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Haik Sahakyan is the Co-Founder and C-CEO of Altair Wealth Systems, the emerging technology platforms that that is the revolutionizing the operating systems for wealth managers. Altair is targeting a leading position in the competitive landscape by trying to be a true Platform-as-a-Service (Paas) for wealth management. While the vast majority of the competition is focused on being general purpose and one-size-fits-all, Altair's goal is go well beyond and build a universal PaaS for the entire market.
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In this episode of the Entrepreneur's Story podcast, host Dennis Crowley sits down with Haik Sahakyan and Pete DiLorenzo from ARQA.ai. They discuss ARQA.ai's innovative AI platform, designed to revolutionize wealth management and financial services industreis by applying machine learning/ AI algorithms to the processing of a wide range of data for quick and valuable insights for end users. This platform aims to simplify data management for a variety of clients, from individual investors to large institutions.Together, they explore how their AI system enhances financial data analysis and decision-making.
The episode also touches on the challenges faced by many new companies such as building trust in new technology and educating clients.
If you're raising or allocating capital in 2024, learn how the Trellis Platform can help simiply the process. Learn more today.
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In this episode of the Entrepreneur's Story Podcast, host Dennis Crowley engages in a dynamic conversation with Solomon Thimothy, an acclaimed entrepreneur and expert in marketing and sales. With over 17 years of experience, Solomon, the co-founder and CEO of OneIMS and Clickx, delves into his journey of helping businesses grow exponentially using his innovative 10X Framework. As a USA Today and Wall Street Journal best-selling author, he brings a wealth of knowledge in lead generation and customer acquisition. Beyond his entrepreneurial endeavors, Solomon is also recognized for his role as an angel investor and startup advisor, sharing insights on how he has assisted numerous startups in scaling and succeeding.
The discussion between Dennis and Solomon explores a range of topics central to the entrepreneurial experience. They exchange personal anecdotes about their backgrounds and business objectives, highlighting the critical role of networking and knowledge-sharing in today’s rapidly evolving marketplace. The dialogue further delves into effective strategies for customer acquisition and the need for diversifying content to engage broader audiences. Towards the end, they touch upon the necessity for businesses to remain flexible and responsive to the ever-changing technological landscape and consumer demands, providing valuable insights for entrepreneurs and business leaders alike.
If you're looking to unlock the hidden value in your company, learn how Planned Value Group can help.
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Dennis Crowley's guest today is Eudania "Dana" Burrell.
Dana's story is one of pioneering spirit and adaptability. As a key player at Connected Investors, she's at the forefront of blending real estate investing with cutting-edge fintech. Connected Investors is not just a platform; it's a revolution, bringing together over half a million members in a dynamic online community. It's an ecosystem where buyers, sellers, and investors converge, bringing to life a marketplace rich in off-market properties, bulk property packages, and unique crowdfunding opportunities.
But Eudania's expertise isn't limited to real estate and fintech. She brings a wealth of experience from a 21-year career at the Department of Homeland Security, where she serves as a Supervisory Transportation Security Officer. Her journey from ensuring national security to navigating the complex world of real estate investing, especially during the challenges of the pandemic, is a story of resilience and versatility.
In today's episode, we'll explore how Eudania transitioned into real estate investing, the impact of fintech innovations on the industry, and the power of community in the world of real estate. We'll also delve into her experiences during the pandemic and the valuable lessons she's learned along the way.
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If you're a business owner who wants to accelerate the value in your business, learn how the Planned Value Group team can help you.
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Welcome to The Entrepreneur's Story podcast, where host Dennis Crowley engages with trailblazing entrepreneurs who are rewriting the rules of business. In this inspiring episode, Dennis sits down with Max Traylor, the visionary founder of The Max Traylor firm. At just 30+ years old, Max is not only a solopreneur but also a professional paintballer, embodying the spirit of agility and innovation that defines his entrepreneurial journey.
Max's approach to business is as unique as it is effective. With a mantra grounded in "digital, scalable, residual" principles, Max has empowered brilliant individuals to shatter the constraints of the traditional "time for dollars" model. Clients hail him as an "idea guy," a trusted business coach, a strategic thinking partner, and a prolific product creator. His expertise lies in helping agencies productize their consulting services, transforming them into specialized strategic partners rather than mere vendors. Plus, he's not one to shy away from enjoying a good beer, adding a touch of camaraderie to his entrepreneurial pursuits.
Max shares his insights, experiences, and strategies for unlocking the true potential of a managed service business to expand and offer consulting services. Whether you're an aspiring entrepreneur or a seasoned business professional, Max's entrepreneurial wisdom and innovative mindset will leave you inspired and ready to break boundaries.
If you're ready to unlock the hidden value in your company, learn how the Planned Value Group team can help. Schedule a free consulation today.
