Wealth Strategy Secrets of the Ultra Wealthy Podcast

Build Cash-Flowing Businesses: Systems, KPIs & Exit Readiness


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Today’s episode features an enlightening conversation with business coach and entrepreneur, Tanner O’Brien. As a partner in a thriving family-owned ActionCOACH franchise, Tanner has firsthand experience navigating the challenges and triumphs of entrepreneurship—from nearly running out of cash to building a business that truly operates as an asset, not a job.

Tanner’s diverse background in fitness, finance, and leadership, coupled with his journey as both a business owner and coach, provides a rich foundation for today’s discussion. Throughout the episode, he unpacks practical strategies for transforming your company into a machine that can work for you, instead of relying on you. Host Dave Wolcott leads the conversation, drawing out actionable advice for audience members at all stages—whether you’re a seasoned business owner, an aspiring entrepreneur, or someone ready to transition from passive income to a business of passion.

Tanner emphasizes the importance of building a strong foundation, leveraging systems, tracking key metrics, and aligning your team for scalability, freedom, and long-term success. Drawing from decades of ActionCOACH’s proven frameworks as well as his own personal lessons, Tanner gives both encouragement and tactical steps to help entrepreneurs prepare for growth and even a future exit.

In this episode, we discuss:

  1. The biggest mistakes business owners make and how to avoid them

  2. How to create systems, KPIs, and team alignment to build a business that truly runs without you

  3. The fundamental steps every entrepreneur should take before hiring or scaling

  4. Exit strategies and how to prepare your business for a successful transition in the future

Click here to learn more: https://pantheoninvest.com/episode191 

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Wealth Strategy Secrets of the Ultra Wealthy PodcastBy Dave Wolcott

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