Beste Business Advisors podcaster (2024)

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Ep 152 What Travel Clients Want to See on your Social Media Feed 45:56

15h ago45:56

45:56

Hootsuite came out with a Social Media Consumer Report and I'm sharing the findings with you and how you can apply them to your travel business :) In this episode, I share: · What consumers want to see on social media · What you can do to build a high-value following · What you can do to gain more exposure on social media · and so much more! Enjoy …

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Buying a Business: Why Scrutiny is Necessary 22:04

3d ago22:04

22:04

In this episode of the Apex Business Advisors Podcast, Andy Cavanaugh and Doug Hubler explore business acquisitions, discussing strategic alignment, qualified buyers, and the importance of professional assistance. They highlight the value of rigorous vetting processes, caution against rushing meetings, and emphasize the significance of NDAs in main…

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How to Manage Your Time & Delegate as a Leader | Ep. 5 52:47

5d ago52:47

52:47

Episode 5 of our podcast features a captivating conversation with Anita L. Pierce, the Founder and CEO of Eleven3seven5. Anita's consultancy fosters relationships that create sustainable business opportunities and connect communities to vital resources for economic wellness and social impact. In this episode, Anita dives into various aspects of ent…

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How To Choose The Best Entity For Flipping Real Estate 1:06:56

5d ago1:06:56

1:06:56

Welcome to another Tax Tuesday episode of the Anderson Business Advisors podcast. Today, attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., delve into listener questions around how real estate investors can maximize their returns and navigate the often-overlooked tax benefits associated with oil and gas investments within retirement accounts. The…

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Ep 151 How Web Search and Social Media Work Together 31:39

5d ago31:39

31:39

My mom changed Mother's Day plans on me and I got a lesson in the synergy between a web search and social media--which of course means, I've got to share it with you :) Take a peek into how my brain works when it comes to searching for things, which is probably how many of your travel clients are also thinking. In this episode, I share: · Why you n…

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The Best of The Apex Business Advisors Podcast: Value Discounters 24:14

10d ago24:14

24:14

We're at the IBBA Conference this week and unable to connect, so we wanted to bring you one of our favorite episodes from the vault. We're talking all about Value Discounters in this episode. We dissect industry trends and real-world scenarios to illustrate how factors like organizational structure and customer concentration can affect your busines…

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Why do businesses incorporate in Delaware | Business & Life Advice | Ep. 4 35:12

12d ago35:12

35:12

In this episode of Business & Life Advice with Ataande & Advisors, we answer questions about the legal side of business—where to register your company, how to get the right attorney, and more. We are joined by Nayana Mehta, CEO at Strand Consulting Corporation. Disclaimer: This is NOT legal advice but for educational purposes only.…

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Ep 150 The Best in Travel Tech in 2024 54:44

12d ago54:44

54:44

The 2nd Annual Travel Tech Audio Summit went live on Global Travel Advisor Day, 5/1/2024. Listen in to hear incredible stories of entrepreneurship and learn about some of the amazing tech you as travel advisors, or even suppliers, can take advantage of. Special thank you to our Summit Featured Speakers: David Shulll, CEO at Tern Liana Rowan and Cha…

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The IBBA Conference 23:32

17d ago23:32

23:32

Today's episode of the Apex Business Advisors Podcast is all about Conference Season. Andy and Doug share insights from their past attendance at two major industry events: the International Business Brokers Association (IBBA) conference and the M&A Source Conference as a preview for their upcoming trips to the events. The episode highlights the inv…

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Why Landlord Insurance Is Vital for Real Estate Investors 41:22

17d ago41:22

41:22

Have you ever been caught off guard by the fine print in an insurance policy? Clint Coons, Esq. and Shawn Woedl of National Real Estate Insurance Group uncover the often overlooked details of property insurance that could spell disaster or salvation for your investment portfolio. We dig into the labyrinth of insuring your LLCs and land trusts, as w…

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How to Build a Winning Team, Expand Your Business & Insights for Female CEOs | Ep. 3 35:04