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In this captivating episode of The Entrepreneur's Story podcast, host Dennis Crowley sits down with Brian Will, a seasoned serial entrepreneur, two-time Wall Street Journal best-selling author, and a leading expert in business and sales management consulting. With an illustrious career spanning various industries, Brian shares his wealth of knowledge and experiences that have shaped him into the successful entrepreneur he is today.
Brian Will's entrepreneurial journey is nothing short of extraordinary. He has created and co-created seven highly successful companies across four diverse industries, collectively valued at over half a billion dollars at their peak. Brian's expertise doesn't end there; he has undertaken numerous turnaround projects, helping startups to Fortune 500 companies drive billions of dollars in sales. His unique background equips him with a deep understanding of agile processes and principles, allowing him to navigate the complexities of the entrepreneurial landscape with finesse.
In this episode, listeners will gain invaluable insights into Brian's agile approach to business, his strategies for driving substantial sales, and his ability to articulate the implications of these processes from various perspectives, spanning from the development team to the executive board.
Join Dennis Crowley and Brian Will in this enlightening conversation as they delve deep into the entrepreneurial mindset, agile methodologies, and the secrets behind building and sustaining successful ventures. Whether you're a budding entrepreneur, a seasoned business professional, or simply curious about the world of startups and sales, this episode is a must-listen. Tune in now to gain a fresh perspective on entrepreneurship and glean practical insights from one of the industry's most accomplished entrepreneurs, Brian Will.
Unlock the true potential of your business with Planned Value Group's Value Acceleration expertise. Our Certified Exit Planning Advisors use a proven methodology to de-risk and systematically increase your company's value, ensuring a lucrative and seamless transition when the time is right.
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In this episode, join host Dennis Crowley as he sits down with a remarkable guest, Anthony Razzano, a strategic business advisor with a wealth of experience in tax, investment, and management consulting services. Armed with a Certified Public Accountant designation and a Masters of Science in Taxation, Anthony has spent over eighteen years as the Managing Member of his specialized tax and advisory firm, where he and his team have consistently delivered success stories for their clients.
Anthony's expertise lies not only in diagnosing client issues but also in tailoring innovative strategies to meet their ever-evolving needs. With a passion for building strong relationships, he is here to share his insights and guide you on your journey to entrepreneurial success.
But that's not all – Anthony has recently released his inspiring book, "Against All Odds." This compelling narrative chronicles his story as a young boy who faced incredible challenges that almost robbed him of the opportunity to start the game of life. It's a tale of unwavering faith and an unbreakable spirit that defied all odds.
Join us as Anthony Razzano shares his incredible journey, offering valuable lessons, practical advice, and a generous dose of inspiration for entrepreneurs and dreamers alike. Whether you're a seasoned business owner, a budding entrepreneur, or someone simply seeking motivation, this episode promises to leave you enlightened and motivated to conquer your own challenges.
Tune in to "The Entrepreneur's Story" and discover the wisdom that can fuel your entrepreneurial spirit. Don't miss this chance to learn from the best. Stay tuned for a conversation that could change the way you approach your entrepreneurial endeavors!
Accelerate Your Success, Secure Your Future with Planned Value Group. Elevate your business with our expert value acceleration strategies, tailored for your unique needs. Discover the path to growth and financial security today!
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Dennis Crowley sat down with Orrin Klopper to talk about his entrepreneur's journey from being expelled from school to a very successful CEO of Netsurit, a company he co-founded 24 years ago. The discussed his organic growth and more recent growth through acquistion strategy.
He is always innovating for new ways of work. His people-focused leadership leads his team’s incredible, aspirational culture and their dream program. He is a passionate Microsoft Partner and committed to serve both employees and clients by nurturing and realizing their dreams.
The two also talked about their experience as members of YPO.
Learn more about Orrin and Netsurit at https://netsurit.com/en-us/
And if you're ready to accellerate the value in your company, see how the PVG can help you. Check us out at https://plannedvalue.com/
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It is great to welcome Chad Price back to the show. Now Author Chad Price!
Chad is an experienced entrepreneur with an impressive track record spanning over a decade. As a former college football scholarship athlete that graduated from Rice university with a business degree, Chad possesses an extensive background in all sports and business.
He founded Kettlebell Kings from scratch back in 2012, shortly after leaving the corporate world. Roughly ten years later, he was able to orchestrate a remarkable 3 year multi-million dollar acquisition in November of 2021. Today, Kettlebell Kings still stands tall as a thriving international company, making waves in the esteemed Inc. 5000.
You can find Chad's new book, Preparing for Battle on Amazon by clicking on the link or in bookstores everywhere.
Remember, if you're ready to accelerate the value in your business, don't do it alone. Learn how the Planned Value Group team can help. Check us out at www.plannedvalue.com.
