Independence by Design™ is a podcast for growth-oriented business owner-operators looking for a proven framework to break free from the day-to-day grind and design a business that generates sustainable cash flow and builds equity value, giving them the freedom to do more of what they love. Hosted by Ryan Tansom, who turned around and sold his family business in an eight-figure deal, the show and the Independence by Design™ Framework draw from over a decade of hard-earned lessons. With more t ...
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Entrepreneur Inspiring Stories to Help Motivate, Build, & Grow Your Successful Business with a Master Class from Entrepreneurial Thought Leaders that tell it How It Is... Millionaire Interviews is actionable advice for the (future & present) Entrepreneur, Thought Leaders, Solopreneur, Youpreneur, and Small Business Owner. The host interviews Business Founders in the Product, Service, Real Estate, and Tech industries so they can teach you from their experience. Connect with other Listeners @ ...
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Welcome to the Agency Profit Podcast hosted by Marcel Petitpas, CEO and Co-Founder of Parakeeto. Finally, an agency podcast that isn't JUST about getting more clients. On the show, we bring in experts, agency owners and consultants to share their actionable tips for improving profitability and operational efficiency. Here, you'll learn what systems to implement in your business, what kind of KPI's to track, and benchmarks to aim for. How to manage things like capacity, utilization, billing r ...
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In the Amplify To 7 Figures Podcast, we look inside the minds of 7 figure entrepreneurs. They don't spam their lists. In fact, they build communities and serve their customers at the highest level. Their customers buy from them over and over again. They love their products and they love the results. We explore what makes these entrepreneurs tick, how they were able to scale, and what they want to be remembered for after they die (deep stuff, right?). You're about to learn how these businesse ...
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The National Association for Sales Professionals podcast, Leads to Growth, provides in-depth interviews and discussions sharing the best sales training techniques, sales, and prospecting skills, as well as influence and communication skills to take your professional sales career to the next level! Join Chris McCoy as he creates engaging conversations with the sales industry's top talent.
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The Art and Science of Business Valuations: Insights from Over 1,500 Valuations with Brandon Hall
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In this episode of Independence by Design™, I sit down with Brandon Hall, an expert who has conducted over 1,500 business valuations across a wide range of industries. We dive deep into the importance of understanding and controlling the value of your business. Brandon shares his journey from a corporate accountant to a trusted advisor in the valua…
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267: Powering Innovation: Jim Kalb's Journey with OptiFuse & the Future of Fuses!⚡
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Jim Kalb is currently the President of OptiFuse, an innovative high-growth manufacturer of power protection components distributed by high-quality select wholesalers throughout the world. OptiFuse has been listed on the Inc. 5000 for the last 5 years, as well as being named as one of Forbe's magazines "25 Best Small Companies" in 2017. This Episode…
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#405: Breaking Founder Dependency: How to Assess, Recruit, and Integrate the Right CEO with Mike Frommelt
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In this episode of Independence by Design™, I sit down with Mike Frommelt, the co-founder of Strategic Talent Partners and a seasoned expert in executive search and leadership development for privately held businesses. We dive into the critical role of talent assessment and leadership development in scaling a business beyond the founder’s personal …
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Sales Philosophies to Help Boost Your Agency, With Taylor Welch
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Points of Interest 00:01 – 00:48 – Introduction: Marcel Petitpas welcomes Taylor Welch, a seasoned sales and marketing expert, to discuss aligning sales incentives with client success, sharing insights from Taylor’s extensive experience. 00:48 – 01:20 – Background: Taylor Welch introduces himself, sharing his journey from a touring musician to buil…
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#404: Design a CEO Compensation Plan Tied to Your Cash Flow & Equity Valuation Goals with Craig Rutledge
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In this episode of Independence by Design™, Ryan Tansom is joined by Craig Rutledge, an expert in compensation strategy and the Partner at VisionLink. Craig offers valuable insights for growth-oriented business owner-operators looking to step back from daily operations and hire a CEO who can drive both cash flow and equity growth. He addresses the …
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#403: Cash Flow Broke and Balance Sheet Rich with Eric Roman
