The Human-AI Workforce: Armando Viteri on the Future of Productivity

Built to Finish

#Careers #Business #Acresis #Steven Pivnik

30:16

A young FBI agent named Leah Marx arrives in Los Angeles and receives a tip in 2010 about brutal conditions at Men’s Central Jail downtown. Such complaints have gone nowhere for years, since they pit the allegations of inmates against the word of jail deputies. But she finds informants, including a wily bank robber, Anthony Brown, who is facing life in prison and is willing to help. She reflects on a family tragedy that informs her perspective and fuels her sense of mission. Meanwhile, an ambitious young jailer named James Sexton works his way through the ranks, trying to overcome his image as a “brass baby,” the son of a prominent law officer, while navigating a complicated agency where loyalty is a prime value. That jail was notorious for violence and neglect, and outside investigations had rarely gained traction. By entering Men’s Central Jail, the FBI was challenging a department that had long resisted oversight. The series is reported and hosted by Pulitzer Prize-winning journalist Chris Goffard, best known for his work on Dirty John. Topics in this episode include: Operation Pandora’s Box, Anthony Brown informant, James Sexton, Los Angeles County Jail scandal, FBI investigation, Sheriff Lee Baca.…

about a year ago 48:23

MP3•Episode home

Is your business truly ready for the AI revolution, or will it be left behind?

In this episode of Built To Finish, we sit down with Armando Viteri, a seasoned executive with over 25 years in enterprise computing and a co-founder of multiple successful companies. Join us as Armando unpacks the profound ways Artificial Intelligence is reshaping the landscape for software companies and businesses at large.

Discover how AI is revolutionizing internal processes, supercharging productivity, and catalyzing a fundamental cultural shift within organizations. Armando shares his compelling prediction about the decline of traditional enterprise SaaS as AI-driven solutions take center stage, and he highlights the critical role AI plays in slashing operational costs and boosting efficiencies.

Learn about New Block, Armando's company, and their innovative, technology-agnostic approach to implementing AI in both agile startups and established large enterprises. We also delve into the potential regulatory hurdles on the horizon and explore the indispensable need for human oversight in the deployment of AI.

Finally, Armando underscores why having AI experts in the boardroom is no longer a luxury, but a necessity for navigating this monumental technological transformation. Tune in for invaluable insights that could define the future of your business!

Takeaways:

Integrate AI into Your Company's Technology Stack and Operations: Companies should incorporate AI not only in their customer-facing products to remain competitive but also in their internal operations (like software development, marketing, and customer support) to boost productivity and reduce costs.
For Startups, Focus on AI Solutions for the SMB Market: The enterprise space is moving towards bespoke, in-house AI solutions. Startups have a significant opportunity in developing AI-powered products for Small and Medium-sized Businesses (SMBs) that lack the resources to build their own. This often involves pairing a domain expert with an AI technology partner.
Re-skill Your Workforce with a Focus on Soft Skills: As AI handles more hard skills (like coding), the value of soft skills—such as critical thinking, communication, and emotional intelligence—will increase disproportionately. Companies should consider reskilling their workforce to adapt to this shift rather than just focusing on headcount reduction.
Ensure Your Board Includes AI Expertise: Given the fundamental shift AI represents, companies of all sizes, especially public ones, make a strategic mistake if they don't have a genuine AI expert on their board to guide strategy and implementation, not just a management consultant.
Prepare for the Decline of Enterprise SaaS: Businesses, particularly large enterprises, should anticipate a shift away from traditional enterprise SaaS solutions. As AI capabilities grow, companies may find it more cost-effective and efficient to develop bespoke AI agents and solutions in-house, as exemplified by Klarna replacing Salesforce and Workday with its own AI.
Adopt a Technology-Agnostic Approach to AI Implementation: When implementing AI, avoid being locked into a single vendor's technology stack. Instead, choose solutions and partners that are technology-agnostic to ensure the best fit for specific problems, potentially combining generative AI, narrow AI, and traditional algorithms.
Recognize AI as a Cultural Shift, Not Just a Technological One: Implementing AI effectively is more than a technology upgrade; it requires a cultural transformation within the organization. Businesses need to prepare for changes in how work is done, how decisions are made, and what roles humans play alongside AI.

Quote of the Show:

"AI is never gonna take away your job, but somebody who knows how to use AI will be the one that takes away your job."

Links:

LinkedIn: https://www.linkedin.com/in/armandoviteri/
Website: https://neubloc.ai/

Ways to Tune In:

Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY
Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842
Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65
Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037
YouTube: https://youtu.be/SzSoEzUqYZc

43 episodes

Built to Finish

The Human-AI Workforce: Armando Viteri on the Future of Productivity

Built to Finish

published about a year ago

MP3•Episode home

Is your business truly ready for the AI revolution, or will it be left behind?

Takeaways:

Integrate AI into Your Company's Technology Stack and Operations: Companies should incorporate AI not only in their customer-facing products to remain competitive but also in their internal operations (like software development, marketing, and customer support) to boost productivity and reduce costs.
For Startups, Focus on AI Solutions for the SMB Market: The enterprise space is moving towards bespoke, in-house AI solutions. Startups have a significant opportunity in developing AI-powered products for Small and Medium-sized Businesses (SMBs) that lack the resources to build their own. This often involves pairing a domain expert with an AI technology partner.
Re-skill Your Workforce with a Focus on Soft Skills: As AI handles more hard skills (like coding), the value of soft skills—such as critical thinking, communication, and emotional intelligence—will increase disproportionately. Companies should consider reskilling their workforce to adapt to this shift rather than just focusing on headcount reduction.
Ensure Your Board Includes AI Expertise: Given the fundamental shift AI represents, companies of all sizes, especially public ones, make a strategic mistake if they don't have a genuine AI expert on their board to guide strategy and implementation, not just a management consultant.
Prepare for the Decline of Enterprise SaaS: Businesses, particularly large enterprises, should anticipate a shift away from traditional enterprise SaaS solutions. As AI capabilities grow, companies may find it more cost-effective and efficient to develop bespoke AI agents and solutions in-house, as exemplified by Klarna replacing Salesforce and Workday with its own AI.
Adopt a Technology-Agnostic Approach to AI Implementation: When implementing AI, avoid being locked into a single vendor's technology stack. Instead, choose solutions and partners that are technology-agnostic to ensure the best fit for specific problems, potentially combining generative AI, narrow AI, and traditional algorithms.
Recognize AI as a Cultural Shift, Not Just a Technological One: Implementing AI effectively is more than a technology upgrade; it requires a cultural transformation within the organization. Businesses need to prepare for changes in how work is done, how decisions are made, and what roles humans play alongside AI.

Quote of the Show:

"AI is never gonna take away your job, but somebody who knows how to use AI will be the one that takes away your job."

Links:

LinkedIn: https://www.linkedin.com/in/armandoviteri/
Website: https://neubloc.ai/

Ways to Tune In:

Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY
Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842
Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65
Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037
YouTube: https://youtu.be/SzSoEzUqYZc

43 episodes

#Careers #Business #Acresis #Steven Pivnik

All episodes

Built to Finish

1
The Mindset of a Top Performer: Sales Tactics, 75 Hard, and Stan Sher 35:54

6 days ago35:54

35:54

Stan Sher, a respected writer, speaker, and president of Dealer eTraining, shares his personal journey from starting as a car salesman at 20 years old to founding his own company, overcoming going broke three times along the way. The conversation dives into why the car-buying process is often unpleasant, which Stan attributes to undertrained, transaction-focused salespeople and a lack of genuine communication. He champions a "guest experience" mindset, urging a shift towards treating customers like people rather than dollar figures. The discussion also covers the importance of a consultative communication style, the power of personal discipline through challenges like 75 Hard, and the need for self-awareness, inspired by Mel Robbins' book. Takeaways: Adopt a "Guest Experience" Mindset: Shift your focus from the transaction to treating every customer as a guest. This involves having personal conversations and building rapport, which can overcome the negative stereotypes customers often have. Practice Consultative Communication: Instead of being direct or confrontational, become naturally curious and ask more questions. A consultative approach helps you understand the customer's needs and leads to a more diplomatic and effective conversation. Start Your Day with Intention: Spend the first 15 minutes of your morning watching or listening to something inspirational instead of doom-scrolling. This small habit helps set a positive and motivated mindset for the rest of the day. Learn from Every Generation: If you're a young professional, ask yourself what you can learn from a 65-year-old coworker. Conversely, consider what you can teach and inspire in them. Bridging the generational gap is key for team growth. View All Experiences as Opportunities: Adopt the mindset that every experience you have in life is a good one, because you never know when a skill or lesson learned will become useful. Develop a Process for Failure: Success isn't about never failing; it's about having a clear process for what to do when you fail. Stan's process after going broke was to spend his "9 to 5" applying for jobs and taking every meeting, refusing to give up. Quote of the Show: "I believe that we need to be consultative in every situation. We all need to be naturally curious. We need to ask more questions." Links: LinkedIn: https://www.linkedin.com/in/stansher83/ Website: https://dealeretraining.com/ Book Link: https://dealeretraining.com/…

