206: Tax Planning: Missing the Big Picture
AmiSights: Financing the Future For Small Business Owners and Entrepreneurs
Release Date: 07/29/2025
AmiSights: Financing the Future For Small Business Owners and Entrepreneurs
In this week’s episode of the AmiSights Podcast, we dive straight into one of the biggest questions shaping our future: How will AI redefine the way we work, create, and compete? Joe Apfelbaum breaks down the rapid acceleration of AI technologies and what it means for marketers, content creators, podcasters, and anyone trying to stay relevant in a digital-first world. From job displacement
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We’re kicking off a new series on the AmiSights Podcast — The Rundown, where we break down the stories making waves in small business, SBA lending, and entrepreneurship. When big news breaks, The Rundown delivers.
In these special episodes, Ami Kassar and Lynn Ozer share timely insights on what’s happening in the world of small business lending—and why it matters to you.
In this first installment, Ami Kassar and Lynn Ozer share rea
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This past summer, MultiFunding hit an incredible milestone — $1 billion in total loans funded. The final deal that pushed us over the top came from a business we’re especially proud to support. In this special edition of the AmiSights Podcast, Lynn and I sit down with Senior Director of Business Financing, Fran Miller, who led the deal at MultiFunding, along with his client — Jennifer Scarbrough, owner of
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In this conversation, Ami Kassar interviews LaVonna Roth, the founder of Shine, who shares her journey from education to empowering leaders through her unique methodology. LaVonna discusses the importance of self-awareness, confidence, and emotional intelligence in leadership, as well as her experiences as a keynote speaker.
“I have been given different gifts. I shine in a different way, just like they do. But when we come togeth
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In this week's edition of the AmiSights Podcast, we speak with Certified Entrepreneurial Operating System (EOS) Implementer Amy Holtz, who specializes in helping entrepreneurs and non-profit leaders build their businesses and achieve their goals. She explains how EOS changed her own life.
"Running a business is a lot of fun until it's not. Often, your business starts to run you instead of you
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In this week’s edition of the AmiSights podcast, Lane Kawaoka—Accredited Investor, Podcaster, Developer, and Syndicator with $2.1B AUM—shares his journey from a six-figure engineering salary to becoming a successful real estate investor and author. He discusses his book, The Wealth Ele
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In this week’s edition of the AmiSights Podcast, Joey Coleman discusses the critical importance of employee retention and experience, emphasizing that the first 100 days of an employee's journey are crucial for their long-term engagement.
"When we think of employee experience and customer experience, they're actually two sides of the same coin. As we improve one and polish one up, the other one increases in val
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In this week's editing of the AmiSights Podcast, we speak with Alana Winter, Executive Coach and Retreat Facilitator. Tune in as we discuss the significance of clarity in business operations and the necessity of effective communication within teams. Alana also shares
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In this week's edition of the AmiSights Podcast, we talk to Michael Sharp, founder of Sharp Financial, an integrated financial management company. This discussion touches on the challenges of navigating uncertainty in business, the significance of building a strong company culture
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In this week's edition of the AmiSights Podcast, we talk to sociologist and entrepreneur Travis Luther. After selling two successful companies—including founding the MOSO Pillow—he now teaches entrepreneurs and leaders how to transform past trauma to create a prosperous future that's all their own. He discusses his care
info_outlineIn this week's edition of the AmiSights Podcast, we talk to Michael Sharp, founder of Sharp Financial, an integrated financial management company. This discussion touches on the challenges of navigating uncertainty in business, the significance of building a strong company culture, and the rewarding experiences of coaching youth basketball.
"People are looking for advice, not just services. As technology evolves, the real value lies in guiding clients through uncertainty and helping them feel secure about their future. It's about providing comfort and confidence, ensuring they navigate challenges with resilience and foresight."
The main topics of today's episode include a look at why even the most talented employee might not be the right fit if they don’t apply themselves. We’ll also explore the journey from accounting to coaching, and the valuable lessons learned throughout that transition. Finally, we’ll discuss how he built his company with long-term sustainability in mind, rather than simply creating it to flip for a quick return.
Connect with Michael: https://www.linkedin.com/in/michael-h-sharp-cpa-6127a071/
Check out Sharp Financial: https://www.sharpllc.com/
6/13/2025