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Real Estate Investors, Stock Traders, and Business Owners guide to preserve their wealth, protect their assets, and prosper in the future.
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Are you a business owner that is considering selling your business? Have you ever thought of buying a business? Apex Business Advisors is a leading Business Intermediary. The Business Brokers that make up the firm will be here each week to share their knowledge on the process of buying and selling a business.
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Hire The Right Fit. Increase Employee Engagement. Train Effectively.
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Strategic Travel Entrepreneur: Business Tips for Travel Agents/Advisors, Travel Agency Owners, and Travel Industry Entrepreneurs
Rita M. Perez
Travel Industry Disruptors welcome! In this weekly podcast, I share, along with featured guests, the actual strategies that will keep your travel business moving forward. We discuss foundations, marketing, sales, client experience, systems, supplier relations, and everything in between to empower you to run an effective and profitable travel business, and not just another travel hobby. For travel agents/advisors, travel suppliers, tour operators, tourism professionals, travel coaches, travel ...
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Welcome to Business and Life Advice with Ataande & Advisors! This is a podcast for business owners and leaders like you to get your burning questions answered for free. If you sign up to be on our podcast, you will have the opportunity to sit with our experts and have impactful conversations about your needs and challenges. Our CEO, Achumboro, has longed for years to provide the guidance he wished he had during his business journey. There's no cost or obligation to use any of our services in ...
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Send Rita a text with your thoughts! Get access to over 1000 social media cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 Are you dreaming of turning your travel business into your full-time income but feeling stuck in the "what-ifs" and "somedays"? In this episode, I'm getting real about my journey from qu…
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In this episode of the Apex Business Advisors podcast, Andy and Doug dive into the world of fad businesses, featuring an engaging discussion on Rage Rooms. They explore the initial excitement around these trendy ventures like axe throwing, wine and paint experiences, and escape rooms, questioning their long-term viability in the ever-evolving marke…
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It’s our last Tax Tuesday episode of 2024! In this episode, Anderson attorneys Amanda Wynalda, Esq., and Eliot Thomas, Esq., address several listener questions on a variety of tax topics. They cover the tax implications of moving into a rental property, including how it affects capital gains and depreciation. They discuss the possibility of using a…
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Send Rita a text with your thoughts! Get access to over 1000 social media cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 Like last year, I wanted to start this year with a bang, sharing about a tactic that has really helped to grow my business--and that has been partnerships and collaborations. I'm a firm …
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In this best of episode we discuss the standards expectations of a seller with our friend and colleague, Chuck Campbell Chuck shares insights into the importance of understanding a business deeply before agreeing to sell it, emphasizing the need for realistic valuations and marketability. He elaborates on the four crucial metrics that define a suit…
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Send Rita a text with your thoughts! Get access to over 1000 social media cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 This episode is becoming quite the year end tradition for me, and it's probably one where I'm the most transparent and open about what's been going on in my business. I do this not to br…
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In this episode of our Best of Series, we revisit an episode where we discuss the dos and don'ts of selling in the 4th quarter Doug and Andy discuss common pitfalls, such as improper financial management aimed at reducing taxes, which can negatively impact a business's valuation. They provide insights into planning ahead, offering strategies for cl…
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Send Rita a text with your thoughts! Get access to over 1000 social media cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 Looking to increase your travel agency revenue in 2025? Then you need to tune in to this week's episode, as I discuss the metaphorical levers you can pull to increase your income, or man…
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In our best of series, we revisit an episode where we discuss the confluence of Business, Owner, and Financial Readiness. Get valuable advice on preparing your business three to five years ahead of time, learning from real-life case studies of businesses that hit their sale targets through diligent preparation and strategy adjustments. This episode…
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Send Rita a text with your thoughts! Get access to over 1000 social media cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 Something strategic travel business owners measure--their metrics. And they don't just measure them, they leverage them to make better informed decisions. Remember, we go by business dat…
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The episode examines various real-life scenarios about the typical timeline for selling a business, the importance of transparency, the role of due diligence, and how proactive communication with banks and buyers can expedite closure. Whether you're planning to sell your business or expand your understanding of the market, this discussion is packed…
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In this episode of Tax Tuesday, Anderson Advisors attorneys Clint Coon, Esq., and Eliot Thomas, Esq., discuss essential tax strategies for business owners and investors. Topics covered include late S election strategies, the best approach for payroll and officer compensation, and the benefits of Solo 401(k) plans over Roth IRAs. You’ll hear about h…
