This week our guest on the show is Michael Koeppel. Michael is the managing director and founder of Lakelet Advisory Group. In his roles as a board director, C-level leader, and business transformation strategist, he…
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Profit First With Rocky Lalvani | Ep 221
In this episode of Grow Money Business, we are joined by Rocky Lalvani. Rocky is a chief profitability advisor and currently works in his business consulting practice following the principles written in the book ‘Profit…
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Best Practices for Raising Capital With Karl Dakin l Ep 215
Historically, business growth was heavily dependent on the ability to obtain a bank loan. Over the last few decades, there have been a lot of advancements in the ways that companies can raise capital for…
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The Dos and Don’ts of Selling Your Company with Chris Younger l Ep 209
This week’s guest on Grow Money Business is Chris Younger. Chris is the CEO and co-founder of Class VI Partners, an investment bank in Denver, Colorado, specializing in assisting business owners in reaching their full…
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Roth Accounts & Your Retirement Plan: New Options for Business Owners l Ep 206
Roth Accounts & Your Retirement Plan: New Options for Business Owners The SECURE 2.0 Act of 2022 is a piece of legislation that passed at the end of last year and created new Roth options…
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The Structure of Success With Patrick Esposito l Ep 205
This week on Grow Money Business we are joined by Patrick Esposito. Patrick is an entrepreneur, business executive, attorney, advisor, and author who currently serves as president of ACME General Corp., a leading public-sector innovation…
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October Market Commentary: A New Era for the Economy Creates Uncertainty
September Recap and October Outlook The outcome of the Fed’s meeting in September was to hold rates at the current level. It has been described as a “hawkish pause,” and the Fed was clear in…
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Tax Strategy For Business Owners With Jeff Trapp l Ep 201
Tax Strategy for Business Owners This week on Grow Money Business our guest is Jeff Trapp, who is a tax strategist and the founder of Tax Planning Pros. Jeff has devoted his career to assisting…
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Asset Protection Strategies Using LLCs With Lee Phillips I Ep 188
This week’s episode of Grow Money Business features Lee Phillips. Lee is a US Supreme Court counselor and Federal Tax Court attorney, specializing in asset protection using business structures like LLCs. He is the founder…
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Small Business Retirement Plans — SIMPLE, SEP-IRA and Solo 401(k)
Small companies shouldn’t forgo retirement savings just because a 401(k) plan can be expensive to set up and maintain. There are options specifically for smaller businesses: a Savings Incentive Match Plan for Employees (SIMPLE) plan, a Simplified Employee Pension…
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