Couverture de The Elevate Your Business Podcast with Adam Koos

The Elevate Your Business Podcast with Adam Koos

The Elevate Your Business Podcast with Adam Koos

De : Adam Koos
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 How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Business - a podcast where we discuss valuable but sophistricated and complex growth and exit strategies - and make them easy to understand. Join us as we talk to successful entrepreneurs, share new and profitable ideas, and help you to grow wiser and wealthier... so that you can experience limitless success in both life and business. Hosted by Adam Koós, CFP®, CMT, CEPA2024 Direction Economie Management et direction
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    Épisodes
    • Why 80% of Businesses Never Sell - Adam Koós on the Grow Your Business and Grow Your Wealth Podcast

      Why 80% of Businesses Never Sell - Adam Koós on the Grow Your Business and Grow Your Wealth Podcast
      Dec 18 2025
      In this special episode share, Adam Koós, joins Gary Heldt as a guest on the Grow Your Business and Grow Your Wealth Podcast for a wide-ranging conversation on fiduciary responsibility, business exit planning, and the hidden risks business owners face when they wait too long to plan. Adam shares his personal journey from pre-med to finance, why he launched Libertas at age 25, and how his mission evolved into helping business owners protect and eventually monetize their life's work. Together, Gary and Adam explore why 80% of business owners' net worth is tied to their company — yet 80% of businesses never sell, dissolving instead. This episode offers a candid, educational look at the realities of exit planning, advisor incentives, and what business owners should be thinking about years before a sale — straight from a conversation where Adam is on the other side of the mic. Episode Timestamps 00:00 – Adam's background and early career influences 02:00 – From pre-med to finance and founding Libertas Wealth 04:00 – Why Adam is passionate about saving people from bad advice 07:00 – What "fiduciary" really means (and what it doesn't) 09:00 – How commissions create hidden conflicts of interest 12:00 – Fee structures, hedge funds, and incentive problems 16:00 – Tax-efficient strategies and DSTs explained 18:00 – Why most business owners wait too long to plan their exit 20:00 – The reality behind the 80% failure-to-sell statistic 22:00 – What real exit planning involves 24:00 – Why buyers don't want to "buy a job" 26:00 – Adam's advice to business owners in their 50s Key Takeaways 💡 Adam is interviewed as a guest on another podcast, sharing his exit-planning perspective💡 Exit planning must begin years before a sale — not months💡 Fiduciary status matters more than most people realize💡 Conflicts of interest are often built into compensation models💡 Business value is created intentionally, not accidentally Key Quotes from Adam Koós 🗣 "If you're not a fiduciary all the time, you're not a fiduciary."🗣 "You can't wait until you're ready to sell to start planning to sell."🗣 "Most business owners don't fail — they just wait too long."🗣 "Buyers don't want to buy a job. They want to buy a business." About This Episode Share This episode features Adam Koós appearing as a guest on The Grow Your Business and Grow Your Wealth Podcast. We're sharing it here with the Elevate community because the conversation directly aligns with our mission: helping business owners build stronger, more valuable, and more transferable businesses. Connect with Adam Koós LinkedIn: https://www.linkedin.com/in/adamkoos Libertas Wealth: https://www.libertaswealth.com Connect with Elevate Website: www.elevateandexit.com YouTube: https://www.youtube.com/@elevateyourbusinesspodcast Facebook: https://facebook.com/elevateandexit Instagram: https://www.instagram.com/elevateandexit Threads: https://www.threads.com/@elevateandexit LinkedIn: https://www.linkedin.com/company/elevateandexit Twiiter: https://x.com/ELEVATEandEXIT Tiktok: https://www.tiktok.com/@elevateexit2 Youtube: https://www.youtube.com/@elevateyourbusinesspodcast email: info@elevateandexit
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      28 min
    • How I Built This: From Sicily to Serial Entrepreneurship - The George Sortino Story

