Advertise on podcast: Know Your Why Podcast with Dr.Jason Balara

In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Ron Kmetovicz, an engineer, entrepreneur, and financial mentor whose journey from a Pennsylvania farm to the halls of HP Labs and beyond shaped a uniquely practical approach to business strategy and financial independence. Ron shares how a lifetime of entrepreneurial influences — combined with deep technical expertise and a passion for mentorship — led him to dedicate himself to empowering young people with the financial literacy tools they need to build wealth early. At the heart of his mission is a deceptively simple concept: the "ghost account," a strategy designed to help young individuals create a second source of income and lay the foundation for lasting financial independence with minimal debt. Key Highlights: Ron's path from growing up on a Pennsylvania farm to building a career at HP Labs and transitioning into consulting How his engineering background shaped the technical and business insight that drives his consulting and mentorship work Why confidence in oneself is one of the most underrated foundations of entrepreneurial success The "ghost account" concept — what it is, how it works, and why starting it in your teens or twenties can lead to significant long-term wealth The power of combining minimal debt with multiple revenue streams as a strategy for achieving financial independence Why teaching financial literacy to young people early is one of the highest-impact forms of mentorship How building passive income streams can eventually create a life of financial freedom and flexibility Ron's mission is refreshingly straightforward — pass on simple, proven strategies that the next generation can act on today. His work is a powerful reminder that financial independence isn't reserved for the privileged few, but for anyone willing to start early, stay disciplined, and make informed decisions about money. Get in touch with Ron: Ron’s book: https://www.amazon.com/Ghost-Money-Pathway-Financial-Independence/dp/B0FT1F3242 If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

In this episode of the Know Your Why Podcast, Dr. Jason Balara reconnects with Brian Briscoe, a military veteran turned multifamily investor, for an honest and grounded conversation about navigating one of the most turbulent periods in recent real estate history. Brian reflects on the lessons learned from economic headwinds that tested even experienced investors, and shares how those challenges reshaped his approach to market selection, debt strategy, and operational control. From his pivot toward Salt Lake City to rethinking how risk is managed at the deal level, this conversation offers hard-won insight for anyone serious about building a resilient multifamily investment portfolio. Key Highlights:  Brian's journey from military service to building a multifamily investment portfolio Why he shifted his market focus from the Southeast to Salt Lake City and what drove that decision How recent economic headwinds exposed vulnerabilities in multifamily investments and what investors can learn from them The critical role of debt structure and the often-overlooked impact of prepayment penalties on investment outcomes Strategies for maintaining operational control as a key lever for risk mitigation in multifamily investing Key lessons Brian took away from navigating market downturns and how they reshaped his investment approach His outlook on where multifamily real estate is headed and which market dynamics investors should be watching closely Brian's story is a testament to the value of adaptability and hard-won experience. The economic headwinds of recent years have been a difficult teacher for many investors, but for those willing to reflect, adjust, and apply the right lessons, the path forward in multifamily investing remains full of opportunity. Get in touch with Brian: LinkedIn: https://www.linkedin.com/in/brian-briscoe-ut/ Free trial: https://www.thetribeoftitans.com/plans/206500?bundle_token=1e99da9eb2927e932c28134c822174d8&utm_source=manual If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with August Biniaz, co-founder of CPI Capital, who shares his remarkable journey from Iran to Canada and ultimately into the US real estate market. August offers a candid look at how he developed his investment philosophy across multifamily and build-to-rent sectors, and what Canadian investors need to understand before entering US markets. From navigating cross-border legal and tax structures to identifying the right partners on the ground, this conversation is an invaluable guide for any investor looking to expand their real estate strategy across borders and asset classes. Key Highlights: August's personal journey from Iran to Canada and how real estate became his professional language early on Key legal and tax considerations every investor must address before structuring a cross-border investment How the build-to-rent sector evolved post-Global Financial Crisis and why institutional involvement has fueled its growth The demographic and lifestyle trends driving demand in the build-to-rent space and how it differs from traditional multifamily Critical differences between Canadian and US real estate markets, including how rent control laws impact investment strategy Why partnering with local experts and developers is essential for reducing risk in cross-border real estate deals How Canadian investors can structure access to US syndication and multifamily opportunities through limited partnership models The importance of defining your personal "why" as the foundation of a clear and sustainable real estate investment strategy August's story is a powerful example of how curiosity, cross-border