Every week a group of senior pros gather to dig into business advisory strategies, best practices, and client cases. Open to all - join the conversation every Tue @ 0930 ET - link below.
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George Sandmann Podcasts
The Wise Exit is an open dialogue with fellow founders and former business owners sharing real stories and offering honest advice around selling their companies to some of the top acquirers in the world. Beyond the entertaining and educational exit stories, host and M&A Advisor, Todd Sullivan is here to help demystify the Mergers & Acquisitions (M&A) process. For example: - How much is my business worth? - What is Net Working Capital? - When should I get a Quality of Earnings analysis - Shou ...
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Summary This conversation explores the importance of community engagement through self-help initiatives, the dynamics of study groups, and the critical role of referrals in business growth. It emphasizes the need for continuous professional development, confidence in the sales process, and the value of mentorship and collaboration. The discussion a…
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Summary The conversation covers various themes related to business growth, including personal updates, exciting developments in tools for growth, AI integration, strategic planning challenges, leadership dynamics, sales strategies, and the importance of emotional readiness in business. Participants share insights on how to navigate these areas effe…
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Summary The conversation covers a wide range of topics, including the use of AI in business workflows, the importance of self-reflection, and the challenges of implementing new technologies. Participants discuss the potential of AI as a research tool and thought partner, emphasizing the need for critical evaluation of AI-generated information. The …
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Summary The conversation revolves around business strategies, AI's impact on financial services, and personal anecdotes about Thanksgiving traditions. Participants discuss the evolving role of AI in business, the importance of strategic planning, and the challenges of partner dynamics in business. The discussion also touches on personal experiences…
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Summary The conversation explores various themes around business growth, client relationships, and the importance of collaboration among professionals. It emphasizes the need for effective communication, understanding client needs, and building a culture of trust and support. Insights from industry conferences highlight the significance of networki…
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Summary This conversation explores the dynamics of client communication, emphasizing the importance of managing expectations, setting boundaries, and prioritizing tasks effectively. The speakers discuss the role of email as a communication tool, the distinction between urgency and importance, and the necessity of establishing clear client relations…
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Summary: The conversation revolves around business growth, strategic planning, and the importance of collaboration in achieving successful outcomes. Participants discuss the nuances of transaction value, the role of EOS implementers, and the significance of having a diverse team to provide multiple perspectives. The discussion also touches on perso…
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Summary The conversation delves into the pressing need for professionals in the services sector to adapt to market complexities and enhance their value proposition. It highlights the alarming trend of commoditization affecting a significant portion of the industry, urging professionals to leverage referrals and act swiftly to differentiate themselv…
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Summary The conversation explores innovative business models, particularly consulting for equity, and the importance of aligning client engagement with strategic growth planning. The speakers discuss monetization strategies, the execution of plans, and the significance of building strong relationships with clients to facilitate successful outcomes.…
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Summary The conversation revolves around reflections on a recent summit, planning for future events, community engagement, feedback for improvements, sustainability of the conference, the role of AI in business, certification opportunities, and the future location of the conference. Participants share insights on the importance of networking, the n…
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Summary This conversation delves into the critical aspects of exit planning, the transformative role of AI in business advisory, and the importance of networking and collaboration among professionals. The speakers share insights on understanding client needs, building trust, and leveraging personal branding for client acquisition. They also discuss…
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Summary In this engaging conversation, the participants explore the themes of innovation, strategic thinking, and the importance of community in business advisory. They discuss personal practices that inspire creativity and the necessity of stepping back from daily pressures to gain clarity. The dialogue emphasizes the significance of building rela…
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Summary The conversation revolves around the importance of community, networking, and collaboration within the context of the upcoming summit. Participants share personal updates, discuss the significance of family, and highlight the value of engaging with peers in the advisory space. The summit is framed as a unique opportunity for learning and sh…
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Summary In this conversation, George Sandmann and his guests discuss the importance of community engagement in business advisory, the role of AI in transforming sales processes, and the significance of personal branding. They explore how building confidence and competence in advisors can lead to better client relationships, and the challenges of tr…
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Summary The conversation revolves around personal updates, professional guidance, and the importance of collaboration in business growth. Participants share insights on sales strategies, the significance of personal connections, and the impact of software updates on their work. They discuss the value of community engagement, identifying client need…
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Summary This conversation explores various themes related to networking, meeting strategies, and leadership accountability within organizations. The speakers discuss the importance of follow-ups for meeting attendance, the impact of CEO workshops, and the necessity of increasing strategic capacity for business growth. They also delve into the dynam…
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Summary The conversation revolves around an upcoming CEO event in Lexington, Kentucky, focusing on networking, collaboration, and the integration of AI in business strategies. Participants discuss the importance of in-person interactions, workshop themes, and the value of sharing experiences to enhance client engagement and business growth. The dia…
