The Liquid Lunch Project
After decades of experience on Wall Street, in finance and building teams of all sizes in multiple industries, Matthew Meehan and Luigi Rosabianca have a world-class understanding of what it takes to scale (and fund) a successful business. They are here to share a No-BS approach to what is involved in growing an empire. A note before you go any further: This show is only for those who want to grow. Every episode of this podcast is going to lay out actionable advice for business owners and entrepreneurs who want to grow their business. We have fun here - but the fact remains that everything you want is on the other side of something difficult. This show will help you get to that other side.
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Blood, Sweat & Stem Cells: Scaling a Longevity Empire After the NFL
05/07/2025
Blood, Sweat & Stem Cells: Scaling a Longevity Empire After the NFL
What if your health routine mattered more than your hustle? Jimmy St. Louis traded shoulder pads for stem cells…and he’s building a business that could outlive us all. In this episode, Matt and Luigi sit down with Jimmy St. Louis (former NFL player, serial entrepreneur, and CEO of Agentis Longevity) to talk about the future of healthcare that doesn’t start in a waiting room. From biohacking to business strategy, Jimmy breaks down how he’s turning the longevity space into a movement; accessible, affordable, and built for people who actually live in the real world (no ice baths required). What we’re covering: Why true longevity starts with understanding your own damn body The difference between hormone therapy and doping (yes, there’s a line) What private equity actually looks like behind the scenes The “rest, recover, repeat” rule that applies to business and life How Jimmy grew a med-tech company from 9 to thousands of employees Biohacks that aren’t just for billionaires…or Brian Johnson wannabes Why his daughter is already smarter about EMFs than most adults Who is Jimmy? Jimmy St. Louis is a former Tennessee Titans tight end, U.S. National Rower, multi-exit entrepreneur, and current CEO of Agentis Longevity, a healthcare platform redefining how everyday people access elite-level health optimization. Favorite Quote: "If you add something new to your lifestyle, something else has to change." Take Action: Want to know what NFL grit, Wall Street brains, and regenerative medicine have in common? Tune in now to find out; this episode is a game-changer for anyone serious about playing the long game in business and health. Connect with Jimmy: Like what you heard? Don’t forget to subscribe, rate, and review! 🎧 Listen (or watch) The Liquid Lunch Project on all major platforms, including: 📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Available on Substack: Connect with us on Instagram: ➡️ ➡️ , ➡️
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How This CPA Turned Storage Sheds Into Tax-Free Wealth
04/30/2025
How This CPA Turned Storage Sheds Into Tax-Free Wealth
What if your biggest tax burden could be flipped into your greatest asset? In this episode, Matt and Luigi sit down with Sean Graham, a CPA turned real estate entrepreneur who’s turning self-storage and depreciation into a business superpower. Sean walks us through his journey from cubicle life to building a real estate empire…one shed at a time…and breaks down how cost segregation isn’t just tax strategy; it’s tax sorcery. You’ll learn how he used FHA and SBA loans to scale his real estate portfolio, why self-storage remains hot (even when interest rates don’t), and how small business owners can leverage tax tools most people have never even heard of. Episode Highlights: Why FHA loans are a perfect starter hack for young investors How Sean scaled from duplexes to commercial storage units using SBA loans What cost segregation actually is—and why it matters to small business owners Three ways to legally offset active income using real estate depreciation The "lazy 1031 exchange" explained How to avoid paying depreciation recapture When it makes sense to DIY cost seg (spoiler: it doesn’t) The wildest short-term rental project Sean ever worked on Sean’s tips for building scalable, remote-first real estate operations Favorite Quote: "The easiest entrance into entrepreneurship is through real estate. You don’t have to recreate the wheel." Who is Sean? Sean Graham is a licensed CPA, entrepreneur, and the founder of Maven Cost Seg, where he helps real estate investors legally reduce their tax liabilities through cost segregation studies. With a background in accounting and a passion for real estate, Sean has carved out a niche in self-storage and teaches others how to build wealth without begging Uncle Sam to take less. Take Action: Think you’re paying too much in taxes? You probably are. Hit play and find out how Sean’s strategies could save you five to six figures this year alone. Then head to for a free estimate and an exclusive discount for our listeners. Connect with Sean: Like what you heard? Don’t forget to subscribe, rate, and review! 🎧 Listen (or watch) The Liquid Lunch Project on all major platforms, including: 📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Available on Substack: Connect with us on Instagram: ➡️ ➡️ , ➡️
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CPA vs CFO: Are You Trusting the Wrong Financial Expert?
04/23/2025
CPA vs CFO: Are You Trusting the Wrong Financial Expert?
Think you're making money just because the bank account isn’t empty? Hate to break it to you…but that’s not how business works. In this episode of The Liquid Lunch Project, Matt and Luigi sit down with Teresa Wagonseller, founder of HigherUp CFO Services, to rip the lid off a big misconception: small businesses don’t need a CFO. Spoiler alert—they do. Teresa explains the difference between CPAs and CFOs (hint: one is stuck in the past, the other helps you build a future), breaks down what cash flow actually is (and why you probably suck at managing it), and gives real-world examples of turning hot messes into money-makers. Episode Highlights: CFOs focus on growth; CPAs focus on compliance—know the difference. You don’t need to be a Fortune 500 company to afford a CFO. Fractional CFOs give small biz owners expert support without breaking the bank. Cash flow problems? Look at who owes you, who you owe, and fix your damn terms. Contractors, SaaS founders, and even doctors are all flying blind without financial leadership. Stop “hiding profits” for tax purposes if you ever want to sell your business. Liquidity > Cash. Plan like a boss, not like you're dodging Uncle Sam. Favorite Quote: “The main difference between the two is a CPA is focused on the past… the CFO is focused on the future.” Who is Teresa? Teresa Wagonseller is a CPA-turned-fractional CFO who’s worked with everything from mom-and-pop shops to billion-dollar companies. Her firm, HigherUp CFO Services, helps business owners stop winging it with their money and start making strategic decisions that lead to growth, profit, and actual peace of mind. Take Action: If you’ve ever wondered where the hell your money is going, this episode is your wake-up call. Hit play. Then hit up a CFO. Connect With Teresa: Like what you heard? Don’t forget to subscribe, rate, and review! 🎧 Listen (or watch) The Liquid Lunch Project on all major platforms, including: 📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Available on Substack: Connect with us on Instagram: ➡️ ➡️ , ➡️
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Bourbon, Branding & The Business of Food with Alex Sadowsky
04/16/2025
Bourbon, Branding & The Business of Food with Alex Sadowsky
