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Financially Simple Bizcast

The Financially Simple podcast is your one-stop resource for small business owners. Gain unique insights into growing, refining, and selling businesses. You will hear ways business owners have reduced their tax liabilities, increased their income, improved office morale, saved for the retirement of their dreams, and more.
Host Justin Goodbread is a serial entrepreneur, award-winning CFP® (Certified Financial Planning professional), CEPA® (Certified Exit Planning Advisor), and CVGA® (Certified Value Growth Advisor) with years of experience guiding business owners from start to exit in their business.

Mar 22, 2021

In episode 346 of Financially Simple, Justin sets out his personal journey in determining his own company’s KPIs.

Key Performance Indicators can be used to evaluate the success of a business, the efficacy of team members in achieving their goals, and overall performance. In this episode, Justin gives an overview of the up-coming episodes that will cover the various KPIs within a business, as well as a recommended reading list to help you better understand the what, why and how.

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00:47 - My Company’s Journey to Discover Our KPIs

06:12 - Recommended Reading (see below)

16:00 - Where’s All This Heading

18:21 - Wrap Up



Work with Our Team


Business Model Generation - Alexander Osterwalder

The Consulting Bible - Alan Weiss

Leading Exponential Change - Erich R. Bühler

Key Performance Indicators - David Parmenter

KPI Checklists - Bernie Smith

Key Performance Indicators - Bernard Marr


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Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.