Built to Finish

1
From Alcatraz Swims to AI: The Grit of a Tech Founder | Brant McNaughton 42:38

13 days ago42:38

42:38

Brant McNaughton, the Founder and Managing Director of the web development consultancy Ecce. Brant shares his journey of transitioning from a 15-year career in global finance to becoming a tech entrepreneur in the late '90s. For over 26 years, he has built his agency on a foundation of strong relationships and reputation, growing organically through word-of-mouth referrals. Brant discusses the evolution of his business, the temptation to turn bespoke projects into products, and how his team uses "5% Fridays" to innovate with AI. He also provides invaluable insight into building a resilient, non-hierarchical company culture and navigating entrepreneurial challenges like the "feast or famine" cycle and the departure of a key employee. Brant connects the grit required in business to his passion for endurance sports, including his incredible story of swimming from Alcatraz. Takeaways: Prioritize Reputation Above All Else: Brant's business has thrived for 26 years, with 99% of his business coming from his network and word-of-mouth referrals. This underscores the principle that delivering quality work and building trust is the most effective and sustainable marketing strategy. Formalize Time for Innovation: Implement a "5% Friday," giving your team one day a month to step away from client work and explore new ideas and technologies. This dedicated time can foster creativity, improve skills, and even lead to the development of new, valuable projects. Lead from the Trenches to Build Culture: A strong, unified culture is built when leaders are on the shop floor with the team, not in a separate office. Adopting a mentality where no one is above any task—like the All Blacks rugby team captain who still sweeps the change room—eliminates an "us vs. them" dynamic and fosters collective ownership. Don't Catastrophize Key Employee Departures: When a key employee who has been with you for years decides to leave, resist the urge to catastrophize the event. It often creates an opportunity for other team members to step up, take on more responsibility, and bring fresh perspectives to the business. Use Business Downtime to Address "Technical Debt": The "feast or famine" cycle is common in service businesses. During the leaner "famine" periods, instead of worrying, redirect your team's focus to internal projects, process improvements, and fixing problems that were put on the back burner during busy times. Embrace "Type Two Fun" to Build Resilience: Pushing through difficult challenges, whether it's a grueling endurance event or a tough business problem, builds grit. Brant calls this "type two fun": it feels miserable while you're doing it, but looking back, the sense of accomplishment and learning is deeply rewarding. Quote of the Show: “Reputation's everything. It’s like when you run a decent pub, it's your name across the door, right?" Links: LinkedIn: https://www.linkedin.com/in/brantmcnaughton/ Website: https://www.ecce.uk/ Linktree: https://a1m.at/brant…

Built to Finish

1
Unlocking Organizational Potential with the Work to Value Management System | Mike Hogan 47:48

20 days ago47:48

47:48

Mike Hogan, CEO of Insights7, is a seasoned business leader with over 25 years of global experience. Hogan shares his journey from providing advisory services to developing a software-as-a-service platform designed to help organizations align their execution with strategic goals through his "work to value management system." He discusses the common challenge of ensuring entire teams are "rowing in the right direction" and introduces the concept of overlaying a value chain structure on top of the traditional organizational chart to create a single value creation system. Hogan explains how this approach empowers employees, fosters a culture of accountability, and provides leaders with the objective data needed to make difficult decisions. The conversation also touches on the parallels between entrepreneurship and endurance sports, the role of AI in their platform, and the ideal company profile for implementing their system. Takeaways: Aligning Execution with Strategy is Paramount: The most significant challenge for many businesses is ensuring that day-to-day operations (execution) are truly aligned with the company's high-level strategic goals. The Value Chain as a Governing Structure: Instead of relying solely on the traditional organizational chart, companies can achieve greater success by making the value chain structure explicit and the governing framework for decision-making. Define Value and Empower Your Team: Leaders should clearly define what "value" means for their customers and stakeholders. This clarity empowers teams by giving them a clear target and the autonomy to determine the best way to achieve it. Objective Data for Difficult Conversations: A system that provides clear, objective data on value creation can facilitate difficult but necessary conversations about performance, even with long-time employees or the leaders themselves. Context is Key for Effective AI Implementation: For AI to be truly effective within an organization, it needs a "ground truth" or a contextual layer that ensures all AI-driven recommendations are aligned with the company's shared understanding of its work-to-value system. The Entrepreneurial and Endurance Mindset: There are strong parallels between the mindset required for successful entrepreneurship and that of an endurance athlete, including planning, preparation, execution, and navigating setbacks. Ideal Client Profile: The "work to value" system is best suited for growth-minded companies, particularly small to medium-sized enterprises (from $10 million to $1.5 billion in revenue), where leaders are still closely involved in the business operations. Quote of the Show: “I think showing people who their customers are is one of the greatest gifts you can give.” Links: LinkedIn: https://www.linkedin.com/in/mikehoganinsights7/ Website: https://insights7.com/…

Built to Finish

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Content, Community, and Commerce: Evan Dash on Modern Brand Building 51:29

27 days ago51:29

51:29

Evan Dash, the co-founder and CEO of the billion-dollar kitchenware brand, Dash, shares his remarkable journey from being a firefighter to a corporate executive at Macy's, and ultimately, an acclaimed entrepreneur. He details the initial struggles of launching a business, the relentless challenges of managing cash flow in a rapidly growing company, and the unique experience of navigating a partial exit to a strategic partner, Groupe SEB. Evan provides a masterclass on building a brand from the ground up by focusing on being a "content company" first, fostering a positive team culture, and leading with values. He also discusses his partnership with his wife, Rachel, and offers invaluable advice for aspiring entrepreneurs on the importance of gaining corporate experience before launching their own ventures. Takeaways: Gain Experience on Someone Else's Dime: Before starting your own venture, treat your corporate job as a master's or PhD program. Learn everything you can about the industry, from finance to logistics, and make your mistakes while you're still collecting a paycheck. Focus on Content, Not Just Product: Shift your mindset from being a product company to a content company. The journey of selling a product is endless, requiring fresh content that aligns with seasons, holidays, and lifestyle trends to keep the narrative alive. Build Trust by Understanding Your Customer's Pain Points: When pitching to large retailers, lead with empathy. By demonstrating a deep understanding of their challenges and positioning your brand as a solution, you can break down barriers and build a strong partnership. Prioritize Values to Drive Long-Term Success: Implementing initiatives that prioritize values, like offering paid time off for community work, can become a significant source of company pride and a powerful tool for recruitment and retention. Embrace Organic Influencer Relationships: You don't always need a large budget for influencers. By creating products people genuinely love, you can inspire a wave of user-generated content. Identify and reward these organic ambassadors to build authentic and valuable relationships. Recognize the Power of a Visionary-Operator Duo: For a business to truly succeed, it often needs both a "visionary" who dreams big and an "operator" who is detail-oriented and drives things forward. Respecting and trusting each other's distinct roles is fundamental to a successful partnership. Quote of the Show: "Everything I needed to know about business I learned on the back of a firetruck." Links: LinkedIn: https://www.linkedin.com/in/evandash/ Website: https://bydash.com/ Book Link: https://a.co/d/61LPRlu…

Built to Finish

1
Paralyzed to Powerful: How Hope, Discipline, and Teamwork Fuel Recovery - Robert Paylor 48:30

5 weeks ago48:30

48:30

Robert Paylor, a former standout rugby player for UC Berkeley, shares his incredible journey of resilience and recovery. During a national championship game, a catastrophic injury left Robert paralyzed from the neck down, with doctors telling him he would never walk or use his hands again. Robert recounts the harrowing moments on the field, the devastating prognosis, and the immense physical and emotional challenges he faced in the aftermath. He details how the principles of mental toughness learned in rugby, the unwavering support of his family and teammates, and a profound shift in mindset helped him to defy the odds. From being unable to move to eventually walking again, Robert’s story is a powerful testament to the human spirit's capacity to overcome, find purpose in tragedy, and inspire millions. Takeaways: Focus on the Next Most Important Thing: When faced with an overwhelming situation, practice mental toughness by concentrating only on the immediate next step you can take. This prevents you from being paralyzed by the magnitude of the challenge. Control Your Mindset: While you can't always control your circumstances, you can always control your mindset, positivity, and willingness to fight each day. This internal control is a source of power in seemingly powerless situations. Practice Perspective with "Compared to What?" When you feel stuck or defeated, ask yourself, "Compared to what?" This phrase helps put your challenges into perspective by encouraging empathy and focusing on what you do have, rather than what you don't. Make a Selfless Commitment: Find purpose beyond yourself by committing to inspire and support others. Knowing that your strength helps others can provide the motivation to keep going, even in your darkest moments. Avoid the "Slow Fizzle" by Taking Small Steps: The biggest threat to a long-term goal isn't always a dramatic moment of giving up, but a gradual fizzling out. Combat this by dedicating even just five or ten minutes to your goal each day to maintain momentum. The hardest part is often just getting started. Embrace the Power of Your Support System: Recognize and lean on the support of your family, friends, and team. This network provides essential strength and resilience during life's most difficult periods. Reject False Hopelessness: Be wary of negative predictions that can kill your motivation. While it's important to be realistic, focus on what is possible and surround yourself with a team that gives you their full support, allowing hope to fuel your efforts. Quote of the Show: "Let's not focus on what we don't have. Let's focus on what we do have and what we can do with it". Links: Twitter: https://x.com/RobertPaylor5 LinkedIn: https://www.linkedin.com/in/robert-paylor/ Instagram: https://www.instagram.com/rob.paylor Website: robertpaylor.com Book Link: https://a.co/d/g9E548L…

Built to Finish

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Growth, Transformation, and Risk: What Your Board Really Cares About | Naomi Kent 46:26