thinking, and the right partnerships can open doors that most investors never consider. Whether you're a seasoned syndicator or just exploring US markets for the first time, his insights offer a practical and strategic roadmap for building wealth through real estate on an international scale. Get in touch with August: Website: https://cpicapital.com/ LinkedIn: ​​https://www.linkedin.com/in/augustbiniaz/ Instagram: https://www.instagram.com/augustbiniaz/ Facebook: https://www.facebook.com/soheil.biniaz If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Dean Curtis, CEO of Ingage, who took an unconventional path from math teacher to tech entrepreneur to build a platform transforming how home improvement companies approach sales. Dean shares how his background in education shaped his approach to sales training and content enablement, and why so many home services companies struggle to scale without a structured, repeatable sales process. From virtual appointments to pre-qualification strategies, this conversation offers a practical look at what it takes to modernize and measure sales effectiveness in the home improvement industry. Key Highlights: Dean's unconventional career journey from math teacher to CEO of a SaaS sales enablement platform How Engage is transforming the home improvement sales process through content and structured training The role of virtual appointments and pre-qualification in creating a more efficient home services sales experience Why a scalable, repeatable sales process is the foundation of growth for both small and large home improvement companies How content enablement tools help sales teams deliver more consistent and compelling presentations The importance of measuring sales process effectiveness and using data to drive continuous improvement Key lessons from Dean's transition into tech entrepreneurship and building a platform from the ground up Dean's journey is a reminder that some of the best entrepreneurs come from the most unexpected backgrounds. His ability to translate the principles of teaching into a scalable sales training and content platform is a testament to the power of applying transferable skills in new and innovative ways. Get in touch with Dean: Website: https://ingage.io/ Email: [email protected] Instagram: https://www.instagram.com/deancurtis23/ LinkedIn: https://www.linkedin.com/in/deanc23/ If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠

In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Rick Ivanovich, a seasoned entrepreneur and leadership guide who has spent decades helping founders and CEOs not just survive change — but shape it. Rick shares his personal entrepreneurial journey, from early failures to finding purpose, and introduces the powerful metaphor of building a personal and professional "castle" as a framework for life balance and resilience. Drawing on lessons learned through COVID-19 and decades of navigating volatile business environments, Rick unpacks what it truly means to lead with purpose during what he calls "business as unusual" — and the practical playbooks he has developed to help leaders thrive in an unpredictable world. Key Highlights: Rick's entrepreneurial journey from early failures to building a platform for founder and CEO development The "building a castle" metaphor as a practical framework for achieving balance across life and business Leadership lessons drawn from navigating crises, including the seismic shifts brought on by COVID-19 How the evolution of work in a post-pandemic world has redefined what effective business strategy looks like The story behind Rick's book Business as Unusual and the insights that inspired it Practical playbooks and resources Rick has developed specifically for founders and CEOs facing volatility Why discovering your personal "why" is the essential foundation for purposeful and resilient leadership Rick's message is a timely one — in a world where change is the only constant, the leaders who thrive are those who build strong foundations, embrace innovation, and lead with a clear sense of purpose. His resources and frameworks offer a real-world roadmap for any entrepreneur ready to turn uncertainty into opportunity. Get in touch with Rick: Website: https://rickyvanovich.com/ LinkedIn: https://www.linkedin.com/in/rickyvanovich/ YouTube: https://www.youtube.com/c/RickYvanovich Twitter: https://twitter.com/RickYvanovich Facebook: https://www.facebook.com/yvanovich Instagram: https://www.instagram.com/RICKYVANOVICH2/ If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Will Harvey, a seasoned real estate investor who has navigated his way from loan officer to managing multiple real estate funds and exploring opportunities across hard money lending, syndication, multifamily, and the public markets. Will shares an honest account of the trial and error involved in finding the right niche in real estate, the advantages of hard money lending for both borrowers and investors, and how intellectual curiosity led him to uncover mispriced assets in places most investors overlook. The conversation takes a deeper turn as Will reflects on the investment philosophy of Warren Buffett, the importance of deep thinking in identifying opportunity, and why wealth — at its core — should be viewed as a tool for creating meaningful impact in the world. Key Highlights: Will's journey from loan officer in 2015 to building a diversified real estate investment portfolio How trial and error led him to find his niche across hard money lending, multifamily, and public market investing Why hard money lending offers unique advantages in speed, flexibility, and passive income potential How to identify mispriced assets in public markets by applying real estate fundamentals and deep