Podcast

The Intentional Owner

Two owners, one ongoing conversation about buying and running small businesses. Hosted by Sam Rosati and Kaustubh Deo. New episodes every other Thursday.

Latest episode

What actually happens in a quarterly planning session?
Grow
47
September 17, 2026
What actually happens in a quarterly planning session?

Two versions, one per host. Sam runs full EOS at PSG: a full-day quarterly that takes stock of revenue, earnings, and measurables, reviews last quarter's rocks, then spends two-thirds of the day ripping 30 to 40 issues onto a whiteboard, consolidating to 15, and picking five to seven as next quarter's rocks. Kaustubh is running Blooma's first planning session with a leadership team, a half day focused on special projects with a champion for each.

Where they split: Sam wants the team managed to the P&L; Kaustubh thinks the P&L is an output and the special projects are the whole job. Both agree the slow season is when you fix the business.

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The hosts

Operators, not interviewers
Sam Rosati

Sam Rosati

Owns and operates through Perimeter Solutions Group and founded SMBootcamp.

Kaustubh Deo

Kaustubh Deo

Owns Blooma, a tree care business in the Pacific Northwest.

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New episodes land every other Thursday, with the short answer and the clips worth your time.