This episode of we are joined by Scott Jacobson, founder of Onward Equity and a seasoned CPA with over 20 years of experience. Scott shares his unique journey of balancing his W2 role as a controller for a medical supply sales company while simultaneously growing his entrepreneurial ventures in real estate investing. He discusses the challenges and rewards of managing these dual roles and offers insights into the mindset needed to thrive in both. Scott also delves into his passion for real estate, the importance of stepping out of your comfort zone, and how he is helping others achieve financial freedom through passive real estate investments. Tune in for an inspiring conversation about resilience, growth, and the power of leveraging both your skills and your network to achieve success. Contact Scott – Website – www.onward-equity.com LinkedIn – linkedin.com/in/scott-jacobson-cpa-47a605270 Leighann Lovely: Welcome to another episode of love your sales today. I am joined by Scott Jacobson. He is the founder of Onward Equity. Scott is a CPA and has been the controller for a medical supply sales company for the past 20 years. He also has 22 years of experience in active real estate investing, ranging from. Single family homes and duplexes to large multifamily apartment buildings [00:02:00] and a medical professional office building. In 2013, Scott and his wife Denise founded a 501c3 nonprofit charity called the Sons Foundation or SON Foundation, which serves as a home away from home for cancer patients and their caregivers while they are in Indianapolis for treatments. Scott, I am so thrilled to have you join me today and, uh, and, and talk with me. Scott Jacobson: Thank you, Leanne. It's, it's an honor and it's a privilege. I appreciate you taking the time to chat with me today. Leighann Lovely: Yeah. Looking forward Scott Jacobson: to it. Leighann Lovely: So you are not only a entrepreneur, but you are also a W 2 employee. Is that right? Scott Jacobson: That's correct. Yeah, it's, it's, uh, an interesting dance sometimes trying to balance the two, but, uh, you know, I've, I've done both of them concurrently for, like you said, about [00:03:00] 20 years and, uh, I enjoy them both. So, so far I've been able to, uh, uh, kind of manage them both at the same time and they give different, uh, different excitements to me, I guess, different parts of my life. Leighann Lovely: That's amazing. And I have to say that that can be an extreme challenge for a lot of people because you really have to have it. Well, and some people have to have, you know, two different mindsets. However, I will say that often in conversations that I have with people, sales individuals often have that entrepreneurial mindset to begin with. Right. So coming from that, you know, kind of sales background, if you come from a sales background, you already have that entrepreneurial spirit built into you, but you really, you come from, [00:04:00] You're the controller. You are? Yes. . You know the, the CPA, the numbers guy? Yeah. The, the guy that Scott Jacobson: sits in the back office and , uh, the stereotype is you, you, you sit and you don't talk to anybody and you don't, uh, no one bothers you and you don't bother anyone. Right? ? I try to be the anti CPA, to be honest. Uh, I'm not a big fan of the. The connotation there. Leighann Lovely: Well, so let's talk about that because that's definitely, you know, the, the stereotype is the numbers person, the numbers guy, the numbers gal, who's more of the introvert. So you're definitely swimming against the current here. When we, when we're talking about that true entrepreneurial spirit, the person who's out there selling themselves, let's, let's talk about, you know, how you've managed these two very different in some people's minds and in mind, because, and again, it's, I'm not saying it's not possible, [00:05:00] obviously it's possible, but the Terry, the stereotypical type is. Those don't play well Scott Jacobson: together, Leighann Lovely: correct? So yeah, let's, let's dive into this. Let me tell, you know, tell me a little bit about what you've, you know, how you've reconciled these two different disciplines. Scott Jacobson: Sure. Yeah. And so you're, obviously you're exactly right. They, on, on the service, they don't really mesh well together. Right. And, um, I've always kind of considered, well, I've recently, Became, I guess, maybe more self evident to consider myself. I think there was a specific term for it, but it's either, uh, an extroverted introvert or introverted extrovert. Like I kind of, I definitely have, uh, parts of both I think in me. Um, but the, the entrepreneurial, uh, kind of bug for me started my first job when I got, when I was old enough or when I got my license. I had a lawn mowing business to where, uh, I, I would, [00:06:00] I think at the height, I had 30, over 30 lawns that I was mowing. And I had, uh, I remember my, my mom helped me and we made ...
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Jun 19 202433 m