89 - What is Your Business Worth - even if you don't plan to sell with Robert Welke

89 - What is Your Business Worth - even if you don't plan to sell with Robert Welke

Most business owners assume that if their business is profitable, it's automatically valuable to a buyer. Robert Welke, Calgary-based Mexit advisor, business growth transformation coach, and a three-decade veteran of starting, scaling, and selling his own companies, joins Kari to explain why that assumption is wrong, and why it matters far beyond any one owner's retirement plans. With 76% of Canadian business owners planning to exit by 2030, this conversation is about what actually makes a business transferable, and why so few are ready. Key Topics Discussed: * Profitability does not equal saleability Robert lays out the five factors that actually determine whether a business can be sold, and it's not the one most owners assume.   * There's a hidden risk sitting in most owners' heads A huge amount of what makes a business run - the relationships, the know-how, the decisions, often lives in one person. Robert explains exactly why that's a ticking clock, and what tends to trigger the fallout.   * Not every growth path leads to a sellable business There are two very different ways owners build their companies, and only one of them ends in something someone else can actually buy. Robert shares how he learned the difference the hard way.   * The real threat to your team isn't who you think Robert's "A, B, C, and Culture Killer" framework flips a common assumption about which team members are actually holding a business back, and it's not the underperformers.   * Your business matters to more than just you. With a striking number of Canadian owners planning to exit in the next decade, Robert connects the dots between individual businesses and what happens to entire communities when they aren't set up to be passed on. Robert's story is a reminder that the things we avoid looking at, the systems we haven't written down, the person we haven't let go of, the plan we keep telling ourselves we'll get to eventually, don't stay small. They compound, quietly, until a health scare or an unexpected offer forces the question we should have answered years earlier. The good news is that none of this requires reinventing who you are as an owner. It requires getting honest about where the business still depends on you, and building the structure that lets it stand on its own. That's not a threat to your legacy, it's how you protect it. If this episode had you thinking about what's really running through your head instead of your systems, that's exactly the work we do inside the Anchored Leadership Academy. The next cohort of the Anchored Leadership Academy [https://www.betheanchor.ca/work-with-me/anchored-leadership-academy/] opens this fall.   Listen and subscribe on Apple Podcasts [https://podcasts.apple.com/us/podcast/be-the-anchor-strategies-and-support-for-small/id1703826597] or Spotify [https://open.spotify.com/show/6HUR2d5SsN6Ov1KwzzJnpv?si=877f4d7fd99d4337] - start building a business that works for you, not just because of you.   Connect with Robert and learn more about his incredible work here: Website: mexit.ca [http://mexit.ca] Email: rwelke@proactv.ca [rwelke@proactv.ca] LinkedIn: www.linkedin.com/in/robert-welke-cepa-b-comm-cert-value-builder-author-753b141/ [http://www.linkedin.com/in/robert-welke-cepa-b-comm-cert-value-builder-author-753b141/] Work with Kari:  * Anchored Leadership Academy [https://www.betheanchor.ca/work-with-me/anchored-leadership-academy/] * Private Business and Leadership Coaching [https://www.betheanchor.ca/work-with-me/private-business-leadership-coaching/] Contact Kari Lotzien | Be the Anchor:  * Website: BeTheAnchor.ca [https://www.betheanchor.ca/] * Facebook: BeTheAnchorLtd [https://www.facebook.com/betheanchorltd] * Instagram: BeTheAnchor.ca [https://www.instagram.com/betheanchor.ca/] * Linked In: Kari Lotzien [https://www.linkedin.com/in/kari-lotzien-1094b561/] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