Ever wonder how a restaurant brand with over 120 locations keeps every burger, every plate, every pour consistently badass? Meet the man who makes it happen. In this episode of The Liquid Lunch Project, Matthew R. Meehan and Luigi Rosabianca sit down with Chef Alex Sadowsky, the culinary engine behind Twin Peaks. From preserving brand soul across hundreds of locations to balancing artistry and business, Chef Alex gets real about what it takes to succeed in the restaurant game. The guys dive into food trends, pandemic pivots, whiskey preferences, and what keeps Twin Peaks from turning into just another cookie-cutter chain. If you're a foodie, entrepreneur, or anyone who appreciates a damn good smash burger, don’t miss this one. Episode Highlights: How to scale quality across 120+ restaurants (Hint: Give a sh*t) Why regional flavors matter—and how they maintain consistency COVID-19 as a "springboard" to streamline and double the business Chef vs. Entrepreneur: Where artistry meets profitability Why the celebrity chef dream isn’t all it's cracked up to be Advice for young culinary grads entering a high-attrition industry The underrated job security in food service (robots can’t cook vibes) What Starbucks forgot—and how Twin Peaks avoids that fate Franchising vs. corporate ownership: Maintaining brand soul Whiskey > Tequila? Chef Alex makes his case Who is Alex? Chef Alex Sadowsky is the VP of Culinary Innovation at Twin Peaks, a publicly traded sports bar brand with 100+ locations across the U.S. and Mexico. With roots in fine dining and a passion for pragmatic scaling, Alex has mastered the balance between chef-driven creativity and operational excellence. Favorite Quote: “Robots cannot replace the human part of the restaurant. We'll always have some job security. Everybody's got to eat.” 🎧 Tune in to hear how a Culinary Institute grad rang the NASDAQ bell and built a food empire—without losing his edge. Connect With Alex: Twin Peaks Instagram: Alex Linkedin: Twin Peaks Linkedin: Twin Peaks Website: Like what you heard? Don’t forget to subscribe, rate, and review! 🎧 Listen (or watch) The Liquid Lunch Project on all major platforms, including: Our website: Apple Podcasts: Spotify: Audible: YouTube: @Credit_Banc 📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Available on Substack: Connect with us on Instagram: ➡️ ➡️ , ➡️
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Plan Like a Navy Commander, Win Like an Entrepreneur with Commander Mary Kelly
04/09/2025
Plan Like a Navy Commander, Win Like an Entrepreneur with Commander Mary Kelly
Feel like your business has you in a chokehold? Buried under relentless tasks and daily mayhem? Strategic planning isn’t just for corporate titans—it’s the hidden edge small business owners need to break free and take charge. In this episode of The Liquid Lunch Project, we’re joined by Dr. Commander Mary Kelly—U.S. Naval Academy grad, retired Navy commander, and author of 15 books—to reveal how you can stop firefighting and start leading with purpose. Mary shares battle-tested strategies to take back control, boost profitability, and build a business that works for you—not against you. From no-nonsense time management to crafting a strategic plan that fits on a napkin, this episode is your wake-up call to stop spinning your wheels and start driving success. What You’ll Learn: How to escape the small business overwhelm trap The surprising difference between revenue and real profits A simple, fluff-free way to create a strategic plan in one sitting Costly marketing and sales mistakes entrepreneurs can’t afford to ignore Military-inspired time management hacks every business owner needs Why keeping your business a secret makes you the “jerk” What it really means to take charge of your entrepreneurial destiny Favorite Quote: “Life is a finite number of unknown minutes and we do not have time to waste. We have to do the things that we were put on the planet to do.” Call to Action: Ready to stop working in your business and start working on it? Mary’s sharing her full business strategy vault—FREE for our listeners. Unlock it now at and kickstart your path to freedom. Connect with Mary Kelly: Email: Like what you heard? Don’t forget to subscribe, rate, and review! 🎧 Listen (or watch) The Liquid Lunch Project on all major platforms, including: Our website: Apple Podcasts: Spotify: Audible: YouTube: @Credit_Banc 📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Available on Substack: Connect with us on Instagram: ➡️ ➡️ , ➡️
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Crowdsourcing Genius: How to Ditch Bad Ideas and Win Big
04/02/2025
Crowdsourcing Genius: How to Ditch Bad Ideas and Win Big
What if the best idea for your business isn’t coming from your C-suite, but from the intern who barely speaks in meetings? In this episode of The Liquid Lunch Project, hosts Matthew R. Meehan and Luigi “The Professor” Rosabianca sit down with Nick Jain, CEO of IdeaScale, to talk about shaking up the way businesses innovate. Nick drops no-BS insights on how small businesses can harness the power of crowdsourcing ideas, why financial fluency is non-negotiable, and how poker skills can make you a better entrepreneur. Oh, and he’s got a free tool for you small business owners that’ll change how you brainstorm—stick around for that. Episode Highlights: IdeaScale 101: Learn how this “social network for ideas” lets businesses crowdsource game-changing ideas from employees, customers, and beyond. Real-World Win: A global restaurant chain used IdeaScale to crowdsource their next big menu item—and it wasn’t just a PR stunt. Big Company vs. Small Company Life: Nick spills the tea on why running a smaller company is like driving a speedboat—faster, riskier, and way more fun. Idea Meritocracy: Why the best ideas should win, not the loudest voice or the highest-paid suit. Financial Fluency: Nick explains why every entrepreneur needs to master financial statements—or risk driving blind. Poker and Business: How calculated risks at the poker table mirror smart business moves. Free Tool Alert: IdeaScale is free for businesses under 100 people—zero strings attached. Who is Nick? Nick Jain is the CEO of IdeaScale, a social network for ideas that helps businesses crowdsource innovation. A Harvard Business School grad and former Bain Capital hotshot, Nick’s now running a midsize software company while juggling fatherhood, a computer science degree, and fixing electrical outlets at his rental properties. Take Action: Want to stop chasing your tail and start innovating like a badass? Tune in to hear Nick Jain drop knowledge bombs that’ll make you rethink how you run your business. Plus, snag a free tool that’ll have your team’s best ideas bubbling up faster than a cold beer on a hot day. Listen now—you’ll thank us later. Favorite Quote: “If you can’t read financial statements, you have no idea how your business is doing. It’s like driving with covers on your windshield. You’d never do it.” Connect with Nick: X: LinkedIn: Website: Like what you heard? Don’t forget to subscribe, rate, and review! 🎧 Listen (or watch) The Liquid Lunch Project on all major platforms, including: Our website: Apple Podcasts: Spotify: Audible: YouTube: @Credit_Banc 📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Available on Substack: Connect with us on Instagram: ➡️ ➡️ , ➡️
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How to Sell Your Business for Millions (Without Paying Millions in Taxes)
03/26/2025
How to Sell Your Business for Millions (Without Paying Millions in Taxes)
Starting a business without an exit strategy? That’s like boarding a plane without knowing the destination. If you think selling your business is something you figure out ‘later,’ think again. This episode will change how you plan for the future. On this episode of The Liquid Lunch Project, we sit down with Wayne Zell—JD, CPA, tax expert, investment advisor, and the guy you wish was handling your financial future. Wayne breaks down the art of exit planning, why business owners should start thinking about their exit from day one, and how structuring your company correctly now can mean massive tax savings later. Whether you’re a startup founder, small business owner, or looking to acquire businesses yourself, this episode is packed with actionable insights that will help you secure your financial future. Episode Highlights: Why you should plan your business exit from the very beginning. How different business structures impact your ability to sell and minimize taxes. The power of Qualified Small Business Stock (QSBS) and how it can save you millions in taxes. Why a solid management team is key to transferable business value. The role of earnouts, reps & warranties insurance, and negotiation tactics in exit deals. How ESOPs can help with employee retention and tax efficiency—but why they aren’t for everyone. The biggest mistakes business owners make when trying to sell their company. Who is Wayne? Wayne Zell is a seasoned attorney, CPA, and tax strategist specializing in business exit planning, estate planning, and tax law. With decades of experience, Wayne has helped countless entrepreneurs structure their businesses for growth, profitability, and—most importantly—a successful exit. He is also the author of Your Multi-Million Dollar Exit, a must-read for business owners thinking about the long game. Why Listen? If you’re building a business with no clear exit plan, you’re already behind. Tune in now and start planning your financial future. And if you want to go deeper, grab Wayne’s book Your Multi-Million Dollar Exit and check out his content at Favorite Quote: "Your business is only worth what someone is actually willing to pay for it" Connect with Wayne: Website: Youtube: Linkedin: Facebook: Apple Podcast: Instagram: Like what you heard? Don’t forget to subscribe, rate, and review! 🎧 Listen (or watch) The Liquid Lunch Project on all major platforms, including: Our website: Apple Podcasts: Spotify: Audible: YouTube: Credit_Banc 📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Available on Substack: Connect with us on Instagram: ➡️ ➡️ , ➡️
