Owner's Profit Playbook

Dylan Welch is the Founder of The Intelligence Report, a neutral media platform and podcast covering geopolitics, business, finance, technology, and global systems. He also serves as Chief Development Officer for The Roosevelt Alliance and Chief Correspondent at SDG News. Through long-form interviews and strategic media, Dylan draws on experience in media production, operations, consulting, and po...

Leo Young is the Founder and Managing Partner of Cornell Communities, a real estate investment firm that acquires and operates manufactured housing and RV communities. He leads strategy, acquisitions, capital allocation, operations, and long-term value creation across the firm's affordable housing portfolio. Drawing on his experience in sales, real estate brokerage, acquisitions, and passive inves...

Shannon Jamail is the Founder of the Mind & Body Complete family of companies, a retreat and training brand that includes Retreat Ranch, a 46-acre retreat center near Austin, Texas. A former mental health therapist turned retreat strategist, Shannon designs transformational wellness experiences and teaches leaders how to create, market, and lead profitable retreats. She is also a best-selling auth...

Brian Dukes is the Co-founder and Managing Partner at Exitwise, an M&A advisory platform that helps business founders prepare for and execute high‑value exits by assembling tailored advisory teams and guiding owners through complex sale processes. With over 20 years of operational and transaction experience, he began his career at a Big Five accounting firm. Later, Brian co‑founded Shift Digital t...

Shawn Walchef is the Founder and CEO of Cali BBQ Media, a digital content and media company that helps restaurants and business leaders grow by teaching them to leverage storytelling, social strategy, and digital tools to connect with audiences. He also owns and operates Cali BBQ, a San Diego restaurant known for its community‑focused hospitality. With over 17 years of experience as a restaurateur...

Dr. Jeremy Weisz is the Co-founder of Rise25, a company that helps B2B business owners connect with their ideal prospects, referral partners, and strategic partners through a done-for-you podcast service. Jeremy has been involved in podcasting for 15 years and was a senior producer for early business podcasts. He helped put all of their systems in place and helped them add volume, feature, and edi...

Janene Liston is the Founder of The Pricing Lady, a pricing strategy and advisory business that helps service-based companies replace guesswork with structure, confidence, and sustainable profit. With an engineering background, corporate pricing leadership, and certification in pricing, Janene works with owners who struggle to charge for the value they deliver. She helps clients uncover pricing bl...

Rachel Wilson is the Fractional CFO at Satori Business Services, a financial services firm helping small businesses clean up their books, strengthen systems, and create accurate, useful financial statements. With more than 20 years of accounting experience, Rachel specializes in turning messy ledgers, broken processes, and disconnected data into clear financial insight. She helps owners understand...

Ashlee Hall and Mary Lundstedt are Founding Partners at Hall Lundstedt, a boutique tax law firm serving clients nationwide in complex tax controversy, IRS resolution, strategic tax planning, and advanced structuring. As tax attorneys, they work with business owners, investors, high earners, and families to address audits, examinations, appeals, tax-advantaged structures, entity and transaction pla...

John Corcoran is the Co-founder and CEO of Rise25, a company that connects B2B businesses with their ideal clients, referral partners, and strategic partners. He helps clients generate ROI through its done-for-you podcast service. Since 2012, John has hosted the Smart Business Revolution Podcast , interviewing hundreds of CEOs, founders, authors, and entrepreneurs, including Peter Diamandis, Adam...

Vince D'Addona is a founding member of Valent Wealth, an independent wealth management and financial planning firm specializing in estate, exit, and investment strategies for business owners and high-net-worth families. As a wealth management advisor, Vince designs strategies across estate, exit, retirement, and investment planning to help clients reduce risk and seize opportunities. With over fou...

Kirk Stafford is the CEO and President at Desert Rose Capital Management, a boutique investment advisory firm specializing in options-based portfolio management and risk-managed investment strategies. He founded the firm in 2010 and brings decades of experience in derivatives and wealth management, helping clients participate in market growth while managing downside risk. Kirk also develops innova...

Greg Pearson is the President of Trawick Financial Services, a nationwide organization providing financial and tax-advantaged planning solutions. With years of experience in the financial services industry, Greg focuses on helping clients improve tax efficiency, build long-term wealth, and navigate complex financial decisions. Under his leadership, the firm delivers innovative strategies designed...

