The Thoughtful Entrepreneur

How to Prepare Your Home Services Business for a Successful Sale: Expert Insights from Joe Bergin of Commonwealth M&AIn this episode, host Josh Elledge interviews Joe Bergin, Co-founder of Commonwealth M&A, about how home services business owners—such as those in HVAC, plumbing, electrical, roofing, or landscaping—can prepare their companies for a successful sale. With his blend of blue-collar roots and M&A expertise, Joe shares how to transform years of hard work into a legacy-defining exit. He provides straightforward, actionable advice to help business owners position their companies for maximum value and long-term success.Preparing for the “Deal of a Lifetime”Joe explains that selling a home services business isn’t something to rush—it’s a process that ideally begins three to five years before you plan to exit. Investors are drawn to these companies for their recurring revenue, resilience, and workforce stability, but only if the business can operate independently of its owner. To increase your company’s value, Joe recommends shifting from an owner-operator mindset to that of an asset manager—documenting systems, empowering leaders, and ensuring your business thrives without daily oversight.Financial clarity is equally vital. Moving from cash-based to accrual accounting and cleaning up your financial records gives buyers confidence and accurately reflects your company’s true performance. Joe emphasizes the power of predictable, recurring revenue through maintenance contracts and service plans, which not only stabilize cash flow but also make your business more attractive to investors seeking long-term value.Ultimately, Joe’s message is about intentional preparation. By treating your company as a scalable asset, investing in your people, and planning early, you’ll attract premium buyers and secure better terms. With experienced advisors like Commonwealth M&A guiding the process, home services business owners can navigate the complexities of selling while protecting the legacy they’ve built.About Joe BerginJoe Bergin is the Co-founder of Commonwealth M&A, a boutique mergers and acquisitions firm that helps home services business owners plan and execute profitable exits. Combining blue-collar experience with corporate M&A strategy, Joe specializes in helping entrepreneurs turn their businesses into sellable assets that deliver maximum value and freedom.About Commonwealth M&ACommonwealth M&A is a boutique advisory firm serving small to mid-sized home services companies. By limiting the number of clients each year, they provide high-touch, customized support through every stage of the M&A process—from readiness assessment and valuation to negotiation, due diligence, and closing. Their mission: helping business owners achieve their “deal of a lifetime.”Links Mentioned in This EpisodeCommonwealth M&A WebsiteJoe Bergin LinkedIn ProfileKey Episode HighlightsWhy home services companies are in high demand among investorsFour key steps to prepare for a successful saleHow accrual accounting boosts credibility and valuationThe importance of recurring revenue and team empowermentWhy early preparation leads to stronger deals and smoother transitionsConclusionSelling your business is one of the most impactful financial decisions you’ll ever make. Joe Bergin’s advice underscores the importance of early preparation, strong systems, and a clear exit...

Navigating the Next Phase: Kelly O’Neil’s Expert Guide for Gen X Entrepreneurs Seeking Purpose and LegacyIn this episode, host Josh Elledge interviews Kelly O’Neil, founder of Phoenix Growth Partners, Inc. and host of the Epic AF Podcast. Kelly draws from her decades of experience helping Gen X entrepreneurs reinvent success, sharing powerful strategies for scaling with purpose and building legacy-driven businesses. She explores how shifting priorities, changing work dynamics, and emotional growth converge in midlife entrepreneurship—and how to align your next chapter with meaning, freedom, and impact.Redefining Success for the Next ChapterKelly explains that many Gen X entrepreneurs reach a crossroads after years of building businesses, raising families, and achieving traditional success. This phase isn’t about burnout—it’s about evolution. Entrepreneurs begin asking deeper questions: Is this still fulfilling? What legacy am I creating?Her solution is the EPIC Framework, which helps business owners identify their purpose (why they’re here), genius (their unique way of creating value), and desires (what they want now). By aligning these three elements, leaders can pivot or scale their businesses intentionally—designing models that reflect who they’ve become, not just who they were when they started.Kelly emphasizes that the old hustle mentality no longer works. Instead, she encourages business owners to embrace flow, leverage experience over effort, and focus on building sustainable systems that support both business success and personal fulfillment. Her message: “You don’t have to grind harder to grow—you just have to evolve how you lead.”About Kelly O’NeilKelly O’Neil is the founder of Phoenix Growth Partners, Inc., a strategist, speaker, and best-selling author who helps entrepreneurs scale purposefully while reclaiming their joy and impact. As the host of the Epic AF Podcast, she blends business strategy with personal transformation, guiding leaders to design the next phase of their success with clarity and confidence.About Phoenix Growth Partners, Inc.Phoenix Growth Partners empowers established entrepreneurs to redefine growth through strategic realignment, leadership evolution, and business transformation. The firm helps Gen X founders pivot from hustle to harmony by creating sustainable, scalable business models aligned with their evolving goals and values. Learn more at kellyoneil.com.Links Mentioned in This Episodekellyoneil.com WebsiteKelly O'Neil LinkedIn ProfileKey Episode HighlightsThe EPIC Framework: purpose, genius, and desire as a foundation for growthWhy the old hustle model doesn’t work for today’s entrepreneursHow to align your business model with your life’s next chapterThe importance of emotional and identity transitions in entrepreneurshipPractical steps for Gen X founders to scale, pivot, or plan their legacyConclusionKelly O’Neil reminds listeners that reinvention isn’t failure—it’s the natural evolution of successful entrepreneurship. By honoring your shifting values, leveraging your experience, and building structures that support freedom, you can create your most impactful chapter yet. The key to legacy isn’t working harder—it’s working truer to who you’ve become.🎧 More from The Thoughtful...

Unlocking Sustainable Growth for Service-Based Businesses: Insights from Michael WalshIn this episode, host Josh Elledge interviews Michael Walsh, President and Founder of Walsh Business Growth Institute. Michael shares insights from over 30 years of helping service-based businesses scale successfully while keeping their people, purpose, and processes aligned. The discussion explores the stages where businesses typically plateau, the impact of AI and generational shifts, and how leaders can empower their teams to drive sustainable growth.Building People-First Growth SystemsMichael explains that most service-based companies hit growth ceilings around $2M, $5M, $10M, and $20M in revenue — not because of lack of opportunity, but because their structures can’t keep up. As businesses scale, leaders often tighten control, adding more rules and oversight. Instead, sustainable growth requires empowerment — giving talented teams autonomy, clarity, and purpose.He emphasizes that today’s workforce, especially Millennials and Gen Z, values trust, flexibility, and inclusion. Leaders must evolve from top-down management to coaching, mentorship, and development. Post-pandemic realities and rapid AI adoption have further transformed how businesses operate, making adaptability and people-first systems non-negotiable.Drawing from his new book, Freedom by Design, Michael outlines four behavioral pillars of successful growth: understanding individual strengths, building complementary teams, fostering supportive environments, and maintaining flexible structures. His approach helps leaders break through plateaus and rediscover the joy of business ownership by creating alignment between people, purpose, and performance.About Michael WalshMichael Walsh is the President and Founder of Walsh Business Growth Institute and author of Freedom by Design: The Established Business Owner’s Guide to Grow, Make an Impact, and Find the Joy Again. With three decades of experience advising service-based organizations, Michael helps leaders navigate growth plateaus, empower their teams, and build businesses that thrive without burning out.About Walsh Business Growth InstituteThe Walsh Business Growth Institute helps established service-based companies overcome growth barriers through strengths-based strategy, leadership development, and structural optimization. Their customized programs empower business owners to scale intentionally, improve team performance, and create long-term operational freedom. Learn more at walshbusinessgrowth.com.Links Mentioned in This EpisodeWalsh Business Growth Institute WebsiteMichael Walsh LinkedIn ProfileKey Episode HighlightsThe four common growth plateaus service-based businesses faceWhy structure, not opportunity, limits growthHow generational shifts and AI are reshaping leadership and teamworkThe power of people-first systems and strengths-based leadershipPractical strategies for building sustainable, empowering business structuresConclusionMichael Walsh reminds leaders that growth is not about working harder — it’s about working smarter, with empowered people and adaptive systems. By understanding what truly drives your team, embracing flexibility, and leading with purpose, service-based business owners can scale sustainably while rediscovering fulfillment and joy in...

How to Scale Your Business with Purpose: In-Depth Insights from Tori BoatsIn this episode, host Josh Elledge interviews Tori Boats, business strategist, coach, and founder of toriboats.com. Tori shares how she built and scaled multiple companies—including an eight-figure business with 75 employees—and now helps entrepreneurs grow intentionally without sacrificing fulfillment. The conversation explores mindset, purpose, and systems, revealing how business owners can align personal values with sustainable growth.Scaling with Purpose: Aligning Mindset, Vision, and GrowthTori explains that most entrepreneurs don’t stop pushing after reaching success—they keep striving because they’re driven by impact, purpose, or the desire to reach their full potential. However, without clarity on why they’re growing, founders risk building businesses that drain them instead of fueling their lives. She emphasizes that scaling must start with self-awareness and a clear vision—“Are you building a business that serves your life, or one that takes it over?”Through her Visionary Advantage System, Tori helps leaders integrate mindset, vision, identity, and operations to scale sustainably. This framework encourages entrepreneurs to question long-held assumptions, upgrade their systems, and align teams around shared values. She also highlights common mistakes that keep businesses stuck—like over-relying on old strategies or neglecting personal balance—and shares practical steps for building resilient, purpose-driven organizations.Tori reminds founders that sustainable success requires integration: combining strategy and heart, systems and people, ambition and rest. Her approach bridges business excellence with personal alignment, offering a roadmap for leaders ready to scale beyond seven figures while maintaining joy, clarity, and freedom.About Tori BoatsTori Boats is a business strategist, coach, and founder of toriboats.com. With experience building multiple companies, including an eight-figure business, she now helps entrepreneurs scale with purpose through her Visionary Advantage System. Tori also hosts the Scale Right Revolution podcast, where she shares tools, insights, and stories that empower business owners to grow sustainably and intentionally.About ToriBoats.comToriBoats.com provides strategy, coaching, and resources for entrepreneurs seeking purposeful growth. Through programs, playbooks, and the Scale Right Revolution podcast, Tori’s platform helps founders overcome plateaus, strengthen leadership, and build thriving businesses that align with their lives and values.Links Mentioned in This EpisodeToriboats.com WebsiteTori Boats LinkedIn ProfileKey Episode HighlightsWhy purpose and mindset are essential for sustainable scalingHow the Visionary Advantage System helps align business and life goalsCommon mistakes that keep companies stuck at seven figuresThe importance of integrating systems, team culture, and leadership identityPractical strategies to scale intentionally without burnoutConclusionTori Boats challenges...

Unlocking Healthcare Data: Expert Insights from Jason Bryll of Parable AssociatesIn this episode, host Josh Elledge interviews Jason Bryll, Founder and CEO of Parable Associates, a company helping healthcare organizations harness their data for growth, efficiency, and better patient outcomes. Jason discusses how healthcare’s complex data systems—spanning patients, payers, and providers—can be transformed into powerful strategic assets. The conversation explores modern data infrastructure, AI adoption, and how healthcare leaders can turn information into action.Turning Healthcare Data into a Strategic AdvantageJason explains that healthcare organizations deal with some of the most fragmented and regulated data ecosystems of any industry. With multiple payment sources, strict HIPAA compliance, and disconnected systems, many practices struggle to translate data into actionable insights. Through Parable Associates, Jason helps clients design robust, scalable data infrastructures that unify information from EHRs, practice management tools, and claims systems to create real-time visibility into operations.He highlights how modern tools like Microsoft Fabric, Databricks, and Snowflake are transforming how providers process and analyze information. By automating data pipelines, implementing AI-driven analytics, and empowering teams with dashboards, healthcare organizations can reduce claim denials, improve revenue cycles, and accelerate cash flow. Jason emphasizes that true transformation begins with data governance—ensuring clean, accessible, and secure data before layering on advanced analytics.Ultimately, Parable’s approach is rooted in measurable ROI. From reducing days sales outstanding (DSO) to uncovering revenue bottlenecks, their systems deliver tangible results. Jason advises healthcare executives to start with a specific business problem—such as cash flow or patient scheduling—and build data strategies around it. “Better reporting is like giving staff a utility belt,” he says. “It equips them to solve problems faster and with more confidence.”About Jason BryllJason Bryll is the Founder and CEO of Parable Associates, where he helps large healthcare organizations transform fragmented data into operational insights. With deep experience in analytics, systems design, and healthcare finance, Jason has worked with providers nationwide to improve data quality, cash flow, and performance through tailored, scalable solutions.About Parable AssociatesParable Associates specializes in healthcare analytics and data engineering, helping medical groups, hospitals, and specialty providers build scalable data ecosystems. The firm designs client-owned systems that unify data across clinical, operational, and financial functions, delivering clear insights and measurable ROI. Learn more at parableassociates.com.Links Mentioned in This EpisodeParable AssociatesConnect with Jason Bryll on LinkedInKey Episode HighlightsWhy healthcare data is uniquely complex and siloedHow to build scalable, secure data infrastructureUsing analytics to improve cash flow and reduce claim delaysPractical applications of AI and modern BI platformsHow Parable Associates delivers measurable ROI through dataActionable advice for healthcare leaders and data teamsConclusionJason Bryll’s insights...

