P&L: Priorities & Lifestyle

Bob McCarthy, a serial entrepreneur in a few diverse fields, joined me for a conversation on why he became an entrepreneur in the first place, what led him to sell his first company, and so much more. Bob was already hugely successful in his 30s, and we talked about what led him to continue his entrepreneurial pursuits even when he didn’t need to. We also talked about when he knew he needed to sell, when he decides to start delegating, the huge importance of a great GM, and what it was like to sell a company and go through a divorce at the same time. Join us to learn what the life of a serial entrepreneur has been like for Bob!

Contact Bob at [email protected]

Join Entrepreneurs’ Organization at EONetwork.org

"It doesn't matter if you're 37 or 67. If you don't use your brain, it goes away." - Bob McCarthy

This week on Priorities Lifestyle:

• Going From A Carpenter To A Serial Entrepreneur

• Selling A Company At 37 And Starting Over

• Building Multiple Successful Companies

• Learning When To Start Delegating

• Pushing Yourself To Go Farther, Even When You Don’t Need To

Our Favorite Quotes:

• "The people in the trench always have the answer." - Bob McCarthy

• “[You need to have] the courage to be able to just go and tackle hard stuff, you know, and fail a little bit along the way. So figure it out and do something amazing with it." - Rob Schulz

• "I would never run more than one company at a time. You can't give each one a hundred percent of your time, and no one's going to run it as good as you. And so with that focus being gone, where it could have been or could go is taken away.” - Bob McCarthy

About Rob Schulz and P&L Priorities & LIfestyle Podcast

The P&L: Priorities & Lifestyle Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company.

Email Rob at [email protected] with questions and comments, or to schedule a one-on-one conversation.

Follow Rob on LinkedIn

Follow Schulz Wealth on LinkedIn

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe to the podcast here:

Apple Podcast

Spotify

Audible

And, if you enjoy the show, please leave a review to help others discover the podcast.

*You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.

Adam Kreek, a Canadian Olympic gold medalist rower, competed in the heavyweight division at the 2008 Beijing Olympics and has since become a coach for high-performing executives and organizations. As if his Olympic gold medal wasn’t impressive enough, Adam also rowed across the Atlantic Ocean!

He’s a supremely motivated athlete and person, and there are numerous parallels to draw between his athletic mindset and the mindset needed to win in business. Join Rob and Adam this week for a conversation on what it takes to make it to the Olympics, and what it takes to be a leader in your organization.

Contact Adam at https://www.valuesdrivenachievement.com/

"The gift of entrepreneurship and business building is personal development. It is perhaps the most intense form of personal development that might exist on this planet." - Adam Kreek

This week on Priorities Lifestyle:

• Rowing in the Beijing Olympics

• The Atlantic Ocean Rowing Project

• The Power of Teamwork

• Why Family Support Is So Crucial, In Sports And Business

• Why Teams Inspire Us To Push Ourselves Further

Our Favorite Quotes:

• “The hard thing about business is hard things. And what makes business the hardest is learning how to lead and manage and work with other people." - Adam Kreek

• “I've done a lot of athletic competitions in the past. I still find that within business and the mental accomplishments and trying so hard within a team, trying to achieve something can still be very hard and very exhausting.” - Rob Schulz

• "Stress is neither good nor bad, but thinking makes it so." - Adam Kreek

• "It's about aligned values. It was about having difficult and long conversations and finding common ground. It's about teamwork." - Adam Kreek

About Rob Schulz and P&L Priorities & LIfestyle Podcast

The P&L: Priorities & Lifestyle Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company.

Email Rob at [email protected] with questions and comments, or to schedule a one-on-one conversation.

Follow Rob on LinkedIn

Follow Schulz Wealth on LinkedIn

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe to the podcast here:

Apple Podcast

Spotify

Google Podcasts

Stitcher

Audible

And, if you enjoy the show, please leave a review to help others discover the podcast.

*You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.

