How to Invest in a Business with Kelly Coughlin


How to Invest in a Business with Kelly Coughlin

Kelly Coughlin from helps us understand investing from an owner/operator aspect, plus shares the 3 Stages when starting a successful business.

Three stages when starting a successful business:

  • Stage 1: Test the product/service in the marketplace
  • Stage 2: You will encounter forces that compete with your product
  • Stage 3: Get your first client

Then the panel discusses:

  • Things to look for when starting a business
  • What key things to look for when starting a business with a partner
  • Advantages of buying into a business


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Today’s guest, Kelly Coughlin:

Kelly Coughlin has founded tech companies and has an extensive history as a CPA.

He’s also owner of Everyday CPA, a service that provides tax, accounting, and risk management solutions.

You can find more at their website,  


Today’s Panelists

Miranda Marquit | Planting Money Seed

Kirk Chisholm | Innovative Wealth

Joseph Hogue | Let’s Talk Money YouTube channel

For a quick bio of each of our show participants, head on over to our panelists page.

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