In this $4M Strategies™ episode, Carl J Cox dives into a critical metric every business owner needs: EBITDA. Often overlooked in favor of sales or net income, EBITDA is a clear indicator of operational health and a must-know for anyone considering a future sale. Carl explains why this metric matters and how calculating it can give you an edge, showing buyers your business’s true potential.

Learn how to harness EBITDA to make smarter business decisions and prepare for future opportunities. Listen to the full episode now!

Podcast Sponsor: Oswego Private Wealth Management

Subscribe and set notifications to our YouTube Channel.

Where to find Carl:

https://40strategy.com

https://www.linkedin.com/in/carljcox/

https://www.instagram.com/carljcox40/

https://x.com/40Strategy

🎧 Measure Success Podcast

https://podcasts.apple.com/us/podcast/measure-success-podcast/id1552291579

🎧 $4M Strategies Podcast

https://podcasts.apple.com/us/podcast/%244m-strategies/id1741584100

📖 Read Carl’s book "Lost at CEO: An Entrepreneur’s Guide to Strategy": https://a.co/d/iMiZVf2

In this $4M Strategies™ episode, Carl J Cox speaks with Sean Healy, CEO of Accounted4, on building a reliable financial reporting process. Sean outlines a four-step approach that emphasizes data integrity, regular balance sheet reviews, and using forecasts to guide decision-making. These practical insights are invaluable for entrepreneurs and business leaders looking to deepen their understanding of financials.

Podcast Sponsor: Oswego Private Wealth Management

Subscribe and set notifications to our YouTube Channel.

Want to improve your financial reporting for better insights? Listen now and take your business to the next level.

Connect with Sean:

Website: https://accounted4llc.com

LinkedIn: https://www.linkedin.com/company/accounted4-llc

Where to find Carl:

https://40strategy.com

https://www.linkedin.com/in/carljcox/

https://www.instagram.com/carljcox40/

https://x.com/40Strategy

🎧 Measure Success Podcast

https://podcasts.apple.com/us/podcast/measure-success-podcast/id1552291579

🎧 $4M Strategies Podcast

https://podcasts.apple.com/us/podcast/%244m-strategies/id1741584100

📖 Read Carl’s book "Lost at CEO: An Entrepreneur’s Guide to Strategy": https://a.co/d/iMiZVf2

In this $4M Strategies™ episode, Sean Healy, CEO of Accounted4, discusses how to assess your business’s true performance by comparing actuals to budget. Sean introduces the concept of a Financial After-Action Review—a structured review process that helps teams understand what worked, what didn’t, and what can be improved. Discover practical strategies for tracking wins, identifying missed targets, and applying these insights to strengthen your financial projections. Listen now to get actionable tips for your business.

Podcast Sponsor: Oswego Private Wealth Management

Want your turn? Meet with Erin to learn how to be a podcast sponsor!

Tune in and learn to turn your numbers into meaningful insights for growth!

Connect with Sean:

Website: https://accounted4llc.com

LinkedIn: https://www.linkedin.com/company/accounted4-llc

Where to find Carl:

https://40strategy.com

https://www.linkedin.com/in/carljcox/

https://www.instagram.com/carljcox40/

https://x.com/40Strategy

🎧 Measure Success Podcast

https://podcasts.apple.com/us/podcast/measure-success-podcast/id1552291579

🎧 $4M Strategies Podcast

https://podcasts.apple.com/us/podcast/%244m-strategies/id1741584100

📖 Read Carl’s book "Lost at CEO: An Entrepreneur’s Guide to Strategy": https://a.co/d/iMiZVf2

In this $4M Strategies™ episode, Sean Healy shares essential advice for small and midsize businesses on creating a focused annual operating plan. Many business owners rely on their bank balance instead of a proactive budget. Sean breaks down three core principles to help entrepreneurs plan smarter, covering goal-setting, prioritizing key expenses, and learning from past performance.

This episode provides actionable steps to move from reactive to strategic financial management. Start your year strong with insights to guide your business growth.

Listen now and take charge of your financial future.

Podcast Sponsor: Oswego Private Wealth Management

Need help creating clear financial goals? Let us help!

Connect with Sean:

Website: https://accounted4llc.com

LinkedIn: https://www.linkedin.com/company/accounted4-llc

Where to find Carl:

https://40strategy.com

https://www.linkedin.com/in/carljcox/

https://www.instagram.com/carljcox40/

https://x.com/40Strategy

🎧 Measure Success Podcast

https://podcasts.apple.com/us/podcast/measure-success-podcast/id1552291579

🎧 $4M Strategies Podcast

https://podcasts.apple.com/us/podcast/%244m-strategies/id1741584100

📖 Read Carl’s book "Lost at CEO: An Entrepreneur’s Guide to Strategy": https://a.co/d/iMiZVf2

Is profit alone enough to guide your financial planning? This episode of the $4M Strategies™ podcast covers why cash flow should be your main focus, especially when dealing with taxes, debt, and payroll. Sean Healy, CEO of Accounted For, shares actionable advice on forecasting for expenses that don’t appear in a P&L, helping you stay ahead of cash shortages and build a solid financial base.

