The Elevate Your Business Podcast with Adam Koos

In this How I Built This episode of The Elevate Your Business Podcast, Adam sits down with George Sortino — a Sicilian-born, American-made entrepreneur who built hotels, restaurants, bowling alleys, sports books, barbershops, and entertainment centers across Northern Ohio. From arriving in the U.S. at age seven, to buying his first hotel with no money down, to creating Sortino's legendary Italian restaurant experience, George embodies the spirit of old-school entrepreneurship fueled by humility, grit, and a relentless commitment to people. This episode is packed with "cheat codes" for business owners — including money management rules, leadership principles, customer service philosophy, and timeless lessons George learned from his father that shaped his life and legacy. Episode Timestamps: 00:00 – George's upbringing: from Sicily to Sandusky 03:00 – His father's resourcefulness and early lessons in resilience 05:00 – The entrepreneurial spark rooted in family heritage 07:00 – First jobs, making $1 a day, and learning trades young 10:00 – How a simple conversation led to buying his first hotel 12:00 – The origin story of Sortino's Restaurant 14:00 – Creating the iconic "pasta and wine at the table" experience 16:00 – Early startup challenges, long hours, and labor of love 18:00 – Building multiple businesses: hotels, restaurants, bowling, and more 20:00 – Why relationships became his greatest advantage 23:00 – Selling Sortino's and expanding into Kalahari Resorts locations 25:00 – Balancing business ownership and family life 27:00 – His biggest regrets and proudest family moments 29:00 – The toughest periods as an owner and how he got through them 32:00 – His philosophy: "Problems are opportunities" 34:00 – A powerful story about integrity when no one is watching 36:00 – Money management rules every entrepreneur should follow 40:00 – His favorite business books and success philosophies 42:00 – Looking back: did he exceed his expectations? 46:00 – Advice to aspiring entrepreneurs 49:00 – Advice for business owners feeling stuck or plateaued Key Takeaways: 💡 Relationships are your real competitive advantage.💡 Great service is doing the unexpected — especially when no one is watching.💡 Cashflow discipline builds longevity; living below your means builds freedom.💡 Problems aren't setbacks — they're pathways to profit.💡 Work ethic matters, but humility and kindness matter more.💡 Success doesn't happen by accident; it happens by design. Key Quotes from George Sortino: 🗣 "Problems become opportunities — that's how you build a business."🗣 "The eye of the owner fattens the horse."🗣 "Better to live one day like a lion than a hundred years like a sheep."🗣 "There's nothing more rewarding than relationships — that's what builds success."🗣 "If you don't manage your money, you will never manage your business." Connect with Elevate & the Host: Follow Elevate on Social Media: Facebook: https://facebook.com/elevateandexit Instagram: https://www.instagram.com/elevateandexit Threads: https://www.threads.com/@elevateandexit LinkedIn: https://www.linkedin.com/company/elevateandexit Twitter: https://x.com/ELEVATEandEXIT TikTok: https://www.tiktok.com/@elevateexit2 YouTube: https://www.youtube.com/@elevateyourbusinesspodcast Email: info@elevateandexit.com Website: www.elevateandexit.com Connect with Adam Koós: LinkedIn: https://www.linkedin.com/in/adamkoos Website: https://www.libertaswealth.com

In this episode of The Elevate Your Business Podcast, host Paden Squires sits down with Adam Koós — founder and president of Libertas Wealth Management Group and creator of Adrenaline Advisor Consulting. Adam shares how he built a thriving firm from the ground up after starting his career just ten days before 9/11. From grinding through door-to-door sales to managing four major market crashes, Adam opens up about resilience, leadership, systems, and what it really takes to balance ambition with family life. He also shares how entrepreneurs can turn their business into an investment instead of a job — and why marketing, delegation, and intentionality are key to scaling without burning out. Episode Timestamps: 01:00 – Who Adam is beyond his business: husband, dad, and purpose-driven entrepreneur 05:00 – Learning work-life "intentionality" from his father's example 07:00 – How calendar design helped him build real boundaries 09:00 – Lessons learned from early career hustle and burnout 11:00 – Redefining "balance" as intention, not perfection 13:00 – How Adam redesigned his schedule for freedom 16:00 – Learning to "turn off" and be fully present at home 19:00 – The difference between being behind vs. being behind on what matters 20:00 – Foundational financial advice for entrepreneurs 22:00 – Why every owner needs a CPA, fractional CFO, and value acceleration plan 25:00 – Transition planning vs. exit planning: what business owners get wrong 27:00 – How to make your business sellable (and why you shouldn't wait) 31:00 – The #1 skill behind success: relentless execution 32:00 – Resilience through setbacks and costly mistakes 37:00 – How systems and processes transformed his firm 38:00 – Why marketing is a moral responsibility for ethical advisors 41:00 – The role of mentorship and learning from other business owners 43:00 – Turning your company into an investment, not just a job 44:00 – Final words of encouragement for entrepreneurs who feel stuck Key Takeaways: 💡 Systems create freedom — chaos destroys it. 💡 Success comes from hard work and resilience, but scaling requires delegation. 💡 Treat your family appointments like client meetings — they're just as important. 💡 Every entrepreneur needs financial infrastructure: CPA, CFO, and planning for value. 💡 Build your business to run without you — that's how you turn it into an investment. 💡 Marketing isn't vanity; it's how good advisors protect people from bad ones. Key Quotes from Adam Koós: 🗣 "Pretend everything you do will be on tomorrow's front page — and the rest will take care of itself." 🗣 "There's no trophy for working harder than everyone else. Nobody cares." 🗣 "If you can delegate it or automate it, do it — and spend your time doing what you love." 🗣 "I'm not a financial planning firm that does marketing. I'm a marketing firm that happens to do financial planning." 🗣 "Hard work and resilience are everything — but systems are what make them sustainable." Connect with Adam Koós: LinkedIn: https://www.linkedin.com/in/adamkoos Follow Elevate on Social Media: Facebook: https://facebook.com/elevateandexit Instagram: https://www.instagram.com/elevateandexit Threads: https://www.threads.com/@elevateandexit LinkedIn: https://www.linkedin.com/company/elevateandexit Twiiter: https://x.com/ELEVATEandEXIT Tiktok: https://www.tiktok.com/@elevateexit2 Youtube: https://www.youtube.com/@elevateyourbusinesspodcast email: info@elevateandexit website: www.elevateandexit.com Connect with the Host, Paden Squires: Website: https://www.padensquires.com/ Instagram: https://www.instagram.com/padensquires Facebook: https://www.facebook.com/profile.php?id=100089855132002 Youtube: https://www.youtube.com/@PadenSquires

In this episode of The Elevate Your Business Podcast, host Adam Koós welcomes Christine, a former corporate leader who turned her career burnout into a catalyst for creating a purpose-driven business. Christine opens up about the moment she realized success wasn't just about climbing the corporate ladder, how she built a business aligned with her values, and the lessons she's learned about resilience, leadership, and living with intention. From breaking free of "golden handcuffs" to embracing uncertainty, Christine's story is a roadmap for business owners ready to align profit with purpose and find fulfillment on the other side of fear. Episode Timestamps: 01:30 – Christine's early career and corporate path 06:00 – The breaking point: recognizing burnout and misalignment 10:00 – Letting go of "golden handcuffs" and redefining success 14:00 – Building a business around values, not just revenue 19:00 – The hardest mindset shifts when leaving corporate life 23:00 – Navigating uncertainty and trusting the process 27:00 – Lessons in resilience and leadership from entrepreneurship 32:00 – Advice for others considering a big career transition Key Takeaways: 💡 Success without fulfillment leads to burnout. 💡 Aligning business with personal values creates lasting impact. 💡 Fear is natural when transitioning—but clarity comes through action. 💡 Resilience is built by embracing uncertainty, not avoiding it. 💡 Leadership in entrepreneurship looks different from corporate life. Key Quotes from Christine: 🗣 "Golden handcuffs might look shiny, but they're still handcuffs." 🗣 "I thought I had to have it all figured out before I leapt—but clarity came after I moved." 🗣 "Fulfillment comes when your business reflects your values, not someone else's definition of success." 🗣 "Resilience is built every time you choose to keep going, even when the path feels unclear." Connect with Christine: Linkedin: https://www.linkedin.com/in/beehivebrokerage/ Facebook: https://www.facebook.com/TheBeehive.Tyngsboro Twitter (X) Handle: https://twitter.com/BostonREguru Instagram: https://www.instagram.com/thebeehive.tyngsboro Website: https://thriveatthebeehive.com   Follow Elevate on Social Media: Facebook: https://facebook.com/elevateandexit Instagram: https://www.instagram.com/elevateandexit Threads: https://www.threads.com/@elevateandexit LinkedIn: https://www.linkedin.com/company/elevateandexit Twiiter: https://x.com/ELEVATEandEXIT Tiktok: https://www.tiktok.com/@elevateexit2 Youtube: https://www.youtube.com/@elevateyourbusinesspodcast email: info@elevateandexit website: www.elevateandexit.com

Adam Koós joins legacy coach Angelina Carleton on her show to explore one of the most overlooked (yet critical) parts of building and exiting a business: defining what legacy really means. Too often, business owners wait until the last minute to plan their exit, focusing only on financials or legal documents while avoiding the deeper, more personal side of what they'll leave behind. Adam shares insights from 23 years of experience helping clients navigate business transitions, and why legacy planning starts long before you list your company for sale. They discuss how values, identity, and clarity impact decision-making, why some advisors and attorneys struggle to have real conversations about mortality and legacy, and what business owners can do now to ensure their exit aligns with their life - not just their bank account. Whether you're 2 years or 10 years away from selling, this episode is a powerful reminder that strategy is only part of the equation. Legacy is built by design.   ⏱️ Episode Timestamps: 00:00 – Introducing Adam Koós + Today's Topic 01:25 – Why Most Owners Avoid Planning Their Exit 03:05 – The Role of Mortality in Business Planning 05:00 – What Legacy Really Means (It's Not a Will) 07:20 – Bridging the Gap Between Head and Heart 10:00 – Why Most Advisors Skip the Deeper Conversations 12:45 – The Cost of Misalignment in Business Transitions 15:30 – Designing a Life (and Business) That Reflects Your Values 18:10 – Why Exit Planning Is a Human Problem, Not Just a Financial One 21:00 – What a Purpose-Driven Exit Strategy Looks Like 25:00 – Advice for Business Owners Starting the Process 29:00 – Final Thoughts on Legacy, Fulfillment, and Intentional Planning Key Takeaways: Legacy planning isn't legal paperwork. It's the intentional process of aligning your exit with your values, identity, and long-term vision. Most owners wait too long. Avoidance and fear of mortality prevent critical conversations that shape a meaningful legacy. Exit planning is human work. It's not just financial or strategic—it's emotional, relational, and deeply personal. Values shape decisions. When you lead with purpose, you build a company (and exit plan) that reflects what matters most. Start earlier than you think. Even if you're years away from selling, legacy work begins long before the paperwork. Key Quotes from Adam Koós: "You can't build a meaningful exit plan if you haven't defined what you want your life to look like on the other side." "It's not about what you're walking away from—it's about what you're walking into." "Legacy is built by design. If you don't define it, someone else will." "Financials are only half the equation. The other half is purpose." Connect with Adam Koós www.elevateandexit.com Email: info@elevateandexit.com  https://www.instagram.com/elevateandexit https://facebook.com/elevateandexit https://www.linkedin.com/company/elevateandexit https://www.threads.com/@elevateandexit https://www.tiktok.com/@elevateexit2

In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Traci DeForge, founder of Produce Your Podcast, to explore how podcasting has evolved into one of the most powerful tools for business development and brand authority. With over 30 years of experience in broadcast media and Fortune 500 consulting, Traci shares how she's helped everyone from scrappy startups to brands like Google and Hilton harness the power of podcasting. From launching your show with purpose to avoiding costly content mistakes, this episode delivers clear, practical strategies for creating a podcast that actually drives results. Traci also opens up about how her own journey, from radio executive to podcast pioneer, shaped the mission behind her company. Whether you're an advisor, entrepreneur, or small business owner, this episode will show you how podcasting can amplify your voice, generate leads, and deepen trust with your audience.   ✨ Key Takeaways: Start with Why: Podcasting isn't just about creating content. It's about serving your audience with intention and value. Don't Treat It Like a Hobby: Treat your podcast like a core piece of your business development strategy. Consistency Compounds: Showing up regularly and delivering high-value content builds trust over time. Podcasting Is a Business Tool: Done right, a podcast can generate leads, increase brand visibility, and attract the right clients. Your Clients Are Your Bosses: A service-first mentality is key to long-term growth and retention. Podcasting is Becoming Media: As traditional media fades, podcasting is positioned to become the next dominant content platform.   🎙️ Connect with Traci DeForge: Website: https://www.produceyourpodcast.com LinkedIn: https://www.linkedin.com/in/tracilongdeforge/ Facebook: https://www.facebook.com/produceyourpodcast/ Instagram: https://www.instagram.com/produceyourpodcast/ Youtube: https://www.youtube.com/channel/UCN1LkFZCc8oCX8tWdMTD-UQ 📲 Connect with ELEVATE and Adam Koós: LinkedIn: Adam Koós on LinkedIn ·         Facebook: https://facebook.com/elevateandexit ·         Instagram: https://www.instagram.com/elevateandexit ·         Threads: https://www.threads.com/@elevateandexit ·         LinkedIn: https://www.linkedin.com/company/elevateandexit ·         Twiiter: https://x.com/ELEVATEandEXIT ·         Tiktok: https://www.tiktok.com/@elevateexit2 ·         Youtube: https://www.youtube.com/@elevateyourbusinesspodcast ·         email: info@elevateandexit ·         website: www.elevateandexit.com

