Business Legacy

Harry Shurek of The crypto account talks with Paul in this week's episode. Harry has a background in banking and sales. While performing these jobs, he was studying for his bachelor's degree and master's degree in accounting. After starting his own practice, he was exposed to the cannabis sector for financial prospects. That didn't work out, but he recognized an excellent potential to serve this s...

Peter Vekselman joins Paul on the podcast to discuss Partner Driven Real Estate Investors founded by Peter. Peter launched a business right out of college, making many missteps along the way, and ultimately, sleeping in his car taught him many lessons along the way. Peters company has a unique approach to real estate investing and will help guide you along the way by coaching, funding, and helping...

In this episode, Paul speaks with Josh Rhodes, the founder of Crypto  Y'all. Josh tells us how he got into cryptocurrencies and why he believes he can help others achieve financial freedom in the same way he did. Josh observed his father as a child, always helping people and sharing whatever he could with friends, family, and neighbors. Josh became interested in cryptocurrency after seeing a socia...

Jay Jung of Embarc Advisorstalks with Paul in this week's episode. Jay had a successful finance career at McKinsey and Goldman Sachs. But he'd always had an entrepreneurial streak. He co-founded a network solutions start-up while pursuing his MBA. That didn't work out, but it didn't stop him from pursuing his entrepreneurial dream, and he later founded Embarc Advisors, a boutique financial advisor...

Kirk speaks with John Brown, the founder of BEI Exit Planning Solutions, in this week's episode. From a young age, John was involved in the family business and watched his parents run it for many years. He eventually observed how things ended for his parents and realized there had to be a better way. John understood there was a solution to the business exit dilemma for business owners after attend...

In this episode, Paul speaks with Will Basta, CEO of Ascend, a logistics and eCommerce company that brings a different opportunity to investors. Will started in health tech; while doing that, he worked with start-ups. On the side, he started investing in eCommerce, eventually leading him to start his business. Studies show that "14%-16% of retailers are in eCommerce by 2040 that is predicted to be...

Paul sat down with Chuck Stormon, a VP managing partner at Start fast ventures. They discussed how Chuck got started in the industry. His decisions led him to look for venture capitalists who wanted to invest in businesses outside the norm. Chuck says that 95% of the venture capital in the world goes to 10 major metropolitan areas. So Chuck made a conscious decision to build relationships and part...

Paul had the privilege of speaking with Jessica Sacchetti, president of 20.20 services. 20-20services is an online and in-person continued learning for accountants. As Jessica majored in accounting, she enjoyed it and was good at it. Then moving on to working at an accounting firm, where she realized it was a bit more stressful than she wanted in her life. Fortunately, she was able to start helpin...

Paul had the privilege of interviewing Andrew Ryan, Founder & CEO of Newchip. Andrew saw the need for entrepreneurs to find and get capital for their businesses. He founded an app connecting entrepreneurs to investors. And Newchip took off from there, helping companies raise millions of dollars. Newchip Accelerator program https://newchip.com/curriculum/ Thank you for listening. Connect with us at...

Kirk speaks with Brett Calhoun, Director at Scale and CharlieMike's Co-Founder and CFO. Scale invests in high-growth technology start-ups from pre-seed stage to growth stage and beyond. Brett believes that no matter where you come from in life, you can achieve anything if you have the mindset and work ethic to build something. Stay tuned for the end, where Brett discusses how he helps spur innovat...

Paul Dio and Gene Leyzarovich talk about moving to America, building and growing his business, and understanding the landscape of the storage industry all while growing to a multimillion-dollar brand. Gene Leyzarovich, founder of ACNC More than 30 years ago, Gene Leyzarovich arrived in his new home of Pittsburgh as a refugee from Moscow, Russia. Only two years later, while completing his education...

Paul interviews entrepreneur Bobbie Shirvastav Co-founder and Chief Product Officer of Benekiva. Benekiva technology can transform claims into a cost-saving, growth-supporting enterprise-wide function. Through the power of Benekiva's Innovation Gateway, it can connect company-wide to multiple policy administration, legacy, and third-party systems to handle functions such as contestable, subrogatio...