6 weeks ago46:26

46:26

Naomi Kent, the founder and CEO of The Boardroom Company, discusses the intricate dynamics between founders and boards of directors. Naomi shares her 22 years of experience, outlining when founders should formalize an advisory board, what key roles board members play, and how to navigate the challenging transition when outside investors bring in a more formal board structure. The conversation also explores the powerful parallels between the discipline required for endurance sports, like the Ironman triathlons she has completed, and the focus needed to run a successful business. Naomi provides actionable advice for founders on leveraging their boards, for professionals seeking board positions, and for anyone looking to achieve big goals by harnessing discipline, transparency, and the power of their network. Takeaways: Understand the Evolving Purpose of a Board: In the early stages, an advisory board's primary role is often to be a "door opener" for new business and opportunities. As a company matures, especially with institutional investment, the focus shifts to governance, growth, and preparing for major events like an IPO. Boards serve different purposes depending on the company's life cycle. Focus on the Three Pillars Boards Care About: When communicating with a board or seeking a board role, frame your expertise around the three things they are most concerned with: growth, transformation, and risk. This includes oversight of potential risks, managing technological and market transformations, and driving different types of growth. Be Transparent When Your Board is New: If you are a founder facing a new, more formalized board for the first time, don't pretend to know everything. Be transparent and genuine, stating that it's your first time and that you would appreciate guidance from experienced members. Remember, the board has invested in you and wants you to be successful. Hire for Character, Not Just Connections: When building a board, personality fit is critical to avoid contentious dynamics. The best board experiences are defined by the people, not the product. Look for attributes like collaboration, humility, and the ability to ask questions constructively without making management look bad. Achieve Big Goals by Telling People: Whether you want to run a marathon, write a book, or start a business, the first step is to tell people about your goal. This creates accountability and opens you up to unexpected help from your network, connecting you with people who can make your goal a reality. Discipline from Fitness Translates to Business: The discipline, goal-setting, and resilience required for endurance sports like an Ironman directly improve business performance. Being physically fit helps you maintain focus, be more alert, and perform better mentally. To Get a Board Seat, Make Your Network Aware: Finding a board role is not like a traditional job search; positions are rarely advertised. Instead of asking for help, you should make your network aware of your desire to join a corporate board, ensuring you are prepared and using the correct "board-level language" to present yourself as a credible candidate. Quote of the Show: “If you get into the mindset of a loser or someone who's not achieving. Everything's destined to fail, in my opinion. And so everything is about your attitude and everything is about how you approach your day and how you approach your week and the goal settings and things like that.” Links: LinkedIn: https://www.linkedin.com/in/naomikent/ Website: https://theboardroomco.com/ Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/VXdu5jkMcTQ…

Built to Finish

1
Sell Anywhere: How to Conquer Rejection and Find Your Purpose | Donnie Tuttle 48:23

7 weeks ago48:23

48:23

Donnie Tuttle, a passionate coach, author of "Sell Anywhere," and professor at the School of Professional Design, shares his transformative journey of relearning sales while living a nomadic life with his family, moving from one Airbnb to another for over two years. He discusses how to move from "the grind to working from your design" by infusing sales with genuine curiosity, joy, and purpose. Donnie explains how he overcame the sting of rejection by adopting an alter ego—the "Joyful Farmer"—and focusing on ulterior motives like having fun and making someone's day better. The conversation explores the importance of authenticity, the power of unconventional follow-ups to create curiosity, and why our smartphones can act as "pacifiers" that kill the boredom necessary for creativity and human connection. Takeaways: Smartphones can be "pacifiers" that stifle creativity. When we're bored, we become curious and adventurous, leading to new relationships and ideas. However, most people turn to their phones during moments of downtime, like waiting in line, which negates a significant part of human purpose by eliminating the opportunity for curiosity to spark. Reframe rejection with an "ulterior motive." To handle the constant rejection in sales, Donnie adopted the persona of a "Joyful Farmer," shifting his goal from simply making a sale to having fun and making someone's day better. By focusing on a positive ulterior motive, the sting of rejection lessens, and the work itself becomes more enjoyable, leading to better results. Create curiosity with uncommon, authentic outreach. Instead of traditional cold calls, Donnie found success by creating curiosity through unique, physical items, such as sending messages in a bottle. This approach led to a 90% meeting rate because it was uncommon and genuine. He stresses that whatever method you use, you have to believe in it, or it will feel like a gimmick. The best way to grow is through referrals. Above all other methods, the most effective way to grow your business is by leveraging your existing happy clients. Serve people so well that they are eager to talk about you. Then, ask them to connect you with other people who think and act like them, expanding your network through trusted relationships. Embrace consistency and follow-up relentlessly. Success in sales requires consistency and repetition. It is critical to have a system for continuous follow-up and to not stop contacting a prospect until they explicitly tell you to stop. Use AI as a tool to unlock your own genius. Donnie encourages the leaders he coaches to use AI tools like ChatGPT to prepare for coaching sessions. By inputting details about a person's personality (e.g., from a DISC test), AI can provide directional suggestions and questions, which the leader can then use to operate from their own genius and make meetings more effective. Find your "joyful work" to unlock strength. True strength and effectiveness come from joy. Donnie helps leaders and their teams find their "joyful work," where their gifts and talents are used purposefully. When you can identify moments where you love the person you are, you can tap into that version of yourself to tackle challenges in business and in life. Quote of the Show: "Where there's joy, there is an abundance of strength". Links: LinkedIn: https://www.linkedin.com/in/donnietuttle/ Instagram: https://www.instagram.com/donnietuttlecoach/ Personal Website: https://donnietuttle.com/ YouTube: https://www.youtube.com/c/donnietuttlecoach Book Link: https://a.co/d/akPgAN7 Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/yQmb_7q8r9A…

Built to Finish

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Finish Lines & Bottom Lines: A Conversation on Sobriety, Triathlons, and Family Business | Adam Hill 44:25

8 weeks ago44:25

44:25

Adam Hill, a professional EOS implementer, international keynote speaker, and CEO of the nine-figure family business, Hill Brothers Chemical Company, shares his incredible journey from a decade-long struggle with alcoholism and anxiety to becoming a world-championship qualifying Ironman triathlete. He details the turning point that led him to sobriety in 2012 and how the principles of community and mentorship in Alcoholics Anonymous became a blueprint for his success in endurance sports and business. Adam explains how he applied the same resilience and systematic approach to revitalize his century-old family company, implementing the Entrepreneurial Operating System (EOS) to overcome a period of decline and lead it to unprecedented growth and profitability. Takeaways: The Turning Point of Hitting Rock Bottom: Adam's journey to sobriety began in 2012 after a blackout drunk driving incident, which he considers his rock bottom. This moment forced a choice between self-destruction and seeking help, highlighting that recovery is possible even from the darkest of places. The Power of Community and Mentorship: After getting sober, Adam immersed himself in the community of Alcoholics Anonymous, attending a meeting every single day for his first year. He learned the value of having mentors who have walked the path before and a cohort of peers going through similar struggles, a model he later applied to his triathlon training and business leadership. Applying a Systematic Approach to Audacious Goals: To tackle the goal of completing an Ironman, Adam hired renowned coach Mark Allen and followed a structured training method. This success reinforced his belief in systems, which he later brought to his family's business by implementing the Entrepreneurial Operating System (EOS) to solve deep-rooted issues and drive growth. Using Systems as the "Bad Cop": In a family business, making tough decisions about personnel who may be relatives or longtime employees is emotionally charged. Implementing a system like EOS can depersonalize these difficult conversations by focusing on objective metrics, core values, and the greater good of the organization, making the system, not the leader, the arbiter of performance. From Negative to Positive Engagement: Adam consciously decided to stop engaging with negativity on social media and instead began posting a daily pun or dad joke in 2015. This simple, creative act shifted his mindset, fostered a positive online community, and improved his overall well-being by replacing negative inputs with fun and creativity. Achieving Massive Business Growth Through EOS: After his first year as CEO saw the company barely break even and the second year resulted in a loss, Adam implemented EOS. Within two years, the company's revenues grew by 50%, transforming it into a nine-figure business with sustainable profitability and its best-ever financial standing. Quote of the Show: “A lot of times, we immerse ourselves in the negativity of the world. And one of the best ways that we can get out of that is to stop engaging with the negativity and just do something creative and fun every day. And that drives us to the change that we wanna make in the world.” Links: Facebook: https://www.facebook.com/adam.hill.39982/about/?_rdr LinkedIn: https://www.linkedin.com/in/adamchill/ Website: https://www.eosworldwide.com/adam-hill TED Talk: https://www.youtube.com/watch?v=jepx2fiMq9s Book: The Longest Pun War: https://www.dailypunwars.com/the-longest-pun-war/ Podcast: Fearless Family Business: https://www.youtube.com/playlist?list=PLoQNmXXem1pr_wUgdBLKTtYcriZz4_OYH YouTube: https://www.youtube.com/@adamchill Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/u2VwsHwQEHU…

Built to Finish

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The Rainmaker Trap: Why Promoting Your Top Salesperson Can Stall Growth | William Bell 39:33

9 weeks ago39:33

39:33

William Bell, Chief Sales Officer at Chief Outsiders and Founder and Chief Executive Officer of Accelerate Consulting, discusses the critical strategies for successfully selling a business. He shares his expert advice for founders, covering everything from maximizing valuation to navigating the intense due diligence process. Discover the common "tricks" sellers attempt, such as manipulating pipelines with non-binding letters of intent, and why honesty is always the best policy to avoid derailing a deal. William and Steven also share their personal experiences as members of the CEO Project, highlighting how an advisory board of peers can help leaders brainstorm solutions and accelerate success. Takeaways: Maximize Your Sale: Hiring a good investment banker is the most important first step a founder can take when looking to sell. To get the highest price, your best bet is to try and sell to a strategic acquirer, who will almost always pay more than a private equity firm. Due Diligence is Deep: Be honest and upfront during due diligence, as acquirers will dig deep and likely uncover any hidden information, such as undisclosed stock transfers or shell companies. Trying to "pull the wool over" a PE firm's eyes is very difficult. The "Second Bite" is Real: Founders have a great opportunity for a "second bite of the apple" by rolling equity forward into the new company. This second payout can realistically be three to four times the multiple on the reinvested money. Avoid the "Rainmaker" Trap: Promoting your top "rainmaker" salesperson to sales manager is a "very big mistake" that stalls growth in many companies. The skillset of a great salesperson is completely different from that of a sales manager, and you lose your best person in the field. The Post-Acquisition Myth: Bill completely disagrees with the idea that a private equity firm will automatically fire a founder CEO within a year. Good PE firms often want the founder to stay and will have honest conversations about their future role before the deal closes. Quote of the Show: “Being a rainmaker is a completely different skillset than being a sales manager.” Links: LinkedIn: https://www.linkedin.com/in/williambellsr/?trk=people-guest_people_search-card Chief Outsiders: https://www.chiefoutsiders.com/ Xcelerate Consulting: https://www.xcelerate-consulting.com/ The CEO Project: https://theceoproject.com/ Email: william.bell@xcelerate-consulting.com Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037…