In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Bill Woods, co-founder and CMO of 50 Marketing and host of the Missing Half podcast, to explore the crucial role marketing plays in scaling your business and boosting your company's value at exit. With over two decades of experience in B2B and manufacturing marketing, Bill breaks down how building a repeatable, scalable, and predictable marketing and sales engine can elevate your valuation multiples and attract the right kind of buyers. He shares what most business owners get wrong about marketing, the surprising return of direct mail, why voice-of-customer research matters more than ever, and how founder-led branding can give you a competitive edge. This episode also covers the difference between brand promise and brand aspiration, the importance of patience in ROI expectations, and actionable ways to align your strategy with what today's acquirers are really looking for. Whether you're scaling for growth or preparing for a strategic exit, this conversation delivers practical insights every business owner should hear.   Episode Timestamps: 00:00 - Welcome and Intro to Elevate Your Business  01:50 - Meet Bill Woods: CMO of 50 Marketing and Host of Missing Half 03:15 - Common Marketing Mistakes: Strategy Gaps and Customer Disconnects  05:30 - Voice of Customer: Why Listening Drives ROI  08:00 - Content That Converts: 100 Views from the Right People Can Be a Game-Changer  10:50 - Direct Mail Isn't Dead: Why Physical Mail Works in B2B Again  13:10 - Brand Promise vs. Brand Aspiration: A Critical Distinction  18:00 - AI in Marketing: What's Useful and What's Overhyped  22:30 - Personal Branding for Founders: Standing Out in B2B  27:30 - Patience and ROI: Marketing Isn't a 30-Day Turnaround  31:20 - Content Strategy at 50 Marketing: Algorithm Awareness + ICP Focus  36:30 - Posting Natively vs. Schedulers: Does It Make a Difference?  41:20 - Marketing's Role in Multiples and Buyer Readiness  44:30 - Final Thoughts and Where to Learn More Key Takeaways: 🔹 Strategy Before Tactics: Most marketing fails because the strategy is unclear or disconnected from real customer needs. 🔹 Marketing = Multiples: A repeatable, scalable marketing engine drives higher valuation and buyer interest at exit. 🔹 Voice of the Customer Matters: Consistent customer feedback loops lead to better product-market fit and stronger ROI. 🔹 Direct Mail Is Back: In a cluttered digital world, physical mail stands out—and even Gen Z is paying attention. 🔹 Don't Confuse Brand Promise with Brand Aspiration: Your brand must reflect what you can deliver today, not what you hope to deliver someday. 🔹 Native Posting Wins: Social media platforms often suppress scheduled posts—posting directly can boost reach and visibility. 🔹 Be Patient with ROI: B2B buying cycles are long. You need time, consistency, and persistence to see returns. 🔹 Founder-Led Branding Is Underrated: People buy from people. Having the founder as a visible brand advocate can give your business a real advantage. Key Quotes from Bill Woods: "100 views on the right B2B video could be worth $20 million. Don't compare it to YouTube influencers." — (08:00) "Your brand promise is what you deliver today. Your brand aspiration is where you want to be—don't confuse them." — (18:00) "We're in an age where voice-of-customer research isn't a nice-to-have. It's a must." — (05:30) "Everything old is new again—direct mail is winning attention where email is overflowing." — (11:00) "The companies with repeatable, scalable marketing engines earn the best multiples. Period." — (41:20) Connect with Bill Woods and 50 Marketing: Website: 50marketing.com LinkedIn (Personal): Bill WoodsLinkedIn (Company): 50 Marketing Facebook: 50 Marketing on Facebook Instagram: @50marketing   Connect with ELEVATE and Adam Koós: 🎧 CLICK HERE to subscribe to the ELEVATE Your Business Podcast on Apple 🌐 For more resources on scaling your business, building a successful exit strategy, and business transition education, visit: https://www.elevateandexit.com 🔗 Follow ELEVATE and Exit on Social Media:  Facebook: Elevate and Exit Facebook Instagram: Elevate and Exit Instagram Threads: Elevate and Exit Threads LinkedIn: Elevate and Exit LinkedIn Twitter: @ELEVATEandEXIT TikTok: Elevate and Exit TikTok   Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) through the International Federation of Technical Analysts (IFTA). He's been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America's top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm located in Columbus, Ohio.     *******   The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning.  While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio.  If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA's, as well as cash balance and other various retirement plans). 