Paul speaks with Joseph Lento from Perennial Estate Planning. Joseph is an Estate planner and talks about unique ideas of how to pass money on to your children. If you have children you're going to want to listen to this episode of the Legacy Podcast.   Josephs' Article: How do I pass money on to my children without spoiling them? https://perennialestateplanning.com/perennial-estate-planning-artic...

In this episode, Paul speaks with Vladimer Botsvadze a Marketing Influencer. We talk about the opportunity of the internet and building a brand on a shoestring budget. Through persistent work he has risen to the #1 global marketer Vladimer is training the marketing managers today into the marketing managers of tomorrow. Vladimer likes to say this mantra "You need to choose yourself to win in life"...

Paul speaks with Jackie Insinger leadership and team consultant at Insinger Insights. In this episode, Jackie talks about self-awareness and how she turned that into a profitable business by teaching leaders and teams to work affectivity together in the workplace. Jackie Platinum rule is to treat others how they would like to be treated. Through her work, she helps facilitate more meaningful and e...

Kirk interviews Thomas about his introduction to the financial business world and his path to becoming an M&A advisor. Thomas now runs his own company, Davenport Capital Management. Through succession planning, he and his team assist owner entrepreneurs in protecting their legacy. In this episode, Thomas discusses private equity and internal financial adjustments in the middle market. Thank you fo...

Edward Pinela talks with Paul about leaving the corporate world and becoming an entrepreneur. Due to unexpected health event, he pivoted and changed his look on life. He wanted to create something a business where the environment was great for employees and clients alike. Edward aspires in his business to be a leader that lives by example.

Kirk Chisholm speaks with Maxwell Heller, a Deal Strategy Practice Leader at RSM, in this episode. Max discusses his role as a lead deal strategy at RSM, where he provides end-to-end support throughout the deal lifecycle. He also discusses his 15-year financial background in assisting firms with changes. Max states that "the transition phase is the most difficult aspect of your business's growth,"...

In this episode, Paul interviews Courtney Green CEO of Spark Consulting about her many different career paths and what led her to what she does today. Courtney is a Military veteran, a mental health consultant in the air force, and has a law degree with a focus in environmental law. Courtney's two main passions are people and the planet "Peace and harmony" this leads well into her work as a busine...

In this episode, Kirk Chisholm interviews Michael Butler Senior Director at Footprint Capital talks about maximizing value for your business with major pitfalls such as Owner dominance, customer concentration, and hiring the wrong people. Michael also mentioned the book "Built to Sell" and knowing when you would like to exit your business.  Book referenced "Built to Sell" by  John Warrillow Thank...

In this episode, Paul Dio talks with Ian Magley of East Main Digital Marketing, a data-driven digital marketing agency. Ian talks about his story of building his family's cafe, working with over 700 brands in addition to transforming the lives of the business owners and their clients.  Thank you for listening. Connect with us at https://businesslegacypodcast.com/ https://innovativewealth.com/ More...

In this episode, Paul Dio talks with Andrew Drummond of Ski the Whites about finding your true passion and melding it with work, putting a system in place so he can enjoy work and nature equally, and getting out and truly enjoying the beautiful nature that is out there.  Andrew also talks about the importance of skiing in the white mountains why it is often overlooked and along with the importance...

Have you heard of EHS? How about energy management and dirty electricity. In this episode, Paul Dio talks with B.D Erickson of Satic about what may have set him on the path to be the founder of Satic. From the health of his son to his upbringing around his family solar business in the 80's. B.D. has a great story to tell. Have a listen. Thank you for listening. Connect with us at https://businessl...

In this episode, Paul Dio talks with Bruce Decaster of Crescentia about pivoting in his career, being a global executive, and scaling his business to have the same quality everywhere it is. Bruce has an amazing take on how business should run with honest leaders being at the forefront. In this episode, we cover Bruce's upbringing, his humble beginnings, and that he speaks over 3 languages. Thank y...

In this episode, Paul Dio talks with Insoo Park from Ecosense about helping to reduce cancer, the reason why he got into his business, and his turning point. In this episode, we cover pivoting your career for something that will make a difference. Thank you for listening. Connect with us at https://businesslegacypodcast.com/ https://innovativewealth.com/ More about Insoo Park here: Website: https:...