Ed Lyon is a tax attorney, the Chief Tax Strategist and Director at Financial Gravity, and the Chief Tax Planner at Excel Empire. Financial Gravity is a multifamily office integrating tax strategy, wealth management, and financial planning to help clients optimize and preserve wealth. At Excel Empire, Ed leads advanced tax planning and advisor strategies for business owners. With nearly three deca...

Scott Gabehart is the Chief Valuation Officer at BizEquity, a leading platform delivering fast, data-driven valuations for small and midsized businesses. With a background in economics, international finance, and auditing for Fortune 200 companies across Europe and Asia, Scott brings a comprehensive, big-picture perspective to valuation. He helped develop BizEquity's core valuation algorithm and s...

Anthony McMahon is a Sales Manager and Business Benefits Consultant at ClaimLinx, a benefits consulting firm, insurance agency, and MERP administrator that helps businesses lower healthcare costs with customized solutions. He works with business owners to rethink traditional insurance models and implement strategies that reduce costs while improving coverage. Anthony has helped companies cut healt...

Pat Mancuso is the CEO of Mancuso Consulting Group, a firm that helps business owners increase profitability, recover tax credits, and build stronger organizations through strategic consulting and leadership development. A serial entrepreneur, coach, and speaker with more than 30 years of experience, Pat has launched multiple successful companies and coached thousands of business leaders. Through...

Brian Pearson is the President and CEO of American Benefits Exchange, a firm that designs and distributes insurance and annuity solutions for federal, military, and civil-service markets. In his role, he oversees agent recruitment, carrier relationships, and strategic growth. With nearly 30 years of experience in the insurance industry, Brian previously owned and operated Pearson & Associates, whi...

Pat Mancuso is the CEO of Mancuso Consulting Group and a highly recognized thought leader dedicated to helping CEOs, business owners, and entrepreneurs maximize their potential through coaching and consulting. Having spent over 30 years working with company owners, leaders, and sales teams, Pat has over 25,000 hours of coaching and consulting experience. As a serial entrepreneur who has launched m...

Grant Teeple is the Founder and Senior Partner of Teeple Hall, LLP, a full-service commercial law firm. He oversees the firm's Litigation Group and participates in the Corporate & Transactional Group's Mergers & Acquisitions Practice Area. Before founding Teeple Hall in 1992, Grant worked as a civil litigation defense attorney and has litigated complex, multi-jurisdictional matters in business lit...

Adam Contos is a Partner at Area 15 Ventures, a business investment firm. As the creator of the Leadership Factory, he coaches entrepreneurs to build leaders and grow their businesses. Adam served as the CEO of RE/MAX Holdings, where he oversaw its four brands RE/MAX, LLC, Motto Franchising, LLC, booj, and First. Before joining RE/MAX, he ran a SWAT team as a Lieutenant at the Douglas County Sheri...

Nathaniel (Nate) Dodson, Esq. is a Partner and Principal Attorney at Crowdfunding Lawyers, a securities and investment law firm representing business and real estate syndications and investment opportunities throughout the US. He has represented over $2 billion in real estate and business transactions. Before Crowdfunding Lawyers, Nate was an investment broker and advisor specializing in investmen...

Adam Webb is the Owner and Managing Partner of Quazar, a boutique investment banking firm specializing in M&A services. In his role, he helps privately held businesses in the lower-middle market sell or grow through acquisitions. Adam has led deal teams and negotiated favorable outcomes for clients in dozens of transactions with an aggregate value of hundreds of millions of dollars. Before Quazar,...

Pat Mancuso is the CEO of Mancuso Consulting Group and a highly recognized thought leader dedicated to helping CEOs, business owners, and entrepreneurs maximize their potential through coaching and consulting. After over 30 years of working with company owners, leaders, and sales teams, Pat has over 25,000 hours of coaching and consulting experience. As a serial entrepreneur who has launched multi...

Ivan Polic is the Co-founder of Jumpstart Your Exit, which partners with million-dollar brands to help them grow, scale, and exit their businesses. As a strategic growth specialist, he has acquired, restructured, scaled, and exited small-to-midsize businesses to maximize returns. Having founded his business with his wife Mariana, they have served as advisors to small- and medium-sized businesses a...