In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Shelly Peterson, President of Kahuna Investments, to discuss her remarkable journey from a successful career in pharmaceutical sales to managing over $250 million in real estate assets. Shelly shares how a life-changing investment inspired her to pivot careers and how she leveraged her relationship-building skills to thrive in the world of passive real estate investing. Shelly also discusses the challenges of transitioning from the corporate world to entrepreneurship, how she and her husband built Kahuna Investments from the ground up, and the power of empowering women to take control of their financial futures. With practical advice on scaling a real estate business, managing investor relations, and maintaining a "white-glove" service approach, this episode is packed with actionable insights for business owners looking to grow and systemize their operations. Whether you're scaling your business or exploring new investment opportunities, this episode offers a powerful story of resilience, transformation, and the strategic mindset required to build a lasting legacy.   Episode Timestamps:   00:00 - Welcome to Elevate Your Business Podcast 00:36 - Housekeeping and Introductions 01:02 - Introducing Shelly Peterson: From Pharma to Real Estate 01:58 - Shelly's Journey: Transitioning from Corporate America to Real Estate 08:35 - Building Investor Relationships: The Key to Real Estate Success 09:24 - Empowering Women to Take Control of Their Financial Future 12:51 - Getting Started with Passive Real Estate Investing: Shelly's Tips 16:00 - High-Level Investor Service: Ensuring Transparency and Communication 18:15 - Financial Reporting Done Right: The Kahuna Approach 20:09 - The Mindset Shift: Moving from Corporate to Real Estate 20:41 - Overcoming Knowledge Gaps: Learning the Language of Real Estate 23:16 - Building a Positive Team Culture: Leading with Heart 25:53 - What's Next for Kahuna Investments: The Kahuna Fund and Future Plans 27:30 - Hiring with Purpose: Building a Culture-Driven Team 28:26 - Navigating Market Changes: The Role of Market Knowledge and Political Climate 30:03 - Closing Remarks: Free Book Offer and Contact Information       Key Takeaways: Transitioning Careers: Shelly Peterson's journey from pharmaceutical sales to managing a $250M real estate portfolio highlights the power of embracing change and leveraging past skills in new industries. Empowering Women in Finance: Shelly is passionate about helping women take control of their financial futures by investing in assets that generate cash flow rather than simply spending. Building Investor Trust: High-quality financial reporting and transparent communication are crucial for maintaining strong relationships with passive investors. Mindset Shifts: Moving from corporate life to entrepreneurship requires breaking away from old identities and fully immersing oneself in the new field. Leadership and Culture: Successful businesses thrive on a strong team culture, clear values, and an all-in mentality. Shelly's approach to leadership fosters loyalty and motivation among her team. Scaling with Systems: Kahuna Investments is focused on strategic growth, building a culture-driven team, and creating efficient systems to manage their expanding portfolio.       Key Quotes from Shelly Peterson: "I always say the journey is the reward, and so if you're a business owner out there, if you're feeling the hustle and grind and it gets tiring, you have to remember that the journey is the reward." - (00:01:58) "What really is sexy for us gals is when we put money into something that's making us money." - (00:09:41) "I love watching women taking control of their finances and really partnering up with their partner and just doing it together." - (00:12:11) "It hurts my heart because financial reporting should be the gold standard across the industry, but it's not." - (00:18:15) "I was completely lost for the first year. I thought, 'Why would anybody want to do this?' But shame on me, I thought I was above it." - (00:21:28) "I told my regionals, 'You're either with us or you're not. If you have one foot in the door and one foot out, there's no business of you being here at Kahuna.'" - (00:24:08)       Connect with Shelley Peterson of Kahuna Investments: Website: Kahuna Investments Website Facebook: Kahuna Investments Facebook LinkedIn: Shelley Peterson on LinkedIn LinkedIn: Kahuna Investments on LinkedIn   Connect with ELEVATE and Adam Koós: CLICK BELOW to subscribe to the ELEVATE Your Business Podcast on Apple!: The ELEVATE Your Business Podcast on Apple For more resources on scaling your business, building a successful exit strategy, and business transition education, visit: https://www.elevateandexit.com   Or connect with ELEVATE and Adam Koós on Social Media: Facebook: Elevate and Exit FacebookInstagram: Elevate and Exit InstagramThreads: Elevate and Exit ThreadsLinkedIn: Elevate and Exit LinkedInTwitter: ELEVATE and EXIT on TwitterTikTok: Elevate and Exit on TikTok For questions or more information, contact: Email: info@elevateandexit.com Website: www.elevateandexit.comPhone: (614) 543-1350   ---   Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He's been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America's top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.     *******   The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning.  While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio.  If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA's, as well as cash balance and other various retirement plans).  

