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Daniel Reese is my final guest on the CEO series with early career CEOs. Daniel acquired IntellaTriage in November 2019 after a military career and searching with a distinct thesis. IntellaTriage handles after-hours calls for providers, senior living businesses, and others with a remote nursing team.

Daniel and I talk about growing a business that felt very much like a startup early on, advice for new CEOs, scaling teams, and finding a balance in his life as CEO. We also talk about working on submarines, which could be an entire podcast in its own right.

Listen weekly and follow the show on Apple Podcasts, Spotify, Google Podcasts, Stitcher, Breaker, and TuneIn. 

Links:

Daniel on LinkedIn

IntellaTriage

Traction by Gino Wickman

Scaling Up by Verne Harnish

Carl Streck on Think Like an Owner

Topics:

(4:09) - Daniel’s Military career

(6:57) - What was the thesis behind your Search?

(8:49) - What was the state of the business when you took over and what did your first 6 months look like?

(10:47) - How was management structured upon acquisition and how did you adjust it?

(12:01) - How did you prioritize hiring for management positions?

(13:19) - What do you feel went well in the first 2 years of ownership and what went poorly?

(15:08) - What did you need to do to enable revenue growth?

(16:34) - What decisions were made in the first 2 years to set up this growth you’re having now?

(18:07) - Has client communication improved your customer churn?

(21:18) - Do you have any feedback mechanisms with customer communication?

(23:28) - How has your ability to focus on long-term projects changed?

(25:22) - How do you go about setting goals?

(26:45) - Has the business changed dramatically since your acquisition?

(28:04) - What needs to happen to scale the company?

(29:22) - How has your life changed since becoming CEO?

(31:31) - How do you approach the way you phrase things to your team as the CEO?

(36:35) - What advice do you offer early-career CEOs?

(38:36) - What do you consider when putting together a board?

(40:11) - What strongly held belief have you changed your mind on?

(41:38) - What’s the best business you’ve ever seen?