In this episode of Elevate Your Business, Adam welcomes Andrew Doup, founder of Syndication Counsel, to discuss the powerful tax benefits of Qualified Opportunity Zones. Andrew shares his expertise on how these zones work, the federal and state tax incentives they offer, and how investors can strategically leverage them to maximize their returns while minimizing their tax liabilities.

Adam and Andrew explore practical tips for properly utilizing Qualified Opportunity Zones, highlighting common mistakes to avoid and the key steps to unlocking their full investment potential. Whether you’re an investor, business owner, or simply curious about tax-saving opportunities, this episode provides actionable insights for maximizing your financial strategy.

https://www.syndicationcounsel.com/

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In this episode of Elevate Your Business, Adam sits down with Joseph Sofia, Regional President of First National Bank in Central Ohio. With expertise in commercial and middle-market banking, loan origination, portfolio management, and credit analysis, Joseph shares practical insights for business owners navigating the complexities of scaling and selling a business.

Joseph reveals one actionable step business owners can take right now to create a "profitable goodbye" when it comes time to exit their business. He and Adam discuss why the cost of selling often causes unnecessary worry and unpack one major oversight people make during the selling process. Finally, Joseph offers guidance on how to successfully scale a business to maximize profitability, ensuring a smoother path to long-term success. This episode is packed with advice for business owners looking to build value and prepare for the future.

https://www.linkedin.com/in/josephsofia/

https://www.bankatfirst.com/business/resources/commercial-markets/central-ohio.html

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In this episode of Elevate Your Business, Adam continues the "How I Built It" series with Andy Fruechtnicht, CEO, President, and Founder of Single Source IT, based in Columbus, Ohio. Andy shares his journey from his very first job to becoming a successful entrepreneur in the IT industry. He talks about what inspired him to start his business and the pivotal moments that shaped his career.

Adam and Andy dive into the realities of launching a business, exploring what Andy’s personal life looked like during those early days, the best parts of becoming a business owner, and the toughest challenges he faced. Andy also reflects on what he attributes his success to, what he wishes he had done differently, and his vision for the future of his company. This episode is filled with practical advice and inspiring insights for anyone looking to build a business from the ground up.

https://singlesource-it.com/

https://www.linkedin.com/in/afruechtnicht/

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In this episode of "Elevate Your Business," Adam talks with Bob St. Germain, Managing Director and Principal at Corporate Finance Associates in Columbus, Ohio, about why exit planning is essential for business owners from day one. Bob explains the importance of integrating exit strategies from day one, transforming the way owners think about and plan for the future of their business.

Adam and Bob dive into the key metrics that business owners should monitor to accurately determine their company’s value, along with common pitfalls that lead to over- or underestimating this value. Bob outlines the six main ways to exit a business and discusses which exit scenarios make the most sense for different situations. The conversation also covers how buyers view multiples and the steps owners can take to position their business for a higher valuation. Finally, they talk about the importance of a smooth cultural transition to ensure continuity and support for management and staff.

https://www.linkedin.com/in/bobstgermain/

https://www.cfaw.com/robert-st-germain

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In this episode of "Elevate Your Business," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets.

Dan introduces the concept of asset shrinkage, explaining how poor planning can lead to significant loss of wealth over time, especially in the face of rising nursing home costs, which he discusses in detail with average figures from across the United States. He also shares real-life examples of how trust planning has benefitted families, as well as cautionary tales where the lack of a trust caused serious financial and legal issues. Additionally, Dan provides insights into what constitutes reasonable fees for estate planning services, helping listeners understand what to expect when working with professionals in this field. If you're looking to protect your assets and secure your family's future, this episode offers invaluable advice.

https://www.baronlawcleveland.com/contact/

https://www.linkedin.com/in/dan-baron-55abb326

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In this episode of "Elevate Your Business," Adam sits down with Robb Christenson and Chuck Nauman, Co-Founders and Partners at Peerless Search, a leading talent solutions firm specializing in Finance, Accounting, and Tech placements. Robb and Chuck share their insights on the current state of recruiting, emphasizing the crucial role of authenticity in building and maintaining trusted relationships with business owners across the country.

The conversation also delves into their extensive experience in helping companies hire top talent. They discuss effective strategies for structuring job postings and what truly attracts high-quality candidates. Robb and Chuck highlight the underestimated importance of social media in recruiting and why dedicating time to it is essential. They also cover common mistakes to avoid in the hiring process and offer practical advice on how to stand out in a competitive job market. Whether you're a business owner or a hiring manager, this episode provides valuable tips on attracting and securing the best talent for your team.

https://peerless-search.com/

https://www.linkedin.com/in/robb-christenson

https://www.linkedin.com/in/chucknauman/

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In this episode of "Elevate Your Business," Adam welcomes John Aman, Partner at B2BCFO and a 30+ year veteran in the financial services industry. Specializing in lower and middle-market privately held companies with revenues ranging from $2 million to $60 million, John shares his expertise on how CFOs analyze financials to drive profit growth.

Adam and John delve into key financial strategies, including the difference between traditional budgeting and budgeting for growth, as well as the importance of cash forecasting. They also discuss common ways businesses unknowingly sabotage their own profits and how to avoid these pitfalls. The conversation extends to the biggest market risks that can be insured against and the surprising number of business owners who are operating without clear goals, effectively on "cruise control." This episode is packed with actionable insights for business owners looking to refine their financial strategies and boost profitability.

Check out the Webinar, CFO Secrets: Mastering Company Books for Skyrocketing Profits with John Aman: https://youtu.be/tAIPZBh0wTg

Connect with John:
https://www.b2bcfo.com/john-aman/
JohnAman@B2BCFO.com

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In this episode of "Elevate Your Business," Adam sits down with David Hartley, Partner-In-Charge at Anders CPA and Advisory, to explore the evolving landscape of accounting, tax work, and CPA services in a post-pandemic world. David shares his insights on how the industry is changing, revealing what he sees as the "cheat code" to thriving in this new era. Together, Adam and David discuss the future of the profession and how it differs dramatically from the past.

David also delves into the next 10 years of the industry, highlighting how AI is driving a shift away from traditional billable hours toward new business models. He shares advice on the essential tools and technologies that CPAs need to adopt to stay competitive and succeed in the post-pandemic environment. Additionally, they discuss the benefits and challenges of niching down for CPAs and offer strategies for overcoming hurdles in remote work models. This episode is packed with valuable insights for accounting professionals looking to future-proof their careers.

https://anderscpa.com/team-member/david-e-hartley/

https://anderscpa.com/podcasts/

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