Don’t miss out on this essential guidance for building a sustainable, cash-positive business model. Listen now and take the next step toward reliable financial health.

Podcast Sponsor: Oswego Private Wealth Management

Need help building a plan for profit? Meet with our team!!

Connect with Sean:

Website: https://accounted4llc.com

LinkedIn: https://www.linkedin.com/company/accounted4-llc

Where to find Carl:

https://40strategy.com

https://www.linkedin.com/in/carljcox/

https://www.instagram.com/carljcox40/

https://x.com/40Strategy

🎧 Measure Success Podcast

https://podcasts.apple.com/us/podcast/measure-success-podcast/id1552291579

🎧 $4M Strategies Podcast

https://podcasts.apple.com/us/podcast/%244m-strategies/id1741584100

📖 Read Carl’s book "Lost at CEO: An Entrepreneur’s Guide to Strategy": https://a.co/d/iMiZVf2

This $4M Strategies™ episode is dedicated to the entrepreneurial spirit. We cover highlights from the "Passages to Success" event, where founders shared insights into their journey, from managing cash flow to scaling with purpose. Discover practical advice for overcoming the real challenges every entrepreneur faces, from budgeting struggles to structuring teams effectively. Listen in for strategies that help fuel your journey, guided by purpose.

Catch the episode to get inspired by stories of resilience and practical tips to keep your business moving forward. Subscribe for more actionable insights.

Podcast Sponsor: Oswego Private Wealth Management

Want to be featured next? Let’s talk about sponsorships!

Where to find Carl:

https://40strategy.com

https://www.linkedin.com/in/carljcox/

https://www.instagram.com/carljcox40/

https://x.com/40Strategy

🎧 Measure Success Podcast

https://podcasts.apple.com/us/podcast/measure-success-podcast/id1552291579

🎧 $4M Strategies Podcast

https://podcasts.apple.com/us/podcast/%244m-strategies/id1741584100

📖 Read Carl’s book "Lost at CEO: An Entrepreneur’s Guide to Strategy": https://a.co/d/iMiZVf2

In this $4M Strategies™ episode, Carl J. Cox and Bill Canady discuss how to build an annual operating plan that aligns with your business goals. Bill shares his proven approach for creating a strategic, actionable plan that every team member can follow. From assessing your current situation to setting specific goals, this episode covers all the essentials.

Podcast Sponsor: Oswego Private Wealth Management

Subscribe and set notifications to our YouTube Channel.

Listen in to learn how an annual plan can set your business on a path to growth.

Where to find Bill:

Website: https://billcanady.com

LinkedIn: http://linkedin.com/in/bill-canady

Book The 80/20 CEO - Take Command of your Company in 100 Days: https://a.co/d/6DYPzd9

Where to find Carl:

https://40strategy.com

https://www.linkedin.com/in/carljcox/

https://www.instagram.com/carljcox40/

https://x.com/40Strategy

🎧 Measure Success Podcast

https://podcasts.apple.com/us/podcast/measure-success-podcast/id1552291579

🎧 $4M Strategies Podcast

https://podcasts.apple.com/us/podcast/%244m-strategies/id1741584100

📖 Read Carl’s book "Lost at CEO: An Entrepreneur’s Guide to Strategy": https://a.co/d/iMiZVf2

In this $4M Strategies™ episode, Carl J. Cox speaks with John Hannum of PPS Finance about a crucial financial practice: comparing actual results to your budgeted goals. John shares his approach for creating a clear financial roadmap, highlighting how tracking variances helps keep businesses focused and on course. Learn practical tips for turning financial data into decisions that support long-term growth.

Podcast Sponsor: Oswego Private Wealth Management

Do you track your actuals compared to budgets? Need help identifying where you have risks in your business? Take our Free $4M Strategy Risk Assessment!

Tune in to discover how to get the most out of your financial reporting process.

Where to find John:

Website: http://www.ppsfinance.com/

LinkedIn: https://www.linkedin.com/in/johnhannum/

Where to find Carl:

https://40strategy.com

https://www.linkedin.com/in/carljcox/

https://www.instagram.com/carljcox40/

https://x.com/40Strategy

🎧 Measure Success Podcast

https://podcasts.apple.com/us/podcast/measure-success-podcast/id1552291579

🎧 $4M Strategies Podcast

https://podcasts.apple.com/us/podcast/%244m-strategies/id1741584100

📖 Read Carl’s book "Lost at CEO: An Entrepreneur’s Guide to Strategy": https://a.co/d/iMiZVf2