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Bautis Financial

Bautis Financial

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Business Owner

The Small Business Owner’s Guide to Leveraging Technology

Episode 275 – The Small Business Owner’s Guide to Leveraging Technology With David Quick

December 12, 2025 by Bautis Financial

AI is changing the way small businesses operate – but only if it’s applied to the right processes. David Quick shares how business owners can leverage technology effectively, avoid common pitfalls, and strengthen cybersecurity.

Read moreEpisode 275 – The Small Business Owner’s Guide to Leveraging Technology With David Quick
Successful Side Hustle

Episode 226 – Low-Cost and No-Cost Side Hustles to Start Today With Joan Posivy

December 20, 2024 by Bautis Financial

Ever wondered how to start a side hustle with little to no upfront cost? You’re not alone – millions of Americans are making extra income with a side hustle. Here’s how you can join them.

Read moreEpisode 226 – Low-Cost and No-Cost Side Hustles to Start Today With Joan Posivy
A Guide to Retirement Plans for Small Business Owners

A Guide to Retirement Plans for Small Business Owners

July 18, 2024 by Bautis Financial

As a business owner, you may be surprised to find that offering the right retirement plan may significantly benefit both you and your employees. Here’s an overview of the major features within each kind of retirement plan.

Read moreA Guide to Retirement Plans for Small Business Owners
Business Law

Episode 213 – How Small to Medium-Sized Businesses Should Deal With Legal Issues, With Matthew Fornaro

July 12, 2024 by Bautis Financial

Legal insights alert! Entrepreneurship meets law in this episode with guest Matthew Fornaro, Esq. From business formation to dispute resolution, tune in to learn the legal intricacies every business owner should master.

Read moreEpisode 213 – How Small to Medium-Sized Businesses Should Deal With Legal Issues, With Matthew Fornaro
Business Transition | Two Businessmen Shaking Hands

Episode 204 – How to Plan a Winning Business Transition With Laurie Barkman

May 10, 2024 by Bautis Financial

Dreaming of your next chapter? Discover the roadmap to a seamless business transition with Laurie Barkman, the renowned “Business Transition Sherpa,” who pulls from experience guiding entrepreneurs through a profitable exit process.

Read moreEpisode 204 – How to Plan a Winning Business Transition With Laurie Barkman

Financial Planning Checklist: What Issues Should I Consider When Planning My Business Exit?

April 5, 2024 by John Williams

To ensure a smooth transition and maximize the value of your business, careful planning is essential. Gain a better understanding of where to start and what questions to ask when addressing your exit strategy with this checklist.

Read moreFinancial Planning Checklist: What Issues Should I Consider When Planning My Business Exit?
Proven Ways to Acquire and Retain Clients

Episode 195 – Proven Ways to Acquire and Retain Clients With Richard Weylman

February 23, 2024 by Bautis Financial

Richard Weylman, globally recognized expert on customer experience and business success, shares client acquisition and retention strategies any business representative can use to catapult their sales and success.

Read moreEpisode 195 – Proven Ways to Acquire and Retain Clients With Richard Weylman

5 Reasons Why Business Owners May Need a Financial Advisor

January 25, 2024 by Kyra Mackesy

Whether you’re a novice entrepreneur or a seasoned business owner, uncover invaluable insights into how a financial advisor can help you achieve your financial objectives and foster a flourishing business.

Read more5 Reasons Why Business Owners May Need a Financial Advisor
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Bautis Financial
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Suite LL1,
Montclair, NJ 07042
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  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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