Matt Dery

The Empowering Futures Podcast Network

Education EN ↓ 66 episodes

"Inside Financial Architects" will focus on business news makers and client relationships. "Living The LifeMethod" features guests discussing personal vision, life events, and .how it all ties to The LifeMethod process. "Succession Success" focuses on The Q5 Experience and business exit planning. More info at www.financialarch.com, www.lifemethodcoach.com, and www.q5experience.com.

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Author

Matt Dery

Category

Education

Latest episode

Dec 23, 2024

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Episodes

Succession Success Episode 26 23.12.2024

We continue our series, "Learn From the Q5 Experts", and talk to Chris Meso from Q5 and T-Rex Advisory about strategic business coaching. Why it is so important that Business Owners have a transition plan in place using vision and knowing what it is like to live inside the business. Chris shares deep insights into his experience with selling a company and now looks at it through a different lens a...

Succession Success Episode 25 03.12.2024

Today's episode begins the series on "Learn From The Q5 Experts." Topic: VALUATION. Sarah Greifenberger is the team's Certified Valuation Analyst. Her speciality and expertise is in valuations and understanding businesses' value and its importance. Why is understanding the value of a business so critical for owners, and what common misconceptions do people have about valuation? We ask Sarah that a...

Living The LifeMethod Episode 19 06.11.2024

Brighton's own Mark Howell shares his incredible story with host Matt Dery. Mark battled and beat cancer and was told he had weeks to live. With the help of a strong support system, Mark decided to give back as well, founding not one but two organizations to help people just like him. Fund a Life and Shining Light Co. Listen to his story here.   Don't forget to check out how John and Danette Bell...

Succession Success Episode 24 09.09.2024

We talk how to help companies attract, hire, and retain the right employees with two of the brighest recruiting minds in the construction industry- Adam Cosola and Jason Epstein of CTC Solutions. The guys discuss the changing marketplace in 2024 and what business owners are looking for when it comes to staffing. How did they get started? What challenges do they see at CTC solutions and also with c...

Succession Success Episode 23 24.07.2024

How do you sell your business with confidence and clarity? Lawyer Andy Goldberg of Bloomfield Township has the answers. Andy recently wrote a book called "The Big Deal" and he discusses it with host Matt Dery. Andy has coached various clients when it comes to their transition plan and he has great synergy with the Q5 process as well. 

Succession Success Episode 22 04.06.2024

What is the journey like starting your own company with your son? We discuss that and more with the Founder and President of LoVasco Consulting Group, Gene LoVasco. Gene brings a wealth of experience to a consulting firm that specializes in Employee Benefits, Retirement, Compensation Design, and Employee Communications. Gene talks to host Matt Dery about working with great business owners, success...

Succession Success Episode 21 18.03.2024

How does a legendary local construction company plan for Succession? We chat with Vice-President of J.J. Barney Construction, Josh Barney, about that and more! Founded in 1927 by Joseph James Barney (J.J.), J.J. Barney Construction is a fourth generation family owned and operated union construction company specializing in concrete placement, earthwork, and underground utilities. Josh talks to our...

Succession Success Episode 20 20.12.2023

How do you find the right people to join your team? What does recruiting and talent development look like as we approach 2024? Our guest today to discuss that is one of the experts, CEO of Qualigence International, Steve Lowisz . Steve is an accomplished speaker, leader, and talent developer. He talks to our host, Matt Dery, about his business and how owners can build value in their business, like...

Succession Success Episode 19 26.10.2023

We talk so much on this podcast about moving toward the exit of your business with help from the Q5 Experience team, but who is helping companies (especially FINTECHS) get started? Our guest today, Colin Darke , does just that. Colin is the CEO of Colin Darke Solutions and is an Advisor/Attorney with Go With Canvas. 

Succession Success Episode 18 18.09.2023

How can employees be a part of the owner's succession plan? We discuss it with Lazear Capital's own Jeremy Garrett and Jeff Jamerino.  They specialize in sell-side transactions with a focus on Employee Stock Ownership Plans (ESOPs) for companies across the United States. Matt Dery is the host. 

Succession Success EP 17 28.08.2023

How does the largest global management consulting firm help their clients with change management? What goes into it? Entrepreneur and Project Management Consultant, Rich Weller , is our guest to discuss how MI-GSO| PCUBED helps organizations manage their complexity. Rich also shares a great story about his entrepreneurial background and he discusses how business owners can really build value as lo...

Inside Financial Architects Episode 19 14.08.2023

How has the financial industry changed over the past few years? We caught up with Financial Architect Asalyn Coachman  to get her thoughts on the industry, her clients, her approach to helping people live a life of freedom, and how technology has changed her business model. Asalyn is an incredible advisor who has a big heart and works with some of the top female entrepreneurs in Southeast Michigan...

