Brad Kingsley, CEPA®, CFP® | Certified Value Builder

Helping owners grow income, maximize value, and build (or re-build) a business that can run without you - even if you never plan to leave.
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The Key to Scaling Up a Service Business

The Key to Scaling a Service Business

To grow a valuable business – one you can sell – you need to set up your company so that it is no longer reliant on you. This can be easier said than done, especially when, such as a PR consultant or plumber, what you are selling is your expertise. Scaling Knowledge To scale up […]

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coaching, entrepreneur, growth, scaling, small business

The Value of Financial Advice (Updated Research)

The Value of Financial Advice

What is financial advice worth? Is working with a financial advisor worth the cost? Let’s discuss the value of financial advice with updated research data from 2019. Previous Research on the Value of Financial Advice Vanguard performed a study several years ago which showed that someone working with a financial advisor benefited by about 3% […]

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entrepreneur, Fee-Only Financial Planning, Finance

How to automate your social media marketing

Have you automated your social media marketing? It’s a work-in-progress still for me as I experiment and learn new things, especially over at the MaximizeYourMoney Financial Coaching site. The social media marketing challenge Honestly, a lot of marketing really isn’t rocket science. Yes, it definitely takes some thought, and oftentimes some creativity, but once messages […]

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customers, entrepreneur, marketing, SEO, small business, Start-up

Has getting seed and angel investments gotten harder?

I hear continued frustration from founders who are trying to raise funds. Sure, the media loves to talk about the companies that are getting funded, but in reality those popular companies have always been a very small percentage of the companies that are actively fundraising. Many thousands are having a hard time getting funded and […]

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angel, Business, entrepreneur, Founder, founders, Funding, Fundraising, Investing, Start-up, VC, venture

Entrepreneurs need patience, but few seem to have it

Very few startups are overnight successes. In fact the “overnight successes” that you can think of right now probably took years to hit that “overnight” point. It takes time to get a new venture off the ground. And during that initial period of time (which can very realistically be measured in years) there is a […]

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Business, customers, entrepreneur, Founder, Fundraising, small business, startups, venture
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Proverbs 19:20

"Get all the advice and instruction you can, so you will be wise the rest of your life."

About Brad…

Professional:
Certified Business Value Builder
Certified Financial Planner

Previously founder & CEO of OrcsWeb, CloudServers.com, and Cytanium (all sold).

Personal: Christian, husband, father, philanthropist, entrepreneur, and mentor.

Recent Posts

  • The Key to Scaling Up a Service Business
  • The Value of Financial Advice (Updated Research)
  • How to Defer Taxes on up to $55k when Self-Employed
  • How 8 Key Investing Indexes Performed In The Past 10 Years
  • How We Made Our Second Million

Disclaimer

The information contained on this web site is the opinion of the individual authors based on their personal observation, research, and years of experience.

Because each individual’s situation is different, the reader should consider working with a fee-only CERTIFIED FINANCIAL PLANNER™ professional for their specific financial needs.

Investment Advisory

Investment advisory services are offered through Cast Financial LLC (“Cast Financial”), a registered investment advisor located in Nebraska.

Cast Financial is registered in NE & SC. Cast Financial may only transact business in those states in which it’s registered or qualifies for an exception or exclusion from registration requirements.

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