Charting Opportunities With Portus Wealth Advisors

Unlocking Business Growth: Charting Opportunities with Portus Wealth Advisors Welcome to "Charting Opportunities," a dynamic monthly series brought to you by Portus Wealth Advisors, designed to empower business owners with actionable insights and strategies for growth. We understand the unique challenges and opportunities faced by entrepreneurs, and this platform is dedicated to providing you with the knowledge and tools you need to succeed. Join us for live, in-depth discussions featuring industry experts covering a wide range of critical topics. From mastering estate planning and optimizing business insurance to navigating the complexities of financial planning , marketing , sales , and HR , we're committed to delivering content that matters. We dive deep into real-world solutions, helping you move beyond basic strategies and achieve tangible results. Our expert guests share their proven methods for enhancing opera

Charting Opportunities With Portus Wealth Advisors is a business podcast hosted by William Bissett, with 73 episodes on record and a Required Pod Score of 80.

William Bissett hosts Charting Opportunities With Portus Wealth Advisors, a business show with 73 episodes published.

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  Episode #55

  Why 80% of Businesses That Go to Market Fail to Sell | Portus Perspectives

  Oct 5, 20265 minS1

  80% of businesses that go to market fail to sell. That's a sobering statistic. And William is the first to admit he doesn't know exactly how much to trust it. But he believes it is directionally accurate. And more importantly, he knows exactly why it happens. Most business owners are exceptional at their craft. They start a business around what they do well, build a customer base, hire people to help them do more, and create a cash flowing machine that funds a lifestyle they never imagined when they started. That's a genuine success story. But here's the problem. If the business owner is the governor on that engine, the restrictor plate that everything runs through, then the cash flow they've built is tied to them being there. And when a buyer comes in to do due diligence, that's exactly what they are trying to figure out. Not just what the business cash flows today. But what it'll cash flow for them. Without you. That question, "what is the transferability of this business?" separates the businesses that sell from the 80% that don't. A buyer isn't purchasing your past. They're purchasing their future. And if your presence is what makes the business work, that future looks a lot riskier than the price tag suggests. The good news is that solving the transferability problem also solves something else entirely. A business that doesn't need you to operate doesn't just become more sellable... it keeps cash flowing for you whether you're there or not. That's the goal worth building toward regardless of whether a sale is on the horizon. William closes with a question worth sitting with honestly. "If you walked away from your business today, would it continue to operate in the same form and fashion it did yesterday?" If the answer is no, that's not just an operations problem. It's a future wealth problem. Key Topics Covered: The 80% Statistic: Why most businesses that go to market fail to sell and what drives that number. The Craftsman Trap: How building a business around your own skills creates a cash flow ceiling. The Governor Problem: Why being the restrictor plate on your own business hurts transferability. What Buyers Are Actually Buying: Why a buyer's purchasing their future, not your past. Transferability vs Cash Flow: Why a business that cash flows for you may not cash flow for the next owner. The Question Worth Asking: If you walked away today, would the business survive without you? If you've been building a business for years and have never asked yourself that closing question, this episode will make you think about it very differently. ➡️ Portus Home Page: https://portusadvisors.com? ➡️ Portus Facebook Page: https://www.facebook.com/profile.php?id=61572848737086 ➡️ Portus LinkedIn Page: https://www.linkedin.com/company/portus-wealth-advisors/ ➡️ More Portus Perspectives: https://youtube.com/playlist?list=PLpVTaW63KqYSZ95HuYkvGAAwr1z4Br7Ol&si=7_qZ6fOTmfRWHDUp ORIGINAL MEDIA SOURCE(S): William Bissett: Why 80% of Businesses That Go to Market Fail to Sell | Portus Perspectives Originally Recorded on October 3, 2026 Portus Perspectives: Episode 55 #BusinessExit #ExitStrategy #SellYourBusiness #BusinessOwner #Entrepreneurship #WealthManagement #BusinessValuation #Transferability #PortusPerspectives #PortusWealth #SmallBusiness #SuccessionPlanning #BusinessGrowth #FinancialPlanning #BusinessSale