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Stop Being the Bottleneck: How to Fix Your Business Before It Breaks You
03/19/2025
Stop Being the Bottleneck: How to Fix Your Business Before It Breaks You
Every business owner hits a wall: too much to do, too little time, and a never-ending cycle of putting out fires. The real question is: are you optimizing, or just surviving? In this episode, we sit down with Joshua Hoecherl, CEO of Pinpoint Management, to talk about operational excellence and how business owners can streamline their processes for sustainable growth. Josh breaks down the common pitfalls of small businesses, why so many owners get stuck as the bottleneck in their own companies, and how to shift from micromanaging to empowering your team. If you’ve ever felt like you’re drowning in daily tasks, this one’s for you. Episode Highlights: The first step to fixing inefficiencies? Slow down. Take a step back and evaluate your business objectively. Most business owners unintentionally build systems around themselves, making them the bottleneck in their own company. Leadership starts at the top—if you want a better company culture, it begins with you. "Figure It The F*** Out" (FITFO) mentality: how to empower your team to take ownership instead of relying on you for every decision. The biggest problems business owners complain about? Bad employees and lack of customers; turns out, they’re often the same problem. Why most businesses aren’t ready for an exit—and how operational efficiency is the key to both scaling and selling. Who is Joshua? Joshua Hoecherl is the CEO of Pinpoint Management, specializing in helping businesses identify inefficiencies, implement smarter systems, and create scalable growth. With years of experience in consulting, Josh knows that the key to success isn’t working harder—it’s working smarter. Why Listen? Want to stop being the bottleneck in your business? Tune in to this episode and learn how to build a business that runs smoothly without you being in the middle of everything. Favorite Quote: “The power of a business owner is not being a Superman. The powerful business owner is being able to say FITFO. How do I empower them to be the best version of themselves?” Connect with Joshua: Like what you heard? Don’t forget to subscribe, rate, and review! 🎧 Listen (or watch) The Liquid Lunch Project on all major platforms, including: Our website: Apple Podcasts: Spotify: Audible: YouTube: 📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Available on Substack: Connect with us on Instagram: ➡️ ➡️ , ➡️
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200 Episodes, 200 Lessons: What Every Entrepreneur Needs to Hear
03/12/2025
200 Episodes, 200 Lessons: What Every Entrepreneur Needs to Hear
🍾 Pop the champagne, pour the tequila, and cut the damn cake; we’ve officially hit 200 episodes of The Liquid Lunch Project! For the past 200 episodes, we’ve been bringing small business owners and entrepreneurs real, no-BS conversations about what it actually takes to grow and scale. No fluff, no guru nonsense…just straight talk from the trenches. To mark this milestone, we brought back Blaine Oelkers, Chief Results Officer®, to tackle one of the biggest challenges business owners face: getting the hell out of their own way. If you’ve been grinding 24/7 but still feel stuck, Blaine’s got some gold nuggets on overcoming overwhelm, delegating like a boss, and actually making progress instead of just spinning your wheels. Oh, and there’s cake. Because, obviously. What’s Inside This Episode? Why most business owners aren’t running a business… they’re just overpaid employees The “Day Before Vacation” productivity hack that will 10x your output Why delegation is the secret to scaling (and why most people suck at it) How to set big goals without setting yourself up for failure Did we mention cake? Because there’s cake. Meet Our Guest: Blaine Oelkers Blaine is the world’s first Chief Results Officer®, a productivity expert, and the guy who helps business owners stop drowning in to-do lists and start actually getting sh*t done. Whether it’s through coaching, speaking, or his signature productivity hacks, he’s all about helping entrepreneurs get results—not excuses. 200 Episodes Down – Now What? We’re just getting started. If you’ve been rocking with us since Episode 1, thank you. If you’re new here, welcome to the party—grab a drink and hit play. Like what you heard? Don’t forget to subscribe, rate, and review! 🎧 Listen (or watch) The Liquid Lunch Project on all major platforms, including: Our website: Apple Podcasts: Spotify: Audible: YouTube: 📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Available on Substack: Connect with us on Instagram: ➡️ ➡️ , ➡️
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How This Company Stopped Killing Its Employees (Literally)
03/10/2025
How This Company Stopped Killing Its Employees (Literally)
What if the key to scaling your business isn't a new strategy but rewiring how your team thinks and operates? In this episode of The Liquid Lunch Project, Matt and Luigi sit down with Steven Falk, CEO of Switchback, a game-changing leadership and team-building organization. Steven shares his radical approach to developing resilient, high-performing teams by leveraging the science of metacognition and human behavior. From logging camps in British Columbia to corporate boardrooms, his method has transformed workplaces, reduced injuries, and built stronger, more effective teams. Get ready for insights that will shift how you think about leadership, team dynamics, and even your own personal growth. Who is Steven? Steven Falk is the founder and CEO of Switchback, a leadership training and team-building company that specializes in transforming how teams function under pressure. With a background in family therapy, Steven has pioneered an approach that taps into the power of self-awareness, decision-making, and behavioral psychology to create lasting change in organizations. His work has saved lives in high-risk industries and improved team cohesion across North America and beyond. Episode Highlights: The difference between front-brain and back-brain decision-making How unresolved personal experiences impact leadership and team dynamics Why every leader should develop ‘metacognition’ to improve decision-making A real-world case study: how a logging company went from 16.5 medical incident reports per year to 0.4 using Switchback’s methodology The power of vulnerability in team-building and why it creates lasting change Practical steps to implement a high-performance mindset in your business If you want to unlock the hidden potential of your team and revolutionize how they work together, tune in now! Favorite Quote: “One lost sheep can ruin a business. Fixing that dynamic can save it.” Connect with Steven: Like what you heard? Don’t forget to subscribe, rate, and review! 🎧 Listen (or watch) The Liquid Lunch Project on all major platforms, including: Our website: Apple Podcasts: Spotify: Audible: YouTube: 📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Available on Substack: Connect with us on Instagram: ➡️ ➡️ , ➡️
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The Government’s Best Kept Secret? Free Money.
