• The Elevate Your Business Podcast with Adam Koos

  • 著者： Adam Koos
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The Elevate Your Business Podcast with Adam Koos

著者： Adam Koos
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  • How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Business - a podcast where we discuss valuable but sophistricated and complex growth and exit strategies - and make them easy to understand. Join us as we talk to successful entrepreneurs, share new and profitable ideas, and help you to grow wiser and wealthier... so that you can experience limitless success in both life and business. Hosted by Adam Koós, CFP®, CMT, CEPA
    2024
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あらすじ・解説

How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Business - a podcast where we discuss valuable but sophistricated and complex growth and exit strategies - and make them easy to understand. Join us as we talk to successful entrepreneurs, share new and profitable ideas, and help you to grow wiser and wealthier... so that you can experience limitless success in both life and business. Hosted by Adam Koós, CFP®, CMT, CEPA
2024
マネジメント・リーダーシップ リーダーシップ 経済学
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  • Systemize to Scale: How Sharad Mehta Built a Real Estate Powerhouse

    Systemize to Scale: How Sharad Mehta Built a Real Estate Powerhouse
    2025/05/08
    In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Sharad Mehta, the Founder and CEO of REsimpli, to discuss how he transformed his real estate business from a solo operation into a scalable powerhouse. Sharad shares his journey from an accountant at EY to a real estate mogul who has flipped over 800 properties and built a portfolio of 60 rental units owned free and clear. As a business owner, scaling efficiently while maintaining profitability is key. Sharad breaks down how he systemized his entire operation by building REsimpli, an all-in-one real estate software solution that integrates marketing, lead management, accounting, and team collaboration. Learn how his passion for data-driven decisions and simplifying workflows allowed him to scale without sacrificing quality or profitability. If you’re looking to build a business that can operate independently of you, this episode is packed with insights on how to automate processes, leverage technology, and maintain consistency in order to scale. Plus, Sharad discusses his philosophy of financial conservatism and how it guided his decision to own properties free and clear instead of leveraging them. Whether you’re in real estate or running any kind of business, this episode provides actionable strategies for creating a scalable, resilient, and exit-ready business. Episode Highlights: 00:00 Welcome to ELEVATE Your Business Podcast 00:28 Introducing Sharad Mehta: Building a Real Estate Powerhouse 01:30 From Accounting to Real Estate: Sharad’s Entrepreneurial Journey 03:21 The Power of Systems: How REsimpli Was Born 06:01 Automating Real Estate Operations for Scalability 14:03 Building a Business That Runs Itself 18:24 Data-Driven Decisions for Sustainable Growth 18:34 Managing a Remote Real Estate Team 20:32 Building Trust and Reliable Partnerships 21:26 Real Estate as a Scalable Business Model 22:11 Why Automation Matters in Scaling 24:27 Maintaining Consistency While Scaling 29:16 Navigating Market Changes with Systems 31:23 Numbers Don’t Lie: Using Data to Drive Success 33:36 Conclusion and Contact Information Connect with Sharad Mehta and REsimpli: Website: REsimpli Website Facebook: REsimpli Facebook LinkedIn: Sharad Mehta on LinkedIn Instagram: REsimpli Instagram Twitter: REsimpli Twitter YouTube: REsimpli YouTube Channel Connect with ELEVATE and Adam Koós: CLICK BELOW to subscribe to the ELEVATE Your Business Podcast on Apple!: The ELEVATE Your Business Podcast on Apple For more resources on scaling your business, building a successful exit strategy, and business transition education, visit: https://www.elevateandexit.com Or connect with ELEVATE and Adam Koós on Social Media: Facebook: Elevate and Exit FacebookInstagram: Elevate and Exit InstagramThreads: Elevate and Exit ThreadsLinkedIn: Elevate and Exit LinkedInTwitter: ELEVATE and EXIT on TwitterTikTok: Elevate and Exit on TikTok Subscribe on YouTube: https://bit.ly/49fEWgj Subscribe on Apple Podcasts: https://apple.co/49AYmw4 Subscribe on Spotify: https://bit.ly/3T8JMGR For questions or more information, contact: Email: info@elevateandexit.com Website: www.elevateandexit.comPhone: (614) 543-1350 --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio. ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).
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    35 分
  • Leveraging Qualified Opportunity Zone State Tax Credits with Andrew Doup

    Leveraging Qualified Opportunity Zone State Tax Credits with Andrew Doup
    2024/12/19

    In this episode of Elevate Your Business, Adam welcomes Andrew Doup, founder of Syndication Counsel, to discuss the powerful tax benefits of Qualified Opportunity Zones. Andrew shares his expertise on how these zones work, the federal and state tax incentives they offer, and how investors can strategically leverage them to maximize their returns while minimizing their tax liabilities.

    Adam and Andrew explore practical tips for properly utilizing Qualified Opportunity Zones, highlighting common mistakes to avoid and the key steps to unlocking their full investment potential. Whether you’re an investor, business owner, or simply curious about tax-saving opportunities, this episode provides actionable insights for maximizing your financial strategy.

    https://www.syndicationcounsel.com/

    Subscribe on YouTube: https://bit.ly/49fEWgj
    Subscribe on Apple Podcasts: https://apple.co/49AYmw4
    Subscribe on Spotify: https://bit.ly/3T8JMGR

    Elevate and Exit: https://bit.ly/3xwKDsU

    Libertas Wealth: https://bit.ly/3HpmN2o

    For more VIDEO podcasts like this one: https://bit.ly/42uevkm

    For more AUDIO podcasts: https://bit.ly/3PHXHzo

    For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR

    For general financial educational ARTICLES: https://bit.ly/3VyJbzP

    For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk

    Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U
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    32 分
  • Smart Strategies for a Successful Business Exit with Joseph Sofia

    Smart Strategies for a Successful Business Exit with Joseph Sofia
    2024/12/12

    In this episode of Elevate Your Business, Adam sits down with Joseph Sofia, Regional President of First National Bank in Central Ohio. With expertise in commercial and middle-market banking, loan origination, portfolio management, and credit analysis, Joseph shares practical insights for business owners navigating the complexities of scaling and selling a business.

    Joseph reveals one actionable step business owners can take right now to create a "profitable goodbye" when it comes time to exit their business. He and Adam discuss why the cost of selling often causes unnecessary worry and unpack one major oversight people make during the selling process. Finally, Joseph offers guidance on how to successfully scale a business to maximize profitability, ensuring a smoother path to long-term success. This episode is packed with advice for business owners looking to build value and prepare for the future.

    https://www.linkedin.com/in/josephsofia/

    https://www.bankatfirst.com/business/resources/commercial-markets/central-ohio.html

    Subscribe on YouTube: https://bit.ly/49fEWgj
    Subscribe on Apple Podcasts: https://apple.co/49AYmw4
    Subscribe on Spotify: https://bit.ly/3T8JMGR

    Elevate and Exit: https://bit.ly/3xwKDsU

    Libertas Wealth: https://bit.ly/3HpmN2o

    For more VIDEO podcasts like this one: https://bit.ly/42uevkm

    For more AUDIO podcasts: https://bit.ly/3PHXHzo

    For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR

    For general financial educational ARTICLES: https://bit.ly/3VyJbzP

    For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk

    Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U
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    48 分

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