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In 2019, a chef who owns a food truck business transitioned to having his own financial literacy business with a mission to help entrepreneurs obtain the capital and credit they need and has already helped raise almost $2 million capital. (DaRel Daniels) finance financial exit fte 1-5 operational exit podcast sales <$0.5m aud usa Apr 12, 2023

In this episode, Troy interviews DaRel Daniels from Alsace Legacy Group. He's based in Charlotte in the United...

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15+ years in finance roles in large media and technology businesses, now helping founders and CEOs of startups by providing commercial and strategic financial advice. Growing 50% in revenue from the previous year with over 5 FTEs. (Michelle Kvello) australia finance fte 1-5 podcast sales $0.5m-$1m aud Dec 21, 2022

In this episode, I interview Michelle Kvello, Managing Director and CFO of Lantern Partners based in Sydney,...

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From working as a trader, now the Founder and CEO of financing business. Helping business owners grow and scale their businesses by getting them the best financing options & providing a highly trained adviser with over 8 FTEs. (Jonathan Fodera) finance financial exit fte 21-30 operational exit podcast sales $1m-$3m aud usa Sep 07, 2022

In this episode, I interview Jonathan Fodera, the President of Integrated Business Financing based in...

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With over 10 years of experience in the digital media business, now helping practitioners navigate the intricate world of M&A by providing access to the industry's top experts with over 6 million in revenue and 50 FTEs. (Kison Patel) finance financial exit fte 41-50 operational exit podcast sales $5m-$10m aud usa Aug 17, 2022

In this episode, I interview Kison Patel, the CEO of M&A Science based in Chicago, USA. Kison set up his own...

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He has been in valuation since 2000, started his own valuation company in 2010, aged 31, helping clients with raising capital, estate planning, and mergers & acquisitions. From no people in 2010 to the current 25 FTEs. (Bharat Kanodia) finance fte 21-30 podcast sales $3m-$5m aud usa Oct 28, 2021

In this episode, I interview Bharat Kanodia, the Founder and Chief Appraiser at Veristrat based in San Francisco,...

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Started by doing workshops and later founded a wealth management business, from no clients to one of the most successful financial advisory practices. Grow team to 13 FTEs, with revenue growth exceeding 20% for over 20 years. (Rocco Carriero) book publishing finance fte 11-20 podcast sales $3m-$5m aud usa Aug 19, 2021

In this episode, I interview Rocco Carriero, a private wealth advisor and founder of Rocco A. Carriero Wealth...

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With a background in finance, co-founded a technology company based on the financial storytelling techniques currently used by 40,000 people in 96 countries around the world. Started with only 3 FTE to more than 40 FTE. (Alan Miltz) australia finance fte 31-40 podcast sales $5m-$10m aud Jul 22, 2021

In this episode, I interview Alan Miltz, the Co-founder and Director of Cash Flow Story, a technology company based...

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In 2008, joined the team of a mortgage broking firm, became the General Manager in 2011 & bought the franchise which has been established for 15 years. Has settled $274M in loans in 2012, boosted up to $408M after a year. (Matt Cunliffe) australia finance franchise fte 11-20 podcast sales $30m-$40m aud Jun 03, 2021

In this episode, I interview Matt Cunliffe, the Managing Director of Mortgage Choice in Brisbane, a...

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In her late 20s, started an online investment platform, providing equal opportunity to everyone who wants to grow their wealth. From no customer to over 350,000 investors & from a small team to the current 150 members in 5 yrs. (Brooke Roberts) bcorp finance fte 100+ new zealand podcast sales $1m-$3m aud May 10, 2021

In this episode, I interview Brooke Roberts, the Co-Founder, Co-CEO, and Director of Sharesies based in...

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Youngest Telstra Business award winner, a 22yo real estate agent. Sold the agency, lost most of the gain thanks to a friend, started another agency, sold it – now a successful mortgage broker, grew 2 FTE to 16 in 6 years. (Kirsty Dunphey) australia finance fte 11-20 podcast real estate sales $1m-$3m aud Apr 26, 2021

In this episode, I interview Kirsty Dunphey, the Co-Founder and Director of Up Loans, an award-winning...

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A CA started a cafe retail & coffee roasting, sold it – now a CEO of an accounting & finance firm that helps business owners drive growth through outsourcing, working with 1000 clients of different industries & has 20 FTE. (Lachlan Grant) australia finance podcast subject matter expert Apr 22, 2021

In this episode, I interview Lachlan Grant, the CEO of Sidney-based Vital Addition, an accounting, and...

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Aged 36 in 2014, career changed. Violeta Finance helping people achieve their property and financial dreams. Increasing revenue by 50% each year. From no team members, now has 3.5 FTE (Jo Violeta) australia finance fte 1-5 podcast sales $1m-$3m aud Apr 06, 2021

In this episode, I interview Jo Violeta, the marketing manager and Co-owner of Violeta Finance. Violeta...

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Started Valocity which was rapidly adopted by big banks in New Zealand, Australia, India and Singapore within 6 years to become an industry leader, and grew it organically from a small team to the current almost 100 FTE (Carmen Vicelich) finance fte 51-100 new zealand podcast sales $10m-$20m aud Feb 22, 2021

In this episode, I interview Carmen Vicelich, the award-winning founder and Global CEO of Valocity Global, a...

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