Episode 6

full
Published on:

11th Nov 2022

How Business Owners Can Utilize EOS for Advanced Planning Purposes

We're back with an all-new episode, specifically catered towards our business owner audience!

Join us for the latest installment of Lessons by the Lake, where we welcome Julie Markee, an EOS Implementer, Speaker and Executive Coach, for a great conversation on leveraging the Entrepreneurial Operating System (EOS) for Advanced Planning purposes. Julie will shed some light on EOS overall, as well as provide an outline on why so many business owners are utilizing this framework to build successful plans around their business and their personal financial well-being.

There's a lot of fantastic dialogue packed into this episode that business owners won't want to miss!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:24 - The big issues facing business owners in today's day and age

4:10 - Who is Julie Markee?

7:33 - The before and after for business owners contemplating the use of EOS

10:30 - How business owners can maximize the value of their company

13:24 - How company culture plays such a vital role these days

17:50 - One tool a business owner could implement right now to help

21:14 - An example of a client that's used EOS to prepare their succession plan

24:33 - What does legacy mean to Julie?

27:18 - What it means to live "The EOS Life"

29:58 - How you can get in touch with Julie and her team at EOS

31:57 - Closing remarks

Connect with Bob Bedritis:

Website

Facebook

YouTube

LinkedIn

Listen for free

Show artwork for Lessons by the Lake: The Oswego Private Wealth Show

About the Podcast

Lessons by the Lake: The Oswego Private Wealth Show
Making Your Finances Our Priority, So Your Life Can Be Your Focus
Welcome to Lessons by the Lake: The Oswego Private Wealth Show!

Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we'll explore various wealth management strategies, solutions, and conversations that Bob is discussing with his affluent clients every day.

Whether it be circumstances related to family businesses, wealth preservation, or even charitable intent, this show covers a wide-variety of financial services that's bound to leave you with some considerations for your own financial portfolio.

Thanks for checking out our show! Be sure to leave a comment and subscribe on your favorite podcasting platform so you never miss another episode! Enjoy!

About your host

Profile picture for Accounting DNAgency

Accounting DNAgency