Join us on this insightful episode as we sit down with Geoff Sokol, Wealth Management expert, to discuss how business owners and investors can legally minimize capital gains taxes.

In this episode, we sit down with Eddie Clay, Director of GTCapital and a seasoned veteran in the private equity world, to uncover the 5 essential things every business owner must know about private equity. Eddie dives into the key factors that make private equity an attractive option for growth, the common misconceptions surrounding it, and what investors are really looking for. He also shares insider tips on how to prepare your business for private equity funding and how to navigate the process with confidence. Whether you’re considering private equity or just curious about how it works, this episode is packed with valuable insights for business owners at any stage. Don’t miss Eddie’s expert advice on making the right moves when it comes to private equity.

In this episode, we sit down with Anna Vitale, Chief Client Officer at Growthink, to explore the often-overlooked reality of CEO isolation and why it's truly "lonely at the top." We dive into the causes behind executive loneliness, from decision-making pressures to the barriers leaders unknowingly build around themselves. Anna shares how this isolation affects both personal well-being and business outcomes, offering insights into how CEOs can break free from this cycle. We also discuss actionable strategies to foster connection, build a trusted support network, and ensure executives don’t face the challenges of leadership alone. Tune in to learn how to navigate the complexities of leadership without losing yourself in isolation.

In this episode, we sit down with Jay Turo, CEO and Managing Partner of Growthink, to discuss the critical business risks that could cost you millions if you wait too long to sell. Jay shares his expert insights on how to identify hidden risks, protect your business's value, and make the right exit at the right time. Learn how market shifts, operational challenges, and financial pitfalls can quickly erode your company's worth if not addressed. Don’t let these risks sneak up on you—tune in to learn how to safeguard your exit strategy. Selling before it's too late could be the smartest decision you make!

In this episode, we’re joined by Geoff Sokol, Wealth Manager for GT Investment Advisory. We explore how ignoring capital gains can devastate your wealth when selling a business. Geoff breaks down the common mistakes business owners make and shares actionable strategies to minimize capital gains taxes.

In this video, Bert Carder from Growthink reveals the critical steps to fixing broken communication within your company before it leads to costly disruptions. Drawing on years of experience, Bert outlines the common pitfalls teams face and offers practical strategies to enhance clarity, collaboration, and trust across all levels of the organization. He emphasizes how unresolved communication issues can erode productivity, damage culture, and ultimately undermine growth. Learn how to identify these issues early, implement effective solutions, and foster a stronger, more aligned team. Don’t let poor communication hold your business back – watch now to build a more cohesive, high-performing organization.

In this episode, Critical Mistakes to Avoid When Selling Your Business, Dave Lavinsky, Co-Founder of Growthink, dives into the common pitfalls that can sabotage a successful business sale. From overvaluing your company to failing to prepare financially and emotionally, Dave uncovers the key errors that can cost you millions and derail your exit strategy. He shares insights on how to properly position your business, attract the right buyers, and secure the highest possible valuation. With years of experience helping entrepreneurs exit successfully. If you're considering selling your business, this episode is a must-listen to ensure a smooth and profitable transition.

In this episode, we dive into the evolving role of business advisors in the AI-driven world with Anna Vitale, Chief Client Officer at Growthink. Discover how AI is transforming advisory services and why human insight is still crucial for business success. We explore the strategies advisors use to blend cutting-edge technology with traditional expertise. Whether you're a business owner or an executive, learn how the right advisor can be your secret weapon in navigating the complexities of the modern market. 🚀🎙️ #BusinessGrowth #ai

🎙️ Join host Tim Martinez as he sits down with Geoff Sokol from GT Investment Management to discuss the critical importance of diversification in today's volatile market. Relying on a single stream of income or a narrow customer base can be a risky strategy, and on "Diversify or Pay the Price," we explore how smart diversification—whether in products, investments, or business strategies—can safeguard your future and drive growth. 🌍💼 Learn from Geoff's expert insights and hear cautionary tales from those who didn't take the necessary steps. Don't let your business become vulnerable to market shifts—discover the power of diversification today. 📈💡

The world of alternative investments is moving quickly. In this episode we discuss how business owners can further diversify their wealth beyond their number one asset which is often their business.