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Alan is managing partner at Greenstein, Rogoff, Olsen & Co., LLP, (GROCO) and is a respected leader in his field. He is also the radio show host to American Dreams. Alan's CPA firm resides in the San Francisco Bay Area and serves some of the most influential Venture Capitalist in the world. GROCO's core competency is advising High Net Worth individual clients in tax and financial strategies. Alan is a current member of the Stanford Institute for Economic Policy Research (S.I.E.P.R.) SIEPR’s ...
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On this latest episode of the Positive Enterprise Value Podcast, I am thrilled to welcome my good friend Jay Lapeyre. Jay is the second-generation Entrepreneur Owner-Manager (“EOM”) of Laitram LLC. Laitram is based in the New Orleans area but operates worldwide with over 4,000 employees. Jay's dad was a consummate entrepreneur who, with more than 2…
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Have you noticed, as I have, that some private companies successfully transition through all of the evolutions and revolutions they have over the years in leadership management, separate from leadership, even ownership? Some in changing environments end up with terrific new majority owners, moving gracefully into the next interesting and rewarding …
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For over 30 years, I've had the fun of meeting with thousands of seasoned, successful private business owners and working closely with hundreds of them. In this podcast, I interview some of the most high-performing successful EOMs from both the for profit, and the not-for-profit domains. On this episode I interviewed Kyle Reagan who is the Chairman…
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In this interview, Cory Warfield, a tech entrepreneur, discusses his journey and insights on various topics. He started his career in the restaurant industry, working as a waiter and bartender, but eventually got burnt out and decided to start a technology company. Despite having no prior knowledge in the tech field, he recognized the potential for…
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Ian Robilliard, former professional Rugby player shares the changes he has witnessed in Australian sports over the years, including increased compliance due to government involvement and a greater focus on gender neutrality and women's involvement in sports. He mentions the rise of secondary sports such as surfing, BMX, and skateboarding in Austral…
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Shona Eichorn, CEO of the Northern Inland Academy of Sport in New South Wales, Australia talks about her experience working in sports and education, and how she sees the differences between the sports systems in Australia and the United States. She explains that in Australia, there is a strong focus on grassroots development, and the system is base…
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Hugh Massie, founder and chairman of DNA Behavior International, shares how his passion to help people with their stress and relationship to money led him to create a system that uncovers people's hardwired behaviors and helps bring alignment to their lives. He shares the importance of having a deep passion and purpose when embarking on a big journ…
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Regan Archibald shares his journey to becoming a naturopathic physician and acupuncturist. Regan explains that he was inspired to go into medicine because his uncle was a doctor, and he wanted to help people on a different level than herding cattle on her family's farm. He was misdiagnosed with Hashimoto's disease by five different doctors, but was…
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Eric Francom shares his unique career transition from being a dentist to an investor and wealth mentor. He talks about how he helps dentists and other professionals achieve the freedom he has been blessed to have by investing in private equity and venture capital companies, which are considered alternative investments. Francom explains that alterna…
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Charlie Epstein is an entertainer, entrepreneur, financial planner, wealth manager, and retirement specialist. He was born in a rich environment with an opera singer mother, an entrepreneur father, and artists in the family. Epstein grew up with a passion for entertaining and performing but ended up in the financial world, where he was very success…
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Pete Worrell is a consultant who has worked exclusively with entrepreneur owner managers. He started his career as an MBA graduate, and he was offered a job by a firm by the name of Bigelow LLC, which specialized in providing consulting services exclusively to entrepreneurs. Pete accepted the job and was given a unique compensation package. He was …
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Frédéric BrunnerAs CEO & Founder of Genioo, Frédéric helps global corporations, and their senior executives to innovate, transform and grow more rapidly. Frédéric and his teams work together to augment the way that their clients think, plan and execute on big ideas; creating better futures for companies, as well as their employees and shareholders.…
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V Ray began her engineering career in micro-fluidics research, moving on to design and build robots, software solutions, go-to-market strategies, and data-driven marketing campaigns.In each domain, her unifying skill is an ability to solve complex problems and recognize patterns which yield improvements in system performance. Following her years br…
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David Reiling is an accomplished social entrepreneur and innovator in the field of community development finance and financial inclusion. He has been the Chief Executive Officer of Sunrise Banks since 1995, and since then, he has successfully transformed Sunrise Banks into a leading player in the industry, becoming the first Minnesota-based bank to…
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Richard Rossi is a revolutionary figure in the field of age reversal, with his company daVinci50 leading the way in exploring new treatments to combat aging. His research into stem cells and gene therapy has opened up exciting possibilities for reversing the effects of aging, while his work on epigenetic age and biological age have provided invalua…
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Michael Cave started Cave Financial over 20 years ago with the vision of providing families and businesses with assistance in creating, protecting, and preserving their wealth. After completing his education in accounting at Ball Corp, Michael gained experience working for various companies, such as Boeing Co. and Harley Davidson. While working in …
