Finance and Operations need to work together. Often they don’t. Join Richard Veltre and myself for discussions about business (the BIZ) and finance (the BOOKS). About Rich: He has served in executive leadership positions at finance consulting firms focusing on the development, implementation, and management of the full spectrum of financial systems. Rich started his career at Price Waterhouse and now acts at a fractional CFO for companies in healthcare, finance, logistics, and construction. ...
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Candid, one-on-one discussion with some of the most interesting minds in esports, blockchain, and gaming. Presented by Andrew ‘Zyori’ Campbell.
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Tax Delays are Costing You!
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Lessons Learned from 2023 Taxes As we wrap up another tax season, it's essential to reflect on what we have learned from our 2023 taxes. Did we take the necessary steps to reduce our tax liability? How could we have better positioned ourselves for a more favorable outcome? By analyzing our past tax performance, we can identify areas for improvement…
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Not Enough Experience to Hire!
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29:17
When it comes to hiring new talent for your acquired business, it is crucial to prioritize experience over just qualifications. Without the necessary experience, your team may struggle to accurately manage financials and update systems for optimal operation, ultimately hindering the growth and profitability of your investment.…
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Businesses Aren’t Getting What They Pay For!
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Evaluating Talent vs. Billing: One common pitfall when hiring a senior level executive is realizing after the fact that the talent did not match the billing. To avoid this costly mistake, it is essential to thoroughly vet potential candidates and ensure they have the necessary skills and experience to effectively manage the project. Asking for refe…
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Is The Recession Over? Did We Have One?
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The recent decision by the Fed to drop interest rates by 50 basis points has sparked speculation about the state of the economy. Many are viewing this move as a signal that the possibility of a recession may be looming. However, it is important for business owners to carefully consider how this rate drop will impact their operations and bottom line…
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There's No Talent! The Struggle To Find Experience
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31:28
he scarcity of skilled workers has reached a point where some businesses are being forced to shut down due to the lack of available help. This has become a major concern for the overall economy as companies struggle to meet their operational needs and sustain growth without access to essential skills.…
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Avoid The Business Purchase Nightmare!
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24:44
ransitioning into business ownership can be both exciting and daunting. While the prospect of running your own business is thrilling, it's important to be prepared for potential challenges that may arise along the way. By knowing what to look for and how to navigate these obstacles, you can set yourself up for success in your new venture.…
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The Little Known Compliance Report That Could Cost You Thousands
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24:29
The burden of taxes and compliance reporting on businesses seems to be never-ending. With the introduction of a new report that could result in daily penalties of $500 for non-compliance, it is crucial for businesses to understand their requirements and ensure timely submission.Von Dan Paulson and Richard Veltre
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Is Inflation Really Down?
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30:15
It's easy for political powers to manipulate information and change metrics to paint a rosier picture of the economy than what people are experiencing in their day-to-day lives. While some may be quick to cheer a drop in the CPI, it's crucial to look beyond the numbers and consider how inflation impacts real people and businesses on the ground.…
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Boeing In Crisis! Business Is Struggling!
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38:05
The leadership changes at Starbucks, with the CEO being replaced by Chipotle's chief, have sparked speculation about the future direction of the company. Will this change in leadership bring about positive results for Starbucks, or will it fail to make a significant impact? It is important for businesses to closely monitor such developments in orde…
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Protect Your Wealth! Finance Strategies with Nate Fair
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Nate Fair is a seasoned financial advisor with over 18 years of experience, specializing in helping business owners make informed decisions to achieve their financial goals. He offers expertise in various areas including cash management, investment planning, retirement and income planning, debt management, risk management, and estate planning.…
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Winning In Difficult Business Environments
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49:43
Developing a strong business strategy requires careful consideration of both internal and external factors. It is important to assess market trends, competitor behavior, and customer preferences to identify opportunities for growth and differentiation.Von Dan Paulson and Richard Veltre
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1
Where Did Everybody Go?
