Podcasts about Exit planning

Join us for a compelling episode of the Exit Is Now podcast as Scott Snider sits down with M&A advisor and author Scott Bushkie for a candid conversation on what it really takes to sell a business. Scott shares insights from 25 years in the trenches—from his early days as the “gas station king” to building a boutique investment bank serving the underserved lower middle market. They explore how the M&A profession has evolved, what owners should expect during a sale, and the emotional weight of letting go. Scott also dives into his book Finish Strong, which helps business owners navigate value, timing, and life after the sale.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

"No one wants to leave the IRS more than they have to." By Rory Henry CFP®, BFA™For CPA TrendlinesAn estimated 10 to 12 million Boomer-owned businesses are expected to transition over the next decade. That's a massive wave of planning, liquidity events, and legacy questions. Yet experts say most owners don't engage advisors until they're well into the deal process. MORE Rory Henry and The Holistic Guide to Wealth Management BUY the Holistic Guide to Wealth Management “By the time they come to us, they've often already signed a letter of intent,” laments Randy A. Fox, CFP, AEP, founder of Two Hawks Family Office Services, on a recent panel discussion for contributors to my new book, Holistic Guide to Wealth Management. “That shuts the door on a lot of the strategies that could have helped them keep more of what they built,” Fox added. Fellow contributor and panel discussion guest Christine Nicholson, author, business consultant, and exit planning specialist, has worked with hundreds of owners. She sees the same distorted view of reality cloud their thinking -- owners mistakenly assume their kids will take over and believe their business is worth far more than it really is.

Overview: In this episode of the SMB Community Podcast, James Kernan is joined by Justin Maxwell, a partner at Big Life Financial. The discussion centers around exit planning, legacy creation, and strategic planning for IT professionals and business owners. Justin explains the concept of a fractional family office and how Big Life Financial offers comprehensive services that include accounting, investment management, insurance, estate planning, and boutique investment banking. He emphasizes the importance of starting with a clear end goal in mind, regular tax planning, and the benefits of proactive financial strategies. Justin also provides insights into innovative legacy planning methods, such as investing in your own business and creating family foundations. The episode concludes with practical advice for business owners and the availability of additional learning resources and courses from Big Life Financial.  --- Chapter Markers: 00:00 Introduction  00:28 Special Guest Introduction: Justin Maxwell from Big Life Financial 01:41 Understanding Family Offices and Their Importance 04:26 Strategic Planning for Business Owners 06:51 Tax Strategies for Business Owners 11:50 Exit Planning and Wealth Preservation 14:03 Innovative Legacy Planning Ideas 18:45 Courses and Coaching for Wealth Building 21:46 Final Thoughts and Contact Information 24:35 Closing Remarks --- About Justin Maxwell: Justin was a teacher and researcher before he started working with the BLF team in 2019. Justin discovered the entrepreneurial itch and quickly found that, like education, the financial and tax world loves to push everyone through the same square box. However, this doesn't work in education or finance. His mission is to change that approach and deliver holistic tax and financial solutions for fellow successful entrepreneurs.   Learn more about Justin at www.biglifefinancial.com Connect with Justin on LinkedIn at https://www.linkedin.com/in/justinmaxwellwealthpreserve/ --- New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI --- Sponsor Memo: Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6). If you are interested in either buying, selling, or valuation information, please reach out. There is alot of activity and you can be a part of it. For more information, reach out at kernanconsulting.com

Learn more about Jane at: www.janegentry.com and www.linkedin.com/in/janemgentry/Listen to Jane's Podcast at: https://janegentry.com/ceos-unscripted-podcast/Show Notes timestamps:

Join us for an exclusive episode of The Exit Is Now podcast as Joe Slatter, founder of Better Practice, takes the host chair in a special Flip the Script edition. Joe and Scott Snider explore the evolution of EPI's culture from a tight-knit team of friends to a scalable organization of 50+ employees. Scott opens up about his transformation as a leader, the challenges of maintaining soul while scaling excellence, and the tools that helped shape EPI's foundation. They discuss the intentional frameworks behind the company's growth, how cross-functional collaboration fuels value, and what legacy means as EPI enters its next chapter.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