Dane Craig is the founder of Dakota Distributing, a company he recently sold after over two decades. Rob and Dane focused on what it means to sell your business, how he came to that decision, and what it’s like for him in this post-sale environment. Craig affirms the importance of not only maximizing profits but also of building relationships within the industry, a factor that significantly contributed to his successful business transaction. One of Dane’s top priorities was his employee’s wellbeing, and his ability to still have a role at the company even after selling. Join Rob and Craig for a post-entreprenurial-themed conversation this week on P&L!

Contact Dane at [email protected]

"If I ever got to the point where I was just running a business status quo and I was just there pulling a paycheck and not contributing as much, it was time to put it in the hands of somebody else to take it to another level, because I did not want to be complacent and I did not want to be a drain." - Dane Craig

This week on Priorities Lifestyle:

• Navigating The Sale of Businesses with Varied Assets

• Getting Started In The Distribution Industry

• Delegating Responsibilities for Company Growth

• Timing and Valuation in Business Sales

• The Entrepreneur’s Journey, Post-Sale

Our Favorite Quotes:

• "If I failed as a result of good work ethic and decent business decisions, then it wasn't meant to be." - Dane Craig

• "I think sometimes that transition after selling your business can [make you feel lost]. And then the best way to deal with it is to find something within your world that you can get excited about that fits within those boxes of what made you excited about getting in business in the first place." - Rob Schulz

• “Well, if I went for top dollar and sold to one of my multinational, multibillion dollar companies, they could have swallowed us onto their platform and released some employees. Okay, Dane's pocketbook would have looked good, but Dane's mind would have messed up because I hurt a lot of people.” - Dane Craig

About Rob Schulz and P&L Priorities & LIfestyle Podcast

The P&L: Priorities & Lifestyle Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company.

Email Rob at [email protected] with questions and comments, or to schedule a one-on-one conversation.

Follow Rob on LinkedIn

Follow Schulz Wealth on LinkedIn

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe to the podcast here:

Apple Podcast

Spotify

Google Podcasts

Stitcher

Audible

And, if you enjoy the show, please leave a review to help others discover the podcast.

*You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.

Jamie Rindler, founder and president of Marvel Group, has spent the last decade specializing in the business of spine surgery, despite not being a doctor himself. His history with and perspective on the industry led to the Marvel Group's patient-centric spine surgery program and business practices, a unique and successful approach in the medical industry. Rindler's experience in the spinal surgery space led him to create a program that facilitates partnerships between hospitals and private practice spine surgeons, attracting new patients with a unique "patient promise" - a surgery guarantee that covers a patient's out-of-pocket expenses if they require an unplanned follow-up surgery within the first year. He believes this guarantee sets Marvel Group apart from other companies in the industry and brings much-needed business common sense into a convoluted industry. Join Rob Schulz and Jamie Rindler on this episode of the Priorities & Lifestyle podcast to learn more about this innovative approach.

Visit Jamie at marvelgp.com and add him on LinkedIn at https://www.linkedin.com/in/jamie-rindler-76ab2713/

"[As a spine surgeon], you can be a rockstar, or you could be less than [that]. No one knows. You get paid the same. And there's such a demand for these surgeons that you can go your whole entire career like that." - Jamie Rindler

This week on Priorities Lifestyle:

• Hospitals’ Connections With Local Communities

• The Patient Promise Program

• Challenges of Running A Spine Surgery Practice

• What Surgeons Actually Take Home From Surgeries

• Doctors As Business Owners

• Starting a Business in the Health Industry

Our Favorite Quotes:

• "A neurosurgeon might get like 900 to $1200 to do that brain surgery on you or your mom or your cousin or your friend, and then later in the day, your muffler breaks on your car and you take it down the street to get repaired, and they want two grand to replace your muffler. And your muffler comes with a warranty, and your brain surgery does not. And it doesn't add up." - Jamie Rindler

• "I can affect change with what I do. I can't control who the president of the United States is. I can't control whether healthcare reform on a global level is successful or not. I can't control any of that. But what I can do is I can make a good living at what I do here. I can change what I can change. I can know what I know. I can work with humans and people and help people." - Rob Schulz

• "The surgeon decides what medical device technology they're going to use, what biologics they're going to use, what time of day they're going to operate, what the treatment protocol is afterwards. There's a myriad of decisions that the surgeon makes. So it makes sense that the surgeon is the one who the guarantee is tied to." - Jamie Rindler

About Rob Schulz and P&L Priorities & LIfestyle Podcast

The P&L: Priorities & Lifestyle Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company.

