Episodes
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After an accident, the first call from an insurance adjuster may seem helpful, but it can shape the outcome of a claim before an injured person understands their options.
In this episode of Sharkpreneur, Seth Greene interviews Kevin Kaufman, Founding Partner and Attorney at Kaufman & McPherson Personal Injury Lawyers, who discusses how his transition from corporate law to a client-centered personal injury practice shaped his approach to advocacy, communication, and client reassurance. Kevin also explains how early legal guidance, trial preparation, and realistic expectations can affect the value and resolution of an injury claim.
Key Takeaways:
→ Injured people should be cautious about early insurance offers.
→ Insurance companies seek to resolve claims at the lowest possible cost.
→ Trial preparation can strengthen settlement leverage.
→ Clients need clear explanations free of legal jargon.
→ Community understanding can strengthen client advocacy.
Kevin S. Kaufman graduated from Bridgeport High School in 1977, where he received a National Merit Scholarship, a full scholarship from Consolidated Natural Gas Company, and a West Virginia Achievement Scholarship. Mr. Kaufman completed his education at West Virginia University, where he earned a Bachelor of Science in Business Administration, an MBA, and a law degree.
Upon graduating from law school, Mr. Kaufman accepted a position with Columbia Gas Transmission Corporation. Shortly thereafter, he was selected to work in the law department of the newly formed production branch, Columbia Natural Resources.
In 1987, Mr. Kaufman left the Columbia system to form the Charleston law firm Pierson & Kaufman. He remained a partner in that firm and in its successor, Pierson, Kaufman & Stowers, until 1992. In 1992, Mr. Kaufman returned home to North Central West Virginia and established The Law Offices of Kevin S. Kaufman, which ultimately became Kaufman & McPherson, PLLC.
Connect With Kevin:
Website: https://wvattorneys.com/
X: https://x.com/KaufmanMcPhers1
Facebook: https://www.facebook.com/KaufmanMcPhersonPLLC
LinkedIn: https://www.linkedin.com/company/kaufman-mcpherson-pllc/
YouTube: https://www.youtube.com/@kaufmanmcphersonpllc
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Your packaging may be costing you sales, attention, and margin before a customer even tries your product.
In this episode of Sharkpreneur, Seth Greene interviews Jason Wong, Founder and CEO of Paking Duck, who discusses his transition from selling products to manufacturing custom packaging for consumer brands. He explains how factory-direct production, e-commerce experience, and attention to design details can help brands improve packaging quality while reducing costs. Jason also shares how packaging can support social media marketing, strengthen the customer experience, and help growing brands prepare for retail scale.
Key Takeaways:
→ Packaging can influence marketing performance.
→ Better packaging can enhance product presentation.
→ Packaging should enhance the unboxing experience.
→ Strong design details can increase perceived value.
→ Factory-direct sourcing can reduce packaging costs.
Jason Wong is an operator with a background spanning growth marketing, operations, and manufacturing. He is the CEO and founder of Pughaus, a holding company for a portfolio of consumer brands and supply chain service providers.
Under the Pughaus umbrella, Jason launched Saucy, a full-service sourcing and logistics firm that helps brands identify the right supply-chain partners and drive cost efficiencies. In 2023, he introduced Paking Duck, Saucy’s packaging manufacturing arm, delivering factory-direct pricing and production solutions tailored to emerging brands.
Jason’s CPG investments focus on backing category challengers led by AAPI founders. Notable investments include Doe Lashes, Fly by Jing, Nectar Hard Seltzer, Kaja Beauty, and Awkward Essentials. He has also invested in e-commerce martech companies, including Triple Whale, Postscript, Skio, Icon, Octane AI, Siena CX, Social Snowball (acquired), and Lyvecom (acquired).
Connect With Jason:
Website: https://www.pug.haus/
Instagram: https://www.instagram.com/pug
TikTok: https://www.tiktok.com/@pug
X: https://x.com/eggroli
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What if a single real estate deal could generate upfront cash, monthly income, and long-term wealth without relying on traditional bank financing?
In this episode of Sharkpreneur, Seth Greene interviews Chris Prefontaine, Chairman and Founder of Smart Real Estate Coach®, who shares how he rebuilt after the 2008 real estate crash and developed a creative-financing approach to investing. He explains his Three Paydays system, designed to generate upfront income, monthly cash flow, and long-term wealth from a single property transaction. Chris also discusses owner financing, lease-purchase agreements, subject-to-existing-financing deals, and how business owners can use real estate to build an additional income stream.