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26:29
The practice of ghosting in business, where individuals suddenly cease all communication and disappear without explanation, has become increasingly common in today.Von Dan Paulson and Richard Veltre
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Be A Builder In Everything You Do
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In this interview, business owner and author Doug Reitz discusses the importance of being a leader in every aspect of your life, not just in business. He emphasizes the concept of Listen, Plan, Build as a guide for success, drawing from his own experiences to create a blueprint for building success.Von Dan Paulson and Richard Veltre
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Will Robots Rule: The economics and politics of robotics in business
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50:24
Automation has become an essential tool for businesses looking to reduce costs and improve the quality of their products or services. However, there is a growing concern that this technology may also lead to the elimination of well-paying jobs for workers. In this episode of Books & The Biz, David Turner, Founder and President of Turner Business So…
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1
Quit Chasing The Money!
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30:20
The desire to emulate successful entrepreneurs like Elon Musk is common among many business owners, but it is important to recognize that success does not solely come from an infusion of cash. In fact, constantly chasing money may actually hinder the growth and sustainability of your business in the long run.…
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Top 10 Areas You Should Be Addressing Midyear
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Von Dan Paulson and Richard Veltre
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Does Work/Life Balance Work When Starting A Business?
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Steve Staples began his career as an electrician. With a little coaxing from his wife, he launched Accurate Electrical Solutions. After all, no risk. No reward. Now he's almost 2 years into running his company full time. We will speak with him about the challenges he faces as he works to scale his business while still making a priority for his fami…
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Health Insurance Is Too Expensive! There's Alternatives!
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47:16
Health insurance is almost a necessity in order to hire and retain employees. All too often it is a substantial cost with never the right fit for everyone. So how do you add a benefit that appeals to your staff, but is affordable to your business? Welcome Ben Zang. He's got the plan for addressing the confusing world of health benefits. In this epi…
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Interest Rates And Inflation Stay High! Could Costs Cause You To Lose Business?
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31:44
The Fed didn't lower rates yesterday. Inflation remains at 3.3%. Signs consumer confidence is declining. Continued high costs are impacting business as people question new purchases. Small and medium businesses receive a greater impact as economies of scale helps larger businesses. How can you survive? Today we talk about interest rates and its imp…
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Accounts Receivable can cost you your business! Learn why.
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Ever notice that business owners know their sales numbers better than their kids’ birthdays? But have all of those sales been collected? And will they all be collected? Failure to collect those sales can make or break your business. And the policies you set can determine whether you can collect them. The policies should not only reflect what is cus…
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Finding Employees In Construction - Prodigal Building Systems
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It's no secret there's a shortage of talent in the Trades. While many contractors are struggling to find help, Cle Gray has found a solution. Join us as we talk with Cle about his unique approach with Prodigal Building Systems. what it's like to start a business, and the challenges of moving from construction worker to CEO. About Cle: With more tha…
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Ramon Ray: Becoming A Celebrity CEO
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31:36
Ramon is an expert at marketing and branding. He's launched and sold companies and his high energy will motivate you. More about Ramon: Ramon Ray is unapologetically positive and passionate about making the world a better place. He's an in-demand motivational keynote speaker and event host who's shared the stage with Deepak Chopra, Gary Vaynerchuck…
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Bringing Chip Makers Home. Will It Work
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The US government is spending billions in grants to have chip makers like Intel open plants in the US. Money is now being allocated and companies are benefiting. The question is, "Is it needed?" Unrest in different parts of the world, the pandemic, and growing concerns about supply issues have companies concerned. Businesses in tech have benefited …
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No Jobs Available! Is It Getting Harder To Get Hired?
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Job searchers are getting frustrated. Once it was easy to get a new job, and now employees are struggling to get an interview. A recent Wall Street Journal article by Callum Borchers discusses why getting hired may not line up with recent job reports. Changes are afoot! Today, we break down what we observe when it comes to hiring and why both sides…
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Is The Economy Good? How Current Economic Conditions Affect You.
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Is The Economy Good? How Current Economic Conditions Affect You. It’s an election year. The news media states we have a great economy with low unemployment and strong consumer growth. Some polls tell a different story. One of the biggest concerns among consumers is inflation. Costs have increased significantly for everyone including businesses. Raw…
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Finding Employees is Holding You Back!