Email Rob at [email protected] with questions and comments, or to schedule a one-on-one conversation.

Follow Rob on LinkedIn

Follow Schulz Wealth on LinkedIn

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe to the podcast here:

Apple Podcast

Spotify

Google Podcasts

Stitcher

Audible

And, if you enjoy the show, please leave a review to help others discover the podcast.

*You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.

Cindy Arledge, a second-generation commercial real estate investment entrepreneur and family matriarch, has extensive experience in the family planning industry and a unique perspective on wealth management and family relationship nurturing. Arledge believes that successful wealth transfer across generations requires proper training, a strong family culture, and a focus on preserving family relationships. Her perspective is shaped by personal experiences, including the loss of a relationship with her brother due to shared inheritance, which led her to study the right way that wealth should be transferred between generations. Join Rob Schulz and Cindy Arledge on this episode of the Priorities and Lifestyle podcast to learn more about her insights and experiences.

"One of the things I discovered in this process is that money is an amplifier of the relationship that we have with it." - Cindy Arledge

This week on Priorities Lifestyle:

• Transferring Wealth Multi-generationally

• The Emotional Significance of Inherited Possessions

• The Human Factor in Wealth Planning

• Creating a Culture of Learning and Legacy

• Wealth Conversations that Destroy Family Relationships

• Sentimental vs. Monetary Value

• Teaching to Learn from Mistakes

Our Favorite Quotes:

• "I think we do our kids and our grandkids a disservice if we don't communicate to them not only the great stuff we've done, but also some of the mistakes." - Rob Schulz

• "Think about being a leader in your business and how you approach developing your staff. Imagine taking that into your home and developing your children's leadership abilities." - Cindy Arledge

• "It's the conversations we aren't having that destroy relationships." - Rob Schulz

About Rob Schulz and P&L Priorities & LIfestyle Podcast

The P&L: Priorities & Lifestyle Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company.

Email Rob at [email protected] with questions and comments, or to schedule a one-on-one conversation.

Follow Rob on LinkedIn

Follow Schulz Wealth on LinkedIn

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe to the podcast here:

Apple Podcast

Spotify

Google Podcasts

Stitcher

Audible

And, if you enjoy the show, please leave a review to help others discover the podcast.

*You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.

Chef Forrest “Gump” Parker, a renowned culinary expert, has made significant contributions to the vibrant food scene in Charleston, South Carolina, through his influential culinary tours. With experience gained from working with some of the most prominent figures in the culinary world, Chef Parker has developed a unique perspective on the connection between food and history in the city. This perspective led him to create Undiscovered Charleston, a food tour that combines exploring the city's historical sites with discussions about Charleston's culinary traditions. Join Rob Schulz and Chef Forrest Parker on this episode of the Priorities and Lifestyle podcast to learn more about what it’s like to be both a founder and a culinary evangelist.

"The first rule of startups is make something people want." - Chef Forrest Parker

This week on Priorities Lifestyle:

• Being a Culinary Innovator

• The Evolution of Charleston’s Dining Scene

• The Connection Between Food, Culture, and History in Charleston

• What It Took To Become A Culinary Tour Guide

• Being A Founder In The Culinary Space

• Becoming A “Culinary Evangelist”

Our Favorite Quotes:

• "Our history is delicious." - Chef Forrest Parker

• "I tell anybody that asks, I'm like, I'm better than anybody I know at making mistakes because I do it on a daily basis." - Chef Forrest Parker

• "The problem before us today, as an industry is whether or not the kids want to show up to do the work." - Chef Forrest Parker

About Rob Schulz and P&L Priorities & LIfestyle Podcast

The P&L: Priorities & Lifestyle Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company.

