The Marketing Gap Killing Your Valuation (and How to Fix It) with Bill Woods
The Elevate Your Business Podcast with Adam Koos
Release Date: 06/26/2025
The Elevate Your Business Podcast with Adam Koos
Adam Koós joins legacy coach Angelina Carleton on her show to explore one of the most overlooked (yet critical) parts of building and exiting a business: defining what legacy really means. Too often, business owners wait until the last minute to plan their exit, focusing only on financials or legal documents while avoiding the deeper, more personal side of what they’ll leave behind. Adam shares insights from 23 years of experience helping clients navigate business transitions, and why legacy planning starts long before you list your company for sale. They discuss how values, identity,...
info_outlineThe Elevate Your Business Podcast with Adam Koos
In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Traci DeForge, founder of Produce Your Podcast, to explore how podcasting has evolved into one of the most powerful tools for business development and brand authority. With over 30 years of experience in broadcast media and Fortune 500 consulting, Traci shares how she’s helped everyone from scrappy startups to brands like Google and Hilton harness the power of podcasting. From launching your show with purpose to avoiding costly content mistakes, this episode delivers clear, practical strategies for...
info_outlineThe Elevate Your Business Podcast with Adam Koos
In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Bill Woods, co-founder and CMO of 50 Marketing and host of the Missing Half podcast, to explore the crucial role marketing plays in scaling your business and boosting your company’s value at exit. With over two decades of experience in B2B and manufacturing marketing, Bill breaks down how building a repeatable, scalable, and predictable marketing and sales engine can elevate your valuation multiples and attract the right kind of buyers. He shares what most business owners get wrong about marketing, the...
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In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Shelly Peterson, President of Kahuna Investments, to discuss her remarkable journey from a successful career in pharmaceutical sales to managing over $250 million in real estate assets. Shelly shares how a life-changing investment inspired her to pivot careers and how she leveraged her relationship-building skills to thrive in the world of passive real estate investing. Shelly also discusses the challenges of transitioning from the corporate world to entrepreneurship, how she and her husband built Kahuna...
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In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Sharad Mehta, the Founder and CEO of REsimpli, to discuss how he transformed his real estate business from a solo operation into a scalable powerhouse. Sharad shares his journey from an accountant at EY to a real estate mogul who has flipped over 800 properties and built a portfolio of 60 rental units owned free and clear. As a business owner, scaling efficiently while maintaining profitability is key. Sharad breaks down how he systemized his entire operation by building REsimpli, an all-in-one real estate...
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In this episode of Elevate Your Business, Adam welcomes Andrew Doup, founder of Syndication Counsel, to discuss the powerful tax benefits of Qualified Opportunity Zones. Andrew shares his expertise on how these zones work, the federal and state tax incentives they offer, and how investors can strategically leverage them to maximize their returns while minimizing their tax liabilities. Adam and Andrew explore practical tips for properly utilizing Qualified Opportunity Zones, highlighting common mistakes to avoid and the key steps to unlocking their full investment potential. Whether you’re an...
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In this episode of Elevate Your Business, Adam sits down with Joseph Sofia, Regional President of First National Bank in Central Ohio. With expertise in commercial and middle-market banking, loan origination, portfolio management, and credit analysis, Joseph shares practical insights for business owners navigating the complexities of scaling and selling a business. Joseph reveals one actionable step business owners can take right now to create a "profitable goodbye" when it comes time to exit their business. He and Adam discuss why the cost of selling often causes unnecessary worry and unpack...
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In this episode of Elevate Your Business, Adam continues the "How I Built It" series with Andy Fruechtnicht, CEO, President, and Founder of , based in Columbus, Ohio. Andy shares his journey from his very first job to becoming a successful entrepreneur in the IT industry. He talks about what inspired him to start his business and the pivotal moments that shaped his career. Adam and Andy dive into the realities of launching a business, exploring what Andy’s personal life looked like during those early days, the best parts of becoming a business owner, and the toughest challenges he faced....
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In this episode of "Elevate Your Business," Adam talks with Bob St. Germain, Managing Director and Principal at in Columbus, Ohio, about why exit planning is essential for business owners from day one. Bob explains the importance of integrating exit strategies from day one, transforming the way owners think about and plan for the future of their business. Adam and Bob dive into the key metrics that business owners should monitor to accurately determine their company’s value, along with common pitfalls that lead to over- or underestimating this value. Bob outlines the six main ways to exit a...
info_outlineThe Elevate Your Business Podcast with Adam Koos
In this episode of "Elevate Your Business," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets. Dan introduces the concept of asset shrinkage, explaining how poor planning can lead to significant loss of wealth over time, especially in the face of rising nursing home costs, which he discusses in detail with average figures from across the...
info_outlineIn this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Bill Woods, co-founder and CMO of 50 Marketing and host of the Missing Half podcast, to explore the crucial role marketing plays in scaling your business and boosting your company’s value at exit.