Built to Finish

1
Beyond the Game: Joanna Lohman on Authenticity and Resilience 32:52

10 weeks ago32:52

32:52

Joanna Lohman is a globally recognized keynote speaker, sports diplomat, mental performance coach, and a former professional soccer player for the Washington Spirit. Joanna shares her powerful journey from the pitch to the podium, offering insights into her transition from elite athlete to transformational speaker and coach. Joanna dives deep into the pursuit of potential, the power of authenticity, and the dangers of early sports specialization for kids. She reflects on the mentors and meaningful moments that shaped her path, while challenging conventional definitions of success by championing process over outcome and values over validation. Drawing from her acclaimed book Raising Tomorrow’s Champions, Joanna shares inspiring stories from the world of women’s soccer, offering lessons for athletes, parents, and anyone striving to live with purpose. The episode wraps with heartfelt advice on how to find joy, stay grounded, and raise the next generation to be boldly and unapologetically themselves. Takeaways: Diversify Your Work and Play: Joanna highlights the importance of engaging in diverse activities. Her multifaceted career and early involvement in multiple sports underlined how a variety of experiences contributed to her success. Embracing a range of activities can help build a more robust skillset. Focus on Internal Drive, Not External Rewards: Joanna discusses the significance of focusing on internal satisfaction rather than chasing external achievements like medals or scholarships. This mindset fosters true passion and performance. Cultivate a love for the process and personal growth, rather than fixating on the end result. Value of Authenticity: Joanna's approach to life and career underscores the importance of authenticity. Being true to oneself led to her best performances on the field and formed deeper connections with fans. Make authenticity a core value. It builds genuine connections and leads to more fulfilling and impactful experiences. Resilience in Adversity: Joanna's journey through failed leagues and personal challenges illustrates the value of resilience. Struggles can lead to strength and clarity in one's purpose. Embrace challenges as opportunities to grow and build resilience. They often lead to significant breakthroughs. Reduce Sports Specialization: For young athletes, Joanna advises against early sports specialization and encourages a more diversified athletic background to prevent burnout and build overall athleticism. Encourage children to play multiple sports, as this builds comprehensive physical skills and reduces injury risk. Importance of Self-Reflection: Joanna emphasizes self-reflection and understanding personal values to live a fulfilling life. Take time for self-reflection and define your core values. Journal or meditate to understand who you want to be and how to align daily actions with your values. Limit Social Media: Joanna points out the negative impact of excessive social media on self-esteem and values. Limiting social media use can help maintain focus and mental well-being. Reduce time spent on social media to avoid negative influences and to stay focused on personal growth and real-life interactions. Quote of the Show: "When we live in our values and we speak our truth, we are happier people with deeper satisfaction and enjoyment and meaning, and those are the three key elements to happiness." Links: LinkedIn: https://www.linkedin.com/in/joannalohman/ Personal Website: https://joannalohman.com/ Book: https://rtcsoccer.com/…

Built to Finish

1
The Art of the Deal: Kelly Stratton's Insights on M&A 40:22

11 weeks ago40:22

40:22

What does it take, not just financially, but emotionally and strategically, to sell the company you built from the ground up? Kelly Stratton, President and Founder of Quire, a cloud-based platform transforming technical report writing. As a seasoned environmental engineer and advocate for Agile development, Kelly shares her journey through the successful sale of her company and the lessons learned along the way. She emphasizes the value of assembling a specialized M&A team—accountants, legal advisors, and investment bankers—who can guide founders through complex decisions. Initially skeptical of private equity, Kelly explains how the experience ultimately shifted her perspective and resulted in a better outcome for her business. From the importance of clean financial records to navigating equity issues and planning for wealth management, Kelly offers actionable insights for any entrepreneur considering a sale. She also explores how to maintain company culture post-acquisition and how her role evolved under new ownership. With candid reflections on valuation, financial metrics like the Rule of 40, and the indispensable role of a good investment banker, this conversation shines a light on the strategic and emotional realities of exiting a company—and what it means to finish well. Takeaways: Build a Great Team: Carefully select a team of professionals experienced in M&A processes, such as specialized accountants, business attorneys, financial advisors, and even a fractional CFO, if necessary. Their expertise can significantly impact the efficiency and success of the transaction. Engage a Skilled Investment Banker: Find an investment banker well-versed in your industry who can accurately value your business and market it effectively. They should be able to guide you through the entire M&A process and help you understand the true worth of your company. Have Open Conversations with Potential Buyers: Engage in discussions with both strategic buyers and private equity firms. Understanding their perspectives and what they bring to the table will help you make an informed decision about the future owners of your business. Engage with a Wealth Manager Early: Start working with a wealth manager well in advance of the transaction. They can help you understand your financial needs post-transaction, set up donor-advised funds, and implement other strategies to optimize your financial outcomes. Clean Up Your Books: Ensure your financial records are clear, accurate, and follow best practices. Small discrepancies can hold up deals, and having transparent and well-maintained financial records can expedite the process and ensure you get a fair valuation. Prepare for Emotional Challenges: Selling a business you founded can be highly emotional. Preparing mentally for this transition and understanding how to balance the emotional aspects with business decisions is crucial for a smooth process. Adapt and Upgrade Your Team as Needed: Recognize when it’s essential to bring in more specialized team members, particularly those with exit experience. Although it might be tough due to loyalty to your initial team, having the right people in place is key for scaling and facilitating a successful exit. Quote of the Show: "Don't trust your story with just anyone. They need to know you. They need to have deep expertise and knowledge about the space that you work in." Links: LinkedIn: https://www.linkedin.com/in/kelly-l-stratton-5a64485/ Website: https://openquire.com/ Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/1t4cPFqZV8w…

Built to Finish

1
Know Your Number: A Masterclass in Exit Strategy - James Hall 40:30

12 weeks ago40:30

40:30

In this episode of Built To Finish, host Steven sits down with James Hall, CEO of Enate, to explore his impressive track record in the advanced technology sector and his strategic approach to successful business exits. James takes us through his entrepreneurial journey—starting with the founding of Gen Four in 2012, its acquisition by Accenture in 2017, and his current leadership role at Innate. He dives into the critical components of building a business with a clear exit in mind, including the importance of knowing your business model, identifying your target buyers, and setting a defined exit number. James also offers expert insights into automation and orchestration technology, navigating due diligence, structuring earnouts, and the key distinctions between founding a startup and running a mature company. Throughout the conversation, he shares the personal motivations that drive him—and the satisfaction that comes from guiding a company to a meaningful and rewarding conclusion. Takeaways: Maximizing Stakeholder Value: Always strategize to ensure that all stakeholders benefit at the exit. This involves knowing your company's strengths, aligning them with market needs, and effectively communicating this value during negotiations. Define Your Target Market Early: Identify and understand your target market and potential buyers early in your company’s lifecycle. This strategic foresight allows you to build a product or service that meets specific market needs and increases attractiveness to potential acquirers. Prioritize Recurring Revenue: While project-based revenue can be significant, recurring revenue models often yield higher valuations. Transitioning from a pure services model to technology-enabled services can provide a steady and predictable revenue stream, making your business more attractive to buyers. Build Proprietary Technology: Develop proprietary technology that underpins your service delivery. This can create significant value and act as a multiplier during valuation. Intellectual property that can be leveraged across multiple use cases is especially valuable. Structuring Earn-Outs Wisely: When structuring an earn-out with an acquiring company, ensure that it’s achievable and not overly dependent on factors outside your control. Strike a balance between what’s taken upfront and what’s contingent to avoid future conflicts. Confidentiality During the Exit Process: It's crucial to manage how and when the information about the exit process is shared within your organization. Maintain a balance between keeping key personnel informed and avoiding unnecessary distractions. Prepare Thoroughly for Due Diligence: Before entering a due diligence phase, rehearse the process and ensure all your financials, contracts, and operational details are in order. Being prepared can streamline the process and reduce the risk of complications. Quote of the Show: "The real multiplier on the value of the business comes from underpinning services with proprietary technology that enhances the delivery mechanism." Links: LinkedIn: https://www.linkedin.com/in/james-hall-enate/ Website: https://www.enate.io/ Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/ryC9sDulPOE…

Built to Finish

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The Learn-It-All Leader: How Good Decisions Equal Success | Damon Lembi 36:42

