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Independence by Design™

Independence by Design™ is a framework to help owner-operators get out of the weeds and lead from the boardroom. I built it because I lived this trap. In 2009, I joined my dad in our $21M family business. We turned it around and sold it for eight figures in 2014 — enough to pay off debt, cover taxes, let my dad retire, and leave me with a chunk of cash at 27. But the sale gutted our team, systems, and identity. It looked like a win, but it didn’t feel like freedom. I bawled in the driveway. After

business entrepreneurship

All Episodes

01:29:30

#466: Lawrence Lepard | The Fiat Game Is Rigged: How...

Independence by Design™ ·

2025/11/06

Most business owners I know can feel it... the harder you work, the less it seems to matter. You’re producing real value, taking real risk, and yet the system keeps changing the rules.The system isn’t broken… It’s working exactly as designed. But it’s designed to steal your time. Watch on YouTubeIn this episode, I sit down with Lawrence Lepard, author of The Big Print and sound money advocate, to unpack the truth about how fiat currency erodes value,

en

01:11:03

#465: Nick Bradley | Pick Your Ownership Game:...

Independence by Design™ ·

2025/10/30

Most owners talk about “creating value,” but few stop to ask a more fundamental question: Value for what? Watch on YouTube In this episode, I sat down with my friend Nick Bradley—entrepreneur, investor, and host of The Scale Up Podcast—to explore how your ownership goals determine everything about your value-creation strategy. Nick comes from the private equity world, where the goal is clear: build to sell. I work with mid-market owners designing

en

01:11:03

#465: Nick Bradley | Pick Your Ownership Game:...

Independence by Design™ ·

2025/10/30

Most owners talk about “creating value,” but few stop to ask a more fundamental question: Value for what? Watch on YouTube In this episode, I sat down with my friend Nick Bradley—entrepreneur, investor, and host of The Scale Up Podcast—to explore how your ownership goals determine everything about your value-creation strategy. Nick comes from the private equity world, where the goal is clear: build to sell. I work with mid-market owners designing

en

01:42:53

#464: Cyndi Gave | How to Build a Leadership Team...

Independence by Design™ ·

2025/10/23

Every owner wants a leadership team that can run the company without them. Few actually build one that can. Watch on YouTube In this episode, I sat down with Cyndi Gave to talk about what it really takes to develop a team that thinks, decides, and acts like owners. We break down the tension every entrepreneur feels: how to let go without losing control, how to build trust without blind faith, and how to design leadership that frees you — not traps you

en

01:42:53

#464: Cyndi Gave | How to Build a Leadership Team...

Independence by Design™ ·

2025/10/23

Every owner wants a leadership team that can run the company without them. Few actually build one that can. Watch on YouTube In this episode, I sat down with Cyndi Gave to talk about what it really takes to develop a team that thinks, decides, and acts like owners. We break down the tension every entrepreneur feels: how to let go without losing control, how to build trust without blind faith, and how to design leadership that frees you — not traps you

en

01:23:56

#463: Budget Season 2026, Part 3 | The 12-Step...

Independence by Design™ ·

2025/10/16

Most revenue budgets start with a top-down number: add 10%, push sales harder, and hope the math works out. That’s why so many plans collapse by spring. Watch on YouTube In Part 3 of our Budget Season 2026 Series, I sat down with Kim Clark to break down how to build revenue the right way: from the bottom up. Kim shares her 12-step revenue forecasting process and shows how to build by product, segment, and pipeline. We talk about aligning sales, marketing,

en

01:23:56

#463: The 12-Step Revenue Forecast | Kim Clark |...

Independence by Design™ ·

2025/10/16

Most revenue budgets start with a top-down number: add 10%, push sales harder, and hope the math works out. That’s why so many plans collapse by spring. Watch on YouTube In Part 3 of our Budget Season 2026 Series, I sat down with Kim Clark to break down how to build revenue the right way: from the bottom up. Kim shares her 12-step revenue forecasting process and shows how to build by product, segment, and pipeline. We talk about aligning sales, marketing,

en

01:39:24

#462: From P&L to Cash Flow: The Model Every Owner...

Independence by Design™ ·

2025/10/09

Most budgets don’t survive past Q1. They collapse because they aren’t built on cash flow, they don’t roll into the balance sheet, and they aren’t tied to owner goals. In other words, they’re not budgets — they’re wish lists. Watch on YouTube That’s why Part 2 of our Budget Season 2026 Series is all about the model itself. I sat down with Pat Hobby, who’s spent decades building financial models, to break down how owners can create a budget file that

en

01:39:24

#462: From P&L to Cash Flow: The Model Every Owner...

Independence by Design™ ·

2025/10/09

Most budgets don’t survive past Q1. They collapse because they aren’t built on cash flow, they don’t roll into the balance sheet, and they aren’t tied to owner goals. In other words, they’re not budgets — they’re wish lists. Watch on YouTube That’s why Part 2 of our Budget Season 2026 Series is all about the model itself. I sat down with Pat Hobby, who’s spent decades building financial models, to break down how owners can create a budget file that

en

00:47:46

#461:Why Budgets Fail Without Economic Context | Alan...