03/03/2025
The Government’s Best Kept Secret? Free Money.
Think grants are just for big corporations or nonprofits? Think again. Nearly 40% of the U.S. economy is designed to give away money—but most small business owners have no idea how to access it. In this episode, we’re diving deep into free money for small businesses with the legendary Matthew Lesko—yes, the guy in the question mark suit who’s been uncovering government grants for 50 years. He breaks down exactly where business owners can find grants, free resources, and funding opportunities without falling into Google’s money traps. If you’ve ever wondered how billionaires get handouts while small businesses struggle, this episode is a must-listen. Who is Matthew? Matthew Lesko has spent five decades researching and exposing the government’s hidden funding opportunities. He’s been a best-selling author, TV personality, and now runs a thriving online community helping everyday people find grants, funding, and free resources. Episode Highlights: 40% of the economy is designed to give away money—but you won’t find it on Google. The SBA and local assistance programs should be your first stop, not loan sharks. Most government programs aren’t even advertised—because they don’t have a marketing budget. Economic development zones & state incentives can literally pay you to move your business. Grants are nice, but government contracts are where the real money is. If you want to stop missing out on free money for your business, hit play now. And if you loved this episode, share it with a fellow entrepreneur who needs to hear it. Favorite Quote: “40% of our economy is designed to GIVE AWAY money—but nobody teaches you how to get it." Links & Resources: SBA Local Assistance: Economic Development Centers: Nonprofit Help: Lesko’s Community: Connect with Matthew: Website: Instagram: Youtube: X: 👉 Like this episode? Share it, subscribe, and leave a review! Like what you heard? Don’t forget to subscribe, rate, and review! 🎧 Listen (or watch) The Liquid Lunch Project on all major platforms, including: Our website: Apple Podcasts: Spotify: Audible: YouTube: 📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Available on Substack: Connect with us on Instagram: ➡️ ➡️ , ➡️
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Retail Isn’t Dead—It’s Just Evolving (And Here’s Why)
02/24/2025
Retail Isn’t Dead—It’s Just Evolving (And Here’s Why)
Amazon killed retail, right? Wrong. The survivors are thriving—and the deals are on the clearance rack. Want to know how to cash in? Retail is far from dead—it’s just been reshaped by Amazon, COVID-19, and shifting consumer behaviors. In this episode, we sit down with Andy Weiner, President of Rockstep Capital, to break down the reality of retail in America today. From how shopping centers are thriving in secondary markets to why some malls are prime investment opportunities, Andy shares his no-nonsense take on the state of retail, real estate investing, and how local communities can reclaim abandoned malls and turn them into economic powerhouses. If you’re an investor, entrepreneur, or just someone curious about what’s next for retail, this one’s for you. Who is Andy? Andy Weiner is the President of Rockstep Capital, a real estate investment company specializing in shopping centers in secondary and tertiary markets. With deep retail experience and a sharp eye for viable investment opportunities, Andy’s mission is to revitalize communities and breathe new life into once-forgotten retail spaces. Episode Highlights: Why retail is far from dead and which brands are dominating The real reason some shopping centers are booming while others fail How investors are making big money off ‘dead malls’ The key to revitalizing local economies through smart retail investments The Rockstep method—and how community involvement leads to success Favorite Quote: “There's 50 billion dollars of insolvent debt underlying these malls, and you can buy them at cents on the dollar. They’re on the clearance rack.” Connect with Andy Weiner & Rockstep Capital: 🌎 Website: https://www.rockstep.com 📧 Email: [email protected] 📞 Phone: 832-816-4666 🔗 Linkedin: 📖Facebook: 👉 Like this episode? Share it, subscribe, and leave a review! Like what you heard? Don’t forget to subscribe, rate, and review! 🎧 Listen (or watch) The Liquid Lunch Project on all major platforms, including: Our website: Apple Podcasts: Spotify: Audible: YouTube: 📧 Want even more? Subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Available on Substack: Connect with us on Instagram: ➡️ ➡️ , ➡️
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How Kari Warberg Block Took on Big Pest Control
02/17/2025
How Kari Warberg Block Took on Big Pest Control
What if the solution to your pest problem didn’t involve poison? Most people see pests and reach for the nearest can of Raid. Kari Warberg Block saw pests and built a multi-million dollar company. In this episode, we sit down with the founder of EarthKind, the trailblazing brand that disrupted the pest control industry with all-natural botanical solutions. Kari shares her wild journey from a mouse running up her leg (literally) to going toe-to-toe with Procter & Gamble. We cover everything from her struggles getting retailers on board to dealing with industry pushback, lawsuits, and regulatory nightmares. And, of course, we talk about what it takes to scale a business while staying true to your mission. Episode Highlights: The disgusting moment that launched EarthKind (00:57) Why 98% of pest control products were toxic before EarthKind (02:00) How Kari’s background in farming helped her discover a groundbreaking solution (06:53) The brutal early days—why no one believed in her idea (07:48) Taking on Procter & Gamble and other industry giants (32:11) How Gary Vaynerchuk’s business strategies helped her scale (27:46) Why transitioning from CEO to Chairman is way harder than it looks (36:55) The insane licensing and regulatory hoops she had to jump through (12:16) Who is Kari Warberg Block? Kari is the founder and CEO of EarthKind, a company that revolutionized pest control with plant-based, non-toxic solutions. She’s an award-winning entrepreneur, an inventor, and a straight-up force of nature when it comes to challenging industry norms. Why Listen? This episode is a masterclass in entrepreneurial resilience, industry disruption, and scaling a business against all odds. If you’ve ever felt like the underdog in your industry, Kari’s story will make you believe in the power of persistence, creativity, and a little bit of rebellion. Listen now and find out why Procter & Gamble should be locking their side doors. Favorite Quote: “When you're a disrupter, you have to walk in the side door, you have to walk in the back door, and it has to happen before they know they've even lost the house.” Connect with Kari: Stay Connected: Connect with Matt and Luigi on Instagram: ➡️➡️ , ➡️➡️. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don’t forget to subscribe, rate, and review.
