From Corporate Executive to Business Owner with Matt Krzysiak

Matt Krzysiak is the founder of Crest Solutions Group, an organization that helps its clients unlock their business' potential by turning data into actionable information. Matt is a proven dynamic business leader, problem solver, and communicator known for delivering results. Before founding Crest Solutions Group, Matt held several C-suite and senior executive roles in several companies: Senior Vice President of Administration at USHEALTH Group, CEO of the National Motor Club Holdings, Inc., and Director of Information Systems at Specialized Association Services, Inc. He is also the former owner and director of MARTEX Software. Matt holds a degree in Electrical Engineering from Texas A&M University and received his Master of Business Administration degree from the Cox School of Business at Southern Methodist University.

Matt joins me today to discuss how great financial habits such as saving up and intentionally managing his lifestyle and family impacted his financial and personal life later in his career. He describes his professional journey and reveals what he's learned from founding his own company. He explains how he learned about running a business from experience and why he decided to pursue an MBA later on. Matt also highlights the importance of cultivating culture in an organization and underscores how having a plan and being focused lead to effective execution.

"I've got the tech background and the MBA, but the big thing about running a business is the people and culture and getting a lot of that right." - Matt Krzysiak

This week on Priorities Lifestyle:

• Matt's professional history and the early days of PCs

• His journey to self-employment

• Balancing entrepreneurship and family

• The founding of MARTEX Software

• Leaving MARTEX Software and joining Specialized Association Services

• The importance of establishing operating agreements early in the business

• Why Matt decided to pursue an MBA and how he became involved with Vistage

• The value of joining a community for executives like Vistage

• Matt's time and experience at the National Motor Club Holdings

• Creating an exit strategy and staying on top of external market forces

• How one of Matt's first consulting clients became his business mentor

• Matt's transition into USHEALTH Group

• Joining USHEALTH Group and running its business operations

• Taking advantage of a 401(k) matching program

• Founding Crest Solutions Group

Our Favorite Quotes:

• "As we're making these decisions to build our future, we tend to forget that you need to make money to support your family. That's been a real balancing act through my entire career—ensuring that I'm making enough money to pay the mortgage and that the kids have clothes while my career is moving in the right direction." - Rob Schulz

• "External forces are always at play and will sneak up at you if you're not paying attention." - Matt Krzysiak

• "Relationships are really important, and you want to ensure that you keep in contact with people." - Rob Schulz

Connect with Matt Krzysiak:

• Crest Solutions Group

• Matt Krzysiak on LinkedIn

• Email: info@CrestSolutionsGroup.com | matt@krzysiak.com

About Rob Schulz and P&L Priorities & LIfestyle Podcast

The P&L: Priorities & Lifestyle Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company.

Email Rob at rob.schulz@schulzwealth.com with questions and comments, or to schedule a one-on-one conversation.

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*You're listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.