Email Rob at [email protected] with questions and comments, or to schedule a one-on-one conversation.

Follow Rob on LinkedIn

Follow Schulz Wealth on LinkedIn

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe to the podcast here:

Apple Podcast

Spotify

Google Podcasts

Stitcher

Audible

And, if you enjoy the show, please leave a review to help others discover the podcast.

*You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.

Will Young of Aerowave Technologies joins the show to dive into the importance of customer focus for business success. Discover how he expanded the company's product line to include safety and security solutions, positioning them for future growth, and why he believes that spending at least 40% of your time with clients is crucial for learning your industry. Young also highlights the value of staying adaptable to meet the evolving demands of customers. Join Rob Schulz and Will Young as they delve deeper into these topics and more on this episode of the Priorities and Lifestyle podcast.

"Our measurable is not revenue or EBITDA. Our measurable is lives connected." - Will Young

This week on Priorities Lifestyle:

• Understanding Customer Needs

• Finding and Closing on Aerowave: A Business Acquisition Journey

• The Allure of Entrepreneurial Mentorship

• Navigating Business Acquisitions During COVID

• Cash Flow Lifestyle vs. Expansion-Oriented Growth

• Direct Client Interaction for Business Growth

Our Favorite Quotes:

• "You need to spend at least 40% of your time selling and being in front of your clients. That's how you learn what you do and consistently delight your clients." - Will Young

• "With perseverance and hard work, success can be achieved in the business acquisition process." - Will Young

• "If you get people who are really good and like doing what you need them to do, you don't need to do it." - Will Young

About Rob Schulz and P&L Priorities & LIfestyle Podcast

The P&L: Priorities & Lifestyle Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company.

Email Rob at [email protected] with questions and comments, or to schedule a one-on-one conversation.

Follow Rob on LinkedIn

Follow Schulz Wealth on LinkedIn

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe to the podcast here:

Apple Podcast

Spotify

Google Podcasts

Stitcher

Audible

And, if you enjoy the show, please leave a review to help others discover the podcast.

*You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.

Bill Kresser is a seasoned private banker at Origin Bank, with over two decades of experience providing tailored banking services and strategies to high net worth individuals and business owners. Kresser's perspective on private banking services and strategies is shaped by his focus on providing high touch, personalized services to his clients, simplifying banking processes, and a huge emphasis on convenience for the client. He takes a conservative approach when it comes to lending for investments such as rental properties, ensuring that the cash flow makes sense and considering potential regulatory risks. Kresser also highlights the availability of unsecured lines of credit for business owners and high net worth individuals, which can be used for various purposes without impacting personal credit. Join Rob Schulz and Bill Kresser on this episode of the Priorities and Lifestyle podcast to learn more about his unique approach to private banking.

"You got to be able to sleep at night, and you and I, it's just our job to help them when it comes to financial questions, to be able to give them that peace of mind and make sure that whatever their risk is that we're eluding it or diverting it." - Bill Kresser

This week on Priorities Lifestyle:

• Bill Shares Why An Unsecured Line Of Credit Is So Valuable For High Net Worth Individuals

• Gaining And Maintaining Loyalty From Your Clients As A Banker

• The Impact Of Low Interest Rates On Residential Real Estate

• The Importance of Maintaining Communication And Education Between Bankers and Clients

• Diversification In Banking

• Setting Up Your Children For Financial Success

• Post-College Planning

Our Favorite Quotes:

• "But it comes down to: are you working with somebody that you know that you can trust, that is looking out for you? And that's the same business that you're in, right? It’s a people business, and getting to know people." - Bill Kresser

• "That's the risk that bankers have to think about all the time. What's going to happen if this happens here?" - Rob Schulz

About Rob Schulz and P&L Priorities & LIfestyle Podcast

The P&L: Priorities & Lifestyle Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company.

Email Rob at [email protected] with questions and comments, or to schedule a one-on-one conversation.

