1052 : The CFO Advantage: Maximizing Profits and Business Potential with Byron Wolfe

Robert and Kay Lee Fukui are the co-founders of i61, inc., a business consulting company. They assist married entrepreneurs create better work/life balance by structuring the business to scale while giving precious time back to the owner to invest into their marriage. Robert received his marketing degree from San Jose State University and experienced 25 successful years in sales/marketing with companies such as Coca-Cola, Novartis Pharmaceutical and Bristol-Myers Squibb. He played instrumental roles in the launch of six major brands, directly responsible for over $150 million in revenue and a recipient of national sales and leadership awards. His business acumen allows him to help family businesses build a more profitable, efficient and sustainable company. Kay Lee Fukui earned her business degree from the University of La Verne. She worked in the banking industry for many years and in her family business as operations manager for over 10 years before meeting the love of her life, Robert. She understands the highs and lows of running a family business and the sacrifices the owners make; often at the expense of marriage and family. Her passion is to see marriages flourish in the midst of building a profitable business and to help the entrepreneur couple understand that you don’t have to sacrifice the marriage and family for the business. Together, they have developed an innovative consulting program, Power Couples by Design™, which equips the married entrepreneur to build a Thriving Marriage AND Prosperous Business. They have also authored the book, Tandem: The married entrepreneurs’ guide for greater work-life balance. Listen to this informative Sharkpreneur episode with Kay Lee and Robert Fukui about how married entrepreneurs can thrive in business and marriage. Here are some of the beneficial topics covered on this week’s show: - How traditional business coaching or marriage counseling often fails to address the interconnected challenges of married entrepreneurs. - Why most entrepreneurs don’t need more time but should improve how they use their time. - How work life balance is less about the quantity of time spent on work or home, and more about the quality and intentionality of that time. - Why couples should have regular business meetings ensuring they are both on the same page. - How many entrepreneurs overlook their pricing strategies, which can lead to profit erosion. Connect with Kay Lee and Robert: Guest Contact Info Instagram @thrivingintandem Facebook facebook.com/thrivingintandem LinkedIn linkedin.com/in/robertfukui Linkedin.com/in/kayleefukui Links Mentioned: https://build.marriedentrepreneur.co/balance-business-marriage-better https://www.thetandembook.com/ https://marriedentrepreneur.co/ https://marriedentrepreneur.co/blog Learn more about your ad choices. Visit megaphone.fm/adchoices

Brice Holmes is a serial entrepreneur, investor, and founder and CEO of Invata Global Capital. Since 2013, Brice has invested in over 2,000 multifamily units across six Class A properties, as well as over 250,000 rentable square feet of trophy Class A office space. Dedicated to fostering growth within the global entrepreneurial community, Brice has also harnessed his expertise to mentor and empower over 4,000 entrepreneurs across more than 140 countries. Other vested interests for Brice and Invata Global Capital include short-term rentals and boutique hotels, focusing on a steadfast commitment to ecotourism, sustainability, and conservation. Listen to this informative Sharkpreneur episode with Brice Holmes about the evolution of Invata Global. Here are some of the beneficial topics covered on this week’s show: - How shifting from marketing to real estate was an organic process. - How Invata Global manages over 2000 units including houses and short-term rentals. - Why navigating different real estate rules and doing your due diligence across boarders can be challenging when dealing with international real estate. - How real estate activities are variable which keeps daily routines engaging and diverse. - How Invata is looking to expand in Costa Rica as well as the United States. Connect with Brice: Guest Contact Info X @InvataGlobal Instagram @invataglobal Facebook facebook.com/InvataGlobal LinkedIn linkedin.com/company/invata-global-marketing Links Mentioned: invataglobal.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Joshua Schuster is a visionary leader at the forefront of real estate development and strategic initiatives, with a particular focus on delivering sustainable renewable energy outcomes. With his expertise in renewable energy, he has brought fresh attention to the solar sphere and its potential for Florida real estate investors and Wall Street. As the CEO of Solarback LLC, a Florida-born initiative acting as a private equity fund and quasi-REIT, Mr. Schuster has positioned himself as a key figure in the industry, attracting Environmental, Social, and Governance (ESG) investors. With over 20 years of experience in the real estate industry, he seamlessly transitioned into the energy sector, leading the company's overall direction, and focusing on new markets, customers, and