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    Inside BS Show

    Would you like to work with better clients, make more money, and build a business that gives you true freedom?

    Have you struggled with the loneliness that comes with working long hours and solving the dozens of complex problems you face as an entrepreneur?

    Do you ever feel like the most valuable business secrets are shared behind closed doors—where only insiders have access?

    Welcome to The Inside BS Show—your daily invitation to step behind the velvet rope and into the room where real business leaders talk strategy, success, and scale.

    These are your people. They’ve been where you are, and they’ve gone where you want to go. But most importantly, they feel your pain and can help it go away.

    If you’re an entrepreneur, CEO of a private company, or leader of a professional firm, this show is your secret weapon.

    On each show we break down the business growth strategies that insiders use to win—revenue generation, building influence, succession planning, hiring top talent, navigating legal minefields, and crafting an exit strategy that maximizes value.

    But this isn’t just a podcast—it’s a community. We don’t just talk at you; we bring you into the conversation.

    Your host, Dave Lorenzo (The Godfather of Growth), gives you an exclusive front-row seat to the insights, strategies, and behind-the-scenes conversations that drive business success.

    A new episode drops each Wednesday at 6 AM.

    Want to connect with Dave? Call (305) 692-5531.

    What are you waiting for? Join us ON THE INSIDE.

    Advertise
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    Latest Episodes:
    What You Need to Know About Your Business Finances | Carlos Sava | 501 May 25, 2022
    Show notes

    What You Need to Know About Your Business Finances

    On this episode of The Inside BS Show, Dave Lorenzo Interviews Carlos Sava, a fractional CFO and advisor to business owners. Carlos and Dave have a lively discussion about the finances of a business and what you need to know to run your business efficiently.

    00:00 What You Need to Know About Your Business Finances
    01:12 How did Carlos become an outsourced CFO?
    03:25 What is Carlos Sava's competitive advantage?
    04:40 What are the differences between an interim CFO, a financial consultant, and a fractional CFO?
    06:20 Who does a CFO need to connect with in order to help companies?
    08:34 How does a fractional CFO's schedule work?
    10:27 How did Carlos deal with the pandemic?
    12:31 What do CFOs wish their CEOs knew about their financials?
    19:17 Who is the perfect client for a fractional CFO?
    22:39 Which clients aren't a suitable fit for fractional CFO?
    23:41 How does a CFO collaborate with an accounting firm?
    24:46 What is the competitive market like for fractional CFOs?

    Carlos Sava
    Principal and CFO
    Pro CFO Partners
    (608) 338-5112
    carlos.sava@procfopartners.com
    https://procfopartners.com/
    https://www.linkedin.com/in/cpsava/

    About Carlos Sava
    Carlos is a Principal and CFO with ProCFO Partners, serving as a fractional CFO and advisor to mid-sized businesses between $5 - $50 million in revenue. In particular, Carlos works with companies that are focused on building long-term value through business acquisitions and/or a planned sale/succession transaction.
    Carlos Sava has more than 15 years of experience in accounting, financial, and investment roles. He is a founder, advisor, and strategic operator – working with companies across many sectors, including professional/business services, financial services, and IT.
    His areas of expertise include strategic planning, financial reporting and forecasting, cash flow management, team development, and M&A. Working with sole-proprietors, family businesses, private equity firms, and publicly traded companies, Carlos understands how to manage stakeholders, determine and create value, and get deals done. By working internally, as an investor, and as an advisor, he understands key metrics, qualitative considerations, and valuation. Carlos takes a long-term approach to build sustainable value by focusing on business strategy, return on investment, and process development and efficiency.
    He founded Clarendon Capital Management (investment management firm), Clarendon Search Partners (search fund), and was a founding member of an artificial intelligence investing service. Carlos began his career in investment banking, where he completed nearly $2 billion in capital raising and M&A transactions. Carlos earned his BBA in Accounting and Finance from the University of Wisconsin-Madison. He holds a Certified Public Accountant (CPA) license and is a CFA charter holder.


    Is It Too Late to Plan for Your Financial Future? | Michael Resnick | 500 May 24, 2022
    Show notes

    Is It Too Late to Plan for Your Financial Future? We answer that question and many of the pressing questions of the day as Dave Lorenzo interviews Financial Advisor Michael Resnick on this episode of The Inside BS Show.

