[Private Equity Series] Playbook for a More Scalable Business With Adi Klevit & Adam Gelhausen
Release Date: 09/15/2026
INspired INsider Podcast
Blake Erickson is the Co-founder of Scaling.com, a research and advisory firm that helps established businesses pursue tenfold growth through strategic guidance and its Scaling Framework. He leads the company's strategist team and guides its strategic direction, having personally trained more than 1,200 people. Blake also co-authored The Science of Scaling, a New York Times bestselling book written with organizational psychologist Dr. Benjamin Hardy. An experienced entrepreneur and keynote speaker, he helps business owners strengthen leadership, identify growth opportunities, and develop...
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Corey Kupfer is the Founder and Managing Partner of Kupfer., PLLC, a corporate and deal law firm specializing in mergers and acquisitions, entity and platform design, and entrepreneurship. With decades of experience, he has represented, trained, and mentored thousands of companies and entrepreneurs and has handled hundreds of complex deals and business transitions. Corey is the author of the Amazon bestselling book Authentic Negotiating and host of the DealQuest Podcast. He is also a former Chapter President of the New York Entrepreneurs’ Organization and is known for his expertise in...
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Alexander Harstrick is the Co-founder and Managing Partner of J2 Ventures, an early-stage venture capital firm investing in advanced computing, biomedical engineering, cybersecurity, and infrastructure. He previously served as a US Army intelligence officer and worked with the Defense Innovation Unit and AFWERX, helping deploy nearly $2 billion in defense funding to US startups. Alexander holds an MBA from Harvard Business School and a bachelor’s degree from Columbia University. Jonathan Bronson is the Co-founder and Managing Partner of J2 Ventures, an early-stage venture capital firm...
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John Bowen is the Founder and CEO of CEG Worldwide and CEG Insights, firms that provide coaching and strategic insights to financial advisors serving affluent clients. A 26-year financial advisor, he managed up to $2 billion in assets before becoming CEO of Assante Capital Management, where he more than tripled assets under management to over $25 billion. John has authored or co-authored numerous books, including The Greater Game, and combines empirical research, AI, and decades of industry experience to help entrepreneurs and advisors build more scalable, successful businesses. In this...
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Bob Serling is the Founder of Licensing Lab, where he helps businesses improve their products, positioning, offers, and marketing through deep customer intelligence. He created the Customer Created Framework, which uses insights from actual customers to uncover why they buy and what experience they want. His work includes developing a skateboard toy featuring Tony Hawk’s branding and co-creating licensed assessment software used by Fortune 500 companies. Bob also helps businesses identify valuable intellectual property and turn it into new revenue streams through licensing. Johann Nogueira...
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Bruce Borenstein is the Founder and CEO of OPN Sound, a company specializing in innovative open-ear audio technology. A veteran technology executive with over 40 years of leadership experience, he co-founded AfterShokz, now Shokz, helping pioneer the open-ear audio category and scale the company to tens of millions in sales. Bruce is a recipient of the Consumer Technology Association’s Innovation Entrepreneur Award and the author of Beyond the Startup: What Every Founder Needs to Know After Launch. He also advises emerging technology companies through PH Advisors, helping founders...
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Adi Klevit is the CEO of Business Success Consulting Group, where she helps businesses scale and grow by implementing efficient business infrastructure, processes, and systems. Their company is made up of experts who create, document, and implement processes and procedures for small- and medium-sized companies that want to scale or expand, or for those gearing up for transition. She is also the host of the Systems Simplified podcast and an international speaker. Adam Gelhausen is the Managing Partner of Palindrome LLP, a private investment firm that acquires established businesses...
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Karl Hughes is the CEO of The Podcast Consultant, a podcast production company that helps business and financial industry experts build authority and generate long-term value through audio and video content. He also serves as CEO of Rise25, where he helps B2B companies generate clients, referrals, and strategic partnerships through podcasts, and is the Founder of Draft.dev, a developer content agency he launched in 2020. Karl also hosts Retained Trust, a podcast featuring conversations with digital service entrepreneurs about building, scaling, and selling successful service agencies. In...
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Manoj Saxena is the Founder and CEO of Trustwise, an AI safety company focused on helping enterprises securely deploy and control agentic AI systems. A pioneer in responsible AI, he was the first General Manager of IBM Watson and is also the Founder and Executive Chairman of the Responsible AI Institute, a global nonprofit focused on advancing trustworthy and responsible AI. A serial entrepreneur and University of Texas at Austin lecturer, Manoj has founded two venture-backed software companies acquired by Commerce One and IBM and holds 34 software patents. In this episode… As AI evolves...
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Matt Watson is the Founder and CEO of Full Scale, an offshore software development company that helps U.S. companies build dedicated software engineering teams in the Philippines. A four-time tech founder and longtime CTO, he previously co-founded VinSolutions, an automotive software company that AutoTrader.com acquired in 2011, and later founded the developer-tools company Stackify. Matt brings more than 20 years of engineering and startup leadership experience to helping companies build and scale high-performing software teams. He is also the author of Product Driven and host of...
info_outlineAdi Klevit is the CEO of Business Success Consulting Group, where she helps businesses scale and grow by implementing efficient business infrastructure, processes, and systems. Their company is made up of experts who create, document, and implement processes and procedures for small- and medium-sized companies that want to scale or expand, or for those gearing up for transition. She is also the host of the Systems Simplified podcast and an international speaker.
Adam Gelhausen is the Managing Partner of Palindrome LLP, a private investment firm that acquires established businesses and focuses on long-term ownership, founder legacy, and company culture. He leads the firm’s portfolio management strategy and oversees the valuation and acquisition of new investment opportunities. Adam has more than 20 years of investment management experience, including senior analyst and portfolio management roles at Wellington Management. He earned a bachelor of science in business from Washington State University.
In this episode…
What does it take to unlock growth in an established business without losing the knowledge and culture that made it successful? When critical know-how lives in people’s heads and teams are accustomed to doing things the same way, how can leaders build systems that create lasting growth?
Adam Gelhausen, a seasoned investor focused on established businesses, believes sustainable growth starts with understanding how a company actually operates before making changes. He emphasizes learning directly from employees, developing focused 100-day plans, and aligning teams around transparent metrics and regularly updated dashboards. Adi Klevit, a business growth and process improvement expert, highlights the importance of capturing tacit knowledge — the unwritten habits, decisions, and expertise that often live in an owner’s or employee’s head — and turning it into documented, repeatable processes. Together, they show how operational discipline, collaborative leadership, and effective systems can overcome resistance to change, create owner independence, and make businesses more scalable and valuable.
In this episode of the Inspired Insider Podcast, host Dr. Jeremy Weisz sits down with Adam Gelhausen and Adi Klevit to discuss scaling established businesses through systems and operational excellence. They explore documenting tacit knowledge, implementing technology and KPIs, and gaining team buy-in for change. Adam and Adi also share practical approaches to operational improvement, process implementation, and building businesses that can grow without depending too heavily on individual people.