Inside BS Show

Can one piece of direct mail change your life? Dave Lorenzo says yes — because it changed his.

On this episode of The Inside BS Show, Dave shares the story of how a single letter from The Gallup Organization sparked a consulting career that generated hundreds of millions in revenue. He unpacks why direct mail is making a powerful comeback in a world drowning in email, and lays out a proven step-by-step system you can use to land high-value clients. If you’ve dismissed direct mail as outdated or expensive, think again. This episode is a wake-up call for professionals who want to stand out, scale smart, and build relationships that convert.

On this episode of The Inside BS Show, Dave Lorenzo sits down with Bruce Werner, third-generation business owner, entrepreneur, private equity partner, and founder of Kona Advisors, for a deep dive into the realities of family-owned and privately held businesses. Drawing on his personal journey from family manufacturing to advising middle-market companies, Bruce shares hard-won lessons about governance, succession planning, and the emotional complexity of leading a family business.

This candid conversation covers:

• The hidden dynamics that sabotage family business succession
• Why outside advisors can be the difference between chaos and clarity
• How to balance the roles of owner, leader, and family member without losing your mind
• The good, bad, and ugly of private equity from both sides of the deal table
• Why a structured “ownership strategy” matters more than ever for long-term value

If you work with family businesses or own one, this episode is a blueprint for thinking differently and leading more effectively.

This is a Father's Day Special from 2020. Nicholas Lorenzo interviews Dave Lorenzo about his career and his life. One of the most interesting questions was: "How did you start your consulting practice in a recession?" Join us for this fun and heartwarming interview that will help you grow your practice and inspire you.

Spend a few minutes with the Lorenzo's this Father's Day. You'll be glad you did.

In this episode of The Inside BS Show, hosts dive deep into management buyouts (MBOs) as a powerful and often overlooked exit strategy for business owners. They break down what an MBO is—essentially, when a company’s leadership team pools resources to buy out the owner—and why this method offers continuity, cultural stability, and a smooth transition. The episode highlights the value of planning an MBO years in advance, allowing business owners to groom successors internally while keeping the option flexible if third-party offers arise.

The hosts outline a thorough framework for assessing and structuring a successful MBO. This includes evaluating the readiness of the management team, the financial health of the company, the operational impact of the transition, financing options, and long-term strategic alignment. They walk through a seven-step structuring process and explain multiple funding strategies, including leveraged buyouts, seller financing, earn-outs, equity investments, and hybrid approaches. The episode emphasizes the need for clarity in valuation, legal diligence, and a tightly managed transition plan to avoid misalignment or operational disruption.

They also weigh the advantages, such as faster deals, internal alignment, reduced due diligence, and confidentiality, against challenges like securing financing, conflicts of interest, valuation disputes, and regulatory hurdles. The conversation closes by urging business owners and their advisors to use the detailed checklists and tools in the Exit Success Lab’s learning platform to assess MBO viability and execute the strategy effectively. It’s a masterclass for anyone advising a closely held company or planning an exit in the next 3 to 5 years.

Mark Taylor leads peer advisory groups in New York City. He trains Vistage chairs (group leaders)  and he is the top facilitator of group coaching in the entire Vistage organization world-wide.

On this episode of The Inside BS Show, Dave Lorenzo grills Mark about his journey as a Trusted Advisor to CEOs.

00:00 Introduction: How to Become a Trusted Advisor to CEOs
02:19 Mark's Story
07:00 How Did Mark Become a Coach to CEOs?
10:00 What Was the Transition Like - Going From Participant to Facilitator?
11:55 How Does Mark Keep a Discussion on Track in a Vistage Meeting?
14:40 Why is a Peer Group More Valuable Than Having a One-on-one Coach?
21:15 How Does Mark Select People to Be a Member of a Vistage Group?
25:00 Mark Describes the First Year He Was a Vistage Chair. It Wasn't Fun.
33:00 How Much Time Does Mark Spend on Business Development?
38:30 Mark's Definition of Sales as Influence
39:44 How Mark Uses Speaking a Business Development Tool
42:50 How Should We Select a Coach? What Questions Should We Ask?
45:30 How Does Mark Hold His Clients Accountable?