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Summary The conversation explores the evolving landscape of client relationships, the role of AI in business, and the importance of accountability and human dynamics in consulting. Participants discuss strategies for effective client engagement, the significance of collaboration, and the upcoming Growth Drive Summit, emphasizing the need for adapta…
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Summary This conversation explores various themes related to business management, including the transition from accounting to exit planning, and the importance of networking and collaboration. The speakers discuss the challenges business owners face in exit planning, the significance of client management, and the necessity of mitigating risks for b…
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Summary The conversation explored various strategies for client acquisition, emphasizing the importance of live events, collaboration, and building a referral network. Participants shared insights on managing sales funnels, the role of content strategy, and the significance of personal relationships in business development. The discussion highlight…
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Summary The conversation covered various aspects of business valuation, focusing on the DCF (Discounted Cash Flow) method, insights from the AMAA conference, and the role of technology and AI in enhancing valuation processes. Participants discussed the importance of understanding market dynamics, key performance indicators, and the challenges faced…
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Summary In this conversation, George Sandmann, founder and CEO of Growth Drive, discusses the importance of community engagement among business advisors, the integration of AI in business methodologies, and the potential for collaboration with law firms. The conversation also covers the creation of mastermind groups for business owners, updates on …
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Summary This conversation explores various themes related to growing and managing advisory businesses. It covers technical issues, scheduling for reviews, strategies for growth, the importance of valuation, and the challenges faced by the accounting profession. The discussion emphasizes the need for effective management, networking, and collaborati…
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Summary The conversation revolves around the development of use cases for the Growth Drive initiative, emphasizing the importance of collaboration, strategic planning, and understanding client needs. Participants discuss the distinction between use cases and case studies, the planning for an upcoming summit, and the value of community engagement in…
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Summary In this conversation, George Sandmann, founder and CEO of Growth Drive, discusses the importance of community engagement among business advisors, reflections on the AICPA Growth Forum, and the evolving role of technology and private equity in the accounting industry. The conversation also covers upcoming conferences, the integration of DCF …
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Summary This conversation explores the complexities of family-owned businesses, focusing on the dynamics of ownership, the challenges of transitioning leadership, and the importance of communication. The speakers share personal experiences and insights on navigating these issues, emphasizing the need for preparation and understanding individual goa…
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Summary In this conversation, George Sandmann, founder and CEO of Growth Drive, discusses the importance of community engagement among business advisors, the sharing of resources, and the evolution of training and certification in the advisory space. The dialogue covers insights from recent conferences, the cultural shifts within accounting firms, …
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Summary In this conversation, George Sandmann and his guests discuss the role of AI in business consulting, emphasizing the importance of human interaction, the distinction between knowledge and wisdom, and the evolving landscape of the CPA profession. They explore how AI can enhance data management and decision-making but caution against over-reli…
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Summary In this conversation, George Sandmann and his colleagues discuss the Growth Drive system, focusing on how business advisors can help clients achieve growth, value, and profitability. They explore the importance of strategic clarity, team alignment, and effective execution leadership in driving business success. The discussion also emphasize…
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Summary In this conversation, George Sandmann and his guests discuss the importance of community in business advisory, the impact of AI on consulting practices, and the significance of intellectual property. They share insights from the Growth Drive Summit, emphasizing the need for thought leadership and client engagement. The discussion also highl…
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Summary In this conversation, George Sandmann and his colleagues discuss the intricacies of business advisory services, focusing on client engagement, strategic intent, and the importance of understanding unique business structures. They explore the concept of 'secret sauce' in business valuation and the emotional aspects of transitioning from busi…
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Summary In this conversation, the participants discuss the challenges and strategies involved in business advisory, particularly focusing on the Growth Drive system. They explore client engagement, the importance of referrals, and the need for businesses to reinvent themselves to overcome growth plateaus. The discussion also highlights the role of …
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Summary In this conversation, George Sandmann and various speakers discuss the intricacies of business advisory, focusing on the importance of proper discovery, the challenges faced by value advisors, and the need for collaboration among specialists. They emphasize the emotional aspects of client relationships and the necessity of building trust an…
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summary In this engaging conversation, George Sandman and his team discuss the importance of community engagement within the Growth Drive network. They explore the upcoming Growth Drive Summit, emphasizing collaboration, workshops, and the significance of understanding buyer preferences. The discussion also highlights the value of niche specializat…
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Summary The conversation revolves around the Growth Drive community, emphasizing the importance of being net givers, focusing on client engagement, and the need for financial advisors to differentiate themselves in a competitive marketplace. The speakers discuss the significance of maintaining control over one's business, the impact of happiness on…
