you—big time and potentially millionsThe future belongs to those with locked-in revenue. Don’t get left behind.#valuations #mergersandacquisitions #recurringrevenue #businessstrategyMore Info:https://growthinkcapital.com/Contact Jeff Jones → [email protected]

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 qualifies, and how founders, early employees, and investors can potentially exclude up to 100% of their capital gains from federal taxes.Whether you're scaling a startup, preparing for an exit, or advising founders, this conversation could literally save you millions. We cover:- What qualifies as QSBS and what disqualifies you- The 5-year rule and how the clock really works- How to structure your business to maximize the benefit- Hidden pitfalls and pro tips most advisors miss- Real-world use cases and planning strategiesDon’t wait until it’s too late to optimize your exit.🔔 Subscribe for more insights on business exits, valuation, and tax strategy.📩 Learn more: https://gtria.com/🎙 Hosted by Tim Martinez | Featuring Geoff Sokol - [email protected] --0:00 - What is Qualified Small Business Stock?4:00 - Types of Qualifying business for QSBS5:30 - Building a QSBS Team for your business8:40 - Post Exit investment strategies9:53 - The true cost of inaction12:08 - Estate planning 14:38 - The power of Exit Planning well in advance

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 life after the sale, we break down the 7 most common mindset blocks… and how to move through them.Work with Growthink📩 [email protected]🌐 https://growthinkcapital.com/Ready to start planning your exit?Join the Exit Ready Sprint – a powerful, no-fluff session designed to help you take the first real step.👉 https://exitfreedom.com/optin#exitplanning #businessowneradvice #successionplanning #growthstrategy #exitstrategy #valuations #entrepreneurmindset #founderlife #sellingyourbusiness #exitready #founderfreedom #growthink #entrepreneurship ---0:00 – Introduction1:03 – Emotional Hurdle #1: Price2:56 – Emotional Hurdle #2: Where to Spend My Free Time8:14 – Emotional Hurdle #3: Staffing13:08 – Emotional Hurdle #4: Having a New Boss16:30 – Emotional Hurdle #5: Time and Effort17:57 – Emotional Hurdle #6: Loss of Status19:01 – Emotional Hurdle #7: The Next Generation Can't Run It19:45 – How to Get Over the Hurdles

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 must-watch.🔑 Key Topics Covered:Why you need to “start at the end” when planning a business exitHow to define your ideal exit outcome: price, terms, legacy, succession, or lifestyleThe most common mistakes sellers make—and how to avoid deal-killing misalignmentUnderstanding valuation drivers: what buyers actually pay forRecurring revenue, brand equity, customer retention, and operational scalabilityHow to attract strategic buyers and maximize exit value through synergiesThe importance of clean financials, corporate governance, and SOPsHow to reduce owner dependency and prepare your leadership teamWhat you need to know about deal structures, earnouts, and market timing💡 Whether you're exploring M&A, preparing for a capital event, or simply want to be "exit ready," this is your inside look at what makes a business truly valuable to buyers.📈 Ready to take action?Join a small group of like-minded entrepreneurs at the next Exit Ready Sprint and start mapping your path to a successful exit: https://www.theinsidemethod.com/exitr...🔗 Learn more about Growthink Capital, a leading investment bank helping entrepreneurs raise capital and exit successfully: https://growthinkcapital.com/--📩 Contact: [email protected]💼 Learn more about Growthink Capital → https://growthinkcapital.com/🚀 Join the Exit Ready Sprint → https://www.theinsidemethod.com/exitr...

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 conversation explores why even the most organized business operators often neglect their own wealth building.We cover topics like the psychology behind inaction, the emotional triggers around money, how to gamify your personal finance, and why advanced planning can mean the difference between a powerful legacy and lost opportunity. Whether you're scaling a business, preparing for retirement, or navigating sudden wealth, this episode is packed with strategies and mindset shifts you can apply immediately.Learn how to align your financial plan with your goals, vision, and values. Discover how financial chaos, anxiety, and uncertainty sabotage success—and how to take control today.Contact: Geoff Sokol - [email protected]://gtria.com/https://growthinkcapital.com/--0:00 – Intro: Framing the cost of inaction in personal finance1:17 – The disconnect between business planning vs. personal planning3:33 – Making financial planning more digestible and relatable5:18 – Gamifying finances with real-time metrics and tax-advantaged tools (529 plans example)7:45 – Why knowing your numbers creates financial momentum10:01 – Anchoring your plan to goals, vision, and values13:26 – Financial anxiety: why people don’t look at their statements16:25 – The challenge of managing sudden wealth and windfalls20:02 – Exit planning for entrepreneurs nearing retirement22:59 – How lack of preparation kills negotiation leverage24:55 – The risks of procrastination in financial planning#FinancialFreedom#ExitPlanning#WealthMindset#EntrepreneurFinance#CostOfInaction

