Finance and Tax

How can entrepreneurs build successful businesses while preparing for profitable exits? In this insightful episode, Rob Basso, a serial entrepreneur with 27 years of experience buying, selling, and investing in businesses, shares his journey and wisdom.

How can deep financial expertise be leveraged to revolutionize tax planning and financial certainty for small businesses? In this episode, Dan Nicholson, CEO of Nth Degree CPAs, shares his inspiring journey from corporate finance to innovative CPA firm founder.

In this episode, Carlotta Thompson, founder and CEO of Tax Strategists of America, shares her journey from studying tax law at age 14 to becoming an ex-IRS agent and ultimately helping business owners save thousands on taxes legally.

How can an entrepreneur build two top 100 franchise chains and change thousands of lives through perseverance and innovation? In this episode, John Hewitt, founder and CEO of Loyalty Brands, shares his incredible journey from starting Jackson Hewitt with just six locations to growing it into a billion-dollar company with over 6,000 locations.

How can fitness entrepreneurs create a unique and engaging workout experience that keeps members coming back? In this episode, Roger Martin, co-founder and CEO of Rockbox Fitness Franchise, shares his journey of building a state-of-the-art group fitness studio that combines intensity, fun, motivation, and results.

How can small business owners navigate the complexities of payroll and avoid costly IRS penalties? We sit down with Charles Read, a distinguished CPA, U.S. Tax Court Practitioner, and the driving force behind GetPayroll.

How can entrepreneurs navigate the challenges and opportunities of starting, scaling, and selling multiple businesses across different industries? In this episode, Dominic Rubino, a seasoned entrepreneur and business coach, shares his remarkable journey of building and exiting several successful ventures.

How can investors tap into the lucrative world of mortgage note investing while effectively managing risks? In this episode, Chris Seveney, co-founder and CEO of 7E Investments, shares his wealth of knowledge on the mortgage note investment space. 7E specializes in acquiring distressed mortgages at a discount and restructuring the loans, providing attractive returns for investors.

How can small business owners navigate legal and tax challenges to achieve their big ideas? In this episode, Barbara Weltman, founder of Big Ideas for Small Business, shares her transition from attorney to small business guru.