The Richard Sherman Podcast

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Introducing Ep 65: Mastering Financial Certainty: A Guide for Business Owners from (UN)Conventional Wealth.

Follow the show: (UN)Conventional Wealth

In this episode of Secrets to Selling Your Business, host Jacob Koenig is joined by Dan Nicholson, a seasoned entrepreneur, finance expert, and author of the book Rigging the Game. Together, they discuss the importance of achieving financial certainty and implementing systems to align business goals with personal values.


Dan shares his approach to financial management for business owners, focusing on reducing uncertainty and building strategies that prioritize long-term sustainability over short-term gains. Through his structured financial operating system, Dan has helped countless entrepreneurs optimize cash flow, enhance decision-making, and avoid unnecessary risks.



Key Topics Covered in This Episode


  • The significance of financial certainty and risk management for small business owners.
  • Why optimizing for the life you want is more important than simply maximizing shareholder value.
  • The role of financial rules and protocols in improving ROI and overall business performance.
  • Aligning business operations with personal values to reduce stress and avoid regrets.
  • An overview of Dan’s 15 key financial rules and his cash flow protocol.


Connect with the Hosts and Guests


Jacob Koenig

  • Woodbridge Group


Dan Nicholson

  • LinkedIn
  • Website


Episode Links and Resources


  • Visit Dan Nicholson’s website for more resources on financial certainty: nthdegreecpas.com
  • Explore the Woodbridge Group’s services for business transitions: woodbridgegrp.com


DISCLAIMER: Please note, this is an independent podcast episode not affiliated with, endorsed by, or produced in conjunction with the host podcast feed or any of its media entities. The views and opinions expressed in this episode are solely those of the creators and guests. For any concerns, please reach out to [email protected].

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