Episode 30

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Published on:

16th Oct 2024

What Is Your Game Plan? Featuring Paul Menig

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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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!

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