Latest Episodes
November 28, 2024
#417: Mastering Profitability in a Professional Services Firm with Marcel Petitpas
In this episode of Independence by Design™, I sit down with Marcel Petitpas, a visionary in operational clarity and profitability for professional services. Marcel's...
01:22:29
November 21, 2024
#416: Behind the Curtain: How Ultra-Wealthy Families Manage Their Business Assets with Brandon Henry
In this episode of Independence by Design™, I have a fascinating discussion with Brandon Henry, who works closely with billionaires and ultra-high-net-worth families as...
01:09:37
November 14, 2024
#415: Everyone Gets Punched in the Face: A Framework for Planning with Tom Walker
In this episode, I sit down with Tom Walker, a financial strategist who’s all about connecting the big picture to the details—uncovering hidden constraints,...
01:07:52
November 07, 2024
#414: How to Navigate a Third-Party Sale with an Investment Banker with Adam Webb
Demystify what it means to prepare for a third-party sale and how an investment banker can be a game-changer in that process. For owners...
01:25:44
October 31, 2024
#413: From GameStop to Kinko's: Gary Kusin on Building, Scaling, and Creating Legacy Businesses
In this episode of Independence by Design™, I sit down with Gary Kusin—an entrepreneur who built some of the most recognizable brands in the...
01:09:12
October 24, 2024
#412: Revenue Predictability & Strategic Marketing Tied to Valuation Growth with Shiv Narayanan
In this episode of Independence by Design™, I sit down with Shiv Narayanan, founder of How to SaaS, to uncover the core strategies behind...
00:58:21