thinking The role of intellectual curiosity in uncovering investment strategies others tend to overlook Lessons drawn from Warren Buffett's philosophy — simplicity, focus, and taking time to think Why the most successful investors prioritize reflection over reaction in their decision-making The importance of understanding hard assets and avoiding the trap of chasing market trends How Will thinks about the purpose behind wealth accumulation and using financial success to make a positive impact Will Harvey's story is a compelling reminder that the path to smart investing is rarely linear. Whether navigating real estate operations, hard money lending, or public markets, success comes down to intellectual curiosity, self-awareness, and a clear sense of purpose behind the pursuit of financial stability and wealth. Get in touch with Will: Website: https://harvey-capital.com X: https://x.com/wharvey93 If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Steven Carroll, founder of Kelso Industries, who shares his remarkable journey from growing up on a farm to building a thriving company in the HVAC and mechanical, electrical, and plumbing space. Steve reflects candidly on the early challenges of entrepreneurship, how failures shaped his approach to leadership, and why a partnership model has proven far more effective for Kelso Industries than traditional business acquisitions. This conversation dives into the power of relationships in the trades industry, the complexities of navigating licensing and compliance, and Steve's vision for Kelso Industries as a comprehensive, one-stop solution for customers across the MEP space. Key Highlights: Steve's path from farm life and construction to founding Kelso Industries How early failures shaped his leadership philosophy and approach to business growth Why a partnership model drives more sustainable growth than traditional acquisitions in the trades industry The critical role relationships play in building a successful business in HVAC and the broader MEP space How Kelso Industries expanded beyond HVAC to become a full mechanical, electrical, and plumbing solutions provider The challenges of navigating licensing and compliance across the trades industry Why succession planning is a cornerstone of Kelso Industries' long-term strategy How Steve's approach to supporting partners allows them to thrive doing what they love Steve Carroll's story is a powerful example of what patient, relationship-driven entrepreneurship can build over time. With a clear vision, a people-first partnership model, and a commitment to succession planning, the future of Kelso Industries looks as strong as the trades it serves. Get in touch with Steven: Website: https://kelso-industries.com LinkedIn: https://www.linkedin.com/in/stevenhcarroll If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Danny Bobrow, a seasoned healthcare marketing expert whose career spans decades of helping dental, veterinary, and medical practices grow through ethical persuasion, human connection, and smarter communication. Danny traces the evolution of healthcare marketing from traditional methods to today's digital landscape, and makes a compelling case for why the most powerful marketing tool any practice has is still the human relationship. From converting leads into loyal patients to standing out in an increasingly crowded marketplace, this conversation is packed with actionable insight for any healthcare professional serious about sustainable practice growth. Key Highlights: How healthcare marketing has evolved from traditional strategies to digital and AI-driven approaches since 1989 Why human connection and empathy remain the most powerful differentiators in a crowded healthcare marketplace The three C's of Danny's persuasion blueprint — caring, connection, and collaboration — and how they drive patient trust How the brain's limbic system influences patient decision-making and what that means for healthcare communication The role of referral strategies and personal relationships in driving consistent, long-term practice growth Why the front desk is the first and most critical line of empathy in any patient interaction Strategies for converting leads into patients while maintaining transparency, accountability, and measurable ROI The art of active listening and how it builds the trust required for lasting patient-provider relationships How ethical persuasion and authentic empathy set practices apart in dental, veterinary, and broader healthcare marketing Danny's work is a powerful reminder that no digital strategy can replace the impact of genuine human connection. When practices lead with empathy, communicate with clarity, and build relationships rooted in trust, growth becomes a natural outcome. Get in touch with Danny: Website: https://www.dannybobrow.com/ LinkedIn: https://www.linkedin.com/in/dannybobrow Facebook: https://www.facebook.com/danielabobrow Instagram: https://www.instagram.com/danielabobrow YouTube: https://www.youtube.com/watch?v=cMhNNRCNpFI Twitter: https://twitter.com/dannebobrow If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Tyler Osborne, a financial educator and public speaker whose journey from a challenging upbringing in San Jose, California to building a successful entrepreneurial career in personal finance is nothing short of inspiring. Tyler opens up about the role mentorship played in shaping his money mindset, how faith fueled his leap from JP Morgan into entrepreneurship, and why having a clear "why" is the foundation of both business strategy and family balance. This conversation is a powerful blend of life lessons, financial education, and honest reflection on what it means to build a legacy while staying intentional about the things that matter