Key Takeaways:
→ One property can generate multiple income streams.
→ Owner financing can replace traditional lending.
→ Existing low-rate mortgages can create deal opportunities.
→ Tight lending drives demand for creative financing.
→ A few deals can have a meaningful financial impact.
Chris Prefontaine is the Chairman and Founder of Smart Real Estate Coach®, a 4x best-selling author, a former Forbes Business Council Member, and a 3-time Inc. 5000 Honoree for Fastest Growing Company. The Smart Real Estate Coach® community operates across North America and has successfully completed hundreds of transactions, helping students do the same.
Chris also hosts the Smart Real Estate Coach Podcast, which ranks in the top 0.5% globally. Having navigated major challenges, including the crash of 2008, 9/11, his son’s near-death experience, and the impact of COVID, Chris reengineered his entire business to thrive in all economic cycles. Through that experience, he helps students navigate the constantly changing real estate market.
Chris, his family, and his team are focused on empowering individuals and families to create the life of their dreams. Chris and his wife, Kim, have been married for more than 39 years and now focus on creating amazing experiences with their family and community members.
Connect With Chris:
Website: https://smartrealestatecoach.com/
Instagram: https://www.instagram.com/chrisprefontaine_/
Facebook: https://www.facebook.com/ChrisPrefontaineSmartRealEstateCoach/
LinkedIn: https://www.linkedin.com/in/chrisprefontaine/
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Most companies are not failing at marketing because they chose the wrong platform; they are failing because the strategy, message, and target audience are misaligned.
In this episode of Sharkpreneur, Seth Greene interviews Sheila Kloefkorn, CEO & President of KEO Marketing Inc., who shares how B2B companies can move beyond scattered marketing and build strategies that connect with the right audience, answer real buyer questions, and support long-term growth. She also discusses the impact of AI on search, SEO, paid ads, reputation management, and YouTube, and explains why educational content is becoming essential to the modern buyer journey.
Key Takeaways:
→ Marketing works best when strategy precedes tactics.
→ Mid-market companies often lack senior marketing leadership.
→ A fractional CMO can help bridge the gap between strategy and execution.
→ The right message starts with understanding the customer’s needs and pain points.
→ SEO must account for AI chat results and for frequently asked questions.
Sheila Kloefkorn is a marketing expert with more than 25 years of experience helping organizations increase revenue through strategic, results-driven marketing. She is the founder and CEO of KEO Marketing, a Phoenix-based B2B marketing agency specializing in marketing strategy, messaging, digital infrastructure, campaign execution, and analytics.
Since founding KEO Marketing in 2000, Sheila and her team have developed award-winning campaigns for Fortune 1000 companies and mid-sized businesses across the United States and in more than 100 countries. Her work has helped clients achieve hundreds of millions of dollars in revenue growth.
Sheila has received numerous industry honors, including recognition from the Phoenix Business Journal, the Stevie American Business Awards, and MarSum. A certified business coach and frequent speaker, she is also active in the marketing community, serving in leadership roles with the Business Marketing Association, the American Marketing Association, and SEMPO AZ.
Connect With Sheila:
Website: https://keomarketing.com/
LinkedIn: https://www.linkedin.com/in/sheilakloefkorn/
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What if successful trading is less about staring at screens all day and more about building a proven plan that gives you the freedom to walk away?
In this episode of Sharkpreneur, Seth Greene interviews Troy Noonan, The Backpack Trader, who shares how an early British pound trade helped launch his lifelong connection between trading and freedom and shaped his philosophy of trading with structure, discipline, controlled risk, and a lifestyle-first mindset. He also explains why traders need more than a strategy, how to build a proven trade plan, and what it means to shift from trying to trade to being the CEO of a trading business.
Key Takeaways:
→ A proven trading plan helps remove emotion from each trade.
→ Learning a strategy is only one part of achieving success.
→ Risk management matters more than chasing individual wins.
→ Losses are part of the random distribution of trading results.
→ Beginners should test a trading plan before risking real money.
Troy Noonan, also known as “The Backpack Trader,” has been helping people trade smarter since 1995. With nearly 30 years of market experience, he has built his career around one core belief: successful trading should create freedom, not require someone to sit in front of a screen all day.
Troy is the bestselling author of Day Trading QuickStart Guide and has mentored more than 5,000 students across 100+ countries. Through his proven strategies, automated systems, and global trading community, he teaches traders to approach the markets as a real business rather than a gamble.
