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Chandler, Arizona, United States
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http://www.clatemask.com/
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http://www.infusionsoft.com
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Articles by Clate
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Beware the Dark Side of Entrepreneurship — 2 Signs That You Should No Longer Be CEO
Beware the Dark Side of Entrepreneurship — 2 Signs That You Should No Longer Be CEO
Many founders eventually become the chief executive officer (CEO) of their own company, which can be a seemingly…
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3 Comments -
Why You Need to Stop Hiring Yourself and Hire for Your Weaknesses InsteadSep 20, 2023
Why You Need to Stop Hiring Yourself and Hire for Your Weaknesses Instead
In my decades of entrepreneurship, I've seen other business owners repeatedly make a troubling mistake: finding and…
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Work-Life Balance is Possible — And It's Not as Hard to Achieve as You ThinkAug 24, 2023
Work-Life Balance is Possible — And It's Not as Hard to Achieve as You Think
If you're an entrepreneur, you might see a headline like this and immediately think, "Good joke." But I promise this…
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2 Comments -
4 Telltale Signs Your Business Has Deep-Rooted Issues That Need AddressedAug 16, 2023
4 Telltale Signs Your Business Has Deep-Rooted Issues That Need Addressed
Sometimes, business owners get lucky and can simultaneously please their customers, partners, employees, investors and…
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2 Comments -
Lacking Balance in Your Business? 5 Ways Automation Can Help You Achieve Peace of MindAug 9, 2023
Lacking Balance in Your Business? 5 Ways Automation Can Help You Achieve Peace of Mind
People love to discuss balance in life and business, but achieving it can feel completely out of reach. In fact…
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2 Comments -
4 Steps to Getting More Customer ReferralsAug 2, 2023
4 Steps to Getting More Customer Referrals
As a business owner dedicated to helping small businesses grow and thrive, I’ve often talked about the importance of…
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4 Comments -
7 Reasons Why Every Serious Entrepreneur Needs a Business CoachJul 26, 2023
7 Reasons Why Every Serious Entrepreneur Needs a Business Coach
I've been singing the praises of business coaches for a long time because I've seen the direct impact they can have on…
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7 Comments -
4 Things to Know When Entering the Expert EconomyJul 10, 2023
4 Things to Know When Entering the Expert Economy
There has been a huge surge in entrepreneurship over the past two years. Past generations craved the stability a…
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2 Comments -
3 Entrepreneurial Trends Coming Out of the Current EconomyJun 21, 2023
3 Entrepreneurial Trends Coming Out of the Current Economy
By refocusing their efforts to align with the state of the economy, business owners can not only ride this wave but…
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Best Practices for Communicating with CustomersJun 14, 2023
Best Practices for Communicating with Customers
I’ve always been a firm believer that communication is the key to success in business. Connecting with customers and…
23
2 Comments
Activity
9K followers
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Clate Mask shared thisI'm so pumped for the upcoming week! Why? Because it's AZ Tech Week. And it's going to be huge for the tech startup ecosystem. Hundreds of events. A bright spotlight on the State of Arizona. And a time for all of us to shine. There are so many awesome things happening across our tech startup ecosystem. But we're all spread out in this massive Valley. And the Software people don't know what the Defense & Dual Use folks are doing. The MedTech people aren't plugged into the wins around Semi or CleanTech. And vice versa. To a certain extent, that's okay, because everyone's working on their stuff and some really cool things are happening! But this week, a bunch of those connections will occur. The spotlight will shine, not only lighting up AZ for the world to see, but also helping all of us in the tech ecosystem see each other a little more clearly. Awareness will improve. Collaboration will grow. And momentum will build. It's going to be a massive win! Shout out to the ACA for planning this and making it a reality. Special props to Katie Sieker and Melissa Lamson for their vision and tireless work. I know it's going to be a huge success. And I'll bet we haven't seen and won't see the real impact