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Send Rita a text with your thoughts! Get access to over 1000 social media cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 Some things make me go...hmmm...and etiquette is one of those. In this episode I go over some pretty common etiquette themes that come up on FAM Trips and General Business interactions f…
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In this episode, we dive into the intricacies of listing business opportunities during unique times of the year, like the holiday season and an election year. We explore the pros and cons of listing during these periods and how market perceptions can impact decision-making.Apex Business Advisor Podcast
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Send Rita a text with your thoughts! Travel Industry Black Friday is here! Welcome to the final of three episodes featuring our event Presenting Partners :) Up this week is David Shull from Tern, and he shares his thoughts on your value as a travel advisor, how his software (Tern) is helping you be more efficient thanks to data integration, and the…
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Demystifying Cost Segregation: How Landlords Can Maximize Tax Savings on Property Investments
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In this episode of Tax Tuesday, Anderson Advisors attorneys Eliot Thomas, Esq., and Amanda Wynalda, Esq., dive into various tax strategies. You’ll hear about renting property to your business, self-rental rules, and IRS grouping options. Then, we address the sale of a California primary residence, including the $500,000 capital gains exclusion for …
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Welcome to the Apex Business Advisors Podcast. The episode explores the intricacies of businesses with multiple entities, often under one tax return, and the difficulties this poses during due diligence and financing. Listeners will gain valuable insights into the importance of clear financial separation and the potential complications that arise w…
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Send Rita a text with your thoughts! Travel Industry Black Friday is here! Welcome to the second of three episodes featuring our event Presenting Partners :) Up this week is LaDonna Allen from Costa Cruises, and she's sharing the scoop on her best sales tips from top travel advisors, Costa's sustainability initiatives, and how to prepare your clien…
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Welcome to the latest episode of the Apex Business Advisors Podcast. The episode kicks off with an anecdote from Andy about a prospective buyer, emphasizing the significance of clear communication and setting proper expectations in business dealings. Andy and Doug explore the challenges that arise when parties involved in a transaction fail to foll…
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Send Rita a text with your thoughts! Black Friday is coming! Welcome to the first of three episodes featuring our Travel Industry Black Friday Presenting Partners :) First up is Lori Gold, Founder of Mexperts, and she's spilling all the beans---on growing a community with FB Groups, new developments in the Mexican Caribbean, and how to prepare your…
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In this episode, Andy and Doug focus on the critical role of availability of buyers and sellers. The episode highlights a real-world scenario involving a stalled deal due to lack of availability from both parties. Andy and Doug discuss the importance of prioritizing communication during the due diligence phase and the potential consequences of negl…
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Turning Your Home into a Rental: Keeping Your 121 Exclusion Intact
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1:08:42
n this episode of Tax Tuesday, Anderson Advisors attorneys Eliot Thomas, Esq., and Toby Mathis, Esq., tackle a variety of listener questions. Topics include strategies for managing cryptocurrency gains, converting a primary home to a rental without losing the 121 exclusion, and navigating the primary residence exclusion when selling a home. They al…
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Send Rita a text with your thoughts! Welcome to the second of our unofficial 2-part holiday series! Last week we focused on increasing your travel business sales with Black Friday promotions. This week we're getting creative with out-of-the-box engagement strategies that incorporate either 12 Days of Christmas, an Advent Calendar, or your preferred…
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Welcome back to the Apex Business Advisors podcast, where hosts Andy Cavanaugh and Doug Hubler discuss the intricacies of a successful business deals. With insights into the sometimes tumultuous world of business transactions, Andy and Doug offer a refreshing look at a deal that went right, emphasizing the lessons learned and the factors contributi…
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In this episode, Toby Mathis, Esq., of Anderson Business Advisors, chats with Tyler Surat of One Tree Advisors. Tyler is a seasoned expert in tax mitigation and land conservation strategies, who is helping clients utilize conservation easements to preserve land while mitigating taxes. You’ll hear the definition and benefits of conservation easement…
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Send Rita a text with your thoughts! Welcome to our first ever live podcast, where I recorded with a live studio audience! Haha not exactly, but I was joined by some pretty amazing travel pros who were able to ask questions live. Listen in on some of my ideas that you can use to really promote your travel business during Black Friday this year. In …
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In this episode of the Apex Business Advisors podcast, Andy and Doug dive into the complexities of partner disputes and business valuations. They explore real-life scenarios where business partners face challenges in buyouts and share their expert insights on how to navigate these situations effectively. We provide actionable advice for those consi…
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Can You Deduct Tenant Damage and Cleanup Costs on Your Taxes?