    00:00 Is It Too Late to Plan for Your Financial Future?
    01:04 How did Michael become a Certified Financial Planner?
    02:21 What is the process of becoming a Certified Financial Planner?
    04:04 What drives people to seek the services of a Financial Planner?
    08:31 How can Financial Planners assist clients with Tax Planning?
    11:44 Why should you hire a financial adviser instead of investing or trading if you inherit money?
    14:07 How might a CFP assist with portfolio balance to help limit risk?
    19:51 What is the importance of Time Horizon in Investment?
    20:37 Is it wise to invest in Bitcoin and NFTs?

    Michael Resnick
    Certified Financial Planner
    Alera Group
    (847) 457-3206
    Michael.Resnick@AleraGroup.com

    About Michael Resnick:
    Michael Resnick's business experience extends from the financial markets and risk mitigation to financial planning for business owners and families. At Alera Wealth Services, his focus is on helping families and business owners grow and protect their wealth in a tax-efficient manner, helping to allow the transfer of that wealth to future generations. Always the entrepreneur, Michael has built businesses on the trading floors of Chicago as well as in the fast-paced world of hedge funds. His practice at GCG is built around relationships with his clients that extend beyond the products used to implement the financial strategies. His philosophy is that the plan itself is paramount to the success of his clients.


    A Great Coach Can Change Your Life | Linda Brennan | 499 May 23, 2022
    Show notes

    A Great Coach Can Change Your Life

    On this episode of the Inside BS Show, Dave Lorenzo interviews Life Engineer Linda Brennan. Linda and Dave discuss many important issues for entrepreneurs. Linda even helps Dave think through a couple of challenging issues he is facing.

    You don't want to miss this show. Join us!

    Chapters
    00:00 The Difference a Great Coach Can Make in Your Life
    01:16 What is a Life Engineer?
    02:47 The struggle of having work/life balance
    06:18 How to say NO to some things?
    07:18 Dave's making tough choices between family or business
    12:14 How to be fully present for family
    14:45 How do coaching and consulting differ?
    18:20 How to fill our lives with people who energize us and make us happy
    29:07 What is the danger of comparing ourselves to others
    32:26 Is it natural for humans to be ethical or unethical?
    37:51 A case study: How can we remind ourselves of our values in crucial times?

    Linda Brennan
    Life Engineer
    478-461-2690
    Linda@BrennanPhD.com
    https://brennanphd.com/

    Linda’s career has spanned management and engineering positions at Philip Morris, IBM, the Quaker Oats Company, and The Coca-Cola Company; consulting in dozens of industries, and teaching leadership, management, and strategy to audiences from undergraduates to executives.
    Her passion is to help others to help themselves for maximum impact. Working with ambitious and dedicated professionals, she stresses the importance of working toward a clear vision with intentionality and accountability in all aspects of life. Aligning time investments with personal and professional goals enables clients to perform at their best.
    A seasoned professional and creative problem solver, she is a widely published author. She completed her Ph.D. from Northwestern University, an MBA from the University of Chicago, and her bachelor’s from the Georgia Institute of Technology. A Six Sigma Black Belt, she earned her professional engineering license in Georgia and has been a certified Project Management Professional.


    How to Fall in Love with EBITDA | Jennifer Yousem | 498 May 20, 2022
    Show notes

    How to Fall in Love with EBITDA

    If you have ever been confused by the financial information in your business, this is the show for you. In this episode of The Inside BS Show, Dave Lorenzo interviews financial expert, fractional CFO, bookkeeping company owner, and entrepreneur, Jennifer Yousem.

    00:00 How to Fall in Love with EBITDA
    01:21 The story behind Jennifer’s website's unique name
    02:16 What does Jennifer do to help people?
    02:54 What can a client do to get connected with Jennifer and her firm?
    05:37 When should a company need Jennifer's services?
    13:08 When should a controller or a CFO be hired?
    15:46 What areas of business can a fractional CFO's work significantly impact?
    21:36 How you should book income for work in progress?
    23:22 What is the significance of cash versus accrual in business?
    24:42 How can Jennifer prevent a potential problem with financial statements?
    27:54 Who should we connect with Jennifer?
    30:12 What causes most business owners to be confused about their financial statements?