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  Episode #54

  Before You Buy That Treasury Bond, Read This First. | Portus Perspectives

  Oct 2, 20265 minS1

  Most people see a 5.3% yield on a 30-year Treasury and think it sounds like a great deal. Before you buy, make sure you understand what you're actually getting into. In this installment of the Portus Perspectives series, William breaks down the relationship between interest rates and bond prices in plain language, using a simple seesaw analogy that makes one of the most misunderstood concepts in investing immediately clear. Here's the basic dynamic: When interest rates rise, bond prices fall. When interest rates fall, bond prices rise. It's a supply and demand issue. If you're holding a bond paying 5% and a new bond comes out paying 5.3%, your bond has to fall in price to remain competitive. Simple as that. So yes, a 30-year US Treasury yielding 5.3% means a million dollar investment generates $53,000 a year in guaranteed income. That sounds compelling. And in the right situation, it might be exactly the right move. But there are two risks worth understanding before you commit. 1. The first is inflation. If inflation rises over the next 10 to 30 years, that $53,000 buys less and less every year. The purchasing power erodes even as the income stays the same. 2. The second risk is related. If inflation rises, interest rates tend to follow. And if rates rise further, the price of your existing bond falls. You'll get your million dollars back at maturity. But if you need to sell before then, you may not get what you are hoping for. Is a 5.3% Treasury yield a good deal? Maybe. It depends on what you are trying to accomplish, what your time horizon looks like, and what your expectations are for inflation over the life of the bond. What's right for one investor may be completely wrong for another. Key Topics Covered: The Seesaw Analogy: Why interest rates and bond prices always move in opposite directions. The 5.3% Treasury Yield: What $53,000 a year on a million dollar investment actually means. The Inflation Risk: Why guaranteed income is not the same as guaranteed purchasing power. The Price Risk: What happens to your bond's value if rates rise further before maturity. Is It the Right Decision: Why the answer depends entirely on your situation and goals. Know What You Own: Why understanding the basics of bond pricing makes you a better investor. If you've been thinking about locking into a long term Treasury or any fixed income instrument, this episode will make sure you go in with your eyes open. ➡️ Join the Conversation: https://portusadvisors.com ➡️ Portus Facebook Page: https://www.facebook.com/profile.php?id=61572848737086 ➡️ Portus LinkedIn Page: https://www.linkedin.com/company/portus-wealth-advisors/ ➡️ More Portus Perspectives: https://youtube.com/playlist?list=PLpVTaW63KqYSZ95HuYkvGAAwr1z4Br7Ol&si=7_qZ6fOTmfRWHDUp ORIGINAL MEDIA SOURCE(S): William Bissett: Before You Buy That Treasury Bond, Read This First. | Portus Perspectives Originally Recorded on September 21, 2026 Portus Perspectives: Episode 54 #Bonds #TreasuryBonds #InterestRates #Investing #WealthManagement #FinancialPlanning #BusinessOwner #PortusPerspectives #PortusWealth #PersonalFinance #BondMarket #Inflation #RetirementPlanning #FixedIncome #Entrepreneurship

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  Episode #5

  Viral Growth with No Ad Spend: Dr Mark Brinson, Evil Bone Water | Full Episode

  Sep 30, 202653 minS2

  What if your best marketing move was giving away your formula for free? ➡️ https://portusadvisors.com/?utm_source=youtube&utm_medium=social&utm_campaign=brinson_s2e7 In this episode of Charting Opportunities, John Sanders sits down on stage with Dr. Mark Brinson (Army veteran, former acupuncture physician, and founder of Evil Bone Water) to unpack one of the most unconventional business growth stories you'll hear. Dr. Brinson built Evil Bone Water from a porch-side kitchen operation into a company producing 700,000+ units annually, with 35% year-over-year growth and no traditional advertising. The secret? Authentic brand building, a win-win-win philosophy, and radical transparency his industry had never seen. What you'll learn in this episode: - How Dr. Brinson nearly went pro as a triathlete, including a story about racing a young Lance Armstrong - His path from Army infantry to Chinese medicine and why he chose acupuncture over an MD program - The quality decline in Chinese herb imports that sparked the creation of Evil Bone Water - Why posting his formula and production process online went viral overnight... and launched the business - His case-only wholesale model and why he turned down retail chains, Amazon, and ad budgets - The "idiot savant of Chinese medicine" brand strategy and how bad Photoshop built real customer loyalty - Growing from 3–5 orders per week to 700,000+ units using no loans, no investors, and scrappy in-house manufacturing - "Collecting people" - why building personal vendor relationships before you need them changes everything - GMP certification as the path to hospital systems, the VA, and a sellable business... even if you never plan to sell Dr. Brinson also shares his philosophy on consistent, persistent effort and why every decision he makes is built with an exit in mind, even though he hopes Evil Bone Water becomes a family legacy. Whether you're building a product company, a practice, or a service business, this episode is packed with lessons on brand discipline, operational thinking, and what it really means to help people first. Join the Conversation: ➡️ Portus Wealth Advisors: https://portusadvisors.com ➡️ Connect with Evil Bone Water: https://www.evilbonewater.com ➡️ Portus Facebook: https://facebook.com/profile.php?id=61572848737086 ➡️ Portus LinkedIn: https://linkedin.com/company/portus-wealth-advisors/about/ 00:00:00 Welcome to Charting Opportunities 00:02:58 Dr. Brinson's triathlon background & racing Lance Armstrong 00:09:30 From triathlete to Army infantry 00:11:00 Choosing Chinese medicine over an MD program 00:14:30 The origin of Evil Bone Water 00:21:00 Going viral with zero ad spend 00:24:30 Authentic brand building and bad Photoshop marketing 00:28:30 Growing pains: scaling from porch to warehouse 00:31:30 "Collecting people" and building real vendor relationships 00:35:00 GMP certification and SOPs as the path forward 00:41:30 Final thoughts and key takeaways 00:44:00 Q&A: Where did the name "Evil Bone Water" come from? 00:47:30 Q&A: From the clinic porch to 700,000+ units 00:50:30 Q&A: Persistence, veterans, and the mission ahead ORIGINAL MEDIA SOURCE(S): Dr. Mark Brinson: Viral Growth With No Ad Spend | Evil Bone Water | Charting Opportunities Originally Recorded on June 10, 2026 Charting Opportunities: Season 2, Episode 7 Images courtesy of: Dr. Mark Brinson and Evil Bone Water #EvilBoneWater #ChartingOpportunities #PortusWealthAdvisors #SmallBusiness #BusinessGrowth #Entrepreneur #ViralMarketing #ChineseMedicine #BrandBuilding #BusinessExit #GMPCertification #OrganicGrowth #WholesaleStrategy #AuthenticMarketing #ArmyVeteran