until long after the inaugural AZ Tech Week comes to a close. I know this: at PHX FWD we are excited to kick off AZ Tech Week on Monday evening with our community event. Don't miss it! https://luma.com/ztd8axfm Then on Tuesday evening, I'll be moderating a really interesting panel of investors and economic experts at the SVB Market Insights event, which PHX FWD is co-sponsoring. https://lnkd.in/d2Z37v3p Throughout the week, I'll be joining many other events. Hope to see you at an event over the next week as our Great State of Arizona basks in the spotlight of the Women's Final Four and AZ Tech Week. This has taken a ton of planning and the ACA deserves a lot of credit for the stellar economic development work they're doing! Thank you!! Oh, and one last thing... If you're putting on an event, thank you for strengthening the spotlight. AND, if your event attendance is not as high as it would have been if there weren't hundreds of events next week, that's okay! Because every event that's occurring is drawing more light to all of our events! This is going to be awesome for our tech community. I'm so glad we're doing it. And I look forward to doing it year after year!PHX Founder Stories + March Madness Watch Party 🏀 · LumaPHX Founder Stories + March Madness Watch Party 🏀 · Luma
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Clate Mask shared thisMost early-stage software founders don’t have a motivation problem. They have a strategy, focus and execution problem. Too many priorities. Not enough strategic clarity. No clear growth goals and timelines. That’s exactly what Fast FWD is designed to fix. Fast FWD is a year-long accelerator for ambitious software founders in PHX. Yes. One year. Because you don't accelerate growth in 6, 8 or 12 weeks. You must surround yourself with the coaching, capital and community support needed to build a serious company. I’ll be personally working with this cohort, not just as a coach, but alongside you, helping you get clear on what matters and how to move to the next Stage of growth. In the Fast FWD Accelerator, we focus on: - Founder-led sales with an MVP - Cultivating the founder’s mindset of success - Building an investable company But this is more than just coaching. You’ll be surrounded by a small group of founders who are in it with you, building, pushing, and holding each other to a higher standard. To be clear, this is not a passive program. It’s hands-on, direct, and built for founders who are serious about building a software company here in Arizona. We keep cohorts intentionally small: 8 companies. Applications for the next Fast FWD cohort are now open. If you are: - A serious software founder in AZ - With an MVP and early customers - And you’re ready to be pushed and challenged to grow 👉 Apply here: https://lnkd.in/g5-mCGg2
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Clate Mask posted thisPhoenix is a software city on the rise—and today, we’re taking a massive step forward. When we were building Keap to $120M ARR, angel investors weren't just "check writers"—they were essential for us to survive the early days and scale. One of my absolute favorite days as a founder wasn’t a product launch or a PR win; it was the day we distributed returns between 10x and 100x to those early angels. When founders get the backing they need and deliver those kinds of returns, everyone wins: The companies scale, the investors thrive, and the Arizona economy is transformed. But to make Phoenix a top-tier software city by 2035, we can’t rely on "business as usual." We need more active angels supporting our software founders. We have incredible tools in Arizona—like the Arizona Angel Investment Tax Credit—that make this one of the best places in the country to back early-stage tech. That is why I am so excited to announce that Spark Angels is joining forces with PHX Angels. By consolidating our capital and mentorship into one unified powerhouse, we are creating the high-velocity engine our founders deserve. PHX FWD is thrilled to be a core partner with PHX Angels to organize the capital ecosystem across the 7 Stages of growth for AZ software companies. A few things I’m particularly fired up about: The Leadership: Aaron Favreau is the right person to lead this charge. His experience and sheer passion for this work are unmatched. The Network: Bringing the original Spark founders together with the PHX FWD community creates a "success infrastructure" that didn't exist before. The Mission: Personally, I’m looking forward to working with PHX Angels to ensure more local software companies get the crucial backing they need to win. This is a big step for our community. If you’re a builder or an investor who wants to be part of the next generation of Arizona software giants, it’s time to get involved. Let’s build the future of the Valley, together.