project development. Listen to this informative Sharkpreneur episode with Joshua Schuster about turning rooftops into revenue. Here are some of the beneficial topics covered on this week’s show: - How Solarback leases large rooftop spaces to install solar panels, which then generate for the building below. - How there are approximately 13 billion square feet of commercial roof space in the U.S. that could potentially be used for solar installations. - Why partnering with top professionals to ensure quality control and long-term service sets Solarback apart in the industry. - Why it’s vital to think about unique challenges in insuring solar installations in areas that are prove to severe weather like hurricanes. - How solar installations help small businesses reduce utility costs and provide landlords with additional income streams. Connect with Joshua: Guest Contact Info Links Mentioned: solarbackusa.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Diane Strand is an award-winning Executive Producer at JDS Studios and the TV show Spirit of Innovation, the first Riverside County local news and information program. She is the majority owner of JDS Video & Media Productions, Inc / JDS Actors Studio and the founder of nonprofit JDS Creative Academy, she is also a published author who talks about entrepreneurship, and providing pathways for career opportunities in the visual, performing and digital arts. Diane's passion for Workforce Development in the arts, led her to write two approved curriculums for video production. One is a Title 17 program designed for adults with developmental disabilities. The other is a California State approved apprenticeship program for college graduates. These programs provide Hands-On training and paid supported internship opportunities, designed to break down barriers to gainful employment in video production, post production and acting. Diane's prior career life holds credits from A-List shows like; General Hospital, Friends, Veronica's Closet and building the high-def control room at Staples Center, for the last 17 years Diane has been a successful entrepreneur of her own, a multi-award winning production company, working with clients like Abbott Vascular, City of Temecula, Cal State San Marcos and United Healthcare Services to name a few. Diane has launched over 100 videos and acting careers into the mainstream entertainment and video production industry. She sets out to provide H.O.P.E. which Diane defines as; Helping One Person Everyday! Listen to this informative Sharkpreneur episode with Diane Strand about crafting compelling stories. Here are some of the beneficial topics covered on this week’s show: - How JDS Productions specializes in corporate marketing and communications creating content like training videos and PSAs. - Why JDS Productions targets large corporations in industries like biotech. - How content creation, from social media posts to large-scale marketing campaigns helps businesses achieve success. - How JDS can create broadcast quality television shows for marketing purposes. - Why small changes can significantly impact storytelling. Connect with Diane: Guest Contact Info X @JDSProductions Facebook facebook.com/JDSProductions LinkedIn linkedin.com/in/dianestrand Links Mentioned: jds-productions.com Learn more about your ad choices. Visit megaphone.fm/adchoices

An original “shark” on the hit TV show Shark Tank, the creator of the infomercial, pioneer of the As Seen on TV brand, and co-founding board member of the Entrepreneur’s Organization—Kevin Harrington has pushed past all the questions and excuses to repeatedly enjoy 100X success. His legendary work behind-the-scenes of business ventures has produced well over $5 billion in global sales, the launch of more than 500 products, and the making dozens of millionaires. Twenty of his companies have each topped $100 million in revenue. Listen to this informative Sharkpreneur episode with Kevin Harrington about his lifelong entrepreneurial journey. Here are some of the beneficial topics covered on this week’s show: - How Kevin is still passionate about entrepreneurship and finding new opportunities. - How Kevin has created numerous millionaires through his investments. - How Kevin still receives around 1000 pitches per month, which is a testament to his reputation and success. - How Kevin has been able to step back allowing his son and team to manage much of the business. - How saying no to most opportunities is important when scaling a business. Connect with Kevin: Guest Contact Info X @HarringtonKevin Instagram @realkevinharrington Facebook facebook.com/officialkevinharrington LinkedIn linkedin.com/in/thekevinharrington Links Mentioned: kevinharrington.tv Learn more about your ad choices. Visit megaphone.fm/adchoices