19d ago35:04

35:04

In the latest episode of "Business and Life Advice with Ataande & Advisors," we delve into the essential components of building a winning team and expanding your business. Join us as we welcome Lara Rasmussen, CEO of Conceptual Network Solutions, Inc., as we answer some of her burning questions. Lara's primary challenge revolves around motivating e…

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How Can A 1099 Contractor Reduce Taxable Income? 50:32

19d ago50:32

50:32

On today’s Tax Tuesday episode of the Anderson Business Advisors podcast, Eliot Thomas, Esq., is joined by Anderson CPA Barley Bowler. Barley and Eliot will cover some listener questions including strategies around deducting startup costs and choosing a business structure for loan eligibility, tax breaks like depreciation and claiming real estate p…

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Ep 149 The 5 Keys to Travel Agency Profitability with Jenn Lee 48:04

19d ago48:04

48:04

Ready to make your travel business profitable? I'm so stinking excited to welcome travel industry powerhouse, Jenn Lee, to the podcast! Join us as we share what we feel are the five keys to profitability for your travel agency. In this episode, we share: · Some of the differences between the IC and Franchise models of business · The shift you need …

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Selling a Business: Bad Behaving Attorneys 16:45

24d ago16:45

16:45

We share the story of a deal that faced potential derailment due to an attorney's intervention. This highlights the critical role of attorneys in the deal-making process and the importance of careful selection and collaboration with brokers and sellers. We stress the significance of time in deals and discuss pitfalls that arise when attorneys adopt…

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Finding the Right Business Partner, Transitioning Between Ideas & More | Ep. 2 54:54

26d ago54:54

54:54

In Episode 2 of our podcast series, we welcome Christopher Toma, an aspiring entrepreneur grappling with the question: "How should I know when to walk away?" However, this episode extends beyond this, delving into the intricacies of building a team, navigating growth and expansion, and determining overall direction in the business landscape. Join u…

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Ep 148 Cultivating Relationships to Fuel Success (A Tribute to Edouard Jean) 54:22

26d ago54:22

54:22

We lost a very dear friend in the industry this week, Edouard Jean. He was the owner of Massive Travels and was very active with ASTA having served as Chapter President, and was getting ready to start a campaign for the Board. He was a champion for minorities in the industry, as well, having served as a Board Member of the Association of Black Trav…

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Buying a Business: Tell Your Lender Everything... and we mean EVERYTHING 20:41

1M ago20:41

20:41

In this episode of the Apex Business Advisors podcast, Andy and Doug discuss the critical importance of honesty between lenders and borrowers when securing business loans. They examine a recent transaction failure resulting from undisclosed financial issues, highlighting the need for transparency. The episode delves into potential pitfalls in filli…

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Business and Life Advice with Ataande & Advisors Ep. 01 24:21

1M ago24:21

24:21

Welcome to the inaugural episode of "Business and Life Advice with Ataande & Advisors"! In this very first episode, we're excited to feature Jasmine E. Santiago-Ataande, the CEO and Founder of Therapy for the Culture. Jasmine joins us to ask thought-provoking questions about business and self-development, setting the stage for engaging discussions.…

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What Is The Best Tax Efficient Way To Purchase An Existing Business? 1:08:24

1M ago1:08:24

1:08:24

Welcome to another Tax Tuesday episode of the Anderson Business Advisors podcast. Today, attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., explain tax strategies for listener-submitted questions. The conversation digs into S-Corp vs. C-Corp for property management, understanding Unrelated Business Income Tax (UBIT) for non-profits, qualifying fo…

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Ep 147 4 Steps to Finding your Next Travel Agency Leads 31:18

1M ago31:18

31:18

We just wrapped up a 4-Week Series on where to find leads according to various travel agency niches. Now it's time to take action and align your goals with a personalized plan! In this episode, I share: · The importance of focus and confidence to take help you take action · Targeting a specific niche rather than a broader audience · Using Q2 to rea…

