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In this episode of Lessons by the Lake, we sit down with Rick Campfield, a seasoned business executive turned consultant and coach, to uncover the hidden drivers of growth and resilience for today’s business owners. With decades of leadership experience under his belt, Rick shares how he now guides entrepreneurs through their most pressing personal and professional challenges.
From navigating uncertainty to fostering sustainable growth, Rick's insights offer a powerful blend of strategic thinking and personal development. Whether you’re a startup founder, small business owner, or executive leader, this conversation will leave you with tangible tools and a renewed mindset to tackle what’s next.
Chapters:
0:00 - Introduction
3:26 - Rick's background and early career path
13:39 - Vision, mission, purpose and objectives
20:43 - The importance of leveraging great counsel
31:09 - An important realization business owners arrive to
34:45 - How to get in touch with Rick and Bob's respective teams
35:28 - Closing remarks
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In the latest installment of Lessons by the Lake, we dive into the complex world of business sales with expert guest Johnathan Choe, President and Lead Advisor at Transworld Business Advisors of Oregon Central. Whether you're planning an exit strategy, preparing to sell, or just exploring future possibilities, this episode is packed with actionable insights to help business owners maximize value and navigate the sales process with confidence.
Join us as we explore key considerations, common pitfalls, and winning strategies for selling a business in today’s market. Don’t miss this essential conversation for entrepreneurs, investors, and anyone looking to make the most of their business transition.
Chapters:
0:00 - Introduction
3:52 - Who Johnathan and Transworld typically work with
12:20 - Helping business owners prepare for sale
22:49 - Common misconceptions among business owners
31:02 - Working with a team of professionals
33:30 - Closing remarks
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In the latest installment of Lessons by the Lake: The Oswego Private Wealth Show, we sit down with Carl J. Cox, Founder of 40 Strategy and 40 Accounting, for an insightful conversation on the power of accurate financial data in driving business success.
Carl shares his expertise on how leveraging precise accounting information can lead to more efficient decision-making, better strategic planning, and ultimately, stronger financial outcomes. Whether you're a business owner, executive, or entrepreneur, this episode offers valuable takeaways on aligning your numbers with your vision to achieve sustainable growth.
Tune in for practical strategies and expert insights that can help you navigate financial complexities with confidence.
Chapters:
0:00 - Introduction
3:20 - Carl's background in strategy and accounting
10:09 - The marriage of 40 Strategy and 40 Accounting
18:34 - The exit planning reality check
30:02 - How to get in touch with Carl and Bob
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In this episode of Lessons by the Lake: The Oswego Private Wealth Show, we’re joined by Jani Beatty, Vice President and SBA Relationship Manager at Northwest Bank. Jani shares her expertise on loan strategies tailored for entrepreneurs navigating businesses of all sizes.
From securing funding for growth to leveraging Small Business Administration (SBA) loans effectively, this conversation is packed with actionable insights to help business owners optimize their financial strategies. Whether you’re launching a startup or scaling an established enterprise, Jani’s guidance will empower you to make informed borrowing decisions.
Chapters:
0:00 - Introduction
4:02 - Leveraging SBA loans to grow your business
11:31 - Taking a deeper look into your business
17:09 - SBA loans vs. commercial bank loans
19:23 - Connect with Bob and his team
20:10 - Closing remarks
Connect with Bob Bedritis:
Website: oswegoprivatewealth.com
Facebook: facebook.com/Oswego-Private-Wealth-Management-106334761908104/
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In this insightful episode of Lessons by The Lake, Bob Bedritis is joined by Paul Menig, a seasoned business strategist and succession planning expert. Together, they dive into the critical steps business owners need to take to maximize the value of their companies while planning for a smooth and successful transition.
Paul shares his wealth of knowledge on aligning leadership, preparing for unforeseen events, and ensuring that businesses are set up for long-term success. Whether you’re a business owner looking to transition out or just curious about what it takes to future-proof your business, this episode is packed with valuable advice and actionable insights.
Tune in for a deep conversation about planning for the future, keeping stakeholders aligned, and ensuring that you leave a lasting legacy.
