Episode 18

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Published on:

29th Sep 2020

A Badass CFO's Look Into Your Business with Khristine Valdez

Every business is founded upon a steadfast principle and excitement, but even those can’t work through humanity’s greatest puzzle: Money. If you want your business to thrive, you need a systematic approach to money. In this episode of Business School, Sharran connects with his former CFO, Khristine Valdez, to dive into the nuances of business money management. They cover the biggest and easily fixable mistakes that every entrepreneur runs into, the best way to keep track of savings and expenses, and what Khristine recommends to keep your balance sheets and wallets happy.

“Process is the key to everything.”

 - Khristine Valdez


In This Episode:

- How to NOT chase money

- Why having business peers is critical to success

- How to thoroughly understand your clients

- Look at THESE metrics to figure out if you’re leaving money on the table

- The simple way to cut unnecessary costs and keep track of recurring ones

- Khristine’s approach to owner’s compensation

- Why business owners should keep track of personal capital investments

- The best way to handle taxes

- One BIG mistake that’s too easy NOT to fix

Connect with Khristine:

Website

LinkedIn


Connect with Sharran:

Website

LinkedIn

Facebook

Instagram

Twitter

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About the Podcast

Business School with Sharran Srivatsaa
Business School is hosted by Sharran Srivatsaa, President of Real (TSX: REAX) (NASDAQ: REAX), the fastest-growing, publicly-traded, real estate brokerage in the world. Sharran grew Teles Properties by 10x in 5 years to $3.4 Billion in sales and eventually sold the business to Douglas Elliman. Sharran is also an accomplished “deal guy” and private equity investor. He is the Chairman of private equity firm Highland Prime which focuses on investing in service-businesses and also the Chairman of ARC Multifamily Group which focuses on value-add multifamily investment projects.

Sharran is a former Goldman Sachs and Credit Suisse banker and a sought after keynote speaker and is the creator of the wildly-popular 5am Club call for Entrepreneurs.

On this podcast, Sharran shares his best secrets on how to grow your business strategically, how to build your brand elegantly, most importantly integrate the profits in your business with an overall joyful life.

For more free resources visit Sharran.com

About your host

Profile picture for Sharran Srivatsaa

Sharran Srivatsaa

Sharran is a serial entrepreneur, sought after keynote speaker, and a respected thought-leadership resource for publications such as the Wall Street Journal, SUCCESS magazine, Huffington Post and Forbes.

While Sharran has had 5 exits in the last 19 years, and also a several humbling failed investments and business initiatives. He talks all about them on his top rated Spotify podcast, Business School.

Most recently, Sharran led Teles Properties’ unprecedented 10x growth over 5 years and a 4-year consecutive streak on the Inc. 500 fastest growing companies list resulting in its acquisition by national real estate powerhouse Douglas Elliman.

Prior to Teles, Sharran worked at both Goldman Sachs and Credit Suisse, where he collaborated with management teams of fast-growing businesses around the country on investment advisory and corporate strategy. Sharran also spent several years building recreational programs in the Caribbean, Middle East, and Hawaii for some of the finest international resorts such as the Four Seasons and Ritz-Carlton, also has deep experience working with technology companies such as Lightera (acquired by CIENA) and Obopay, a fast-growth mobile payments company.

Sharran is a Principal at Srilo Ventures, a multi-factor private investment fund that focuses investing in and advising technology companies and operating businesses in the consumer space. Having successfully completed many acquisitions, joint-ventures, management buyouts, mergers, and capital raises, Sharran serves as a director and advisor on numerous company boards.

He is also a member of the Genius Network, the highest-level marketing mastermind in the world led by whizkid Joe Polish, and also a member of Young President’s Organization (YPO).

After competing on the professional tennis tour, Sharran received his Bachelor’s degree in Computer Science from Luther College and his MBA with Honors from Vanderbilt University.