Independence by Design™ ·

2025/10/02

Budgeting season is here. But most owners build budgets in a vacuum — starting with last year’s numbers and layering on guesses. The result? Fantasy budgets that collapse by Q2. Watch on YouTubeThat’s why I’m kicking off a three-part Budget Season Series. Each episode will build on the last to give you a step-by-step process to create a budget you can actually run your company with. We start with the big picture. I sat down with Alan Beaulieu and Kim

en

00:47:46

#461:Why Budgets Fail Without Economic Context | Alan...

Independence by Design™ ·

2025/10/02

Budgeting season is here. But most owners build budgets in a vacuum — starting with last year’s numbers and layering on guesses. The result? Fantasy budgets that collapse by Q2. Watch on YouTubeThat’s why I’m kicking off a three-part Budget Season Series. Each episode will build on the last to give you a step-by-step process to create a budget you can actually run your company with. We start with the big picture. I sat down with Alan Beaulieu and Kim

en

01:56:38

#460: Tom Nagler | An Owner’s Journey: Family...

Independence by Design™ ·

2025/09/25

Every owner’s journey is made up of inflection points, the moments where you have to make big, irreversible decisions. Watch on YouTubeIn this episode, my friend Tom Nagler shares his full story arc as an owner. From growing up in a family business, to buying it from his dad, to juggling cash and growth pains, to considering a sale but choosing to acquire instead, to bringing on a partner, and finally making the hard decision to sell — Tom lived through

en

01:56:38

#460: Tom Nagler | An Owner’s Journey: Family...

Independence by Design™ ·

2025/09/25

Every owner’s journey is made up of inflection points, the moments where you have to make big, irreversible decisions. Watch on YouTubeIn this episode, my friend Tom Nagler shares his full story arc as an owner. From growing up in a family business, to buying it from his dad, to juggling cash and growth pains, to considering a sale but choosing to acquire instead, to bringing on a partner, and finally making the hard decision to sell — Tom lived through

en

01:08:20

#459: Bob Muller | Why Clean Data Is the Foundation...

Independence by Design™ ·

2025/09/18

Margins are under pressure, and scaling isn’t about throwing more people at the problem. Owners have to leverage technology to increase throughput per employee — but that only works if your data is clean and your processes are digitized.Watch on YouTubeThis isn’t an AI-hype conversation. It’s about putting best practices in place so you can actually use automation and AI as accelerants. If your company is still running on paper, PDFs, or messy file

en

01:08:20

#459: Bob Muller | Why Clean Data Is the Foundation...

Independence by Design™ ·

2025/09/18

Margins are under pressure, and scaling isn’t about throwing more people at the problem. Owners have to leverage technology to increase throughput per employee — but that only works if your data is clean and your processes are digitized.This isn’t an AI-hype conversation. It’s about putting best practices in place so you can actually use automation and AI as accelerants. If your company is still running on paper, PDFs, or messy file shares, you’ll never

en

01:32:29

#458: Brandon Henry | The Business Advice System Is...

Independence by Design™ ·

2025/09/11

The business advice system is completely broken. Tax, estate, and wealth must be one plan — and you can’t trust the system to build it for you. Watch on YouTube Advisors sell products, optimize for their own fees, and stay in their silos. Taxes here. Estate there. Wealth over in another corner. Nobody owns the whole. And owners are the ones who pay the price.If you don’t take ownership of the plan, you’ll be the one left holding the bag when taxes hit,

en

01:32:29

#458: Brandon Henry | The Business Advice System Is...

Independence by Design™ ·

2025/09/11

The business advice system is completely broken. Tax, estate, and wealth must be one plan — and you can’t trust the system to build it for you. Watch on YouTube Advisors sell products, optimize for their own fees, and stay in their silos. Taxes here. Estate there. Wealth over in another corner. Nobody owns the whole. And owners are the ones who pay the price.If you don’t take ownership of the plan, you’ll be the one left holding the bag when taxes hit,

en

01:29:23

#457: Explaining Bitcoin to an Economist | Ryan...

Independence by Design™ ·

2025/09/04

If you’re a business owner trying to make sense of Bitcoin, this conversation is your entry point. Over two episodes combined into one, I sat down with Kim Clark and her father Alan Beaulieu—a partner at the world-renowned forecasting firm ITR Economics, known for its 94.7% accuracy over the last 80 years. Alan has spent his career helping owners understand what’s coming in the economy. In this conversation, he turned the tables and asked me to explain

en

01:29:23

#457: Explaining Bitcoin to an Economist | Ryan...

Independence by Design™ ·

2025/09/04

If you’re a business owner trying to make sense of Bitcoin, this conversation is your entry point. Watch on YouTube Over two episodes combined into one, I sat down with Kim Clark and her father Alan Beaulieu—a partner at the world-renowned forecasting firm ITR Economics, known for its 94.7% accuracy over the last 80 years. Alan has spent his career helping owners understand what’s coming in the economy. In this conversation, he turned the tables and

en

01:57:14

#456: Panel Debate | The Ownership Game (the 2%) vs....

Independence by Design™ ·

2025/08/28

Most advice treats all owners the same. The reality? There are two different games. For the 98% (smaller, tightly owner‑dependent companies), the job and the asset are commingled. Generic “exit planning” advice often creates noise: the math, buyers, and timelines rarely line up. For the 2% (true middle‑market owners with durable EBITDA and a management team), the game shifts to the boardroom. It’s about capital allocation—protecting value, preserving

en

151 results

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