Chapters:
0:00 - Introduction and overview on the topic of the show
2:20 - Welcoming Paul Menig
3:00 - The Game Plan
5:50 - Executing as a Team and as Individuals
08:20 - The Forces That Impact Businesses
11:40 - People Power
16:10 - Why 'Why' Comes First
21:50 - Where to Improve First
25:30 - Visual Instruction vs. Verbal
32:00 - Trucking and Tracking
35:00 - Closing Remarks and How to Get in Touch with Paul Menig
35:30 - How to get in touch with Bob's team
Connect with Paul:
Website: Businessaccelerants.com
Connect with Bob Bedritis:
Website: oswegoprivatewealth.com
Facebook: facebook.com/Oswego-Private-Wealth-Management-106334761908104/
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In this episode of Lessons by the Lake, Bob Bedritis sits down with David Howitt, founder and CEO of the Merriweather Group, to explore "The Founder's Journey." David, a visionary entrepreneur and author, has dedicated his career to helping businesses merge purpose with profit. Through the Merriweather Group, he supports passionate founders and leaders in creating companies that balance commerce and creativity.
In this inspiring conversation, David shares his own entrepreneurial journey—the challenges, triumphs, and invaluable lessons he's learned along the way. Whether you’re an aspiring entrepreneur or a seasoned business leader, David's insights on building a purpose-driven business and embracing authenticity are sure to resonate. Tune in for a deep dive into what it really takes to build a successful company while staying true to your values.
Chapters:
0:00 - Introduction and overview on the topic of the show
2:20 - Welcoming David Howitt
4:00 - The Journey
5:50 - Dave's Bread
11:10 - The Abyss
15:15 - Scaling Despite Difficulty
18:50 - Human Connection
22:00 - Macro and Micro Journeys
26:40 - Higher Purpose and Community
29:40 - The Space Between
31:15 - Mentorship and Vision
34:50 - How to get in touch with Bob's team
Connect with Bob Bedritis:
Website: oswegoprivatewealth.com
Facebook: facebook.com/Oswego-Private-Wealth-Management-106334761908104/
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On the latest episode of Lessons by the Lake, we're discussing the intersection of wealth management and accounting with Robert Curtis, CPA. As the founding member of Neumann Curtis CPA's, Robert speaks intimately on the true role of a great advisor.
This episode is packed with some helpful takeaways for your own financial world, so get your notepad ready!
Chapters:
0:00 - Introduction and overview on the topic of the show
3:20 - Welcoming Robert Curtis, CPA
9:00 - The Neumann Curtis Niche
14:10 - One Size Does Not Fit All
17:10 - Asking the Right Questions
19:40 - Communication at The Client Perspective
23:10 - Exit and Succession Planning
25:40 - Proactive Advisor vs. Historian
28:50 - How to Get in Contact with Rob
29:35 - How to get in touch with Bob's team
Connect with Bob Bedritis:
Website: oswegoprivatewealth.com
Facebook: facebook.com/Oswego-Private-Wealth-Management-106334761908104/
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On the latest episode of Lessons by the Lake, we're examining a widely discussed but little understood topic among entrepreneurs and business leaders.
We we fortunate to welcome Craig Wigginton, professional EOS implementer. Craig helps entrepreneurial leadership teams get what they want out of their businesses through the implementation of the Entrepreneurial Operating System. Through education, coaching, and facilitation, he has helped dozens if not hundreds of business make the etherial word vision, a reality.
This episode is packed with some helpful takeaways for your own financial world, so get your notepad ready!
Chapters:
0:00 - Introduction and overview on the topic of the show
2:00 - Welcoming Craig Wigginton
6:00 - Habits
10:30 - The Magic's in The Details
13:00 - The Glass Ceiling of Individual Performance
15:30 - Communication is What You Hear
18:00 - The Tools of Successful Delegation
20:40 - The Most Common Bad Habits
23:20 - Systemized Kind Communication
25:00 - Closing Remarks
26:35 - How to get in touch with Bob's team
Connect with Bob Bedritis:
Website
Facebook
YouTube
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On the latest episode of Lessons by the Lake, we're diving deep into the core concepts surrounding wealth management, as well as the most prevalent concerns facing business owners and their financial world.
We we fortunate to welcome Joe Jraitiny, Managing Director at City National Rochdale, to discuss these five pillars of wealth and how his team plays a crucial role in upholding these pillars for clients nationwide.
This episode is packed with some helpful takeaways for your own financial world, so get your notepad ready!