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Buying a Business: Dos and Don'ts for a Productive Buyer Seller Meeting 16:36

1M ago16:36

16:36

Andy and Doug share amusing anecdotes from memorable buyer-seller meetings. From unexpected attire choices to mismatched buyers and sellers, they entertain listeners while offering valuable insights into effective communication, preparation, and broker involvement in successful business deals. This episode is a must-listen if you're in the market t…

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How to Structure Your Real Estate Flipping 23:05

1M ago23:05

23:05

In this episode, Toby Mathis, Esq. chats with Jeffrey Cottle, Esq., Senior Attorney at Anderson Business Advisors, about the world of house flipping, with a focus on how to handle the tax implications. It emphasizes the importance of avoiding "dealer" status with the IRS and explores strategies like asset protection. Toby and Jeff discuss limitatio…

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Ep 146 How to Find Leads as a Luxury Travel Agent (4/4) 39:57

1M ago39:57

39:57

If you don't have leads in your business, you don't have a business. So let's find you those leads! In this 4-Part Series, I'm going to share how to find leads in 4 of the top travel niches: family, romance, food and wine, and luxury. Join me as I dive in today to the Luxury Travel Niche for part 4. In this episode, I share: · Understanding the min…

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Buying a Business: Navigating Business Acquisition in Changing Times 30:06

2M ago30:06

30:06

In this episode of the Apex Business Advisors Podcast, host Andy Cavanaugh and Doug Hubler chat with Jason Moxness, a seasoned expert on Small Business Association (SBA) loans. They discuss recent changes in the SBA landscape and their impact on business acquisitions, covering updates on loan application processes, criteria, and qualifying factors.…

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Can I Contribute To My Health Savings Account After Leaving My Employer? 1:20:07

2M ago1:20:07

1:20:07

In this episode, Toby Mathis, Esq., and Eliot Thomas, Esq., bring more of their tax knowledge to the masses, answering questions on HSA contributions, employing your children in your business, and keeping your assets in a self-directed IRA. Be sure to check out our FREE virtual events happening this month. Submit your tax question to taxtuesday@and…

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Ep 145 How to Find Leads as a Food and Wine Travel Agent (3/4) 35:33

2M ago35:33

35:33

If you don't have leads in your business, you don't have a business. So let's find you those leads! In this 4-Part Series, I'm going to share how to find leads in 4 of the top travel niches: family, romance, food and wine, and luxury. Join me as I dive in today to the Food and Wine Travel Niche for part 3. In this episode, I share: · Understanding …

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Selling a Business: Owner's Metrics vs. Manager's Metrics 11:08

2M ago11:08

11:08

Doug and Andy's schedules did not align for them to record this week, so we're using the audio from a brief portion of a webinar that Andy was a presenter on a few weeks ago. His part centered around the concept of Owner's Metrics vs. Manager's Metrics. We hope you enjoy this special edition of the podcast, and we'll be back next week with Andy and…

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Ep 144 How to Find Leads as a Romance Travel Agent (2/4) 27:49

2M ago27:49

27:49

In this 4-Part Series, I'm going to share how to find leads in 4 of the top travel niches: family, romance, food and wine, and luxury. Join me as I dive in today to the Romance Travel Niche for part 2. In this episode, I share: · Understanding the mindset of romance travelers at every stage · Where you can find them based on this information · Real…

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Selling a Business: The Dangers of Add Backs 20:05

2M ago20:05

20:05

On today's episode of the Apex Business Advisors Podcast, Andy and Doug are talking about extreme add backs. These aren't just any add backs, these are the add backs where a seller has pushed it past the line. They also share the example of tax savings versus lost value at sale. Interested in learning how the market would view your business today? …

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The Top 10 Types of Nonprofits You Can Set Up 31:27

2M ago31:27

31:27

Today Toby Mathis, Esq. speaks with Karim Hanafy, Esq., Anderson’s non-profit expert, about the top ten types of non-profits you can form to access tax benefits for your charitable activities. These range from familiar causes like humanitarian aid (both domestic and international) to education (including scholarships) and even combating social issu…