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  Episode #53

  Why the Fed Raising Rates Isn't the Bad News Most Business Owners Think | Portus Perspectives

  Sep 28, 20266 minS1

  Most business owners hear "rate hike" and brace for impact. They're looking at it wrong. ➡️ Learn more about how we handle different rate environments: https://portusadvisors.com?utm_source=youtube&utm_medium=video&utm_campaign=portus-perspectives-ep53 In this installment of the Portus Perspectives series, William follows up on a previous conversation about interest rates and bond prices to tackle the business side of what's happening in the current rate environment. Inflation has been a persistent issue since 2022 when the Federal Reserve started raising interest rates to bring it under control. At its peak, inflation was running somewhere between six and eight percent. The causes have been layered. - Onshoring and nearshoring manufacturing back to the US has driven up building costs. - The tariffs enacted last year created their own inflationary impact, largely one-time but real. - And the ongoing conflict in Iran has disrupted oil markets in ways that continue to feed elevated prices. The Fed has a dual mandate that makes it unique among central banks. It's targeting both low unemployment, theoretically somewhere between four and five percent, and low inflation at a two percent target. Right now unemployment is right in range. Inflation isn't, so the Fed keeps raising rates to slow consumption and bring prices back in line. Here's where it gets interesting for business owners. When the Fed raised short term rates most recently, the expected reaction would have been for long term rates to rise as well. That's not what happened. Long term rates actually fell. And that's a meaningful distinction for anyone whose borrowing costs are tied to the ten year Treasury, which includes thirty year mortgages and a wide range of consumer and business loans. The market is signaling that it believes the Fed is serious about controlling inflation. When inflation expectations come down, long term rates follow. That's good news for home builders, for borrowers, and for business owners who have been waiting for borrowing costs to come down. The Fed is doing its part. The remaining variable is whether Congress and the administration can get spending under control, because that'll drive inflation expectations over the next decade regardless of what the Fed does in the short term. Key Topics Covered: The Inflation Story: What's been driving elevated inflation since 2022 and why it has been slow to come down. The Fed's Dual Mandate: Why the Federal Reserve is the only central bank targeting both unemployment and inflation. What Happened When the Fed Raised Rates: Why long term rates fell instead of rising and what that means. The Ten Year Treasury Connection: How so many business and consumer borrowing rates are tied to this benchmark. Inflation Expectations and the Market: Why what the market believes about future inflation matters as much as the rate itself. What Business Owners Should Watch: The role of Congress and spending in driving long term inflation expectations. If you've been watching the Fed raise rates and wondering what it actually means for your borrowing costs and your business, this episode will give you the clearest picture available right now. ➡️ Portus Facebook Page: https://www.facebook.com/profile.php?id=61572848737086 ➡️ Portus LinkedIn Page: https://www.linkedin.com/company/portus-wealth-advisors/ ➡️ More Portus Perspectives: https://youtube.com/playlist?list=PLpVTaW63KqYSZ95HuYkvGAAwr1z4Br7Ol&si=7_qZ6fOTmfRWHDUp ORIGINAL MEDIA SOURCE(S): William Bissett: Why the Fed Raising Rates Isn't the Bad News Most Business Owners Think | Portus Perspectives Originally Recorded on September 22, 2026 Portus Perspectives: Episode 53 Chapters: 00:00 Why Business Owners Are Looking at Rate Hikes Wrong 01:00 What's Been Driving Inflation Since 2022 02:00 The Fed's Dual Mandate Explained 03:00 Why Long Term Rates Fell When the Fed Raised Short Term Rates 04:00 What This Means for Business Owners and Borrowing Costs 05:00 What Congress Needs to Do Next #InterestRates #FederalReserve #Inflation #BusinessOwner #WealthManagement #FinancialPlanning #Entrepreneurship #SmallBusiness #Economy #PortusPerspectives #PortusWealth #Mortgage #BondMarket #MacroEconomics #BusinessFinance

