Unlocking Competitive Advantage With Carl Cox’s Strategic Systems

Carl Cox

Carl Cox is the CEO and founder of 40 Strategy and 40 Accounting, and the author of Lost at CEO: An Entrepreneur’s Guide to Strategy. He also hosts the Measure Success Podcast and the 4 Million to 40 Million Strategist Mini Podcast. With decades of executive leadership experience, Carl helps organizations align vision, strategy, and execution so they can achieve measurable, sustainable growth.

Here’s a glimpse of what you’ll learn:

[04:00] Why businesses must “keep moving” despite uncertainty in markets and politics
[07:30] Key tax law changes and how entrepreneurs can benefit from bonus depreciation and small business incentives
[13:10] Why quarterly meetings with your CPA are essential for cash flow planning and growth
[18:50] How AI is reshaping advertising and why creating consistent content is the future of search
[23:00] The balance between leveraging AI and maintaining personal, human connections in business
[25:30] Inside Carl’s upcoming strategic workshop and how it equips business owners with a 2026 growth plan

In this episode:

What happens when vision, tax strategy, and execution collide? Carl Cox believes it creates unstoppable momentum.

In this episode, host Adi Klevit sits down with Carl to discuss how entrepreneurs can position themselves for growth in today’s shifting landscape. From navigating new tax laws to adopting AI tools, Carl emphasizes the importance of staying in motion, documenting processes, and measuring results. He breaks down how businesses can benefit from structural tax incentives, content-driven marketing, and efficient systems.

Adi and Carl also highlight the power of human connection, especially in an era dominated by AI. Carl shares details about his upcoming 40 Strategy Growth Workshop, where entrepreneurs will leave with a complete 2026 strategic plan and the top three priorities to execute immediately. The conversation ties everything back to systems: planning, accountability, and the discipline of taking action.

Resources mentioned in this episode:

Quotable Moments:

“Those who fail in business usually fail because they stopped moving.”
“Strategy without measurement is just wishful thinking.”
“If you’re not already using AI, you’re falling behind.”
“Content is the future of search — consistency builds credibility.”
“We gain clients from trust. And trust comes from real human connection.”

Action Steps:

Meet with your CPA quarterly to prevent financial surprises and optimize cash flow.
Explore new tax incentives such as bonus depreciation and qualified small business stock.
Implement a content strategy to strengthen visibility as AI-driven search grows.
Balance technology adoption with personal, face-to-face relationship-building.
Commit to a clear strategic plan with defined priorities and quarterly execution cycles.

Sponsor for this episode:

This episode is brought to you by Business Success Consulting Group.

At Business Success Consulting Group, we create custom processes and tailor-made management systems so businesses can thrive.

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We provide business owners, entrepreneurs, and key executives with six phases to success, along with the long-lasting systems necessary to support business expansion.

So, what are you waiting for? Do yourself a favor and cut the chaos out of your business.

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