Accelerators! 🚀

Are you an entrepreneur looking to sell your business and maximize your wealth? This week, Jarrod Guy Randolph welcomes Homer Smith, founder of Konvergent Wealth Partners and a fiduciary advisor with over two decades of experience in wealth management. Homer specializes in helping business owners like you navigate the complexities of exiting your company, managing multi-generational wealth, and ensuring a successful transition. Having built one of the nation’s largest advisories, Homer shares invaluable insights on optimizing your exit strategy.

• The Three Pillars of a Successful Exit: Discover why company readiness, market readiness, and owner readiness are crucial for optimizing your business sale.
• Enhancing Business Value: Learn key strategies to increase your company's valuation, from financial integrity and growth trajectories to building a strong management team.
• Life After the Sale: Understand the financial and psychological aspects of transitioning out of your business, including managing liquidity and finding new purpose.
• Navigating Business Cycles: Gain insights into how market conditions and economic cycles impact the sale of your business—and how to leverage opportunities even in challenging times.

Homer Smith provides a comprehensive framework for business owners contemplating an exit, emphasizing strategic planning, financial foresight, and mental preparedness. Jarrod and Homer delve into actionable steps you can take years in advance to ensure you're not just selling your business, but truly maximizing your wealth and stepping into a fulfilling next chapter.

💬 Gem from Homer: 

"The most important thing is to start early—even if you’re not planning to sell for 5 or 10 years. Have someone assess your business through the eyes of a buyer or investor to identify potential red flags and areas for improvement."

📧 Connect with Homer directly at [email protected] or visit their website at KonvergentWealth.com for resources and expert guidance.

Don’t miss out—hit that subscribe button and let’s accelerate together! 💥

Accelerators! 🚀

Scaling from $10M to $20M sounds simple—until it’s not. This week, we sit down with Gershon Morgulis, Portfolio CFO at Imperial Advisory and Finance Professor at Touro College, to uncover the financial roadblocks that keep growing businesses stuck. From repricing strategy and smart investing to maximizing ROI and building redundancies, Gershon breaks down the CFO mindset every founder needs to make decisions with clarity and confidence.

What’s on the Menu:

📈 Why your biggest bottleneck may be hiding in your P&L.

💸 How to invest for scale without blowing your margins.

🧠 The power of financial hygiene and how it can protect your future.

Why Tune In?

With decades of experience helping business owners double revenue without doubling risk, Gershon shares hard-earned insights on what really moves the needle when you’re chasing growth—and what financial mistakes will cost you more than you think.

💬 Gem from Gershon:

"If you made it to $10 million, you could probably sell your way to $20 million—but there are a whole bunch of things that could go wrong.”

Get in Touch with Gershon:

📧 Email: [email protected]

🔗 LinkedIn: linkedin.com/in/gershonmorgulis

Don’t miss this episode—subscribe now and scale with strategy! 💥

Accelerators!🚀

Think your bank account balance tells the whole story? Think again. In this episode, we're joined by Colin Barnhart, Founder & CEO of Black Ink Business Services, who shares what every founder needs to know about forecasting, clean data, and scaling with confidence. From understanding the difference between fractional vs. full-time CFOs to spotting when your financial system is silently failing—you’ll walk away with real CFO-level insights that can save your business time, money, and massive headaches.

🧠 What’s on the Menu:

When to bring in a fractional CFO (and what that really means)

Why your bank account can’t be your only metric

How to clean up messy financials before it costs you

Forecasting tools to grow responsibly

Knowing when to distribute capital—and when to reinvest

💬 🗣️ Gem from Colin:

“The bank account can hide mistakes—clean data and forecasting are your real safety nets.”

📍 Get in Touch with Colin:

🌐 blackinkservices.com

📧 Find him on LinkedIn 

Subscribe, share, and drop a comment if you’re ready to scale with confidence.

