Welcome to Lessons by the Lake
The Oswego Private Wealth Show!
Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we’ll explore various wealth management strategies, solutions, and conversations that Bob discusses daily with his affluent clients.
Whether it’s circumstances that are related to family businesses, wealth preservation, or even charitable intent, this show covers a wide variety of financial services that are bound to leave you with some considerations for your own financial portfolio.
Thanks for checking out our show!
Podcasts
Welcome to Lessons by the Lake: The Oswego Private Wealth Show!
Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we’ll explore various wealth management strategies, solutions, and conversations that Bob is discussing with his affluent clients every day.
Whether it be circumstances related to family businesses, wealth preservation, or even charitable intent, this show covers a wide-variety of financial services that’s bound to leave you with some considerations for your own financial portfolio.
Thanks for checking out our show! Be sure to leave a comment and subscribe on your favorite podcasting platform so you never miss another episode! Enjoy!
On the latest episode of Lessons by the Lake, we dive into the crucial topic of making your business more sellable and ultimately securing a higher price when it comes time to sell. Whether you’re a seasoned entrepreneur or just starting out, understanding what makes a business attractive to potential buyers is essential for long-term success.
We sat down with Adi Klevit, Founder & CEO of Business Success Consulting Group, to uncover the strategies and tactics that can significantly increase the value of your business. From optimizing your financials to enhancing operational efficiency, Adi shares invaluable insights gleaned from years of experience in the field.
Chapters:
0:00 – Introduction and overview on the topic
2:10 – Background on Adi Klevit and her work with improving business efficiencies
3:54 – Why process is so important
7:14 – Many businesses are far too dependent on their owner
10:03 – Common mistakes that can be easily addressed within organizations
11:46 – The importance of systematizing your organization
15:45 – Strategies to retain your best employees
19:47 – How Adi works with company and ultimately helps increase their value
23:27 – How to get in touch with Adi and her team
25:00 – Closing remarks
Connect with Bob Bedritis: