Lessons by the Lake: The Oswego Private Wealth Show

In this episode of Lessons by the Lake, we sit down with Scott Snider, President of the Exit Planning Institute, to explore one of the most critical—and often overlooked—phases in a business owner’s journey: knowing when and how to begin planning your exit.

Scott shares expert insights on the strategic importance of timing, how early preparation creates more attractive, valuable businesses, and what missteps to avoid along the way. Whether you're a business owner considering a sale in the next few years or a trusted advisor to one, this conversation offers practical frameworks and real-world examples to help guide successful transitions.

Chapters:

0:00 - Introduction

3:23 - The exit planning process

8:01 - The owner readiness survey findings

19:14 - When to begin the exit planning process

28:39 - Finding your meaning and purpose

33:32 - How to get in touch with Bob and his team

34:44 - Closing remarks

In this episode of Lessons by the Lake, we sit down with Rick Campfield, a seasoned business executive turned consultant and coach, to uncover the hidden drivers of growth and resilience for today’s business owners. With decades of leadership experience under his belt, Rick shares how he now guides entrepreneurs through their most pressing personal and professional challenges.

From navigating uncertainty to fostering sustainable growth, Rick's insights offer a powerful blend of strategic thinking and personal development. Whether you’re a startup founder, small business owner, or executive leader, this conversation will leave you with tangible tools and a renewed mindset to tackle what’s next.

Chapters:

0:00 - Introduction

3:26 - Rick's background and early career path

13:39 - Vision, mission, purpose and objectives

20:43 - The importance of leveraging great counsel

31:09 - An important realization business owners arrive to

34:45 - How to get in touch with Rick and Bob's respective teams

35:28 - Closing remarks

In the latest installment of Lessons by the Lake, we dive into the complex world of business sales with expert guest Johnathan Choe, President and Lead Advisor at Transworld Business Advisors of Oregon Central. Whether you're planning an exit strategy, preparing to sell, or just exploring future possibilities, this episode is packed with actionable insights to help business owners maximize value and navigate the sales process with confidence.

Join us as we explore key considerations, common pitfalls, and winning strategies for selling a business in today’s market. Don’t miss this essential conversation for entrepreneurs, investors, and anyone looking to make the most of their business transition.

Chapters:

0:00 - Introduction

3:52 - Who Johnathan and Transworld typically work with

12:20 - Helping business owners prepare for sale

22:49 - Common misconceptions among business owners

31:02 - Working with a team of professionals

33:30 - Closing remarks

In the latest installment of Lessons by the Lake: The Oswego Private Wealth Show, we sit down with Carl J. Cox, Founder of 40 Strategy and 40 Accounting, for an insightful conversation on the power of accurate financial data in driving business success.

Carl shares his expertise on how leveraging precise accounting information can lead to more efficient decision-making, better strategic planning, and ultimately, stronger financial outcomes. Whether you're a business owner, executive, or entrepreneur, this episode offers valuable takeaways on aligning your numbers with your vision to achieve sustainable growth.

Tune in for practical strategies and expert insights that can help you navigate financial complexities with confidence.

Chapters:

0:00 - Introduction

3:20 - Carl's background in strategy and accounting

10:09 - The marriage of 40 Strategy and 40 Accounting

18:34 - The exit planning reality check

30:02 - How to get in touch with Carl and Bob

In this episode of Lessons by the Lake: The Oswego Private Wealth Show, we’re joined by Jani Beatty, Vice President and SBA Relationship Manager at Northwest Bank. Jani shares her expertise on loan strategies tailored for entrepreneurs navigating businesses of all sizes.

From securing funding for growth to leveraging Small Business Administration (SBA) loans effectively, this conversation is packed with actionable insights to help business owners optimize their financial strategies. Whether you’re launching a startup or scaling an established enterprise, Jani’s guidance will empower you to make informed borrowing decisions.

Chapters:

0:00 - Introduction

4:02 - Leveraging SBA loans to grow your business

11:31 - Taking a deeper look into your business

17:09 - SBA loans vs. commercial bank loans

19:23 - Connect with Bob and his team

20:10 - Closing remarks

Connect with Bob Bedritis:

Website: oswegoprivatewealth.com

Facebook: facebook.com/Oswego-Private-Wealth-Management-106334761908104/

In this insightful episode of Lessons by The Lake, Bob Bedritis is joined by Paul Menig, a seasoned business strategist and succession planning expert. Together, they dive into the critical steps business owners need to take to maximize the value of their companies while planning for a smooth and successful transition.

Paul shares his wealth of knowledge on aligning leadership, preparing for unforeseen events, and ensuring that businesses are set up for long-term success. Whether you’re a business owner looking to transition out or just curious about what it takes to future-proof your business, this episode is packed with valuable advice and actionable insights.

Tune in for a deep conversation about planning for the future, keeping stakeholders aligned, and ensuring that you leave a lasting legacy.

