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)

How to Guarantee a Successful Transition with Casey Campbell

How to Guarantee a Successful Transition with Casey Campbell

Casey Campbell is the Managing Partner at PSK, a CPA firm that provides a wide range of business, personal accounting, and advisory services. He specializes in tax plan consultation and oversees team ...

10 Jan 202242min

Repeatable Acts of Success with Ken Stibler

Repeatable Acts of Success with Ken Stibler

Ken Stibler is the Master Chair and International Speaker at Vistage, the world's top CEO organization with over 21,000 members across 25 countries. The goal of Vistage is to help leaders improve and ...

21 Des 202137min

Becoming Comfortable with Selling with Layne Kasper

Becoming Comfortable with Selling with Layne Kasper

Layne Kasper is Managing Partner at Kasper & Associates, a firm that works with medium-sized businesses and helps business owners sell their companies. Layne has been the firm's Managing Partner since...

7 Des 202127min

Boosting Your Business Credibility with Chris McKee

Boosting Your Business Credibility with Chris McKee

Chris McKee is the president and founder of Venturity Financial Partners, an outsourced accounting firm in the Dallas, Texas area. The firm offers a wide range of bookkeeping, accounting, and CFO serv...

15 Nov 202143min

Breaking The Barriers That Hinder Business Expansion with Dr. Randy Hamilton

Breaking The Barriers That Hinder Business Expansion with Dr. Randy Hamilton

Dr. Randy Hamilton is a pediatric dentist and part of D4C Dental Brands, one of the country's fastest-growing pediatric dental and orthodontic networks. Before partnering with D4C, Randy owned and dir...

1 Nov 202148min

An Exit Strategy is A Good Business Strategy with Tom Bronson

An Exit Strategy is A Good Business Strategy with Tom Bronson

Tom Bronson is the President of Mastery Partners, a company that helps business owners smoothly transition their business and define the ultimate exit strategy that fits their terms. He is the author ...

18 Okt 202145min

The Ultimate Goal of Selling Your Business with Michael Sweet

The Ultimate Goal of Selling Your Business with Michael Sweet

Michael "Mike" Sweet is an attorney for Brackett & Ellis, a Fort Worth law firm that provides a wide range of litigation and transaction services. He has extensive experience representing clients in a...

4 Okt 202143min

Making The Most Out of Your God-Given Opportunities with Odes Mitchell

Making The Most Out of Your God-Given Opportunities with Odes Mitchell

Odes Mitchell is the CEO of GM Pharmaceuticals, a family-owned and operated pharmaceutical company based in Arlington, Texas. Established in 1991, the company has produced over-the-counter and prescri...

20 Sep 202131min

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