Business Legacy

"You can't improve what you don't measure. And finance is all about measuring business performance from every angle, not just a PNL." - Jay Jung   In this episode of Business Legacy podcast Paul Dio has a Q&A session with Jay Jung is the founder of Embarc Advisors, a fractional CFO services firm. He has extensive experience helping businesses of all sizes with treasury management, exit strategy, a...

In this week's episode, Paul will be the guest and talk about the book Beyond Reason and the lessons he has learned. After reading Beyond Reason written by Roger Fisher and Daniel Shapiro, I learned about the 5 Core Concerns of understanding emotion in negotiation. Appreciation, autonomy, affiliation, status, and role all play an important role in understanding and leading people.  You will Learn ...

"You just have to do what you say and say what you do. A lot of people overpromise, under deliver and unfortunately there's a really bad rap in our industry. So we take a lot of pride in looking different, acting different, doing everything in a very different approach to what our competitors and what the industry has traditionally done." -Miguel Taveras    This week on the Business Legacy podcast...

"The source of wealth for this country and the whole world is not how much money do we spend, but how much value do we create?" Roy Bejaroano   In this podcast, host Paul Dio interviews Roy Bejarano is the CEO and Co-founder of Scale Healthcare, a rapidly growing consulting firm focused exclusively on healthcare services. He has over 20 years of experience in the industry and has launched three en...

"When you're a founder, you have a vision. That's kind of where it all begins, right? You have this vision, this very strong vision to create." - Dr. Jacqueline Hudson   In this podcast, host Paul Dio interviews Dr. Jacqueline Hudson is the founder and chairwoman of IB Cosmetics International, a luxurious skincare and cosmetics line. She has 20 years of experience in the fashion, beauty, and luxur...

"With the right strategy, you can take your tax rate down to zero and achieve your goals - be it lifestyle or financial - all while staying legal and above board." - Shauna Wekherlien Paul speaks with Shauna Wekherlien is a CPA and Certified Tax Strategist who has been in the business of helping entrepreneurs and business owners reduce their taxes for over 18 years. She is the founder of Tax Godde...

"If you go in with the right mindset, the mindset of there's incredible surplus in the world and there's tons of money out there to be had and there's a lot of people looking for solutions. And if you go out there and you go in with a growth mindset and focus on just learning, pushing yourself outside your comfort zone, trying new things, sticking with it, having resilience, having grit over a lon...

 " How do you reinvent yourself after leaving a business you dedicated your life to?" In today's episode, Paul speaks about the five stages of grief of selling a business. He explained the stages of denial, anger, bargaining, depression and acceptance. Denial can be seen when business owners are faced with the truth that they need to sell, anger is caused by the feeling of loss of control, bargain...

"If you put love into anything, you're going to reap the rewards." JD Bates, a young entrepreneur and serial investor, strives to become his own boss and create a lasting legacy, despite his rocky past and conservative culture, by leveraging the power of technology to transform real estate investing. On this weeks episode of Buisness Legacy Podcast Paul speaks with JD Bates. JD is a successful ent...

"I want to really make a huge impact in my industry. For me, it's not so much about the buildings. We love improving people's lives with the spaces that we create for them. Our mission statement is lifting spirits with spaces. And that is an incredible feeling."-David Supple In this podcast, host Paul Dio interviews David Supple the CEO of New England Design and Construction. The company specializ...

"If I could motivate one person to take action for themselves, then I did good." - Victor Pena In this episode Paul speaks with Victor Pena the CEO and founder of Omniprint International,  a company that helps creators with print on demand solutions. He is a recovering engineer and real estate investor who came from Mexico at seven years old and is committed to helping others achieve their goals....

"When you go through setbacks or you're losing your business, it's hard. But I had to revert back to who I've always been." - Levi Lascsak This episode of the Business Legacy Podcast Paul speaks with Levi Lascsak founder and CEO of Living in Dallas Texas, and a YouTuber. Due to the pandemic Levi's financial services business was no longer sustainable. Struggling to restart a successful business af...