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Clate Mask shared thisThe mission is the same. The method is evolving. 🚀 I’ve spent 25 years counseling entrepreneurs through the dark side of business ownership. My goal has always been to help you build a great business and a great life. To continue that mission, I’m making a change. I am stepping back from the podcast to focus deeply on serving software entrepreneurs in Phoenix. But the Conquer the Chaos podcast isn't going anywhere—it’s getting an upgrade. Meet Matt Vosburgh. Matt is taking over as host, and he brings a practitioner’s eye that I deeply respect. He’s been running the show and working with guests behind the scenes for the last few months. While I built the Conquer The Chaos framework, Matt is obsessed with the application. He is shifting the show toward: ✅ Tactical, "in-the-weeds" training. ✅ Micro-lessons you can use immediately. ✅ A deep focus on the personal habits that create success. I’m proud to have him lead this next chapter. See why this is the right move for the show (and for you): https://lnkd.in/gUTgkRwP #SmallBusiness #GrowthMindset #Legacy #ConquerTheChaos #BusinessCoachingBig Changes Coming: More Tactics, More Training, New Host, with Matt Vosburgh | S2 E7Big Changes Coming: More Tactics, More Training, New Host, with Matt Vosburgh | S2 E7
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Clate Mask shared thisNew Conquer The Chaos episode! Are you running your business, or is it running you? Many entrepreneurs feel like they are constantly drowning in manual, repetitive tasks. We all know the value of Standard Operating Procedures (SOPs), but in this episode of Conquer the Chaos, our guest Sarah Watz challenges us to take the next step: converting them into Standard Automated Procedures. Sarah’s work at Business Heroes® [Pixpro Stockholm AB] is focused on moving business owners from overwhelm to clarity. In this conversation, we dig into the practical steps you can take today to free up your time without losing the personal connection with your clients. We discuss: 🪜The "Offer Ladder": How to guide customers from an initial "yes" to premium services without being pushy. 🤓AI as a Teammate: How to "onboard" AI to handle your content and marketing chaos. 🛡️Avoidable Mistakes: The biggest errors entrepreneurs make when investing in automation software and how to ensure a return on that investment. If you are ready to get your time back and focus on scaling your impact, this is a conversation you need to hear. Watch the full episode here: https://lnkd.in/gC7ufDQg #ConquerTheChaos #BusinessAutomation #GrowthStrategy #SmallBusinessSuccess #Thryv #Keap #SarahWatzThe Offer Ladder: How to Scale Your Service Business with AI and Automation, with Sarah Watz | S2 E6The Offer Ladder: How to Scale Your Service Business with AI and Automation, with Sarah Watz | S2 E6
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Clate Mask shared thisWe’re hiring at PHX FWD! This is an important one. We’re looking for a Marketing & Administrative Coordinator to join our team and help us build the movement to make Phoenix a top software city. This role is for someone who loves a mix of marketing, community, and operations. You’ll help us run workshops, mastermind meetings, Founder Fridays, and our bigger community events. And you’ll support the content and storytelling that highlight the incredible founders in our ecosystem. If you like being in the middle of the action, if you enjoy creating order out of chaos, and if you get energy from helping people succeed, you’ll thrive here. A few things about the role: It can be part time or full-time, in-person, in Tempe (2-3 days/week). You’ll manage content distribution across LinkedIn, email, Slack, and our podcast. You’ll support all of our in-person events with setup, coordination, and smooth execution. You’ll help with website updates, workshop pages, the podcast, and light design. You’ll work closely with me and our Director of Programming to keep our fast-moving operation running well. We’re a small, scrappy team doing big things for founders. If you want to be part of that, and you want your work to directly support the people building the future of the PHX software community, we’d love for you to apply. Job description + application link: https://lnkd.in/ecmVEzHn And if you know someone who would be perfect for this, please pass it along! Let’s keep driving to make Phoenix a top software city!
