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A place where the founders, owners, and CEOs of managed service businesses can hear from industry veterans, subject matter experts, and business insiders on how they are navigating the latest era of MSP.
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Welcome to Ursa Consultants: Beyond the Balance Sheet, hosted by Jace Lotz. Through focused interviews with Founders and Operators of people-first companies, I sit down with guests and dive into the nuances of the numbers, and the humans who ultimately make these businesses successful. From people-first strategies to crunching the numbers, this podcast will explore what it takes to thrive in the current economy and build a successful start-up. Whether you are a CEO, operator, or accountant, ...
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Why You Should Care About the Financial Health of Your Employees with Andy Bandyopadhyay of Attune Insights
28:58
28:58
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28:58
In the most recent episode of Beyond the Balance Sheet, Jace sat down with Andy Bandyopadhyay, PhD, founder & CEO of Attune Insights. Andy teaches at the Berkeley Haas School of Business, where he challenges Silicon Valley founders to put people first, and at the Berry College MBA program, where he teaches business owners to build people-first rese…
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Creating a Supportive and Balanced Work Environment with Bill Tyndall of Tynrose, Inc.
27:25
27:25
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27:25
In the most recent episode of Beyond the Balance Sheet, Jace sat down with Bill Tyndall, founder & CEO of Tynrose, Inc. Bill is a former D1 college football player, turned seasoned entrepreneur and investor. Tynrose, Inc. is a holding company focused on long-term innovation within the digital transformation industry. Throughout his career, he has b…
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Why Every Startup Should Use AI With Mehdi Tehranchi of KnowledgeNet.ai
27:38
27:38
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27:38
In the most recent episode of Beyond the Balance Sheet, Jace sat down with Mehdi Tehranchi, co-founder and CEO of KnowledgeNet.ai. Mehdi Tehranchi is a seasoned software entrepreneur who is currently working on his third startup. KnowledgeNet is an AI solution designed to help companies retain knowledge across their organization. Jace and Mehdi tal…
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Banking for Startups with JP Ferro of Bridge Bank
22:39
22:39
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It’s Friday night – having just finished your final Zoom call of the week, you hop into an Uber to pick up your friend from their Airbnb, while you check Yelp for a good restaurant to grab dinner downtown. Sounds like a pretty realistic scenario, right? In that sentence, I mentioned four different startups that we can't imagine life without. But wi…
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The Role of an Operator with Casey Woo of Operators Guild
24:40
24:40
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What happens when a Navy SEAL gets put in a leadership position at a company? According to Casey Woo, that is exactly what the operator role is. “They are specialists at being generalists.” In our most recent episode of Beyond the Balance Sheet, Jace sat down with Casey, the founder and CEO of Operators Guild – an independent, invitation-only group…
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Robin P. Zander on Storytelling and the Entrepreneurial Mindset
24:03
24:03
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In our most recent episode of Beyond the Balance Sheet, Jace sat down with Robin Zander, founder and CEO of Zander Media – a creative agency that’s worked with clients such as Sequoia, Philz Coffee, Codility, and more. Robin is a serial entrepreneur, having built three successful companies in the last seven years. He knows a thing or two about buil…
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The Future of Accounting with Anita Koimur, co-founder and COO of LiveFlow
35:47
35:47
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With all the new technologies on the rise in the past few years, the accounting landscape is evolving. There’s no question about it. With all the new AI tools, and companies automating processes more and more, a reporting revolution seems to be on the horizon. But what does this look like? In our most recent episode of Beyond the Balance Sheet, Jac…
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The Future of Startups with Eric Bahn of Hustle Fund
28:09
28:09
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28:09
On average, it takes startups 40-50 meetings to raise a $1M+ round of capital. This investor often invests after just one or two meetings… In our most recent episode of Beyond the Balance Sheet, Jace sat down with Eric Bahn, General Partner and co-founder of Hustle Fund. They talk about Hustle Fund’s mission and the importance of cultivating commun…
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The State of Banking with Senior Managing Director of Bridge Bank Mike Lederman
26:09
26:09
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How does a financial pro with over two decades of experience in the banking industry deal with financial uncertainty? In our most recent episode of Beyond the Balance Sheet, Jace sat down with Mike Lederman, senior managing director in Bridge Bank’s Technology Banking. They talk about topics including the current state of the banking industry, how …