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In this episode of Tax Tuesday, Anderson Advisors attorneys Eliot Thomas, Esq., and Toby Mathis, Esq., tackle a variety of listener questions related to tax deductions and property management. They discuss the implications of evicting tenants and the possibility of deducting repair costs, as well as how homeowners can deduct home office repairs. Yo…
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Send Rita a text with your thoughts! About a month ago I went out of office from my business, for a full 7 days--something that I don't know how long it's been since I've done it. I'm reflecting on a few surprises, things that I'm grateful for, and how I'm looking at vacation in the future. In this episode, I share: · The surprising thing that happ…
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Andy and Doug explore the critical need for business owners to plan ahead when considering selling their business. Andy recounts a story of a client who faced unexpected financial implications due to a lack of foresight and planning. They stress the importance of involving accountants, attorneys, and financial planners early in the process to maxim…
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In this episode, Toby Mathis, Esq., of Anderson Business Advisors, sits down with Mike Sullivan from Alliance Virtual Offices to discuss the evolving landscape of workspaces. Mike details five compelling reasons to abandon traditional office spaces, highlighting Alliance's impressive 40 years in the industry, with 20 years dedicated to virtual solu…
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Tax Strategies and Tips for Starting an Online Business
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This episode of Tax Tuesday with Anderson Advisors attorneys Eliot Thomas, Esq., and Toby Mathis, Esq., tackle pressing issues faced by business owners and real estate investors. From the implications of switching health care reimbursements from a C-corporation to an LLC, to short-term rental strategies, Eliot and Toby discuss the 100-hour particip…
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Send Rita a text with your thoughts! It is the last day of Prep for Wave Week--wooottt!!! We made it!! In this final replay, featuring yours truly, I'm going over some different sales funnels you can set up for your travel agency or business and the step you need to take to make sure all your bases are covered. In this episode, I share: · The steps…
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Welcome to another episode of the Apex Business Advisors podcast. This week, your host Andy Cavanaugh is joined by Jeff Crooks, a seasoned expert with over 20 years in the business brokerage industry. In this episode, Jeff shares valuable insights and practical advice for both buyers and sellers in the business marketplace. Jeff dives into the impo…
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Ep 173 Simplifying E&O Insurance: What Travel Agencies Must Know with Miguel Campos Pt. 2 (Prep for Wave Week 2023 Replay)
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Send Rita a text with your thoughts! Prep for Wave Week is just 3 days away :) Get a load of the caliber of the content with this replay from last year's event with Berkshire Hathaway's Miguel Campos. In this second of a 2-part series, I've opened the floor for travel advisors like you to ask Miguel some of their top questions about E&O Insurance a…
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Welcome back to the Apex Business Advisors podcast! This week, Andy is joined by the industry titan, Debbie Small, who brings an impressive array of credentials, including multiple national awards from the IBBA and Apex. Debbie shares her expertise on the intricate process of buyer searches, a strategy she believes is the best way for buyers to fin…
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Ep 172 Simplifying E&O Insurance: What Travel Agencies Must Know with Miguel Campos Pt. 1 (Prep for Wave Week 2023 Replay)
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Send Rita a text with your thoughts! Prep for Wave Week is just 10 days away :) Get a load of the caliber of the content with this replay from last year's event with Berkshire Hathaway's Miguel Campos. In this first of a 2-part series, I'm asking Miguel some of the most pressing questions about E&O Insurance and what travel advisors need to know wh…
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Welcome back to the Apex Business Advisors podcast! In this episode, Doug shares insights on why buying unnecessary equipment or inventory to reduce taxes can backfire, especially if you plan to sell your business soon. For more expert advice and resources on selling or buying a business, visit kcapex.com. Whether your business is valued at $50,000…