Optimizing Software Development in Non-Tech Enterprises: Lessons from Nate Amidon of Form100 ConsultingIn this episode, host Josh Elledge interviews Nate Amidon, Founder and CEO of Form100 Consulting and Lieutenant Colonel in the Air Force Reserves. Nate shares how his background in both military leadership and enterprise consulting informs his approach to optimizing software development in non-tech organizations. From process mapping to team structure, he offers practical strategies for business leaders looking to improve efficiency, clarity, and scalability in their software operations.Optimizing Software in Non-Tech EnvironmentsNate explains that many organizations—manufacturers, service providers, and consumer brands—struggle with software development because it’s not their core business. These companies often lack visibility into progress, rely on legacy processes, and face alignment issues across teams. His firm, Form100 Consulting, helps such enterprises identify bottlenecks, streamline workflows, and adopt lean, agile, and AI-driven practices that improve delivery speed without sacrificing quality.By mapping out the current workflow, teams can uncover where time and resources are being lost. Nate emphasizes focusing on the true constraint rather than over-optimizing non-critical steps. He also warns against chasing “shiny object” tools or AI solutions that don’t solve the underlying process issues. Instead, organizations should apply AI incrementally to enhance existing systems.Drawing from his Air Force experience, Nate advocates for small, mission-focused teams—6 to 9 people—that communicate effectively and make decisions quickly. He stresses that sustainable improvement requires governance, ownership, and regular review. Ultimately, success comes from aligning teams, measuring progress, and committing to continuous improvement—much like in a high-performing military unit.About Nate AmidonNate Amidon is the Founder and CEO of Form100 Consulting, a firm that helps non-software-first enterprises optimize their software development processes. A Lieutenant Colonel in the U.S. Air Force Reserves, Nate combines military leadership principles with enterprise strategy to help teams increase alignment, efficiency, and long-term performance.About Form100 ConsultingForm100 Consulting partners with major enterprises—including Hershey, Boeing, Rite Aid, and Alaska Airlines—to modernize software development practices through process improvement, agile adoption, and data-driven transformation. The firm’s mission is to bring structure, clarity, and sustainable efficiency to organizations where software is a critical enabler—not the core product.Links Mentioned in This EpisodeForm100 Consulting WebsiteNate Amidon LinkedIn ProfileKey Episode HighlightsCommon software challenges in non-tech companiesHow to identify and fix bottlenecks in development workflowsThe value of lean and agile principles for non-software teamsIncremental, ROI-focused AI integrationBuilding and scaling small, high-performing teamsApplying military leadership lessons to software developmentConclusionNate Amidon’s insights bridge the gap between military precision and corporate innovation. By mapping processes, focusing on constraints, and scaling teams thoughtfully, businesses can transform software development from a bottleneck into a competitive advantage. His pragmatic, data-driven approach helps leaders cut through...

Raising Capital and Building Sustainable Companies: Insights from Dr. Thomas Powell of The Founder’s OfficeIn a recent episode, host Josh Elledge sat down with Dr. Thomas Powell, founder and CEO of The Founder’s Office, to discuss what it really takes to raise capital, refine business models, and build sustainable ventures in today’s competitive market. With decades of experience in entrepreneurship, investment, and advising founders, Dr. Powell offers a rare blend of strategic insight and practical wisdom for business leaders at every stage of their journey.Navigating the Founder’s JourneyDr. Powell has dedicated his career to helping entrepreneurs overcome the biggest challenges in growing a business—securing funding, scaling operations, and achieving long-term impact. Through The Founder’s Office, his team partners with founders to refine business strategies, align with the right investors, and build the financial and operational foundations that sustain growth.He emphasizes that raising capital isn’t just about numbers—it’s about clarity, credibility, and communication. Founders who understand their business deeply and can articulate their vision effectively are far more likely to attract investors and strategic partners. Dr. Powell also highlights the importance of balance—focusing on both short-term wins and long-term resilience to ensure businesses thrive in any market condition.For emerging founders, Dr. Powell’s approach provides a roadmap: be data-driven, build meaningful relationships with investors, and never lose sight of your mission. The goal isn’t just to raise capital—it’s to build something that lasts.About Dr. Thomas PowellDr. Thomas Powell is the founder and CEO of The Founder’s Office, where he and his team help entrepreneurs raise capital, refine their business models, and create sustainable, impactful companies. With decades of experience as an investor and advisor, Dr. Powell has guided startups and established businesses through complex financial and operational challenges, always with a focus on strategic growth and long-term success.About The Founder’s OfficeThe Founder’s Office provides end-to-end advisory services for entrepreneurs, helping them navigate capital raises, improve business efficiency, and strengthen their organizational structures. The firm’s mission is simple: empower founders to make smarter decisions, attract the right investors, and scale responsibly. Learn more at www.founders-office.com/.Links Mentioned in This EpisodeThe Founders Office's WebsiteDr. Thomas Powell LinkedIn ProfileKey Episode HighlightsThe biggest mistakes founders make when raising capitalHow to communicate your business model to attract investorsThe importance of balancing short-term execution with long-term strategyBuilding investor trust through transparency and data-driven planningWhy sustainable growth beats fast, reactive scalingConclusionDr. Thomas Powell’s conversation with Josh Elledge underscores a vital truth: successful entrepreneurship isn’t about luck—it’s about preparation, clarity, and purpose. By combining strategic financial planning with a deep understanding of business fundamentals, founders can secure capital, scale effectively, and create companies that stand the test of time.🎧 More from The Thoughtful Entrepreneur🎙️ Want to...