MARC ADAMS is a sought-after strategy mentor and the best-selling author of Secrets to 10xing Your Business and Cashing Out Tax-Free. In his book, he shares exactly what business owners need to do to become even more wealthy be that increasing value and secure tax- free exits.Marc's story goes far beyond traditional business success. At the height of his career, Marc had achieved remarkable milestones—taking a company from $140 million to a $1 billion valuation, building a $30 million revenue stream from scratch in Southeast Asia in 18 months with no budget, and turning around a loss-making $15 million business to exit for $140 million. Many would consider these the pinnacle of success.For Marc, his greatest triumph came from an entirely different battle. He was diagnosed with stage four cancer and given just six months to live. Faced with this diagnosis, it was a heartfelt comment from his 10-year-old son, Thomas, that shifted his mindset and gave him the strength to fight. Amazingly, Marc survived—but it wasn't due to conventional treatment. In a twist of fate, doctors believe that contracting the original strain of Covid-19 actually cured his cancer, saving his life. This astonishing story of survival redefined his perspective and approach, fueling his passion for making business owners wealthy again, now with the help of $22Bn of family office support.Contact Details:Business: Acquisitions4youWebsite: www.acquisitions4you.com Email: mwrc@acquisitions4you.com Social Media:LinkedIN - http://linkedin.com/in/1marcadams Free Copy of Book: https://linktr.ee/TheMarcAdams Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can support you in getting more visibility on your products and services. 

Most entrepreneurs think raising VC money means they've "made it."But Tom Dillon learned something different during his years in investment banking and running a PE-backed company.After analyzing countless deals and experiencing the pressure firsthand, he discovered that VC money comes with a specific expectation: IPO-level returns."For a lot of VCs, they kinda look at things in terms of roulette table. They really need one of those to hit big."The problem? Most successful businesses exit through M&A, not IPOs.So if you're building a profitable company that could sell for $20-50M in a few years, VC funding might actually work against you.Tom now helps founders as a fractional CFO, matching funding strategies to realistic business goals rather than chasing the biggest check.In this episode, we explore:• Why thinking multiple rounds ahead is crucial for any capital raise • Alternative funding sources that align with M&A exits • The growing trend of buying your first business instead of starting one • How to set realistic valuation expectations • The mindset shifts that separate successful founders from those who strugglePerfect for entrepreneurs evaluating funding options and business owners planning exit strategies.• • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/tomdillon• • • FOR MORE ON TOM DILLONhttps://www.linkedin.com/in/tomdilloncfa/ https://fracfinance.com/ FOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

What comes after the big exit? For Jess Stewart, it wasn't freedom—it was confusion.In this episode, we unpack how she rebuilt both her purpose and leadership rhythm after selling her company. If you're feeling stuck in your business or unsure about what comes next, Jess's story offers a practical path forward.Here's what we cover:The emotional and operational void after exiting a businessHow to install structure without losing flexibilityWhat leadership rhythms look like in real companiesFeeling stuck in the chaos of what comes after your big milestone? Let's figure out your next chapter.

In this episode, Karen Kirton is joined by bestselling author and family enterprise advisor David Werdiger, to explore a topic rarely talked about in business circles: the emotional relationship founders have with their businesses—and why letting go is essential for sustainable growth. We unpack: Why stepping back is one of the hardest (yet most important) things a founder can do How to prepare for succession emotionally, not just strategically The power of advisory boards in creating operational independence What David learned from running multiple businesses and exiting on his terms How communication, shared values, and governance underpin successful transitions Whether you're planning your exit, scaling your leadership team, or simply feeling stuck inside your own business, this episode offers relatable insights and practical strategies for moving forward. Make sure to subscribe to stay updated with new releases on Mondays!  Visit https://www.amplifyhr.com.au/ for more insights and resources.  Connect with David: https://davidwerdiger.com/  Send us a textGet our free eBook packed with practical strategies to attract, engage, and retain top talent. Perfect for business owners and leaders focused on building a thriving team. Download it at amplifyhr.com.au/downloadable/find-grow-keep