13 weeks ago36:42

36:42

Damon Lembi, a two-time bestselling author, podcast host, and the founder and CEO of Learnit, shares his perspective on leadership and decision-making. He discusses the central concept from his book, "The Learn It All Leader," which contrasts "learn-it-alls" who are humble and open to new ideas, with "know-it-alls" who are stuck in their ways. A key decision highlighted in his career was the acquisition of a local competitor right before COVID, a move that proved to be highly successful. The conversation also explores common decision-making pitfalls for leaders, such as making rash, emotional choices, not involving the right stakeholders, and waiting too long for complete information. Lembi emphasizes that creating a culture of learning starts with leadership and involves giving and receiving feedback effectively to foster psychological safety. He shares personal anecdotes about mistakes made in his entrepreneurial journey, including over-expanding the business and making a poor hiring choice for a COO. The discussion also touches on the impact of AI on business and the motivations behind both Lembi and Pivnik writing their respective books. Takeaways: Key Decisions for Success: Identify and take advantage of strategic opportunities, such as acquiring competitors. For example, Damon mentioned acquiring a local competitor before COVID for a fair price, which significantly benefited their growth. Avoiding Decision-Making Pitfalls: Leaders should avoid making rash or purely emotional decisions, involve the right stakeholders, and consider multiple options rather than viewing decisions as binary choices. Continuous Learning Culture: Promote a culture of continuous learning within your organization, starting from the top. Leadership should model learning behavior, encourage feedback, and create an environment where people feel safe to innovate and make mistakes. Effective Utilization of AI: Leverage AI to optimize tasks and challenge assumptions. Use AI as a sounding board to review plans and gain new perspectives, thus enhancing decision-making processes. Rereading and Implementing Book Strategies: Instead of reading multiple new books annually, focus on deeply understanding and applying the lessons from a few key books that resonate with your goals. Implement these strategies thoroughly for better results. Smart Promotions: Carefully assess why an individual wants a leadership role before promoting them. Ensure they have the necessary skills and desire for leadership to avoid disrupting their performance and team dynamics. Learning from Mistakes: Reflect on past mistakes (dummy tax) to avoid repeating them. Damon shared his experience of overexpansion and making hasty executive hiring decisions without proper due diligence, emphasizing the importance of careful planning and patience. Quote of the Show: “As an entrepreneur, as a leader, you gotta get comfortable with getting outta your comfort zone and putting your story out on paper and sharing it with the world" Links: LinkedIn: https://www.linkedin.com/in/damonlembi/ Personal Website: https://www.thelearnitallleader.com/ Company Website: https://www.learnit.com/ “The Learn It All Leader”: https://a.co/d/h5nTxco “Good Decisions Equal Success”: https://a.co/d/4IO3RU3 Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/n1Sgp1-DCHQ…

Built to Finish

1
Overcoming the Impossible: Cystic Fibrosis, Pro Football, and Beyond with NFL Vet Mike Pawlawski 51:39

14 weeks ago51:39

51:39

Former professional football player and inspirational figure Mike Pawlawski shares his journey from overcoming cystic fibrosis to becoming a world champion quarterback. Mike discusses his success in building companies, his work as a TV producer and broadcaster, and his role as a keynote speaker and high-performance coach. He emphasizes the importance of persistence, adaptation, and the interplay between psychology and physiology in achieving greatness. Mike also recounts a harrowing encounter with a grizzly bear during the filming of an outdoor documentary. He concludes by offering actionable advice for setting and achieving audacious goals and describes how anyone can train themselves to reach their full potential. Takeaways: Overcoming Hurdles: To overcome incredible hurdles like a serious disease, it’s essential to have an unwavering mindset and the support of those around you. Mike’s story of overcoming cystic fibrosis showcases the power of persistence and a supportive environment. Your Body Adapts: Your body is designed to adapt to the stresses you put it through. By persistently challenging it—whether through physical activities or mental tasks—you can enhance your capabilities. Mike’s journey from a sickly kid to a world champion is a prime example of this adaptive ability. Developing Discipline: To develop discipline, start by breaking down large tasks into smaller, manageable pieces. Focus on doing one small piece consistently until it becomes a habit, and then add the next piece. Over time, these small habits will compound to form a disciplined lifestyle. Perform at Your Peak: Achieving peak performance involves a combination of physiological and psychological preparedness. Understanding and harnessing your body's acute stress response can turn anxiety into a performance enhancer. Make a Deal with Yourself: When facing a tough situation, make a deal with yourself to take just one more step. This method helps to break down overwhelming tasks and ensures continuous progress, much like how Mike pushed through his early running struggles. Focused Effort: Focused effort yields focused results. It’s essential to have intentional, planned actions toward your goals. This structured approach helps ensure that you’re making the most efficient progress possible. Set Your Identity: Establish a clear identity for who you want to be. This identity will guide your habits and help align your actions with your goals. Mike’s experience in setting his identity as a world-class quarterback, despite initial inadequacies, demonstrates the power of a strong self-concept. Quote of the Show: "Greatness comes from maximizing your talent, optimizing your nervous system. Accomplishment takes audacity." Links: LinkedIn: https://www.linkedin.com/in/mikepawlawski/ Website: https://mikepawlawski.com/ Book Link: https://a.co/d/9pkTkPL Text “GREAT” to 55444 to receive a free worksheet on how to develop your identity Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/e4TReM3bu6Q…

Built to Finish

1
The Human-AI Workforce: Armando Viteri on the Future of Productivity 48:23

15 weeks ago48:23

48:23

Is your business truly ready for the AI revolution, or will it be left behind? In this episode of Built To Finish, we sit down with Armando Viteri, a seasoned executive with over 25 years in enterprise computing and a co-founder of multiple successful companies. Join us as Armando unpacks the profound ways Artificial Intelligence is reshaping the landscape for software companies and businesses at large. Discover how AI is revolutionizing internal processes, supercharging productivity, and catalyzing a fundamental cultural shift within organizations. Armando shares his compelling prediction about the decline of traditional enterprise SaaS as AI-driven solutions take center stage, and he highlights the critical role AI plays in slashing operational costs and boosting efficiencies. Learn about New Block, Armando's company, and their innovative, technology-agnostic approach to implementing AI in both agile startups and established large enterprises. We also delve into the potential regulatory hurdles on the horizon and explore the indispensable need for human oversight in the deployment of AI. Finally, Armando underscores why having AI experts in the boardroom is no longer a luxury, but a necessity for navigating this monumental technological transformation. Tune in for invaluable insights that could define the future of your business! Takeaways: Integrate AI into Your Company's Technology Stack and Operations: Companies should incorporate AI not only in their customer-facing products to remain competitive but also in their internal operations (like software development, marketing, and customer support) to boost productivity and reduce costs. For Startups, Focus on AI Solutions for the SMB Market: The enterprise space is moving towards bespoke, in-house AI solutions. Startups have a significant opportunity in developing AI-powered products for Small and Medium-sized Businesses (SMBs) that lack the resources to build their own. This often involves pairing a domain expert with an AI technology partner. Re-skill Your Workforce with a Focus on Soft Skills: As AI handles more hard skills (like coding), the value of soft skills—such as critical thinking, communication, and emotional intelligence—will increase disproportionately. Companies should consider reskilling their workforce to adapt to this shift rather than just focusing on headcount reduction. Ensure Your Board Includes AI Expertise: Given the fundamental shift AI represents, companies of all sizes, especially public ones, make a strategic mistake if they don't have a genuine AI expert on their board to guide strategy and implementation, not just a management consultant. Prepare for the Decline of Enterprise SaaS: Businesses, particularly large enterprises, should anticipate a shift away from traditional enterprise SaaS solutions. As AI capabilities grow, companies may find it more cost-effective and efficient to develop bespoke AI agents and solutions in-house, as exemplified by Klarna replacing Salesforce and Workday with its own AI. Adopt a Technology-Agnostic Approach to AI Implementation: When implementing AI, avoid being locked into a single vendor's technology stack. Instead, choose solutions and partners that are technology-agnostic to ensure the best fit for specific problems, potentially combining generative AI, narrow AI, and traditional algorithms. Recognize AI as a Cultural Shift, Not Just a Technological One: Implementing AI effectively is more than a technology upgrade; it requires a cultural transformation within the organization. Businesses need to prepare for changes in how work is done, how decisions are made, and what roles humans play alongside AI. Quote of the Show: "AI is never gonna take away your job, but somebody who knows how to use AI will be the one that takes away your job." Links: LinkedIn: https://www.linkedin.com/in/armandoviteri/ Website: https://neubloc.ai/ Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/SzSoEzUqYZc…

Built to Finish

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With Intention: Jon Giganti on Aligning Purpose and Performance 40:36

16 weeks ago40:36

40:36

Jon Giganti, a seasoned sales professional, former division one collegiate athlete, and author of the USA Today bestseller 'With Intention.' John shares his journey of writing the book, rooted in his early experiences with motivational literature and his struggles with performance in sports and sales. He discusses the concept of living with intentionality, overcoming obstacles, and managing 'intention deficit disorder,' a term introduced by Dr. Russell Barkley. The conversation also covers productivity strategies, the importance of building trust within teams, and John's recent leap from corporate America to entrepreneurship. John now focuses on coaching, speaking, and developing tools to help others reach their potential by reducing internal interference. Takeaways: Put Yourself in Position to Serve Others: Focus on building yourself so you can effectively serve others. Shifting from self-centered goals to service-oriented ones not only enriches others but also creates sustainable success for you. Gamify Your Habits: Use habit-tracking apps to make personal growth fun and measurable. Turning habits into a game can boost consistency and motivation. Lean Into the Storm: Don’t avoid challenges—face them head-on, like a bison running into a storm. This approach builds resilience and helps you overcome difficulties more effectively. Performance = Potential – Interference: Identify and minimize the "interference" in your life, such as self-doubt or external distractions, to unlock your full potential and improve performance. Embrace the 'Next Play' Mindset: Like in sports, quickly move past mistakes by learning from them and focusing on the next opportunity. This reduces emotional baggage and keeps you progressing. Practice Envisioning Exercises: Regularly engage in visualization practices, like creating vision boards, to align your subconscious with your goals and support better decision-making. Invest in Coaching and Mentorship: Seek guidance from coaches and mentors who can provide feedback, insights, and accountability to accelerate your personal and professional growth. Quote of the Show: “Once you realize that life's a journey and they're all lessons, you never really fail.” Links: LinkedIn: https://www.linkedin.com/in/jon-giganti-3173172/ Website: https://www.jongiganti.com/ Book Link: https://a.co/d/6gF8Fig Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/X452I7QoTAY…

