How To Scale Sales: Avoid Mistakes
Measure Success Podcast
This episode is sponsored by , liberating entrepreneurs through fractional sales execution. Today, Steve helps growth-stage companies break through revenue barriers while giving founders the freedom to focus on building extraordinary businesses. Founder-led businesses often grow fast, then stall. In this episode of the Measure Success Podcast, Carl Cox sits down with Steve Caton, Founder and CEO of Altezza Solutions, to discuss why sales becomes the biggest bottleneck for growing companies. Steve shares why hiring salespeople often fails, how founders unintentionally trap...
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The Real Truth About Private Equity Growth
Measure Success Podcast
Selling to private equity is not the end of the journey. It is the beginning of a new phase of growth. In this episode of the Measure Success Podcast, Carl J. Cox, CEO of 40 Strategy and 40 Accounting sits down with Neel Bhargava, founding partner at NB Group, to unpack how private equity partnerships really work for founder- and family-owned businesses. Neel shares how his firm approaches growth-focused investing, why rolling equity is critical, and how conservative use of debt protects long-term value. The conversation also explores what typically changes in the first 18 months after an...
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The Funding Mistake That Kills Deals
Measure Success Podcast
In this episode of the Measure Success Podcast, Carl J Cox sits down with real estate investor and educator Jay Conner to break down private money and why it has been the foundation of his business since 2009. Jay explains how private money works, who private lenders really are, and why having capital ready changes everything about deal execution. He shares a real world case study where preparation and access to funding made a fast, profitable exit possible when traditional financing would have failed. Listeners will learn why mindset matters as much as mechanics, how conservative strategy...
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Strategy Is Not About Doing More
Measure Success Podcast
In this episode of the Measure Success Podcast, Carl J. Cox sits down with John Whitt, founder of Business Whitt and author of Checkmate, to explore how strategic thinking, leadership, and generosity intersect. John explains how lessons from competitive chess apply directly to business. Small advantages, disciplined execution, and resource placement matter more than chasing quick wins. The conversation covers clarity in goal setting, identifying constraints, testing ideas before scaling, and leading with generosity as a competitive edge. Listeners will gain practical insight into building...
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How Smart Leaders Use AI to Execute Better
Measure Success Podcast
AI is changing how companies grow, how leaders lead, and how strategy gets executed. In this episode of the Measure Success Podcast, Carl J Cox sits down with Klee Kleber, co-founder and partner at Build Group, to discuss what leaders need to understand right now. Klee shares why expertise is becoming a commodity, why implementation is still the biggest challenge, and how operator-led strategy creates real value. They cover how AI is reshaping product development, go-to-market strategy, and leadership, along with why human judgment, trust, and execution still matter. This episode is a clear...
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AI, Sales, and the Power of Human Connection
Measure Success Podcast
In this episode of the Measure Success Podcast, Carl J Cox talks with Gabe Lullo, CEO of Alleyoop, about the real role of outbound sales in today’s market. They discuss how AI is changing sales without replacing human connection, why founders should stay close to revenue early, and how content builds trust before the first conversation ever happens. Gabe shares lessons from scaling a remote SDR organization and explains how fractional sales teams help growing companies create momentum without overspending. This conversation is practical, honest, and focused on strategy over tactics. If you...
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Why AI Is Reshaping Leadership Today
Measure Success Podcast
In this episode of the Measure Success Podcast, Carl sits down again with CEO and author Trey Taylor for a candid conversation on AI, culture, and the future of leadership. Trey explains why AI is no longer optional, how leaders can avoid lazy thinking, and what’s driving the rapid rise of Latino-owned businesses in the U.S. He shares insights on balancing culture, people, and numbers—his signature “three things”—while adapting to tools that change faster than organizations can keep up. Trey also gives practical examples of AI improving operations, decision-making, and customer...
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Where Do Leaders Go For Real Growth?
Measure Success Podcast
In this episode, Carl J. Cox talks with global speaker and executive coach Dona Amelia about why leaders need safe spaces to grow. Dona shares her upbringing in rural Indonesia, her rise as a performer and executive, and how those experiences shaped her belief that leaders can only grow when they have a place to speak honestly, ask real questions, and receive support without judgment. She explains how peer networks, shared experiences, and diverse perspectives help executives make better decisions and avoid isolation at the top. If you’ve ever felt pressure to know everything or carry...
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Get Found in the New AI Economy
Measure Success Podcast
In this episode of the Measure Success Podcast, Carl sits down with digital marketing expert Dave Burnett to unpack the seismic shift happening in search and AI. Dave explains why Google is no longer the only place customers look for answers and how large language models are reshaping discoverability. He shares lessons from his own journey—partnership failures, business resilience, and recovering from a traumatic brain injury—and how those experiences shaped how he leads today. Dave outlines the new rules of digital visibility, why PR is becoming essential, and how companies can position...
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Double Revenue. Cut Costs. One Strategy.
Measure Success Podcast
On this episode of the Measure Success Podcast, Carl J. Cox speaks with Tammy Nam, CEO of The Brief, the AI Agency for marketers. Tammy shares how she doubled revenue at Viki while cutting costs and improving team morale—a rare combination that highlights her strategic clarity and leadership strength. She explains how The Brief helps marketers run smarter campaigns from start to finish using intelligent agents that analyze performance, generate content, launch faster, and learn continuously. Tammy also breaks down how leaders can protect their top performers, remove friction, and communicate...
info_outlineWanting to scale your business to $40 million (and beyond)... but struggling with the strategy to get there?
If you’re a CEO who…
Is so focused on the day-to-day that you struggle to find time for big-picture strategy
Lacks an objective outside expert to help you see what you don’t see and make the hard decisions you are afraid to make
Isn’t sure how to prioritize your goals
Has a team that isn’t buying into your vision
Want to scale your company faster than you’ve been able to do you on your own
At 40 Strategy, we can give you the strategy, confidence and tools you need to build to accelerate your growth. Our current and past clients have experienced the following results:
Professional service firm, who grew their company’s profits 7 figures
Manufacturing company who doubled sales in less than a year
Food and beverage company who executed $500K EBITDA improvements
Digital marketing firm who upscaled their client offering to 2x their MRR
And many more
For the past 25 years, I’ve been an executive leader and board member with multiple organizations that have grown 3x to 5x, with operations in four continents. So if you have a strategic plan for your company that is NOT working, let’s get you back on track…
I’ll teach you exactly how to:
Develop an actionable, strategic plan to scale your business
Prioritize (and reach) goals that will make the most difference in your organization
Identify and maximize your opportunities for growth
Scenario plan with confidence
Scale your company from $4M to $40M (and beyond)
Build the confidence you need as a leader to execute your strategy, plus inspire your team members to buy in
The truth is, more than 90% of strategic plans fail. More than 20% of small businesses fail within their first year. And it’s often because CEOs either get lost in the day-to-day operations; they haven’t maximized their team, processes, or systems; or they waste money and resources.
But if you’re a CEO, there’s a better way. It’s time to set up your strategic process and systems for growth - not stagnation.
Let’s build your company’s future: https://calendly.com/40strategy/strategy-check-in
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