Think Like an Owner

Join Johnny Lieberman and Zack Miller, co-founders of Worklyn Partners, where they delve into the integration of cybersecurity and IT services for mid-market companies. They discuss the challenges of merging service providers, aligning sales strategies, and the vital role of core values in acquisitions. Cybersecurity expert John Flory highlights rising threats and the necessity of AI in defense strategies. With discussions on employee training and third-party risks, this conversation is packed with insights for navigating today’s tech landscape.

Jim Lindstrom, a seasoned CEO with experience at companies like IES and Providence Services, shares his valuable insights on business leadership. He discusses strategies for accelerating growth and executing effective turnarounds, emphasizing the importance of empathy in leadership. Jim highlights the need for minimizing unproductive meetings and fostering team alignment. He also explores the challenges of managing balance sheets, navigating debt levels, and leveraging technology for enhanced operational efficiency.

Collin Hathaway, a seasoned expert in the home services sector, returns to discuss his recent sale of Flint Group to General Atlantic. He shares personal insights on the emotional complexities of business exits and emphasizes that 'good is usually enough' in decision-making. The conversation touches on the significance of hiring practices, aligning incentives, and the balance between ambition and sustainability. Collin reflects on long-term strategies, cultural integration during changes, and the importance of maintaining simplicity in business operations.

Rob Southern, an experienced CEO renowned for his company acquisitions, joins James Bergeron, a leadership coach specializing in executive growth. They share transformative insights on upleveling as a CEO, emphasizing the pivotal role of executive coaching and continuous self-improvement. The duo discusses the nuances of measuring progress, discerning crucial signals in leadership, and finding personal management styles. They also reflect on the importance of inner values and learning from diverse leadership influences to navigate challenges in dynamic business environments.

Steve Swinney, founder and CEO of Kodiak Building Partners, has transformed the company from its initial acquisition to a thriving $3 billion powerhouse. He discusses strategic focus on lumber as a commodity, the challenges of maintaining communication and culture during rapid growth, and the company's unique acquisition strategies. Swinney shares insights on fostering continuous learning and alignment across diverse brands while tackling future challenges in the building materials industry with optimism.

Ed Manfre, a seasoned business leader and executive coach, discusses how leadership begins as an internal journey. He emphasizes the power of self-reflection, personal growth, and resilience in effective leadership. The conversation highlights strategies for seamless mergers and acquisitions, the importance of aligning personal and organizational values, and nurturing a culture of authenticity. Moreover, Ed dives into the impact of personal energy on leadership styles and the necessity of self-care in maintaining vitality and effectiveness during challenging times.

Sarah Rowell, a savvy entrepreneur who co-founded Kantola Training Solutions, discusses leveraging board relationships for company growth. She shares insights on building effective boards, emphasizing the importance of chemistry and transparency with investors. Navigating the dynamics of board meetings is crucial for CEOs, and Sarah highlights strategies for maximizing their effectiveness. Additionally, she reflects on her journey of acquiring and selling a business, illustrating how a strong board can drive transformative success.

Alex de Pfyffer and Ross Porter, founders of Heritage Holding, discuss their impressive growth journey, having built seven platforms through 25 acquisitions. They share insights on the strategic decision-making behind divesting businesses and how initial acquisitions shape future investments. The duo emphasizes the importance of a strong team in navigating rapid changes and fostering collaboration. They also touch on the value of partnerships with business founders, operational efficiency, and the fast-paced culture that drives their success.

Jeff Homer, a dynamic leader in the arts education sector, discusses his innovative work in acquiring and integrating music schools and dance studios through Ensemble Performing Arts. He shares insights from his impressive track record of 70 acquisitions over five years. Topics include the challenges of consolidating organizations, the role of servant leadership, and strategies for hiring culturally aligned personnel. Jeff also delves into the financial aspects of music and dance education, exploring investment opportunities and the complexities of real estate in school operations.

In this discussion, Justin Watt, co-founder of Switchboard, shares insights on how automation and AI can transform businesses for efficiency. He emphasizes the importance of structured data and outlines the three pillars of modernization: people, process, and technology. Justin also tackles the challenges of integrating new software tools and navigating the AI hype, encouraging companies to ask critical questions when evaluating these technologies. Lastly, he addresses common frustrations with current AI applications and the potential for streamlined HR processes.