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Are You Hiring Blind? How Clarity Transforms Your Workforce
02/10/2025
Are You Hiring Blind? How Clarity Transforms Your Workforce
Are your employees simply checking boxes, or are they driving your business forward? In this episode, we sit down with Scott Morris, founder and CEO of Propulsion AI, to discuss how AI-driven tools can transform your hiring process, eliminate wasted time, and help you find the right people for the right roles. From his early days in HR to leaving corporate America to solve the "employee fit" problem, Scott shares valuable insights on how small business owners can save time, money, and sanity when building their teams. Episode Highlights: The shocking cost of disengaged employees and how clarity in hiring solves it. Why employee fit matters more than resumes and technical qualifications. How Propulsion AI turns hours of work into minutes for HR teams and managers. A real-world example of how a VP at Albertsons streamlined their hiring process. Scott’s lessons from the LAPD and how belief fuels small business success. Why embracing technology is critical for HR leaders in a changing world. Who is Scott? Scott Morris is the founder and CEO of Propulsion AI, a cutting-edge platform revolutionizing talent management. With over 25 years of experience in HR, Scott has worked with organizations of all sizes, helping them streamline hiring processes and improve employee engagement. A former police officer, Scott’s unique journey has shaped his approach to solving complex business challenges. Ready to stop wasting time and start hiring smarter? Check out Propulsion AI at for a free trial. Favorite Quote: "AI won’t replace jobs, but those who embrace it will outpace those who don’t." Connect with Scott: Stay Connected: Connect with Matt and Luigi on Instagram: ➡️➡️ , ➡️➡️. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don’t forget to subscribe, rate, and review.
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How to Sell Your Business for What It’s Really Worth
02/03/2025
How to Sell Your Business for What It’s Really Worth
Are You Building a Business or a Trap You Can’t Escape? On this episode of The Liquid Lunch Project, hosts Matthew R. Meehan and Luigi Rosabianca sit down with Darryl Bates-Brownsword, a seasoned expert in business valuation and exit strategies. Together, they dive into the complexities of valuing a business, the importance of having a clear exit vision, and the common mistakes business owners make when preparing to sell. Darryl shares actionable insights on how to make your business sellable and why timing, vision, and intangible assets are critical to a successful exit. Episode Highlights: Every business owner has unique goals for exiting their business—know yours. Business valuations must align with reality, not fantasy; intangible assets often hold the most value. Timing matters: sell when you can, not when you have to. A clear vision for life after your exit is as important as your strategy to get there. Overvaluing your business and being too involved in its operations are common pitfalls. Younger entrepreneurs are leading the charge in building businesses with exits in mind. Employee ownership and trusts can be viable exit strategies—but only if properly planned. Surrounding yourself with a skilled team, from advisors to tax experts, is essential for a successful sale. Shifting from profit growth to asset growth is critical for maximizing valuation. Who is Darryl? Darryl is the head of Succession Plus in the UK, a global leader in exit planning and business strategy. With years of experience guiding entrepreneurs through the maze of business exits, he’s the expert you want in your corner when it’s time to turn your business into a legacy—or your next big opportunity. Thinking about selling your business someday? Start preparing now to ensure you exit on your terms. Tune in to hear Darryl’s expert advice and make your business exit-ready today! Favorite Quote: “You've done a great job at building a business, but selling a business is totally different. It's going to be the biggest payday of your life…or it's going to feel like a messy divorce.” Connect with Darryl: Stay Connected: Connect with Matt and Luigi on Instagram: ➡️ ➡️ , ➡️ ➡️. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don’t forget to subscribe, rate, and review.
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How Entrepreneurs Can Build Wealth Beyond Their Business
01/27/2025
How Entrepreneurs Can Build Wealth Beyond Their Business
Are you running your business, or is your business running you? Learn how the ultra-wealthy build multi-generational wealth—and why you can too. In this episode of The Liquid Lunch Project, Matthew R. Meehan and Luigi Rosabianca sit down with Dave Wolcott, founder of Pantheon Investments and author of The Holistic Wealth Strategy. Dave shares his journey from Marine Corps veteran to financial pioneer and offers a comprehensive playbook for small business owners to build wealth like the top 1%. Learn about alternative investments, tax-saving strategies, and the mindset shifts entrepreneurs need to create true financial freedom. Episode Highlights: Dave’s journey from a middle-class upbringing to founding Pantheon Investments. How triplets inspired a quest to rethink traditional financial advice. Why small business owners should prioritize tax efficiency and diversification. The power of oil and gas investments, infinite banking, and real estate syndications. How Pantheon’s Virtual Family Office helps entrepreneurs simplify and scale their wealth strategy. The launch of WealthOS: An operating system for managing your wealth like a pro. Who is Dave? Dave Wolcott is the founder of Pantheon Investments, a firm dedicated to helping entrepreneurs and small business owners achieve financial freedom through alternative investment strategies. A Marine Corps veteran and seasoned entrepreneur, Dave is passionate about empowering others with the tools and frameworks to grow and sustain wealth. Notable quote: “It all starts with mindset. Money is just energy, and it’s all about creating freedom in our lives.” - Dave Wolcott Don’t just dream about financial freedom—start building it. Tune in now and download your FREE copy of The Holistic Wealth Strategy at . Connect with Dave: Stay Connected: Connect with Matt and Luigi on Instagram: ➡️➡️ , ➡️➡️. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don’t forget to subscribe, rate, and review.
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Close the Deal: The Art of Selling Emotion Over Products
01/20/2025
Close the Deal: The Art of Selling Emotion Over Products
What makes people buy? Hint: It's not the product—it's the emotion behind it. In this episode of The Liquid Lunch Project, we sit down with sales and differentiation expert Mitch Carson, who shares his journey from paperboy to a Home Shopping Network top seller. Mitch dives into the art of selling, leveraging emotional connections, and creating a competitive edge in any market. Whether you’re pitching to one person or five million, Mitch’s strategies are a game-changer for small business owners looking to stand out and scale up. Episode Highlights: Selling Emotion, Not Products: Why the emotional payoff matters more than product features. From Paperboy to Pro: Mitch’s journey of leveraging efficiency and scaling his sales strategies. One-to-Many Selling: Lessons from pitching to millions on live TV. The Power of Differentiation: How to avoid being a commodity in a crowded market. Media Matters: Why podcasting and publicity are essential for business credibility. Takeaway Tactics: Real-life applications of selling techniques for small business owners. Who is Mitch? Mitch Carson is a seasoned sales expert with decades of experience in direct response, public speaking, and live television sales. From his time on the Home Shopping Network to speaking at the O2 Arena, Mitch has mastered the art of selling to diverse audiences. He now helps business owners differentiate themselves and build authority through media and publicity. Ready to unlock the secrets to becoming unforgettable in your industry? Tune in now and learn how to create the ultimate wow factor that keeps customers coming back. Favorite Quote: “Features tell, benefits sell. So whatever product or service it is, it's the benefit.” Connect with Mitch: Stay Connected: Connect with Matt and Luigi on Instagram: ➡️➡️ , ➡️➡️. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don’t forget to subscribe, rate, and review.
