7. Visionary Founder

In this tax-advantaged episode, Ashley Tison, Founder and President of OZPros, shares how he discovered the most significant economic development incentive offered by Congress and how you can use it to dramatically reduce your tax impact. If you are thinking about selling your business, buying or starting a business, or looking for an efficient way to put your money to work for you, you won't want to miss this episode.

You will discover:

- Why don't you need to be an accredited investor to take advantage of these great opportunities?

- What is an Opportunity Zone, and how can you use it to defer and even dramatically reduce your capital gains taxes?

- How do you structure a Qualified Opportunity Fund and Qualified Opportunity Zone Business for maximum tax impact?

In this high-roi episode, Keith Blackborg, Owner of Financial Journey, LLC, shares how you can make the leap from founder/owner to investor and put your wealth to work for you all in the context of a community of fellow founders and investors.

You will discover:

- How to achieve ""work optional"" without being put out to pasture
- Why the sophistication of your wealth strategy has to expand beyond your business
- How a community of investors will help you avoid the biggest mistake successful founders make once they exit their business

In this legacy-leaving episode, Adam Zuckerman, Founder of Buried in Work, shares how he became a cross-disciplinary generalist with a track record of success creating and leading initiatives at Fortune 500 companies and startups for over twenty years.

You will discover:

- How most founders get their estate planning wrong
- A simple exercise you can use to create enormous clarity to your exit strategy.
- The unique benefits only founders get from estate planning.

In this 10x episode, Jeffrey Feldberg, Co-Founder of Deep Wealth, shares how he specializes in helping business owners with the strategies they need to grow profits and maximize their exit value.

You will discover:

- Why you probably never want to approve an unsolicited offer to buy your business
- How the skills to start, scale, and sell all differ for founders
- How to fight back imposter syndrome when selling

In this global episode, Rick Tamlyn, Co-Founder & Owner of Its All Made Up, Inc., shares how he became a trusted advisor for Fortune 100 companies, small businesses, nonprofits, and churches.

You will discover:

- How success differs in the first half of life from the second
- Why most successful founders find themselves asking, "Now what?"
- Why our problem as a society isn't working too much (and what it is instead)

In this forthright episode, Kit Lisle, Founder of The Operators, shares how he helps to empower Operators in their roles as executives of private equity-backed portfolio companies by enabling them to find the answers they need

You will discover:

- Why alignment around the investment thesis is essential
- How PE Culture Shock impacts everyone
- The three types of PE backed execs and the challenges they face