How Outsourced Accounting Empowers SMBs: Insights from Rhett Molitor, CEO of Basis 365 AccountingIn this episode, host Josh Elledge interviews Rhett Molitor, CEO and co-founder of Basis 365 Accounting, to explore how outsourced accounting is transforming small and mid-sized businesses. Rhett shares how fractional accounting services help companies move beyond simple bookkeeping to strategic financial management. He also discusses how AI and automation are reshaping the accounting landscape and why proactive financial oversight is the key to scaling with confidence.The Shift to Strategic, Outsourced AccountingRhett Molitor founded Basis 365 Accounting in 2012 to fill a crucial gap for businesses earning between $1M–$20M in revenue—companies that have outgrown basic bookkeeping but don’t yet need a full-time accounting team. Instead of focusing on compliance alone, Basis 365 partners with CEOs to turn accounting into a growth lever.Molitor breaks accounting into four key levels: bookkeeper, accountant, controller, and CFO—each representing a stage of financial maturity. A proactive approach means using data for decision-making, forecasting cash flow, and improving profitability over time. He also cautions that while AI and automation have made accounting faster, expert human oversight remains essential for accuracy and strategy.For SMB leaders, Rhett’s message is clear: don’t treat accounting as an afterthought. It’s not just about managing expenses—it’s about creating visibility, confidence, and insight to drive growth. Partnering with the right fractional accounting team gives businesses access to senior-level expertise without the overhead of full-time hires.About the Rhett MolitorRhett Molitor is the co-founder and CEO of Basis 365 Accounting, a U.S.-based outsourced accounting firm specializing in digital agencies, SaaS companies, and consultancies. With over a decade of experience helping SMBs scale efficiently, Rhett champions proactive, transparent financial management supported by technology and expert insight.About the Basis 365 AccountingBasis 365 Accounting provides outsourced bookkeeping, accounting, and fractional CFO services designed for growth-focused businesses. By combining automation tools with expert financial guidance, Basis 365 helps companies gain clarity, reduce risk, and improve profitability. Learn more at basis365.com.Links Mentioned in This EpisodeBasic 365 Accounting WebRhett Molitor LinkedIn ProfileKey Episode HighlightsThe 4 levels of accounting: bookkeeper, accountant, controller, CFOWhy proactive financial management drives scalabilityHow AI and automation are reshaping accounting workflowsCommon pitfalls SMBs face when they “outgrow” basic bookkeepingActionable steps to make accounting a strategic business advantageConclusionOutsourced accounting isn’t just about saving money—it’s about gaining visibility, expertise, and strategic advantage. Rhett Molitor’s approach at Basis 365 Accounting shows that when SMBs invest in proactive financial systems and fractional expertise, they set the stage for smarter growth and long-term stability.🎧 More from The Thoughtful Entrepreneur🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here » a...

How to Build a Sustainable, Scalable Business: Insights from Young Han, Fractional COO/CFOIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Young Han, multi-entrepreneur, founder of Always Han and Thesis, and host of The Girl Dad Show. Young shares his experience as a fractional COO/CFO, helping companies between $10M and $100M in revenue make data-driven, sustainable growth decisions. The discussion dives into how founders can scale methodically, balance emotion with logic, and build systems that create long-term stability instead of short-term excitement.Building a Sustainable Business ModelYoung explains that scaling a business requires more than ambition—it requires structure, clarity, and discipline. As a fractional COO/CFO, he brings high-level strategy and operational focus to businesses that are ready to grow but not yet large enough for a full executive team. He emphasizes separating emotion from decision-making and using quantifiable data to guide growth, helping founders see where they can take calculated risks versus emotional leaps.A key part of his process is understanding the founder’s actual goals—whether it’s income, freedom, or eventual sale—and aligning operational and financial strategies around those priorities. Young believes in the power of methodical, “boring” business-building: creating repeatable systems, managing risk intelligently, and using debt strategically rather than emotionally. His philosophy proves that success doesn’t require chaos or constant reinvention—it comes from consistency, structure, and clear decision frameworks.Young also encourages founders to embrace what he calls “Built Boring,” a mindset focused on long-term results over flashy short-term wins. By grounding strategy in data and disciplined execution, leaders can create scalable businesses that endure—ones that don’t rely solely on the founder’s daily grind to survive.About Young HanYoung Han is a fractional COO/CFO, serial entrepreneur, and founder of Always Han, where he helps companies scale through structured financial and operational strategy. With a portfolio of over 20 growing businesses, Young specializes in guiding founders through the complexities of sustainable growth, decision frameworks, and strategic risk management. He is also the host of The Girl Dad Show, where he shares his insights on leadership, parenting, and entrepreneurship.About Always HanAlways Han is a business strategy and leadership development firm founded by Young Han, focused on helping entrepreneurs and business owners scale sustainably through data-driven decision-making, operational clarity, and financial discipline. By offering fractional COO/CFO services, personalized coaching, and educational resources, Always Han empowers founders to separate emotion from strategy and build businesses that endure. Through frameworks, tools, and real-world insights, Always Han helps leaders grow logically, lead confidently, and achieve sustainable success.Links Mentioned in This EpisodeAlways Han WebsiteYoung Han LinkedIn ProfileKey Episode HighlightsFractional executives bring strategic expertise without full-time cost.Founders must separate emotion from data when making big decisions.Sustainable scaling means building “boring,” repeatable systems.Understand your risk tolerance—debt can be a powerful growth tool if used wisely.Success is built through structure, consistency,...

The Power of Personalized Employee Benefits: Insights from Jordan Peace, CEO & Co-founder of FringeIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Jordan Peace, CEO and Co-founder of Fringe, a platform transforming how companies design and deliver employee benefits. Jordan shares how Fringe helps employers create personalized, meaningful, and easy-to-manage benefit programs that boost engagement and retention. The conversation explores the rise of lifestyle benefits, the limitations of traditional programs, and why personalization and simplicity are key to supporting today’s workforce.Rethinking Employee Benefits for the Modern WorkforceJordan explains that traditional benefits—like health insurance and retirement plans—only help employees in moments of crisis, leaving a gap in daily well-being. Modern workers expect more personalized, relevant benefits that support their everyday lives and families. That’s where Fringe comes in: a lifestyle benefits platform that consolidates hundreds of perks—from streaming subscriptions and meal delivery to childcare and wellness services—into one intuitive system.The platform empowers employees to choose benefits that matter most to them using company-funded “Fringe Points.” This personalization drives engagement and makes employees feel genuinely valued, while employers gain insight into benefit usage and preferences. Jordan also highlights Fringe’s Four-Filter Approach—focusing on offerings that save time, reduce stress, impact families, and spark joy—ensuring that every benefit delivers real value.Instead of offering generic cash bonuses or one-size-fits-all perks, Jordan emphasizes the emotional and cultural impact of personalized benefits. They foster connection, increase retention, and create what he calls a “flywheel of engagement.” With Fringe, companies of any size—from startups to global enterprises—can offer world-class benefits that elevate employee experience while simplifying HR management.About Jordan PeaceJordan Peace is the CEO and Co-founder of Fringe, an innovative benefits platform that helps companies offer personalized, lifestyle-based perks to their employees. With a background in financial planning and a passion for people-first culture, Jordan is redefining how organizations think about employee engagement, recognition, and well-being in the modern workplace.About FringeFringe is an employee benefits platform that consolidates rewards, recognition, wellness programs, and lifestyle perks into one seamless experience. Through the use of customizable “Fringe Points,” employees choose benefits that fit their individual needs—ranging from mental health apps to travel experiences. By simplifying benefit management and emphasizing personalization, Fringe helps companies of all sizes attract, retain, and support happier, more engaged teams. Visit https://www.fringe.us/ to learn more.Links Mentioned in This EpisodeJordan Peace LinkedIn ProfileFringe WebsiteKey Episode HighlightsTraditional benefits often miss the mark—employees want support that improves daily life.Fringe’s platform personalizes perks using “Fringe Points,” empowering employee choice.The Four Filters—time savings, stress reduction, family impact, and joy creation—guide benefit selection.Personalized benefits boost engagement and retention far more effectively than cash...