His mission is to help people become the CEOs of their own trading businesses, trade consistently, and reclaim their time while building a smarter path to financial independence.
Connect With Troy:
Website: https://www.backpacktrader.com/
Instagram: https://www.instagram.com/backpacktrader/
X: https://x.com/TroyNoonan4
Facebook: https://www.facebook.com/TheBackpackTrader/
LinkedIn: https://www.linkedin.com/in/netpickstradingcoach/
YouTube: https://www.youtube.com/c/BackpackTrader
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What if the real reason your business cannot scale is not your people, your market, or your effort, but that everything still depends on you?
In this episode of Sharkpreneur, Seth Greene interviews Hector Alvarado, Co-Founder of Optimize Business Systems, who explains how small and mid-sized businesses can reduce founder bottlenecks by building stronger systems, clarifying roles, improving leadership, and ensuring consistent execution. He also explains why business owners must shift from day-to-day firefighting to strategic leadership if they want to build companies that can grow without being in constant emergency mode.
Key Takeaways:
→ Owner-dependent businesses struggle to scale because too many decisions flow back to the founder.
→ A business is harder to sell when its value depends entirely on the owner’s day-to-day involvement.
→ Second-line leaders are essential to building a scalable company.
→ Business owners need regular time away from the weeds to see the bigger strategic picture.
→ Strong systems are more than SOPs; they encompass leadership, execution, accountability, and clarity.
Hector Alvarado is an entrepreneur, operations executive, and business consultant with 27+ years of experience transforming companies across the logistics, transportation, construction, and home-service industries. His expertise isn’t theoretical—it’s built on decades of diagnosing operational chaos, fixing broken systems, and leading organizations through high-stakes growth.
One of Hector’s most notable accomplishments was the complete turnaround of Willy’s Trucking. As VP of Operations, he led the company from a $1.3M annual loss in 2018 to a profitable sale exceeding $25M in 2021—a feat that earned him industry-wide respect. Today, he serves as VP of Operations for the largest NGL and Butane hauler in Western Canada, overseeing large fleets, operational excellence, and strategic expansion.
Hector is also a Lean Black Belt, Continuous Improvement Master Trainer, and EOS implementor, bringing a rare blend of tactical expertise and strategic leadership. Beyond his corporate roles, he runs three successful businesses under Family Legacy Industries and manages a growing real estate investment portfolio, providing firsthand insight into entrepreneurship and wealth-building.
Connect With Hector:
Website: https://optimizebusinesssystems.com/
Instagram: https://www.instagram.com/optimize_business_systems/
Facebook: https://www.facebook.com/people/Optimize-Business-Systems/61574764979478/
LinkedIn: https://www.linkedin.com/company/optimize-business-systems/
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What happens when a simple idea to connect with other moms becomes a national brand, secures major retail partnerships, and launches a new mission to help women entrepreneurs grow smarter?
In this episode of Sharkpreneur, Seth Greene interviews Lindsay Pinchuk, Founder and CEO of Lindsay Pinchuk Marketing + Consulting. She shares how she turned a $500 investment into a seven-figure brand, partnered with major companies such as Target, Nordstrom, Huggies, and Unilever, and ultimately navigated the challenges of selling her company. She also discusses the power of partnerships, staying authentic while scaling, and how she now helps women small business owners build meaningful, sustainable businesses.
Key Takeaways:
→ Strategic local partnerships with retailers, experts, and community leaders can help companies quickly build trust.
→ Maintaining trust with your audience means saying no to products, brands, and partnerships that don’t align with your values.
→ How to turn brand interest into formal sponsorship through national partnerships with major brands.
→ Finding brand ambassadors in new cities lets you scale your business while keeping your brand personal and community-driven.
→ Simple marketing fundamentals still work for small businesses.
Lindsay Pinchuk is an award-winning entrepreneur and one of fewer than 1% of female founders to lead her company through an acquisition. After nearly 25 years in marketing and sales, she left corporate America to found Bump Club and Beyond, bootstrapping it from $0 to seven figures for six consecutive years, turning a profit in year one, and building partnerships with brands like Target, Nordstrom, Huggies, ULTA, and more. She grew the community to 3M+ monthly users and led the company’s acquisition in under a decade.
Today, Lindsay supports women business owners (especially 40+) through Dear FoundHer…, a podcast-turned-movement with a Substack, community, mentorship, and events. She consults, teaches, and speaks on simple, cost-effective marketing using her SWEEP framework.
