November 10 - Safeguarding Your Digital Footprint: Data Security Insights with Wayne Francis
1:35 - Wayne's Personal Journey into Technology
4:36 - Defining Data Security in 2025
6:22 - Why Do Businesses Lack Basic Security Protocols Today?
8:18 - A Business's Journey to Improving Their Data Security
11:45 - The Rise of Ransomware (And Defending Against it)
16:12 - What Sets Excell IT Apart?
18:38 - Case Study
21:42 - Steps to Take When a Data Breach Occurs
23:08 - Rebuilding Trust With Your Customers After A Cyber Incident
27:19 - Implementing Data Security as a SMB
30:04 - Implementing Data Security as an Individual
34:20 - Opportunities For Improvement In Data Security in the Future
ExcellIT Website
Wayne's LinkedIn
October 27 — Insuring Innovation: Navigating the Ins and Outs of Tech-Based Insurance with Tyler Tisdale
2:04 - Introduction to Tyler and FCA Insurance Brokers
3:46 - History of Tech-Based Insurance
7:46 - Risks Unique to Tech Startups
10:07 - How Founders Can Assess Their Risk Exposures
13:34 - Case Study - Insurance for Social Engineering
17:10 - The Cost Conversation
21:15 - Misconceptions of Cyber Insurance
23:42 - Best Practices for Reviewing and Updating Coverage
31:33 - How FCA Stays Ahead of the Curve
FCA Insurance Brokers Website
Tyler's LinkedIn
September 9 – Charting the Course: Successful Business Exit Planning with Krystyn and Matt Harrison
2:00 - Introduction to Matt and Krystyn
4:40 - Core Components of a Well Developed Business Plan
11:41 - Low Hanging Fruit to Increase the Value of your Business
17:09 - Potential Red Flags that Could Turn off a Buyer
21:09 - No Business Is Perfect
27:46 - How Family Dynamics Come Into Play
29:58 - Envisioning Your Life Post-Exit
35:06 - When Should You Start Exit Planning?
36:35 - Building a Turn-Key Business for a Buyer
41:01 - Best Practices for a Smooth Transition
45:01 - Closing Reflection - What Matt and Krystyn Find Most Rewarding About Their Work
Exit Horizons Website: Exit Horizon | Canada's Exit Planning Community
Krystyn’s LinkedIn
Matt’s LinkedIn
March 31 - Business Owner Succession Series (BOSS) Ep. 7, Your Destiny Awaits (Recap Episode)
1:50 - Episode 1: Exit Planning Landscape Today
2:51 - Episode 2: Mind Your Gaps
4:18 - Episode 3: Intangible Capital
6:00 - Episode 4: Attractiveness vs. Readiness
7:16 - Episode 5: Building Value Is a Process
10:01 - Episode 6: Personal and Financial Envisioning
12:02 - Outro: Thank You for Listening!
March 17 - Business Owner Succession Series (BOSS) Ep. 6, Personal and Financial Envisioning
0:21 - Jane and Margo: To Retire or Not to Retire
1:55 - Introduction
2:19 - Have Vision. Have Purpose. Have Meaning
3:35 - What is Your Personal Vision for Retirement?
4:29 - S.T.E.P Exercise - Retirement Envisioning
7:07 - Funding Your Vision - Personal Wealth Planning
9:01 - Four Categories of Comprehensive Wealth Management
11:13 - Outro: Retirement Harmony With Jane and Margo
March 3 - Business Owner Succession Series (BOSS) Ep. 5, Building Value is a Process
0:05 - Jane and Margo: Margo's Wellness Woes
2:03 - Introduction
3:17 - 1) Identify Where Your Business Stands Today
4:11 - 2) Protect What You Already Have
6:07 - 3) Build to New Heights
7:23 - 4) Harvest the Trapped Value in Your Business
8:54 - 5) Managing Your New Net Worth
10:51 - Outro: Achieving Wellness Goals By Committing to a Process
February 18 - Business Owner Succession Series (BOSS) Ep. 4, Business Attractiveness vs. Business Readiness
0:05 - Jane and Margo: Getting More Out of Vacation Time
1:50 - Introduction
3:04 - Having a Business That's Both Attractive AND Ready to Transition is a State of Fact, Not a State of Mind
3:39 - Business Curb Appeal - Attractiveness
4:56 - What's Under the Hood - Readiness
7:21 - Always Being Attractive and Ready Gives Peace of Mind
7:56 - Outro: Feeling more Fulfilled After Some Time Away with Jane and Margo
February 3 - Business Owner Succession Series (BOSS) Ep. 3, Intangible Capital
0:07 - Jane and Margo: Different Prices for the Same Style Home
2:11 - Introduction
2:55 - The Value of Your Talent - Human Capital
5:05 - The Strength of Your Business Relationships - Customer Capital
6:26 - The Value of Your Secret Sauce - Structural Capital
7:07 - How Strong is Your Company Culture? - Social Capital
8:12 - Key Takeaway - Transferability
9:14 - Outro: Improving Value By Improving What's In Your Control with Jane and Margo
January 20 - Business Owner Succession Series (BOSS) Ep. 2, Mind Your Gaps
0:07 - The Story: Introducing Jane and Margo
1:37 - Introduction
2:16 - How Efficient Is Your Business? The Profit Gap
4:09 - How Does The Value of Your Business Compare to Others? The Value Gap
7:15 - Funding Your Dream Life After Exit. The Wealth Gap
9:49 - Outro: Closing the Gaps with Jane and Margo
January 6 - Business Owner Succession Series (BOSS) Ep. 1, Exit Planning Landscape Today
1:20 - Are You Part of the 9%?
2:22 - Why Business Owners Put Off Exit Planning
2:56 - How Do You Stack Up Against Other Business Owners in Exit Planning?
3:48 - What is a Formal Succession Plan
4:37 - Three out of Four Business Owners Profoundly Regret Life After Their Exit
5:28 - Other Considerations for Your Exit Plan
7:25 - Four Paradigm Shifts Away from Traditional Exit Planning