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Clate Mask shared thisWhat is the single most critical factor that separates thriving entrepreneurs from those who remain stuck in the chaos? It isn't strategy, funding, or market timing—it's mindset. In this episode of Conquer the Chaos, I sit down with Dobbin Buck, Co-owner of GetUWired. Dobbin shares his direct and powerful story of rebuilding his life from the absolute bottom—homeless and in a hospital—to becoming the leader of a successful agency. It's a practical lesson in the power of mindset. This conversation moves past theory and into the real, day-to-day work of developing the mental toughness required to succeed in business. https://lnkd.in/gxySqAYn #EntrepreneurialMindset #ConquerTheChaos #BusinessResilience #MentalFortitude #SmallBusinessLeadership #ComebackStory #EgoIsTheEnemy #MindfulnessForEntrepreneurs #ClateMask #GetUWiredMindset Over Everything: A Leader's Framework for Conquering Chaos, with Dobbin Buck | S2 E5Mindset Over Everything: A Leader's Framework for Conquering Chaos, with Dobbin Buck | S2 E5
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Clate Mask shared thisA new episode of the Conquer The Chaos podcast is live! https://lnkd.in/grVK6whV The Five Proven Steps To Make Every Sale, with 🥋Wes- Schaeffer Are you ready to transform your approach to sales and build a business that thrives on genuine service? In this episode of Conquer The Chaos, I sit down with the legendary "Sales Whisperer," Wes Schaeffer, to uncover the secrets to ethical and effective selling. In this discussion, you'll learn how the role of the modern salesperson has changed due to the internet, social media, COVID, and AI, and how you can leverage these changes to stop closing deals and start opening new accounts without gimmicks or high-pressure tactics. This will enable you to sell more, faster, at higher margins, with less stress, and closing deals more predictably. Wes also reveals how to shift your mindset from a manipulative salesperson to a trusted expert who genuinely serves your customers. Learn how to ask the questions your prospects can't answer, proactively address objections with the "sales dog" method, and build unwavering belief in the value you provide. Whether you're a business owner, sales manager, or salesperson, this conversation will provide you with the actionable strategies you need to master the art of sales and drive consistent growth. Watch this episode here https://lnkd.in/grVK6whV #Sales #SalesTraining #Entrepreneurship #SmallBusiness #BusinessGrowth #ConquerTheChaos #ClateMask #WesSchaefferThe Five Proven Steps To Make Every Sale, with Wes Schaeffer | S2 E4The Five Proven Steps To Make Every Sale, with Wes Schaeffer | S2 E4
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Clate Mask shared thisIn this week’s episode of Conquer the Chaos, I sat down with the brilliant Jennifer Orechwa 🚀, founder of Salt Marketing and a master of sales automation. We talked about how health and wellness practitioners can use smart, automated systems to create personalized client experiences at scale. Imagine freeing yourself from repetitive tasks to focus on helping people live better lives! [03:53] Jennifer shares why selling the transformation you offer is so much more powerful than just listing services [08:50]. Plus, I share a personal story about how a single automated text brought me back to a service five years later! [15:46] If you’ve ever felt like sales are unpredictable—or like you’re constantly chasing the next deal—this conversation is going to be a game-changer. Jennifer shares how to: ✅ Build a sales process that’s systematic and repeatable ✅ Use automation to create consistency without losing the personal touch ✅ Free yourself from the “hustle cycle” and finally scale with confidence This isn’t theory—it’s practical, actionable advice you can start applying today. 👉 Listen to this powerful conversation with Jennifer Orechwa (don't forget to subscribe!) now https://lnkd.in/gAejg_g2How to Build a Marketing Machine That Works While You Sleep, with Jennifer Orechwa | S2 E3How to Build a Marketing Machine That Works While You Sleep, with Jennifer Orechwa | S2 E3
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Publications
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Conquer The Chaos: How to Grow a Successful Small Business Without Going Crazy
Wiley
The majority of new entrepreneurs (and even those with a little more experience) are finding themselves trapped, controlled, and consumed by their own businesses. They are struggling just to keep their businesses running, let alone actually growing their companies and experiencing the success they anticipated.
Conquer the Chaos speaks to you as a small business owner by making sense of the overwhelming demands on your business and providing a twenty-first century recipe for success with…The majority of new entrepreneurs (and even those with a little more experience) are finding themselves trapped, controlled, and consumed by their own businesses. They are struggling just to keep their businesses running, let alone actually growing their companies and experiencing the success they anticipated.