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New Year, New Space: How Your Environment Shapes Your Success
01/13/2025
New Year, New Space: How Your Environment Shapes Your Success
It’s a new year—a chance to reset, refresh, and rethink the spaces where you live and work. What if your surroundings could be the key to a more productive, inspired, and successful you? This week, we’re kicking off 2024 with Jodi Peterman, CEO of Elizabeth Erin Designs and host of the Designing in 5D podcast. Jodi breaks down interior design myths, explains why budgets always go off the rails, and reveals how intentional design can transform your home and office for the better. Who is Jodi? Jodi Peterman is the powerhouse behind Elizabeth Erin Designs, a firm that blends style and function to create customized spaces. With years of experience and a passion for innovative design, Jodi has tackled projects ranging from intimate homes to nationwide commercial properties. Episode Highlights Why Budgets Always Fail: The hidden traps of allowances and how to avoid them. Design Trends: Why greens and blues are the colors of the year. Functional Design: How your office setup impacts your productivity. Business Lessons from Design: Navigating supply chain chaos during COVID. Livable Luxury: Balancing beauty and practicality in every space. The EED Process: Jodi’s method for stress-free interior design. Start the year off right—listen now to discover how smart design can elevate your space, boost your focus, and set the tone for a successful 2025. Favorite Quote: We’ve become little worker-bee ants, and that’s why thoughtful design is so important—it’s what makes your space uniquely yours. Connect with Jodi: Stay Connected: Connect with Matt and Luigi on Instagram: ➡️➡️ , ➡️➡️. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don’t forget to subscribe, rate, and review.
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Exit Right: Planning Your Business Sale Without Losing Value
01/06/2025
Exit Right: Planning Your Business Sale Without Losing Value
Think M&A is just for billion-dollar deals? Think again. Your local landscaper might be the next acquisition success story. In this episode of The Liquid Lunch Project, Matthew and Luigi sit down with Scott Bushkie, CEO and Founder of Cornerstone Business Services. They dive into the world of small business mergers and acquisitions (M&A), breaking down how small and medium businesses can leverage the same strategies used by Fortune 500 giants. From avoiding the pitfalls of "one-more-year-itis" to understanding how to scale through acquisitions, this episode is packed with practical advice and real-world examples tailored to business owners. Who is Scott? Scott Bushkie is a leading M&A advisor and the CEO of Cornerstone Business Services. With over 23 years of experience, Scott has guided countless business owners through the complexities of selling and acquiring businesses. He's also the author of Finish Strong: Sell Your Business on Your Terms and a recognized expert in the art of creating value through strategic exits. Here’s what we’re covering: Why small business M&A is booming, and what that means for you. The top three mistakes small business owners make when preparing to sell. Scott’s step-by-step guide to maximizing business value before a sale. The emotional side of selling: how to separate your identity from your business. Real-life success stories and cautionary tales from the M&A world. Why you shouldn’t wait until burnout to consider selling your business. Ready to take the next step in your business journey? Tune in now and learn how to navigate the world of M&A like a pro. Favorite Quote: “Most business owners don't know what they don't know. They only go through this process once. If they do it right, things can be really good for them…unfortunately, so many of them do it wrong.” Connect with Scott: Stay Connected: Connect with Matt and Luigi on Instagram: ➡️➡️ , ➡️➡️. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don’t forget to subscribe, rate, and review.
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Surviving IRS Notices: Strategies for Small Business Owners
12/30/2024
Surviving IRS Notices: Strategies for Small Business Owners
What’s scarier than Halloween? Those three little words: Internal Revenue Service. But guess what? You’ve got more power than you think. In this episode of The Liquid Lunch Project, we sit down with Morgan Anderson, founder and CEO of Golden Lion Tax Solutions, to dive into the nitty-gritty of handling tax debt. Morgan shares her expertise on why small business owners shouldn’t fear the IRS, the common “oopsies” that lead to tax trouble, and actionable strategies to turn a financial nightmare into a manageable plan. Whether you owe $2,000 or $200,000, this episode will show you there’s always a solution. Morgan Anderson, known as “The IRS Whisperer,” has spent 25 years helping small business owners navigate the complex labyrinth of tax debt and audits. Combining her love of numbers, law, and problem-solving, she guides clients through their most challenging financial dilemmas. She’s also the author of Tax Debt Rule Number One: There’s Always a Solution. Key Highlights: Understanding IRS Notices: Why opening that scary envelope is step one to regaining control. Levels of Tax Trouble: The difference between “baby problems” and “monster problems.” Tips for Staying Compliant: Morgan’s advice on making estimated payments easy to manage. Negotiating with the IRS: From uncollectible status to settlements, learn what’s possible. Why Bookkeepers Are Gold: How a trusted financial team can save you from costly mistakes. Real-Life Success Stories: How Morgan helped a client settle $180,000 in tax debt for just $4,800. If the IRS is keeping you up at night, don’t miss this episode! Morgan’s actionable tips and insider knowledge could be the key to saving your business. Tune in now to take back control of your finances. Favorite Quote: “Align yourself with a great bookkeeper and tax professional, and bring those people into your inner circle. Think of them as your priest; confess everything to them.” Connect with Morgan: Stay Connected: Connect with Matt and Luigi on Instagram: ➡️➡️ , ➡️➡️. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don’t forget to subscribe, rate, and review.
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Building a Better Workplace: How Inclusivity Fuels Growth at Aspiritech
12/23/2024
Building a Better Workplace: How Inclusivity Fuels Growth at Aspiritech
What if kindness could be your business's ultimate growth hack? In this episode of The Liquid Lunch Project, we sit down with Tara May, CEO of Aspiritech, to discuss how embracing neurodiversity in the workplace isn’t just the right thing to do—it’s a game changer for innovation, growth, and culture. Tara shares her journey from traditional corporate environments to leading a tech company where 93% of the staff is autistic. Along the way, she highlights actionable strategies for creating inclusive workplaces and the profound ROI of kindness. About the Guest: Tara May is the CEO of Aspiritech, a tech services company on a mission to provide meaningful employment for neurodivergent individuals, with a special focus on autistic adults. Tara’s insights are deeply personal, drawing from her own journey as a mom to a neurodivergent son and her passion for redefining what an inclusive workplace looks like. Episode Highlights: Defining Neurodiversity: What it means and why it matters in modern workplaces. The ROI of Kindness: How Aspiritech increased revenue by 46% through compassionate leadership. Supporting Neurodivergent Employees: Practical strategies for leaders and managers. The Academy: Aspiritech’s groundbreaking training program for autistic job seekers. Tara’s Personal Journey: How her son inspired her to champion neurodiversity. Actionable Resources: Tips and tools for supporting neurodivergent team members. Ready to unlock the full potential of your team and redefine workplace culture? Tune in to hear Tara’s inspiring story and actionable insights that could transform your business. Favorite Quote: “You will see your organization benefit and thrive if you think about your team members as humans with needs and you figure out how to support them. I promise you.” Connect with Tara: Stay Connected: Connect with Matt and Luigi on Instagram: ➡️➡️ , ➡️➡️. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don’t forget to subscribe, rate, and review.
