In this episode…

Andrea begins the episode introducing Stephanie, and asks her exactly what it was that drove her into owning her own business. More specifically, what drove her to Finance-Ability.

What gave Stephanie the heart for business? It stemmed from watching her parents who owned their own business. When her parents were ready to retire, they reached out to Stephanie who helped them place value on their business so they could talk about it like the asset it was.

Stephanie shares how she helps businesses plan an exit strategy that doesn’t just include hanging their hat...

In this episode…

Stephanie shares that her parents owned a business while she was in high school, but when time came to sell their business and retire, they struggled to find buyers.  She realized then that the business was sellable, but they didn’t know how to talk about their business as an investment.

For Stephanie, it is fun to see people get excited, but she tries to help when they are frustrated because they see a way to grow but don’t know how to find the money to do it.  Most entrepreneurs are not finance people, so don’t always understand...

Tiffany Bisconer is a Certified Public Accountant (CPA) with over 20 years of experience in the fields of accounting and tax. 

Tiffany has worked with one of the top 10 Certified Public Accounting and Consulting Firms in the nation and is currently the Director of Acena Consulting focusing on providing specialty tax incentive consulting services. 

Combining her private industry and public accounting experience, she works with CPA firms and directly with business owners and leadership teams in multiple industries at all levels of growth, to help educate and identify...

A 20-year finance industry veteran, podcaster, writer, and speaker, George is working to help people get better at money and life so they can live how they want.  

He spent 10 years with a Fortune 100 company as an advisor as well as in leadership positions where he impacted thousands of people and developed training curriculums.  

George is the President of Financial Consulting Professionals, the Founder and Chief Community Officer of Money Alignment Academy, and the host of the Money Savage podcast.

He’s also been named to Investopedia's list of the Top 100 Most...

Sean O’Brien,  is Co-Founder and Managing Partner of Overline, an Atlanta-based seed-stage venture capital fund that he runs with his partner, Michael Cohn. 

Sean has been in the investment business for nearly 30 years, with roles in investment banking, hedge fund management, corporate development and venture capital. 

He is an All-Star Mentor in the Techstars network, a mentor in the Endeavor network, and an advisor to a number of startups. 

Sean received his degree from NYU and lives in the Atlanta area with his wife and twin daughters. 

In...

Loretta McCarthy is a managing partner at Golden Seeds LLC, an investment consortium that invests in early-stage women-led businesses. Currently, Golden Seeds is one of the biggest and most active angel investment networks in the US. Loretta Managed the National Golden Seeds Network. She has also previously worked with companies on Wall Street such as American Express and OppenheimerFunds , and has served as a board member of many nonprofit and for-profit organizations.

Here’s a glimpse of what you’ll learn: 

• [1:51] Speed round with Loretta...

Welcome to the final part of a four-part series to tackle the ghosts of your numbers past, present, and future. 

Last week we talked about the numbers of your present - the KPIs that will help you make decisions day-to-day.

Today we'll cover the numbers of your future - your financial forecast/projection/model:

• What is a financial forecast?
• How will a financial forecast help me run my business?
• How do I build a financial forecast?
• What are the biggest pitfalls to avoid with forecasts?

I put this series together to share which numbers matter, what it takes to build a quality...

Sonny Patel is the Founder and CEO of Insurmi, an AI-based engagement platform for insurance carriers. He started the company just three years ago at the age of 21 while working as a Sales Director and Financial Advisor for a top life insurance company. During that time, he realized the process of buying and selling insurance was unnecessarily cumbersome and outdated. 

 Determined to change the process, Sonny worked to develop a solution that would simplify the task and take the guesswork out of insurance buying. That solution would eventually become Insurmi. Now, Insurmi is being...

Melissa Lamson is an executive coach, author of six books, and speaker who has worked on projects in over 40 countries. She has built and run companies both in Europe and the US. For over 20 years she has developed leadership strategy, designed and taught leadership programs for companies like 3M, IKEA, Linkedin, MTV and Space X. Melissa's signature program for women leaders was the most highly attended program at SAP for 10 years. Melissa has been featured in the Wall Street Journal, Chicago Tribune and Forbes. She is a former columnist for Inc. Magazine. She...

Eric Smith has over ten years of experience in Technology Commercialization and a passion for entrepreneurship. Eric came to the University of Arizona Center for Innovation after serving as the Commercialization Network Manager for Tech Launch Arizona (TLA), the University of Arizona's office responsible for moving UA research and technological innovation into the marketplace. 

While Eric was at TLA, he focused on building and leveraging a network of domain experts and business leaders who consult on university technologies to help reveal their commercial relevance. He also managed the...