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. Discover essential tips on deal sourcing, valuation, due diligence, deal structuring, and negotiation tactics to maximize your success in the buy-side M&A landscape. Whether you're seeking growth capital or strategic partnerships, this video provides valuable insights to help you navigate the buy-side process effectively.Contact Eddie Clay at growthink.com or [email protected] for more expert guidance on buy-side investments and deal preparation.https://growthinkcapital.com/--0:00 - Introduction 5:52 - Assessing quality of earnings8:28 - The most overlooked metric 10:30 - Trade-offs13:25 - Analyzing fluctuations in revenue15:59 - What buyers value17:00 - The value of organic growth19:12 - The importance of culture21:30 - Buy-side mandates26:00 - Why now is a good time to buy a business26:50 - Limiting beliefs about buying a business28:34 - Parting thoughts

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 support.Founded in honor of David’s late son Tyler, whose courageous battle with cancer inspired a mission to transform how we fight this disease, the TyMe Foundation is not just a medical initiative—it’s a movement.Joining us for this intimate conversation is Antonio Barzagli, via Growthink Capital’s London office, and our host Tim Martinez, Sr. Advisor for Growthink. Together, we explore the personal story behind the foundation, the cutting-edge work being done at TyMe, and how innovation, empathy, and legacy are coming together to reshape cancer prevention for future generations.This is more than an interview—it’s a call to action. Whether you're an investor, entrepreneur, healthcare leader, or someone who’s been touched by cancer, this episode is one you won't want to miss.🔗 Learn more about the TyMe Cancer Institute Foundation Visit: www.tymeinstitute.comContact David Ergisi: [email protected]:   / david-m-ergisi-ccim-57888128  #CancerPrevention #TyMeFoundation #InnovationInHealthcare #DvideErgisi #AntonioBarzagli #GrowthinkCapital #ImpactLeadership #Legacy #HealthInnovation #Entrepreneurship

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 entrepreneur eyeing your next big move, this is a must-watch.We break down:Why “waiting for the perfect offer” can backfireThe false belief that "revenue = value"How overestimating your company's uniqueness can scare off buyersAnd much more...Antonio brings deep insight from the front lines of M&A and capital advisory, helping founders maximize exit outcomes globally.📧 Connect with Antonio: [email protected]🌍 Learn more: www.growthink.com--0:00 - introductionMyth 1 - It's All About the Ebitda4:00 - Myth 2 - It's Going to Happen Quickly4:49 - Myth 3 - You Need to Be "Perfectly Ready"7:27 - Myth 4 - Doing It On Your Own (and picking the right team)11:18 - Myth 5 - One Check, All Cash Up Front14:26 - Myth 6 - There's One Way to do a Deal16:13 - Myth 7 - You'll Get What Your Neighbor Got18:10 - Myth 8 - It's Not Possible For You18:50 - Myth 9 (bonus) - It's Gonna Happen Eventually19:50 - Recap

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 to thrive.We cover:The rise (and reality) of remote and hybrid workHow mental health is reshaping leadership and team culture.The evolving role of AI in knowledge workThe generational divide.The most in-demand skills for the future.How companies can future-proof their talent and strategies.Whether you're a business owner, executive, or emerging leader, this conversation will help you prepare for the changes already underway—and those just around the corner.📩 Connect with Anna Vitale: [email protected]🌐 Learn more about Growthink: www.growthink.com#FutureOfWork #AIAndWork #RemoteLeadership #HybridWork #WorkplaceEvolution #Growthink #LeadershipDevelopment #MentalHealthAtWork #AnnaVitale #TimTheInsideMan--0:00 - Introduction1:00 - Remote and Hybrid Work2:55 - The Generational divide6:00 - Training and skills9:00 - the future of work13:50 - AI and work16:45 - career advice21:18 - mental health and wellbeing24:30 - the role of advisors in the future of work

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 process. #aiconsulting #ai --Contact:[email protected]://www.growthink.com/--0:00 Introduction2:35 - Areas to optimize with AI7:17 - how to identify where to get started12:50 - make your team more efficient with AI17:48 - a caution to business owners19:13 - how to approach the conversation by asking the right questions23:50 - what excites Bert about the future and AI26:23 - how to work with Bert through the process