Chapters:
0:00 - Introduction and overview on the topic of the show
2:07 - Bob's relationship with Joe Jraitiny
6:37 - The Five Strategic Pillars of Wealth
9:57 - Leveraging the expertise from a team of advisors
12:06 - An area of your financial world that is often overlooked
17:32 - The ideal timeframe for thinking about selling your business
22:21 - Longevity planning and where this fits in your financial world
26:08 - How you can get in touch with Joe and his team at City National Rochdale
28:35 - How to get in touch with Bob's team
29:07 - Closing remarks
Connect with Bob Bedritis:
Website
Facebook
YouTube
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In the latest episode of Lessons by the Lake, we're joined by Kristin Gaston, Estate Planning Attorney at Generations Estate Law, to delve into the impending changes to estate tax exemptions.
As the sun sets on current estate tax regulations, Kristin Gaston sheds light on what this means for individuals and families planning their estates. With her wealth of knowledge and experience, she navigates the complexities of estate planning, offering invaluable insights into strategies for adapting to the evolving tax landscape.
Chapters:
0:00 - Introduction and overview on the topic of the day
2:27 - Background information on Kristin Gaston
8:51 - What business owners and their families should be thinking about for their estate plans
11:07 - States have their own estate and inheritance taxes
14:33 - How you can reduce the taxes through proper planning
16:36 - Planning ahead for family businesses
19:40 - Leveraging charitable intent to curb taxes
23:31 - Who should be on your team of professionals to assist with estate planning
24:45 - Control vs. ownership
27:35 - How to get an estate plan review with Kristin and Generations Estate Law
29:39 - The five most important concerns of business owners and affluent families
30:54 - How to get in touch with Bob and his team
32:17 - Closing remarks
Connect with Bob Bedritis:
Website
Facebook
YouTube
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On the latest episode of Lessons by the Lake, we dive into the crucial topic of making your business more sellable and ultimately securing a higher price when it comes time to sell. Whether you're a seasoned entrepreneur or just starting out, understanding what makes a business attractive to potential buyers is essential for long-term success.
We sat down with Adi Klevit, Founder & CEO of Business Success Consulting Group, to uncover the strategies and tactics that can significantly increase the value of your business. From optimizing your financials to enhancing operational efficiency, Adi shares invaluable insights gleaned from years of experience in the field.
Chapters:
0:00 - Introduction and overview on the topic
2:10 - Background on Adi Klevit and her work with improving business efficiencies
3:54 - Why process is so important
7:14 - Many businesses are far too dependent on their owner
10:03 - Common mistakes that can be easily addressed within organizations
11:46 - The importance of systematizing your organization
15:45 - Strategies to retain your best employees
19:47 - How Adi works with company and ultimately helps increase their value
23:27 - How to get in touch with Adi and her team
25:00 - Closing remarks
Connect with Bob Bedritis:
Website
Facebook
YouTube
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What he does, he's been doing since he was a 7-year-old dyslexic kid. At first, he believed the lie that he was stupid and would never be able to achieve anything. But then, he discovered that he had a super power of encouragement. Now, he utilizes that superpower to help create insight and breakthroughs for people looking to take their life and business to the next level!
On the latest episode of Lessons by the Lake, we welcome Scott Ballard, Owner & CEO of Confidence Coach, LLC, to explore his unique relationship with business owners and the many challenges they face. Scott understands the struggles facing entrepreneurs in today's day and age, which allows him to provide a straightforward and warm approach to openly communicate about successes and obstacles.
We've got a great conversation on tap for you, which is bound to leave you with some takeaways for yourself and your business! Enjoy!
Chapters:
0:00 - Introduction and overview on the topic of the day
1:13 - How Bob and Scott work with entrepreneurs at pivotal times in their lives
3:18 - Scott's superpower and how he channels this
9:00 - "What do you really want?"
11:49 - Navigating 'what comes next' and the lies we're telling ourselves
17:09 - Maximizing the value of your life's work
19:58 - How Scott typically works with business owners
24:32 - "I've sold my business. Now what?"
28:50 - How to get in touch with Scott and his team to learn more
30:30 - Closing remarks
Connect with Bob Bedritis:
Website
Facebook
YouTube
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On the latest episode of Lessons by the Lake, we're thrilled to be welcoming Scott Bargaehr, CPA at Lewis Group, to discuss a very unique model of taxes and accounting that business owners, as well as individuals, could be leveraging in today's day and age.