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In this episode of Tax Tuesday with Anderson Advisors attorneys Eliot Thomas, Esq., and Amanda Wynalda, Esq., we dive into essential real estate investment strategies and tax implications for property owners. Discover why selling a rental property to your LLC is considered a prohibited transaction and learn how to protect capital gains from your pr…
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Send Rita a text with your thoughts! I'm super excited to welcome Stephanie Gries from Travefy to the podcast! This has been a long time coming, as we personally first connected at the end of last year over a common interest-trade shows :) Inside this episode you'll find tips both for attending trade shows AND being a vendor at trade shows, especia…
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In this episode, we dive into recent business closings, including a landscape equipment dealer and a local salon, discussing the complexities faced during these transactions. Our main focus is on the key differences between asset sales and stock sales. We cover tax implications, risks, and benefits for both buyers and sellers, along with the import…
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Today Clint Coons, Esq., speaks with Aaron Kancevicius, the Lead 1031 Advisor/Director of Lending at Plenti Financial. Aaron takes us through the ins and outs of navigating the IRS’ 1031 exchange guidelines for investment properties. Aaron and Clint discuss the essentials of setting up a 1031 exchange, the importance of consulting with a CPA, and t…
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Send Rita a text with your thoughts! It's Hispanic Heritage Month and I'd be remiss if I didn't 1-mention it and 2-share some ways that you could also share your own culture, or a culture that you appreciate, within your travel business. In this episode, I share: · The importance of appreciating culture, not appropriating it · How I have shared my …
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Welcome to the latest episode of the Apex Business Advisors podcast! We pick up our conversation with Mitzi Swaffer from MS Financial. Mitzi brings her expertise to discuss the importance of planning your financial future and preparing for a successful business exit. In this episode, Mitzi shares unique insights on the differences between financial…
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Strategies to Reduce Your Tax Liability as a Real Estate Flipper
1:12:28
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In this episode of Tax Tuesday with Anderson Advisors attorneys Toby Mathis, Esq., and Eliot Thomas, Esq., the pressing tax questions from listeners have a special focus on real estate issues. They dive into the complexities of tax benefits for short-term and long-term rental properties, addressing specific monetary scenarios. Toby and Eliot also e…
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Send Rita a text with your thoughts! A recent article by Travel Age West mentioned that social media is now the top marketing channel for travel advisors and it had me a little skeptical. I'm sharing my thoughts on the article and some of the other surprising stats they recorded. In this episode, I share: · How you need more than just social media …
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In this episode of the Apex Business Advisors Podcast, Andy and Doug are joined by the accomplished financial expert Mitzi Swaffer from MS Financial Resources. With over 15 years of experience as a certified financial planner, Mitzi shares her insights on retirement planning, especially tailored for business owners. Mitzi delves into her background…
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In this episode, Toby Mathis, Esq., of Anderson Business Advisors, sits down with Brent Nagy, a highly accomplished real estate investor with over 20 years in the industry. Brent, who retired by the age of 40 with a portfolio of more than 50 cash-flowing properties, shares his expertise around the critical importance of proper asset protection, cau…
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Send Rita a text with your thoughts! Stumped on what activities actually help make you money in your travel business? Tune in for tips on building a robust network, offering great service, and making key sales connections. In this episode, I share: · A walk down memory lane of how businesses before computers made money · The difference between dire…
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Welcome back to the Apex Business Advisors podcast! In this episode, we discuss the intricacies of business transactions, focusing on efficiency and the impact of lost days. We examine a lengthy liquor store deal in depth, highlighting challenges such as managing multiple buyers, non-responsive attorneys, IRS liens, landlord approvals, and the impa…
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