Built to Finish

1
Code Blue to Bottom Line: Balancing the ER and Entrepreneurship | Mike Cetta 34:29

17 weeks ago34:29

34:29

Ready to scale your business and make a real impact? Discover how a healthcare leader built a massive company and is now disrupting medical technology! Michael Cetta, a physician and entrepreneur with over 25 years of experience in emergency medicine, shares his journey from leading MEP, an emergency medicine group that grew to 10 locations and 300 clinicians, to merging with US Acute Care Solutions. He discusses the strategies used during the exit process, the importance of partner alignment, and the balance between clinical practice and business leadership. Michael also reveals creative, albeit unconventional, business development tactics for getting in front of hospital CEOs. He emphasizes the power of building relationships and word-of-mouth referrals, particularly in the healthcare industry. The conversation shifts to Michael's latest venture, Crimson Scientific, a company aiming to revolutionize EKG technology, which he was inspired to start after a personal tragedy. Michael also touches upon the lessons learned from his previous entrepreneurial experiences and the surprising similarities between being an ER doctor and an entrepreneur. Takeaways: Prioritize Partner Alignment and Character: When building a partnership or team, focus on bringing in individuals who share the same vision, priorities, and character. Strong relationships and alignment among partners can lay an excellent foundation for success and smoother transactions. Explore All Strategic Alternatives: Before making a major decision like a merger or acquisition, thoroughly research and consider all possible alternatives, such as being an M&A leader, merging with other local groups, or remaining independent. Evaluate the pros and cons of each option. Balance Economic Goals with Principle: When considering lucrative opportunities like acquisitions, weigh the purely economic benefits against your principles and long-term vision for the company and its ownership structure. Maintaining some equity in a new entity can be more valuable than a full cash exit if continued ownership and growth are priorities. Build Relationships Through a "Ground Game": For business development, especially in industries like healthcare, prioritize building genuine relationships through personal interactions and networking at conferences. This "good old fashioned ground game" and earning word-of-mouth referrals from satisfied clients is often more effective than expensive marketing gimmicks. Leverage Outsourced Expertise Strategically: Recognize when your internal team, even if highly skilled in the core business, needs support in specialized areas like finance, HR, and contracting. Partnering with an external company that feels like an integrated part of your organization can provide essential foundational support for growth. Embrace Calculated Risk-Taking: While medicine discourages risk for obvious reasons, in business, the ability to trust your instinct, take calculated risks, and pursue opportunities with confidence is crucial for growth. Be willing to commit to a path but also be prepared to pivot if necessary. Apply Problem-Solving Skills Across Domains: The skills developed in one demanding field, like emergency medicine with its need for quick, definitive action under constraints with a team, can be highly transferable to entrepreneurship. The ability to work towards a goal with limited resources and a team is valuable in both scenarios. Quote of the Show: "As an ER doc, you're presented with a problem in front of you. There's a finite number of resources you have to tap into and a timeline that you have to accomplish, either stabilize the patient or send them to the next level of care. So you have to work with a team, quickly, definitively, within certain guidelines, and get to a goal. And that's very much how entrepreneurship works. You have constraints, you have a goal, you need to get everyone aligned and pointed in the same direction." Links: LinkedIn: https://www.linkedin.com/in/michaelcetta/ Website: https://www.crimsonscientific.com/ Email Address: michael@crimsonscientific.com Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/Wslt5akqGpI…

Built to Finish

1
From Base Camp to Summit: Everest Adventure Q&A with Steven Pivnik 23:56

18 weeks ago23:56

23:56

What’s it really like to record a podcast from Mount Everest Base Camp in Tibet, China? 🏔️ Join Steven Pivnik, host of the Built to Finish Podcast, as he takes you behind the scenes of his mountaineering journey—answering YOUR questions from 17,000 feet up! In this high-altitude episode, Steven reveals: ✔️ His future adventure goals and climbing bucket list ✔️ The latest gear upgrades and how he packs for Everest ✔️ Acclimatization strategies that actually work ✔️ What it’s like working with guiding companies ✔️ The physical + mental training needed to take on big mountains ✔️ Hygiene, logistics, cost breakdowns, and personal stories from the climb ✔️ Real talk about fear, motivation, and what drives him to keep going Whether you're planning your own expedition, love extreme adventures, or just want an inside look at the Everest experience—you don’t want to miss this! Quote of the Show: "If you envision something clearly and consistently, you actually subconsciously program yourself to take all the necessary actions and make the right decisions to move toward that goal. In my mind, I've been at the top of Everest thousands of times." Links: LinkedIn: https://www.linkedin.com/in/stevenpivnik/ Website: https://www.acresis.com/ Instagram: @stevenpivnik Shoutouts: Alpenglow Expeditions: https://alpenglowexpeditions.com/ Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/_WRUhJSpmFY…

Built to Finish

1
The Climb and the Challenge: Louise McEvoy's Adventure on Everest and Beyond 41:00

19 weeks ago41:00

41:00

Louise McEvoy, a motivational speaker, Everest Summitter, and the Vice President of US Channel Sales at Trend Micro, shares her inspiring 20-year journey to summiting Mount Everest, detailing the challenges, rigorous training, and mountaineering experiences that shaped her path. She also discusses the importance of preparedness and the risks associated with high-altitude climbing, including close encounters with avalanches and witnessing fatalities. Shifting to her professional role, Louise explains the critical landscape of cybersecurity, advising on how organizations and individuals can protect themselves from increasing threats. She touches upon the relevance of the 'Blue Ocean Strategy' book in helping businesses differentiate themselves in competitive markets. Louise concludes with career advice and reflections on managing extreme challenges alongside a demanding career. She invites listeners to follow her journey on LinkedIn and Instagram. Takeaways: Build Gradually Towards Your Goals: Louise highlights that achieving big goals like summiting Everest doesn't happen overnight; it requires years of preparation, building muscle memory, and overcoming various challenges. This approach can be applied to business and personal goals. Prepare for Adversity: Louise's experiences emphasize the importance of being prepared for unexpected challenges, be it on mountains or in business. Always have a contingency plan and be ready to adapt. Stay Fit and Healthy: One controllable aspect of preparation is physical fitness. Always strive to be in the best shape possible to handle both predictable and unpredictable stress. Embrace Teamwork and Support: The importance of a supportive team is a recurring theme. Build relationships and support networks that can help you achieve your goals. Be Vigilant Against Scams: In cybersecurity, taking measures such as pausing to verify communications before taking action and setting up family passwords can protect against scams and fraud. Think Differently: The 'Blue Ocean Strategy' encourages thinking differently to stand out in a crowded market. Explore unique angles or approaches to solve problems or serve customers better. Cherish Milestone Moments: Louise regretted not fully appreciating her time at the summit of Everest. In any pursuit, especially after significant effort, take a moment to acknowledge and appreciate your achievements. Quote of the Show: "Don’t project into the future thinking about your next climb. Enjoy this climb. Absorb every single moment. Even though you’ll be there for seven weeks, which sounds like a long time, it goes by so quickly." Links: LinkedIn: https://www.linkedin.com/in/llmcevoy/ Instagram: https://www.instagram.com/theclimbingexecutive/ Website: https://www.trendmicro.com/en_us/business.html Book Link: “Blue Ocean Strategy” - https://a.co/d/8hYBbY4 Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/LRAK2hxUD6U…

Built to Finish

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First Woman to Climb the World’s Second-Highest Summits | Jenn Drummond 36:41

20 weeks ago36:41

36:41

Jenn Drummond, a world record holder for being the first female to climb the second-highest summits on each of the seven continents, including K2. Jenn is also an international speaker, author of 'Break Proof,' host of the 'Seek Your Summit' podcast, and the founder of Clearwater Wealth Management. She shares her experiences of surviving a near-fatal car accident, which reshaped her perspective on fear and personal limitations, prompting her pursuit of monumental goals. Jenn discusses key moments like dealing with illness during her K2 ascent, the challenges and triumphs of her four-year journey to climb the second seven summits, and her entrepreneurial journey. Additionally, she offers advice on resilience, both in mountaineering and business, emphasizes the importance of prioritizing people over peaks, and talks about blending family life with her ambitious goals. Takeaways: Resilience is Key: Resilience is essential for achieving goals and overcoming obstacles in both life and business. Building and practicing resilience helps navigate challenges and reach desired outcomes. Break Down Large Goals: Breaking down big goals into smaller, manageable parts creates a sense of accomplishment and helps maintain motivation throughout the journey. People Over Peaks: Prioritizing people and relationships over personal achievements leads to deeper connections and more sustainable success, especially in business and leadership. Embrace Mistakes: Mistakes are inevitable and can be costly, but how you respond makes all the difference. Offering grace and support builds trust and strengthens team resilience. Continuous Preparation: Thorough preparation can ease anxiety and boost confidence. Whether in personal endeavors or professional tasks, careful planning leads to better performance. Set Audacious Goals: Setting bold, ambitious goals can inspire commitment and drive. Aiming high opens the door to extraordinary accomplishments. Find Your 'Why': Having a clear and powerful personal motivator provides the energy and purpose needed to pursue and overcome significant challenges. Quote of the Show: “People over peaks. Make you you’re taking care of your people and not putting the summit ahead of them.” Links: LinkedIn: https://www.linkedin.com/in/jenn-drummond/ Personal Website: https://www.jenndrummond.com/ Company Website: https://clearwaterwealthmgt.com/ Book Link: https://a.co/d/bHsUw51 Podcast: https://www.jenndrummond.com/podcast-page Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/TQ0dCqsQZF0…

Built to Finish

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AI Readiness and Global Business Transformation - Lee Coulter - Built to Finish - Episode # 022 49:59