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From Navy to Hospitality: Clinton Ramsden's Journey in Boutique Hotels
12/16/2024
From Navy to Hospitality: Clinton Ramsden's Journey in Boutique Hotels
What does a Naval Academy graduate and helicopter pilot know about luxury boutique hotels? Turns out–a lot. In this episode of The Liquid Lunch Project, Matt and Luigi sit down with Clinton Ramsden, co-founder and principal of Severn Grove Hospitality Group. Clinton shares his journey from flying helicopters in the Navy to managing a portfolio of boutique hotels in Annapolis, Maryland. They discuss the transition from residential real estate to commercial hospitality, the challenges of development in historic districts, and why authenticity is key for success in boutique hotels. Episode Highlights: From Helmets to Hospitality: Clinton's journey from the Navy to real estate and eventually boutique hotels. Why Annapolis? The unique opportunities and challenges of developing in a historic district. Lessons from the Navy: How military discipline and problem-solving translate to entrepreneurship. Boutique Hotel Boom: Why small-scale, luxury hospitality is resonating with modern travelers. Scaling Smartly: The importance of understanding local jurisdictions before expanding. Ready to be inspired by a story of transformation, resilience, and entrepreneurial grit? Hit play to discover how Clinton is redefining hospitality, one boutique hotel at a time. Favorite Quote: “I think natural tension is actually indicative of a very high-performing organization. [Being] overly comfortable…would indicate an organization that stopped trying to become a better version of itself.” Connect with Clinton: Stay Connected: Connect with Matt and Luigi on Instagram: Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. https://theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don’t forget to subscribe, rate, and review.
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You Gotta Have Balls: The Secrets Behind Building a Sports Collectibles Empire
12/09/2024
You Gotta Have Balls: The Secrets Behind Building a Sports Collectibles Empire
How do you turn a childhood paper route into a multi-million-dollar empire? And what do bagels and sports memorabilia have in common? In this episode,we sit down with Brandon Steiner, the pioneer who redefined the sports memorabilia industry. From creating the Everything Bagel to striking groundbreaking deals with the Yankees, Brandon shares his journey of growth, grit, and game-changing moments. Whether you're a business owner, sports fan, or someone in need of inspiration, this episode has something for everyone. About the Guest: Brandon Steiner is the founder of Steiner Sports and Collectible Exchange, a visionary entrepreneur, and author of You Gotta Have Balls. With decades of experience marketing athletes and memorabilia, he’s revolutionized the sports collectibles market while emphasizing growth, empathy, and innovation. Episode Highlights: Brandon’s unconventional journey from delivering newspapers to creating the Everything Bagel. Redefining sports memorabilia with deals like the Yankees’ old stadium and Mark Messier’s collectibles. Why empathy and putting your customers first are non-negotiables in business. The importance of perpetual growth: "What else? What’s next?" A candid take on selling your business and the hard truths behind private equity partnerships. Brandon’s advice to entrepreneurs: Own your mistakes, solve problems, and always think ahead. Don’t miss this deep dive into the mindset of a true game-changer. Favorite Quote: “I always say, don't run away from your problems, run to them…And when you screw up, own up, man up, fix it, and get it right.” Connect with Brandon: Stay Connected: Connect with Matt and Luigi on Instagram: Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don’t forget to subscribe, rate, and review.
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Planning for Tomorrow: Making Retirement Benefits Work for You
12/02/2024
Planning for Tomorrow: Making Retirement Benefits Work for You
Are your employees’ financial futures secure? If not, here’s what might be missing from your business game plan. In this episode of The Liquid Lunch Project Podcast, we sit down with Courtenay Shipley, founder of Retirement Planology. She’s not just redefining how businesses handle retirement; she’s making it accessible, understandable, and essential for companies looking to retain talent and provide meaningful benefits. Courtenay breaks down how strategic retirement planning impacts recruitment, retention, and a company’s bottom line—all while making the topic engaging and digestible. Episode Highlights: Why retirement planning is essential for employee retention and business success “Retirement Planology” – what it means and why branding matters Creative benefits that go beyond traditional retirement plans The reality of Social Security and why it’s not enough Options for different business sizes: Solo 401(k)s, Simple IRAs, and more How Courtenay pivoted from a music major to a top expert in retirement planning Want to keep your top talent happy and loyal? Learn how strategic retirement planning can be a game-changer for your business. Favorite Quote: “Social security - I also call it social insecurity - is usually between 20 to 40 percent of somebody's working income…That's a really good, solid basis. But we need to build on top of it.” Connect with Courtenay: Stay Connected: Connect with Matt and Luigi on Instagram: Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don’t forget to subscribe, rate, and review.
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Insider Stories of Business Acquisitions with Jeff Villwock
11/25/2024
Insider Stories of Business Acquisitions with Jeff Villwock
In this episode of The Liquid Lunch Project, we sit down with Jeff Villwock, aka the "Acquisitions Professor." Jeff shares incredible stories from his decades-long career in investment banking and acquisitions, detailing everything from the 2008 financial crises to navigating COVID-19 as he helped businesses grow and survive. If you're serious about buying or selling a business, Jeff’s insights on navigating the real risks, learning from failures, and managing complex deals are pure gold. Who is Jeff? Jeff Villwock is a seasoned M&A expert with a wealth of experience in hospital group acquisitions, investment banking, and business growth strategies. Known for his sharp, no-BS approach, Jeff now dedicates his expertise to helping individuals and businesses thrive through acquisitions. Episode Highlights: The surprising twists of acquisitions during the 2008 financial crisis and COVID-19 Why diligence, grit, and adaptability are essential in high-stakes deals Insider tactics to reduce costs and maximize profits in business operations The importance of having the right “why” before buying a business Tips for sellers on getting businesses ready for sale Tune in to learn the real story behind successful acquisitions and what it takes to be prepared for anything that comes your way. Favorite Quote: “If you can get the person to understand why they want to buy a business, what do they bring to the table, then you can start… talking about which sector might look good.” Connect with Jeff: Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don’t forget to subscribe, rate, and review.
