What Losing Everything Taught Krystle Holguin About Leading With Emotional Intelligence

Greg Light on Why Every Business Valuation Comes Down to Cash Flow and Risk

🎧 Cash Flow, Risk, and 2,000 Engagements: Greg Light’s Journey in Business Valuation Greg Light, managing director and co-founder of Bodmer Price and Light, has spent 21 years helping business owners understand what their companies are actually worth — and why the gap between what owners think and what the market says is almost always about two things: cash flow and risk. His boutique firm, launched in 2022, has already completed hundreds of engagements across estate planning, litigation support, and M&A advisory by doing something most firms don’t: treating overtime hours like what they actually are — profit to be shared. ✨ Key Insights You’ll Learn: * Denied entry to Michigan’s business school, then framed the rejection letter as a badge of honor * Completing undergrad in three years by maxing out credits and negotiating prerequisite exceptions * Sharpening precision at Duffin Phelps under Fortune 100 clients with zero tolerance for error * Leaving a 400-hour month behind when he hadn’t seen his newborn daughter awake in three weeks * The septic convention in Frankenmuth that produced two clients and a career-defining insight * How cash flow and risk distill every valuation down to its core * Why 30% of business owners actually undervalue their own companies * The overtime model that has produced near-zero employee turnover in five years * Six hours on the federal court stand and what the judge called the “machine gun” approach * Why engaging clients three to five years before an exit changes what’s actually possible 🌟 Greg’s Key Mentors: * His Parents: paid for college through a master’s degree and gave him a debt-free start to adulthood * Duffin Phelps Bosses: instilled a standard of precision that still drives every report Greg produces * Raymond Consulting Leadership: taught him urgency, prioritization, and the value of varied client work * Septic Installer at Frankenmuth: delivered the clearest distillation of valuation Greg has ever heard * His Partners (Jason Bodmer and Don Price): built a firm culture around transparency and fair pay from day one 👉 Don’t miss this candid conversation about the gap between what business owners think their company is worth and what it actually is — and how one firm is building something different from the inside out. 🔗 Connect with Greg Light: Website: bodmerprice.com LinkedIn: Greg Light, Bodmer Price and Light 📤 Transcript Available: Greg Light on Why Every Business Valuation Comes Down to Cash Flow and Risk 📺 Watch on YouTube: Inspired Stories Podcast 🌐 Our Website: The Inspired Stories Podcast 📤 Special Thanks to Anthony Codispoti & AddBack Benefits Agency: AddBack Benefits Agency - Providing innovative employee benefits solutions that improve employee well-being while optimizing your bottom line Website: addbackbenefits.com

Kyle McCord on Why Owner Operators Are Always Outmatched When Private Equity Shows Up

🎧 From Emancipated Minor to Exit Advisor: Kyle McCord’s Journey to Max Value Advisors Kyle McCord, founder and managing director of Max Value Advisors, spent over 15 years inside commercial banking watching business owners get outmatched by private equity at the closing table. That pattern became his obsession — and eventually his company. Today he works with lower middle market businesses doing $5 to $75 million in revenue, helping them scale, acquire, and exit on their own terms. ✨ Key Insights You’ll Learn: * Emancipated at 16, toured professionally as a musician before enrolling at Indiana University * 15-year banking career across First Merchants, KeyBank, and BMO Harris in commercial lending * Front-row view of how private equity firms outleverage owner operators in every transaction * Why the lower middle market ($5M–$75M revenue) is underserved and where the real opportunity lives * Four core service programs: Assessment, Acceleration, Accountability, and Advisory * Sophisticating financial reporting as the first step toward increasing company valuation * Why calling an exit advisor when you’re ready to sell is already too late * The mindset shift from employee to entrepreneur: taker to giver * Specialty contractor, light manufacturing, and private medical practice as core focus industries * Building Max Value Advisors in Tampa Bay with a goal to double revenue in year four 🌟 Kyle’s Key Mentors: * His Grandfather (Pastor): only father figure in his life; modeled faith through adversity and showed what it looks like to carry others through hard times * Tour Manager: introduced Kyle to college and the idea of investing in education over the stock market * Exit Planning Institute: provided the CEPA credential and structured framework for exit advisory work * Commercial Banking Mentors: gave Kyle the underwriting discipline and scrutiny that anchors his advisory methodology * Private Equity Partners: educated Kyle on how buyers evaluate targets and what makes a business acquisition-ready 👉 Don’t miss this conversation about growing up fast, building something from scratch, and why the gap between a good business and a great exit is almost always a planning problem. 🔗 Connect with Kyle McCord: Website: maxvalueadvisors.com 📤 Transcript Available: Kyle McCord on Why Owner Operators Are Always Outmatched When Private Equity Shows Up 📺 Watch on YouTube: Inspired Stories Podcast 🌐 Our Website: The Inspired Stories Podcast 📤 Special Thanks to Anthony Codispoti & AddBack Benefits Agency: AddBack Benefits Agency - Providing innovative employee benefits solutions that improve employee well-being while optimizing your bottom line Website: addbackbenefits.com

