In this episode, Dave returns after a month-long hiatus and explains the strategic pivot he has made. Over the last 30 to 45 days, he has shifted his business to focus on helping advisors, attorneys, accountants, consultants, and other professionals attract and work with high net worth individuals, family offices, and affluent business owners.

Dave describes why this client segment is resilient during economic downturns and why professionals who want to deliver maximum value should aim to serve at the top of the market. To build a clear, repeatable model for attracting and developing these relationships, Dave has conducted more than 100 conversations and over 25 deep-dive interviews with professionals already working in that space.

Going forward, the Inside BS Show will feature short, frequent updates documenting the build-out of this new business. Dave will share what is working, what is not working, and the thinking behind each move. Listeners can follow the journey in real time across multiple platforms.

This episode is the starting point.

Key Takeaways:

• The firm has pivoted to focus on helping professionals attract high net worth clients.
• High net worth clients remain active in all market conditions.
• Dave is developing and testing a new advisory model built from interviews and practical experience.
• The show will now deliver concise progress reports and lessons from the field.
• You can follow the journey on multiple platforms depending on the type of content you want.

Links Mentioned (include all in your show notes text and description):

Watch behind-the-scenes video updates on Instagram:
https://www.instagram.com/thedavelorenzo

Connect with Dave and subscribe to the LinkedIn Newsletter "The Relationship Economy":
https://www.linkedin.com/in/thedavelorenzo
(Click View Newsletter and Subscribe)

Subscribe to the podcast updates and get alerts when new episodes drop:
https://GetInsideBS.com

Email your questions about working with high net worth clients:
dlorenzo@dlorenzo.com

Call to Action for Listeners:

If you want to learn how to build relationships with affluent families, business owners, and family offices, start by subscribing to Dave’s LinkedIn newsletter and replying with your questions. The show going forward will be shaped by what you ask.

On this episode of The Inside BS Show, Dave Lorenzo, The Godfather of Growth, sits down with Sylvia Mullen, a top business broker with Sunbelt Business Brokers in South Florida. Sylvia breaks down exactly what goes into selling a business — from valuation to vetting buyers — and explains why honesty, preparation, and process are everything.

Key Topics Discussed:

• What a business broker really does (and what they don’t)
• How to prepare your business for sale — the right way
• Why most owners wait too long to start the process
• What makes a business unsellable (and how to fix it)
• The difference between SDE, EBITDA, and profit
• How to vet serious buyers and avoid tire kickers
• Why relationships and empathy matter in deal-making
• The unique perspective women bring to business brokerage
• How social media and networking drive deal flow today

Links and Resources:

Connect with Sylvia: Sylvia Mullen on LinkedIn

Call Us: (305) 692-5531

Call to Action:
If you’re thinking about selling your business, start preparing now. Clean up your books, systematize your operations, and make sure your business can run without you. Want to know what your company is worth or how to make it more valuable? Reach out to Dave Lorenzo today.

Buy the 60 Second Sale Book:
https://www.amazon.com/60-Second-Sale-Ultimate-Relationships/dp/1119499763

In this episode of The Inside BS Show, hosts pull back the curtain on the broken employer healthcare system with guest Donovan Ryckis, founder and CEO of Ethos Benefits. Donovan reveals how misaligned incentives, opaque pricing, and lazy brokers have cost American businesses billions—and how smart CEOs can fight back.

Key Topics Discussed:

• How the healthcare system is rigged against employers—and what you can do about it.
• The difference between a broker and a fiduciary—and why it matters more than you think.
• Why most companies are overpaying by 30–40% for employee health plans.
• How cash-pay and international mail-order pharmacy programs can slash drug costs.
• What every CEO should know about PBMs (pharmacy benefit managers) and stop-loss insurance.
• Why “self-funded” plans can outperform traditional coverage when managed properly.
• Three compliance steps every business owner must know under the Consolidated Appropriations Act.
• The coming wave of lawsuits against companies that fail to manage healthcare fiduciary responsibilities.

Links and Resources:

• Watch Donovan’s documentary: It’s Not Personal, It’s Just Healthcare – EthosBenefits.com

• Connect with Donovan on LinkedIn: Donovan Ryckis

• Buy The 60 Second Sale book: Amazon Link

• Subscribe via Email: GetInsideBS.com

• Listen on Spotify: Inside BS Show on Spotify
• Listen on Apple Podcasts: Inside BS Show on Apple Podcasts
• Call Us: (305) 692-5531

Call to Action:
If you’re a business owner, CEO, or advisor who’s tired of paying more for less when it comes to healthcare, this episode is your wake-up call. Learn how to take control of your benefits strategy, cut costs, and protect your team the right way.