88 - The Slow Build: What Sustainable Growth Actually Looks and Feels Like

You know the business is going to work. You're past the startup grind, you have paying clients, and you've built something real. But it still feels heavier than you expected, and the strategies that got you here aren't cutting it anymore. In this episode, Kari gets honest about what actually moves the needle at this stage of business, and why most established owners are missing at least one of the three things she covers. None of them are loud. None of them are complicated. But most established owners are missing at least one of these foundations and many are missing all three.  Key Topics Discussed: * Why the strategies that built your business to this point are not the same ones that will take it further * The specific feeling that tells you you're at this stage and why your gut already knows what it needs * Why most established owners are in the wrong room, and don't realize it * What real community looks like at this stage (and why many networking events don't qualify) * The importance of working with a coach who has learned a framework from someone else and one who has actually lived it. * Why hustle-culture coaching and hype-girl energy are absolutely the wrong fit at this stage. * The truth about protected strategic time, and why carving out small pockets in your calendar is not enough You didn't build this far by accident. You are good at what you do, and the people around you know it. But good at your craft and good at leading a business are two different things, and nobody hands you the manual for the stage you're in right now. If any part of this episode felt a little too familiar, that's not a coincidence. It means you're ready for something different. Not louder. Not harder. Just more solid. Free workshop: Beyond Coffee Chats - https://calendly.com/kari-betheanchor/beyond-coffee-chats-a-system-to-network-intentionally [https://calendly.com/kari-betheanchor/beyond-coffee-chats-a-system-to-network-intentionally] The next cohort of the Anchored Leadership Academy [https://www.betheanchor.ca/work-with-me/anchored-leadership-academy/] opens this fall. Listen and subscribe on Apple Podcasts [https://podcasts.apple.com/us/podcast/be-the-anchor-strategies-and-support-for-small/id1703826597] or Spotify [https://open.spotify.com/show/6HUR2d5SsN6Ov1KwzzJnpv?si=877f4d7fd99d4337] - start building a business that works for you, not just because of you.   Work with Kari:  * Anchored Leadership Academy [https://www.betheanchor.ca/work-with-me/anchored-leadership-academy/] * Private Business and Leadership Coaching [https://www.betheanchor.ca/work-with-me/private-business-leadership-coaching/] Contact Kari Lotzien | Be the Anchor:  * Website: BeTheAnchor.ca [https://www.betheanchor.ca/] * Facebook: BeTheAnchorLtd [https://www.facebook.com/betheanchorltd] * Instagram: BeTheAnchor.ca [https://www.instagram.com/betheanchor.ca/] * Linked In: Kari Lotzien [https://www.linkedin.com/in/kari-lotzien-1094b561/] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

87 - Learn to Dress for Who You Are Now with Shelby Eloria

What if the way you get dressed in the morning is quietly affecting how you show up as a leader? In this conversation Kari sits down with Shelby Eloria - identity coach, image consultant, and founder of All Set Style, to explore the connection between personal style, self-perception, and confidence. Shelby shares how she left a decade-long corporate HR career to build a business around something she had always known mattered but had never let herself take seriously: the way clothing communicates who we are to ourselves and to the world. Key Topics Discussed: * From Corporate HR to Identity Coach: The Layoff That Became a Gift How Shelby spent more than a decade in oil and gas HR knowing something needed to change, and why being laid off in 2016 turned out to be the permission slip she had been waiting for.   * Style vs. Fashion: Why They Are Not the Same Thing The distinction that drives everything Shelby does: fashion is about trends and brands; style is personal communication. What you wear says something to other people, but more importantly, it says something to you.   * The Monday Morning Story That Changed Everything The moment Shelby reached into the back of her closet to match her mood and spent the rest of the day distracted, diminished, and wanting to disappear. And what she decided the moment it was over.   * What It Actually Costs You to Stay Stuck The real price of waiting: the money spent on clothes that never get worn, the events you skip, the opportunities you quietly let pass because you don't feel right in what you're wearing, even when you can't name why.   * Why Having a Clear System Changed Her Business How building a defined process, Style Foundations, wardrobe edit, shopping, styling session, in that exact order, transformed Shelby's client results and her confidence in charging what her work is actually worth.   * What Happens When Identity Meets Image What Shelby gets to witness when a client looks in the mirror and sees themselves differently. The shoulders shift. The smile appears. And the feedback they start getting isn't "I love your outfit" it's "something is different about you."   * The Identity Work Underneath the Wardrobe How Shelby's work evolved from personal styling into something deeper: examining the stories people tell themselves about what they're allowed to wear, who they're allowed to be, and how they deserve to show up.   * Men, Women, and the Same Core Struggle The similarities and differences in how men and women move through this work and why both carry stories about who they have to be that need to be broken before anything else can change. If this conversation made you pause, if you thought about the events you've skipped, the closet you dread opening, or the version of yourself you haven't quite let show up yet,  that pause is worth paying attention to. Shelby's work starts exactly there. Whether you're ready to dive in with a full style consultation or you just want to start asking better questions about how you want to show up, her Five Ways to Level Up Your Style workbook is a powerful first step. And if this episode resonated, share it with someone who keeps saying they'll deal with their closet later. Later has a cost and now you know what it is. The next cohort of the Anchored Leadership Academy [https://www.betheanchor.ca/work-with-me/anchored-leadership-academy/] opens this fall.   Listen and subscribe on Apple Podcasts [https://podcasts.apple.com/us/podcast/be-the-anchor-strategies-and-support-for-small/id1703826597] or Spotify [https://open.spotify.com/show/6HUR2d5SsN6Ov1KwzzJnpv?si=877f4d7fd99d4337] - start building a business that works for you, not just because of you.   Shelby's Five Ways to Level Up Your Style workbook: https://www.allsetstyle.com/level-up-your-style [https://www.allsetstyle.com/level-up-your-style] *Code for 50% off: anchored50   Connect with Shelby and learn more about her incredible work here: Website: allsetstyle.com [http://allsetstyle.com] Email: shelby@allsetstyle.com [shelby@allsetstyle.com] Instagram: @allsetstyle [https://www.instagram.com/allset.style/] / @shelbyeloria [https://www.instagram.com/shelbyeloria/] Facebook: All Set Style / Shelby Eloria [https://www.facebook.com/allsetstyle] LinkedIn: Shelby Eloria [https://www.linkedin.com/company/all-set-style] Work with Kari:  * Anchored Leadership Academy [https://www.betheanchor.ca/work-with-me/anchored-leadership-academy/] * Private Business and Leadership Coaching [https://www.betheanchor.ca/work-with-me/private-business-leadership-coaching/] Contact Kari Lotzien | Be the Anchor:  * Website: BeTheAnchor.ca [https://www.betheanchor.ca/] * Facebook: BeTheAnchorLtd [https://www.facebook.com/betheanchorltd] * Instagram: BeTheAnchor.ca [https://www.instagram.com/betheanchor.ca/] * Linked In: Kari Lotzien [https://www.linkedin.com/in/kari-lotzien-1094b561/] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