      How I Built This: From Sicily to Serial Entrepreneurship - The George Sortino Story
      Nov 20 2025
      In this How I Built This episode of The Elevate Your Business Podcast, Adam sits down with George Sortino — a Sicilian-born, American-made entrepreneur who built hotels, restaurants, bowling alleys, sports books, barbershops, and entertainment centers across Northern Ohio. From arriving in the U.S. at age seven, to buying his first hotel with no money down, to creating Sortino's legendary Italian restaurant experience, George embodies the spirit of old-school entrepreneurship fueled by humility, grit, and a relentless commitment to people. This episode is packed with "cheat codes" for business owners — including money management rules, leadership principles, customer service philosophy, and timeless lessons George learned from his father that shaped his life and legacy. Episode Timestamps: 00:00 – George's upbringing: from Sicily to Sandusky 03:00 – His father's resourcefulness and early lessons in resilience 05:00 – The entrepreneurial spark rooted in family heritage 07:00 – First jobs, making $1 a day, and learning trades young 10:00 – How a simple conversation led to buying his first hotel 12:00 – The origin story of Sortino's Restaurant 14:00 – Creating the iconic "pasta and wine at the table" experience 16:00 – Early startup challenges, long hours, and labor of love 18:00 – Building multiple businesses: hotels, restaurants, bowling, and more 20:00 – Why relationships became his greatest advantage 23:00 – Selling Sortino's and expanding into Kalahari Resorts locations 25:00 – Balancing business ownership and family life 27:00 – His biggest regrets and proudest family moments 29:00 – The toughest periods as an owner and how he got through them 32:00 – His philosophy: "Problems are opportunities" 34:00 – A powerful story about integrity when no one is watching 36:00 – Money management rules every entrepreneur should follow 40:00 – His favorite business books and success philosophies 42:00 – Looking back: did he exceed his expectations? 46:00 – Advice to aspiring entrepreneurs 49:00 – Advice for business owners feeling stuck or plateaued Key Takeaways: 💡 Relationships are your real competitive advantage.💡 Great service is doing the unexpected — especially when no one is watching.💡 Cashflow discipline builds longevity; living below your means builds freedom.💡 Problems aren't setbacks — they're pathways to profit.💡 Work ethic matters, but humility and kindness matter more.💡 Success doesn't happen by accident; it happens by design. Key Quotes from George Sortino: 🗣 "Problems become opportunities — that's how you build a business."🗣 "The eye of the owner fattens the horse."🗣 "Better to live one day like a lion than a hundred years like a sheep."🗣 "There's nothing more rewarding than relationships — that's what builds success."🗣 "If you don't manage your money, you will never manage your business." Connect with Elevate & the Host: Follow Elevate on Social Media: Facebook: https://facebook.com/elevateandexit Instagram: https://www.instagram.com/elevateandexit Threads: https://www.threads.com/@elevateandexit LinkedIn: https://www.linkedin.com/company/elevateandexit Twitter: https://x.com/ELEVATEandEXIT TikTok: https://www.tiktok.com/@elevateexit2 YouTube: https://www.youtube.com/@elevateyourbusinesspodcast Email: info@elevateandexit.com Website: www.elevateandexit.com Connect with Adam Koós: LinkedIn: https://www.linkedin.com/in/adamkoos Website: https://www.libertaswealth.com
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      50 min
    • Exit Planning Starts Now: How to Build a Sellable Business Long Before You Sell

      Exit Planning Starts Now: How to Build a Sellable Business Long Before You Sell
      Oct 16 2025
      In this episode of The Elevate Your Business Podcast, host Paden Squires sits down with Adam Koós — founder and president of Libertas Wealth Management Group and creator of Adrenaline Advisor Consulting. Adam shares how he built a thriving firm from the ground up after starting his career just ten days before 9/11. From grinding through door-to-door sales to managing four major market crashes, Adam opens up about resilience, leadership, systems, and what it really takes to balance ambition with family life. He also shares how entrepreneurs can turn their business into an investment instead of a job — and why marketing, delegation, and intentionality are key to scaling without burning out. Episode Timestamps: 01:00 – Who Adam is beyond his business: husband, dad, and purpose-driven entrepreneur 05:00 – Learning work-life "intentionality" from his father's example 07:00 – How calendar design helped him build real boundaries 09:00 – Lessons learned from early career hustle and burnout 11:00 – Redefining "balance" as intention, not perfection 13:00 – How Adam redesigned his schedule for freedom 16:00 – Learning to "turn off" and be fully present at home 19:00 – The difference between being behind vs. being behind on what matters 20:00 – Foundational financial advice for entrepreneurs 22:00 – Why every owner needs a CPA, fractional CFO, and value acceleration plan 25:00 – Transition planning vs. exit planning: what business owners get wrong 27:00 – How to make your business sellable (and why you shouldn't wait) 31:00 – The #1 skill behind success: relentless execution 32:00 – Resilience through setbacks and costly mistakes 37:00 – How systems and processes transformed his firm 38:00 – Why marketing is a moral responsibility for ethical advisors 41:00 – The role of mentorship and learning from other business owners 43:00 – Turning your company into an investment, not just a job 44:00 – Final words of encouragement for entrepreneurs who feel stuck Key Takeaways: 💡 Systems create freedom — chaos destroys it. 💡 Success comes from hard work and resilience, but scaling requires delegation. 💡 Treat your family appointments like client meetings — they're just as important. 💡 Every entrepreneur needs financial infrastructure: CPA, CFO, and planning for value. 💡 Build your business to run without you — that's how you turn it into an investment. 💡 Marketing isn't vanity; it's how good advisors protect people from bad ones. Key Quotes from Adam Koós: 🗣 "Pretend everything you do will be on tomorrow's front page — and the rest will take care of itself." 🗣 "There's no trophy for working harder than everyone else. Nobody cares." 🗣 "If you can delegate it or automate it, do it — and spend your time doing what you love." 🗣 "I'm not a financial planning firm that does marketing. I'm a marketing firm that happens to do financial planning." 🗣 "Hard work and resilience are everything — but systems are what make them sustainable." Connect with Adam Koós: LinkedIn: https://www.linkedin.com/in/adamkoos Follow Elevate on Social Media: Facebook: https://facebook.com/elevateandexit Instagram: https://www.instagram.com/elevateandexit Threads: https://www.threads.com/@elevateandexit LinkedIn: https://www.linkedin.com/company/elevateandexit Twiiter: https://x.com/ELEVATEandEXIT Tiktok: https://www.tiktok.com/@elevateexit2 Youtube: https://www.youtube.com/@elevateyourbusinesspodcast email: info@elevateandexit website: www.elevateandexit.com Connect with the Host, Paden Squires: Website: https://www.padensquires.com/ Instagram: https://www.instagram.com/padensquires Facebook: https://www.facebook.com/profile.php?id=100089855132002 Youtube: https://www.youtube.com/@PadenSquires
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      46 min
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