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Hardware is Hard with Arvin Vermani, Founder of Perl Street
15:47
15:47
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In our most recent episode of Ursa Consultants: Beyond the Balance Sheet, Jace sat down with Arvin Vermani, co-founder and COO of Perl Street. Perl Street is a New York-based fintech company with a simple mission: to empower others to fundamentally change the world. How? You might ask. Well, Perl Street transforms under-banked hardware companies in…
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Manik Suri's Therma Brings Cutting-Edge Tech to the Central Valley
26:46
26:46
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In this episode of "Ursa Consultants: Beyond the Balance Sheet," host Jace Lotz, CEO of Ursa Consultants, sits down with Manik Suri, Founder and CEO of Therma, a trailblazing technology startup on a mission to protect food, health, and the planet. Dive deep into the story behind Therma's innovative solutions designed to eliminate food waste, improv…
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Doug Kreitzberg has over 20 years’ experience helping businesses thrive in this digital world - and if he has learned anything at all it is that even if a business has a brick-and-mortar location, they are still a technology company because they are all running on information that is digitally manifested. In this episode of All Ground Up, listen to…
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Navigating Recruiting's Rollercoaster: Insights from Kevin Kinkor
25:31
25:31
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25:31
In this episode of "Ursa Consultants: Beyond the Balance Sheet," host Jace Lotz engages in a compelling conversation with Kevin Kinkor, the co-founder and CEO of Kinkor Consulting, an experienced recruiter with decades of expertise. Kevin shares insights into the recruiting space's ups and downs, closely tied to the ever-changing economic condition…
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Revolutionizing Residential HVAC with Dan Myers of Flair
34:53
34:53
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In this episode of “Ursa Consultants: Beyond the Balance Sheet,” host Jace Lotz engages with Dan Myers, CEO of Flair, in a compelling discussion about revolutionizing residential HVAC systems. Myers outlines Flair’s mission, focusing on the four C’s: Comfort, Convenience, Cost, and Carbon, and shares insights into their innovative strategies like b…
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An incredible conversation with Anthony Mongeluzo, Founder and President of PCS, where he shares so much hard-earned wisdom from 23 years of running his very successful managed services business. Tune in to hear Anthony share his philosophies and beliefs on culture, talent, internal operations, and his experience acquiring others.…
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In this episode, we’re thrilled to welcome Tom Kirby, the pioneering founder of PrepDD, to our podcast. PrepDD is at the forefront of redefining efficiency and accuracy for finance and accounting teams everywhere. Jace and Tom engage in a riveting conversation about how PrepDD isn’t just enhancing financial operations—it’s leading a revolution with…
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I first met Phil Towle when I was playing college football. It took all of 10 minutes before I was bawling my eyes out. Confronting negative beliefs, fears and insecurities. He taught me some of the most impactful lessons I’ve learned about business, life and sports. Now, I am excited to share a sliver of Phil's wisdom and warmth with all of you on…
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Trailer - Ursa Consultants: Beyond the Balance Sheet
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Join "Ursa Consultants Beyond the Balance Sheet" with host Jace Lotz, as we dive into the heart of successful startups, exploring both numbers and the people behind them. Whether you’re a CEO, operator, or accountant, gain insights that enhance your business understanding. Subscribe wherever you get your podcasts or sign up at www.ursaconsultants.c…
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Brian Hoppe knows that the only way to achieve breakthrough performance is for everyone to align around core principles and be confident in the collective direction they're going. This has been the secret of his success both operating an MSP and coaching others who do. On Episode 3 of the All Ground Up podcast, listen to Brian discuss: why integrat…
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Hear from Jim Lippie on Episode 2 of All Ground Up on how he and his team have continued to deliver value by embracing progress over perfection, the trend of moving from a device based cybersecurity approach to a user based one (and what that means for MSPs), and how they scaled the revenue model opt in for near instant MRR increase. Mixed & Edited…
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Listen to Gary Pica on the inaugural episode of All Ground Up discuss his views on companies trying to grow inorganically on their own, what MSPs thinking about merging should be considering about before they jump in, and the one piece of advice that he thinks all MSP owners need to hear. Mixed & Edited by Next Day Podcast.…
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