Month: August 2024
Avoiding Regret: How to Plan Your Business Exit with Geoff Eliason (Ep. 87)

Avoiding Regret: How to Plan Your Business Exit with Geoff Eliason (Ep. 87)

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Did you know that over 70% of business succession efforts fail, and even successful entrepreneurs often regret their decisions a year later?

This week on Smart. Money. Simplified, Brent Mekosh sits down with Geoff Eliason from SDR Ventures to delve into the critical aspects of business succession planning, the importance of having a coordinated team, and how to prepare for a successful exit strategy. 

Geoff’s extensive experience in investment banking and understanding of the entrepreneurial landscape provide invaluable insights into preparing business owners for the most significant financial decisions of their lives.

Episode talking points include: 

  • The importance of a holistic succession plan for business owners
  • Key reasons behind the regret and dissatisfaction post-business sale
  • The role of financial advisors in successful business transitions
  • How to assemble a supportive team for a seamless succession process
  • And more!

Connect with Geoff Eliason:

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About Our Guest:

Geoff Eliason joined the SDR Ventures team in 2021. In his role as Principal, Geoff brings 16 years of industry experience to the organization and its clients. His primary responsibilities are building and sustaining operational efficiencies across the firm and maximizing the client service model. Geoff is dedicated to providing strategic solutions specific to the complexities of the M&A process. Embracing SDR Ventures’ firm-wide commitment to serving its clients, Geoff channels his years of experience and strategic relationships towards enhancing business valuations and providing thought leadership to the entrepreneurial community. Geoff holds his Series 79, 24, and 63 securities licenses and serves as SDR Capital Markets Chief Compliance Officer. Geoff is passionate about teamwork, given his commitment to both education and athletics.

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From Seminary to Success: David Yep on Faith, Freedom, and Leading with Purpose (Ep. 86)

From Seminary to Success: David Yep on Faith, Freedom, and Leading with Purpose (Ep. 86)

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Are you part of the 70% of business owners who struggle with ensuring the long-term growth and sustainability of their company?

This week, Brent Mekosh and David Yap explore David’s transformative journey from almost becoming a Catholic priest to leading as the Vice President and Chief Revenue Officer at TRIUNE Health Group.  

Tune in as David shares his 13-year stint in the seminary, his thoughts on true freedom and spirituality, and how these experiences shape his approach to business and life.

Talking points include: 

  • The challenges and revelations of embracing celibacy and spirituality
  • The transition from religious life to thriving in the business world
  • Insights into fostering a strong company culture and effective leadership
  • The role of authentic living in achieving success and fulfillment
  • And more!

Resources:

Connect with David Yep:

Connect with Brent Mekosh:

About Our Guest:

David Yep earned an associate’s degree in classical humanities in Salamanca, Spain, completing his bachelor’s degree in philosophy and liberal arts from Regina Apostolorum in Rome, Italy. Living in Europe for 10 years, he became fluent in Spanish, Italian, and German. He completed his education with a Master’s in Business Administration from the Acton School of Business in Austin, Texas. 

His determination to gain outside perspective from the family business and healthcare brought him to leadership roles in both the non-profit and manufacturing sectors, always tasked with and successfully executing company growth strategies. David rejoined TRIUNE with the task of continuing and accelerating their growth trajectory, assuming responsibility for all business development initiatives and the company’s financial success. In 2019, with his parents’ blessing, David led TRIUNE as Vice-President and Chief Revenue Officer.

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The Power of Stories in Shaping Economics and Society with Bill Tucker (Ep. 85)

The Power of Stories in Shaping Economics and Society with Bill Tucker (Ep. 85)

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Contrary to popular belief, the media isn’t just about news — it’s about shaping our entire worldview. 

Are you ready to uncover the evolving landscape of journalism in these tumultuous times?

Brent Mekosh sits down with award-winning journalist Bill Tucker to delve into the intricacies of contemporary media, its accountability, and the profound impact of economic stories on our lives. Bill shares his views on the media’s role in holding power to account and the stark interactions between economic policy and societal well-being.

Bill discusses:

  • The influence of media biases and the role of citizen journalism
  • The dynamic shifts in political landscapes with new presidential candidates
  • The shift from traditional media to digital platforms and its effect on news consumption
  • The role of journalism in maintaining democratic values during contentious political times
  • And more!

Connect with Bill Tucker:

Connect with Brent Mekosh:

About Our Guest:

Bill’s media journey began in a small FM Radio station in Texas and is now a podcast producer at ProudMouth.

His experience is vast in the world of media including, a television news producer, (George Foster Peabody winner),  a television news reporter (Emmy award winner and three-time nominee)

As a news executive, he co-led the team that built and launched television’s first digital network, CNNfn, blogged on energy for forbes.com, interviewed CEOs for the NASDAQ CEO Signature Series, and hosted radio shows on religion, faith, and business.

His experience does not end there. He has written for print media, served as executive producer and host for network shows, and created stories for social media posts that have garnered hundreds of thousands of views.

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