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In this episode of Independence by Design™, Ryan Tansom is joined by Eric Roman, a former dentist turned entrepreneur and business coach, who shares his powerful story of building and exiting a successful dental service organization (DSO) worth $40 million. Despite his company’s impressive valuation, Eric felt cash flow broke and balance sheet rich…
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#402: Tax Mitigation Strategies: Keeping More of What You Earn with Roger Roundy
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In this episode of Independence by Design™, Ryan Tansom sits down with Roger Roundy, a tax mitigation strategist with a unique approach to helping business owners keep more of their hard-earned money. Roger explains the three phases of wealth—accumulation, preservation, and distribution—and how each phase requires different tax mitigation strategie…
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#401: Discovering the Truth About Economics & Money: Joe Brown on Inflation, Investments, and Independence
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In this inaugural episode of the Independence by Design™ podcast, Ryan Tansom sits down with Joe Brown, founder of Heresy Financial, to dive deep into the intricacies of the economy and financial systems. Driven by personal experiences and a relentless curiosity, Joe explores the mainstream financial narratives and advocates for a deeper understand…
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#400: Introduction to Independence by Design™
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In this first episode of the newly rebranded Independence by Design™ podcast, host Ryan Tansom introduces a groundbreaking ownership framework designed specifically for growth-oriented business owner-operators who seek true independence. Drawing from his personal experience of turning around and selling his family business, Ryan explains how tradit…
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Getting your EOS Scorecard Right, with Mark O’Donnell
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Points of Interest 00:01 – 00:41 – Introduction: Marcel Petitpas welcomes Mark O'Donnell, the leader of EOS Worldwide, to discuss the Entrepreneurial Operating System (EOS) and its impact on businesses, focusing specifically on data and scorecards. 02:04 – 03:38 – What is EOS?: Mark O'Donnell provides an overview of EOS, explaining its core compone…
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Exit Planning Strategy, with David Tobin
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Points of Interest 00:01 – 00:36 – Introduction: Marcel Petitpas welcomes David Tobin, a mergers and acquisitions expert, to discuss strategies for successful business exits. 01:09 – 02:52 – David’s Background: David shares his journey from starting his first business in college to founding TobinLeff, focusing on his niche in financial services and…
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266: Wheels of Fortune: 🚲 Team USA's Path to Tour de France Victory (Anne Hed of HED Cycling)
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Anne Hed is a lifetime resident of Minnesota. Her history as a business owner began back in the 1980’s, when she raced as a professional triathlete. She completed eight Ironman Triathlons in Hawaii, and met her late husband, Steve, through the sport. He became one of her first sponsors... This Episode is Sponsored By: Jon Ostenson, Founder of FranB…
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Independence By Design, with Ryan Tansom
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Points of Interest 02:02 – 02:20 – Ryan's Framework: Marcel explains how Ryan Tansom's "Independence by Design" framework has transformed his view on his own business. 03:32 – 05:03 – Owner-Operator Challenges: Ryan describes the challenges of owner-operators and the importance of achieving true independence through sustainable business practices. …
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How to Leverage M&A as a Growth Strategy for Your Agency, With Matt Bodnar
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Points of Interest 00:54 – 01:39 – Matt’s Journey: Matt Bodnar shares his background, mentioning his experience at Goldman Sachs and his move to Nashville in 2011, where he bought his first IT service company. 02:24 – 03:07 – M&A Realization: Matt explains how he stumbled into mergers and acquisitions and the importance of creative deal structures …
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Building a Vibrant Agency Culture, With Nicole Greer
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Points of Interest 00:01 – 00:58 – Introduction: Marcel Petitpas introduces the episode and guest Nicole Greer, founder and CEO of Build a Vibrant CultureTM. 00:59 – 02:14 – Guest Background: Nicole shares her journey and experience, highlighting her work with notable brands like State Farm and The Ohio State University. 02:15 – 04:05 – Importance …
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265: Building a Sparkling Soda Fireworks Store?!? | 🎉 Mark Lazarchic of Serenity Ventures
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Mark Lazarchic is the CEO of Serenity Venture Group. He describes himself as a serial entrepreneur with eyes always open. Mark is the owner of multiple successful startup businesses in very competitive markets. Mark has spent the last 10 years being amazed at the level of mediocrity accepted by the public in business. At all levels... This Episode …