Conquer the Chaos speaks to you as a small business owner by making sense of the overwhelming demands on your business and providing a twenty-first century recipe for success with sanity. With engaging stories, quotes, and examples, Conquer the Chaos leads you through the six strategies you can incorporate to bring order to your business today. Find the money, time, and freedom in entrepreneurship that inspired you in the first place.Other authors -
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Tristan Chicklowski
Broker Growth Partners • 4K followers
Myth: Technology replaces the broker. We love good tools. We also know what tools cannot do: carry a seller through a hard decision. A CRM can automate reminders. It cannot resolve partner disagreement. A nurture sequence can educate. It cannot confront avoidance. An AI assistant can organize. It cannot create accountability. The broker’s value is not “information.” It’s decision guidance. If your brokerage is leaning into tech, pair it with readiness thinking so automation supports the middle instead of masking it. #PipelineManagement #SellerReadiness #BrokerLife #PredictablePipeline https://lnkd.in/ePsBhSuN
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Matthieu Courtecuisse
Sia • 27K followers
Let’s talk about concrete agentic worklow and one of our most successful use cases! Issuing or responding to RFPs can create business opportunities or waste time and money. While we don’t believe tomorrow’s discussions between vendors and buyers will be entirely agent-to-agent, they will undoubtedly be highly automated. Each company, on both sides, must find a way to incorporate creativity into their win-win game plan. For many teams, proposal work has become highly admin-driven and a bottleneck. Requirements multiply. Documents pile up. Accuracy is critical, yet the process remains slow, manual, and inconsistent. That’s precisely why at Sia, we built Proposal Drafting Agent, to plug that leak, streamline the process, and help teams win more, smarter. It's our AI-driven solution designed to simplify one of the most demanding parts of the commercial cycle: navigating and responding to complex RFPs. Proposal Drafting Agent changes the equation. By applying advanced language models to incoming RFPs and internal knowledge, the platform automatically analyzes requirements, finds the right supporting material, flags gaps, and produces a structured draft for teams to refine. It's fast, traceable, and designed for collaboration across proposal, business, and legal teams. Less time searching, more time winning. Discover our Agent Store in the comments 👇 #AI #AIagent #RFP Adrien GRIMAL Sia AI
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Mike Lysko
Flock Eventing Platform • 7K followers
Engagement is great. Conversion is better. This Flock Eventing Platform blog shares a practical framework for turning post-event data, feedback, and conversations into measurable sales opportunities. Highly recommended for planners focused on impact. Worth the read: https://lnkd.in/d3KPJ4F6
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Brian Elrod
Brian W. Elrod, Inc. • 13K followers
Why the Best SaaS Advisors Challenge You (Not Agree With You) Founders don’t need more validation. They need perspective. The best advisors create constructive friction. They slow you down just enough to prevent avoidable mistakes and pressure‑test your thinking before the market does. At some point, every founder outgrows their early echo chamber. That’s when the difference between a mentor and a strategic advisor becomes clear: • Mentors encourage. • Advisors challenge. • Mentors share stories. • Advisors sharpen decisions. If everyone around you agrees with you, you’re not getting advice. You’re getting comfort. The right advice should sharpen your thinking, not just confirm it. #founderleadership #saasfounders #strategicadvice #startupgrowth #businessclarity #leadershipdevelopment #foundercommunity https://lnkd.in/eh-CBG3D
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Jon Stoddard
SMB Investor Network • 25K followers
Thinking of buying a business with 13% EBITDA margins using an SBA 7a loan? Let’s do the math: SBA wants 1.25x DSCR (minimum) PE prefers 2.0x+ DSCR—because they actually care about margin of safety At 13% margins and 90% leverage, your debt payments will choke the business You’re one slow month away from default. This isn’t a spreadsheet game. It’s real cash, real payroll, and a personal guarantee. High leverage + low margins = you work for the lender. If you’re going to borrow big, buy fat-margin businesses—or don’t borrow at all.
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Cam Eslinger
Eslinger Dental Consultants • 1K followers
Buyers don’t pay premiums for what you’ve done. They pay for what they believe they can scale. I’ve seen practices with strong collections get average offers. And I’ve seen smaller groups command aggressive valuations. The difference? Growth visibility. -Is there room to add additional ops? -Can associate capacity increase production? -Is there opportunity for de novos or tuck-ins? -Are systems transferable? If growth feels capped, valuation compresses. If growth feels obtainable, multiples expand. The real question isn’t “What am I worth today?” It’s “How scalable is this platform tomorrow?” That is what sophisticated capital underwrites.