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Crisis-Proof Your Business: Tips from PR Expert John P. David
11/18/2024
Crisis-Proof Your Business: Tips from PR Expert John P. David
Ever wonder how your business would hold up under public scrutiny? In today’s episode, we dive into the world of reputation management—what to do when a PR crisis hits and why it’s crucial for every business owner to be prepared. John P. David, founder and CEO of David PR Group, joins The Liquid Lunch Project to discuss the ins and outs of managing a business's public image. From handling bad reviews to tackling major reputational crises, John shares his expert advice on preventing minor issues from snowballing into full-blown disasters. This episode covers the tools and strategies every small business needs to protect its reputation in an age where one viral post can make or break a brand. Here’s what we’re covering: What qualifies as a “crisis” and why it's subjective Steps every business should take to be crisis-ready The role of media policy in protecting company reputation Why some reviews should be left alone—and when to fight back Case studies of major brands and their crisis management hits and misses How the “camera in every pocket” culture has changed PR strategy Who is John? John P. David is a public relations expert specializing in reputation management. With decades of experience and a published author on the topic, John has become a go-to for businesses looking to handle sensitive public relations issues. His book, How to Protect or Destroy Your Reputation Online, delves into techniques for maintaining a positive online image. Ready to bulletproof your business's reputation? Tune in now to learn how a proactive approach to PR can save you in a crisis. Favorite Quote: “The best defense when it comes to review sites is offense. Talk to your existing customers and have them write reviews for you.” Connect with John: Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don’t forget to subscribe, rate, and review.
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Why Wall Street is Eyeing Your Local Plumber: Jordan Wagner on Main Street’s Boom
11/11/2024
Why Wall Street is Eyeing Your Local Plumber: Jordan Wagner on Main Street’s Boom
Mom-and-pop shops are the new darlings of Wall Street. But why are hedge funds suddenly interested in your local HVAC company? Let’s break it down. In this episode, we sit down with Jordan Wagner, one of the founders and principals of The Exit Group, to explore why Main Street businesses are becoming more attractive to Wall Street. From private equity’s growing interest in smaller, essential service businesses to why baby boomers are cashing in on decades of hard work, Jordan provides insights into the mechanics of these deals and how small business owners can position themselves for a profitable exit. Whether you’re running a plumbing company or thinking about your next business move, this episode sheds light on why “boring” businesses are suddenly a hot commodity. Episode Takeaways: Why essential, “boring” businesses like HVAC and plumbing are now attractive to private equity. How generational shifts and the rise of subscription services are changing the landscape for service businesses. Private equity’s impact on improving valuations for small businesses. Factors that drive higher valuations: recurring service revenue, growth, and management structure. The long-term strategy of private equity: scaling operations and building efficiency. Why private equity is now interested in white-collar trades like CPA firms and legal services. The growing interest in property management businesses due to their recurring revenue model. Want to know if your business could be the next target for private equity? Tune in to find out how you can position your company for a lucrative exit and take control of your financial future. Favorite Quote: “We call them boring businesses, but Wall Street loves them because they’re essential— plumbing, HVAC, lawn care. They create fundamental, scalable value.” Connect with Jordan: Website: Instagram: LinkedIn: TikTok: YouTube:
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Building Remote Teams and Surviving a War: Kyle Mau’s Story
11/04/2024
Building Remote Teams and Surviving a War: Kyle Mau’s Story
What drives a young computer engineer to trade California’s sunny coast for the bustling streets of Kyiv? Kyle Mao shares his incredible journey from corporate boredom to building a thriving remote talent agency in Eastern Europe. In this episode, we sit down with Kyle Mao, an American entrepreneur who made an unexpected leap from a cushy government job to establishing roots in Ukraine. Kyle discusses his decision to leave the corporate grind, navigating the challenges of starting a business abroad, and how the ongoing conflict in Ukraine has shaped his personal and professional life. We delve into the remote talent market, the nuances of hiring from Eastern Europe, and Kyle's journey in building his companies, including an olive oil business. His story is a testament to risk-taking, resilience, and making lemonade when life throws lemons. What we covered: The unconventional decision to leave the U.S. for Kyiv Experiences with buying property in Ukraine Evacuating Ukraine during the Russian invasion Building a remote talent agency focused on Eastern Europe The benefits of hiring talent from Eastern Europe versus other regions Kyle’s olive oil business and the challenges of food production Upcoming projects and the future of remote talent Tune in to hear how Kyle turned uncertainty into opportunity, and learn how hiring remote talent from Eastern Europe can transform your business! Favorite Quote: “Remote talent is the future of business.” Connect with Kyle: Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don’t forget to subscribe, rate, and review.
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The Art of Letting Go: Why Delegation is Key to Scaling Your Business
10/28/2024
The Art of Letting Go: Why Delegation is Key to Scaling Your Business
Be honest with yourself: Are you holding yourself back from growing your business? In this episode of The Liquid Lunch Project, we sit down with Eric Williams, CEO and Founder of Willity (Will + Ability), to discuss the challenges entrepreneurs face when scaling their businesses. Eric dives into the importance of systematizing operations, the dangers of micromanagement, and the steps to take if you want to move from a solopreneur to a thriving team. If you're stuck doing everything yourself and feel like there's no time to scale, this episode will hit home. Eric shares practical advice on how to delegate effectively, free up your time, and create processes that allow your business to thrive without you having to hustle endlessly. Key Takeaways Include: Transitioning from a solopreneur to a scalable business model. The psychology behind micromanagement and why entrepreneurs struggle to delegate. "Delegation math" and how to calculate the value of your time versus the cost of outsourcing. Why building systems and processes are essential for scaling. How systematizing can increase the value of your business. Practical steps to audit your time and optimize operations. If you're a small business owner stuck in the grind of trying to do everything yourself, this episode is for you. Eric breaks down what you need to do to move from being a solopreneur to running a business that can grow without burning you out. It’s time to stop micromanaging and start scaling. Favorite Quote: "You need to figure out how to replicate your brilliance. It’s not enough to do it well; you have to teach others how to do it, too." Connect with Eric: Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don’t forget to subscribe, rate, and review.
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The PR Game: How to Stand Out and Get Your Story Heard
10/21/2024
The PR Game: How to Stand Out and Get Your Story Heard
Did you know a well-crafted press release can save a life and skyrocket your business at the same time? In this episode, Mickie Kennedy, the founder of eReleases, dives into the world of press releases and how they can do more than just promote your business. Mickie shares stories of using PR to create credibility, grow revenue, and even help someone avoid life-threatening situations. He walks us through his journey from poet to PR expert and gives actionable advice on creating press releases that stand out. Plus, he drops some unconventional wisdom on when it's time to "fire yourself" from your own business. Guest Bio: Mickie Kennedy HAS over 25 years of experience in PR and has assisted more than 30,000 clients, distributed over 150,000 press releases, and generated over $132 million in earned media. A poet at heart, Mickie combines his creativity and entrepreneurial acumen to provide impactful PR strategies that genuinely make a difference. Key Highlights: How Mickie pivoted from poetry to PR and created eReleases Why 97% of press releases don't work and how to be in the 3% eReleases’ professional writing services for small business owners The evolution of PR from faxing to national distribution Why Mickie "fired himself" and the positive impact it had on his business PR with heart: How a press release saved a man's life Mickie's poetry reading - "Blue Collar" Ready to take your PR game to the next level? Tune in to learn how Mickie Kennedy’s strategies can help you craft press releases that don’t just get published—they get noticed Favorite Quote: “97% of press releases don't work. Focus on the 3% that do get picked up.” Connect with Mickie: Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don’t forget to subscribe, rate, and review.
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