Lisa Forrest is a regular guest on our show because she's one of the best and most knowledgeable business acquisition lenders.

The SBA keeps changing the rules so we keep discussing acquisition loans.

One big change in 2026 is that once a borrower or minority investor (even at 1%) is part of a bad SBA loan the are banned from anymore SBA loans for life. Believe me, investors have added another level of caution to their process.

Another fascinating discussion with Lisa.

John Martinka
Jessica Martinka

Contact us via either website or give us a call and be sure to check out our videos

https://nokomisadvisory.com/
https://www.martinkaconsulting.com/

https://www.gddpodcast.buzzsprout.com
https://www.youtube.com/c/JohnAMartinka/videos

425-515-4903

Peter Swimm, founder of ToilVille, discusses workplace automation and AI implementation strategies for small businesses. He emphasizes that successful AI adoption requires human oversight and proper measurement of outcomes, rather than treating AI as autonomous agents.

Peter shares examples from various industries, including contact centers and advisory services, demonstrating how AI can streamline operations while maintaining human touch points. He stresses the importance of understanding workflow patterns and measuring work to ensure AI implementations provide actual value rather than creating new problems.

He also highlights the need to consider both direct and indirect costs of AI adoption, and emphasized that AI should augment human capabilities rather than replace them.

John Martinka
Jessica Martinka

Contact us via either website or give us a call and be sure to check out our videos

https://nokomisadvisory.com/
https://www.martinkaconsulting.com/

https://www.gddpodcast.buzzsprout.com
https://www.youtube.com/c/JohnAMartinka/videos

425-515-4903

Jermaine Ee is a serial entrepreneur whose latest venture is www.heirlight.com.

Jermaine got the idea and spark for this venture because of his mother. She worked hard all her life and yet didn't understand retirement, its planning, estate plans, etc.

His business is not about wills and trusts, it's about people's health, their peace of mind, and having a good life.

This episode is not our usual and yet I found it fascinating because he's tackling a subject many people prefer to ignore, and then they or their heirs pay the price later.

It's really a story about an entrepreneur taking charge.

John Martinka
Jessica Martinka

Contact us via either website or give us a call and be sure to check out our videos

https://nokomisadvisory.com/
https://www.martinkaconsulting.com/

https://www.gddpodcast.buzzsprout.com
https://www.youtube.com/c/JohnAMartinka/videos

425-515-4903