Proactive Financial Strategy for Business Owners: Insights from Claudio Gambin of GFG SolutionsIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Claudio Gambin, CEO and Founder of GFG Solutions, about transforming the way business owners approach financial planning. Claudio shares how his flat-fee, strategy-first model helps entrepreneurs—especially in construction and trades—optimize taxes, protect assets, and plan for the future with transparency and confidence. The discussion focuses on actionable strategies for smarter business finances and building companies with long-term value in mind.Redefining Financial Strategy for Business GrowthClaudio explains how his frustration with the traditional commission-based financial model led him to launch GFG Solutions—a firm that provides conflict-free, strategy-only advising. By removing product sales incentives, Claudio’s team delivers truly unbiased, actionable guidance focused on measurable results rather than commissions. His client base primarily includes construction and trade business owners, where GFG’s deep industry knowledge allows for highly tailored tax and financial strategies.A cornerstone of GFG’s process is proactive tax planning, which goes beyond end-of-year accounting. Claudio emphasizes meeting with advisors early to forecast income, identify credits like R&D, and maximize depreciation and deductions. He also highlights the power of long-term exit planning, helping business owners build companies that run smoothly without them—boosting enterprise value whether they plan to sell or not.What truly sets GFG apart is its boutique approach—serving only about 30 clients at a time to ensure a deep, personalized partnership. The firm collaborates directly with each client’s CPA, attorney, and internal team to execute strategies and deliver results. For Claudio, financial advising isn’t just about saving money—it’s about creating clarity, security, and flexibility for business owners who want to grow with purpose.About Claudio GambinClaudio Gambin is the CEO and Founder of GFG Solutions, based in Orlando, Florida. With a background in wealth management and a passion for helping entrepreneurs, Claudio specializes in strategy-first financial planning for business owners in construction and trades. His mission is to empower clients with transparent, conflict-free advice that drives profitability, reduces tax burdens, and prepares businesses for sustainable, long-term success.About GFG SolutionsGFG Solutions is a financial strategy firm providing flat-fee, strategy-only services for business owners. The company focuses on proactive tax planning, asset protection, growth strategy, and exit planning—helping entrepreneurs build stronger, more valuable businesses. By working collaboratively with clients’ existing advisors, GFG ensures every financial decision aligns with long-term goals. Learn more at https://gfgsolutions.com/.Links Mentioned in This EpisodeGFG Solutions WebsiteClaudio Gambin LinkedIn ProfileKey Episode HighlightsClaudio shares how transparency and specialization can redefine trust in financial advising.He breaks down proactive tax strategies, including early income projections, tax credits, and accelerated depreciation.Discussion on why construction and trade...

Unlocking Business Growth with Yuliia Solovyeva of CSV GroupIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Yuliia Solovyeva, CEO of CSV Group, about how companies can accelerate growth through smarter strategy, psychology, and AI integration. Yuliia shares her expertise in helping startups and global brands enter new markets, win public tenders, and scale operations sustainably. The discussion offers actionable advice for business leaders looking to combine human insight with data-driven systems for measurable results.How Understanding People and Processes Drives GrowthYuliia explains that sustainable business growth starts with understanding people—whether clients, partners, or teams. She introduces transactional analysis, a psychological framework that helps leaders recognize communication patterns and tailor their approach for better outcomes. By identifying whether someone is operating from a directive, logical, or emotional mindset, entrepreneurs can improve negotiations, build stronger relationships, and resolve conflicts effectively.She also highlights CSV Group’s hands-on approach to business development, embedding its experts directly into client operations to deliver real, measurable results. From crafting go-to-market strategies to managing public and commercial tenders, the firm supports clients through every step of the process. Their blend of strategic execution, legal expertise, and AI-driven automation helps businesses streamline operations and open new revenue channels globally.AI, Yuliia explains, is not a replacement for human connection—it’s a tool to amplify efficiency and insight. By automating repetitive processes and analyzing customer data, companies can free up teams to focus on creativity, strategy, and relationship-building. With the right balance of human intelligence and AI capability, businesses can scale faster and compete more effectively across markets.About Yuliia SolovyevaYuliia Solovyeva is the CEO of CSV Group, a business development leader helping companies expand internationally through psychology-based strategy, market entry expertise, and AI-powered optimization. With deep experience in both corporate and entrepreneurial settings, Yuliia focuses on practical execution—turning insights into measurable outcomes that drive sustainable growth.About CSV GroupCSV Group is a global business development firm specializing in helping startups and enterprises scale across new markets. The company provides go-to-market strategy, tender support, CRM automation, and AI-driven process optimization. By integrating legal, compliance, and strategic expertise, CSV Group ensures its clients achieve tangible, lasting growth. Learn more at thecsvgroup.com.Links Mentioned in This EpisodeYuliia Solovyeva on LinkedInCSV Group WebsiteKey Episode HighlightsYuliia shares how understanding psychology through transactional analysis helps leaders communicate and negotiate more effectively.She explains CSV Group’s unique hands-on approach, embedding business development experts directly into client teams.Discussion on leveraging AI to enhance efficiency, automate processes, and free up teams for strategic work.Yuliia details how public and commercial tenders can accelerate growth and...

