June 26, 2015
Richard and Joe welcomed back sponsor and friend, Carl Sheeler of Berkeley Research Group, LLC. Dr. Sheeler is retained by companies as a “Strategic Value Architect” to distill complex issues into a strategic plan that mitigates risk, closes operational gaps and improves human and financial performance. In fact, Dr. Sheeler’s professional expertise is beneficial not only to start-up businesses, but also to those that have been thriving for years. The discussion will touch on some of the current issues with business valuations that pertain to accounting practices and implementation, executive compensation of in public companies and more.
Dr. Sheeler recently published a book, Equity Valuation: A Tool to Enhance Value and Mitigate Risk. The book focuses on how to apply valuation techniques and leverage human capital and operational effectiveness.
Dr. Sheeler is a national thought-leader on identifying and quantifying risks and how intangible assets create, enhance, and diminish value.
LISTEN TO PODCAST
Listen to a podcast of Carl Sheeler’s interview!
June 18, 2015This weeks guest will be Paul Hynes, President and CEO of HearthStone Private Wealth Management. A Certified Financial Planner, Paul founded Hearthstone in 2006 leaving a successful 22-year career at a large Wall Street investment firm. HearthStone is a fee-only financial planning firm never satisfied with “good enough” and constantly searching for “better” only ... Read more
June 13, 2015Saturday, Joe Vecchio broadcasted the show from the Berry Good Night event in La Jolla. Hosted by Bill & Michelle Lerach and now in its sixth year, the event celebrates local growers, ranchers, and producers, along with championing the ideology of sustainable food. It unites kindred spirits—artisans, food activists, farmers, ranchers, winemakers, brewers, writers, chefs, restaurateurs and dedicated locavores—for ... Read more
June 5, 2015This week Richard was joined by show sponsors Don Eppich and Paul Polito, founders of the Polito Eppich accounting firm which specializes in accounting services for businesses generating revenues from $500k to $150 million a year. Generally, these businesses are dynamic, growing, and have complex tax structures but limited financial management resources. Combined with their ... Read more
May 29, 2015Richard and Joe’s welcomed guest, Mitch Siegler, Co-founder and Senior Managing Director of Pathfinder Partners. Specializing in real estate, Pathfinder Partners is a leading middle-market real estate fund manager specializing in transactions that are “below the radar” of large institutional investors. They are focused on value-added situations where infusion of capital or improved asset ... Read more
May 26, 2015Creation, preservation and legacy of great wealth in a second “Gilded Age” This week, UBS and PwC launched the 2015 Billionaires Report, entitled “Billionaires: Master architects of great wealth and lasting legacies”. During the past 35 years, billionaires have created extraordinary wealth on a scale not seen since the “Gilded Age” at the beginning of the 20th ... Read more
May 23, 2015Kings of the Craft Documentary Director Ben Moxley Ben Moxley joins the show to talk about the craft beer industry. He is the the director of a new local San Diego KPBS series that made its debut on May 21st entitled, Kings of the Craft. The six-part series features stories from established craft beer makers in ... Read more
May 16, 2015The guest was Howard D. Finkelstein, a partner in Finkelstein & Krinsk, LLP which specializes in investor, consumer and employee class actions law suits. Mr. Finkelstein talks about the Allianz class action suit. The suit alleges the Allianz lured 230,000 seniors into buying poorly performing deferred annuities with harsh surrender policies and is in the ... Read more
May 9, 2015The second of a 2-part series on the “CPA Firm of the Future” featuring guests Richard Francis and Jody L. Padar. Richard Francis Richard Francis heads up Spotlight Reporting, a software company that offers advanced reporting and dashboard reporting tools and multi-entity analysis to accountants and organizations globally. Their cloud-based tools can integrate data from a variety ... Read more
April 30, 2015Ronald J. Baker and Daniel D. Morris are founders of the Verasage Institute, a leading think tank dedicated to promulgating and teaching value-based pricing, economics, and human capital development to professionals and businesses around the world. Ronald J. Baker, a founder of the VeraSage Institute, began his CPA career KPMG’s Private business Advisory Services. A ... Read more
April 24, 2015Richard and Joe welcome Malcolm Avner and Andrew Hewitt. Malcolm Avner Mr. Avner is a business leader and life coach. He has built his more than 25 year professional coaching career on three core principles: 1. Isolation breeds under performance. We do better when we allow ourselves to be supported by others 2. Judgment of inadequacy is the predominant ... Read more