CEO and Founder Erik Huberman launched Hawke Media in 2014. Now valued at over $150 million, Hawke Media is the fastest growing marketing consultancy agency in the United States. Prior to its launch, Erik successfully founded, grew, and sold two e-commerce companies by the age of 26. Erik has since continued to strategically expand his business portfolio inclusive of a handful of company acquisitions, the 2018 launch of Hawke Ventures which reached a closed single fund of $5.6 million, the 2020 launch of his own podcast, HawkeTalk, the 2021 launch of HawkeZ, an agency offering brands the tools needed to tap into GenZ and most recently authored his own book, The Hawke Method. As a serial entrepreneur and marketing expert, Erik has been recognized by his industry peers through honors and awards including, Forbes Magazine’s 30Under30, CSQ’s 40Under40, and Inc. Magazine’s Top 25 Marketing Influencers just to name a few. Listen to this informative Sharkpreneur episode with Erik Huberman about how to get 50 new clients a month. Here are some of the beneficial topics covered on this week’s show: - How Hawke Media has assisted in the growth of over 3000 brands globally. - Why Hawke Media’s core mission is to provide accessible, high-quality marketing to businesses of all sizes. - How your marketing strategy should be based on industry demand and avoid areas of diminished returns. - Why less substantial budgets are less likely to yield impactful marketing results. - How Hawke Media doesn’t trick clients into purchasing their services, instead, they attract clients who already recognize the need for marketing. Connect with Erik: Guest Contact Info X @hawkemedia Instagram @hawkemedia Facebook facebook.com/hawkemedia LinkedIn linkedin.com/company/hawkemedia Links Mentioned: hawkemedia.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Building Wealth Through Franchising: Strategies from the Franchise Queen – The Sharkpreneur podcast with Seth Greene Episode 1053 Kim Daly For more than 20 years, Kim Daly has been helping people realize their dreams of business ownership through franchising all the while living her own dreams through her franchise. Today, she is recognized as one of America’s top franchise consultants having created nearly 1000 franchise owners. She is an international best-selling co-author of Franchising Freedom and the founder and host of KimDaly.tv and Create Wealth through Franchising Podcast. Kim created the “The Daly Plan” – a millionaire mindset coaching program that she used herself to build the largest franchise consulting business in the history of franchise consulting in 2012. She is a mom of two teenage boys. She is passionate about fitness and nutrition. She loves to workout and ski, and she lives on the beach in southern New Hampshire. Listen to this informative Sharkpreneur episode with Kim Daly about building wealth through franchising. Here are some of the beneficial topics covered on this week’s show: - How people who want to buy a franchise should do so in an industry with growth potential, scalability, and proven systems. - Why you should align your personal, professional, and financial goals with the chosen franchise. - How having over 100 units marks the stabilization point for franchises. - Why consultants are critical in helping franchisors reach the 100-unit milestone efficiently. - How success can be achieved through a mindset shift along with a good business strategy. Connect with Kim: Guest Contact Info Instagram @thedalycoach Facebook facebook.com/createwealththrufranchising LinkedIn linkedin.com/in/dalykim Links Mentioned: franchoice.com Learn more about your ad choices. Visit megaphone.fm/adchoices

The CFO Advantage: Maximizing Profits and Business Potential – The Sharkpreneur podcast with Seth Greene Episode 1052 Byron Wolfe Byron Wolfe’s gift for translating the complexities of business financial principles with a focus on small businesses into easily understood communication has made him one of the most highly sought financial and business consultants. He is the Founder of CFO•AF, a financial services and business consulting firm specializing in industries ranging from construction to crypto. Byron is Chief Financial Officer for an INC 5000 company and is the fractional CFO of various companies with annual revenues from 3-25 Million. His certification in the Crypto, NFT, and the Metaverse space has led to many projects with DAOs and crypto companies and he is considered one of the first experts in crypto tax strategy. Byron’s true passion lies in helping small business owners expand their financial reach and success through various tools like the R&D tax credits, proactive tax plans, creative funding and high contact financial management. Listen to this informative Sharkpreneur episode with Byron Wolfe about maximizing profits and business potential. Here are some of the beneficial topics covered on this week’s show: - How focusing on niche markets with high barriers to entry can lead to business success. - Why businesses should focus on increasing profitability rather than just revenue. - How it’s important to optimize your key performance indicators and streamline your operations. - Why many businesses lack the expertise to drive significant growth. - How business owners should gain a deeper understanding of their financials by setting measurable goals and automating process. Connect with Byron: Guest Contact Info Instagram @the_cfoaf Facebook facebook.com/cfoaf LinkedIn linkedin.com/in/byron-a-wolfe-cpa Links Mentioned: TheWhatIfPlan.