Mastering Modern PR in the Age of AI: Expert Insights from Amy Rosenberg of VeracityIn an era where AI and digital media are rewriting the rules of communication, modern PR demands more strategy, agility, and authenticity than ever. In this episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Amy Rosenberg, Founder and President of Veracity, to explore how small businesses and PR professionals can adapt to today’s fast-changing media landscape. Amy shares actionable tactics for building credibility, leveraging AI, and crafting stories that truly resonate with audiences.The Future of PR in a Digital-First WorldAmy explains that public relations has shifted from focusing solely on press releases and media placements to building holistic brand visibility across multiple platforms. In today’s fast-changing world, credibility and consistency are the new currencies of PR success. She introduces the emerging concept of Generative Engine Optimization (GEO)—the process of optimizing your brand’s presence not only for Google but also for AI-driven search tools like ChatGPT. By creating high-value, trustworthy content, brands can ensure they show up in AI-generated responses that influence decision-making.For small businesses, Amy offers practical ways to take control of their own PR efforts. She encourages using editorial calendars to time pitches with industry trends, focusing on earned media rather than paid placements, and telling authentic, human-centered stories. Even without a large budget, entrepreneurs can make an impact by consistently sharing relevant insights and staying connected to their audience’s needs.Amy emphasizes that while technology like AI is transforming PR, the human element remains irreplaceable. Storytelling, emotional intelligence, and relationship-building still drive meaningful visibility and trust. By blending smart digital strategies with authentic communication, brands can thrive in an AI-powered, content-saturated world.About Amy RosenbergAmy Rosenberg is the Founder and President of Veracity, a Portland-based public relations and digital marketing agency. With over two decades of experience, Amy helps organizations and PR professionals navigate modern media through strategic communication, training, and her acclaimed book A Practical Guide to Public Relations for Businesses, Nonprofits, and PR Leaders.About VeracityVeracity is a PR and digital marketing agency specializing in strategic communications, media relations, and reputation management. The firm empowers businesses and marketing leaders to build credibility, enhance visibility, and connect meaningfully with their audiences. Learn more and access free resources at www.veracityagency.com/.Links Mentioned in This EpisodeAmy Rosenberg on LinkedInVeracity WebsiteKey Episode HighlightsPR success in 2024 depends on credibility, consistency, and digital visibility.Generative Engine Optimization (GEO) is the next evolution of PR and SEO strategy.Small businesses can leverage editorial calendars and strong storytelling to earn coverage.Earned media delivers more long-term value than paid placements.AI tools are powerful, but authentic...

Maximizing Business Efficiency with Outsourcing and AI: Insights from Adam O’Connor of Gear Inc.In today’s fast-paced business world, balancing growth, customer satisfaction, and operational efficiency is more challenging than ever. In this episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Adam O’Connor, Chief Commercial Officer at Gear Inc., to explore how outsourcing and AI can help businesses scale without sacrificing quality. Adam shares how Gear Inc. combines global expertise and advanced technology to deliver customer support solutions that strengthen operations and empower internal teams.Building Smarter Businesses Through Outsourcing and AIAdam explains that outsourcing is no longer a cost-cutting tactic but a strategic enabler for companies of all sizes. By partnering with experienced business process outsourcing (BPO) providers, companies can access global talent, improve service quality, and focus on high-value initiatives. Gear Inc. operates across 24 countries, offering multilingual support in over 75 languages, and tailors its services to align seamlessly with each client’s workflow.While AI continues to revolutionize customer support, Adam emphasizes that technology alone can’t replace human connection. Gear Inc. integrates AI tools to automate repetitive tasks and analyze customer data, but its focus remains on empathy-driven communication and personalized service. “AI enhances efficiency, but it’s the people behind it who make customer experiences meaningful,” Adam says.For leaders considering outsourcing, preparation and partnership are key. Adam advises documenting clear processes, defining expectations, and viewing outsourcing as a collaboration—not just a transaction. Businesses that approach BPO strategically can unlock scalability, consistency, and the flexibility needed to thrive in a competitive market.About Adam O’ConnorAdam O’Connor is the Chief Commercial Officer at Gear Inc., a global business process outsourcing company helping organizations streamline operations through AI integration and human-centric customer support. With extensive experience in scaling multinational teams, Adam specializes in helping brands achieve operational excellence and build customer loyalty worldwide.About Gear Inc.Gear Inc. is a global BPO leader offering outsourcing solutions for customer support, trust and safety, social media management, and software development. With a presence in 24 countries and support for over 75 languages, Gear Inc. helps businesses optimize performance, reduce costs, and deliver exceptional customer experiences. Learn more at www.gearinc.com.Links Mentioned in This EpisodeAdam O’Connor on LinkedInGear Inc. WebsiteKey Episode HighlightsOutsourcing is a strategic growth driver, not just a cost-saving measure.AI enhances efficiency but human empathy remains essential in customer experience.Gear Inc. operates in 24 countries with multilingual support for global scalability.Success in outsourcing requires clear documentation, defined goals, and partnership.Combining AI insights with human expertise helps businesses scale sustainably.ConclusionThis conversation highlights how outsourcing and AI can transform the way companies scale, communicate, and deliver...

The Five Human Skills AI Cannot Automate: Insights from Steff VanhaverbekeAs AI continues to reshape industries and redefine the future of work, many professionals are asking the same question: what makes us truly irreplaceable? In this episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Steff Vanhaverbeke, AI Adoption Coach, lecturer, and author of Being Replaced: The Five Human Skills AI Cannot Automate. Steff explains how humans can thrive alongside AI by developing key meta-skills—flexible thinking, emotional intelligence, collaboration, intuition, and innovation—that machines simply can’t replicate.Thriving in the Age of AISteff shares her belief that AI isn’t replacing humans—it’s reshaping how we work and what we value. Rather than resisting automation, she encourages professionals to see it as an opportunity to elevate their uniquely human strengths. She dives into the “five meta-skills” that keep us relevant and adaptable: thinking creatively under pressure, empathizing deeply with others, collaborating effectively across diverse teams, trusting intuition in complex decisions, and driving innovation through curiosity and risk-taking.The conversation also explores how organizations can cultivate these qualities in their teams. Steff emphasizes the need for leaders to balance technology adoption with emotional awareness and to create cultures where both people and AI can contribute meaningfully. Her insights offer a roadmap for future-proofing careers and companies in an AI-driven economy.About Steff VanhaverbekeSteff Vanhaverbeke is an AI Adoption Coach, business lecturer, and author of Being Replaced: The Five Human Skills AI Cannot Automate. She helps organizations and professionals embrace AI responsibly while developing the human-centered skills that drive creativity, collaboration, and purpose in the modern workplace.About Coach SteffCoach Steff, founded by Steff Vanhaverbeke, helps individuals and organizations thrive in the era of AI through coaching, workshops, and thought leadership. Her programs focus on balancing human potential with technological progress—empowering professionals to cultivate emotional intelligence, adaptability, and creativity while integrating AI responsibly. Learn more at coachsteff.live.Links Mentioned in This EpisodeSteff Vanhaverbeke on LinkedInCoach Steff WebsiteKey Episode HighlightsWhy AI is a catalyst for human reinvention, not replacement.The five meta-skills that set humans apart from AI.How to build emotional intelligence and flexible thinking in the workplace.The importance of collaboration and intuition in decision-making.Actionable ways to integrate AI while strengthening human creativity.ConclusionSteff Vanhaverbeke reminds us that the future of work isn’t about competing with AI—it’s about collaborating with it. By mastering the skills that machines can’t automate, professionals can unlock deeper purpose, creativity, and connection in their work. As AI continues to evolve, those who focus on human-centered growth will lead the way into a more balanced and inspired future.🎧 More from UpMyInfluence:🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here »