Connect With Lindsay:
Website: https://www.lindsaypinchuk.com/
Instagram: https://www.instagram.com/lindsaypinchuk/
Facebook: https://www.facebook.com/LindsayPinchuk/
LinkedIn: https://www.linkedin.com/in/lindsaypinchuk/
https://www.linkedin.com/company/lindsay-pinchuk-marketing-consulting/
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What happens when boxing, engineering, and connected fitness collide to create a smarter way to train at home?
In this episode of Sharkpreneur, Seth Greene interviews Khalil Zahar, CEO and Co-Founder of FightCamp, who shares the journey from prototyping for elite athletes to creating a scalable home fitness solution, the challenges of pivoting and right-sizing during growth, and the balance between accessibility and authentic boxing training. He also discusses the future of connected fitness, hybrid training models, and how to build a passionate user community while leveraging technology to enhance engagement.
Key Takeaways:
→ Home fitness solutions must balance accessibility with the integrity of sport.
→ Connected fitness is a growing industry because an increasing number of people continue to exercise as they age.
→ Having a team of the right size is critical for operational efficiency and profitability.
→ Micro-puzzles in entrepreneurship keep problem-solving and innovation engaging.
→ FightCamp is accessible across platforms via apps and social media to foster community engagement.
Khalil Zahar is the Founder and CEO of FightCamp, the connected boxing platform that brings authentic fight training into people’s homes. Since its launch, FightCamp has raised $100 million from investors, including Y Combinator, New Enterprise Associates, and Left Lane Capital, as well as athletes and cultural icons such as Mike Tyson, Floyd Mayweather Jr., Georges St-Pierre, and Francis Ngannou.
Under Khalil’s leadership, FightCamp has become one of the most recognized brands in connected fitness, combining hardware, software, and coaching to deliver a fighter-level training experience to consumers worldwide.
Khalil is known for building products at the intersection of technology, sport, and culture, and for leading FightCamp through both hyper-growth and disciplined profitability in a challenging consumer hardware market. He’s particularly passionate about the psychology of fighters, brand-led growth, and building companies that blend performance, storytelling, and community.
Connect With Khalil:
Website: https://joinfightcamp.com/
Instagram: https://www.instagram.com/khalilzahar/
LinkedIn: https://www.linkedin.com/in/khalilzahar/
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Most high earners follow the traditional path, but true financial freedom comes from earning, saving, and strategically leveraging money.
In this episode of Sharkpreneur, Seth Greene interviews Ryan D. Lee, Founder of Wealth Outside Wall Street, who shares his journey from a six-figure corporate career to building a system for financial freedom. He also explains the three engines of wealth: earning, protecting, and generating passive income. He discusses the difference between investing and speculating, using the tax code strategically, and building a pathway to financial independence.
Key Takeaways:
→ The three engines of wealth are income, capital, and passive assets.
→ Making money is only one part; keeping money is equally critical.
→ Passive income converts saved capital into sustainable cash flow.
→ Speculating is risky; investing prioritizes safety and predictable returns.
→ Success is measured by income-generating assets, not just net worth or ROI.
Ryan D. Lee’s journey to financial freedom began with frustration and loss. A six-figure salary and a maxed-out 401(k) weren’t enough to shield him from the devastating effects of the 2008 financial crisis. Determined to find a better path, Ryan discovered a powerful combination of real estate and high-cash-value life insurance—now known as the Passive Income Machine.
Today, Ryan is a trusted mentor and speaker who has helped thousands achieve financial independence. As the co-founder of Wealth Outside Wall Street, he’s on a mission to teach individuals how to build cash-flowing assets, break free from conventional financial systems, and live a life of purpose and freedom.
Connect With Ryan:
Website: https://wealthoutsidewallstreet.com/
Instagram: https://www.instagram.com/theryandlee/
TikTok: https://www.tiktok.com/@ryan_d_lee
Facebook: https://www.facebook.com/wealthoutsidewallstreet/
LinkedIn: https://www.linkedin.com/in/ryan-d-lee-31838b304/
YouTube: https://www.youtube.com/@WealthOutsideWallStreet
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Most adults operate in survival mode far too often, limiting critical thinking, empathy, and leadership effectiveness.
In this episode of Sharkpreneur, Seth Greene interviews Dr. Eugene K. Choi, Founder & CEO of Destiny Hacks, who explains how fight, flight, and freeze responses hijack the nervous system and impede decision-making, resilience, and executive presence. He also shares practical tools for emotional regulation, accessing higher-level brain functions, and creating more effective, empathetic leadership in high-pressure environments.