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How To Write Off Travel Expenses 56:39

2M ago56:39

56:39

Welcome to episode #214 of the Anderson Business Advisors podcast. Today, experts Toby Mathis, Esq., and Eliot Thomas, Esq., explain tax strategies for common questions concerning how to write off business travel that includes personal days (hint: business days have to be more than 50% of your trip), how and when you can qualify as a real estate pr…

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Ep 143 How to Find Leads as a Family Travel Agent (1/4) 31:44

2M ago31:44

31:44

If you don't have leads in your business, you don't have a business. So let's find you those leads! In this 4-Part Series, I'm going to share how to find leads in 4 of the top travel niches: family, romance, food and wine, and luxury. I'm also going to share via a Google search of 4 locations around the country, on local networking events to look f…

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Know Your Broker: Tom Bailey 15:11

2M ago15:11

15:11

Doug and Andy are joined by one of our newest brokers, Tom Bailey. Hear how Tom's background as an engineer and entrepreneur led him to Apex and what he plans on accomplishing while he is here. Welcome aboard, Tom! Want a sample of the businesses we've sold? Check out the Sold page on our website, then get in touch for a Free Consultation.…

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How to Form a Nevada Asset Protection Trust 29:45

2M ago29:45

29:45

In this episode, Toby Mathis, Esq. chats with fellow attorney John Anderson, Esq. of Anderson Business Advisors about the pros and cons of establishing trusts in Nevada. The discussion digs into Nevada trusts' specific functions and benefits, including the "seasoning period" and the role of trustees. Toby and John explore how a third-party trustee …

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How To Wholesale Real Estate (Best Structure & Asset Protection!) 45:27

2M ago45:27

45:27

Clint Coons, Esq. and Greg Helbeck from Velocity Home Buyers tear down the facade that wholesaling is a no-risk investment, exposing the legal snares and fiscal sinkholes that might just catch you off-guard. Hear about Greg's near-miss disaster when a contracted property burned to the ground, a story that underscores the need for bulletproof busine…

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Ep 142 How to Be Consistent with Content Creation 28:36

2M ago28:36

28:36

Inspired by some recent chatter, I'm tackling the challenge of consistent content creation, by sharing some of my top tips on maintaining a positive mindset, finding your content creation groove, and setting achievable goals. I'm also diving into my personal journey with podcasting, blogging, and repurposing content for different platforms, as well…

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Selling a Business: Exclusive Listing with Chuck Campbell 15:50

2M ago15:50

15:50

Andy and Doug are joined by Chuck Campbell today to discuss a recent deal that Chuck just closed. The deal had a lot of wrinkles that Chuck expertly navigated. You'll hear about the challenges presented by the Exclusive Listing Process, Buyers that had separate legal representation, dealing with a small town business, and how those were overcome. W…

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Investing In CASHFLOWING RENTALS (How To Get Started) 36:32

2M ago36:32

36:32

Clint Coons, Esq. speaks with Kenji and Letizia Alto, who are both MDs and founders of Semi-Retired MD. They share their journey from being high-income physicians to achieving financial freedom through real estate investing. The episode delves into the mindset shifts required to excel in the property market, overcoming common obstacles, and utilizi…

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How To Report Income From A Short-Term Rental Property 1:00:23

3M ago1:00:23

1:00:23

Today, experts Toby Mathis, Esq., and Elliot Thomas, Esq., explain valuable tax strategies for real estate investors, traders, and various income earners. You’ll hear about the optimal tax classifications for short-term rentals, using retirement funds for real estate investment, and the transition from W-2 to 1099 income for tax benefits. Additiona…

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Ep 141 Transitioning from a Travel Employee to a Travel Entrepreneur Mindset 29:36

3M ago29:36

29:36

We're officially/unofficially celebrating the 3rd Birthday of the Podcast--wootttt!!! Thank you so much for tuning in every-ish week, sharing the podcast with your peers, and leaving ratings and reviews that allow other business owners to find this goodness. I sincerely could not do this without your support, and I'm ever so grateful for it--THANK …