In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Sharad Mehta, the Founder and CEO of REsimpli, to discuss how he transformed his real estate business from a solo operation into a scalable powerhouse. Sharad shares his journey from an accountant at EY to a real estate mogul who has flipped over 800 properties and built a portfolio of 60 rental units owned free and clear. As a business owner, scaling efficiently while maintaining profitability is key. Sharad breaks down how he systemized his entire operation by building REsimpli, an all-in-one real estate software solution that integrates marketing, lead management, accounting, and team collaboration. Learn how his passion for data-driven decisions and simplifying workflows allowed him to scale without sacrificing quality or profitability. If you're looking to build a business that can operate independently of you, this episode is packed with insights on how to automate processes, leverage technology, and maintain consistency in order to scale. Plus, Sharad discusses his philosophy of financial conservatism and how it guided his decision to own properties free and clear instead of leveraging them. Whether you're in real estate or running any kind of business, this episode provides actionable strategies for creating a scalable, resilient, and exit-ready business.   Episode Highlights:   00:00 Welcome to ELEVATE Your Business Podcast 00:28 Introducing Sharad Mehta: Building a Real Estate Powerhouse 01:30 From Accounting to Real Estate: Sharad's Entrepreneurial Journey 03:21 The Power of Systems: How REsimpli Was Born 06:01 Automating Real Estate Operations for Scalability 14:03 Building a Business That Runs Itself 18:24 Data-Driven Decisions for Sustainable Growth 18:34 Managing a Remote Real Estate Team 20:32 Building Trust and Reliable Partnerships 21:26 Real Estate as a Scalable Business Model 22:11 Why Automation Matters in Scaling 24:27 Maintaining Consistency While Scaling 29:16 Navigating Market Changes with Systems 31:23 Numbers Don't Lie: Using Data to Drive Success 33:36 Conclusion and Contact Information     Connect with Sharad Mehta and REsimpli: Website: REsimpli Website Facebook: REsimpli Facebook LinkedIn: Sharad Mehta on LinkedIn Instagram: REsimpli Instagram Twitter: REsimpli Twitter YouTube: REsimpli YouTube Channel Connect with ELEVATE and Adam Koós: CLICK BELOW to subscribe to the ELEVATE Your Business Podcast on Apple!: The ELEVATE Your Business Podcast on Apple For more resources on scaling your business, building a successful exit strategy, and business transition education, visit: https://www.elevateandexit.com Or connect with ELEVATE and Adam Koós on Social Media: Facebook: Elevate and Exit FacebookInstagram: Elevate and Exit InstagramThreads: Elevate and Exit ThreadsLinkedIn: Elevate and Exit LinkedInTwitter: ELEVATE and EXIT on TwitterTikTok: Elevate and Exit on TikTok Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR    For questions or more information, contact: Email: info@elevateandexit.com Website: www.elevateandexit.comPhone: (614) 543-1350   ---   Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He's been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America's top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.     *******   The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning.  While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio.  If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA's, as well as cash balance and other various retirement plans).  

In this episode of Elevate Your Business, Adam welcomes Andrew Doup, founder of Syndication Counsel, to discuss the powerful tax benefits of Qualified Opportunity Zones. Andrew shares his expertise on how these zones work, the federal and state tax incentives they offer, and how investors can strategically leverage them to maximize their returns while minimizing their tax liabilities. Adam and Andrew explore practical tips for properly utilizing Qualified Opportunity Zones, highlighting common mistakes to avoid and the key steps to unlocking their full investment potential. Whether you're an investor, business owner, or simply curious about tax-saving opportunities, this episode provides actionable insights for maximizing your financial strategy.   https://www.syndicationcounsel.com/    Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR    Elevate and Exit: https://bit.ly/3xwKDsU  Libertas Wealth: https://bit.ly/3HpmN2o  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR For general financial educational ARTICLES: https://bit.ly/3VyJbzP For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk   Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U

In this episode of Elevate Your Business, Adam sits down with Joseph Sofia, Regional President of First National Bank in Central Ohio. With expertise in commercial and middle-market banking, loan origination, portfolio management, and credit analysis, Joseph shares practical insights for business owners navigating the complexities of scaling and selling a business. Joseph reveals one actionable step business owners can take right now to create a "profitable goodbye" when it comes time to exit their business. He and Adam discuss why the cost of selling often causes unnecessary worry and unpack one major oversight people make during the selling process. Finally, Joseph offers guidance on how to successfully scale a business to maximize profitability, ensuring a smoother path to long-term success. This episode is packed with advice for business owners looking to build value and prepare for the future.   https://www.linkedin.com/in/josephsofia/  https://www.bankatfirst.com/business/resources/commercial-markets/central-ohio.html      Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR    Elevate and Exit: https://bit.ly/3xwKDsU  Libertas Wealth: https://bit.ly/3HpmN2o  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR For general financial educational ARTICLES: https://bit.ly/3VyJbzP For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk   Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U

In this episode of Elevate Your Business, Adam continues the "How I Built It" series with Andy Fruechtnicht, CEO, President, and Founder of Single Source IT, based in Columbus, Ohio. Andy shares his journey from his very first job to becoming a successful entrepreneur in the IT industry. He talks about what inspired him to start his business and the pivotal moments that shaped his career. Adam and Andy dive into the realities of launching a business, exploring what Andy's personal life looked like during those early days, the best parts of becoming a business owner, and the toughest challenges he faced. Andy also reflects on what he attributes his success to, what he wishes he had done differently, and his vision for the future of his company. This episode is filled with practical advice and inspiring insights for anyone looking to build a business from the ground up. https://singlesource-it.com/  https://www.linkedin.com/in/afruechtnicht/    Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR    Elevate and Exit: https://bit.ly/3xwKDsU  Libertas Wealth: https://bit.ly/3HpmN2o  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR For general financial educational ARTICLES: https://bit.ly/3VyJbzP For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk   Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U