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Dylan Gaines boasts over 23 years of experience in Payment Processing, beginning his journey as a sales representative for UMS Banking. Initially tasked with managing all Citibank Branches from North Hollywood to Downtown, totaling 30 branches, Dylan handled all leads and sales responsibilities with finesse. Following Citibank's acquisition by First Data, he spearheaded the creation of a groundbreaking division within UMZS Banking, earning a promotion to VP National Business Development. In his elevated role, Dylan focused on forging new referral partnerships, particularly in the realm of E-commerce merchants. Collaborating with web designers, developers, internet marketers, and financial consultants, he capitalized on networking opportunities at conventions and conferences. These efforts resulted in the generation of millions of dollars in processing for UMS Banking. In 2009, Dylan co-founded International Payment Solutions with a vision to address the challenges faced by E-commerce merchants dealing with chargebacks and refunds. Recognizing a lack of understanding among merchants regarding the factors contributing to these issues, Dylan and his partner Chris committed themselves to educating and consulting clients on chargeback reduction strategies. Their dedication to guiding businesses through chargeback challenges earned them a reputation for caring and effective solutions. Building strong banking relationships enabled International Payment Solutions to onboard merchants facing processing challenges, including those unfairly placed on monitoring programs or MATCH lists. Dylan's expertise led to partnerships with prominent Mastermind Groups and speaking engagements at conferences like Traffic and Conversion and Affiliate Summit, where he shared insights on fraud prevention and chargeback reduction. Dylan's contributions to the E-commerce space have solidified his status as an opinion leader, leading to features in CEO Life magazine and an upcoming book titled "The Pitfalls of Payment Processing," to be published by Epic Media. His commitment to empowering merchants to navigate payment processing challenges while maintaining their processing capabilities has cemented his reputation as a trusted advisor and industry expert. Listen to this illuminating Sharkpreneur episode with Dylan Gaines about revolutionizing e-commerce. Here are some of the beneficial topics covered on this week’s show: - How it’s important to understand proper sales funnels and avoid misleading guarantees in e-commerce. - How International Payment Solutions employs strategies to mitigate chargebacks through alert systems and rapid dispute resolution. - Why business owners should provide personakized customer support over email interactions. - How building partnerships with web designers, marketers, and industry specific organizations expands your business reach. - How International Payment Solutions has an affiliate program structure where partners can refer new clients. Connect with Dylan Gaines: Guest Contact Info Links Mentioned: intpaysol.com Learn more about your ad choices. Visit megaphone.fm/adchoices

As the President of White Buffalo Advisors, Jonathan “JB” Brown is an accomplished broker, investor, and M&A expert with over $100 million in business transactions under his belt. With 20+ years of experience, JB has significantly increased the bottom lines for over 1,000 clients across more than 100 industries worldwide. As a dynamic speaker, growth strategist, business innovator, and entrepreneurial advisor, JB has mastered the art of revenue and performance enhancement. By adapting growth and success concepts from various industries, he helps businesses unlock their full potential. JB takes great pride in his 22-year marriage to his wife Crystal, and together they have built a loving family with their three children. JB is also active in church and his community as a coach for local baseball and softball teams. He is an avid sports enthusiast and relishes the opportunity to attend various sporting events, whether it’s cheering on his favorite professional teams or supporting local talent. He understands the importance of balancing his professional and personal life, using sports as a way to unwind and connect with others who share his passion. Through his commitment to his family, faith, and community, JB demonstrates the values that drive his success in both his personal and professional endeavors. Listen to this informative Sharkpreneur episode with Jonathan “JB” Brown about the art of the double exit. Here are some of the beneficial topics covered on this week’s show: - How it’s important for business owners to shift their mindset from day-to-day operations to leadership roles. - Why business owners shouldn’t underestimate long-term goals or overestimate short-term goals. - How understanding the type of buyer and industry-specific exit multiples is crucial in exit strategies. - Why you want to position your business within the exit multiple range for maximum value. - How many business owners experience depression post-exit and should prepare for the emotional side of selling a business. Connect with JB: Guest Contact Info X @dealflowbreaker Facebook facebook.com/dealflowbrokerage Links Mentioned: whitebuffaloadvisors.com Learn more about your ad choices. Visit megaphone.fm/adchoices