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The List 12:18

3M ago12:18

12:18

Andy and Doug discuss the four things that will land a Buyer, Seller, or Team Member on the DNWW (Do Not Work With) List. They discuss deal killers, NDA breakers, liars, and process breakers. Interested in learning if your business is sell ready? Take the survey to find out.Av Apex Business Advisor Podcast

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Ep 140 3 Ways I'm Planning to Thrive in 2024 26:06

3M ago26:06

26:06

This past week has been a deeply personal week for me, so I wanted to share a personal episode about where I'm at and what I'm doing to thrive this year in business. In this episode, I share: · Prioritizing health and backup plans · Leaning into my passions · Changing my mindset · and so much more! Enjoy (and take action)! Nina Clapperton's 6 Month…

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Buying a Business: The Dangers of a DIY Offer to Purchase 18:10

3M ago18:10

18:10

On today's Apex Business Advisors podcast episode, Andy and Doug discuss a recent Offer to Purchase they received. The buyer took the Apex form and made some "adjustments." The discussions revolve around how the buyer inadvertently waived their right to exclusivity, Apex's ability to provide financial information to a lender, and the seller's requi…

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Profit First and Beyond: Mike Michalowicz Unveils 'All In' Strategies and Success Stories 29:15

3M ago29:15

29:15

Have you ever wondered how flipping the script on profit can revolutionize your business? Mike Michalowicz joins Toby Mathis, Esq., to dissect his innovative 'Profit First' formula, a game-changer for entrepreneurs swimming against the tide of traditional financial management. Mike, the sage behind several seminal business books, engages in a no-ho…

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Are Educational Courses Tax Deductible? 1:12:23

3M ago1:12:23

1:12:23

This episode of Tax Tuesday, Toby Mathis, Esq., and Eliot Thomas, Esq., cover topics including paying your children from your business, when you can write off meals as “business” - (hint: it all comes down to ‘intent’), and how often you should meet with your CPA. Submit your tax question to taxtuesday@andersonadvisors. Highlights/Topics: "Does my …

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Ep 139 How to Go from Good to Great Customer Service 29:45

3M ago29:45

29:45

This week's episode was sparked by a conversation that transported me back to my years at Disney, where impeccable customer service wasn't just an expectation—it was a cornerstone of the magic. As I reminisce about those early days, I'm inspired to share the remarkable strategies that elevate our travel services from good to great. In this episode,…

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Buying a Business: The Time and Place for "Creative Financing" 15:01

3M ago15:01

15:01

On today's episode of the Apex Business Advisors podcast, Doug talks about the Apex Awards Banquet, Andy shares a story about a buyer looking for Creative Financing in a hyper-competitive market, and they unveil the latest tools to help Sellers understand the value of their business. If you want to learn how "Sell Ready" your business is, take the …

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Ep 138 Host Agency Red Flags 31:20

3M ago31:20

31:20

One of my passions and purposes for creating this podcast is to help travel agents like you avoid some of the red flags that sometimes pop up in the industry and this can sometimes mean host agencies. Now I'm not saying all host agencies have red flags, but you should listen if you're questioning your current host situation. In this episode, I shar…

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Selling a Business: How Real Estate Impacts the Deal 13:29

3M ago13:29

13:29

On today's episode of the Apex Business Advisors Podcast, Andy and Doug are joined by Dan Loiacano to discuss how real estate can impact the ability to sell a business. The discussion topics include the highest and best use of the property, which may not necessarily be the business built and residing on the property. They further discuss the curren…

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Are Gifts To Clients And Employees Tax Deductible? 1:04:09

3M ago1:04:09

1:04:09

This episode of Tax Tuesday with Toby and Eliot is brimming with strategies to supercharge your financial savvy. From unlocking the mysteries of deductions and depreciation to turning real estate activities into a tax-saving powerhouse, we dissect the fine print of the tax code and transform it into actionable advice. The episode covers various top…

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