In this episode of "Elevate Your Business," Adam talks with Bob St. Germain, Managing Director and Principal at Corporate Finance Associates in Columbus, Ohio, about why exit planning is essential for business owners from day one. Bob explains the importance of integrating exit strategies from day one, transforming the way owners think about and plan for the future of their business. Adam and Bob dive into the key metrics that business owners should monitor to accurately determine their company's value, along with common pitfalls that lead to over- or underestimating this value. Bob outlines the six main ways to exit a business and discusses which exit scenarios make the most sense for different situations. The conversation also covers how buyers view multiples and the steps owners can take to position their business for a higher valuation. Finally, they talk about the importance of a smooth cultural transition to ensure continuity and support for management and staff.  https://www.linkedin.com/in/bobstgermain/ https://www.cfaw.com/robert-st-germain    Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR    Elevate and Exit: https://bit.ly/3xwKDsU  Libertas Wealth: https://bit.ly/3HpmN2o  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR For general financial educational ARTICLES: https://bit.ly/3VyJbzP For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk   Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U

In this episode of "Elevate Your Business," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets. Dan introduces the concept of asset shrinkage, explaining how poor planning can lead to significant loss of wealth over time, especially in the face of rising nursing home costs, which he discusses in detail with average figures from across the United States. He also shares real-life examples of how trust planning has benefitted families, as well as cautionary tales where the lack of a trust caused serious financial and legal issues. Additionally, Dan provides insights into what constitutes reasonable fees for estate planning services, helping listeners understand what to expect when working with professionals in this field. If you're looking to protect your assets and secure your family's future, this episode offers invaluable advice. https://www.baronlawcleveland.com/contact/ https://www.linkedin.com/in/dan-baron-55abb326    Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR    Elevate and Exit: https://bit.ly/3xwKDsU  Libertas Wealth: https://bit.ly/3HpmN2o  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR For general financial educational ARTICLES: https://bit.ly/3VyJbzP For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk   Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U  

In this episode of "Elevate Your Business," Adam sits down with Robb Christenson and Chuck Nauman, Co-Founders and Partners at Peerless Search, a leading talent solutions firm specializing in Finance, Accounting, and Tech placements. Robb and Chuck share their insights on the current state of recruiting, emphasizing the crucial role of authenticity in building and maintaining trusted relationships with business owners across the country. The conversation also delves into their extensive experience in helping companies hire top talent. They discuss effective strategies for structuring job postings and what truly attracts high-quality candidates. Robb and Chuck highlight the underestimated importance of social media in recruiting and why dedicating time to it is essential. They also cover common mistakes to avoid in the hiring process and offer practical advice on how to stand out in a competitive job market. Whether you're a business owner or a hiring manager, this episode provides valuable tips on attracting and securing the best talent for your team.   https://peerless-search.com/ https://www.linkedin.com/in/robb-christenson https://www.linkedin.com/in/chucknauman/    Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR    Elevate and Exit: https://bit.ly/3xwKDsU  Libertas Wealth: https://bit.ly/3HpmN2o  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR For general financial educational ARTICLES: https://bit.ly/3VyJbzP For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk   Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U  

In this episode of "Elevate Your Business," Adam welcomes John Aman, Partner at B2BCFO and a 30+ year veteran in the financial services industry. Specializing in lower and middle-market privately held companies with revenues ranging from $2 million to $60 million, John shares his expertise on how CFOs analyze financials to drive profit growth. Adam and John delve into key financial strategies, including the difference between traditional budgeting and budgeting for growth, as well as the importance of cash forecasting. They also discuss common ways businesses unknowingly sabotage their own profits and how to avoid these pitfalls. The conversation extends to the biggest market risks that can be insured against and the surprising number of business owners who are operating without clear goals, effectively on "cruise control." This episode is packed with actionable insights for business owners looking to refine their financial strategies and boost profitability.   Check out the Webinar, CFO Secrets: Mastering Company Books for Skyrocketing Profits with John Aman: https://youtu.be/tAIPZBh0wTg    Connect with John: https://www.b2bcfo.com/john-aman/  JohnAman@B2BCFO.com    Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR    Elevate and Exit: https://bit.ly/3xwKDsU  Libertas Wealth: https://bit.ly/3HpmN2o  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR For general financial educational ARTICLES: https://bit.ly/3VyJbzP For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk   Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U

In this episode of "Elevate Your Business," Adam sits down with David Hartley, Partner-In-Charge at Anders CPA and Advisory, to explore the evolving landscape of accounting, tax work, and CPA services in a post-pandemic world. David shares his insights on how the industry is changing, revealing what he sees as the "cheat code" to thriving in this new era. Together, Adam and David discuss the future of the profession and how it differs dramatically from the past. David also delves into the next 10 years of the industry, highlighting how AI is driving a shift away from traditional billable hours toward new business models. He shares advice on the essential tools and technologies that CPAs need to adopt to stay competitive and succeed in the post-pandemic environment. Additionally, they discuss the benefits and challenges of niching down for CPAs and offer strategies for overcoming hurdles in remote work models. This episode is packed with valuable insights for accounting professionals looking to future-proof their careers.     https://anderscpa.com/team-member/david-e-hartley/  https://anderscpa.com/podcasts/    Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR    Elevate and Exit: https://bit.ly/3xwKDsU  Libertas Wealth: https://bit.ly/3HpmN2o  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR For general financial educational ARTICLES: https://bit.ly/3VyJbzP For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk   Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U