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 wondering how to identify a bad investment, whether locking up your money in a fund is a smart move, or how to balance risk and reward in your portfolio, this conversation is for you.🔔 Subscribe for more expert insights on business, investing, and financial growth!Contact:https://gtria.com/https://www.growthink.com/[email protected] 💡 Key Takeaways:✔️ Understanding your personal risk tolerance is essential✔️ Control matters—know where your money is locked up✔️ Diversification is key to balancing safety and high returns✔️ Business owners should think beyond their own company when investing👍 Like & Comment – What’s your investment strategy? Do you prioritize safety or high growth? Let us know below!#Investing #WealthManagement #FinancialFreedom #BusinessGrowth

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 time comes. --Contact:[email protected]@growthink.comhttps://growthinkcapital.com/https://www.linkedin.com/company/19013774/--0:00 - intro1:22 - The Importance of Recurring Revenue5:38 - Growth and Profitability 8:12 - Brand Value11:22 - Owner Dependency16:43 - The Importance of "Having Your House In Order"22:16 - Sourcing Potential Buyers24:55 - How Growthink Helps Business Owners Exit28:35 - Post Transaction - Wealth Planning

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: https://www.batboxusa.com/LinkedIN: https://www.linkedin.com/in/jose-daniel-vargas-2681a2a8---https://www.growthink.com/

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 --https://www.growthink.com/https://growthinkcapital.com/Contact: [email protected] --0:00 - intro1:22 - Being needed post exit3:45 - Detaching from the business7:15 - Trying new things9:35 - Partnerships and preparation13:40 - Recap

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 #mergersandacquisitions #exitplanning --- https://growthinkcapital.com/ Contact: [email protected] --- 0:00 - intro 1:12 - the current landscape 4:02 - Private Equity and $2T in investable capital 7:40 - Tax implications and benefits 10:45 - Technological risks 13:51 - Cyber-security risks 16:40 - Legal risks 18:32 - Geopolitical risks 20:15 - Risk stacking 21:45 - Why now is the best time to sell 25:14 - Reduce your risk by exiting 26:00 - The value of going through the process 28:29 - How to take action and why call Growthink

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 Bank: https://www.sandiegofoodbank.org/ https://www.linkedin.com/in/casey-castillo-2731b72/ -- https://www.growthink.com/ -- 0:00- intro 0:30 - having a massive vision 1:10 - history of the San Diego Food Bank 2:23 - From CFO to CEO 4:50 - Managing financial complexities 8:20 - Executive transition from private to non-profit sector 9:50 - Entrepreneurship in non-profits 14:00 - Personal motivations and risk 16:12 - The challenges in feeding the masses 22:17 - Strategic partner strategy 25:00 - Advice for starting a non-profit 26:32 - Career shift into non-profit sector 29:30 - Wrap up

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 https://www.linkedin.com/in/christopher-lai-b3a3442/ --- https://www.growthink.com/

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 #duediligence -- For more information on Seamfix: https://seamfix.com/ -- For more information on Growthink: https://growthinkcapital.com/ Contact - [email protected] -- 0:00 - intro 1:15 - the need for capital 4:35 - giving away equity 6:15 - aligning vision and direction with investor interests 8:15 - knowing who is the right partner 10:10 - valuation, negotiations & term-sheets 14:40 - due diligence 18:45 - preparation 21:30 - what did Seamfix bring to the investors 24:25 - working with investors to bring new products to the market 29:24 - recap & advice for entrepreneurs

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 technology not only increases efficiency but also makes your business more appealing to buyers. A business that runs smoothly without constant oversight is a business buyers want to invest in. Watch now to discover actionable strategies for positioning your company as a turn-key operation that commands top dollar. #exitstrategy #exitplanning #ai #automation

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 challenges and rewards of leading a sustainable business and how staying true to core values has driven long-term impact. Jo also provides invaluable advice for aspiring entrepreneurs looking to create businesses that stand the test of time. Whether you're building your first venture or seeking to future-proof an established one, this conversation is packed with wisdom and inspiration. More information: https://environmentalin.com/ https://www.linkedin.com/in/directorjofleming/ #esg #sustainability #entrepreneurship #leadership --- https://www.growthink.com/ [email protected]

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 challenges and opportunities of leaving a corporate career to pursue his vision. Along the way, Sean offers invaluable wisdom, practical insights, and actionable tips for aspiring entrepreneurs. Whether you're considering starting your own venture or curious about the mindset shift from consultant to CEO, this conversation is packed with inspiration and advice. -- Contact: Sean O'Dowd: [email protected] Learn More: https://scholasticcapital.com/ -- https://www.growthink.com/ https://growthinkcapital.com/ Contact: [email protected]