Key Takeaways:
→ The brain operates in either survival mode or executive state, never both at once.
→ Chronic survival responses inhibit critical thinking and empathy.
→ Emotional pain can trigger survival responses as strongly as physical threats.
→ Awareness is the first step in shifting from a survival state to an executive state.
→ Regular practice in emotional regulation enhances leadership, problem-solving, and resilience.
Dr. Eugene K. Choi is a Transformational Leadership Coach on a mission to transform leaders, businesses, and communities. He teaches executive leaders how to achieve and sustain peak performance in high-stress, high-stakes, and high-change environments.
Dr. Eugene created a unique, science-backed process that teaches leaders to activate their executive brain, dramatically improving results and increasing clarity and focus in challenging, unpredictable situations. He has a background in clinical pharmacy, neuroscience, and business coaching, and has helped thousands of entrepreneurs and executives optimize their mindset, reduce toxic stress, and lead with greater impact.
Dr. Eugene’s expertise in audience growth has resulted in over 8 million views on his online articles and over 23 million views on his short films. He has also worked with hundreds of entrepreneurs to help them scale their businesses to generate more revenue and impact. These experiences have been critical in helping clients produce tangible results in their businesses.
Connect With Eugene:
Website: https://destinyhacks.co/
https://eugenekchoi.com
Instagram: https://www.instagram.com/eugenekchoi/
LinkedIn: https://www.linkedin.com/in/eugenekchoi/
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A business can be profitable and still leave its owner exhausted, trapped, and wondering why success feels so heavy.
In this episode of Sharkpreneur, Seth Greene interviews Andy Clark, the Creator of The Whole PIE System™, who explains how small-business owners can build profitable, impactful, and enjoyable companies without getting stuck in constant reaction mode. He also shares how owners can shift from operator to true owner by clarifying priorities, strengthening accountability, improving financial management, and building systems that support sustainable growth.
Key Takeaways:
→ Early startup effort is not sustainable long-term.
→ Profit alone doesn’t create a fulfilling business.
→ Owners must let go if they want the business to grow.
→ Finance is one of the most under-resourced business functions.
→ The Whole PIE System™ focuses on profit, impact, and enjoyment.
Andy Clark is the bestselling author and business strategist behind The Whole PIE System™, a framework that helps small business owners build more Profitable, Impactful, and Enjoyable companies. With a background in business law and two decades of advising and running businesses, Andy saw firsthand that most entrepreneurs aren’t failing for lack of effort—they’re overwhelmed by complexity and constant firefighting. Determined to offer a better path, he created a simple, practical system that helps owners get out of the weeds and lead with clarity and confidence. Since then, Andy has worked with business owners across North America to streamline operations, strengthen teams, and build businesses that grow sustainably without burning them out. His philosophy is direct: structure creates freedom, and small changes can unlock massive results. Known for making business feel achievable again, Andy gives overwhelmed founders the tools—and the belief—to reclaim their time, increase profit, and rediscover the joy in their work.
Connect With Andy:
Website: https://thewholepiesystem.com/
LinkedIn: https://www.linkedin.com/in/clarkandy8/
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As software becomes more deeply embedded in everyday life, poor quality is no longer just an inconvenience. It can become a serious business risk.
In this episode of Sharkpreneur, Seth Greene interviews Adam Sandman, Founder and CEO of Inflectra Corporation, who explains how Inflectra began by solving the problem of manual, spreadsheet-based software testing and has since evolved alongside cloud, mobile, and AI-driven technologies. He also discusses the rising stakes of software quality, the importance of clear requirements, the risks of tool fragmentation, and Inflectra's entry into a new category with AI agent testing.
Key Takeaways:
→ Software quality matters more as technology becomes embedded in daily life.
→ Inflectra was designed to make testing easier and more accessible.
→ Testing fails when companies don’t know what their systems should do.
→ Clear requirements are essential for achieving high-quality outcomes.
→ AI agents and chatbots pose new testing challenges.
Adam Sandman is a visionary entrepreneur and a respected thought leader in the enterprise software industry. As the Founder and CEO of Inflectra Corporation, Adam has dedicated his career to revolutionizing how businesses approach software development, testing, and lifecycle management.