Mark Taylor
Master Chair, Business Coach, Professional Speaker
Vistage NYC
(646) 427-3849

In this episode of the Inside BS Show, Dave Lorenzo answers a question from client Paula Romo about how to build a consistent flow of leads through LinkedIn. Dave breaks down his proven system, a strategy that has helped fill the Family Business Forum entirely with connections made via LinkedIn in just six weeks. He shares the mindset, commitment, and tactical adjustments that power his daily content and networking routine.

You’ll learn how to pick a narrow niche, build pillar content around the core problems your audience faces, and completely overhaul your profile to resonate with decision-makers in that niche. Dave outlines how to structure your posts, how often to publish, and exactly what types of engagement move the needle. This is not theory, it is what he is using right now to attract serious prospects who own or advise family businesses.

Whether you are a consultant, advisor, or entrepreneur, this episode is a blueprint for dominating your market on LinkedIn with intentional content and strategic outreach. Download the transcript, follow the playbook, and start turning posts into profitable relationships today.

On this episode of The Inside BS Show, Karla Cobreiro shares her journey from aspiring doctor to powerhouse publicist, revealing how she went from handling SEC press releases and crisis communications at Miami International Airport to helping entrepreneurs and thought leaders land major media placements. Karla explains why writing is still the cornerstone of effective PR, how to tailor your message for different audiences, and the key to turning media exposure into business growth. She also dives into her decision to leave a VP role and launch her own firm, embracing the challenge of building something on her own terms. This episode is packed with behind-the-scenes PR insights, practical strategy, and a few hilarious twin moments you won’t want to miss.

What You’ll Discover Today
 
How a shy introvert became one of Miami’s most dynamic communicators, what it takes to land meaningful media coverage, and why most people get PR totally wrong.

Key Topics Discussed

• Karla’s leap from pre-med to public relations and how she found her voice in a high-stakes profession
• The evolution of her career: from tropical travel campaigns to unraveling Ponzi schemes and financial fraud
• Why being a great writer is still the most essential PR skill
• The real work of media training: from rewiring soundbites to preparing for five-minute interviews
• How to match message, audience, and platform for maximum impact
• Behind the scenes at Miami International Airport during Hurricane Irma
• The reality of launching a solo PR firm: freedom, fear, and the immigrant hustle
• Her passion for helping solopreneurs and small firms land national media coverage
• A hilarious twin story that proves even the host can be fooled

Connect with Karla Cobreiro on LinkedIn: https://www.linkedin.com/in/karla-cobreiro/
https://www.cobreirocomms.com/
(786) 708-2388

Links and Resources
Subscribe Via Email: GetInsideBS.com
Call Us: (305) 692-5531
 

What You’ll Discover Today

• Why keeping lead generation systems simple is the fastest path to results
• How message, audience and delivery work together to create a winning campaign
• Rick’s three-to-five-step framework for turning strangers into qualified prospects
• Practical ways to use video landing pages, surveys and AI agents to filter leads
• The right moment to move a helpful conversation into a paid engagement
• How long-term thinking and clear boundaries protect your energy and profit

Key Topics Discussed

• Energy management, positivity and the cost of negativity
• Building a follow-up system that actually converts inquiries
• Budgeting for ads: what $100 a month can and cannot do
• Training prospects to value your expertise, not free advice
• Setting one-year (or longer) commitments to master new growth channels
• Matching your “medicine” to clients who appreciate it

Links and Resources

Call Us: (305) 692-5531
Connect with Rick on LinkedIn: https://www.linkedin.com/in/rickhayhurst/
Learn more at Blitzbee Marketing: https://www.blitzbe-marketing.com/

 Enjoyed Rick’s insights? Forward this episode to a business owner who needs a simpler, more joyful way to generate leads, then subscribe for daily Inside BS Show updates at GetInsideBS.com.

What You’ll Discover Today:

• Why most productivity systems overcomplicate your life
• The simple mindset shift that helps you reclaim your time
• How eliminating clutter creates clarity and speed
• Why saying “no” is your most powerful time management tool

Key Topics Discussed:

• The illusion of multitasking and how it sabotages focus
• How to simplify decision-making for faster results
• Systems vs. checklists: which one really works?
• The real cost of context switching
• Why minimalism isn't just for your closet—it’s essential for your calendar

Links and Resources:

• Subscribe Via Email: GetInsideBS.com
• Call Us: (305) 692-5531

Call to Action:
Simplify to multiply. Start with one thing you can remove from your day today—and watch what happens next.

Dave Lorenzo discusses the Shark Tank Experience with John Tabis.