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Carol Roth      

Author of Bestselling Book "The Entrepreneur Equation" and Former Investment Banker

As a business strategist, deal maker and author of the New York Times, Wall Street Journal and USA Today bestselling book, The Entrepreneur Equation, Carol Roth advises businesses through all stages of their lifecycles.  She has helped her clients, ranging from solopreneurs to multinational corporations, raise more than $1 billion in capital, complete hundreds of millions of dollars in M&A transactions, secure high‐profile licensing and partnership deals with IP holders ranging from Disney to the pop sensation Katy Perry, design 7‐figure customer loyalty programs and more.  

Carol’s ability to connect with an audience, communicate in a hilarious and straightforward manner and ultimately, ensure that business is NOT boring has made her a favorite with a wide cross section of audiences. In addition to engaging audiences as a speaker from the stage, Carol is a frequent radio, television and print media contributor, having appeared on Fox News, MSNBC, Fox Business, WGN TV Chicago and more. She has an award winning business blog, Unsolicited Business Advice, at CarolRoth.com and she is signed to TV production company Snackaholic, who is developing a television show around Carol’s life as a business expert/personality, positioning her as the “Suze Orman of Small Business and Entrepreneurship.” 

Speech Topics


The Entrepreneur Equation: Stacking the Odds of Success in Your Favor

(Target audience: Business owners, leaders, managers and others who want to make better business decisions)  

If you fail to prepare, prepare to fail. In our corporate projects and business efforts, as well as in other aspects of our life, we need to start focusing on “should” we be making certain choices, instead of “could” we be making certain choices. Based on Carol’s eponymous book, "The Entrepreneur Equation" formula helps leaders and business owners mitigate risk to stack the odds of success in their favor and decide when to pass on an opportunity.

Takeaways from this session include:

  • Understand The Entrepreneur Equation framework for assessing your motivation, timing, opportunity and personality to help make the best decisions for your goals
  • Learn how to evaluate risks and rewards for any opportunity you are considering, including opportunity costs
  • Learn how to stack the odds of success in your favor to make your risks and rewards balance make sense for you

Getting Comfortable With Being Uncomfortable

(Target audience: Companies and their managers, leaders, sales associates and team members who want to get to the next level)  

The motivational speech with a dose of reality! Our entire lives are spent seeking out comforts, but when you are too comfortable, it means you are probably not trying hard enough. Good enough is not great, outstanding or groundbreaking. Good enough walks on a treadmill, instead of blazing a new path. Good enough doesn’t encourage progress. Good enough doesn’t change the world.   

When you are uncomfortable, you are pushing boundaries; it is where amazing personal and professional shifts come from. From health to relationships to fast tracking your career, landing major clients or growing your business, getting comfortable with being uncomfortable is the key to advancing yourself to the next level.  

Takeaways from this session include:

  • Learn how to get comfortable with having the right mindset and motivation to think bigger
  • Understand how timing plays into being comfortable with being uncomfortable
  • Recognize the opportunities that are worth becoming uncomfortable for
  • Decide if you are someone who can truly deal with “growing pains” to get to the next level

Customer Loyalty 3.0: How to Lead the New Era of Customer Engagement

(Target audience: Private equity firms, companies, brands, service providers, organizations and their employees that place a premium value on creating long-term customer relationships)

Before social media became hot, Carol was implementing strategies for clients that looked at loyalty as developing real relationships with customers, including the “spenders” and the influencers or “senders” in the market. In this session, she will teach attendees how the entire organization needs to take a holistic approach to loyalty, based on Customer Loyalty 3.0 drivers and the company’s specific goals and objectives, to create and keep customers as raving fans.

Takeaways from this session include:

  • Why old-school loyalty efforts, like points programs, are not effective in today’s marketplace
  • Understand how to identify both the senders and the spenders for your company, and why both are critical to engage with
  • How to identify your company’s key pillars of customer loyalty  
  • How to use the proven Loyalty 3.0 framework to craft your own one-off and comprehensive loyalty programs, utilizing online/media strategies in conjunction with offline strategies to maximize customer loyalty

The Exit is This Way: Building a Saleable Business and How to Prepare for a Business Sale

(Target audience: Business owners, investors and entrepreneurs of any size looking to maximize value in their company)

Selling a business is an art, not a science. That being said, there are some key factors that make a business saleable and others that help owners and investors get the highest value for their business.  

Learn what you need to do now to make sure that you build your business for a sale; plus, learn when you should sell and more about the M&A process.

Takeaways from this session include:

  • What kinds of businesses are sellable and how to make good decisions today to ensure that yours is too
  • The difference between financial and strategic buyers, and how the sale process differs in relation to each group
  • What you need to do today to prepare to get the maximum value in an exit

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