Under Adam's leadership, Inflectra has become a global provider of award-winning solutions, including SpiraTest’s powerful test management and Rapise’s flexible automation, as well as SpiraTeam’s end-to-end traceability. He has led Inflectra’s software suite to become a global standard, empowering teams worldwide to deliver high-quality software efficiently and collaboratively. His deep technical expertise, combined with a passion for innovation, has positioned him as a trusted voice in the field, influencing trends and shaping best practices for agile development and quality assurance.
Connect With Adam:
Website: https://www.inflectra.com/
Instagram: https://www.instagram.com/inflectra.tech/
X: https://x.com/inflectra
Facebook: https://www.facebook.com/inflectra
LinkedIn: https://www.linkedin.com/company/inflectra-corporation/
YouTube: https://www.youtube.com/inflectracorporation
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Scaling is not just about selling more. It is about knowing when the business is truly ready to grow.
In this episode of Sharkpreneur, Seth Greene interviews Mark Roberge, Co-Founder & Managing Director at Stage 2 Capital, who shares lessons from helping HubSpot scale from its earliest days to IPO, including why founders often mistake early sales traction for true readiness to scale. He also discusses the role of product value, go-to-market strategy, venture capital, AI, fast-follower opportunities, and his decision to donate the book's proceeds to support mental health.
Key Takeaways:
→ Product value should take precedence over aggressive revenue growth.
→ The startup ecosystem needs greater discipline in revenue growth.
→ AI is creating major opportunities and societal challenges.
→ Fast followers often outperform first movers in the long run.
→ Founders need frameworks for scaling, not just ambition.
Mark Roberge is a Co-Founder at Stage 2 Capital, the first venture fund supported by over 1,000 top sales and marketing executives. Stage 2 has invested in more than 100 startups, helping founders with proven revenue growth strategies and experienced go-to-market leaders to accelerate their growth. He has also been a member of the teaching faculty at Harvard Business School for over a decade, designing and leading courses on sales, marketing, and entrepreneurship, mentoring thousands of student entrepreneurs, and engaging deeply with the challenges of early-stage growth. Before these roles, Mark was the fourth employee and founding CRO at HubSpot, where he built and scaled the go-to-market organization from zero revenue to a successful IPO, pioneering a data-driven, buyer-centric sales model that has since influenced go-to-market teams worldwide.
Connect With Mark:
Website: https://www.stage2.capital/
X: https://x.com/markroberge
LinkedIn: https://www.linkedin.com/in/markroberge/
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Most business owners do not lose control all at once. They lose it slowly, one missed number, one poor structure, and one reactive tax decision at a time.
In this episode of Sharkpreneur, Seth Greene interviews Peter Holtz, President of Peter Holtz CPA, who explains why traditional once-a-year accounting often leaves owners overpaying taxes, missing deductions, and making last-minute decisions that undermine long-term growth. He also explains how proactive planning, accurate books, smart business structure, margin awareness, and the right advisory team can help entrepreneurs regain control and build stronger, more profitable businesses.
Key Takeaways:
→ Business owners need proactive tax planning, not year-end panic attacks.
→ Accurate books are the foundation for better tax decisions.
→ The wrong business structure can cost owners money.
→ A good CPA should do more than fill out boxes on a tax return.
→ Tax strategy should align with the owner's, business's, and family's goals.
Peter Holtz is a seasoned CPA, entrepreneur, and tax strategist who helps business owners keep more of what they earn through proactive, year-round tax planning. With more than 20 years of experience, including time in Big 4 accounting and CFO roles for multiple companies, Peter has seen how traditional, once-a-year accounting often leaves business owners overpaying and underprepared.
After recognizing the need for a more strategic approach, Peter built multiple eight-figure accounting firms designed to help business owners outsmart the IRS without relying on aggressive loopholes or unnecessary risk. He works with owners earning $500K to $10M+ to reduce taxes, protect wealth, and turn their CPA relationship into a true profit center.
Connect With Peter:
Website: https://peterholtzcpa.com/
Instagram: https://www.instagram.com/peterholtzcpa/
Facebook: https://www.facebook.com/PeterHoltzCPA
LinkedIn: https://www.linkedin.com/company/peterholtzcpa
https://www.linkedin.com/in/peter-holtz/
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What if the reason your marketing isn’t working has nothing to do with your ads?
In this episode of Sharkpreneur, Seth Greene interviews Shamir Duverseau, Co-Founder and Managing Director at Smart Panda Labs, who explains why the post-click experience is the most overlooked yet critical part of the marketing funnel, especially for high-consideration purchases. He shares how aligning teams, applying behavioral psychology, and improving digital experiences after the click can dramatically increase conversions and overall performance.