Ramona Cedeno Built a Firm by Sending One Email to Her Contact List

From Corporate Finance to Fractional CFO: Ramona Cedeno’s Journey Building FiBrick Ramona Cedeno, CPA, CFP, and founder and CEO of FiBrick, shares her path from immigrant daughter to fractional C-suite partner for growth-stage startups. She opens up about leaving corporate stability, building a firm from a single email, and the personal crisis that reshaped her resilience and leadership philosophy. Key Insights You’ll Learn: * Founding FiBrick in 2015 with one email and no client list * Hiring first employee after just six months as a solo practitioner * Fractional CFO services for companies generating $1M-$10M in revenue * Capital readiness as a business lifestyle, not a one-time checklist * Why misaligned financial stories kill otherwise fundable companies * Reading financials to find pricing gaps, overspending, and margin compression * Combined CPA and CFP credentials informing personal wealth planning for owners * Working with tech, professional services, distributors, and nonprofits nationally * Overcoming fear of public speaking through Toastmasters and continuing education * Using AI for data analytics, content creation, and client financial analysis Ramona’s Key Mentors: * Her Mother: Instilled responsibility, leadership by example, and family-first values * Time Inc. Finance Team: Built foundational accounting and reporting discipline over 10 years * Handy Leadership: Showed firsthand what founders need most from a financial partner * Rebecca (Former Colleague): Encouragement and practical advice that sparked pursuit of public speaking skills * Early Clients and Referral Network: Taught her that lost clients are replaced by two more Don’t miss this conversation about building a firm from scratch, what capital readiness really means, and how one immigrant woman turned fear into a platform. Connect with Ramona Cedeno: Website: FiBrick.com LinkedIn: Ramona Cedeno Transcript Available: Ramona Cedeno Built a Firm by Sending One Email to Her Contact List Watch on YouTube: Inspired Stories Podcast Our Website: The Inspired Stories Podcast Special Thanks to Anthony Codispoti & AddBack Benefits Agency — Providing innovative employee benefits solutions that improve employee well-being while optimizing your bottom line. Website: addbackbenefits.com