    Jennifer Yousem
    (310) 991-4298
    jennifer@iheartebitda.com
    www.iheartebitda.com

    About Jennifer Yousem
    Jennifer started her career in equity research but pivoted into corporate finance for media companies after business school and for 15 years led teams in business development and strategic and operational finance at Sony, Paramount, Viacom, Clear Channel & Daily Mail. She helped launch Verizon Hearst Media Partners in 2016 and as their CFO, led the merger with Complex to form Complex Networks, a multi-platform digital lifestyle brand owned by Verizon and Hearst. Jennifer founded I Heart EBITDA in 2019 to bring her enterprise-level finance and operational expertise to the mid-market through fractional CFO services and purchased Supporting Strategies Queens to service the entire finance function by providing outsourced bookkeeping and controller services


    Insider Secrets to Fundraising | Chad Paris | 497 May 19, 2022
    Show notes

    Insider Secrets to Fundraising

    On this episode of the Inside BS Show, Dave Lorenzo interviews Chad Paris, the CEO of Parisleaf, a firm that helps nonprofit organizations fundraise.

    Today's show is an inside look at how fundraising works from a true expert in the field.

    00:00 Insider Secrets to Fundraising
    00:51 What do Chad and his company do?
    01:43 How does Chad assist non-profit organizations with fundraising?
    06:08 How did Parisleaf begin?
    08:58 What is the difference between assisting with a fundraising campaign and managing a global corporation's marketing?
    15:07 What is a Board Member's role in fundraising?
    17:39 How vital is a Branding and Marketing Agency to a nonprofit organization?
    20:41 How to craft a brand promise and articulate it in 30 seconds
    26:07 Examples of ways to obtain fundraisers?

    Chad Paris
    Principal & CEO
    Paris Leaf
    (352) 377 5560
    chad@parisleaf.com
    www.parisleaf.com

    About Chad Paris:
    Principal & CEO of Parisleaf. Chad is a human acting like a professional, not the other way around. The perfect marriage of consultant, strategist, coach, & rainmaker. Chad loves connecting good people with other good people and has dedicated his career to brands that are changing the world.
    “If we’re the right fit, I’ll be the first to let you know. If we’re not, I’ll be the first to let you know.”
    About his firm, Parisleaf:
    Parisleaf is the brand & digital partner behind some of the largest (and smallest) fundraising campaigns. We predominantly specialize in medium-to-large-sized campaigns for medium-to-large-sized nonprofits in the following sectors: Education, Healthcare, Arts & Culture, and Rights (Human, Social, Environmental). As a result, we have helped our partners raise over $4B through working on campaigns of all shapes and sizes. Why? Because we believe money is mission fuel in the right hands. We’re here to be the right hand to the right hands.


    The Guy You Call When You Don't Know Who to Call | William Belmont | 496 May 18, 2022
    Show notes

    The Guy You Call When You Don't Know Who to Call

    If you are an attorney and you need the services of a private investigator, you call Bill Belmont. If you're a company and you need a security assessment, you call Bill Belmont. If you are in trouble and you don't know who to call, you definitely need to call Bill Belmont.

    On this episode of the Inside BS Show, Dave Lorenzo interviews investigations and security expert, William (Bill) Belmont.

    00:00 The Guy You Call When You Don't Know Who to Call
    01:49 Bill’s interesting background
    04:50 How to make sure you investigator is covered by attorney/client privilege
    06:59 What types of cases does Bill's team work on?
    10:00 What is Opposition Research?
    11:35 How do Private Investigators deal with fake video cases?
    15:40 Bill explains Due Diligence
    22:20 Why Does the Average Professional (Attorney, CPA) Hire Bill's Firm?
    26:59 What is a Lawful Source of Funds Investigation?
    29:01 How does a Private Investigator help a criminal defense attorney with sourcing funds?
    30:58 How does a security consulting firm work?

    William Belmont
    Investigative Attorney
    (212) 695-0086
    bill@thebelmontgrp.com
    http://Thebelmontgrp.com

    About William Belmont
    The Belmont Group was founded by investigative attorney William B. Belmont. Mr. Belmont
    has over 30 years of experience in the investigation, due diligence and security field. In addition
    to having worked as a law enforcement officer and trial attorney, Mr. Belmont served as Director
    of Operations for the New York office of Pinkerton Consulting & Investigations.
    Mr. Belmont has overseen the management of hundreds of corporate investigations involving
    fraud, workplace misconduct, brand protection and theft of trade secrets. Additionally, he has
    managed hundreds of investigations for national and international law firms. Also, he has
    developed and implemented due diligence protocols for dozens of financial institutions to ensure
    the integrity of their investments. He provides clients with pre-incident consulting, including
    vulnerability surveys, threat assessments and crisis management plans and procedures.
    Furthermore, Mr. Belmont provides security consulting services to clients for personal and
    private events.