Key Takeaways:
→ Most marketing budgets are spent before the click.
→ Trust must be established immediately after the click.
→ Relevance is the first requirement for engagement.
→ Enterprise marketing challenges are often people problems.
→ Managing stakeholders is as important as managing strategy.
Shamir Duverseau is a cofounder and Managing Director at Smart Panda Labs, a technical marketing agency for enterprise BwC brands. Throughout his career, he has worked across industries, including travel, entertainment, and technology, with brands such as Southwest Airlines, The Walt Disney Company, and NBCUniversal. Over the past 25+ years in marketing, Shamir has held leadership roles overseeing product management, digital strategy, user experience design, web development, testing, and web analytics. Before joining Smart Panda Labs, Shamir was the Senior Director of Digital Strategy and Services for Marriott International’s Vacation Club Division.
Connect With Shamir:
Website: https://smartpandalabs.com/
Facebook: https://www.facebook.com/smartpandalabs
LinkedIn: https://www.linkedin.com/company/smart-panda-labs/
YouTube: https://www.youtube.com/@smartpandalabs7668
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What if one piece of content could open doors to opportunities you never imagined?
In this episode of Sharkpreneur, Seth Greene interviews Shiloh Rodriguez, a Music Composer, Producer, & Songwriter, who shares how he strategically uses Instagram to reach decision-makers, build relationships, and create opportunities without relying heavily on paid ads. He explains how consistency, targeting specific individuals, and delivering value upfront have helped him turn creative content into real-world business results.
Key Takeaways:
→ Social media can be used to target specific decision-makers.
→ Finding a “wave” of content that works is critical for growth.
→ Organic reach can outperform paid ads when used strategically.
→ Delivering value upfront helps open doors to new opportunities.
→ Long-term success comes from consistent execution and visibility.
Shiloh Rodriguez, a music composer, producer, and songwriter, is using the modern marketplace to build a career on his own terms. Through social media and original composition, Shiloh is turning creativity into opportunity and showing what’s possible for today’s artists.
Connect With Shiloh:
Website: https://shilohaudio.com
Instagram: https://www.instagram.com/shilohrodriguez
TikTok: https://www.tiktok.com/@shilohaudio?lang=en
YouTube: https://www.youtube.com/channel/UCo8tj4rp-j9eWcUPTTdTMYg/videos
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What if the platform you think is too expensive is actually your most profitable channel?
In this episode of Sharkpreneur, Seth Greene interviews Anthony Blatner, Managing Director at Speedwork Social, who explains how LinkedIn advertising has evolved and why it often delivers higher-quality leads despite higher upfront costs. He shares new strategies, including thought-leader ads, improved attribution tracking, and ways B2B marketers can use LinkedIn to drive demand and scale their pipelines more effectively.
Key Takeaways:
→ LinkedIn is best for reaching niche professionals at scale.
→ Cost per quality is more important than cost per click.
→ Personal LinkedIn profile ads outperform company page ads.
→ LinkedIn was less affected by iOS tracking changes than Meta.
→ AI is changing how marketers design and analyze campaigns.
Anthony Blatner is the Founder and Managing Director of Speedwork Social. This LinkedIn-focused B2B growth agency helps mid-market and enterprise SaaS companies drive revenue through high-performance LinkedIn advertising. Anthony also hosts the LinkedIn Ads Radio podcast, where he interviews LinkedIn product leaders and top B2B marketers about what is working on the platform today. He is a LinkedIn Learning Instructor for B2B Marketing on LinkedIn and teaches LinkedIn Ads Smart Tips & Tricks.
Connect With Anthony:
Website: https://speedworksocial.com/
LinkedIn: https://www.linkedin.com/in/anthonyblatner/
https://www.linkedin.com/company/speedwork/
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What if the financial advice you’ve been following is holding you back?
In this episode of Sharkpreneur, Seth Greene interviews Garrett Gunderson, Wealth Liberation Expert and Best-Selling Author, who challenges traditional financial advice and explains why entrepreneurs need a fundamentally different approach to money, investing, and growth. He shares how mindset, cash flow strategy, and investing in yourself can create sustainable wealth and true financial independence.
Key Takeaways:
→ Scarcity thinking leads entrepreneurs to shrink rather than grow.
→ Traditional financial advice often conflicts with entrepreneurial success.