Follow Rob on LinkedIn

Follow Schulz Wealth on LinkedIn

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe to the podcast here:

Apple Podcast

Spotify

Google Podcasts

Stitcher

Audible

And, if you enjoy the show, please leave a review to help others discover the podcast.

*You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.

Jeff Schafer is a seasoned entrepreneur with a strong background in simplifying processes, building trust, and autonomy. He believes that entrepreneurs are deeply invested in their companies and are willing to put in the necessary effort to succeed. By focusing on defining their vision, working with discipline and accountability, and ensuring team health, Schafer helps entrepreneurs simplify their businesses. Jeff is a strong believer in the EOS system and as an EOS implementer works to help entrepreneurs take the next step in their business. Join Rob Schulz and Jeff Schafer on this episode of the Priorities and Lifestyle podcast to learn more about his unique, informed insights on entrepreneurial success. "I always thought that the key was grit and hard work...But I had to learn how to work smart and healthy. I had to be both healthy and smart." - Jeff Schafer

This week on Priorities Lifestyle:

• Jeff shares why the EOS system is so pivotal for so many businesses
  
• Defining your core values
  
• Hiring, firing, promoting, and recognizing those values in your employees
• What Jeff aims to accomplish in "Level Ten" meetings
• Why Autonomy is Crucial in Entrepreneurial Companies
• The Need For Employees To Understand Their Position
• Visionaries Vs. Integrators
• Vision, Discipline, and Team Health

Our Favorite Quotes:

• "When you define your core values for your organization, an EOS company is willing to hire, fire, reward, review and recognize people based on those core values. It's a day to day way of life." - Jeff Schafer

• "I could build a good leader, but I couldn't get a leader to be a good leader themselves. That's where I was capped and so that's what EOS taught me." - Jeff Schafer

• "We take the leaders in the room, and we discover the core values in the people who are out of the room, because the leaders have brought in great people in the organization, and those core values are often found in the great staff that they already have." - Jeff Schafer

About Rob Schulz and P&L Priorities & LIfestyle Podcast

The P&L: Priorities & Lifestyle Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company.

Email Rob at [email protected] with questions and comments, or to schedule a one-on-one conversation.

Follow Rob on LinkedIn

Follow Schulz Wealth on LinkedIn

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe to the podcast here:

Apple Podcast

Spotify

Google Podcasts

Stitcher

Audible

And, if you enjoy the show, please leave a review to help others discover the podcast.

*You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.

Matt Krzysiak is the founder of Crest Solutions Group, an organization that helps its clients unlock their business’ potential by turning data into actionable information. Matt is a proven dynamic business leader, problem solver, and communicator known for delivering results. Before founding Crest Solutions Group, Matt held several C-suite and senior executive roles in several companies: Senior Vice President of Administration at USHEALTH Group, CEO of the National Motor Club Holdings, Inc., and Director of Information Systems at Specialized Association Services, Inc. He is also the former owner and director of MARTEX Software. Matt holds a degree in Electrical Engineering from Texas A&M University and received his Master of Business Administration degree from the Cox School of Business at Southern Methodist University.

 

Matt joins me today to discuss how great financial habits such as saving up and intentionally managing his lifestyle and family impacted his financial and personal life later in his career. He describes his professional journey and reveals what he’s learned from founding his own company. He explains how he learned about running a business from experience and why he decided to pursue an MBA later on. Matt also highlights the importance of cultivating culture in an organization and underscores how having a plan and being focused lead to effective execution.

 

“I’ve got the tech background and the MBA, but the big thing about running a business is the people and culture and getting a lot of that right.” - Matt Krzysiak

 

This week on Priorities Lifestyle:

 

• Matt’s professional history and the early days of PCs

• His journey to self-employment

• Balancing entrepreneurship and family

• The founding of MARTEX Software

• Leaving MARTEX Software and joining Specialized Association Services

• The importance of establishing operating agreements early in the business

• Why Matt decided to pursue an MBA and how he became involved with Vistage

• The value of joining a community for executives like Vistage

• Matt’s time and experience at the National Motor Club Holdings