Recorded on 02/15/2023

Broke to Billion-Dollar Business: 5 Fundamentals to Scale a Business with Bobby Castro

Play Video
Would you like to share with close friends or colleagues?

Recorded on February 15, 2023.

Scaling your business is a necessary step for any growing startup. And yet, many entrepreneurs make the mistake of scaling their company without a roadmap in place and end up becoming victims of their own success.

Self-made business mogul Bobby Castro wants to help entrepreneurs avoid that misstep by sharing the fundamentals of scaling a business inspired by his own entrepreneurial journey.

Bobby Castro’s story is the epitome of the American dream. A former busboy with a ninth-grade education, Castro founded Bankers Healthcare Group in 2001 with an investment of just $25,000. Today, the company has a $1 billion valuation and Castro has reached a personal net worth of $300 million.

Castro leads us through the key steps, tools, and information necessary to scale a business in this informative session focused on the growth stage in the entrepreneurial journey. He discusses the potential pitfalls and pressures that come with building a company and how to navigate them. Finally, he explains the five fundamentals of effectively scaling a startup, including his “Non-Refundable Minutes” and “Stack and Rack” principles, and why and how your leadership can make – or derail – the success of your company.

About Bobby Castro

As a self-made business mogul, Bobby Castro exemplifies the transformation from entrepreneur to leader. Bobby, with only a ninth-grade education, founded Bankers Healthcare Group in 2001 with an investment of just $25,000. Today, he has reached a personal net worth of over $400 million. Bobby knows that above all, the key to scaling any business is leadership. As a key leader of his company for more than 18 years Bobby has instilled in his team a positive mental attitude (PMA), creating a workplace environment that inspired top-level performance and unheard-of revenue returns.

Under Bobby’s positive mental attitude (PMA) leadership, BHG grew exponentially, from a start up with practically zero dollars to exiting and selling for $1 Billion Dollars! Now, he is venturing into a new chapter to work with business owners, real estate investors and select entrepreneurs seeking to duplicate the success they have earned from hands-on raw experience by transforming into positive leaders. Having achieved financial freedom on his own terms, Bobby now wants to share with others how to scale their businesses so they too can achieve unprecedented results.

Bobby is a principal of Ortsac Capital Group, LLC alongside his wife, Sofia, which today holds a $600 million dollar portfolio in multifamily assets. Ortsac Capital Group owns 2365+ doors between Florida, Texas and Tennesee. This portfolio provides his family $500,000+ per month in positive cash flow, along with a host of other investments.

To name a few of Bobby’s recognitions:
• Bobby was the recipient of the prestigious Ernst & Young Entrepreneur of the Year Award in 2012
• Led BHG to be included on the Inc. 500/5000 list 13 times
• Has been recognized by:
• Fortune
• Forbes
• Entrepreneur
• Hispanic 500
• Crain’s
• He was a keynote speaker at 10X Growthcon
• Has been featured numerous times in the WallStreet Journal, Bloomberg, Smart Business Magazine and CNBC, among others.

At the heart of Bobby’s business philosophy, is a commitment to the community and social responsibility. Both Bobby and BHG proudly support charitable organizations locally in Florida, Syracuse, and nationally like Operation Smile, Jack & Jill Children’s Center, Food for the Poor, American Cancer Society, Thembelihle Primary School, and House Calls for the Homeless and more.


Bobby Castro

Bobby Castro

Chief Executive Officer, Entrepreneur

More Recent Events You May Like...

Cresset Uri Levine Invite Thumbnail

02/07/2023 - The Playbook: Scaling a Startup from Idea to Billion-Dollar Acquisition with Waze Co-Founder Uri Levine

Inside the Global Water Crisis

09/19/2022 - The Path to Innovation: Inside the Global Water Crisis with Matt Damon and Gary White

Cresset Kam Ghaffarian Invite Thumbnail

03/16/2023 - The New Age of Space Exploration with Pioneer & Entrepreneur Kam Ghaffarian

We use cookies to improve your web experience, analyze site usage, and deliver personalized content to you. Some cookies are essential to site functionality, others are optional and help us see how the site is used or allow us to better service you.  By clicking “Accept” you are accepting all cookies. To better understand how cookies are used by us or to opt-out, visit Terms of Use.