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Dustin Helms
13K followers
Franchise Friday Tip: What differentiates a good franchisor from a bad franchisor. For fun, here's what Chat GPT says about it. :) 1. Leadership & Vision Good Franchisor: Has a clear, compelling vision and mission. Provides strong leadership that inspires confidence and direction. Bad Franchisor: Lacks direction or frequently changes course. Focuses on short-term profits over strategic growth. Fails to lead effectively or communicate clearly. 2. Franchisee Support Good Franchisor: Offers comprehensive training programs and ongoing support. Builds strong relationships and treats franchisees as partners. Bad Franchisor: Provides minimal or inconsistent support. Views franchisees primarily as revenue sources, not partners. 3. System & Operations Good Franchisor: Has well-documented, scalable systems and processes. Maintains consistency across locations while allowing some local flexibility. Bad Franchisor: Has poorly defined or outdated systems. Enforces rigid policies without considering local needs. 4. Financial Transparency & Fairness Good Franchisor: Discloses accurate financial performance representations. Maintains fair and transparent fees and royalty structures. Bad Franchisor: Misleads potential franchisees with inflated earnings claims. Is indifferent to the profitability of individual franchisees. 5. Brand Management Good Franchisor: Invests in brand marketing and reputation. Ensures consistent customer experience across locations. Bad Franchisor: Neglects brand maintenance or reputation issues. Fails to evolve with consumer expectations. 6. Franchisee Selection & Culture Good Franchisor: Selects franchisees based on fit, not just ability to pay. Builds a culture of mutual respect, collaboration, and shared success. Bad Franchisor: Accepts anyone who can pay, regardless of capability. Ignores or punishes constructive criticism. I agree with a lot of this. In addition I would add: Good Franchisors -Realize that the feedback from the franchisees is important. Franchisees will have bad ideas all the time but they will also have good ones. Zors have to listen to them. Soon as they don't, the whole system suffers. -Don't make their zees be the Guinea pigs. They test things first and only roll them out to the zees when they know that those changes have been proven effective. -Grow responsibly -Take responsibility for the overall success of franchisees, rather than blaming them -Are always looking for ways to innovate If you would like to learn more about franchising, meet with me here: https://lnkd.in/gYaNPEgq #franchisefriday #buyabusiness #franchising #discoverfranchises #beyourownboss #entrepreneurship #timeforachange #franchise #entrepreneurship #entrepreneur
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Peter Lehrman
Axial • 12K followers
How will tariffs impact 2025 lower middle market M&A, diligence processes, multiples? We don't have a crystal ball either, but we interviewed a few lower middle market bankers who are actively working with affected business owners and we shared the writeup today on the Axial blog. + due diligence has changed rapidly and there are new checklists already built around this topic. Owners be ready for this. + LOIs are breaking / getting pushed out. Hopefully yesterday's announcement at least provides clarity. Markets prefer "bad news" to open-ended uncertainty. + Government Services is out of favor. Careful contrarians, this is your moment. Full write-up link is in the comments.
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Craig Vintcent
Shift90 • 7K followers
Powerful work here. The 18-month CRO tenure stat is eye-opening and is surely a strategic misalignment problem. The shift from "which AI tool" to "what should be human-led vs. AI-led" is the exact reframe revenue leaders need right now. That's a strategy question that separates operators from order-takers. Excited to dig into the Six Traits framework. If GTM Operating Partners across top-tier funds are converging on common patterns, that's a signal worth heeding.