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Summary In this conversation, George Sandman and his colleagues discuss the integration of AI into business advisory services, emphasizing its potential to enhance client services and drive growth. They explore the importance of strategic capacity, EBITDA, and multiples in determining business value, while also addressing the challenges of unlockin…
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Summary The conversation delves into the complexities of client demand, referral systems, and the sales function, emphasizing the importance of innovation and market disruption. Participants discuss strategies for identifying ideal clients, the significance of triage in client selection, and the potential of performance fees to enhance client commi…
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Summary In this conversation, George Sandman and his colleagues discuss various strategies for enhancing client engagement and communication within the Growth Drive framework. They explore the importance of clarity in client interactions, effective documentation of business goals, and the balance between advisory and execution roles. The discussion…
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Summary The conversation revolves around the themes of building a profitable advisory business, the future of financial planning, strategic planning, and the role of growth advisors. The speakers discuss the importance of educating business owners, crafting effective messaging, and guiding clients through their growth journey. They emphasize the ne…
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Summary: In this week's conversation George Sandman, founder and CEO of Growth Drive, discusses the importance of business advisory, community networking, and strategic planning for business owners. The conversation covers the enhancements in the C3D course, the significance of exit planning, and the role of mentorship in guiding business owners. A…
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Growth-Drive Weekly Coffee Klatsch 02-25-2025
57:18
57:18
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57:18Summary: The conversation revolves around the C3D course, its structure, content, and the importance of community engagement and mentorship in the learning process. Participants discuss the emotional aspects of client interactions, the significance of understanding client motivations, and strategies for effective engagement. The dialogue emphasizes…
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The Impact of Remote Workforces When Selling Your Business | Nathan Hirsch
38:31
38:31
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38:31Summary: Nathan Hirsch, a serial entrepreneur, shares his journey of building and selling his company, FreeUp, which utilized remote workforces. He discusses the importance of having clean books and financials, as well as the value of virtual assistants and outsourced labor. Nathan emphasizes the need to hire the right level of talent, whether they…
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Understanding Your Why in M&A | Meighan Newhouse
40:29
40:29
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40:29Summary: In this episode, Todd Sullivan interviews Meighan Newhouse, the co-founder and former CEO of Inspirant Group, a management consulting firm that was acquired by 10 Pearls. Meighan shares her journey as an entrepreneur and the decision-making process behind selling her business. She emphasizes the importance of understanding the why and the …
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Finding the Growth Drivers That Deliver M&A Success | George Sandmann
40:53
40:53
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40:53George Sandmann shares his thoughts on: Creating business engines that deliver predictable profits, cash flow, and sustainable growth Driving predictable, transferable value and a more lucrative M&A transaction GUEST BIO: George Sandmann is an entrepreneur turned growth advisor. An attorney by training, George is an entrepreneur with almost 30 year…
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The Top 3 Attributes Of Any Sellable Business | Mike Finger
29:24
29:24
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29:24Mike Finger highlights the three elements all small business owners should focus on when building a company for a future M&A exit: Are your business results desirable? Will an acquirer see value and opportunity in what you have built? Can a buyer duplicate your results? Can the buyer run the business without you? Can you document your results? Is t…
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Building Businesses That Can Run Themselves, And Then Selling One From Prison | Chris Wise
32:27
32:27
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32:27EPISODE 64: THIS WEEK'S GUEST - CHRIS WISE In this episode, Chris talks about: Asking for help when building your company for the future Coaching founders on how to remove themselves from their businesses to create transferable value How taking care of yourself as a founder or business owner can significantly increase productivity and prevent burno…
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Building (And Selling) Successful eCommerce Brands | Robb Green
34:54
34:54
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34:54EPISODE 63: THIS WEEK'S GUEST - ROBB GREEN In this episode, Robb talks about: His evaluation criteria for starting eCommerce brands How he decides when it's time to sell a business How he brings his teenage kids into these companies and exposes them to the highs and lows of the life of an entrepreneur GUEST BIO: Robb Green is the owner and visionar…
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Buying SPORT Magazine & The Indelible Treasures Found Within | Wayne Parrish
31:20
31:20
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31:20EPISODE 62: THIS WEEK'S GUEST - WAYNE PARRISH In this episode, Wayne talks about: His early beginnings as a student journalist at the University of British Columbia Becoming the CEO of Canada Basketball and his relationship with Jerry Colangelo A history lesson of SPORT Magazine, Sports Illustrated, Sports Insider, and ESPN The Magazine How he purc…
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M&A Office Hours: How To Build A Proper Succession Plan For Exit | Christine Nicholson
40:53
40:53
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40:53EPISODE 61: THIS WEEK'S GUEST - CHRISTINE NICHOLSON In this episode, Christine talks about: The three things that every founder needs to focus on when building their business The difference between exit planning and succession planning What a perfect succession plan look like GUEST BIO: Christine Nicholson is a serial entrepreneur with multiple exi…
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The Biggest Decision Of My Entrepreneurial Journey - To Sell Or Not To Sell | Edin Basic
48:07
48:07
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48:07EPISODE 60: THIS WEEK'S GUEST - EDIN BASIC In this episode, Edin talks about: The importance of understanding market trends to know when to invest and when to sell Understanding your exit strategy to make the right decisions while you're building your business, and; How to be ready when your ideal buyer comes knocking GUEST BIO: Edin Basic began hi…
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