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How to Identify the Right Leadership Style, with Audrey Joy Kwan
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Points of Interest 00:01 – 00:40 – Introduction: Marcel Petitpas introduces Audrey Joy Kwan, a seasoned leadership coach and agency consultant, discussing her extensive experience in agency leadership development. Audrey shares her transition from law to marketing, leading to a significant career in agency leadership. 06:57 – 08:26 – Leadership Sty…
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How to Design the Perfect Client Experience, with Joey Tackett
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Points of Interest 00:00 – 05:32 – Opening Discussion: Marcel and Joey highlight the critical role of clear communication and the art of building client relationships in agency settings. 05:34 – 08:36 – Joey's Insights: Sharing his journey as an agency owner and creative director, Joey delves into why effective communication is foundational to stro…
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When, Who, and How to Hire for Success, With Jamie Van Cuyk
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Points of Interest 00:01 – 00:40 – Introduction: Marcel Petitpas introduces the episode and guest Jamie van Cuyk, an expert in hiring and onboarding, who shares her extensive experience in helping entrepreneurs effectively grow their teams. 01:20 – 02:43 – Company Overview: Jamie describes her role and the objectives of her company, Growing Your Te…
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264: From Clothing Manufacturer, to Franchise Owner, to Starting the Tint World Franchise | Ex-CEO of Meineke, Charles Bonfiglio, shares his Journey 🚗…
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Charles J. Bonfiglio is the Franchise Founder & Chief Executive Officer of Tint World. The company is a privately owned franchise chain of independent retail window tinting, mobile electronics, auto accessories and appearance centers. As the lead executive of Tint World, Charles is responsible for all functions related to the development and leader…
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Revolutionizing Leadership Through Trauma Healing, with Kelly Campbell
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Points of Interest 00:01 – 00:58 – Introduction: Marcel Petitpas introduces the episode and guest Kelly Campbell, a trauma-informed leadership coach. Discussion about Kelly’s new book, “Heal to Lead,” and their approach to trauma, leadership, and consciousness. 01:03 – 01:21 – Kelly Campbell’s Professional Background: Kelly shares their professiona…
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How to Price, Deliver & Sell Performance-Based Retainers, With Chris Rudolph
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Points of Interest 00:01 - 00:21 - Introduction: Marcel introduces the episode and guest Chris Rudolph, a business coach specializing in helping agency owners grow their businesses and improve their lifestyles. 00:21 - 01:05 - Chris’s Background: Chris shares his journey from starting in the fitness industry to coaching agency owners, emphasizing h…
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Unlocking Profits with Recurring Services, With Pete Everitt
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Points of Interest 00:01-00:23 – Marcel kicks off the podcast by introducing Pete Everitt, a friend of the show, multi-agency owner, and coach specializing in helping agency owners with client acquisition and retention through recurring revenue. 00:24-02:04 – Pete details his professional journey, from agency work in the UK to launching SEO Hive du…
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263: Using Real Human Connections to Achieve Exceptional Success... Doug Brown of CEO Sales Strategies
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Doug C. Brown is the CEO of CEO Sales Strategies and a Sales Revenue and Profit Growth Expert. He has led client award-winning and high-performance teams as well as pioneered profitable development programs for companies. He has advised companies such as Intuit, CBS Television, Procter & Gamble, Enterprise Rent-A-Car, Nationwide, Embassy Suites, In…
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Building Systems that Grow with Your Agency, With David Jenyns
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Points of Interest 00:01-00:46 – Marcel kicks off the podcast by introducing David Jenyns, the genius behind a global agency that specializes in building business systems. 00:47-02:12 – David opens up about his journey in the business world and what inspired him to pen down the book SYSTEMology. 02:13-03:07 – Marcel and David get real about the str…
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How to Build a 5 Million Dollar Agency, With Michael Wark
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Points of Interest 00:01 – 00:40 – Introduction to the Episode and Guest: Marcel introduces Michael Wark and his expertise in finance for agencies. 00:40-01:00 – Michael’s Background and Passion for Agency Finance: Michael shares his excitement for the topic and his background in financial services. 01:00-01:45 – The Role of a Virtual CFO for Agenc…
