In this episode, Dave sits down with Dave Wolcott, founder of Pantheon Investments and former Marine Corps officer, to explore his real-life journey from military service to successful entrepreneur. If you’re a small business owner, startup founder, or entrepreneur looking for practical strategies to build wealth, create financial security, and scale your business, you don’t want to miss this conversation.

Dave Wolcott shares his honest backstory, discussing lessons learned in leadership, resilience, and teamwork during his time in the Marines, and how those skills shaped the way he built and scaled his tech consulting company. He dives into the real challenges he faced—like navigating explosive growth, big setbacks, and pivotal moments that forced him to adapt. Learn what it’s like to juggle hats as a founder, manage through financial adversity, and make decisions that change your business trajectory.

Discover why investing in yourself is crucial, how transformative coaching and mastermind communities can be, and ways to achieve true fulfillment in your entrepreneurial journey. Find out more about holistic wealth building beyond traditional methods and how Dave Wolcott helps entrepreneurs design a future of confidence and control. Don’t forget to check the show notes for your free copy of Dave Wolcott’s book!

Connect with Dave: https://www.linkedin.com/in/dave-wolcott-863306/

Get the free book here: https://pantheoninvest.com/

Learn more about our sponsor for this episode: http://www.joinpodmatch.com/beyond

#entrepreneurship #leadership #mindset #wealthbuilding #businessgrowth #beyondfulfillment

In this episode, Brook Shepard, founder and CEO of Mason Interactive, sits down with Dave to share his real journey from Ivy League grad to driving a New York City taxi, and ultimately scaling a digital marketing agency to 35 employees and $30+ million in revenue. Entrepreneurs, small business owners and startup founders get practical advice for navigating the unpredictable ups and downs of building a business in today’s world.

Discover honest strategies for surviving the early days, managing cash flow, and what it takes to push through setbacks like losing major clients and facing failure. Learn how Brook leveraged lessons from past challenges—including working in sales, tech startups, and entrepreneurial agencies—to assemble new skills and grow Mason Interactive. He covers modern creative marketing, the impact of AI on agency work, and effective ways to build sales pipelines.

If you’re searching for entrepreneurial learning, digital marketing agency growth stories, and proven small business tactics, this episode delivers wisdom you can apply to your own company. Plus, Brook reveals the secrets behind successful client relationships and the real key to scaling a sustainable business. Subscribe for more in-depth entrepreneur interviews and actionable advice to help your business thrive.

Connect with Brook: linkedin.com/in/brshepard/?skipRedirect=true

Learn more about EZDC 3PL: www.ezdc3pl.com

#entrepreneurship #startupjourney #marketinglife #leadership #businessgrowth

In this episode, Dave sits down with Salvatore Tirabassi, founder of CFO Pro plus Analytics, to give entrepreneurs, small business owners, and startup founders a behind-the-scenes look at building an AI-driven financial strategy firm from the ground up. With over two decades in high-level finance—including stints at Harvard, Wharton, and leadership roles in growth equity—Sal shares the practical lessons and early sparks that led him from analyzing investments to launching a thriving fractional CFO business.

You’ll learn how Sal identified a gap in the market, validated his idea, and rapidly scaled his company by leveraging automation, AI tools like Claude and Calendar Bridge, and building efficient back-end systems. He discusses the critical importance of founder-led selling in the early stages, effective ways to productize expertise, and actionable strategies for managing time, lead flow, and service delivery.

This conversation dives deep into the realities of managing finances for scaling businesses, how to approach growth when bootstrapping, and the real-world value of interim versus fractional CFO services. If you’re seeking candid insights and practical tips to build a resilient, scalable company, this episode offers valuable, real-world wisdom directly from the founder’s journey. Don’t miss these strategies for entrepreneurial success!

Connect with Sal: https://www.linkedin.com/in/stirabassi/

Learn more about QuicklyDoc: https://www.quicklydoc.com/beyond

#entrepreneurship #ai #startupfinance #cfo #fractionalcfo #foundertips #businessgrowth

In this episode, Kailin Noivo shares his entrepreneurial journey from humble beginnings in a university STEM building to building Noibu, a company recognized by Deloitte’s Fast 500 with 12,000% growth and a client roster of over 1,000 global brands. If you’re an entrepreneur, small business owner, or startup founder searching for real, actionable insights from someone who pivoted from finance to tech, this conversation with Dave will resonate with you.

Discover how Kailin and his co-founders started by targeting the VR shopping market, only to realize it was the wrong direction after two tough years. Hear about the pivotal moment that led them to interview customers, identify the pain point of checkout errors, and build a successful error monitoring solution. Kailin discusses their “do things that don’t scale” approach—manually finding website bugs and building customer relationships before writing a single line of code.

You’ll gain perspective on handling early failures, navigating the challenges of rapid growth, and knowing when to evolve your business model. Kailin Noivo’s story is packed with practical startup advice, customer discovery tactics, and motivation for anyone grinding through the ups and downs of building a business. Perfect for those interested in ecommerce, SaaS, and sustainable business growth.

Connect with Kailin: https://www.linkedin.com/in/kailinnoivo/

Learn more about out sponsor, EZDC3PL: www.ezdc3pl.com

#startups #ecommerce #entrepreneurship #growth #businessjourney #logistics

In this episode, Dave talks with Christiane Schroeter, a professor, TEDx speaker, and top 1% ranked podcast host, as she shares her entrepreneurial journey from her childhood in Germany to building her career in the United States. Perfect for entrepreneurs, small business owners, and startup founders, you’ll hear real strategies on managing mindset, overcoming overwhelm, and the power of small, consistent actions that drive big results. Christiane opens up about how reading a book a week and focusing on empathy shaped her approach to business and coaching. Learn how she successfully pivoted her brand, integrated her teaching experience with her business, and developed her trademarked Petite Practice method—helping founders bridge the gap between strategic planning and meaningful execution.