Send us a textFrom pulling network cables to helping MSPs plan their exits—Rayanne Buchianico's journey is one of purpose, perseverance, and transformation. In this inspiring episode from IT Nation Secure 2025, Joey Pinz speaks with Rayanne and fellow trailblazer Rhea about their paths into the MSP world and how they're driving change through specialized services and support.

Jessica Polito is the founder and principal of Turkey Hill Management, an M&A advisor for wealth managers. We sat down with Jessica to discuss how the growing landscape of independent fiduciaries and RIA aggregators is fueling M&A activity in the wealth management space.

What if scaling your SaaS didn't require burning out or selling your soul to venture capital? In this episode, Greg sits down with seasoned SaaS founder, author, and startup mentor Rob Walling for a candid conversation about what it really takes to build a sustainable, sellable SaaS business. Rob kicks things off by sharing how he stumbled into SaaS before it was cool, and how that journey led him to co-create TinySeed, an alternative funding model that puts founders first. He breaks down how TinySeed's 12-month program works, who it's for, and how it compares to traditional VC. But this episode isn't just about funding, it's about founder freedom. We dive deep into the psychological shifts that come with selling your business, how to recognize the right time to exit, and how to protect your energy both before and after a sale. Rob also shares the biggest traps SaaS founders fall into when chasing “growth at all costs” and the core traits he sees in founders who succeed. Whether you're bootstrapping, raising capital, or planning an exit, this episode is packed with honest, actionable insights that will help you scale smarter, and sell without regret. Topics Discussed in this episode: Rob's background and how he got into SaaS (02:08) The origins of TinySeed and how it differs from Venture Capital (12:09) The opportunities that are created through selling your business (19:43) A breakdown of Tiny Seed's 12-month program (22:19) The pros and cons of a “growth at all costs” mindset (28:32) The requirements needed to join Tiny Seed (30:20) The psychological effects of exiting your business (33:56) How to tell when to sell your business (39:40) How to avoid burnout before and after your exit (46:43) The characteristics that successful founders share (52:21) Mentions:  Empire Flippers Podcasts Empire Flippers Marketplace Create an Empire Flippers account Subscribe to our weekly newsletter Startups For The Rest Of Us podcast  Exit Strategy: The Entrepreneur's Guide to Selling Your Business without Regret TinySeed Sit back, grab a coffee, and learn how to take the next step in your SaaS journey with confidence.

Join us for an exclusive episode of The Exit Is Now podcast as we flip the script with 2025 Exit Planner of the Year, Joe Seetoo. Joe steps into the host chair to interview Scott Snider in a personal, behind-the-scenes conversation that covers everything from business growth and family dynamics to mental health and financial clarity. Scott opens up about building EPI alongside his father, finding balance through elite goalkeeper training, and what's next for the profession including a powerful new platform connecting advisors and business owners.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Episode Title: Helping Franchisees Grow — and Exit — With PurposeGuest: Fiona Styant, VP of Development, MOLLY MAID CanadaHost: Dave HansenSponsored by: ClientTether — thanks for fueling franchisee success with smarter CRMWhat happens when your top-performing franchisees take their foot off the gas? If you're Fiona Styant at MOLLY MAID Canada, you create a framework to steer them back into growth — or gracefully guide them toward a profitable exit.In this conversation recorded at the Let's Grow event in Toronto, Fiona joined Dave Hansen to share her candid, thoughtful take on how franchisors can manage the lifecycle of a franchisee with clarity and care. With over two decades at MOLLY MAID, Fiona brings a rare dual perspective: she oversees both development and ongoing coaching — a role that bridges franchisee onboarding and long-term performance.Key themes from the episode:

As Benjamin Franklin famously said, “In this world, nothing is certain except death and taxes.” But for online business owners, taxes aren't always so certain, especially when it comes to sales tax. In this episode, we're joined by Jessica Rhoads. Jessica is an internationally experienced CPA and self-confessed “dumpster fire accountant” who specializes in helping business owners untangle messy tax situations. We cover the key types of taxes every entrepreneur should understand, and zoom in on the one that's most commonly misunderstood, and most likely to derail a future exit: sales tax. Jessica breaks down how sales tax applies to non-tangible goods like SaaS products and apps, what triggers a sales tax nexus, and why ignoring it can lead to massive headaches during due diligence. She also shares insight on the best and worst states to set up your business from a tax standpoint, when to file a Voluntary Disclosure Agreement (VDA), and how to stay compliant if you're selling across borders. If you're building a business with the goal of selling one day, this episode is a must-listen. It could save you from tax troubles that scare off buyers, or cost you more than you bargained for. Topics Discussed in this episode: The different types of taxes businesses should be aware of (03:45) Why sales tax is so important when selling your business (06:49) How sales tax is applied to software and apps (11:43) An overview of sales tax nexus (17:30) The different tax softwares that can help you figure out your taxes (19:50) The best and worst states to set up your business in (23:07) How to stay compliant if you have sales tax nexus (28:16) How tax works if you're selling in foreign countries (30:37) When to file a VDA (33:56) A major misconception founders have about sales tax that hurts them later (39:39) Mentions:  Empire Flippers Podcasts Empire Flippers Marketplace Create an Empire Flippers account Subscribe to our weekly newsletter Jessicanomics.com Sit back, grab a coffee, and learn how to get your business taxes in order - before it's too late.

Building EPIC: The Story Behind the Software that Launched Exit PlanningIn this episode of The Exit Planning Coach Podcast, host John F. Dini interviews Elizabeth Mower, former president of the Business Enterprise Institute (BEI) and the original architect of EPIC—the first exit planning software on the market. Elizabeth shares how her background in law and business led her to a pivotal role in shaping the early exit planning profession. She recounts the creation of EPIC's planning logic, her unexpected 15-year tenure at BEI, and how that experience inspired her current work at entreVector. The conversation then shifts to the evolving needs of business owners and the workforce, as Elizabeth introduces her latest innovation: Vector Connect, a DIY program designed to bridge the generational gap in employee engagement through community impact initiatives.