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How to Increase Tax Efficiency in Your Agency, With Craig Cody
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Points of Interest 0:00-1:20 - Introduction to Craig Cody, a tax strategy expert focused on helping agencies pay less tax. 1:21-2:12 - The unique focus of tax planning for marketing agencies. 2:13-3:04 - The role of business model in tax planning for agencies. 3:05-4:29 - Understanding the tax code and the importance of tax planning. 4:30-5:45 - Th…
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262: From Single Mom Flipping Burgers to a Powerhouse in Venture Capital | Olga Maslikhova of The J Curve
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Olga Maslikhova is the founder and host of The J Curve, the podcast about Latin America tech ecosystem builders. Olga is also a successful tech investor. She aims to share insights and stories from the region's most influential entrepreneurs, investors, and experts. She also leverages her network and knowledge as a member of a global community of w…
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How to Create Process Without Killing Creativity, With Rob Sayles
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00:00 – 00:18 – Introduction and background information on Rob’s 25 years of experience in the agency industry. 03:15 – 05:05 – Rob shares his experience transitioning into the digital industry and the challenges faced in the early years. 08:22 – 13:02 – Rob shares two crazy experiences from his time in the digital industry, including a major websi…
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Mastering Utilization and Capacity Planning for Agency Profits
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0:00-2:00 – Introduction to the solo cast episode focusing on utilization rates, emphasizing its significance for agencies. 2:00-6:00 – Historical context of utilization, highlighting its relevance in the billable hour era and its evolving role in the modern agency landscape. 6:00-11:30 – Challenges in measuring utilization, emphasizing variations …
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How to Level Up Your Leadership as an Agency Owner, With Karl Sakas
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Points of Interest 0:00-0:22 - Intro & background of guests and their expertise 0:21-1:22 - Four stages of day-to-day involvement in an agency 1:23-1:18 - Six agency roles to consider delegating 2:20-5:05 - Clarifying swim lanes to define roles and responsibilities 5:08-10:10 - Values, goals, and resources for decision-making 10:11-11:00 - Developi…
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261: Buying a Business at a Great Price! Over 30 Years of Biz Buying & Selling - Richard Parker of Diomo Corporation.
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Richard Parker is the founder of Diomo Corporation – The Business Buyer Resource Center and author of the How To Buy A Good Business At A Great Price series. Richard has purchased thirteen of his own businesses and has been an advisor and broker to small business buyers and sellers for over three decades. He has written and been featured in more th…
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How to Find Agency Success with 3rd Party Partnerships, With Tim Burke
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Points of Interest 00:00 - 00:15: Introduction 00:43 - 01:17: Significance of shared values and building relationships beyond transactions. 01:17 - 01:37: Agency's role as an extension of the client and factors contributing to successful partnerships. 15:03 - 15:54: Critical aspects of successful engagements and the role of expectations in sales re…
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The 3 Steps for Creating Clarity in Your Agency Operations, With Melissa Morris
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Points of Interest 0:00 - 2:26 - Introduction: Marcel introduces Melissa Morris and her background. 2:26 - 4:48 - Importance of Operations: Discussion about the role of operations in agency success. 4:48 - 8:21 - Common Challenges: Melissa talks about common challenges agencies face. 8:21 - 11:30- The Scope Creep Issue: Marcel discusses the issue o…
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How to Scale an Agency That Grows Without You, with Mandi Ellefson
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00:00 – 00:32: Introduction and background of the guest, Mandi Ellefson. 00:32 – 03:42: Discussing the challenges faced by service-based businesses, especially agencies, in scaling beyond $1 million. 03:42 – 07:38: Importance of creating an “irresistible offer” to enhance scalability and overcome common obstacles. 07:38 – 12:12: Exploring the conce…
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Increasing Agency Profits With Client Lifetime Value, With Robert Patin
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Robert Patin is the founder of Creative Agency Success, a consulting firm dedicated to helping creative agencies scale. Robert is known for being a deeply inquisitive and analytical leader with a distinct ability to devise solutions that elevate companies and lifestyles. He is a two-time international best-selling author and is passionate about sha…
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260: From Rabbi School to Supply Chain Innovator. How Izzy Rosenzweig is Saving Customers Time & Money with Portless!