We'll discuss why this innovative approach is effective, how it works, and whether or not this makes sense for you and/or your business!
Chapters:
0:00 - Introduction and overview on the topic of the day
1:45 - Bob's relationship with Scott and getting to know his work at the Lewis Group
7:03 - Scott's background and life leading into the life of a CPA
7:51 - Why Scott does what he does
10:23 - The pricing and subscription model of the Lewis Group's services
16:00 - The various services packed into Scott's subscription model
19:03 - How Scott conducts his discovery with new clients
22:26 - Leveraging bright minds to focus on things that aren't your unique strength
29:05 - The importance of being prepared for the inevitable moments in life
34:40 - How to get in touch with Bob and Scott's teams
36:20 - Closing remarks
Connect with Bob Bedritis:
Website
Facebook
YouTube
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On the latest episode of Lessons by the Lake, we're diving into the first step in the business succession process, Estate Planning.
Joined by Justin Martin, President, Shareholder and Attorney at Myatt & Bell, P.C., we'll examine the countless considerations residing within estate planning for business owners in today's day and age, as well as some best practices utilized.
This episode is packed with helpful information for business owners and you don't want to miss it! Enjoy!
Chapters:
0:00 - Introduction and overview on the topic of the day
3:22 - Welcoming Justin Martin to the show
4:58 - Justin's background and road to estate planning services
8:19 - You can still have a role in your business when you're helping your successor
10:55 - Goals of succession planning
13:07 - The process of the business transaction
16:14 - Who is buying your business?
21:58 - The more complex your business, the bigger the need for a systematized approach
25:36 - What happens when the surviving spouse dies?
32:16 - An overview on the taxes associated with estate planning
39:26 - Strategically positioning your estate to maximize the value
44:30 - How to get in touch with Justin and his team for more information
47:30 - Closing remarks
Connect with Bob Bedritis:
Website
Facebook
YouTube
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Oftentimes on this show, we discuss the overall importance of utilizing a team of trusted professionals to help you navigate your financial circumstances. And in today's episode of Lessons by the Lake, we welcome on a member of the Oswego Private Wealth team of professionals that help service Bob's clients.
Don Bielen, Principal at Perkins & Co Succession, joins Bob and Ryan to discuss the inner-workings of a well-defined succession strategy. Don and his team are focused on advising successful business owners and their families on how to realize value form their ownership, prepare for their exit and preserve and protect the family's assets.
We've got a great conversation on tap for you today! Enjoy!
Chapters:
0:00 - Introduction and overview on the topic of the day
1:48 - How Bob Bedritis works with his business owner clients
4:22 - Don's background working with family businesses
5:41 - Transferring a family business from the first generation to the second generation
7:24 - The main challenges business owners face when planning their succession
13:25 - The different acts in the life of a business owner
17:35 - Advanced strategies to transfer a family business and reduce taxes along the way
22:50 - When should a business owner start the succession planning process?
28:50 - How to get in touch with Bob and Don for more information
30:20 - Closing remarks
Connect with Bob Bedritis:
Website
Facebook
YouTube
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Welcome back to another installment of Lessons by the Lake!
In this episode, we're diving deep into a very important topic for business owners surrounding the sale of their business. Joined by Michael Beck, President of Eliciting Excellence, who works as an executive strategist and specializes in helping business owners maximize the value of their various strategic decisions.
Together, Michael and Bob assess the timing considerations when a business owner is leaning towards the sale of their business, as well as a few key variables at play during this process.
Chapters:
0:00 - Introduction and overview on the topic of the day
1:55 - How Bob and Michael began their professional relationship
5:01 - Insights on Boomer-owned businesses
7:10 - Why Michael is alarmed by some of the statistics he's seeing
9:57 - Bob's father needed someone like Michael to help him navigate these challenges
11:50 - Preparing your business for sale and maximizing the value you'll receive
17:45 - How the human element comes into play during the sale of a business
21:38 - Transparency and clear communication is paramount during these negotiations
24:18 - Michael's key takeaways for selling your business in today's climate
26:17 - How to get in touch with Michael and Bob's respective teams
27:20 - Closing remarks
Connect with Bob Bedritis:
Website
Facebook
YouTube
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Family conflicts can wreak havoc on a family-run business, especially when it comes time to transfer ownership of the company from one generation to the next.
On the latest episode of Lessons by the Lake, we’re taking a look at how a well-designed succession plan can reduce that risk and help facilitate a transfer that leaves everyone in the family satisfied.
