CEO Global Network Podcast

Vinay Khosla, Chief Growth Officer - Leadership Lessons, Tax Strategy, and Staying Sharp as a CEO

John Wilson Season 1 Episode 38

Join John Wilson on the CEO Global Network Podcast as he sits down with Vinay Khosla, Chief Growth Officer and former CEO of Bateman McKay LLP, to discuss leadership, growth, and the art of staying sharp in business. Vinay shares his experience working with thousands of CEOs, key leadership lessons, common tax mistakes growing companies make, and how he maintains focus in today’s fast-paced business world.

In this episode, you’ll learn:

  • The most critical leadership lesson for entrepreneurs
  • How to build trust with clients navigating complex financial decisions
  • Common tax mistakes businesses should avoid
  • Shifts in tax strategy for small and medium businesses post-COVID
  • Personal routines to stay sharp and future-focused

Whether you’re scaling your business, building your advisory team, or looking to improve as a leader, Vinay’s insights provide practical strategies for success.

Listen now to gain real-world advice from a seasoned CEO and strategic advisor.

John Wilson (00:00): Vinay, I can't thank you enough for being on the CEO Global Network Podcast. I know you're an extremely busy guy…

Vinay Khosla (00:12): It's been quite some time, John…

John Wilson (02:28): What is one leadership lesson that you've learned over the years from working closely with entrepreneurs?

Vinay Khosla (02:39): John, I've had the real privilege of working with thousands of CEOs… One of the biggest mistakes I've seen is their failure to delegate…

John Wilson (03:33): How do you approach building trust with clients navigating high stakes tax or estate decisions?

Vinay Khosla (03:47): The critical thing is listening… asking broad-based questions and understanding the client very well…

John Wilson (05:07): What's a common tax mistake that growing companies make that you wish more founders knew to avoid?

Vinay Khosla (05:23): One significant mistake is taking too long to understand where in the business lifecycle their business may be…

John Wilson (06:16): What's changed most about your role since you shifted from the CEO role into the Chief Growth Officer seat?

Vinay Khosla (06:29): Way fewer direct reports, which frees me up to focus on top line growth…

John Wilson (07:09): What shifts are you seeing in how small and medium businesses approach tax strategy today?

Vinay Khosla (07:28): Post-COVID deficits have created an impetus to collect more for the Treasury… adopting a more conservative and measured approach…

John Wilson (08:08): How do you stay sharp and future-focused while doing everything that you're doing all day long?

Vinay Khosla (08:31): You’ve got to take care of yourself, mind and body… meditation, professional support, HIIT training, and focus outside the office…

John Wilson (10:07): It’s a real realignment… thank you so much, Vinnie.

Vinay Khosla (10:44): Thank you, John… it’s my privilege to speak to you and the CEO Global Group.