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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.

Jul 30, 2020

In episode 284 of Financially Simple, Justin and David Kent of Heritage Investors talk about the return of business to the relative normal of a post-COVID world.

With the Coronavirus pandemic seeming to turn the corner and businesses re-open having made adjustments to their business strategies, it’s important to take stock and assess the changes of what is now the norm.  Justin and David look at what has changed, how aspects of running a business have had to adapt to the current environment, and how to best manage the situation for the foreseeable future.

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00:58 - Will We Ever Get To Business As Normal

06:03 - Operations: What Has Changed

07:37 - Operations Excellence

09:29 - How to Identify Areas of Excellence

11:58 - People: Who Has Changed

13:14 - The Employer-Employee Relationship

15:08 - Making Changes

18:23 - How To

20:04 - Financial: Do We Have the Necessary Resources to Face the Future

22:43 - Conserving Cash

25:33 - The Big Take-Away Point

26:52 - Summary

29:11 - Wrap Up



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David Kent




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.