From Zero to A Hundred—let’s go! 💥

Accelerators! 🚀

What if your biggest financial hurdle wasn’t your balance sheet—but your mindset? This week, we sit down with Scott Peper, co-founder and CEO of Mobilization Funding and author of The Big Book of Cash Flow, to talk about why entrepreneurs fail to scale, how to stop operating in scarcity, and the role of growth lending in business success. Scott unpacks how his firm helps contractors, manufacturers, and small business owners capitalize on golden opportunities—even when banks say no. This one is all about mindset, money, and making better financial decisions.

What’s on the Menu:

💸 Breaking out of the scarcity mindset that keeps entrepreneurs stuck

📊 The difference between cash flow lending vs. traditional bank lending

🔑 Financial red flags, how to avoid lending traps, and clean up messy money mistakes

Why Tune In?

Scott’s real talk on financial missteps, trust, ego, and cash flow clarity hits hard. Whether you’re trying to scale or survive, this episode will give you tools to take back control and run smarter.

💬 🗣️ Gem from Scott:

"You’re not that special. Every entrepreneur’s been there. The power is in asking for help—and acting on the right advice."

📚 Check out The Big Book of Cash Flow and download his free cash flow tools at mobilizationfunding.com

Subscribe now and let’s take your business from zero to a hundred 💥

Accelerators! 🚀

What if taxes weren’t just an expense but a strategic tool for wealth creation? This week, we’re joined by Ishali Mulchandani, founder of IDM Chartered Professional Accountants, business coach, and tax strategist. She’s qualified as a CPA in the US, Canada, and the UK—and she’s here to flip your mindset on money, taxes, and business growth. If you’ve ever felt stuck with tax burdens, financial constraints, or limiting beliefs, this episode is your wake-up call!

What’s on the Menu:

💡 Why "There Is No Box" When It Comes to Business and Money.

📊 How tax deferral strategies can keep more cash in your pocket.

🏦 Leveraging multiple income streams for wealth building and financial freedom.

Why Tune In?

Ishali doesn’t just crunch numbers—she helps business owners think outside the box to create real wealth. From creative tax strategies to shifting your money mindset, this episode is a game-changer for entrepreneurs who want to thrive.

💬 Gem from Ishali:

"You finance everything you buy—either you pay interest to someone else, or you lose the ability to earn it. Take control."

Get in Touch with Ishali:

📧 Connect with her at TaxAccountantIDM.com or call 905-567-0706 for expert tax strategies.

Don’t miss out—hit that subscribe button and let’s take your business from zero to a hundred! 💥

Accelerators! 🚀

Are your business finances helping you grow—or holding you back? This week, we sit down with David Worrell, partner at FuseCFO, to break down how to track financial health, manage cash flow, and create a roadmap for long-term success. With a track record of scaling and exiting multiple businesses, David shares key insights every entrepreneur needs to stay profitable and financially smart.

What’s on the Menu:

📊 How to use Simple Numbers to track financial health.

💰 Mastering cash flow and avoiding bad debt.

🔍 Why every business owner needs a financial dashboard—and what to put on it.

Why Tune In?

David has helped countless businesses streamline finances, improve cash flow, and make smarter investment decisions. Whether you're a startup or a seasoned entrepreneur, this episode will change how you look at your business’s financial strategy and profitability.

💬 Gem from David:

"If you don’t track your financials, you’re flying blind—business success is in the numbers."

Get in Touch with David:

📧 Email him at [email protected] or visit FuseCFO.com for financial insights and consulting.

Don’t miss out—hit that subscribe button and let’s take your business from zero to a hundred! 💥

Want to break free from the traditional banking system and take control of your financial future? This week, we’re joined by Nick Kosko, a key member of the Create Tailwind team and co-host of the Breakaway Wealth podcast. Nick dives deep into the Infinite Banking Concept, a strategy that helps entrepreneurs build wealth, eliminate debt, and control their own capital—all while keeping their money working for them. If you’ve ever wondered how to make your money work for you instead of the banks, this is the episode you can’t afford to miss! 🎯

What’s on the Menu:

💰 The good, the bad, and the ugly of Infinite Banking.