Jeff Church Took Cold Press Juice from a Kitchen to $350 Million Exit in 8 Years

🎧 From Cold Press Kitchen to $300 Million Exit: Jeff Church’s Entrepreneurial Journey Jeff Church, co-founder of Suja Juice and founder of CPG Founders Group and Dream Makers, scaled a cold press juice concept from a San Diego kitchen to $300 million in five years — then kept building. Across eight companies, more than $275 million raised, and nearly $700 million returned to investors, Jeff’s career is defined less by exits than by the hard-won clarity that came between them. ✨ Key Insights You’ll Learn: * CPA roots at Ernst & Young to running a failing subsidiary at age 27 * First consumer brand: Lynx outdoor grills acquired for $9.5M, sold for $35M in three years * Nika bottled water: philanthropy-first model that taught why mission alone doesn’t drive repeat purchase * Meeting Eric, the 20-year-old making dark green juice with three ingredients * Whole Foods relationship-building and landing in the cold press category from day one * Trucking his own product from San Diego to Long Beach for the first three months * Post-COVID Coca-Cola exit: $40 million in debt expiring in four months * Building Babu, a curated CPG large language model trained on 6,000 of Jeff’s own articles * Proto protein soda launch at Sprouts: 10 grams of whey, zero sugar, three grams of fiber * Why fear of mediocrity eventually overtook fear of failure — and the football moment that unlocked it 🌟 Jeff’s Key Mentors: * His Father (CFO Background): instilled love of numbers and business fundamentals from childhood * Jessica (First Sales Rep): connected Suja to Whole Foods and became the brand’s first hire * Early Whole Foods Buyers: collaborative retail relationships that shaped product development from day one * Senior Operators and PE Network: ongoing peer pulse checks that inform current coaching and investing work * His Kids: challenged him to start Nika and sparked the entrepreneurial plunge that led to Suja 👉 Don’t miss this candid conversation about addiction, IQ tests, failed companies, and what it actually takes to build something worth exiting. 🔗 Connect with Jeff Church: Website: cpgfoundersgroup.com Email: jeff@teamchurch.co AI Tool: askbabu.ai 📤 Transcript Available: Jeff Church Took Cold Press Juice from a Kitchen to $350 Million Exit in 8 Years 📺 Watch on YouTube: Inspired Stories Podcast 🌐 Our Website: The Inspired Stories Podcast 📤 Special Thanks to Anthony Codispoti & AddBack Benefits Agency: AddBack Benefits Agency - Providing innovative employee benefits solutions that improve employee well-being while optimizing your bottom line Website: addbackbenefits.com

Peter Holton on What Owners Get Wrong About When to Sell Their Business

Peter Holton: From Blue Collar Roots to M&A Advisor in the Facility Services Industry Peter Holton, Managing Director at Caber Hill Advisors, shares how a childhood in a family construction business, a decade at one of the world’s largest paving companies, and a near-fatal aneurysm at 42 shaped a different kind of investment banker — one who speaks the language of the owners he serves and tells them what they need to hear, not what they want to. Key Insights You’ll Learn: * Growing up in a family construction company in Milwaukee and working through middle school, high school, and college * Building regional and national operations experience at Rose Paving as it grew from $10M to $200M+ * Moonlighting in M&A while still at Rose Paving and eventually co-founding Caber Hill Advisors * Why Caber Hill recruits advisors who came from the industries they serve * The difference between platform companies and bolt-on acquisitions in private equity * The 5Ks exit planning framework: knowing what your business is worth, what buyers want, and when to sell * Three reasons deals fall apart: declining revenue, buyer discovery, and owner’s unclear post-sale path * Why rolling equity is becoming the preferred structure for owners who want one foot in, one foot out * Surviving a brain aneurysm at 42 and what it clarified about what actually matters * Why talking to your spouse before talking to a banker is step one of any exit Peter’s Key Mentors: * His Parents: Founded a family contracting business in Milwaukee and modeled blue collar work ethic from day one * Rose Paving Leadership: Gave him autonomy, accountability, and a front-row seat to a national M&A growth strategy * Craig Castelli (Partner, Caber Hill): Taught him the sell-side M&A process from the ground up and built the firm with him * CB Kuzulik (Rose Paving): Pioneer of the national paving model who showed what bold growth strategy looks like in practice * His Faith and Family: Anchored him through brain surgery and recovery when the psychology was harder than the physical Don’t miss this conversation about what separates operators-turned-advisors from traditional investment bankers, why the right time to start exit planning is usually years earlier than you think, and what an aneurysm teaches you about building something that lasts. Connect with Peter Holton: Website: caberhill.com Transcript Available: Peter Holton on What Owners Get Wrong About When to Sell Their Business Watch on YouTube: Inspired Stories Podcast Our Website: The Inspired Stories Podcast Special Thanks to Anthony Codispoti & AddBack Benefits Agency — Providing innovative employee benefits solutions that improve employee well-being while optimizing your bottom line. Website: addbackbenefits.com