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Dr. Lee M. Hood is best known for his development of technologies which have enabled the advancement of predictive, preventative medicine. Dr Hood’s journey began at a young age, when he was an assistant professor of molecular immunology at California Institute of Technology in 1973. After being appointed Chief Strategy Officer for the Institute fo…
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As Ken Neuman wanted to share his God given talents with others, he started a business called, “Youtopia”. It started off as a simple question, “Is there a way to increase the nutritional value for those who have some type of health disorder?” Like a chain reaction that gave way to creating a company that maximizes your nutrition and helps alleviat…
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Ali Nasser is a serial entrepreneur who has been helping business owners for nearly twenty years. He understands the legacy dilemma and financial freedom that many business owners face when it comes to their life experience, which is why he has developed a powerful and proprietary framework that can help them make the best decisions related to thei…
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How can young people can once again afford a home in in high cost of living areas? In his new book, "The Self Funding House", Derek Lobo shows how young individuals can rebuild their dream of home ownership in expensive housing markets."You can become a homeowner by being a landlord," says shares Derek in his book. "When I was a young immigrant to …
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Ironically, most people that have a family office are not familiar with the term. So what's A Family Office? Essentially it's an individual with financial means that makes private investments. While the mass public is focused on buying and trading public stocks, there is a much higher potential for earnings if you have the opportunity to invest in …
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This week we are joined by Kathleen Adams of Second 50 Financial. We discuss how she arrived at the point she is at in her career as well as one of the pressing concerns her clients have- How to Not Run Out of Money During Retirement. Disclosure:The information contained herein is for general educational and informational purposes only. It is not i…
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Tony Raynor is the s the Founder, President and CEO of The Sustainable Green Team. His company focuses on yard waste recycling and has recently partnered with VRM Biologik Group to help restore soil hydration in arid climate4s around the world. Their product known as HumiSoil® uses a special microbe to accelerate the natural decomposition of organi…
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When Pamela Kan took over leadership of the company in 1999, she transitioned Bishop-Wisecarver from a family business to a professionalized organization. Her vision for the company was to provide custom solutions and innovative products that would help clients reduce cost and increase efficiency.Kan has led the company through numerous changes in …
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This week we sat down with Evan Carmichael to talk about his experience as a YouTube. Evan has 17 different Youtube channels and over 3 million subscribers. So what was Evan's motivation for getting started in Youtube?"Ultimately, your purpose comes from your pain. So whatever you struggle the most with as a human is what you want to help other peo…
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One of the ways Oberbrunner helps authors, entrepreneurs, influencers, and thought leaders is by helping them publish and protect their Intellectual Property. In today’s digital age, it’s more important than ever to make sure your ideas are protected for financial security and personal growth.“The internet has made it easier than ever for people to…
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Nick Sonnenberg is the founder and CEO of Leverage, a business efficiency consultant, Inc. columnist and author of the upcoming book, Come Up For Air: How Teams Can Leverage Systems and Tools to Stop Drowning in Work. As a serial entrepreneur with a passion for productivity and a background in data science, Nick’s mission is to create companies tha…
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This week we discuss how to utilize philanthropy to use the money that you would have used to pay your taxes to build a legacy for yourself. One such strategy would be to use Charitable Remainder Trusts- specifically a Net Income Makeup Charitable Remainder Trust. Placing your Life insurance in such a trust will allow you to stay compliant tax wise…
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Droves of anxious people take to the arid streets of Tatooine. The desert planet recently experienced a decline in GDP and now with inflation on the rise, rash financial decisions made by the population were a real danger. As the crowd continues onward, it is confronted by a stranger. Brown robes shielding him from blistering heat, his head remaine…
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Jim Kwik knows a thing or two about learning. After suffering a traumatic brain injury as a child, Jim was faced with many challenges. He was teased by classmates and referred to as “the boy with the broken brain.” But Jim didn’t let his injury hold him back. He went on to discover the field of brain science and learn how to learn. Jim realized tha…
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At the end of your life what do you want to be known for? What is t that really matters most to you? You can't take your wealth, or a Uhaul full of passions with you to the funeral home so siting down to think hard about priorities beyond wealth is critical. People that have built their lives upon a foundation of Friends, Family and Faith end up be…
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After hitting rock bottom, Craig Stanland was forced to make a choice: give up or rebuild. He thought he had "it all" until he lost sight of what's truly important and made the worst decision of his life, losing everything along the way, including his own self-worth. Through the painful, terrifying process of starting over, Craig ultimately discove…
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Horses, they don’t speak but if you take the time to listen to them, they have an awful lot to communicate. Such lesson was learned by a young boy growing up on his family’s farm in South Carolina. The time that Chad Jenkins spent learning to listen to his horses, set him up for succeed later on in life. Chad went on to start SeedSpark, a company t…
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