In this episode, Paul explains the topics that The Business Legacy will be concentrating on in 2023. Each new episode will correlate with the financial pillars of creating a legacy. The financial pillars are: - Basic money management - Personal risk management - Emergency preparation plan - Debt management - Business Plan for life - Tax planning - Investment positioning - Retirement Lifestyle Goal...

In this podcast, Paul Dio speaks with Isabelle Guarino, CEO of Residential Assisted Living Academy. Isabelle's grandmother needed round-the-clock care after breaking her hip. The senior housing options were not particularly appealing to the family. Isabelle's dad, a real estate investor, understood he could buy the assisted living facility, make a profit, and provide his mother with a nice place t...

In this podcast, host Paul Dio interviews Jeremy Spillman of Toggle Inc. Spillman discusses how he came about building Toggle Inc., which was created in order to address the lack of transparency in the freight brokerage and trucking industries. He explains that Toggle Inc. aims to create a more efficient and transparent supply chain by providing real-time information to all parties involved in the...

Don't be scared to be bold and do something opposite from others; this is what makes you different from the rest of the crowd. Paul speaks with Ro Dahan of Dahan Enterprises this week. Ro arrived in this nation without knowing anyone. He would converse with his passengers while working as a cab driver, and as a result, he developed the notion to enter the real estate industry. He established his c...

In this week's episode, Jesse Tarr from City Permit is interviewed by Paul. City Permit is a consulting company that assists clients in obtaining permits for their projects more quickly. Anyone who has filed for a license or permission is aware that the procedure is time-consuming and that you are not always sure what you need. Listen to Jesse as he describes the steps he took to start his permit...

This week Paul talks to Larry Feinberg of Knip Bio . Knip Bio's mission is to help fish farmers feed the world with accessible and safe fish without destroying our one pale blue dot. KnipBio ferments all-natural microbial protein with high amino acid content and gut health benefits that improve the farmer's bottom line along with a minimal environmental impact. By profession, Larry is a microbiolo...

Khierstyn Ross talks with Paul about starting a running Launch and Scale. Launch and Scale is an online resource for people looking to start an ecommerce brand. Khierstyn describes how she got started, the decisions founders make and what it means to sell a product. Listen to hear about Khierstyn's story and what she does. Stay tuned as they talk about : -  Building a product that makes an impact...

In episode 99 Paul showcases his 9 favorite guest stories. Throughout the year we have been gifted with sharing insights, failures, and successes from our wonderful guests. Sit back and enjoy.  Ep 35. making a Better Future with Bias'John Ezzell Ep 46. Multifamily Investment solutions with Freeland Ventures' Josh Cantnell Ep 65. What is your relationship with Risk? Jeff Sampson Ep 79. How do you S...

Paul has a conversation with Marc Duffy, president of Duffy Insurance, about managing a small, family-run business. Marc's talks about the challenges of working with family, some of the hardships while growing the business and building a goal for his company is to be a positive part of the community. Stay tuned as they talk about : - The challenges he has faced working in a family-owned business....

In this week's episode, Paul sits down with Bob Greenburg CEO of G&H International Services. Bob enjoys working on significant projects that have an effect on people's lives. He is able to close the technological and social divide through his work with G&H and create strategies for more resilient community development. Bob has created an impact ever since he became a from student activist in colle...

In this episode, Paul speaks with serial entrepreneur Edward Collins. Uplevel entrepreneur is his most recent enterprise. Edward discusses how building a lemonade business as a child served as a stepping stone towards his entrepreneurial life. Following college, he sought a career in government, but quickly discovered that this was not what he wanted to accomplish. He eventually began a job in fin...

In this week's episode, Paul has the pleasure of speaking with Denise Drace-Brownell, the founder of DDB Technology, a private equity and innovation strategy firm. Although Denise offers a brief overview of her professional background, she shares most about her work with BV disorder. This limited her ability to work with her cutting edge technology program. She focused instead on applied technolog...

In this week's episode, Paul sits down with Joseph Mault, a filmmaker and writer. Joseph discusses his latest film, Strange Kindness, which has yet to be released. He goes into great detail on what it takes to produce and compose a movie script and his method. Joseph is a sculptor, and while working on a documentary for friends, he noticed how he could convey a story with video, which led him down...