What Happened When 99% of His Wealth Was in One Business with Jon Morris
About this episode
Jon Morris discusses his journey of building and scaling a digital marketing agency and the importance of succession planning.
This GPT has already supported hundreds of multi-generational businesses through complex transitions, and I’ve translated that experience into a free Custom GPT available on our website. Explore it here: https://bit.ly/art-of-succession-our-GPT ------------------------------------------------ Want to be a guest on our podcast? Apply and share your expertise with our audience at https://www.podmatch.com/member/artofsuccession ------------------------------------------------ Welcome to The Art of Succession Podcast . Host Barrett Young, CPA , talks with Jon Morris , Chief Executive Officer at Fiscal Advocate, Inc. , and Founder and Executive Director at The Professional Service Community , about building and scaling a digital marketing agency from a ten-thousand-dollar business plan competition grant to forty million dollars in revenue before selling the company. Jon shares lessons from growing Rise Interactive, including hiring analytical talent, using financial data to guide decisions, and investing heavily in sales and marketing to accelerate growth. He also discusses his approach to succession, why strong financial systems matter when preparing for an exit, and how he now helps…
People in this episode
Host: Barrett Young
Guest: Jon Morris
Topics covered
- wealth management
- business succession
- digital marketing
- entrepreneurship
- financial systems
- growth strategies
Keywords
- wealth
- business growth
- financial data
- sales and marketing
- succession planning
Mentioned in this episode
Organizations: Fiscal Advocate, Inc., The Professional Service Community, Rise Interactive
More episodes of The Art of Succession
- How One Small Acquisition Transformed a National Succession Plan with Brian Calvert
- How Business Owners Can Build a Company That Runs Without Them Using Succession Planning
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