Wealth Strategy Secrets of the Ultra Wealthy Podcast

Build Cash-Flowing Businesses: Systems, KPIs & Exit Readiness

Oct 8, 2025
Join Tanner O'Brien, a seasoned business coach and partner in a family-owned ActionCOACH franchise, as he shares his entrepreneurial journey from fitness to finance. He highlights the significance of measuring KPIs to identify bottlenecks and make informed decisions. Learn practical frameworks for building systems, achieving team alignment, and creating a business that thrives without relying on its owner. Tanner also discusses the importance of profitability targets for exit planning and advises on avoiding common pitfalls like premature hiring.
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ANECDOTE

From Trainer To Family Franchise Partner

  • Tanner recounts moving from personal training to chamber work, banking, and then joining his family's ActionCOACH franchise.
  • He describes near-cash runs, hiring/firing, merging and splitting partnerships while scaling over five years.
ADVICE

Follow A Six-Step Build Framework

  • Use ActionCOACH's six-step framework: mastery, niche, leverage, team, and results to build a scalable business.
  • Progress from setting destination and delivery to systems, leadership, and duplication for a business that runs without you.
INSIGHT

Numbers Tell The Business Story

  • Lack of visibility into numbers is the single biggest mistake owners make.
  • Knowing margins, acquisition costs, and lifetime value reveals where fixes will have the biggest impact.
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