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The changing dynamics of Labor. Let's face it, hiring talent is difficult. Today's labor market is difficult to navigate. It's a seller's market. More are retiring than are entering the workforce. Inflation is forcing higher wages. What can a business looking to grow do? Today we talk to Leah Kallas, an industry professional and General Manager at …
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Pay Fewer Taxes Next Year! Tax Planning After Tax Day
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30:02
Tax day has come and gone. For most business owners it is a day of dread. You spend your first quarter gathering information for your tax preparer then get the news of how much you still have to pay in. This is why it is so important to apply financial strategies throughout the year instead of waiting to find out what you owe. If you wan to save mo…
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$20/HR Minimum Wage! Is It A Win For Employees?
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Recently California raised it's minimum wage for fast food employees to $20/hr from $16/hr previously. While it is a limited group of businesses directly affected, the ripple effect will impact other businesses in the state and across the nation. This isn't the first time California has made laws to try to increase employee wages. Earlier this year…
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Fire All Bosses! Is This New Strategy a Company-Saver?
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25:00
Recently the Wall Street Journal shared one CEO's way to fix his company's struggles is to remove the bosses from the equation. Instead, workers would be rotated into teams for 90 day objectives they will need to complete in order to move on to a new group. Is this the strategy that is going to save money and improve performance? In this episode, D…
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The Dollar Dilemma: Dollar Stores Closing!
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28:05
Dollar Stores have popped up everywhere over the past decade. The promise of cheap products and groceries led to growth in locations often in small towns, or poorer neighborhoods. Some argued they help provide needed resources in these areas. Others complain they destroy local businesses while selling low quality products. The dynamic is changing. …
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Succeeding in the Face of Competition. The Little Guy Can Win
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Part 4 of our interview with Brian Weavel from Perfect Crust Pizza Liners. In our final segment, Brian gives advice for making an impact when competing with larger companies. He shares some tactics Perfect Crust Pizza LIners uses to become a "mini celebrity" in the pizza industry and gives insights to how you might apply that to your own business. …
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How Can There Be SO Much Pizza!?! How companies can compete.
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Part 3 of our interview with Brian Weavel from Perfect Crust Pizza Liners. It seems like there are pizza restaurants everywhere. So how can so many pizza places survive when their competition may be right across the street? Brian shares his insights from being a restaurant owner and what is necessary to make an impact in a highly competitive market…
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35% of Pizza Restaurants Do This. Avoid the Same Mistake In Your Business.
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Part 2 of our interview with Brian Weavel from Perfect Crust Pizza Liners. Brian shares his experience with what data to track. He also talks about how many companies can avoid paying for expensive marketing when using social media. Finally he highlights a common mistake he sees many restaurant owners make that we all should be careful of. About Br…
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Brian Weavel may not have set out to be a leader in the pizza industry, but he has achieved quite a bit over his career. From his small shop, he became recognized as a leader in his industry. Now as a Regional Sales Manager for Perfect Crust Pizza Liners, he couldn't be happier. In part 1, we will learn how Brian got his start in the pizza industry…
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Are We Obsolete? AI Changing the Workforce.
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Pandora's Box is open. AI will revolutionize how we work, and what work we will do. Rich talks about the changes in accounting and Mark elaborates on our need to adapt. About Mark: Mark leads a team with the only AI-native platform that enables Go To Market (GTM) teams to plan, predict, prove, and pivot their investments in real time. With over 26 …
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Human Nature and History: How Our Past Teaches Us About Our AI Future.
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We can learn a lot from our history. Mark is a history buff and shares how advancements impact our evolution and our need to adapt. Change is happening more rapidly than before. It's up to us to keep up. About Mark: Mark leads a team with the only AI-native platform that enables Go To Market (GTM) teams to plan, predict, prove, and pivot their inve…
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AI in Research: Are Humans Eliminated?
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Everyone has heard of ChatGPT. It can be a useful tool for research and writing. But is it all it's cracked up to be? In Part 2 of our interview with Mark Stouse, he talks about how we are in the early stages of AI and some of its faults. About Mark: Mark leads a team with the only AI-native platform that enables Go To Market (GTM) teams to plan, p…
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Artificial Intelligence is Coming! Are You Prepared?
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19:13
Atificial Intelligence (AI) is rapidly changing the world as we know it. In many ways it will enhance our lives, but with a dramatic effect. Jobs once thought to be a constant will go away. While AI may not completely replace humans, it will force us to adapt. Meet Mark Stouse, he is the CEO of Proof Analytics, and he will help us dive into the eve…
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Will We Have Enough Employees? The Future of Labor and Education.