86 - Why the Business Follows You Home

If your business is following you into the rooms it has no business being in (the dinner table, the vacation, the quiet corner at a family gathering) this episode is for you. Kari opens with a personal story that stopped her in her tracks: showing up for her sister's newborn, physically present but mentally still at work, managing a contract negotiation and a client situation that "really couldn't wait." It wasn't a crisis. It was just Tuesday. This episode goes deeper than the usual advice. Not better boundaries. Not just put your phone away. This is about why it's happening, and why that pattern is far more solvable than most people realize. Key Topics Discussed: * The Eight-Day Work Week Is Real and the Data Backs It Up Why profitable, established business owners are still working 50–54 hours a week, and what the numbers from the BDC and CFIB actually reveal about the nature of the problem.   * This Is Not a Time Management Problem Why the usual advice - better boundaries, more discipline, just put your phone away, misses the point entirely, and what is actually keeping owners stuck.   * The Three Stages: Service Provider > Manager > Leader A framework for understanding how most owners move through these roles, where they get stuck in the middle, and why that gap is where the business starts to live in them.   * Why Your Business Follows You Everywhere The structural reality behind why you can't fully step away, and why it has nothing to do with being a control freak, lacking trust, or being unwilling to let go.   * Why Delegation Doesn't Stick The real reason tasks find their way back to you: not the wrong hire, not the wrong task but a gap in decision-making capacity and unclear expectations underneath the handoff.   * The Leadership Question That Changes Everything The shift from "what needs solving?" to "what can be solved without me?" and why that single reframe is what moves you from management into genuine leadership.   * Leadership Is a Skill You Were Never Taught Why most owners spend years mastering their craft but were never given the practical tools to lead, and why that means the pattern isn't fixed, it's learnable.   * Flexibility Without Presence Isn't Freedom The difference between having the time carved out and actually being there, and why the goal is real presence, not just physical availability. The next cohort of the Anchored Leadership Academy [https://www.betheanchor.ca/work-with-me/anchored-leadership-academy/] opens this fall, and if this episode resonated with you, now is the time to get started. Before the cohort begins, Kari is running a free two-hour workshop called the Leader's Reset, a practical hands-on look at what it actually means to build the structure that transfers responsibility out of your head and into your business. It is a real glimpse of the work, not just a conversation about it. If you have been waiting for the right moment to make a change that actually lasts, this is where you start.   Listen and subscribe on Apple Podcasts [https://podcasts.apple.com/us/podcast/be-the-anchor-strategies-and-support-for-small/id1703826597] or Spotify [https://open.spotify.com/show/6HUR2d5SsN6Ov1KwzzJnpv?si=877f4d7fd99d4337] - start building a business that works for you, not just because of you.   Work with Kari:  * Anchored Leadership Academy [https://www.betheanchor.ca/work-with-me/anchored-leadership-academy/] * Private Business and Leadership Coaching [https://www.betheanchor.ca/work-with-me/private-business-leadership-coaching/] Contact Kari Lotzien | Be the Anchor:  * Website: BeTheAnchor.ca [https://www.betheanchor.ca/] * Facebook: BeTheAnchorLtd [https://www.facebook.com/betheanchorltd] * Instagram: BeTheAnchor.ca [https://www.instagram.com/betheanchor.ca/] * Linked In: Kari Lotzien [https://www.linkedin.com/in/kari-lotzien-1094b561/] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