21 weeks ago49:59

49:59

Lee Coulter, the Global Head of Transformation at Chazey Partners, shares his extensive experience in leading enterprise transformations and exiting startups. Lee's discussion provides a deep dive into strategies for company exits, focusing on cap table cleanup, maintaining detailed documentation, and the significance of having a coach during the process. He also addresses the challenges posed by poorly documented equity agreements, emphasizing the necessity of transparency and regular 'closing book' practices for potential successful exits. Lee highlights the importance of restructuring management teams to align with company growth phases and why founders should often transition from their CEO roles. He further discusses challenges during earnouts and the need for precise, time-bound agreements. In his current role, Lee focuses on AI readiness for enterprises and executive coaching, offering his wealth of knowledge to help other entrepreneurs succeed. Takeaways: Start Early: Begin cap table cleanup and prepare for an exit at least two to three years in advance. Maximize all indicators for your final valuation and get to know folks active in recent transactions. Have a coach to provide objective advice and support throughout the process. Document Everything: Keep a solid data room and always be ready to close your books. Maintain a documented history of goals, achievements, and financials to build trust with potential buyers. Ensure every share and unit on the cap table has proper documentation and recreate or create missing documents. Integration Planning: Have a clear integration plan that takes into account the culture and workflows of the buying organization. Plan for 12 months to truly integrate into a new organization. Be prepared for contingencies and adjustments, as initial plans may change. Exit with Earnouts: Earnouts should be clear, concise, and time-bound to no more than 12 months. Avoid long-term earnouts as they are prone to legal disputes. Ensure the management team can exit gracefully within a year to allow new ownership to take full control and implement their strategies. Honest Management Reviews: Conduct regular reviews of your management team and be honest about their strengths and the phase of growth the company is in. Do not hesitate to rebuild or replace management every 18 to 21 months to align with the business’s needs. Founder’s Role: Founders must recognize when it’s time to step aside and possibly take on roles like Chief Product Officer or Chief Customer Officer. It is rare for founders to be effective CEOs during all growth phases, so bringing in professional CEOs at the right time can be beneficial. Maintain Trust: Trust is crucial during exits and integrations. Respond promptly to data requests, maintain good document hygiene, and be transparent about any potential issues. This will positively impact the buyer’s confidence and the valuation of the deal. Quote of the Show: ”When I say typically, it's extremely rare when a founder is a good CEO. So, recognizing that you need to step aside and bring in a professional manager who's actually familiar with the things that need to happen during your growth phase.” Links: LinkedIn: https://www.linkedin.com/in/rleecoulter/ Website: https://chazeypartners.com/ Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/MZ2WSH72Qok…

Built to Finish

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The Final Lap: Turning Your Life’s Work Into a Legacy | Marcus Wagner 40:57

22 weeks ago40:57

40:57

What are the key ingredients of a successful business exit? Marcus Wagner, financial expert and advisor, shares invaluable insights on positioning a business for long-term growth, making it attractive for acquisition, and executing a seamless exit strategy. He breaks down the importance of building sustainable revenue streams, hiring top-tier leadership ahead of time, and staying ahead with proactive due diligence. He also provides expert guidance for entrepreneurs looking to maximize their company’s value while avoiding common pitfalls in acquisitions. Additionally, the discussion dives into the crucial role of cultural alignment in post-sale integration and how it impacts employee retention and overall business continuity. Takeaways: Start with the end in mind: Define your exit goals early and build your business with long-term value creation in mind. Invest in the right talent: A strong team ensures your business remains stable and attractive during the sale process. Maintain sell-ready financials: Act as if your company is always for sale by keeping well-organized financial records, conducting internal audits, and preparing comprehensive due diligence documentation. Choose strategic partners wisely: Work with an investment banker who has broad industry connections and experience navigating both domestic and international markets for maximum exposure. Plan for a smooth transition: Prepare for post-sale integration by considering company culture and employee retention strategies. Understand your business value: Focus on sustainable revenue streams and strong customer relationships that enhance your company's valuation and attractiveness to buyers. Quote of the Show: “If you do it right as a founder, the process doesn't have to be scary—it can actually feel like the culmination of your life's work. After all, we pour everything into our businesses—our cash, our time, our stress—and if it's done right, that final lap toward the finish line can be a truly enjoyable part of the journey.” Links: LinkedIn: https://www.linkedin.com/in/marcushwagner/ Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/qap6ZB9dAks…

Built to Finish

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The Art of Branding: Elevate Your Business - Sienna Roman - Built to Finish - Episode # 020 36:44

23 weeks ago36:44

36:44

What truly makes a brand unforgettable—its visuals, its message, or the emotions it evokes? Sienna Roman is an award-winning business owner and designer and co-host of the podcast Process Makes Purpose. She discusses what makes a strong brand, the importance of consistency, and the elements that contribute to a compelling brand. Sienna shares her views on the strategic nature of branding and the impact of visual representation. She provides examples of successful and unsuccessful rebrands by major companies like Walmart and Jaguar. She also offers advice for startups on building authentic brands and handling rebranding efforts. Additionally, Sienna shares insights on common branding mistakes and the significance of metrics in measuring branding success. The episode includes a visual presentation on the influence of colors and fonts on brand perception. Takeaways: Maintain Brand Consistency – Ensure your brand is represented uniformly across all touchpoints, from social media to physical products. Communicate Genuinely – Build trust by staying true to your core values and mission, which fosters stronger connections with customers. Highlight Your Unique Value Proposition – Clearly communicate what sets your brand apart to develop a strong and recognizable identity. Invest in Professional Branding – Seek expert guidance to choose colors and fonts that effectively convey your brand’s values and message. Measure Branding Effectiveness – Use customer referrals and satisfaction metrics to assess whether your brand resonates with your audience. Be Human and Relatable – Focus on authentic interactions to enhance customer retention and foster long-term brand loyalty. Quote of the Show: ”As humans, we love authenticity. It's part of the reason I think social media is so huge. because people love seeing vulnerable people and their everyday lives behind the curtain. And so branding in one way is supposed to kind of keep that continuity going of the vulnerability and the authenticity.” Links: LinkedIn: https://www.linkedin.com/in/sienna-roman-fusco/ Website: mozaic-collective.com Podcast: https://www.youtube.com/watch?v=GsWc_nOD1iU Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/M60msmUI49o…

Built to Finish

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From the Skies to SpaceX and Ironman Success - Scott Poteet - Built to Finish - Episode # 019 51:55

24 weeks ago51:55

51:55

Scott 'Kid' Poteet, a former combat fighter pilot turned astronaut shares his inspiring journey from struggling with motion sickness and fear of heights as a child to becoming a fighter pilot and eventually fulfilling his dream of flying on SpaceX's Falcon 9 rocket. He also discusses his passion for endurance sports, having completed 16 Ironman triathlons, including the Ironman World Championship in Kona, Hawaii. Scott details his unique educational path through an outdoor education program, the intense training required for space missions, and the pioneering work he is involved in with SpaceX's Polaris missions. He emphasizes the importance of leveraging one's natural gifts and forging a personal path to success. Takeaways: Embrace Your Unique Strengths: Recognize and leverage your natural talents and passions to create a personalized path to success. Prepare and Adapt: Thoroughly prepare for challenges and stay flexible in the face of unexpected changes. Effective planning and adaptability are key to success in dynamic environments. Overcome Personal Obstacles: Confront your fears and limitations, like overcoming motion sickness or fear of heights. Persistence in overcoming obstacles unlocks new achievements. Join Supportive Communities: Engage in structured programs or supportive communities, such as ROTC or endurance sports, to stay motivated and connected with like-minded individuals. Set Clear Goals: Establish specific, attainable goals—like qualifying for events such as the Ironman World Championship—to stay focused and driven. Build Meaningful Connections: Nurture relationships and networks, as demonstrated by collaborations with organizations like SpaceX. Networking opens doors to unique opportunities. Quote of the Show: “ We are all born with gifts, talents, passions, and perspectives. It’s just figuring out what truly motivates and inspires you.” Links: LinkedIn: https://www.linkedin.com/in/scott-kidd-poteet-5a548610a/ Website: https://www.kiddpoteet.com/ Email: kidd@kiddpoteet.com Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/Lvgy-aXv49U…

Built to Finish

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Open Banking and Beyond: Kieron James on Innovation and Leadership - Built to Finish - Episode # 018 31:58

25 weeks ago31:58

31:58

Curious about scaling a tech startup, planning an exit strategy, managing remote teams, and growing a business? Kieron James is a seasoned entrepreneur with over 30 years of experience in launching and scaling successful tech startups. Kieron shares valuable insights on exit strategies, emphasizing the importance of planning for an exit from day one and keeping organized records for a smooth due diligence process. The conversation also covers the challenges of evolving leadership teams as companies grow, as well as the differences between remote work and traditional office environments. Kieron also talks about his current company, Wonderful — a platform that utilizes open banking to make charity donations and small business payments more affordable and accessible. Whether you’re an entrepreneur or interested in the tech startup world, Kieron's experiences and advice will inspire you. Plus, get a sneak peek into his future plans, including participating in the New York Marathon! Takeaways: Maximize Exit Strategies: Plan your exit from the beginning by maintaining a database with all necessary documents for due diligence. This proactive approach saves time and reduces stress when selling the business. Always Be Organized: Keep your corporate governance, contracts, and other essential documents well-organized and easily accessible. Being prepared helps you handle unexpected opportunities or challenges smoothly. Utilize Technology: Streamline business processes with technology, from digital document storage to advanced payment systems. This increases efficiency and reduces manual work. Be Transparent: Foster trust and alignment by maintaining clear communication with your team, especially during critical phases like due diligence or company restructuring. Clear Career Trajectories: Ensure your team has clear career growth paths. Regularly communicate opportunities for advancement to keep them motivated and aligned with company goals. Leverage Open Banking: Adopt open banking solutions in the payment sector to reduce transaction costs and improve payment process efficiency, benefiting both your business and stakeholders. Adapt to Remote Work Benefits: Embrace remote work's benefits, such as increased productivity and access to a global talent pool. Consider hybrid models or occasional in-person meetings for effective collaboration and team bonding. Quote of the Show: “ One of the bits of advice that I give people is even before you start thinking about setting up a business, if your plan is long term to exit, be thinking about that on day one.” Links: LinkedIn: https://www.linkedin.com/in/kieronjames/ Company Website: https://wonderful.co.uk/ Personal Website: https://kieron.net/ Podcast: https://kieron.net/tag/podcasts/ Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/6LOrT_UQIrI…