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Nader Mikhail
Elementum AI • 4K followers
The legacy SaaS (LSaas) platforms are doing exactly the opposite of what their customers need. Instead of helping their customers manage through this incredible transition to AI, they are finding every way to upcharge for SKUs that aren’t adding value. Customers are looking for ways to REDUCE spend, but LSaaS players are charging astronomical prices for half baked products, frustrating co-pilots and genAI wrappers. Between agressive pricing tactics, half baked products, and increasingly win-lose dynamics—the frustration level is at an all time high. LSaaS is no longer playing the long game. To prove to the stock market that they are relevant and posting “big AI wins” they are alienating the customers. Very short-sighted. What happened to making game-changing products that delight and add value? Products that have attractive win-win economics? Products you’re excited to use? Our singular focus at Elementum is to deliver an amazing workflow orchestration platform to help global organizations transition to the AI era. An easy to use product that moved the needle. We do so with very attractive economics and a deep belief that we win only if customers win. Call us old school but we believe in playing the long game with customers.
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1 Comment -
Jake Broder Fingert
Camber Creek • 7K followers
While many hotels are pet-friendly, approximately 70% of vacation rentals are not, putting vacation rentals at a disadvantage when competing for guests who want or need to travel with their pet. Camber Creek portfolio company PetScreening’s recently announced integration with vacation rental software platform OwnerRez is an important step towards greater ease of travel and breadth of options for pet owners. Nice work John R. Bradford, III, David Stunja and team! https://lnkd.in/eZmYjqY4
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1 Comment -
Joel Skretvedt
Smartbrands & Company • 6K followers
I found this article from SendGrid on combining SEO and email marketing efforts to be extremely informative. It's true that these two strategies are often thought of as separate, but when used together, they can greatly enhance your marketing effectiveness. With the help of Twilio SendGrid, you can learn how to optimize your email campaigns for SEO and vice versa. Check out this article for some valuable insights and tips! #SEO #EmailMarketing #TwilioSendGrid #MarketingTips #DigitalMarketing https://lnkd.in/eSyQdUza
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Carlos Caro
New Market Growth • 10K followers
Unsolicited, but well intentioned, advice: Stop burning cycles trying to forecast affiliate volume for your CMO, CFO, CEO, or Board. There's too many factors you can't see or control: -Competitor product, funnel, CPA, and underwriting changes -New entrants showing up with fresh pricing/offers -Publisher-led email or media campaigns -Publisher algo or ranking changes -Publisher product testing -Promos and LTOs ...and that list never gets shorter. The pragmatic version of forecasting? Look at the last 4 to 8 quarters, draw a straight-ish line through it with +/- 20% error bands, and move on. Redeploy that anxious energy into staying on offense: -Improve your product value -Automate what is still manual -Reduce friction in your application flow -Improve front and back-end model alignment -Build a unique publisher integration no one else has Forecasting the unforecastable is theater. Being on offense 24/7 is the only thing that moves the needle.
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Jeff McDermott
Champion Capital • 21K followers
For most PE deals, you'll primarily want to see what the company's enterprise value is and then work up the projections on how much you can improve it, how much it will cost and the timeframe to hit that milestone. Enterprise Value = Market Capitalization + Debt + Preferred Stock + Non-controlling Interests - Cash. If a company has a market capitalization of $1 billion, $500 million in debt, and $100 million in cash, its EV would be $1.4 billion ($1 billion + $500 million - $100 million). Improvements Cuts Budget Timeframe
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Paul Singh
StrataPT 🦈 • 11K followers
Is PT a profitable industry? Practice owners dealing with tight margins often question whether PT is a profitable industry. However, private equity companies continue to buy up practices faster than ever. Maybe there needs to be a perspective shift...what do you think?