85 - Building Business Development Systems That Actually Move the Needle with Kelly Kennedy

In this episode of Anchored Leadership, Kari Lotzien sits down with Kelly Kennedy, founder and CEO of Capital Business Development, host of The Business Development Podcast, creator of the Catalyst Club Community, and founder of the Business Development Mastery Coaching Program. With nearly two decades of experience in sales and business development, Kelly brings a grounded, practical perspective on what it really takes to grow a business with consistency and confidence. Kari and Kelly explore why great service alone is not enough, how business owners can move past the discomfort of direct outreach, and why structure, follow-up, and community are essential pieces of sustainable growth. Key Topics Discussed: * The difference between sales, marketing, and business development Kelly shares how he first discovered business development after being offered the role early in his career and realizing there were very few resources available. That gap eventually became the fuel behind his podcast and coaching work.   * Why great service is not enough to grow a business We talk about the trap many service-based business owners fall into: believing that if they provide excellent service, referrals will naturally keep the business growing. That can work for a while, but it often leaves major opportunities on the table.   * Making time for business development Kelly recommends blocking dedicated time each week for focused business development activities. Not scrolling, not posting into the void, not hoping the phone rings, but intentionally reaching out, making connections, and asking for the next step.   * Getting comfortable with “no” One of the biggest mindset shifts in this episode is learning to see a no as useful information, not personal rejection.   * The power of strategic follow-up Kelly explains why one email or one call is rarely enough. People are busy, inboxes are crowded, and timing matters. Consistent, respectful follow-up is not pestering when it is done with professionalism and purpose.   * Using podcasting and social media to build visibility We discuss how podcasting can build credibility, create warm introductions, and allow people to understand how you think long before they ever book a call. Kelly also shares why LinkedIn and Instagram have become important tools in his business development strategy.   * Creating community without making yourself the centre of the room Kelly shares the story behind Catalyst Club and why he wanted to create a lower-barrier, remote-first community where business owners and experts could connect, learn, and support each other.   * Structure creates flexibility One of the strongest leadership takeaways from this conversation is that calendars, systems, batching, and planning ahead do not restrict freedom. They protect it. Kelly shares how he uses planning, content buffers, and focused calendar blocks to keep multiple businesses and podcasts moving. This episode is a reminder that business development does not need to feel pushy, complicated, or disconnected from your values. At its best, it is about being strategic, building relationships, following up with intention, and creating systems that keep your business visible even when life gets full. For small business owners, especially those in service-based businesses, this conversation is a practical nudge to stop waiting for referrals to do all the heavy lifting. Your reputation matters, but so does your willingness to be seen, ask clearly, and follow through consistently.   Listen and subscribe on Apple Podcasts [https://podcasts.apple.com/us/podcast/be-the-anchor-strategies-and-support-for-small/id1703826597] or Spotify [https://open.spotify.com/show/6HUR2d5SsN6Ov1KwzzJnpv?si=877f4d7fd99d4337] - start building a business that works for you, not just because of you.   Kelly Kennedy is the Founder & CEO of Capital Business Development, host of The Business Development Podcast and I Used To Work There, creator of The Catalyst Club Community, and founder of the Business Development Mastery Coaching Program. Known by many as The Podfather and the Hope Dealer, Kelly brings nearly two decades of sales and business development experience to helping entrepreneurs, sales professionals, and business leaders build better systems, create real momentum, and grow with confidence. Connect with Kelly and learn more about his incredible work here: Websites: https://www.kellykennedyofficial.com [https://www.kellykennedyofficial.com/] https://www.capitalbd.ca [https://www.capitalbd.ca/]  LinkedIn: https://www.linkedin.com/in/kellykennedyofficial/ [https://www.linkedin.com/in/kelly-kennedy-cbd/] Podcasts: https://thebusinessdevelopmentpodcast.captivate.fm/listen [https://thebusinessdevelopmentpodcast.captivate.fm/listen] https://iusedtoworkthere.com/listen [https://iusedtoworkthere.com/listen]   Work with Kari:  * Anchored Leadership Academy [https://www.betheanchor.ca/work-with-me/anchored-leadership-academy/] * Private Business and Leadership Coaching [https://www.betheanchor.ca/work-with-me/private-business-leadership-coaching/] Contact Kari Lotzien | Be the Anchor:  * Website: BeTheAnchor.ca [https://www.betheanchor.ca/] * Facebook: BeTheAnchorLtd [https://www.facebook.com/betheanchorltd] * Instagram: BeTheAnchor.ca [https://www.instagram.com/betheanchor.ca/] * Linked In: Kari Lotzien [https://www.linkedin.com/in/kari-lotzien-1094b561/] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.