How to Safely and Strategically Adopt AI in Your Organization: Expert Insights from Lexi Reese, CEO of LanaiArtificial intelligence is reshaping the modern workplace faster than any technology before it. But as companies rush to integrate AI, many leaders struggle with how to adopt it responsibly—balancing innovation, security, and ethics. In this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Lexi Reese, Co-Founder and CEO of Lanai, an AI-native observability and security platform. Lexi shares practical insights on how organizations can safely manage, monitor, and scale AI adoption without compromising data integrity or trust.Leading AI Adoption ResponsiblyLexi explains that the most successful companies treat AI not just as a set of tools, but as part of their workforce—a powerful digital team member that requires oversight, structure, and accountability. She emphasizes that AI must be “hired” into an organization with defined roles, clear expectations, and measurable outcomes. Just as leaders track employee performance, they must also monitor how AI performs, adapts, and impacts real-world results.Visibility, Lexi notes, is essential for responsible AI use. Many organizations don’t know which departments are using AI, how data is being handled, or where security risks exist. Lanai’s technology helps leaders map and monitor AI usage across their companies—identifying risks, preventing data leaks, and ensuring compliance with privacy laws. This proactive approach transforms uncertainty into insight, allowing innovation to flourish safely.Beyond technology, Lexi encourages leaders to consider the human element of AI integration. By prioritizing education, ethical standards, and collaboration between business and compliance teams, organizations can create a culture of trust and accountability. Responsible AI adoption isn’t about slowing progress—it’s about making innovation sustainable, secure, and beneficial for everyone.About Lexi ReeseLexi Reese is the Co-Founder and CEO of Lanai, an AI-native observability and security platform helping organizations safely adopt and manage AI. With a background that spans leadership roles at Google, Gusto, and public service, Lexi is known for her expertise in building ethical technology systems that empower teams and protect businesses.About LanaiLanai is an AI observability and security platform designed to help organizations monitor, govern, and scale AI adoption responsibly. Built for visibility and control, Lanai enables companies to detect risks, enforce compliance, and ensure ethical AI use across all departments. Learn more at lanai.com.Links Mentioned in This EpisodeLexi Reese on LinkedInLanai WebsiteKey Episode HighlightsWhy organizations must treat AI like a workforce, not just a tool.The importance of visibility and observability in AI adoption.Common AI risks—from data exposure to compliance violations—and how to prevent them.How Lanai helps companies balance innovation with ethical and secure AI use.Actionable steps for leaders to define, measure, and improve AI’s role in their operations.ConclusionLexi Reese’s insights remind us that AI’s potential is only as powerful as the systems and ethics guiding it. By combining strategic visibility, thoughtful oversight, and a culture of accountability, leaders can ensure AI strengthens—rather than compromises—their...

How to Automate Payroll Review and Prevent Costly Mistakes: Insights from Yuval Brot, CEO of CeleryPayroll is one of the most complex and error-prone functions in any business, yet it’s critical to get it right every time. In this episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Yuval Brot, Co-Founder and CEO of Celery, to explore how automation is reshaping payroll management. Yuval discusses how Celery helps organizations detect payroll errors before they happen, improving accuracy, compliance, and financial efficiency for teams of all sizes.The Future of Payroll: Why Automation MattersYuval explains that manual payroll review processes are highly inefficient and often lead to costly mistakes. As businesses grow, the sheer volume of data—from hourly time entries to overtime calculations—makes manual review nearly impossible to manage effectively. Payroll errors not only drain revenue but also damage employee trust and morale, making accuracy a critical part of organizational health.Celery’s automation technology scans payroll data in seconds, flagging potential issues such as duplicate payments, incorrect tax calculations, or inconsistencies in hours worked. Instead of reviewing every entry, HR and finance teams can focus on the exceptions that matter most. This dramatically reduces time spent on reviews while improving compliance and peace of mind.Beyond efficiency, Yuval highlights the human side of payroll automation. When payroll runs smoothly, employees get paid correctly and on time, and leaders can focus on strategic growth rather than damage control. Automation isn’t just about technology—it’s about creating trust, stability, and long-term financial sustainability across the organization.About Yuval BrotYuval Brot is the Co-Founder and CEO of Celery, a financial technology company dedicated to transforming how businesses manage payroll review and compliance. With years of experience in finance and data analytics, Yuval helps companies automate error detection, reduce payroll risk, and build smarter, more efficient operations.About CeleryCelery is an AI-powered platform that automates payroll review, helping organizations prevent costly errors before payments are processed. Designed to work with existing payroll systems, Celery identifies anomalies, detects potential fraud, and streamlines financial controls for growing businesses. Learn more at www.celeryway.com.Links Mentioned in This EpisodeYuval Brot on LinkedInCelery WebsiteKey Episode HighlightsThe biggest risks in payroll come from manual data entry and time tracking errors.Why automation is essential for scaling accurate and compliant payroll systems.How Celery flags anomalies in seconds, saving finance teams hours of review time.The financial and cultural impact of preventing payroll mistakes before they happen.The future of AI in finance and how Celery plans to expand automation into broader financial controls.ConclusionYuval Brot’s insights reveal that payroll accuracy isn’t just about compliance—it’s about trust, culture, and financial stewardship. By leveraging automation, businesses can eliminate costly errors, safeguard employee confidence, and free up resources to focus on growth. Whether you manage payroll in-house or through a provider, automation tools like Celery make it possible to review with precision and...

The Transformative Power of Whole-Person Mentoring: Lessons from Ryan King of Ardent MentoringIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Ryan King, Co-Founder and CEO of Ardent Mentoring, a nonprofit organization that connects impact-driven entrepreneurs with faith-based mentors. Ryan shares how Ardent’s “whole-person” mentoring approach helps leaders integrate faith, family, and purpose with professional growth. The conversation explores how mentorship can restore balance, build resilience, and inspire generosity in both business and life.Mentoring the Whole PersonRyan explains that true success goes beyond revenue—it’s about becoming the kind of person who can sustain success. Through Ardent Mentoring, leaders are paired with seasoned mentors who focus on faith, family, and identity alongside strategic growth. This holistic approach ensures entrepreneurs don’t just build profitable businesses—they build meaningful lives.He describes how mentorship fosters accountability, vulnerability, and emotional well-being. Entrepreneurs often operate in isolation, but having a trusted guide provides both wisdom and community. Mentors offer perspective not only on business challenges but also on personal development and spiritual alignment.Ryan also emphasizes servant leadership and generosity as cornerstones of sustainable impact. By putting others first, empowering teams, and modeling humility, leaders can create ripple effects of growth and transformation across their organizations and communities.About Ryan KingRyan King is the Co-Founder and CEO of Ardent Mentoring, a nonprofit connecting high-capacity entrepreneurs with faith-driven mentors. With a background in business leadership and spiritual development, Ryan is passionate about helping leaders integrate purpose and performance through whole-person mentoring.About Ardent MentoringArdent Mentoring bridges the gap between business success and personal fulfillment. Its mission is to support entrepreneurs through confidential, one-on-one mentoring relationships that integrate professional strategy, faith, and life purpose. Learn more or get involved at ardentmentoring.org.Links Mentioned in This EpisodeRyan King on LinkedInArdent Mentoring WebsiteKey Episode HighlightsThe importance of whole-person mentoring that integrates faith, family, and leadership.How vulnerability and community combat entrepreneurial isolation.Servant leadership as a foundation for sustainable growth and culture.The power of non-dualistic thinking in navigating leadership challenges.Why generosity and mentorship are essential for long-term impact.ConclusionRyan King’s perspective on whole-person mentorship challenges leaders to redefine success—not as achievement alone, but as alignment of purpose, relationships, and service. His work through Ardent Mentoring demonstrates that when leaders grow in both heart and skill, they build businesses that create lasting impact. True transformation begins when we lead with humility, connect with community, and measure success by how much good we do in the world.🎧 More from UpMyInfluence:🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here »