    Mr. Belmont oversees the implementation of increased security measures for many corporate
    clients. He serves as a member of crisis management teams, assisting with contingency plans for
    critical occurrences, such as terrorist attacks, natural disasters, computer network penetrations,
    business interruptions and incidents of workplace violence. Mr. Belmont is also a frequent
    speaker on post 9/11 corporate security issues and appeared on Fox News following the World
    Trade Center attack.

    Belmont has managed numerous litigation investigations for national and international law firms,
    including: a national identity theft for a Fortune 500 corporation, fraud at a large real estate
    company, and numerous domestic and international intellectual property investigations.
    With a background as a trial attorney and investigative attorney, Belmont has considerable
    experience investigating civil and criminal matters in a wide range of industries including
    finance, fashion, entertainment and real estate.

    In addition to his experience as an attorney, Belmont served as a police officer in Mesa, Arizona.
    He received his B.A. in criminal justice from The George Washington University and his J.D.
    from Benjamin N. Cardozo School of Law.

    Belmont’s community service activities include serving as President of the Lynbrook School
    Board and volunteering as an assistant varsity football coach, as well as a youth coach for boys And girls sports.


    Who Keeps Insurance Companies Honest? | Ken Levinson | 495 May 17, 2022
    Show notes

    We need attorneys like Ken Levinson to make sure insurance companies do what they are supposed to do. Ken represents victims of the negligence of others. Join Dave Lorenzo as he interviews trial lawyer, Ken Levinson.

    00:00 Who Keeps Insurance Companies Honest?
    01:51 How did Ken become an Injury Lawyer?
    03:56 How the Personal Injury Case Process Works
    06:12 How can you protect your interests in the event of an accident?
    08:06 Is it advisable to seek medical attention quickly following an accident if you have a legal case?
    09:40 What does Ken Firm focus on?
    11:34 What leads Truck Cases to Ken's firm?
    12:30 What distinguishes a Truck Case from other types of cases?
    16:43 Ken's advice on growing his firm throughout the years
    18:10 What do people want to know about Personal Injury or Truck Accidents?
    20:57 How does Ken help Lawyers with the presentation strategy in Juries?
    22:05 What is the procedure for forming a Federal Jury?
    24:43 The importance of likability in building a connection with the person you're arguing with.

    Ken Levinson
    Founding Partner
    Levenson & Stefani
    (312) 376.3812
    Ken@levinsonstefani.com
    https://levinsonstefani.com

    About Ken Levinson:
    Kenneth H. Levinson is the founding partner of Levinson and Stefani Injury Lawyers, a Chicago firm concentrating in representing families in wrongful death and serious injury matters arising out of truck and auto crashes. Ken co-authored the current edition of Litigating Major Automobile Injury and Death Cases, published by AAJ Press/Thomson-Reuters, as well as numerous legal articles Ken was named by Illinois Super Lawyers as one of the top attorneys in Illinois for 2010–2022 and made the list of the Super Lawyers Top 100 Lawyers in Illinois in 2012, 2016, 2019,2020, 2021, and 2022. Ken was also recognized by Leading Lawyers in 2017-2022. He is currently the Chair-Elect for the American Association for Justice (AAJ)Interstate Trucking Litigation Group, the Co-Chair of AAJ’s Jury Bias Litigation Group, and the past Chair of AAJ’s Motor Vehicle Collision, Highway Section. Ken currently serves on the Illinois Trial Lawyers Association Board of Managers. He is also an invited speaker and faculty member at various trial lawyer programs throughout the country


    How to Emotionally Engage People with the Written Word | Lauren Hauptman | 494 May 16, 2022
    Show notes

    How to Emotionally Engage People with the Written Word

    Do you want to improve your writing?
    Do you want to discover new ways to emotionally engage the readers of your content?
    Do you want to get to know an outstanding writer/editor?

    If you answered "Yes" to any of these questions, this is the Inside BS Show for you. Join Dave Lorenzo as he interviews Lauren Hauptman.