most. Key Highlights: How Tyler's background in sports laid the groundwork for discipline and resilience in entrepreneurship His unexpected path from aspiring marriage counselor to financial educator helping couples navigate money challenges The importance of having a financial safety net and a solid plan before making the leap into entrepreneurship Overcoming a scarcity mindset and fear as critical steps toward long-term business success How structure, scheduling, and intentionality help Tyler maintain family balance while running a business Tracking progress across all areas of life as a tool for personal growth and accountability Why delegating tasks and focusing on your strengths is essential for scaling a business The role of health and fitness in sustaining the energy and mindset required for entrepreneurial success Tyler's story is a testament to the transformative power of mentorship, faith, and a clearly defined purpose. His commitment to leaving a legacy — for his family and future generations — serves as a powerful reminder that true entrepreneurial success goes far beyond financial achievement. Get in touch with Tyler:  Website: https://moneymasternation.com/ Instagram: https://www.instagram.com/moneymaster408/ LinkedIn: https://www.linkedin.com/in/tyler-osborne-854064a0/ TikTok: @Moneymaster408 If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Dr. Tom DuFore to explore the world of franchising from both sides of the table. Dr. Tom breaks down why business owners choose to franchise as a growth strategy, what it truly takes to determine if a business is franchisable, and how entrepreneurs can navigate the process of turning a successful small business into a scalable franchise model. From building the right business systems to understanding the responsibilities of a franchisor, this conversation is an essential listen for any entrepreneur curious about franchising as a path to business growth and community impact. Key Highlights: Why entrepreneurs choose franchising as a strategic vehicle for business growth How to assess whether your business model is truly franchisable The step-by-step process of turning a small business into a franchise The critical role of systems and operational structure in successful franchising Key differences between the responsibilities of a franchisor and a franchisee How local franchise ownership creates meaningful community impact Common challenges business owners face when transitioning into the franchisor role What aspiring franchisees should look for when evaluating a franchise opportunity Franchising is far more than a growth strategy — it's a commitment to building systems, empowering others, and creating lasting impact at the community level. Dr. Tom DuFore's insights offer a clear and honest look at what it takes to succeed on both sides of the franchise relationship. Get in touch with Tom: Website: https://bigskyfranchiseteam.com LinkedIn: https://linkedin.com/in/tomdufore Company LinkedIn: https://www.linkedin.com/company/big-sky-franchise-team Instagram: https://instagram.com/bigskyfranchise Facebook: https://facebook.com/BigSkyFranchiseTeam YouTube: https://www.youtube.com/@bigskyfranchiseteam If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Ben Reinberg, a seasoned commercial real estate entrepreneur who has built his success through disciplined market selection, smart asset class choices, and an unwavering commitment to continuous learning. Ben walks through his entrepreneurial journey and shares the investment strategies and core principles that have guided his approach to wealth building in commercial real estate. From understanding market fundamentals to leveraging mentorship and adapting to shifting market cycles, this conversation is packed with practical insight for anyone looking to grow through real estate. Key Highlights: Ben's entrepreneurial journey and how he built his foundation in commercial real estate How to evaluate and select the right markets based on strong fundamentals The role of asset class selection in building a resilient real estate portfolio Why vertical integration and bringing services in-house can create a significant competitive advantage The impact of mentorship and continuous education on long-term business growth How to adapt investment strategies when navigating changing market cycles Key trends shaping the future of commercial real estate and what investors should watch Ben's approach to commercial real estate is a masterclass in intentional wealth building — rooted in sound market fundamentals, the right mentorship, and a willingness to evolve. Get in touch with Ben: Website: https://www.benreinberg.com/ Linketree: https://www.benreinberg.com/link-tree If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Dustin Fusillo, who shares his wide-ranging journey from his early working days in Florida to navigating the worlds of politics, entrepreneurship, and cutting-edge AI business strategy. Dustin reflects on how a diverse career path and a series of hard-won life experiences shaped his resilience and adaptability as an entrepreneur. The conversation explores how adversity can become a catalyst for personal growth, and how today's business owners can harness the transformative power of AI to sharpen their strategy and stay ahead in an ever-changing landscape. Key Highlights: Dustin's diverse career journey, from early work experiences in Florida to entrepreneurship and beyond How navigating politics shaped his perspective on leadership and resilience The role adversity plays in building the grit required for long-term entrepreneurial success Using AI as a practical and strategic business tool in today's competitive environment The importance of adaptability and continuous learning