Episode 120 — The Process to Create Wealth artwork
The Boardroom Buzz: Grow, Sell, or Exit

Episode 120 — The Process to Create Wealth

  • S2E120
  • 44:12
  • February 16th 2023

Is there really a formula to creating wealth? Can it be distilled down to creating, documenting, and following a process? 

Credit to John Roberts PhD author of The Modern Firm and Episode 83 guest to give us “People”, “Architecture”, “Routines”, and “Culture”. Add Paul’s “Strategy”, and now you have the S.P.A.R.C. 

This week’s chat breaks down Routines. Literally, the why and how of documenting your business processes. It’s this living document that will help build your culture and success as you add employees and branches. In fact, are you currently screening and hiring job candidates? There’s a process for that. 

“Thank you for calling Fat Pat’s…” Now what?

Audio Mixing and Editing by www.verbell.ltd

The Boardroom Buzz: Grow, Sell, or Exit

Boardroom Buzz is the straight-talk playbook for owners who built their service businesses from the crawlspace up and want to master the next move—whether that’s doubling down on growth or preparing for a life-changing exit.

Hosted by Jason & Jeremy Julio—“The Blue-Collar Twins” who turned a service-truck start-up into a multimillion-dollar success—and mentored by veteran deal-maker Paul Giannamore, the show turns boardroom finance into stories you’d swap over a tailgate. Expect 40-minute deep-dives that unwrap one real transaction and one valuation lever you can pull today, plus quick “Market Pulse” riffs that flag shifts every operator should watch.

If you’re a majority or significant-minority owner eyeing the $5 M–$100 M revenue range, tune in for gritty war stories, step-by-step tactics, and the confidence to choose your own endgame. New episodes every Thursday. Presented by POTOMAC M&A.