With over two decades of experience in B2B and manufacturing marketing, Bill breaks down how building a repeatable, scalable, and predictable marketing and sales engine can elevate your valuation multiples and attract the right kind of buyers. He shares what most business owners get wrong about marketing, the surprising return of direct mail, why voice-of-customer research matters more than ever, and how founder-led branding can give you a competitive edge.
This episode also covers the difference between brand promise and brand aspiration, the importance of patience in ROI expectations, and actionable ways to align your strategy with what today’s acquirers are really looking for.
Whether you’re scaling for growth or preparing for a strategic exit, this conversation delivers practical insights every business owner should hear.
Episode Timestamps:
00:00 - Welcome and Intro to Elevate Your Business
01:50 - Meet Bill Woods: CMO of 50 Marketing and Host of Missing Half
03:15 - Common Marketing Mistakes: Strategy Gaps and Customer Disconnects
05:30 - Voice of Customer: Why Listening Drives ROI
08:00 - Content That Converts: 100 Views from the Right People Can Be a Game-Changer
10:50 - Direct Mail Isn’t Dead: Why Physical Mail Works in B2B Again
13:10 - Brand Promise vs. Brand Aspiration: A Critical Distinction
18:00 - AI in Marketing: What’s Useful and What’s Overhyped
22:30 - Personal Branding for Founders: Standing Out in B2B
27:30 - Patience and ROI: Marketing Isn’t a 30-Day Turnaround
31:20 - Content Strategy at 50 Marketing: Algorithm Awareness + ICP Focus
36:30 - Posting Natively vs. Schedulers: Does It Make a Difference?
41:20 - Marketing’s Role in Multiples and Buyer Readiness
44:30 - Final Thoughts and Where to Learn More
Key Takeaways:
🔹 Strategy Before Tactics: Most marketing fails because the strategy is unclear or disconnected from real customer needs.
🔹 Marketing = Multiples: A repeatable, scalable marketing engine drives higher valuation and buyer interest at exit.
🔹 Voice of the Customer Matters: Consistent customer feedback loops lead to better product-market fit and stronger ROI.
🔹 Direct Mail Is Back: In a cluttered digital world, physical mail stands out—and even Gen Z is paying attention.
🔹 Don’t Confuse Brand Promise with Brand Aspiration: Your brand must reflect what you can deliver today, not what you hope to deliver someday.
🔹 Native Posting Wins: Social media platforms often suppress scheduled posts—posting directly can boost reach and visibility.
🔹 Be Patient with ROI: B2B buying cycles are long. You need time, consistency, and persistence to see returns.
🔹 Founder-Led Branding Is Underrated: People buy from people. Having the founder as a visible brand advocate can give your business a real advantage.
Key Quotes from Bill Woods:
"100 views on the right B2B video could be worth $20 million. Don’t compare it to YouTube influencers." — (08:00)
"Your brand promise is what you deliver today. Your brand aspiration is where you want to be—don’t confuse them." — (18:00)
"We’re in an age where voice-of-customer research isn’t a nice-to-have. It’s a must." — (05:30)
"Everything old is new again—direct mail is winning attention where email is overflowing." — (11:00)
"The companies with repeatable, scalable marketing engines earn the best multiples. Period." — (41:20)
Connect with Bill Woods and 50 Marketing:
Website: 50marketing.com
LinkedIn (Personal): Bill Woods
LinkedIn (Company): 50 Marketing
Facebook: 50 Marketing on Facebook
Instagram: @50marketing
Connect with ELEVATE and Adam Koós:
🎧 CLICK HERE to subscribe to the ELEVATE Your Business Podcast on Apple
🌐 For more resources on scaling your business, building a successful exit strategy, and business transition education, visit:
https://www.elevateandexit.com
🔗 Follow ELEVATE and Exit on Social Media:
Facebook: Elevate and Exit Facebook
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Threads: Elevate and Exit Threads
LinkedIn: Elevate and Exit LinkedIn
Twitter: @ELEVATEandEXIT
TikTok: Elevate and Exit TikTok
Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) through the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm located in Columbus, Ohio.
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