Discover practical lessons in balancing risk-taking, personal growth, and authentic leadership. Whether you’re facing uncertainty, struggling with work-life balance, or need inspiration to take your next leap, this conversation delivers honest advice and actionable habits from someone who practices what she teaches. Tune in for insights into documenting progress, setting boundaries, and the importance of celebrating each small win along the way. If you want to grow your business, elevate your mindset, and stay connected to your true reason for building your company, this episode is for you.

Connect with Christiane: linkedin.com/in/christianeschroeter/?lipi=urn%3Ali%3Apage%3Ad_flagship3_feed%3BXMBYHhlyQe2FiQV39Zz%2Bqw%3D%3D

Learn more about our sponsor QuicklyDoc: https://www.quicklydoc.com/beyond

#entrepreneurship #worklife #balance #leadership #settingboundaries

In this episode, Dave sits down with William Holsten, famously known as the Business Mistake Prevention Specialist, to share a refreshingly honest conversation about the unpredictable journey of entrepreneurship. William draws from his decades at Bayer Consumer Health and his real-world experience of taking a backyard carnival game from a napkin sketch to national product—mistakes, setbacks, and all.

Listen in as he details how a failed dunk tank rental and a clever water balloon invention led him and his family straight into the realities of start-up life—facing costly blunders, customer complaints, and ultimately, product redesign. You’ll hear practical lessons on product-market fit, customer feedback, business resilience, and why being “good for it” is key to building trust.

This episode is packed with actionable lessons for small business owners, side hustlers, and founders wanting to avoid preventable mistakes while growing their companies. William breaks down his data-backed approach to risk, shares his SAFER method for decision-making, and reveals insights from his nationwide study of entrepreneurs.

If you’re searching for genuine stories, proven strategies, and wisdom you can use as you build your business—with all the messy challenges included—this episode delivers. Plus, you’ll learn where to find William's mistake risk quiz and find out how to connect for mentoring and support.

Connect with William: https://www.linkedin.com/in/william-holsten/

Learn more about our sponsor QuicklyDoc: https://www.quicklydoc.com/beyond

#entrepreneur #businessfailure #businessstrategy #startup #corporatelife

In this episode, Carol Tice shares her unfiltered journey from being a seasoned business journalist and ghostwriter to building and selling a thriving online community for freelance writers. Entrepreneurs, small business owners, and startup founders will appreciate Dave’s deep-dive on how Carol Tice scaled Freelance Writers Den to thousands of members and secured a successful exit, all while staying true to her values.

You’ll hear real-world strategies for growing membership businesses, monetizing expertise, and overcoming challenges like tech overwhelm and learning sales as a non-marketer. Discover how Carol Tice used paid communities and authentic marketing tactics to create reliable income and impact at scale—without “hard selling.” Learn about the role of exclusivity, waitlists, and agile business pivots in boosting retention and profitability.

Packed with actionable tips on productizing skills, building sellable businesses, and supporting your family as an entrepreneur, this episode unveils mistakes to avoid in launching membership sites, and how to design for sustainable growth (and a potential exit). Carol Tice’s story speaks directly to founders hungry for practical, proven strategies beyond buzzwords—get inspired by what worked, what didn’t, and what’s possible for your own entrepreneurial venture.

#passiveincome #entrepreneur #founderstory #founders #freelancewriting

Connect with Carol:

https://www.linkedin.com/in/business-book-ghostwriter-community-entrepreneur-carol-tice/

Websites:

pages.communitygrowth.school/cga-case-optin-page (Company)

skool.com/community-growth-academy (Company)

caroltice.com (Portfolio)

Learn more about QuicklyDoc: https://www.quicklydoc.com/beyond

In this episode, entrepreneur Andrew Ackerman sits down with David Gulas to share practical strategies and candid advice for entrepreneurs, small business owners, and startup founders navigating the twists and turns of building a successful business. With more than 25 years of experience, multiple startup exits, angel investments, and accelerator leadership, Andrew Ackerman breaks down his unconventional journey, beginning with the early days of the Internet era and the challenges of launching his first company, Bunk1.

You’ll hear real stories about identifying true market pain points, bootstrapping vs. raising venture capital, and surviving the ups and downs—including dealing with setbacks like losing key funding after 9/11. This episode delivers valuable insight into scaling a tech company, working through founder dilemmas, and the mindset needed when cash flow gets tight. Plus, Andrew Ackerman explains his approach to evaluating startups, the mistakes he made as an angel investor, and his experience coaching entrepreneurs through DreamIt’s accelerator.

If you’re searching for data-backed decision-making, proven frameworks for startup growth, or tips for finding your eight-second pitch, this conversation is full of lessons you can put directly to work in your own business. Discover what really matters when it comes to launching, scaling, and exiting a startup—straight from someone who’s lived it.

Connect with Andrew: https://www.andrewbackerman.com

https://www.amazon.com/Entrepreneurs-Odyssey-Approach-Startup-Success/dp/1032883545/ref=tmm_pap_swatch_0

Learn more about QuicklyDoc: https://www.quicklydoc.com/beyond

#entrepreneurship #startups #startuplife #corporate #techcompanies #techinnovation