Building Margin

Steve Coughran
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Nov 15, 2023 • 36min

29: Delivering an Exceptional Customer Experience with David Arato

Want to grow your business? Download your free roadmap today: coltivar.com/growth Join host Steve Coughran as he sits down with David Arato, the remarkable founder of Gelato 101, California's premier gelato destination. Discover the strategies that propelled Gelato 101 to become a beloved brand known for its exceptional customer experience. David shares insights on training staff, sourcing the finest ingredients, and incorporating customer feedback to continuously improve. Tune in to this engaging conversation and be inspired by the entrepreneurial wisdom of David Arato, as he takes you on a journey through the world of bootstrapping success and the pursuit of excellence in the realm of gelato. Don't miss out on valuable lessons and actionable strategies for your own business ventures. Listen to Business Strategy now!Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com
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Nov 8, 2023 • 18min

28: How I Use Strategy to Turnaround Struggling Companies

Want to grow your business? Download your free roadmap today: coltivar.com/growth Steve dives into the five crucial steps he takes to turn around struggling companies. With an informative and educational approach, Steve emphasizes the importance of measuring and benchmarking financial performance as the first step towards identifying areas of improvement. He then delves into defining the strategic problems and setting initiatives and a shared vision to guide the company towards success. Steve emphasizes the significance of creating a comprehensive go-forward plan and deploying resources effectively while building high-performing teams. Finally, he highlights the necessity of monitoring and measuring success to ensure continuous growth and progress. Through clear and concise language, supported by statistics and anecdotes, Steve engages his listeners and guides them towards implementing these steps for long-term value creation.Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com
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Nov 1, 2023 • 53min

27: The Grind, Grit, and Rewards of Entrepreneurship with Bruce Kraynak

Want to grow your business? Download your free roadmap today: coltivar.com/growth In this episode, Steve Coughran talks with Bruce Kraynak, founder of Systems Plumbing, about "The Grind, Grit, and Rewards of Entrepreneurship." Bruce shares his journey of starting a business, finding the right partner, and balancing work and home life. Tune in for valuable insights and inspiration for your entrepreneurial path.Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com
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Oct 25, 2023 • 43min

26: ESOP Planning Essentials with Michael Bannon

Want to grow your business? Download your free roadmap today: coltivar.com/growth In this episode, Steve Coughran talks with Michael Bannon, VP of CSG Partners, about "The Essentials of ESOP Planning." They discuss what an ESOP is, its benefits, and which companies are best suited for it. Michael outlines the steps for setting up an ESOP, legal requirements, and how to align it with long-term goals, while avoiding common pitfalls. This episode provides a clear understanding of ESOP planning to help businesses make informed decisions on employee ownership.Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com
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Oct 18, 2023 • 48min

25: The Ins and Outs of Strategic Finance with Keith Downham

Want to grow your business? Download your free roadmap today: coltivar.com/growth In this episode, Steve Coughran is interviewed by Keith Downham, Co-Founder of Coltivar Growth Partners, on "The Ins and Outs of Strategic Finance." They discuss Steve's entrepreneurial journey, the synergy between strategy and finance, and the difference between a strategic CFO and a traditional CFO. This insightful conversation offers valuable lessons on how strategic finance drives long-term business success. Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com
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Oct 11, 2023 • 50min

24: Be Strategic or Be Gone with Rich Horwath

Want to grow your business? Download your free roadmap today: coltivar.com/growth In this episode, Steve Coughran hosts Rich Horwath, CEO of the Strategic Thinking Institute, to explore the critical role of strategic thinking in today’s volatile business world. They discuss common strategic missteps, the concept of Strategic Fitness, and how strategic leadership drives long-term value and team performance. Tune in for real-life examples and insights on strategy, tactics, and measuring success. Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com
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Oct 4, 2023 • 45min

23: How Momentum and Speed Make or Break a Startup with Thomas Walle

Want to grow your business? Download your free roadmap today: coltivar.com/growth In the latest episode of the Business Strategy podcast, host Steve Coughran dives deep into the world of startups with a special guest, Thomas Walle, the CEO of Unacast. Together, they explore the critical role that momentum and speed play in the success or failure of a startup. Throughout the conversation, Walle shares valuable insights on how to harness momentum by implementing OKRs (Objectives and Key Results) to align the organization and achieve desired results. They also discuss the comparison between OKRs and Coltivar's proprietary IARs systems (Initiatives, Actions, and Results). Additionally, Coughran and Walle provide expert advice on kickstarting a quarter to gain an advantageous head start and cultivating a culture of urgency within a startup environment. Tune in to this captivating episode to discover the secrets behind making or breaking a startup through strategic momentum and lightning-fast execution.Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com
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Sep 27, 2023 • 15min

22: Defining Your Strategic Problem

Want to grow your business? Download your free roadmap today: coltivar.com/growth In this episode, hosted by Steve Coughran, listeners are enlightened about the criticality of clearly identifying their strategic problem. Steve emphasizes that understanding and articulating the strategic problem at hand is fundamental to pursuing the right initiatives that will effectively overcome the challenge. By defining the strategic problem, businesses can align their resources, efforts, and strategies towards addressing the core issue. This comprehensive approach enables organizations to build resiliency, adapt to market changes, and maximize firm value in the long run. Steve's insightful discussion underscores the significance of a strategic problem as the foundation for developing impactful solutions and driving success in today's dynamic business landscape.Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com
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Sep 20, 2023 • 25min

21: Crafting an Ideal Customer Profile

Want to grow your business? Download your free roadmap today: coltivar.com/growth In this episode, hosted by Steve Coughran, listeners are guided through the art of crafting an ideal customer profile. With an emphasis on clear, concise language and a persuasive tone, Coughran dives into the process of identifying customer values, digging deep into their urgent problems, and analyzing macro trends that impact their space. By leveraging statistics, anecdotes, and direct address, he compels listeners to understand the importance of creating an ideal customer profile. Highlighting the significance of triggers and using data-driven insights, Coughran empowers individuals to align their companies with their target customers' needs. Through this strategic approach, businesses can enhance the overall customer experience, foster clarity, and maximize long-term value. Tune in to the Business Strategy podcast to gain valuable insights and actionable steps for crafting an ideal customer profile that drives success in the world of stock investing.Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com
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Sep 13, 2023 • 54min

20: Aligning Business Strategy and Exit Planning with Dawn Bloomer

Want to grow your business? Download your free roadmap today: coltivar.com/growth In this episode, host Steve Coughran sits down with renowned Business Strategist Dawn Bloomer to delve into the critical topic of aligning business strategy with exit planning. Throughout the episode, they emphasize the significance of making informed decisions when it comes to selecting the right business entity. They also explore strategies for building a business in a way that mitigates keyman risks, ensuring the continuity of success even in the face of unexpected changes. Furthermore, Coughran and Bloomer shed light on the importance of thoughtful exit planning to maximize firm value. By considering various exit strategies, listeners gain valuable insights on how to navigate the business landscape and create long-term value. Tune in to this episode to gain invaluable advice from these seasoned professionals and take your business strategy to new heights.Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

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