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Anyone running a brand anywhere must embody an entrepreneurial spirit. Today’s guest, Kristin Holomis, Founder of Le Dog Company, exemplifies this perfectly. Le Dog is a premium orthopedic leather dog bed company, born from Kristin’s passion for both dogs and style.

Being a business owner and entrepreneur is about identifying gaps in the market and creating value to fill them. Kristin describes her niche as ‘White Space’—while there are markets for “disposable” dog beds, well-known luxury brands, and comfort-centric options, Le Dog offers something unique: a blend of style and function. As the only non-launderable pet bed on the market, the brand has achieved a 30% return customer rate, highlighting the impact of her product.

So, what does the future hold for Le Dog? For entrepreneurs, building energy and passion behind a brand is key. Kristin aims to achieve this by fostering a community of loyal, like-minded dog owners, which she’s already started through her Ambassador Program. Thanks to Kristin, MBA listeners can “Live the Le Dog Life” with a 20% discount using the MBAWAY20 code on the Le Dog Company website.

What’s Inside:

• The importance of entrepreneurial spirit.
• Finding “White Space” to create value in the world.
• Using community building to create loyal customers and a lasting brand story.
• A special discount for listeners at Le Dog Company.

Mentioned In This Episode:
Le Dog Company
kristin@ledogcompany.com
MBA CPA

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After a brief but enjoyable discussion about his Scottish heritage and Scotland's football, we get into the main reason Scott McKee, Senior Investment Counselor at Cardinal Capital Management, is with us today. Cardinal Capital is opening a new location in Kelowna.

The financial world is full of alphabet soup titles, with no shortage of designations for financial advisors, Scott explains. He breaks down the meaning of some of the most common acronyms: CFA (Chartered Financial Analyst), CFP (Certified Financial Planner), CIM (Chartered Investment Manager), PFP (Personal Financial Planner), RFP (Registered Financial Planner), and more.

But what do these designations mean, and how do you pick the right advisor? Scott highlights three key points to consider when searching for the right financial advisor:

1. Look for the CFP (Certified Financial Planner) designation.
2. Consider the advisor’s experience, as well as your own experiences with previous advisors.
3. Trust your gut and do your due diligence.

If you’re in the market for an advisor, you might want to consider if you are the right fit for Cardinal Capital. At Cardinal, they focus on growing your income, maintaining consistency, and educating you as a client in an easy-to-understand manner. At the Kelowna location, you can expect to find six independent advisors. However, Cardinal Capital works with over 100 independent advisors in total, with more transitioning to in-house roles all the time.

What’s Inside:

• Cardinal Capital opening in Kelowna.
• What to look for in a financial advisor?
• Are you the right fit for Cardinal Capital Management?

Mentioned In This Episode:
Cardinal Capital Management
MBA CPA

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Jeff Swan from Sellside M&A has introduced an innovative platform called A Happy eXit tailored for business owners navigating the transition process. As two-thirds of business owners, particularly baby boomers, are preparing to retire or make transitions, A Happy eXit is designed to support those with businesses valued between $5 million and $50 million, especially in industrial sectors. Beyond the straightforward sale price, the platform emphasizes the importance of recognizing the hidden value in a business, such as intellectual property, licenses, strategic advantages, unique processes, and company culture. Their four-component assessment framework—focusing on financial health, legal aspects, operational processes, and revenue—ensures a comprehensive approach to selling a business.

With A Happy eXit, business owners gain access to everything they need for a successful transition, including expert coaching, essential tools, and a supportive community. The platform is set to launch in September, and those interested can join the waitlist to be among the first notified. Additionally, the first 100 people who sign up will receive free lifetime access to A Happy Exit's invaluable resources, making this a crucial opportunity for those planning their next chapter.

What’s Inside:

• An exciting new platform for business owners.
• An important look at the hidden value in businesses.
• Don’t miss the awesome incentive to join A Happy Exit.

Mentioned In This Episode:

A Happy eXit
Sellside M&A
Sellside M&A: Exit Readiness Grader
MBA CPA