Oct 29, 202654 min
In this episode of the SMB Playbook, Spencer sits down with Edward Jones financial advisor Dave Owen for a conversation that starts with firm core values and quickly turns into a full “David-to-Dave” origin...
About this Podcast:
A playbook for business owners getting ready to value, optimize, and sell. Custom-crafted by high-tier professionals, with the full set of plays to execute the sale. This is one of the most important decisions of your life. Have the right playbook to do it well.
Pitch Analysis
Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Public web form
Booking probability
26%
Guest openness
Selective
80/100
Required Score
Sign up to generate a grounded pitch for SMB Playbook.
Signup to Generate a PitchQuestions about SMB Playbook
What is SMB Playbook about?
A playbook for business owners getting ready to value, optimize, and sell. Custom-crafted by high-tier professionals, with the full set of plays to execute the sale. This is one of the most important decisions of your life. Have the right playbook to do it well.
What has SMB Playbook covered recently?
Recent episodes include "Fall With Style: Why Exit Planning Is Never a Binary Call" (29 October 2026, 54 minutes), "The Real Cost of “Safe” Careers: A Tax Advisor’s Path from Big Four to Entrepreneur" (20 October 2026, 54 minutes), and "Dad's Cooking, Time to go out to Dinner with BJ Thompson" (25 September 2026, 52 minutes).
How often does SMB Playbook publish?
SMB Playbook publishes roughly every two weeks, with episodes averaging 50 minutes.
How hard is it to get booked on SMB Playbook?
Booking probability for SMB Playbook is 26%, and the host is rated Selective on guests. SMB Playbook requires a Pod Score of 80 or higher. SMB Playbook's contact route on record: public web form.
Who should pitch SMB Playbook?
The strongest fits for SMB Playbook are Business & Management Consulting. SMB Playbook has a business audience.
About the host
SMB Playbook is a business podcast.
Host email not verified for this podcastSign in to unlock →
Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Oct 20, 202654 min
In this episode of SME Playbook, host Spencer Wright talks with Dan Walowitz of Wallwitz Wealth (and returning guest Jake of Hudson Oaks) about moving from Brazil to the U.S. on a University of Utah scholarship and...
Sep 25, 202652 minSMB Playbook welcomes Exit Engine’s financer extraordinaire, BJ Thompson — the affable CFO with a Loki-adjacent sense of humor and a warehouse-airsoft origin story — to walk the books, the deals, and the people behind...
- Sep 4, 202650 min
Josh Freeman—first lawyer in the family, former wood-chip slinger, and the guy Spencer still keeps on estate docs—walks through the hero’s journey from a post-crash family-law grind to founding the remote-first Freeman...
SMB Playbook
Truth, Justice and America’s Part with Jake Rust
Aug 29, 202651 minWhen Jake Rust left a larger firm to strike out on his own and build Hudson Oaks, he finally had the room to put clients first—an ethic he learned watching family members conduct business the right way and the wrong...
View More
SMB Playbook
An Accountant's Accountant with Ryan Reese
Aug 12, 202648 minIn this episode of the SMB Playbook, Ryan Reese, managing partner of Milestone Advisors, shares how a modest tax practice grew into a 40-plus-person firm delivering full-spectrum accounting, controllership, and...
Episode #1
Back In the Saddle with Dave Hinckley
Aug 12, 202655 minS2We are dusting off the playbook for a new team. SMB Playbook is partnering with Exit Engine in order to provide the most comprehensive broker experience a business owner, buyer or seller could ask for. Right out of the...
- Nov 4, 20251h 8mS0
Summary<br />In this episode of the SMB Playbook, hosts Spencer Wright and Tyler Harris engage with guests Mike and Dan, two corporate executives transitioning into entrepreneurship through business acquisition. The...
- Oct 16, 202550 minS0
In this episode, Van Oakes shares his journey from a hardworking upbringing in rural Utah to becoming a successful entrepreneur and digital marketer. He discusses the importance of family, the lessons learned from his...
- Sep 11, 202547 minS1
In this episode of the SMB Playbook, hosts Spencer and Tyler welcome Ken Bretschneider and Jamey Anthony, founders of The Grid, an innovative racing experience center in Utah. The conversation explores their unique...
Jul 18, 202546 minS1In this conversation, Spencer interviews Bubba Paris, a former NFL player and current executive director of Donor Network West. They discuss Bubba's journey from being a professional athlete to his current role in organ...
Episode #3
To the Moon with Larry Ellis
Jul 8, 202550 minS1Spencer sits down with Larry Ellis, Chief Strategy Officer of Swiss Rockets, discusses the innovative vaccine and cancer therapy technologies developed by the company. He shares insights into his background in finance...
- May 26, 202541 minS1
Business valuations can make or break your exit. Some things to consider on which play to use and how to get there. From our own experience with mistakes learned along the way to expert evaluations that will completely...
Episode #1
Who Are We and What Are We Doing Here
May 26, 202534 minS1Time to dust off the playbook and get a game plan. We are SMB Playbook your manual for business buying, selling and operation. We have hand crafted this playbook over 2 careers and a lifetime's worth of experince.
Recent guests
Recent guests on SMB Playbook. Study who booked and why before you pitch.
V
Van Oakes
Founder of GOAT Media, Goat Media
B
BJ Thompson
Exit Engine
J
Jake Rust
Hudson Oaks
R
Ryan Reese
Milestone Advisors
Best industries to pitch SMB Playbook for
PitchCentric classifies SMB Playbook under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
Similar Podcasts
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
Podcasts like SMB Playbook
Is this podcast yours and you'd like to remove or correct details? Request removal or email privacy@pitchcentric.com.
Questions about the free trial? See the pricing FAQ