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Dennis sat down with Alex Biega from Wincove Private Holdings, a Boston based Private Equity firm that invests in family-owned businesses in the industrial sector. Alex has a very interesting background, having played hockey at Harvard than in the NHL before moving into the PE world. The two talked about Alex's background, investing experience, and how Wincove looks to partner with family-owned business.
Learn more about how the Planned Value Team can help accelerate the value in your business.
Don’t miss Part 1 of our fall education series – 5 Things to Make Your Business More Valuable on September 14, 2023. Register here or go to our website to download the recording.
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Dennis sat down with Rachel Renock, the founder and CEO of Wethos. She is an amazing young entrepreneur on her way to great success. Her story sounds like many, who found a market need based upon their own experiece, developed a solution, brought it to market, and keep building and expanding to offer more and more services.
You can learn more about Rachel and Wethos at https://www.wethos.co/
Are you ready to accelerate the value of your business? Discover growth consulting, value enhancement, and exit planning expertise with Planned Value Group. Elevate your business success today! www.plannedvalue.com
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Dennis sat down with Fred Cary, the founder and CEO of Idea Pros. Fred is an internationally known entrepreneur and business thought leader with over three decades of leadership experience and transformational strategies that have resulted in billions of dollars in corporate value.
If you're looking to accelerate the value in your business, learn how the PVG team can help. Check us out at www.plannedvalue.com.
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Dennis sat down with Dylan Vanas a digital marketing entrepreneur, founder and CEO of AgencyBox, a whitelabel platform that has helped more than 3,500 agencies run profitable businesses, and co-founder of Mindful Agency, an agency that works with some of the top personalities and brands in the world, helping them dominate their online presence.
Learn more about Dylan at https://dylanvanas.com/
If you're looking to unlock the hidden value in your company, learn how the Planned Value Group can help. Check us out at https://plannedvalue.com/
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Kurt Stein is the President & COO of DCT Strategy a Digital Transformation technology consulting firm. Dennis and Kurt sat down to talk about his business, but the conversation quickly turned into a discussion on the impact of generative AI on businesses today. If you're interested in learning about how AI can impact your business, this podcastis a great starting point for learning.
If you're looking to accelerate the value in your business, learn how Planned Value Group can help. Accelerate your success, secure your future!
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Dennis sat down with Jay Goldman, the Co-Founder and CEO of Sensei Labs. They talked about Jay's experience in buiding and growing Sensei Labs and his experience as the New York Times Best Selling author of the book The Decoded Company.
You can learn more about Jay and Sensei Labs at: https://www.senseilabs.com/
If you want to learn more about how Planned Value Group can help accelerate the value in your business. Check them out at: https://plannedvalue.com/.
Accelerate Your Success, Secure Your Future.
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Tracey Bissett is the founder of Bissett Financial Fitness where they educate and empower individuals, notably young adults, and business owners to take control of and live their financial lives with confidence.
You can learn more about Tracey at https://www.bissettfinancialfitness.com/
If you're raising capital for your fund or company, please learn how Trellis can help you. Check us out at www.trellisplatform.com
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Dennis sat down with Barry S. Rutton CFP from Wealth Defense Financial Advisor. They talked about how as a business owner you should be planning for an exit early and throughout the life of the business.
If you're raising capital for you fund or company, learn how Trellis can help make investing in you private or alternative investment as easy as investing in the public market. Learn more at www.trellisplatform.com.
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Dennis sat down with Doug Peacock of the Peacock Wealth Group. Doug is a former football coach turned wealth advisor who is coaching people how wealth truly works and to grow all the wealth they want to, safely & predictably, for a tax-exempt income without a future tax obligation.
Learn more about Doug and Peacock Wealth Group at https://www.peacockwealthgroup.com/
If you're raising captial for your fund or company, learn how Trellis can help. Check us out at www.trellisplatform.com
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Peter Evans, the CEO of Xtract One. Xtract One is a technology company dedicated to driving the digital transformation of physical security by focusing on proactively addressing threats and providing the benefits of artificial intelligence (AI) to this market.
They talked about the company, the changes, inlcuding the name and branding change, and had an amazing conversation that every entrepreneur who is ready to bring a product or service to market should listen to.
You can learn more about Xtract One at https://xtractone.com/
If you are ready to raise capital for your fund or company, learn how the Trellis Platform can help. Check us out at www.trellisplatform.com
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Dennis Crowley sat down with Anthoni Styvens, the Founder and CEO of Akcru, the worlds first social streaming service that enables friends and families to enjoy a shared viewing experience, while simultaneously earning points & rewards for the time they spend watching content.
Learn more about Akcru at www.akcru.com.
If you're raising capital for you company or fund, learn how the Trellis platform can help you. Check us out at www.trellisplatform.com
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