Journeys to the Summit is your gateway to the private stories of entrepreneurs who have navigated their way to the top. Hosted by Ilya Zlotnik.
Each episode explores adventures of the people who built great businesses and are living fulfilling lives.
From their initial struggles to masters of their craft, our guests share candid experiences, challenges faced, and invaluable lessons learned along the way.
Whether you're a successful entrepreneur or seeking inspiration, this podcast offers a compass to guide you along your journey.
Mastering Multiple Industries Simultaneously Building and Selling Businesses Across Diverse Markets
How do you build two successful businesses in completely different industries and sell them both before 40?In this episode, Ilya Zlotnik sits down with entrepreneur Jeff Glazer to unpack a journey that spans medical spas, manufacturing, private equity exits, and everything in between.Jeff shares how he:-Bought a failing medical spa during the financial crisis—and made it cash flow positive in 30 days-Simultaneously built a niche manufacturing business in rural Canada-Navigated failure, debt-heavy turnarounds, and operational chaos-Scaled to 7 med spa locations with strong culture and retention-Sold both businesses in highly competitive markets-Redefined success around family, balance, and long-term thinking This conversation is packed with real-world lessons on execution, resilience, and what it actually takes to build something meaningful over time.Whether you’re an early-stage founder or a seasoned operator, Jeff’s story is a masterclass in playing the long game.
9 Jun 2026
Direct Indexing What It Is and How It Can Benefit You
What if you could match the market and improve your after-tax returns?In this episode, Ilya sits down with Bob Holdsworth, Founder of Custom Harvest and a pioneer in ETF-based direct indexing, to break down one of the fastest-growing strategies in wealth management.Bob explains how direct indexing works, why it’s gaining traction, and how investors can use tax-loss harvesting to generate “tax alpha”—without taking on additional risk. The conversation also explores the evolution from traditional stock-based direct indexing to a more streamlined ETF-based approach, offering simplicity, flexibility, and powerful tax advantages.You'll hear more about:-What direct indexing actually is-How tax-loss harvesting boosts after-tax returns-Why ETFs may outperform individual stocks in this strategy-How volatility (like in 2022) creates opportunity-Real-world use cases, including offsetting business sale gains-The future of direct indexing and customizationWhether you're an advisor or investor, this is a must-watch if you're looking to build more tax-efficient portfolios.
2 Jun 2026
Top Tax Matters to Consider for Business Owners and Individuals
Most business owners focus on revenue, growth, and brand when thinking about enterprise value—but overlook one critical factor: taxes.In this episode of Journeys to the Summit, Dean Pearson, Principal at PBG Financial and head of their State & Local Tax group, breaks down how tax decisions made today can directly impact your business valuation tomorrow. From missed filings to multi-state tax exposure, Dean explains how small oversights can lead to major reductions in purchase price during a sale.We also dive into one of the hottest trends right now: relocating to low-tax states like Florida. Dean unpacks the biggest misconceptions around residency changes, why simply moving doesn’t eliminate your tax obligations, and how business owners often get caught off guard.Key topics include:-How tax compliance impacts enterprise value during a sale-Why unfiled taxes can reduce your purchase price-The real cost of waiting to clean up tax issues-Multi-state tax obligations (even without physical presence)-The truth about moving to Florida and avoiding taxes-Residency audits and what states actually look for-Why most business sales still trigger state taxes—even after relocatingIf you’re a business owner thinking about scaling, selling, or relocating, this conversation could save you significant money and headaches.
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