Why Most Incentive Plans Fail—and How Thoughtful CEOs Get Them Right

My Guest I’m joined this week by Stacey Carroll, who has spent substantially her entire career leading HR organizations across a wide array of companies, with a specific focus on compensation & benefits. She has also spent the past 14 years leading HR Experts on Call, a company she founded where she acts as anContinue reading “Why Most Incentive Plans Fail—and How Thoughtful CEOs Get Them Right”

Installing an Operating System in Your Business: Lessons from Real EOS Implementations

My Guest Over the past handful of years, there has been substantial growth in the number of companies who have decided to implement formal “operating systems” to govern certain strategic and operational decisions within their businesses. I implemented EOS (or “the Entrepreneurial Operating System”) in my own company beginning in 2015, and we continued toContinue reading “Installing an Operating System in Your Business: Lessons from Real EOS Implementations”

How A.I. is Transforming the Acquisition and Operations of Small Businesses

My Guest You are likely aware of how much AI has already changed how we live and how we work. You’re probably also aware – at least vaguely – of how much it will continue to change the way that we live and work over the coming months and years. The process of searching for,Continue reading “How A.I. is Transforming the Acquisition and Operations of Small Businesses”

Rob Markey: Creator of the Net Promoter Score and Founder of Bain’s Global Customer Strategy Practice

My Guest Rob Markey is the creator of the widely-used Net Promoter Score (“NPS”) system. Rob also leads the NPS Loyalty Forum, a group of 35 senior executives from loyalty-leading companies around the world, such as The Vanguard Group, American Express, JetBlue, TD Bank, LEGO, Progressive Insurance, PwC and Intuit. He is also the co-authorContinue reading “Rob Markey: Creator of the Net Promoter Score and Founder of Bain’s Global Customer Strategy Practice”

Building Better CEOs: Lessons From a Veteran Executive Coach

My Guest Sherman Black is an executive coach that specializes in working with CEOs running small and medium-sized businesses. His coaching practice, at least in part, is based on over 35 years of experience leading and transforming companies himself. Among other things, Sherman spent 15 years as a technology CEO across public and private companies,Continue reading “Building Better CEOs: Lessons From a Veteran Executive Coach”

Evaluating Customer Retention in Recurring Revenue Businesses: With Craig Zingerline

My Guest Craig Zingerline is a serial entrepreneur currently working as the CEO of Growth Minded, a company that helps startups and other technology companies scale their growth and retention strategies. Prior to Growth Minded, he founded Velocity Growth and scaled to 7-figures of ARR, was Chief Product Officer at Sandboxx, and the Head ofContinue reading “Evaluating Customer Retention in Recurring Revenue Businesses: With Craig Zingerline”

A Finance Survival Guide for SMB CEOs: Liquidity, Hiring, Budgeting, Capital Allocation & More

My Guest Nicholas Andrews is the Founder of Aspen Consulting Group, a company that performs finance, accounting, and operations consulting for a wide range of small and medium sized businesses. Aspen’s services include technical accounting, corporate finance, valuations, operations planning and M&A due diligence, among others. Prior to founding the Aspen Consulting group, Nick wasContinue reading “A Finance Survival Guide for SMB CEOs: Liquidity, Hiring, Budgeting, Capital Allocation & More”

Is Home Services Still a Good Bet? A Veteran Operator’s Take on a Saturated Market

My Guest Collin Hathaway is the Founder of Skylight Capital, a micro-cap private equity firm investing in companies with less than $5M EBITDA. Prior to founding Skylight, Collin led the deal origination team at Alpine Investors, where he managed a team focused on locating and evaluating new investment opportunities. In addition to currently serving asContinue reading “Is Home Services Still a Good Bet? A Veteran Operator’s Take on a Saturated Market”

A Playbook for Growing People-Intensive Service Companies

My Guest John Ratliff started Appletree Answers, a telephone answering service, from his apartment in 1995. After growing the company to 24 US-based locations and more than 600 employees, he sold the company to a strategic buyer in 2012. Since selling his company, John has served as CEO of Scaling Up Coaches (2018-25), worked asContinue reading “A Playbook for Growing People-Intensive Service Companies”

How to Raise Prices Without Losing Customers—with Casey Brown

My Guest If you have ever had to decide how to price a product or a service, or if you foresee yourself having to make such a decision one day, I implore you to listen to today’s episode, in no small part because of how many practical takeaways you’re likely to leave with. I’m joinedContinue reading “How to Raise Prices Without Losing Customers—with Casey Brown”