Built to Finish

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The Strategic Advantage of Knowing Your Business - Frank Gazzillo - Built to Finish - Episode # 017 36:27

26 weeks ago36:27

36:27

As a CEO, how important is it to have a deep, comprehensive understanding of every aspect of your business, and how does that impact decision-making? Frank Gazzillo, a serial entrepreneur and CEO of Accurate Neuromonitoring, discusses his journey from chiropractor to successful business owner, having built and scaled multiple companies. Frank shares his experience selling his business to a private equity firm, emphasizing the importance of transparency, preparation, and a deep understanding of your business. He also highlights the value of working with investment bankers during the sales process, as well as the complexities of acquisitions, including challenges in due diligence and post-acquisition integration. Throughout the interview, Frank underscores the importance of recognizing personal strengths and weaknesses, implementing effective management practices, and maintaining clear financial records. Takeaways: Understand and Know Your Business Inside and Out: As Frank emphasizes, it's crucial to understand every aspect of your business, including your weaknesses. Spend time in areas where you’re not naturally strong to ensure a comprehensive understanding of operations. Maintain Strong Financial Organization: Frank and Steven discuss the importance of clean, detailed, and understandable financial records. This ensures transparency and helps potential investors or buyers assess your company’s financial health. Employ Professional Support: Engaging an investment banker is invaluable. They help present your business in the best light, increase its valuation, and handle the complexities of the sales process, saving time and avoiding pitfalls. Be Transparent and Honest in Transactions: Be upfront about your business’s strengths, weaknesses, and intentions for selling. Transparency builds trust and facilitates smoother negotiations and due diligence. Prepare Thoroughly Before Selling: Ensure all necessary documentation and processes are in place before going to market. Well-documented processes and comprehensive financial records make your business more attractive to buyers. Stay True to Your Core Competencies: Frank notes that some founders may be better suited to roles other than CEO after an acquisition. Assess your strengths and align your role with what you do best to continue adding value. Clarify Your Reasons for Selling: Have a clear, rational reason for selling your business. This clarity guides decision-making and provides a solid foundation for negotiation, ensuring deals are meaningful and efficient. Quote of the Show: “You really have to know your business inside and out.” Links: LinkedIn: https://www.linkedin.com/in/frank-gazzillo-818a1939/ Website: https://www.accurateneuromonitoring.com/ Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/c9VX7ZynwI0…

Built to Finish

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Charting a Course from Boardroom to Big Screen - Nick Wilkinson - Built to Finish - Episode # 016 51:30

27 weeks ago51:30

51:30

How can leadership, strategy, and adaptability shape both business transformations and film production? Nick Wilkinson, President of SNL Film and expert CEO discusses his career, transitioning from leading IT and private equity firms to a CEO role in a private company. Nick shares valuable insights on managing company transformations, navigating the sales process, and leading teams effectively. He also touches on his pivot to the entertainment industry, where he writes and produces films like Death on the Brandywine. The conversation emphasizes the similarities between building a company and producing films, particularly in terms of leadership, strategy, and adaptability. Takeaways: Consider a Leadership Transition: Transition to a role like Executive Chairman and hire an experienced CEO to bring fresh perspectives and expertise to the company. Understand Management Styles: Recognize the differences between managing equity-backed and privately owned organizations to improve operational strategies and align expectations. Prepare for Future Challenges: Regular strategic meetings and presentations can help your team handle future challenges, such as acquisitions or high-pressure situations. Shift Focus for Growth: If relying on older products, consider diversifying business units to maintain current revenue while pursuing new growth opportunities. Maintain Organized Documentation: Keep accurate records, like shareholder agreements and financial documents, to simplify processes during key events like acquisitions. Manage Confidentiality Carefully: Share sensitive information only with essential personnel to minimize stress and avoid unnecessary speculation among employees. Continually Learn and Adapt: Pursue ongoing learning to enhance your skills, stay competitive in your field, and open up new opportunities for growth. Quote of the Show: “The nouns are different but the verbs are the same.” Links: LinkedIn: https://www.linkedin.com/in/nwilkinson1/ Website: https://snlfilm.com/ IMBd Profile: https://www.imdb.com/name/nm12642041/ Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/vUv46OHDCQs…

Built to Finish

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Books, Business, and Balance - Nick Hutchison - Built to Finish - Episode # 015 39:18

28 weeks ago39:18

39:18

How can entrepreneurs and authors balance the demands of business growth and personal development while maintaining focus and productivity? Nick Hutchison, founder and CEO of the rapidly growing seven-figure marketing agency BookThinkers, joins host Steven Pivnick. Nick, also the host of the top-rated podcast BookThinkers: Life-Changing Books , shares his insights into combining entrepreneurship with personal growth. He discusses his experiences with SMART goals, overcoming business failures (including a failed app development), and his journey as a new triathlete and father. Nick also reveals the current services BookThinkers offers, such as short-form video production, podcast booking, and social media book reviews, as well as potential future ventures, including speaking engagements. Tune in for valuable advice on time management, business growth, and writing from a best-selling author and seasoned entrepreneur. Takeaways: Set SMART Goals: For every new project or book, set SMART goals (Specific, Measurable, Attainable, Relevant, Time-bound) to maintain focus and ensure actionable outcomes. Learn from Key Influencers: Identify books, podcasts, and resources from influential figures in your field. Implement lessons from these to create impactful changes in your personal and professional life. Follow Up and Learn from Past Engagements: Leverage past media features or collaborations as credibility boosters and build upon them for future opportunities. Continuously Audit Your Time: Regularly assess how you're spending your time. Classify activities as energy-draining or energy-boosting, then adjust to focus on high-leverage tasks that bring both joy and productivity. Document Frequently Asked Questions: If you often receive similar questions from your audience or clients, document your answers and consider compiling them into a resource like a book or guide. Validate Market Need Before Launching Products: Conduct market research before heavily investing in a new product or service. Engage potential users to gather insights and tailor your offering to meet their needs. Survey Your Community: Regularly survey your community or target audience to understand their challenges and needs. Use their feedback to inform content creation, product development, and service offerings. Quote of the Show: “Success is sometimes subtractive not additive.” Links: LinkedIn: https://www.linkedin.com/in/bookthinkers/ Website: https://www.bookthinkers.com/ Podcast Link: https://podcasts.apple.com/us/podcast/bookthinkers-life-changing-books/id1517311450 Book Link: https://www.amazon.com/Rise-Reader-Strategies-Mastering-Applying/dp/B0CHF8VBYW Shoutouts: The 4-Hour Work Week by Tim Ferriss: https://fourhourworkweek.com/ 10 X is Easier than 2 X by Dan Sullivan and Dr. Benjamin Hardy: https://10xeasierbook.com/ Buy Back Your Time by Dan Martell: https://www.buybackyourtime.com/ Think And Grow Rich by Napolean Hill: https://www.naphill.org/shop/books/paperback/think-and-grow-rich/ How to Win Friends and Influence People by Dale Carnegie: https://www.amazon.com/How-Win-Friends-Influence-People The Alchemist by Paulo Coelho: https://a.co/d/dfqJbzy The Four Agreements by Don Miguel Ruiz: https://www.miguelruiz.com/the-four-agreements/ Rory Vaden: https://www.linkedin.com/in/roryvaden/ Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/rI7t9yKJDnc…

Built to Finish

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Navigating Global Expansion - Mark Garland - Built to Finish - Episode # 014 40:55

29 weeks ago40:55

40:55

What are the key strategies for navigating global market expansion and company acquisitions? Mark Garland, shares his extensive experience in global market expansion and supply chain solutions. Mark discusses his leadership roles at companies such as 4R Systems, Capgemini, and Accenture, highlighting the strategic decisions and challenges he faced. He explains the process of navigating a company sale during the COVID-19 pandemic, offering insights on maintaining operational focus, the value of good advisors, and the importance of having a contingency plan. He also introduces his new venture, Advance2 Global, aimed at helping companies expand internationally. The episode concludes with advice for founders on maximizing stakeholder outcomes during an acquisition. Takeaways: Surround Yourself with Great Advisors: Build a trusted team of experienced advisors, including an investment banker, legal counsel, and accountants, to guide you through the complexities of selling your business and securing the best deal. Keep Your Cap Table Clean: Maintain an accurate, well-organized cap table to avoid complications in negotiations and ensure favorable deal structures. Focus on Due Diligence Preparation: Organize all necessary documents and information ahead of time to expedite due diligence and build confidence with potential buyers, minimizing roadblocks. Have a Backup Plan: Be prepared for the possibility of a deal falling through. Keep operations running smoothly and consider other potential buyers if necessary. Maintain a Strong Company Culture: Involve key employees early, keeping them informed and engaged to maintain morale and ensure smooth operations during the transition. Demonstrate Value and Affordability: Showcase the tangible value and affordability of your product or service to make your business more attractive to potential buyers. Quote of the Show: “Always have a backup plan.” Links: LinkedIn: https://www.linkedin.com/in/markgarland/ Company Website: https://advance2global.com/ Ways to Tune In: Spotify: https://open.spotify.com/show/1ghmiiaRwVtQ9kqqqvmVQY Apple Podcasts: https://podcasts.apple.com/us/podcast/built-to-finish/id1781753842 Amazon Music: https://music.amazon.com/podcasts/665cacbf-79ed-4745-8856-1d8465943c65 Podchaser: https://www.podchaser.com/podcasts/built-to-finish-5907037 YouTube: https://youtu.be/6KO7NxnAjxo…

Built to Finish

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Aligning Strategy with Vision for Success - Tom Bonney - Built to Finish - Episode # 013 31:41

30 weeks ago31:41