Chapters:
0:00 - Introduction and overview on the topic of the day
1:50 - Helping business owners become financially independent of their business
3:38 - How a family business can assess the need for succession planning
5:15 - Where to begin in crafting a well-designed succession plan
9:45 - How a succession plan addresses family harmony
13:29 - The common mistakes families make when designing their succession plan
17:31 - Flexibility is the key to a well-crafted succession plan
18:46 - How to get in touch with Bob and his team
20:45 - Closing remarks
Connect with Bob Bedritis:
Website
Facebook
YouTube
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There is an important question that business owners should be asking themselves: How confident are you that your business planning efforts are on track to get you the results you want and need?
Unfortunately, many business and wealth plans aren’t fully aligned with their owners’ goals.
On the latest episode of Lessons by the Lake, we're examining how a business stress test can help entrepreneurs determine where they stand and what changes may need to be made to keep their companies on track.
Chapters:
0:00 - Introduction and overview on the topic
1:52 - Why a business owner should be considering a stress test in the first place
3:48 - What a stress test is meant to uncover within your wealth plan
7:49 - Most of us don't have $500 million in our portfolio
10:30 - The family is the business. The business is the family.
15:12 - The reactions from those who go through a stress testing process
17:05 - An example of a stress test that Bob and his team conducted
20:30 - How you can get in touch with Bob and his team
22:54 - Closing remarks
Connect with Bob Bedritis:
Website
Facebook
YouTube
LinkedIn
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Welcome back to Lessons by the Lake! This time, we delve into the dynamic world of Virtual Family Offices (VFOs) – a game-changing approach to wealth management that is revolutionizing the way high-net-worth individuals and families handle their financial affairs. Join us as we explore the intricacies of this innovative model and provide insights on how you can get started leveraging its benefits.
Joining us on today's episode is Allison Tirado, Elite Advisor Coach at CEG Worldwide, to discuss the tailored services offered, ranging from investment strategies and estate planning to tax optimization and risk management. Allison will also share why the VFO model has been becoming a more popular wealth management model for business owners in today's day and age.
Chapters:
0:00 - Introduction and overview on the topic and guest for today's show
1:35 - Allison's unique perspective into Virtual Family Offices
2:45 - What is a Virtual Family Office?
7:03 - It all begins with a deep discovery
9:42 - Putting together a comprehensive blueprint that examines all financial components of someone's life
15:45 - How a stress test is conducted and the value it provides to people
18:45 - The biggest concerns of business owners and high-net-worth individuals
22:26 - Your wealth manager should be looking out for your best interests
25:41 - Wealth personalities can factor into the stress testing process
28:45 - You want your wealth manager to align with your own wealth personality
31:43 - Where to learn more and how to get in touch with Allison and her team
32:30 - Closing remarks
Connect with Bob Bedritis:
Website
Facebook
YouTube
LinkedIn
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Navigating the sale of your business can be a tricky subject, one with countless considerations and variables at play. One, extremely important, item is the timing of the sale.
On the latest episode of Lessons by the Lake, Bob sits down with Nick Stanley, Managing Partner at Crown Point Partners, to provide his insights on this pivotal time for business owners through the lens of an investment banker.
Nick sheds some light on key questions business owners should be asking themselves, as well as some action items that should be addressed prior to the sale of a business.
Join us for another thought-provoking conversation that's bound to leave you with some takeaways for the sale of your own business.
Chapters:
0:00 - Introduction and overview on the topic of the day
1:56 - Background on Nick Stanley
3:34 - Nick's career path that led him to Crown Point Partners
6:43 - Nick's work with the Knight Cancer Institute
9:31 - The types of clients Nick serves and how investment bankers add value to selling a business
12:01 - The timing considerations when a business owner is considering their succession
15:23 - Increasing inflation and interest rates influencing the buyer's perspective
20:55 - Engineering a competitive environment for the sale of a business
24:35 - Examining the good, the bad, and the ugly of a given company
31:22 - Leveraging a systematic process when selling your business
35:28 - Navigating life and family circumstances during the sale of your business
40:26 - Why you should use an investment banker when selling your business
42:20 - How to get in touch with Crown Point Partners
43:30 - Closing remarks
Connect with Bob Bedritis:
Website
Facebook
YouTube
LinkedIn
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