Budget Your Business

E8: Mike Metzger with Murphy Business Sales discusses “Selling my Business Using a Broker.” Join me, host Scott Geller, on the Budget Your Business podcast to listen.  Mike Metzger is a business broker who will walk you through the difficult and emotional act of selling your business. Mike explains how the process works, including the timing, cost, key partners to consider, types of buyers, and so...

E7: Ashby Price with Ashwood Financial Partners discusses “Offering an Employee 401K.” Join me, host Scott Geller, on the Budget Your Business podcast to listen.  Ashby Price is the expert on 401K plans for small businesses. Ashby walks through the process to get started, several significant factors to consider, and the cost including offsetting tax breaks. The podcast ends with what to do and wha...

E6: Lori Jennings with Jennings ProSearch discusses “How to hire a technology leader.” Lori Jennings with Jennings ProSearch walks us through the process, timing, and mindset for hiring a technology or IT leader. Preparation is key, and Lori provides several examples and steps to take, along with timing and how to think about the cost of an IT role. The podcast ends with how to avoid the trap of p...

E5: Kristina Witmer of Witmer Group discusses “Revenue Planning with Hubspot.” Join me, host Scott Geller, on the Budget Your Business podcast to listen.  Kristina Witmer unlocks the power of the Hubspot Deal functionality for sales pipeline planning. After explaining how a Hubspot Partner works with businesses, Kristina shares key Hubspot capabilities. Kristina then lays out the Deals sales pipel...

Suzy O’Connor shares the process of working with an M&T Bank banker and her insight on business projections. Suzy gives examples of how her clients use and create projections, from individual projects to the entire business, as well as how banks use them. The podcast ends with recommendations on getting started with budgeting. Podcast Recommendation: Skinny Confidential Him and Her Podcast Fin...

Andrew Marianski walks us through the math and process of planning for sales promotions and discounts. He lays out the sales volume needed to make up the revenue when using discounts … warning, it’s significant … and how losing sales at a higher price can actually benefit the business. The podcast ends with his recommendations on tracking the most important aspect of a business ... Cash:  Frequent...

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