In this episode of "Elevate Your Business," Adam discusses Employee Stock Ownership Programs (ESOPs) with experts Joseph Sophia, Troy Starr, and Greg Daugherty. They explain how ESOPs work, differentiating them from other business exit plans and employee benefits. Learn about the benefits ESOPs offer to both employers and employees, making them an attractive option for business succession planning and employee ownership. The conversation also delves into the tax advantages of ESOPs for corporations, providing insights into when implementing an ESOP strategy makes the most sense. The guests share their expertise on the common challenges faced during the implementation and maintenance of ESOPs, offering practical advice for business owners. Tune in to discover the advantages of ESOPs and how they can positively impact your business.   Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR    Elevate and Exit: https://bit.ly/3xwKDsU  Libertas Wealth: https://bit.ly/3HpmN2o  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR For general financial educational ARTICLES: https://bit.ly/3VyJbzP For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk   Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U

In this episode of "Elevate Your Business," Adam chats with Michael Frew of Dev Driven Acquisitions to explore the world of digital business acquisitions. Michael shares his journey from the corporate sphere of software engineering to online business purchases. He discusses the benefits for IT professionals of acquiring established online businesses rather than starting from scratch, offering a practical perspective on career advancement and entrepreneurship. Michael also outlines his comprehensive 8-step framework for identifying, financing, and acquiring online companies. He provides insights into recent changes in the landscape, including new financing options and the implementation of AI in the acquisition process. With practical advice for IT professionals hesitant to enter this space, Michael explains the financing mechanisms and offers guidance to help listeners confidently step into the world of digital acquisitions. This episode is an informative resource for anyone interested in leveraging their IT skills to achieve business success through strategic acquisitions.   https://www.michaelfrew.com/    Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR    Elevate and Exit: https://bit.ly/3xwKDsU  Libertas Wealth: https://bit.ly/3HpmN2o  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR For general financial educational ARTICLES: https://bit.ly/3VyJbzP For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk   Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U

6In this episode Adam sits down with Greg Smith, VP of IPX1031, to unravel the complexities of 1031 exchanges and Delaware Statutory Trusts (DSTs). As experts in the field, Greg and his team help real estate sellers minimize tax liabilities and reinvest those savings into their next ventures, making these tools invaluable for savvy investors. Throughout their discussion, Adam and Greg explore how 1031 exchanges and DSTs function, detailing the processes and benefits. They explain how these strategies can be leveraged to create tax-free income and inheritance through real estate exchanges. Whether you're a seasoned investor or new to real estate, this episode offers practical insights into maximizing profits and securing your financial future through smart tax strategies. Tune in to discover how you can elevate your investment game with the right tools and knowledge.   https://www.ipx1031.com/    Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR    Elevate and Exit: https://bit.ly/3xwKDsU  Libertas Wealth: https://bit.ly/3HpmN2o  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR For general financial educational ARTICLES: https://bit.ly/3VyJbzP For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk   Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U

6In this episode of "Elevate Your Business," Adam sits down with Jody Grunden, Co-founder of Summit CPA Group and partner at Summit Virtual CFO by Anders. Summit Virtual CFO is recognized as the leading provider of virtual CFO services across North America, assisting over 100 businesses in maximizing profits, minimizing taxes, and increasing cash flow. Jody brings a wealth of expertise and experience to the conversation, offering invaluable advice for business owners looking to optimize their financial strategies.   During the discussion, Adam and Jody explore the most critical financial metrics every business owner should monitor. Jody explains how these metrics can be leveraged to drive profit growth and strategic decision-making. They also delve into the significance of building a positive employee culture, emphasizing the importance of intentional team building. Jody shares practical tips on how to create an engaged and motivated workforce, contributing to overall business success. Tune in for an episode filled with actionable insights and strategies to elevate your business to new heights.   Contact Jody: Jody@SummitCPA.net www.SummitCPA.net      Subscribe on YouTube: https://bit.ly/49fEWgj  Subscribe on Apple Podcasts:  https://apple.co/49AYmw4  Subscribe on Spotify: https://bit.ly/3T8JMGR    Libertas Wealth: https://bit.ly/3HpmN2o  For more VIDEO podcasts like this one: https://bit.ly/42uevkm For more AUDIO podcasts: https://bit.ly/3PHXHzo For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR For general financial educational ARTICLES: https://bit.ly/3VyJbzP For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk   Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U