    00:00 How to Emotionally Engage People with the Written Word
    01:01 What makes Lauren the BEST in her field?
    05:12 How do we make sure our writing will connect with people?
    07:26 How does a ghostwriter write in a client's voice?
    09:39 How Dave gets into the head of the reader
    12:41 How to ensure you deliver on clients' expectations
    14:31 What is the importance of editing?
    19:09 How to make sure the content "hangs together"
    23:10 What is the most difficult thing for Lauren to edit?
    26:37 What is an excellent example of truly high-quality writing?
    32:41 How to Use Headlines to Engage Readers
    37:43 How can people work with Lauren?

    Lauren Hauptman
    Lauren Hauptman, Ink.
    Editorial and Creative Services Consultant
    (415) 994-9424
    lauren@laurenhauptmanink.com
    https://www.laurenhauptmanink.com/

    About Lauren Hauptman
    Building better business stories through words and pictures: Lauren Hauptman Ink provides editorial and creative services consulting to clients of all sizes and industries.
    Services include marketing communications, copywriting & ghostwriting, editing & proofreading, publications & magazine consulting, branding and design. We specialize in translating business speak to people speak and marrying verbal and visual communications.
    We create everything from brochures and newsletters, to PowerPoint presentations and website content, to client success stories and articles, to fund-raising and sales promotions, handling projects from conception to fruition, on time and within budget.


    How to Make Employee Benefits a Competitive Advantage | Mark Shore | 493 May 11, 2022
    Show notes

    How can you make employee benefits a competitive advantage for your business? Listen to this episode of the Inside BS Show to find out.

    00:00 How to Make Employee Benefits a Competitive Advantage
    00:58 The Interesting Background of Mark Shore
    03:22 What are the common misconceptions with Benefits Consultants?
    06:52 How has working from home influenced Mark’s work?
    08:07 Is the future bright for employee benefits?
    09:44 What is Open Enrollment Period?
    10:54 What are the different benefit tiers available?
    16:50 How much does Disability Insurance usually cost?
    18:58 What has made Mark so successful?
    20:23 What is the future of the benefits industry?
    24:24 Mark's Great Advice for start-up business

    Mark Shore
    President
    Employee Benefits Consultant
    (908) 228-2466
    mshore@atlasconsultingllc.com
    www.atlasconsultingllc.com

    Mark Shore graduated the University of Connecticut, Storrs, CT, in May 1993 with a Bachelor of Science in Actuarial Science. He has worked in the insurance industry for the past 30 years in various capacities, including but not limited to underwriter, actuarial consultant, sales representative, and insurance broker. In August, 2010, Mark founded Atlas Consulting Services, LLC where he continues to develop, implement and manage Employee Benefit insurance programs for his clients.


    What you Need to Know Before You Get Divorced | Christine Fitzgerald | 492 May 10, 2022
    Show notes

    On today's Inside BS Show, Dave Lorenzo interviews Family Law Attorney Christine Fitzgerald. This is What you Need To Know Before You Get Divorced.

    Chapters:
    00:00 What You Need to Know Before You Get Divorced
    01:26 How did Christine become a Family Law Attorney?
    02:12 What does Christine like and dislike about her work?
    03:12 What is the pandemic's impact on Divorce Lawyers?
    05:09 What should you look for in a Divorce lawyer?
    07:10 What parents should know about the divorce process, consequences,
    and effects on children’s wellbeing?
    10:16 Is Divorce really just an emotionally charged negotiation?
    13:29 Christine's Divorce Success Story
    18:21 How does Christine get her clients?
    19:29 What should clients know before hiring Christine as a divorce lawyer?
    21:19 What is the process of becoming a Fellow for the American Academy of Matrimonial Lawyers?

    Christine Fitzgerald
    Family Law Attorney
    (908) 324-5400
    fitzgerald@sflnj.com
    www.seidenfamilylaw.com

    About Christina Fitzgerald:
    Christine is an experienced and compassionate family law attorney practicing in Northern New Jersey. She knows that there is no one size fits all for families and approaches each case with a unique strategy that is right for her client and their family. Christine is active in the Hudson County Bar Association as the current Treasurer and the Family Law Section of the New Jersey State Bar Association as a member of its Executive Committee and will be sworn in as Secretary in May 2022. She is the 2018 recipient of the Family Lawyer of Year Award given by the Hudson County Bar Association.


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