P&L: Priorities & Lifestyle

P&L: Priorities & Lifestyle

P&L (Priorities and Lifestyle) Podcast with Rob Schulz is a show for business owners. Join us as host and financial planner Rob Schulz connects with business owners and experts to talk about business building, life, money — and the all-important transition out of the business, which is a challenge and an opportunity for everyone who steps on this path. See our disclosures here - https://www.schulzwealth.com/

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Episoder(96)

Running Everything on the Cloud with Kelly Herrod

Running Everything on the Cloud with Kelly Herrod

Kelly Herrod is the Owner and President of Herrod Technology (Herrod Tech). Herrod Tech is an information technology and services company that supports businesses by managing their IT, including cloud...

3 Mai 202240min

Family Transitions from the Perspective of the Next Generation with Chad Bruce

Family Transitions from the Perspective of the Next Generation with Chad Bruce

Chad Bruce is the President of GluDown, a business that serves the construction adhesives market through aerosol and canister adhesives, epoxies, sealants, foam tapes, and more. As President, Chad is ...

19 Apr 202252min

Creating Value in Your Business with Georgine Muntz

Creating Value in Your Business with Georgine Muntz

Georgine Muntz is the CEO and Strategic Advisor of Visual Matrix, a software development company that provides an all-in-one property management system for the hospitality industry. They serve over 2,...

5 Apr 202238min

Protecting Your Business from Cyberattacks with Michael Young

Protecting Your Business from Cyberattacks with Michael Young

Michael Young is the Owner and Senior IT Consultant of Computer CPR, a firm that provides over 140 small businesses of various industries with expert computer repair and IT support, emphasizing cybers...

22 Mar 202251min

Using Data To Promote Driver Safety with Rick Larkin

Using Data To Promote Driver Safety with Rick Larkin

Rick Larkin is the Chief Information Officer at BCB Transport, a trucking company in Texas that empowers its independent contractors, employees, and truck drivers. Unlike most transport companies, Ric...

8 Mar 202250min

Planning for Your Business Transition with Trey Dacy

Planning for Your Business Transition with Trey Dacy

Trey Dacy is a partner at Insurica, an insurance broker specializing in construction, energy, manufacturing, and healthcare. He has decades of experience in the industry, particularly in commercial pr...

22 Feb 202258min

Life as an IRS Agent with Gil Vollmering

Life as an IRS Agent with Gil Vollmering

Gil Vollmering is the owner of Waters, Vollmering & Associates, an accounting firm headquartered in Mansfield, Texas that has been providing service since 1985. Before becoming a firm partner, Gil was...

8 Feb 202257min

The Seller's Journey with Denise Logan

The Seller's Journey with Denise Logan

Denise Logan—who is called The Seller Whisperer—coaches leaders and business owners on how to leave or sell their businesses successfully without feeling empty afterward. She is a speaker who regularl...

24 Jan 202254min

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