🏦 Using life insurance as a financial tool, not just a death benefit.

🔑 How to create a system where you become your own bank.

Why Tune In?

Nick reveals the hidden truths about money, banking, and financial control—and why most people are trapped in a system designed to benefit banks, not them. If you're an entrepreneur looking to build generational wealth and keep your capital in motion, this episode is packed with game-changing insights.

💬 Gem from Nick:

"You finance everything you buy—either you pay interest to someone else or you lose the ability to earn it. Take control."

Get in Touch with Nick:

📧 Visit CreateTailwind.com to explore Infinite Banking strategies and financial freedom.

Don’t miss out—hit that subscribe button and let’s take your business from zero to a hundred! 💥

Accelerators! 🚀

Legal planning isn’t just for big corporations—it’s essential for every business owner. This week, we’re joined by Travis Weaver, co-founder of Weaver Firm Attorneys, to break down business law, estate planning, and asset protection in a way that actually makes sense. Whether you're structuring your business for tax efficiency, preparing for a smooth succession, or protecting your assets, this episode is packed with game-changing insights.

What’s on the Menu:

💼 What to ask your business attorney—and what to expect.

🔍 The difference between short-term and long-term legal planning.

🏦 How to structure your business for maximum tax efficiency and protection.

Why Tune In?

Travis shares expert strategies to future-proof your business and personal assets while avoiding common legal pitfalls. If you want to run your business smarter, minimize risk, and create a solid legal foundation, don’t miss this one!

💬 Gem from Travis:

"Your business isn’t just a company—it’s a legacy. Protect it accordingly."

Get in Touch with Travis:

📧 Visit WeaverLegal.net for legal insights and transparent pricing.

Don’t miss out—hit that subscribe button and let’s take your business from zero to a hundred! 💥

Accelerators! 🚀 Ready to unlock the secrets to sustainable business growth? We’re joined by Frank Mastronuzzi, founder of Punch Financial, who has helped over 150 companies secure more than $850M in venture funding. Frank shares how to build key relationships, create recurring revenue streams, and prepare your business for long-term success. Whether you’re navigating startup life or scaling an established company, this episode is packed with insights to take your business to the next level! 🎯

What’s on the Menu:

💼 How to nurture relationships that drive revenue and opportunities.

🔄 The power of recurring revenue to increase business value.

📊 Strategies to maintain financial clarity and avoid common startup mistakes.

Why Tune In?

Frank’s practical advice on relationships, finances, and leadership is invaluable for entrepreneurs looking to create a business that thrives—even in challenging times. Don’t miss this masterclass on resilience and growth!

💬 Gem from Frank:

"Your financials are the resume of your business—make them impeccable."

Get in Touch with Frank:

📧 Email him at [email protected] or connect on LinkedIn and Instagram at Punch Financial.

Don’t miss out—hit that subscribe button and let’s take your business from zero to a hundred! 💥

Accelerators! 🚀 Are you ready to reshape your relationship with money? This week, we’re joined by Ethan Ho, founder of Kala Capital Partners and certified financial planner, to explore how your mindset affects your finances. Ethan shares strategies for setting financial goals, managing risk, and understanding the emotional connection to money—all while building generational wealth. Whether you’re an entrepreneur or just starting your financial journey, this episode is packed with actionable insights to help you thrive! 🎯

What’s on the Menu:

💼 Setting financial goals and actually achieving them.

🧠 Overcoming limiting beliefs about money and wealth.

🔑 Creating a plan to enjoy the wealth you’re building—guilt-free!

Why Tune In?

Ethan’s fresh take on money combines practical strategies with a human approach to finance. Discover how to use money as a tool for freedom, security, and purpose, and start building the financial future you deserve.

💬 Gem from Ethan:

"Your financial goals should work for you—not the other way around."

Get in Touch with Ethan:

📧 Follow Ethan on Instagram at @EthanTheMoneyManHo or visit KalaCapitalPartners.com to learn more.

Don’t miss out—hit that subscribe button and let’s take your business from zero to a hundred! 💥