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Our final segment of our interview with Jay Goninen. We expand our discussion further to talk about the labor market as a whole. How is labor changing? Are companies prepared? Is the only path to success through college? We discuss these topics and more! Jay Goninen is the Co-Founder & President of WrenchWay. Jay started working in his family's ind…
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Electric Vehicles and Their Impact on the Auto Industry
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Part 3 of 4. What would a car talk be without discussing EV's and their impact on the Auto Industry. Jay shares how it is changing what techs are required to learn. Also you will learn about some surprises about ownership costs and repairs. Jay Goninen is the Co-Founder & President of WrenchWay. Jay started working in his family's independent auto …
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Tech Shortage! What It Takes to Recruit Right.
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Part 2 of 4. Our interview with Jay Goninen continues with what's happening in the Auto industry. It's much more than just hiring bodies. What matters is finding techs that are a good fit for the industry. Jay Goninen is the Co-Founder & President of WrenchWay. Jay started working in his family's independent auto repair shop at the age of nine, and…
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Who is Going to Fix Your Car: Jay Goninen From Wrenchway
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Part 1 of our 4 part interview. The automotive industry isn't different from any other when it comes to hiring. Automotive technicians are in short supply. Jay Goninen shares his background and what inspired him to create Wrenchway. About Jay: Jay Goninen is the Co-Founder & President of WrenchWay. Jay started working in his family's independent au…
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What's Next For MoonBoy Ventures? Interview Part 5
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The 5th and final part of our interview with Vandross Idiake. Vandross shares what is up for him in the near future and how to use cryptocurrency and blockchain in your business. About Vandross: With 4 years of experience in the blockchain industry, he has built his own blockchain consulting firm. He is also a mentor of Stanford Web 3 and AI Resear…
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Crypto Is The Wild, Wild West! Protect Your Investment. Part 4 With Vandross Idiake
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Part 4: Sam Bankman Fried was the darling of cryptocurrency until his ponzy scheme came crashing down. Is that the end of Crypto? Vandross shares what happened and how to portect yourself. Part 4 of our interview with Vandross. About Vandross: With 4 years of experience in the blockchain industry, he has built his own blockchain consulting firm. He…
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Does Crypto Make Trade Easier? Part 3 of Our Interview With Vandross
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Part 3: Converting money and wire transfers can create trade problems. Is Crypto a solution? Part 3 of our interview with Vandross. About Vandross: With 4 years of experience in the blockchain industry, he has built his own blockchain consulting firm. He is also a mentor of Stanford Web 3 and AI Research Labs. He also has 4 years of experience in t…
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Can Crypto Be a Hedge Against Inflation? Vandross Interview Part 2
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Part 2: We have all seen the volitility of crypto values over the past few years. Money has been made and lost as a result. Vandross shares his insights about how cryptocurrency can protect you from inflation. About Vandross: With 4 years of experience in the blockchain industry, he has built his own blockchain consulting firm. He is also a mentor …
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Will Crypto and Blockchain Change Your Business? An Interview With Vandross Idiake
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Technology is rapidly changing our society. How we handle money is no different. Recently, we had the opportunity to interview and up and coming expert in the fields of Crypto and Blockchain. Listen in over the next five episodes as we learn, and challenge, Vandross Idiake on how this new frontier will impact society and business. About Vandross: W…
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Top 10 Stories for 2023!
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Who, or what, made the biggest impact in 2023? Rich and Dan break down their list of top stories and people from last year. Who would you put on the list?Von Dan Paulson and Richard Veltre
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2023 Holiday Special! Your Business Questions Answered!
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A few weeks ago, we asked you what business questions you wanted answered, and you responded! Will recession concerns lead to easier hiring? How do we know if we have a good work culture? How much should we pay for salaries? Why is it so difficult to get help? These and many more questions are answered by the Biz side of the podcast, Dan Paulson. S…
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Businesses Are Failing! What's Happening With Acquisitions?
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One of the best times in an entrepreneur's life is acquiring a company to grow. It is also one of the worst times if they aren't properly prepared to scale. Too many new owners and venture capital buys aren't prepared to change a new purchase for the better. The result is having your acquisition bleeding money to survive. In this episode, Dan and R…
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