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 full-time into your entrepreneurial pursuits, this episode is for you. Connect with Vijay Kumar https://www.linkedin.com/in/vijay-g-kumar/ Learn More About #NeonMango https://www.neonmango.com/ https://www.instagram.com/neonmangoofficial -- https://www.growthink.com/ #ceo #entrepreneurship #success #wealthbuilding #risk Host info: [email protected]

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] www.growthink.com https://growthinkcapital.com/ -- 0:00 - intro 2:30 - the importance of scalability 3:24 - customer diversification 5:10 - industry and niche value 6:24 - valuation methodologies 8:25 - value of synergy - example 11:10 - example recap 11:50 - hire an expert 12:23 - reasonable expectations 16:13 - where to get started #exitplanning #exitplan #successionplanning

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 regardless of stage. --- Contact: Antonio Barzagli - [email protected] Tim Martinez - [email protected] www.growthink.com www.growthinkcapital.com #capitalraising #venturecapital #startupcapital #pitchdeck -- 0:00 - intro 1:21 - pitch the right kind of investors 3:49 - industry focus 5:17 - geography 7:45 - the importance of relationships 10:15 - articulation of your unique identity 12:55 - brief recap 13:40 - confidence 15:15 - how many investors does it take? 18:08 - the wrong areas of focus and disconnects 20:43 - 3 red flags for investors 23:00 - 3 pitch recommendations 25:00 - alternatives to capital raising

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. -- #growthink #businesspartnerships #americandream #entrepreneurship -- Work with Growthink: www.Growthink.com

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 growth and overall valuation. -- Contact: Antonio Barzagli - [email protected] Predrag Milosevic - [email protected] www.growthink.com #financialmodeling -- 0:00 - intro 1:15 - the value of the financial model 3:00 - examples of insight derived from financial modeling 4:02 - common oversight from business owners 6:16 - the value of perspective 7:35 - the value of keeping it simple 8:27 - KPIs 9:30 - projection vs historical analysis 13:10 - financial modeling as an ongoing exercise 14:05 - the art of financial modeling 16:40 - why you need a financial model #exitplanning #valuation #successionplanning

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] [email protected] -- 0:00 - intro 2:00 - business owners needs for tailored wealth advisory 5:40 - benefit of a wealth advisor that understands entrepreneurship 6:45 - hedging risk with a holistic approach 8:00 - maximizing business exits 14:10 - the new age whole person approach

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: [email protected] [email protected] www.Growthink.com --- 0:00 - intro 0:14 - step one 0:42 - common challenges 2:03 - who to trust 3:35 - due diligence 5:49 - business owner anxieties 6:34 - how much time does it take? 9:18 - characteristics of a great advisor

Join us on this insightful episode as we sit down with Geoff Sokol, Wealth Management expert, to discuss how business owners and investors can legally minimize capital gains taxes. Whether you're preparing to sell a business or real estate, this episode is packed with actionable tips to help you avoid unnecessary tax burdens. Don’t let the tax trap catch you off guard—tune in now! #capitalgains #taxstrategies #wealthbuilding --- Contact: [email protected] | (310) 947 4353 [email protected] www.Growthink.com www.GTRIA.com 0:00 - intro 1:27 - How the Ultra High Net Worth operate 2:18 - practical examples 7:21 - emotional connection to money 8:11 - the importance of financial planning 9:19 - work with smart people 9:40 - Roth's, SEP IRAs, Solo 401k's, Roth conversions, HSA's, Insurance plans 12:30 - long term succession planning 14:49 - recap 15:29 - Peter Thiel example 17:00 - work with Growthink

In this episode, we sit down with Eddie Clay, Director of GTCapital and a seasoned veteran in the private equity world, to uncover the 5 essential things every business owner must know about private equity. Eddie dives into the key factors that make private equity an attractive option for growth, the common misconceptions surrounding it, and what investors are really looking for. He also shares insider tips on how to prepare your business for private equity funding and how to navigate the process with confidence. Whether you’re considering private equity or just curious about how it works, this episode is packed with valuable insights for business owners at any stage. Don’t miss Eddie’s expert advice on making the right moves when it comes to private equity. #PrivateEquity #InvestmentStrategy #BusinessGrowth #InsiderTips Contact: Eddie Clay - [email protected] Tim Martinez - [email protected] -- 0:00 - intro 0:51 - Number 1: Understand private equity's mission 3:15 - Number 2: The qualifications for private equity 6:25 - Number 3: The Holding Period 8:30 - Number 4: Strategics vs Financial Buyers 11:30 - Number 5: The Due Diligence Process 16:34 - Recap 18:40 - Important distinction