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Izzy Rosenzweig is the Founder and CEO of Portless, a company that fulfills e-commerce orders directly from China to their client’s customers' front doors, massively improving lead times, decreasing shipping costs, and lowering import tax fees. Born from a family that has a strong entrepreneurial spirit, Izzy discovered his passion for business at …
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Mastering the Art of Hiring: How to Find the Perfect Freelancers for Your Agency, With Emily Hunkler
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QUICK LINKS: • The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free • For more information on our Agency Profitability Systems and Consulting, check out parakeeto.com • Love the podcast? Leave us a review on the…
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Growing Your Agency Through Acquisition, With Chris Moore
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QUICK LINKS: • The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free • For more information on our Agency Profitability Systems and Consulting, check out parakeeto.com • Love the podcast? Leave us a review on the…
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259: How this Innovative Business is Unlocking Minds... 🤯 The Psychedelic Journey of Dylan Beynon & Mindbloom 🌻
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Dylan Beynon is the Founder and CEO of Mindbloom. Dylan grew up in a family that was torn apart by mental illness. He lost both his mother and sister to severe mental illnesses, addiction, and eventually overdose. For years he struggled to process the impact these losses had on him. It was not until 2009 that Dylan began the healing process when he…
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Transforming Agency Burden into an Asset, With Jason Swenk
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QUICK LINKS: • The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free • For more information on our Agency Profitability Systems and Consulting, check out parakeeto.com • Love the podcast? Leave us a review on the…
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The Ultimate Guide to Understanding Agency Rates, With Marcel Petitpas
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Check out the full blog post for this solocast here! ** FREE DOWNLOAD** The Agency Profitability Toolkit https://parakeeto.com/toolkit Get the templates, formulas and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free. For more information on our Agency Profitability Systems a…
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How to Build Commercial Knowledge within Your Agency, With Alfie Wenegieme
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QUICK LINKS: • The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free • For more information on our Agency Profitability Systems and Consulting, check out parakeeto.com • Love the podcast? Leave us a review on the…
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258: From a Successful Exit to Closing a Company... & Biking His Way Back on Top | The Story of Mike Peregudov of Whizz
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Mike Peregudov is the CEO and Co-Founder of Whizz, an E-bike rental service company for delivery riders. Mike has had diverse work experience, holding several high-level positions in the past. Prior to Whizz, Mike was a General Partner at S16VC starting in 2020. And from 2014 to 2020, he founded and served as the CEO of Yandex Chef, which was later…
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Finding Focus in Your Agency One Metric at a Time, With Ryan Watson
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QUICK LINKS: • The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free • For more information on our Agency Profitability Systems and Consulting, check out parakeeto.com • Love the podcast? Leave us a review on the…
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Scaling a Technology Enabled Service Firm from $20-$150M, With Corey Quinn
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QUICK LINKS: • The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free • For more information on our Agency Profitability Systems and Consulting, check out parakeeto.com • Love the podcast? Leave us a review on the…
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257: Using Science & Tech to Create a Sweet Solution (Ali Wing of Oobli)
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Ali Wing is the CEO of Oobli, a food-tech company that is aiming to introduce sweet proteins to everyone. Their mission is to make an impact on the world by introducing sweet proteins as a much healthier alternative. The sweet protein was derived from an Oubli plant found in West Africa and Southeast Asia, which inspired the name Oobli. There is a …
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Unveiling The Future of Time Tracking, With Ilia Markov
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QUICK LINKS: • The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free • For more information on our Agency Profitability Systems and Consulting, check out parakeeto.com • Love the podcast? Leave us a review on the…
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Unpacking The Truth Behind The 4-Day Workweek, With Marcel Petitpas
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QUICK LINKS: • The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free • For more information on our Agency Profitability Systems and Consulting, check out parakeeto.com • Love the podcast? Leave us a review on the…
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How The Ad Girls Doubled Profitability with a Results Only Compensation Model, With Courtney Tarrent
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QUICK LINKS: • The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free • For more information on our Agency Profitability Systems and Consulting, check out parakeeto.com • Love the podcast? Leave us a review on the…
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