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Ryan Walter
ProCFO Partners • 5K followers
Leadership isn’t defined by hours on a calendar, it’s defined by impact. In this piece, ProCFO Partners CEO Nelson Tepfer reframes how businesses should think about fractional leadership: it isn’t a temporary patch or part-time stopgap; it’s a strategic model for high-impact leadership when deployed correctly. Too often, businesses resist fractional executives because they confuse delivery method with leadership capability. But “fractional” only describes how the role is structured, not what it can deliver. What truly matters is clarity of expectations, alignment with mission, and leadership that becomes part of the team, not an outsider. When companies shift the focus from title or time commitment to strategic contribution, they unlock a powerful growth engine: fractional leaders who drive decisions, build momentum, and influence outcomes, just as effectively as full-time executives. If you’re hesitating about fractional leadership, the real question isn’t whether the model works - it’s whether your business has the leadership it needs to go where it’s headed. Read more here: https://lnkd.in/g5zGCteW #Leadership #ExecutiveStrategy #BusinessGrowth #ProCFOPartners #CreateTheNext
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MV Accounting Solutions
36 followers
💡Here are three deductions small business owners often overlook, and they can add up fast 👇 1️⃣ Startup & Organizational Costs You can deduct up to $5,000 in startup expenses (and another $5,000 in organizational costs) the year you begin your business. Think: forming your LLC, legal and accounting fees, or even marketing and logo design done before your first sale. 2️⃣ Health Insurance Premiums (for the Self-Employed) If you’re self-employed and not eligible for employer-sponsored health insurance (like through your spouse), you can deduct 100% of your premiums, including dental and vision. 3️⃣ Education & Professional Development Any course, seminar, certification, or subscription that maintains or improves your current skills is deductible, like continuing education or business workshops. Good bookkeeping doesn’t just track expenses, it helps you find opportunities hiding in plain sight. #Bookkeeping #TaxTips #SmallBusinessFinance #MVAccountingSolutions
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David Rozek
Life Cycle Digital Marketing… • 26K followers
For Car Dealerships: The winning formula combines two potent strategies: brand theater and generative SEO as your organic foundation before we spend money on paid listings, Meta, and Google Ads. Brand theater involves crafting authoritative content that highlights expertise and builds trust. GSEO ensures your content is structured and optimized, establishing your dealership as a credible resource for AI systems. To thrive in this evolving landscape, aim to become the definitive source of #truth. Provide detailed vehicle guides, transparent pricing, service explanations, and genuine customer stories. Optimize your content to become the go-to expert for automotive information. #BrandTheater #GenerativeSEO #ContentMarketing Joe Fasanella Shane Wood Joe Pracher April Simmons Sean Welsh John Resurreccion Brad Wise Dimitrius Naylor Tony Thorstad Carl B. Stan Windhorn David Long Paul Meijer Katie Lamphere Julie Schwager ⭐️Russell B. Hill⭐️ ✭ Charity Dunning✭ Russ Beckenstein
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Jose Santana EA, CPA, MBA
Smallbiz Controller • 2K followers
“Fractional controller” sounds vague until you see it in practice. So here’s what it actually looks like using a real (anonymized) DTC brand I worked with. They were doing $294K annually and wanted to scale fast. Sales were growing, but decisions were still being made on instinct. That’s usually where a fractional controller steps in. Phase 1: Initial Assessment (Weeks 1–2) This is the financial health check. We reviewed: - Revenue by product and channel - Gross margins and discounts - Cash flow patterns - Marketing performance tied to actual profit (not just ROAS) Deliverables: - Cleaned financials - Clear margin visibility - A short list of what’s actually driving profit vs noise This is where founders usually say, “Oh… I didn’t know that.” Phase 2: Monthly Rhythm (Ongoing) This is where momentum is built. Each month included: - Monthly close & variance review - Profitability tracking by SKU - Cash flow check-ins - Data-backed answers to “what should we double down on?” What changed: - Profitability improved from 34% to 37% - 50% of sales were organic (huge signal most teams overlook) - Video content was tied directly to $1,900+ in attributed revenue No guessing. Just clarity. Phase 3: Quarterly Planning Quarterly is where strategy replaces reaction. We focused on: - Growth targets tied to capacity - Marketing spend aligned with margins - Hiring decisions backed by numbers - Scenario planning (best case / base case / worst case) Deliverables: - Clear quarterly priorities - Financial projections the team actually trusted - Fewer “urgent” surprises Phase 4: Annual Strategy This is where founders stop surviving and start steering. By year-end: - Revenue trajectory projected at $970K+ (334% YoY growth) - Team aligned around data-driven goals for 2026 - Strong product-market fit confirmed, not assumed The numbers finally told a consistent story. Here’s the part most people miss: A fractional controller isn’t just “help with the books.” It’s structure, rhythm, and decision support without the cost of a full-time hire. You don’t need one forever. You need one when growth starts making your decisions expensive. If you had clearer numbers tomorrow, what decision would you finally feel confident making?
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