Chapters:

0:00 - Introduction and overview on the topic of the show

2:20 - Welcoming Paul Menig

3:00 - The Game Plan

5:50 - Executing as a Team and as Individuals

08:20 - The Forces That Impact Businesses

11:40 - People Power

16:10 - Why 'Why' Comes First

21:50 - Where to Improve First

25:30 - Visual Instruction vs. Verbal

32:00 - Trucking and Tracking

35:00 - Closing Remarks and How to Get in Touch with Paul Menig

35:30 - How to get in touch with Bob's team

Connect with Paul:

Website: Businessaccelerants.com

Connect with Bob Bedritis:

Website: oswegoprivatewealth.com

Facebook: facebook.com/Oswego-Private-Wealth-Management-106334761908104/

In this episode of Lessons by the Lake, Bob Bedritis sits down with David Howitt, founder and CEO of the Merriweather Group, to explore "The Founder's Journey." David, a visionary entrepreneur and author, has dedicated his career to helping businesses merge purpose with profit. Through the Merriweather Group, he supports passionate founders and leaders in creating companies that balance commerce and creativity.

In this inspiring conversation, David shares his own entrepreneurial journey—the challenges, triumphs, and invaluable lessons he's learned along the way. Whether you’re an aspiring entrepreneur or a seasoned business leader, David's insights on building a purpose-driven business and embracing authenticity are sure to resonate. Tune in for a deep dive into what it really takes to build a successful company while staying true to your values.

Chapters:

0:00 - Introduction and overview on the topic of the show

2:20 - Welcoming David Howitt

4:00 - The Journey

5:50 - Dave's Bread

11:10 - The Abyss

15:15 - Scaling Despite Difficulty

18:50 - Human Connection

22:00 - Macro and Micro Journeys

26:40 - Higher Purpose and Community

29:40 - The Space Between

31:15 - Mentorship and Vision

34:50 - How to get in touch with Bob's team

Connect with Bob Bedritis:

Website: oswegoprivatewealth.com

Facebook: facebook.com/Oswego-Private-Wealth-Management-106334761908104/

On the latest episode of Lessons by the Lake, we're discussing the intersection of wealth management and accounting with Robert Curtis, CPA. As the founding member of Neumann Curtis CPA's, Robert speaks intimately on the true role of a great advisor.

This episode is packed with some helpful takeaways for your own financial world, so get your notepad ready!

Chapters:

0:00 - Introduction and overview on the topic of the show

3:20 - Welcoming Robert Curtis, CPA

9:00 - The Neumann Curtis Niche

14:10 - One Size Does Not Fit All

17:10 - Asking the Right Questions

19:40 - Communication at The Client Perspective

23:10 - Exit and Succession Planning

25:40 - Proactive Advisor vs. Historian

28:50 - How to Get in Contact with Rob

29:35 - How to get in touch with Bob's team

Connect with Bob Bedritis:

Website: oswegoprivatewealth.com

Facebook: facebook.com/Oswego-Private-Wealth-Management-106334761908104/

On the latest episode of Lessons by the Lake, we're examining a widely discussed but little understood topic among entrepreneurs and business leaders.

We we fortunate to welcome Craig Wigginton, professional EOS implementer. Craig helps entrepreneurial leadership teams get what they want out of their businesses through the implementation of the Entrepreneurial Operating System. Through education, coaching, and facilitation, he has helped dozens if not hundreds of business make the etherial word vision, a reality.

This episode is packed with some helpful takeaways for your own financial world, so get your notepad ready!

Chapters:

0:00 - Introduction and overview on the topic of the show

2:00 - Welcoming Craig Wigginton

6:00 - Habits

10:30 - The Magic's in The Details

13:00 - The Glass Ceiling of Individual Performance

15:30 - Communication is What You Hear

18:00 - The Tools of Successful Delegation

20:40 - The Most Common Bad Habits

23:20 - Systemized Kind Communication

25:00 - Closing Remarks

26:35 - How to get in touch with Bob's team

Connect with Bob Bedritis:

Website

Facebook

YouTube

On the latest episode of Lessons by the Lake, we're diving deep into the core concepts surrounding wealth management, as well as the most prevalent concerns facing business owners and their financial world.

We we fortunate to welcome Joe Jraitiny, Managing Director at City National Rochdale, to discuss these five pillars of wealth and how his team plays a crucial role in upholding these pillars for clients nationwide.

This episode is packed with some helpful takeaways for your own financial world, so get your notepad ready!

Chapters:

0:00 - Introduction and overview on the topic of the show

2:07 - Bob's relationship with Joe Jraitiny

6:37 - The Five Strategic Pillars of Wealth

9:57 - Leveraging the expertise from a team of advisors

12:06 - An area of your financial world that is often overlooked

17:32 - The ideal timeframe for thinking about selling your business

22:21 - Longevity planning and where this fits in your financial world

26:08 - How you can get in touch with Joe and his team at City National Rochdale

28:35 - How to get in touch with Bob's team

29:07 - Closing remarks

Connect with Bob Bedritis:

Website

Facebook

YouTube