throughout a nonlinear career path How entrepreneurs can leverage AI to refine business strategy and improve decision-making Key mindset shifts that helped Dustin pivot and grow across multiple industries Dustin's story is a compelling reminder that there is no single path to entrepreneurial success. Whether facing setbacks or embracing new technologies like AI, the ability to adapt, learn, and push forward is what ultimately defines a resilient entrepreneur. Get in touch with Dustin: Website: https://www.fusillo.us/ LinkedIn: https://www.linkedin.com/in/fusillo/ If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Adam Salmen, who shares his remarkable journey from real estate finance to leading UMECC, a global industrial company, through strategic business acquisitions. Adam opens up about the challenges and rewards of navigating global manufacturing and the steel industry, offering a candid look at what it truly takes to build and lead a company with an international footprint. This conversation dives deep into how international experience shapes leadership, why understanding the global supply chain is essential for entrepreneurial success, and what it takes to thrive in the world of industrial equipment and manufacturing. Key Highlights: Adam's transition from real estate finance to global industrial manufacturing How strategic business acquisitions fueled UMECC's international growth The role of international experience in shaping effective business leadership Navigating the complexities of the global supply chain in industrial sectors Trends and challenges shaping the steel industry and global manufacturing today Key lessons learned from leading a company across international markets The mindset and traits required to succeed in global entrepreneurship As Adam's story makes clear, success in international business demands curiosity, adaptability, and a willingness to lead through complexity. His journey from real estate finance to the global industrial stage is a testament to what's possible when entrepreneurship meets a truly global perspective. Get in touch with Adam: Website: https://umecc.com/ Website: https://novastone-ca.com/ LinkedIn: https://www.linkedin.com/in/adam-salmen-131a675/ If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Marvin Karlow, a former physicist turned successful business owner and M&A advisor, to explore the world of buying, selling, and valuing small to mid-sized businesses. Marvin shares how his background in physics shaped his analytical approach to entrepreneurship and deal-making, and why proper preparation and representation are critical when navigating a business exit. Whether you're a first-time seller or a seasoned entrepreneur, this conversation offers a roadmap for maximizing your business sale value and approaching the M&A process with the right mindset. Key Highlights: Marvin’s transition from physics to entrepreneurship and M&A advisory The fundamentals of buying and selling small to mid-sized businesses Why early preparation is critical for a successful business exit The role of proper representation in navigating the deal process Key drivers that influence small business valuation Strategies to increase business value before going to market The importance of building systems that make a business transferable Common mistakes business owners make when preparing for a sale The emotional and strategic challenges of exiting a business Traits and mindset of successful entrepreneurs during transitions Getting a business sale right requires equal parts strategy, preparation, and mindset. Marvin's journey is a powerful reminder that entrepreneurs who approach the deal process with clarity and the right team around them are far better positioned to achieve the exit they've worked so hard for. Get in touch with Marvin: Email: [email protected] LinkedIn: linkedin.com/in/marvinkarlow If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

In this episode of the Know Your Why Podcast, Dr. Jason Balara speaks with Brian Samson about his transition from tech startup recruiting into the world of nearshoring and global talent. Brian breaks down how businesses are leveraging offshore talent in Latin America to scale efficiently, improve collaboration, and stay competitive in a rapidly evolving market. He discusses both the opportunities and challenges of nearshoring, while also highlighting how AI is transforming business operations, hiring, and team dynamics. The conversation provides a practical look at how companies can rethink talent, technology, and growth in a more connected global economy. Key Highlights: Brian’s journey from tech startup recruiting to nearshoring Why Latin America is a growing hub for offshore talent Key benefits of nearshoring for business growth and scalability Challenges companies face when building remote global teams How AI is reshaping hiring, operations, and productivity The importance of communication and cultural alignment in remote work Leveraging global talent to stay competitive in modern markets Entrepreneurship opportunities within distributed workforce models Brian’s insights highlight that the future of business is increasingly global and technology-driven. By embracing nearshoring and integrating AI thoughtfully, companies can build stronger, more agile teams while unlocking new opportunities for sustainable growth. Get in touch with Brian: Website: https://plugg.tech/ Podcast: https://www.nearshorecafepodcast.com/ Podcast: https://www.youtube.com/@NearshoreCafePodcast Instagram: https://www.instagram.com/plugg_technologies/ Facebook: https://www.facebook.com/profile.php?id=61560663554554 LinkedIn: https://www.linkedin.com/in/briansamson/ If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/