The Power of Purpose-Driven Storytelling: Expert Insights from Renee FrojoIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Renee Frojo, Founder of A Good Reputation and a leading brand storyteller and content strategist. Renee shares her journey from journalism to entrepreneurship and explains how purpose-driven storytelling helps brands build emotional connections, inspire loyalty, and stand out in a crowded marketplace. Her insights empower business owners and marketers to create narratives that not only attract attention but also drive authentic engagement and trust.Building an Authentic Brand Through StorytellingRenee’s career began in journalism, where she learned the value of clarity, truth, and empathy in communication—skills that now fuel her approach to brand storytelling. She believes that every business has a deeper purpose beyond its products or services, and uncovering that “why” is key to building lasting resonance with customers. Through workshops, interviews, and strategic messaging, Renee helps clients craft stories that humanize their brands and communicate meaning with consistency and confidence.She emphasizes that storytelling is not about marketing spin—it’s about emotional truth. By sharing real experiences and values, businesses can inspire action without relying on sales-driven language. Renee illustrates this through client success stories, such as a small bakery that turned its founder’s personal journey into a powerful brand mission about resilience and second chances.Renee also encourages entrepreneurs to prioritize rest and intentional reflection as part of the creative process. Taking time to recharge—something she personally practices through travel and mindfulness—fuels fresh perspectives and long-term creativity. Building a purposeful business means designing space for both inspiration and sustainability.About Renee FrojoRenee Frojo is a brand storyteller, content strategist, and founder of A Good Reputation, where she helps purpose-driven companies clarify their messaging, strengthen their reputations, and tell stories that connect deeply with their audiences. Drawing from her background in journalism and marketing, she bridges authenticity and strategy to help brands grow through the power of story.About A Good ReputationA Good Reputation is a strategic storytelling consultancy that works with entrepreneurs, startups, and established brands to develop authentic narratives, content strategies, and messaging frameworks. The firm’s mission is to help businesses communicate with empathy and purpose, fostering connection and credibility in every story they tell. Learn more at agoodreputation.com.Links Mentioned in This EpisodeRenee Frojo on LinkedInA Good Reputation WebsiteKey Episode HighlightsThe importance of uncovering your brand’s “why” to create deeper connections.Storytelling as a tool for authenticity, not just marketing.How rest and reflection enhance creativity and business sustainability.The role of emotional truth in building customer trust.Why brands should focus on meaning and mission over constant selling.ConclusionRenee Frojo’s approach reminds us that effective branding starts with empathy, self-awareness, and storytelling rooted in purpose. When businesses tell stories that reflect their values and impact, they don’t just stand out—they inspire...

Navigating Payroll and HR in the Cannabis Industry: Insights from Marc Rodriguez of Green Leaf Payroll & Business Solutions Inc.The cannabis and hemp industries are growing rapidly but face some of the most complex compliance and regulatory challenges in business today. In this episode, host Josh Elledge speaks with Marc Rodriguez, Co-founder and CEO of Green Leaf Payroll & Business Solutions Inc., about how cannabis companies can overcome payroll, HR, and benefits hurdles. Marc shares how his firm helps businesses navigate industry-specific issues like federal restrictions, Section 280E taxation, and labor peace agreements—offering a roadmap for building compliant, scalable operations.Building Compliance and Resilience in a Complex IndustryMarc explains that cannabis companies operate in an environment where traditional payroll providers often refuse service, leaving them vulnerable. Green Leaf was founded to fill that gap—helping businesses stay compliant while managing payroll, HR, and benefits seamlessly across vertically integrated operations. The company’s experience in taxation, union reporting, and state-specific labor requirements allows clients to focus on growth rather than administrative chaos.Beyond compliance, Marc draws parallels between his personal CrossFit discipline and business health, stressing that consistent “maintenance” is key. Just as injury prevention requires intentional effort, so does building a company that can weather regulatory shifts and operational challenges. Green Leaf’s approach blends proactive compliance with strategic consulting, ensuring clients have both protection and flexibility.He also emphasizes technology and leadership involvement in decision-making. From implementing user-friendly HR platforms to developing transparent 401(k) options for cannabis employees, Green Leaf helps clients elevate both operations and culture. Marc encourages CEOs to view HR and payroll as strategic assets, not afterthoughts, and to surround themselves with specialized partners who understand their industry’s nuances.About Marc RodriguezMarc Rodriguez is the Co-founder and CEO of Green Leaf Payroll & Business Solutions Inc., specializing in payroll, HR, benefits, and recruiting solutions for the cannabis and hemp industries. A recognized leader in regulated markets, Marc is passionate about helping business owners build compliant, efficient, and sustainable organizations through expertise and transparency.About Green Leaf Payroll & Business Solutions Inc.Green Leaf Payroll & Business Solutions Inc. provides comprehensive HR, payroll, and benefits services tailored specifically for cannabis and hemp businesses. The company partners with clients across cultivation, manufacturing, and retail to streamline operations, ensure compliance, and manage growth effectively. Learn more at greenleafbizsolutions.com.Links Mentioned in This EpisodeMarc Rodriguez on LinkedInGreen Leaf Payroll & Business Solutions Inc.Key Episode HighlightsCannabis businesses face unique payroll, tax, and compliance challenges.Green Leaf specializes in Section 280E compliance and labor peace agreements.Proactive HR “maintenance” is vital to long-term business health.Technology and leadership alignment drive stronger employee experiences.Expert partnerships are essential in high-regulation...