In this episode, we sit down with Anna Vitale, Chief Client Officer at Growthink, to explore the often-overlooked reality of CEO isolation and why it's truly "lonely at the top." We dive into the causes behind executive loneliness, from decision-making pressures to the barriers leaders unknowingly build around themselves. Anna shares how this isolation affects both personal well-being and business outcomes, offering insights into how CEOs can break free from this cycle. We also discuss actionable strategies to foster connection, build a trusted support network, and ensure executives don’t face the challenges of leadership alone. Tune in to learn how to navigate the complexities of leadership without losing yourself in isolation. --- Contact--- www.Growthink.com Anna Vitale - [email protected] Tim Martinez - [email protected] 0:00 - introduction 0:47 - why owners are isolated 2:53 - protection mechanism 3:56 - who to trust 5:19 - confiding in family 8:10 - seeking advice from experts 9:08 - decision making abilities 10:15 - mental health for owners 12:55 - self care 13:03 - excuses 13:25 - self knowledge 15:00 - identity 16:58 - peer groups 18:54 - nature of the owner 19:22 - words of encouragement #ceomindset

In this episode, we sit down with Jay Turo, CEO and Managing Partner of Growthink, to discuss the critical business risks that could cost you millions if you wait too long to sell. Jay shares his expert insights on how to identify hidden risks, protect your business's value, and make the right exit at the right time. Learn how market shifts, operational challenges, and financial pitfalls can quickly erode your company's worth if not addressed. Don’t let these risks sneak up on you—tune in to learn how to safeguard your exit strategy. Selling before it's too late could be the smartest decision you make! #BusinessRisks #ExitStrategy #SellSmart Contact: Jay Turo - [email protected] Tim Martinez - [email protected] www.grwothink.com www.gtria.com www.growthinkcapital.com https://www.linkedin.com/company/growthink --- 0:00 - intro 2:20 - the risk of Old Age 6:20 - technological risks 9:55 - legal risks 14:38 - now is a good time to sell 18:20 - exit planning risk 23:26 - call to action to business owners

In this episode, we’re joined by Geoff Sokol, Wealth Manager for GT Investment Advisory. We explore how ignoring capital gains can devastate your wealth when selling a business. Geoff breaks down the common mistakes business owners make and shares actionable strategies to minimize capital gains taxes. Don’t let the tax trap catch you off guard—tune in now! #capitalgains #taxstrategies --- Contact: [email protected] | (310) 947 4353 [email protected] www.Growthink.com www.GTRIA.com --- 0:00 - Introduction 0:43 - what are capital gains 2:10 - where to get started in the conversation 4:02 - real life examples 7:05 - self awareness 7:50 - real estate sheltering 11:35 - employing your kids and family 14:35 - be proactive vs reactive 15:55 - contact us for complimentary analysis

In this video, Bert Carder from Growthink reveals the critical steps to fixing broken communication within your company before it leads to costly disruptions. Drawing on years of experience, Bert outlines the common pitfalls teams face and offers practical strategies to enhance clarity, collaboration, and trust across all levels of the organization. He emphasizes how unresolved communication issues can erode productivity, damage culture, and ultimately undermine growth. Learn how to identify these issues early, implement effective solutions, and foster a stronger, more aligned team. Don’t let poor communication hold your business back – watch now to build a more cohesive, high-performing organization.

In this episode, Critical Mistakes to Avoid When Selling Your Business, Dave Lavinsky, Co-Founder of Growthink, dives into the common pitfalls that can sabotage a successful business sale. From overvaluing your company to failing to prepare financially and emotionally, Dave uncovers the key errors that can cost you millions and derail your exit strategy. He shares insights on how to properly position your business, attract the right buyers, and secure the highest possible valuation. With years of experience helping entrepreneurs exit successfully. If you're considering selling your business, this episode is a must-listen to ensure a smooth and profitable transition. --- https://growthinkcapital.com/sell-your-business/ *** Read Start at the End by Dave Lavinsky https://www.amazon.com/Start-End-Companies-Reversing-Business/dp/1118376765 --- Need support with the sale of your business? Contact us today: https://growthinkcapital.com/contact/ Contact Tim Martinez - [email protected] Find us on LinkedIn: https://www.linkedin.com/company/34864/ -- 0:00 - Intro 3:26 - what buyers want 6:30 - working in vs on the business 8:25 - negotiation mistakes 10:10 - selling landmines 12:20 - how to identify a good advisor 16:20 - being open to explore different deal structures 20:10 - the reality of exiting 22:43 - brief recap 23:24 - best time to start the process 25:15 - additional critical mistakes 26:40 - value drivers