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  Episode #52

  The Business Exit Options Every Owner Should Know Before It's Too Late | Portus Perspectives

  Sep 25, 20265 minS1

  What are your options when it's time to exit your business? William Bissett breaks down the five paths every business owner should understand, from private equity to simply letting it run. ➡️ Talk with Portus about your exit options. https://portusadvisors.com/?utm_source=youtube&utm_medium=video&utm_campaign=portus_perspectives&utm_content=ep52 Running a business is exhausting. It's nonstop. It's a seat that most people around you will never fully understand. And when you've built something with real value, the question of what comes next deserves an honest answer. William walks through the full menu of exit options available to most business owners. Private equity is often the first conversation. PE-backed entities are out there actively buying businesses like yours, packaging them together for economies of scale, and selling the combined entity at a premium. For many business owners it is one of the most lucrative paths available. Strategic buyers are another strong option. A larger company already operating in your industry that's looking for downstream acquisitions. Also typically among the more lucrative exits for the seller. An ESOP, or employee stock ownership plan, allows you to sell to your employees. With the right structure it can come close to matching the financial outcome of a private equity deal, though the buyout timeline tends to be longer and carries a bit more risk on the tail end. Internal succession options include selling to a family member or to your existing management team. The management buyout can be complex depending on the size of the business, but with a multi-year, multi-layer structure it's absolutely achievable. Then there is the option most business owners default to without meaning to. Just letting it run. Keeping the cash flowing, kicking the decision down the road, and hoping the well-oiled machine stays well-oiled. It's a strategy. But without intentionality behind it, it tends to become less profitable, less driven, and less of everything the owner built it to be. The message William closes with is a direct one: don't let inaction be your exit strategy. Whatever path you choose, choose it on purpose. Key Topics Covered: - Private Equity: How PE-backed buyers work and why it is often one of the most lucrative exit options. - Strategic Buyers: What a strategic acquisition looks like and who's typically looking. - ESOPs: How selling to your employees works and the trade-offs. - Family and Management Buyouts: Internal succession options and how to structure them. - Letting It Run: Why defaulting to inaction is a strategy with real consequences. - Choose Intentionally: Why mapping out your exit in advance protects you, your employees, and everything you built. If you've been putting off the exit conversation because the options feel overwhelming, this episode will give you the clarity to start thinking about it differently. ➡️ Portus Facebook Page: https://www.facebook.com/profile.php?id=61572848737086 ➡️ Portus LinkedIn Page: https://www.linkedin.com/company/portus-wealth-advisors/ ➡️ More Portus Perspectives: https://youtube.com/playlist?list=PLpVTaW63KqYSZ95HuYkvGAAwr1z4Br7Ol&si=7_qZ6fOTmfRWHDUp ORIGINAL MEDIA SOURCE(S): William Bissett: The Business Exit Options Every Owner Should Know Before It's Too Late | Portus Perspectives Originally Recorded on September 22, 2026 Portus Perspectives: Episode 52 00:00 What Are Your Options as a Business Owner? 01:00 Private Equity and Strategic Buyers 02:00 ESOPs and Selling to Your Employees 03:00 Family Succession and Management Buyouts 04:00 Why Inaction Becomes the Default and What It Costs You #BusinessExit #ExitStrategy #SellYourBusiness #ESOP #PrivateEquity #BusinessOwner #Entrepreneurship #WealthManagement #SuccessionPlanning #PortusPerspectives #PortusWealth #SmallBusiness #MergersAndAcquisitions #FamilyBusiness #BusinessLegacy

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