February 27, 2024
Francesca and Brian - Private Equity Pitch Decks

Francesca Kenney CPA and Brian Keltner: Private Equity Pitch Decks

Francesca Kenney CPA and Brian Keltner – Episode 1 In this conversation, Matt Wilhelmi is joined by Francesca Kenny CPA and Brian Keltner to discuss the process of creating pitch decks for finding investors. They explain […]
February 23, 2024
Scaling Your Business - Courtney Wright

Courtney Wright of Gemini Builds It: Scaling Your Business

Courtney Wright of Gemini Builds It on Scaling Your Business – Episode 1 Courtney Wright of Gemini Builds It joins Matt Wilhelmi in this exciting series focused on business scaling. Courtney helps to unpack this business […]
February 3, 2024
Andrea Herran - Employee Relations

Andrea Herran of Focus H.R. on Employee Relations & HR Video Series

Andrea Herran of Focus H.R. on Employee Relations – Episode 1 Andrea Herran of Focus H.R. dives into a complicated case study involving two young entrepreneurs and their entrepreneurial journey where they battled massive turnover and […]
January 5, 2024
Mark Repkin - Sales Leadership Development

Mark Repkin of Repkin and Associates: Sales Leadership Development Video Series

Mark Repkin on Sales Leadership Development – Episode 1 Mark Repkin of Mark Repkin and Associates helps me unpack this long standing, family business’s issue of dealing with slumping sales. Mark delicately delves deeper into his […]
November 11, 2023

Jim Voigt of Voigt Business Law: Succession Planning Video Series

Jim Voigt on Succession Planning – Episode 1 Jim Voigt of Voigt Business Law helps Matt Wilhelmi of Strategic Voyages unpack a complicated and messy business succession in a family business. Uncovering landmines and telling cautionary […]
November 11, 2023
The Veteran's Playbook

The Veteran’s Playbook: Navigating Business Resources for Success

Starting a business is no small feat, and for veterans looking to make that leap, it can be both exciting and challenging. Thankfully, there are resources out there tailored to the unique needs of those who’ve […]
November 1, 2023
How do I know my business is ready for a (fractional) CFO

How do I know my business is ready for a (fractional) CFO?

Working with my business coach recently who challenged me to reflect on some of the different types of clients I’ve served over the years. He said, “Think about all the clients you’ve helped. Write down a […]
October 16, 2023
Sarah Mitial - People Engagement and Leadership Development

Sarah Mitial of People Architectural Group: People Engagement & Leadership Development Video Series

Sarah Mitial on Engagement and Leadership Development – Episode 1 I get the amazing opportunity to speak with Sarah Mitial of People Architectural Group about a complex leadership transition that you’re going to want to watch. […]
October 1, 2023
12 Principles to Diversifying Revenue

12 Principles to Diversifying Revenue

“I don’t think we need to focus on recurring revenue,” the comment from the side of the boardroom cut through my strategic planning meeting just like a killer’s knife in a good thriller movie. While a […]
September 1, 2023
7 Steps to preparing the next generation to run the company

7 Steps to Preparing the Next Generation to Run the Company

The more and more I get asked to help companies straighten out, systematize, or simply review their financials, the more I get asked questions that aren’t directly related to finance. This shows me that business owners, […]