Succession Success Episode 16 29.06.2023

What is the secret sauce that keeps one of Metro Detroit's best tile companies in business for over 55 years? We talk to Luke Maiuri, Estimator/Project Manager, at Shores Tile Inc in Roseville, Michigan. How has the business changed over the last few years? What specifically does he do as an estimator and who are they looking to work with? Luke chats with our host Matt Dery about the tile business...

Succession Success Episode 15 05.06.2023

On the latest episode of Succession Success, the Q5 Experience Podcast, host Matt Dery talks to a brand new business owner. How do you start your own chiropractic practice from scratch? Dr. Joseph House of Outlook Chiropractic & Wellness tells us how he got started. What hurdles did he have to jump over to start up his business and who are his target clients? A fascinating look into the world of h...

Succession Success Episode 14 24.04.2023

How can businesses have the utmost confidence that they are using the right technology? We asked Jennifer Shubow of Big Water Tech that and more on the latest episode of Succession Success, the Q5 Experience Podcast. Jen gives us great insight on what business owners need from a tech standpoint to succeed and also discusses cyber security and its importance. Jen joins out host, Matt Dery , from Fi...

Living The LifeMethod Ep 18 10.04.2023

What is the path to becoming a country music artist? From the Midwest to Nashville, our guest today Teddy Robb shares his story on this week's episode with our host Matt Dery . Teddy talks about his dream of having a recording contract and putting out hit songs. The pressure that is involved and where he got his start as a singer.    For more information on The LifeMethod, please visit www.lifemet...

Succession Success Episode 13 02.03.2023

How does a young entrepreneur own and build two of his own home improvement companies? We got the answers from Alex Belilovsky , President of Alexandria Home Solutions and Michigan Thermal Coatings. Alex shares his story about getting started as well as how he builds value in his businesses each and every day. Host Matt Dery also talks to Alex about what separates his two businesses from other hom...

Living The LifeMethod Episode 17 23.02.2023

Faith and Football. We dive into both today with the co-founder of Royal City Church, Robby Emery .  Robby and his wife Danielle have served in the ministry for over 21 years and he tells his story on the show to our host, Matt Dery . Robby is also the lead Pastor for the University of Michigan Football team and recently became Jim Harbaugh's Executive Assistant. How have the Wolverines turned aro...

Succession Success Episode 12 03.02.2023

How do business owners get ahead when it comes to Intellectual Property? Where should they turn and who should they talk to? Our guest on today's episode is Doug Lalone, partner at Fishman Stewart. Doug has over 30 years of experience working with CEO's and business owners on IP protection and strategic practices. He joins host Matt Dery to discuss the importance of IP protection for owners as wel...

Succession Success Episode 11 21.12.2022

What does it take to sell your company? What tools should business owners have even before they consider their next step? Todd Sullivan , CEO of Exitwise, is our guest today on the show to give insight to what the journey looks like for founders. He talks to Matt Dery about what his clients have gone through and tells us about his podcast, "Cashing Out." 

Living The LifeMethod Episode 16 22.11.2022

Why are successful sports writers and broadcasters leaving the business for other ventures? What made them make that career change and how did it work out for them? Host Matt Dery , a career changer himself, sat down and spoke to three sports journalists who made the switch. Joanne Gerstner  , Mike Wells , and Michael Spath .  For more information on The LifeMethod and what we are all about, visit...

Succession Success Episode 10 24.10.2022

How big of a whirlwind is it to run a business? What about in the construction industry? We talk to Kevin Koehler and Tracy McLenon from CAM- The Construction Association of Michigan.  They talk to host Matt Dery about what CAM has to offer as well as how business owners should prepare for what is next. 

Succession Success Episode 9 23.08.2022

What does it mean to have "the best job in the world?" Pinnacle Business Guides founder Greg Cleary believes he does and is our guest on this week's show. Greg discusses working with business owners to improve their company's overall strategy and how leadership teams can thrive. He dives into aspects of his book and talks about building value in businesses before the owners' exit. Matt Dery is the...

Succession Success Episode 8 26.07.2022

How does a successful company continue to build their culture after a transition? J.R. Toland , President and CEO of Savage and Associates in Toledo, is our guest to talk about taking care of clients, Savage's mission, and succession planning. Financial Architects and Q5 Experience Director of Marketing Matt Dery is the host. 

Inside Financial Architects Episode 18 19.07.2022

How did this career changer end up as an advisor at Financial Architects? Chavez Vincent is our guest as he discusses what makes FAI such a strong culture, how he helps clients live a life of freedom, and what he has learned over the past 6 years. Chavez is joined by Host Matt Dery .   

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