→ Financial independence comes from consistent cash flow, not just from assets.
→ Investing in skills and capabilities often outperforms traditional investments.
→ Focus drives growth, whereas diversification protects wealth.
Garrett Gunderson helps entrepreneurs build wealth with less stress, without sacrifice, and without being suffocated by spreadsheets that look like they were designed by NASA. Known as “Money Jesus,” Garrett uses humor, storytelling, and practical strategy to make money actually make sense. His Amazon Prime comedy special, The American Ream, proves he can turn even the driest financial concepts into something hilarious and unforgettable while still delivering life-changing insight. He’s also a rare advisor who helps entrepreneurs save on taxes and keep way more of what they earn without cutting back.
Garrett started his first business at 15 and earned the SBA Young Entrepreneur of the Year award. He later entered the field of finance. He quickly realized the truth: no one teaches entrepreneurs the wealth strategies that actually work. After navigating the 2000 crash with brutal honesty, he devoted his life to studying what the wealthy really do, which led to his signature Rockefeller Method. Today, he helps entrepreneurs achieve financial freedom without sacrificing the life they’re building.
Connect With Garret:
Website: https://garrettgunderson.com/
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The real reason your business isn’t scaling may surprise you.
In this episode of Sharkpreneur, Seth Greene interviews Robert Indries, Managing Partner at Elkridge Advisors, who explains how his firm helps business owners grow, optimize, and ultimately exit by identifying systemic issues, improving operations, and increasing company valuation. He highlights the critical roles of financial analysis, operational independence, and an outside perspective in transforming a business into a scalable, sellable asset.
Key Takeaways:
→ Scaling is easier when starting from an established revenue base.
→ Every recurring issue in a company indicates a missing system.
→ A business that depends on the owner is not yet a true asset.
→ External guidance is necessary to break through growth plateaus.
→ Real growth comes from optimizing structure, not just increasing revenue.
Robert Indries is an internationally recognized entrepreneur and business strategist who has generated over $500 million in results for his clients over the past decade. Featured by Entrepreneur.com as an “International Tycoon,” he owns eight businesses producing consistent seven-figure revenues, with operations spanning four continents and serving thousands of clients worldwide. With a background in hardware engineering, Robert has led more than 200 innovative projects across 19 industries, helping companies improve key performance metrics and achieve strong returns. He has traveled over 100,000 miles to deliver keynote presentations in three languages to audiences around the globe. Today, he leverages his expertise in engineering and scalable systems to help clients maximize value in mergers and acquisitions. A devoted family man, Robert prioritizes meaningful time with his loved ones.
Connect With Robert:
Website: https://elkridgeadvisors.com/
LinkedIn: https://www.linkedin.com/in/robertindries/
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What if your “profit” figure is giving you a false sense of security?
In this episode of Sharkpreneur, Seth Greene interviews Jay Aldebert, Chief Growth Officer at International Services, Inc., who explains that traditional accounting often overlooks critical financial realities, including debt service, working capital, and true profit requirements. He also shares how his system helps business owners uncover hidden financial gaps, improve decision-making, and build stronger, more sustainable companies.
Key Takeaways:
→ Most business owners treat profit as an afterthought rather than a necessity.
→ Accounting focuses on history, while finance focuses on what a business needs to do to survive.
→ Debt service is often overlooked in profit calculations but is critical to survival.
→ Financial reports are lagging indicators and don’t inform real-time decisions.
→ Every business has a minimum required profit determined by its financial structure.
Jay Aldebert is the architect behind a growing movement to replace traditional accounting as the primary decision-making system for business owners. After 25 years inside a $250 million consulting organization and conducting more than 86,000 field analyses, Jay concluded that most owners operate in financial fog, relying on backward-looking reports that fail to guide the future. He created Return to Owner (RTO), a performance system focused on operational control, profit engineering, and exit readiness—measuring success by what the owner actually takes home.
Drawing on one of the largest real-world datasets of privately held businesses, Jay has identified why companies stall and profits disappear. Through his platform Profit by Design, he helps owners gain clarity, increase profitability, and build businesses that deliver real financial outcomes.
Connect With Jay:
Website: https://profitbydesignconsulting.com/
Instagram: https://www.instagram.com/jayaldebert/
TikTok: https://www.tiktok.com/@jay.aldebert
LinkedIn: https://www.linkedin.com/in/jaybaldebert/
YouTube: https://www.youtube.com/@jay_aldebert
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