In this episode of The Runway Decade Podcast, Bill and Pete Bush dive into the vital subject of exit planning for business owners, particularly those in their fifties. Pete shares insights from earning his Certified Exit Planning Advisor (CEPA) designation and outlines how business owners can start planning for a successful exit—years in advance. They walk through the three-legged stool of readiness, the impact of intangible capital, the structure of a successful exit team, and the value acceleration methodology that helps business owners be always ready, not just at retirement. Whether you're just starting or thinking about selling in a few years, this episode provides a roadmap to begin preparing now. Chapters: 00:20 – Introduction to Exit PlanningBill and Pete catch up and introduce the topic: exit planning for business owners, especially during their runway decade. 00:45 – CEPA Designation and ExperiencePete explains his journey to becoming a Certified Exit Planning Advisor and how it's deepened his ability to help business owners prepare for transition. 03:03 – The Three-Legged Stool of ReadinessThey break down the three aspects of readiness: Business readiness Personal readiness (often overlooked) Financial readiness 05:29 – The Risk of Staying Too LongPete discusses how lack of personal planning can derail transitions and why some owners resist exiting due to uncertainty about the next chapter of life. 06:50 – Staying On as a Transition StrategyThey explore when it makes sense for an owner to stay on post-sale to de-risk the transition for a buyer. 07:35 – Understanding Intangible CapitalPete details the four types of intangible capital that can drive 75–80% of a business's value: Human Capital Structural Capital Customer Capital Social (Cultural) Capital 12:31 – Building Your Exit Planning TeamPete outlines the key players in an exit planning team: Attorney CPA/Tax specialist M&A advisor Value growth expert Insurance specialist Financial advisor/SEPA He emphasizes the importance of collaboration among them. 16:00 – Diversifying Outside the BusinessThey discuss why it's crucial for business owners to build wealth outside the business to reduce personal concentration risk. 18:23 – Exit Planning = Business PlanningPete explains how treating the business as an investment and preparing for transferability is just good business sense. 19:34 – When Should Exit Planning Start?Answer: Now. Pete introduces the Value Acceleration Methodology: Discover Prepare Decide And references the Nick Saban motto: “If you stay ready, you don't have to get ready.” 21:46 – How to Find a CEPA & What They OfferResources for finding a Certified Exit Planning Advisor, including: Exit Planning Institute Value gap analysis, profit gap, and wealth gap assessments Process-oriented planning and scorecards 24:55 – Final Thoughts & Contact InfoBusiness owners can contact Pete Bush at pbush@horizonfg.com for free resources, checklists, or a discussion about their exit goals. Website: HorizonFG.com Key Takeaways: Start exit planning early—not when you're ready to sell. Understand the three-legged stool: business, personal, and financial readiness. Intangible capital drives most of your company's value. A cohesive planning team is essential. Treat your business like an investment and plan for transferability. Exit planning is good business planning. Sound Bites: “The three-legged stool of readiness.” “What do you want to do with your time?” “Get in touch with a CEPA for guidance.” “Exit planning is now, not later.”   Contact Info: Pete Bush:  pbush@horizonfg.com Bill Bush: bbush@horizonfg.com www.horizonfg.com www.runwaydecdade.com  

You might have a buyer lined up — but that doesn't mean your exit is guaranteed. In this episode of Succession Stories, host Laurie Barkman sits down with Jim Carlisle , mergers and acquisitions attorney and chair of the National Growth and Exit Planning Group at Dinsmore & Shohl LLP. With decades of experience guiding business owners through transitions, Jim shares insider insights into why even well-prepared exits can fall apart — and what you can do to avoid common pitfalls - and why it's never too soon to start planning ahead. This conversation is essential for entrepreneurs who want to ensure their hard work pays off,  both financially and personally, when it's time to move on.  

In this episode of The Entrepreneur Gene, host Laurie Barkman sits down with Julie Broad, President of Book Launchers, to discuss the entrepreneurial mindset, key decisions, and challenges in business growth. Julie shares her journey from growing up in a highway-side motel in Alberta, Canada to becoming a successful entrepreneur, author, and real estate investor. She offers insights on the importance of problem-solving and risk-taking and how she self-published her first book. Julie also talks about harnessing AI in her business, transitioning her company from California to Nevada, and her passions for pickleball and poker.    Takeaways: Entrepreneurs should look for gaps in the market and opportunities where they can provide unique solutions. When making strategic decisions, consult with your team. Their excitement and input can guide you toward the best opportunity to pursue next. Have a vision for where you want your business to go in the next few years. Although long-term plans can change, having a direction helps in making aligned decisions. Offering resources like a workbook or a guide, as Julie does with the seven steps to write a book, can help others and establish you as an authority in your field. Quote of the Show: “When somebody says, ‘That doesn't sound like a good idea.' I better go find out'.” - Julie Broad Connect with Julie Broad: LinkedIn: https://www.linkedin.com/in/juliebroad/  Website: https://booklaunchers.com/  Book Link: https://juliebroad.com/books/  Connect with Laurie Barkman: laurie@btsherpa.com  ✨

What's your plan for walking away from dentistry, and will it actually work? Angela Golden shares what most dentists get wrong about exit planning and why waiting could cost you your legacy.

Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider welcomes Renee Russo, Ken Sanginario, and representatives from ELLA to the show. Renee, recently named Thought Leader of the Year, shares how she's leveraged the LinkedIn platform to elevate her voice and drive impact. Ken reflects on two decades of exit planning—what's changed, what's stayed the same, and where the profession is headed. And the team from ELLA, the sponsor of the Summit Podcast series, talks about their role in supporting advisors and their unforgettable sunset cruise experience.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a financial mediator and valuation expert in St. Louis, Missouri.We're speaking today with Mark Howley about small business success and exit strategies, and his passion is in talking about business, growing business, and public speaking. He also has a podcast that we'll talk about later, but today he's going to share his story about building a business with the exit in mind.And quite frankly, you guys hear me talking about this a lot—not only how do you grow a business, start a business, and market a business, but if you're not thinking about the end in mind, then I think we get distracted by the pretty logos and all of the fun social media. But quite frankly, there's really a process of starting a business—and then, how are you going to exit or monetize it at the end?Key Takeaways:1. Build a Business You Understand DeeplyMark emphasized the dangers of chasing business ideas you don't know. He initially considered buying companies in industries he didn't understand (like potato chips or trail mix) and quickly realized that deep domain expertise is crucial for long-term success. He succeeded by staying in the packaging industry where he already had knowledge, relationships, and leverage.2. Bootstrap with Discipline and Realistic ExpectationsMark cut his salary by 40%, managed household expenses down to the diaper, and lived lean for four years while growing his company. His message: entrepreneurship is not glamorous at first. You need financial discipline, a clear budget, and the willingness to sacrifice comfort in exchange for long-term freedom.3. Structure Your Business to Run Without YouOne of the key factors that made Mark's company valuable at exit was his team—not just his own leadership. Buyers aren't looking to buy you; they want to buy a system with a team that can keep the business profitable after you're gone. Mark built a team with defined roles and documented processes that could operate without his daily involvement.4. Expect the Sale Process to Be Grueling and Prepare for ItSelling a business is not a handshake deal. Mark shared how potential buyers will climb up your books, dig into every corner of your operation, and often reduce the final price in a "retrading" maneuver. He recommends having annual reviews, financial audits, and a strong attorney to survive due diligence and avoid getting steamrolled.5. Know Your Value—Then Be Ready to WalkWhen approached to sell, Mark didn't bite at the first offer and wasn't desperate to exit. This gave him negotiating power. He also warned entrepreneurs not to underestimate the emotional cost of letting go—or the financial risk if the buyer isn't properly funded. His advice: Know your EBITDA, understand deal terms like holdbacks and earn-outs, and don't sell unless the offer respects your value.Connect with Mark - LinkedInMark's Podcast and WebsiteMelissa GraggCVA, MAFFExpert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  https://www.thedivorceallies.com/Cell: (314) 541-8163Support the show

Thinking about selling your business? In this episode of Protect Your Assets, David Hollander discusses key considerations for business owners preparing for a potential sale. From cleaning up your books to understanding valuation methods like EBITDA and discounted cash flow, you’ll learn how to navigate the transition thoughtfully. David also explores tax implications, legal planning, and how to approach the emotional side of letting go of a company you've spent years building. Whether you’ve received a call from a private equity firm or you’re just beginning to consider your next chapter, this episode offers practical insights from over 30 years of working with business owners at every stage of the exit process. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.

Thinking about selling your business? In this episode of Protect Your Assets, David Hollander discusses key considerations for business owners preparing for a potential sale. From cleaning up your books to understanding valuation methods like EBITDA and discounted cash flow, you’ll learn how to navigate the transition thoughtfully. David also explores tax implications, legal planning, and how to approach the emotional side of letting go of a company you've spent years building. Whether you’ve received a call from a private equity firm or you’re just beginning to consider your next chapter, this episode offers practical insights from over 30 years of working with business owners at every stage of the exit process. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.

In times of uncertainty, knowing what your business is worth—and how to protect or grow that value—can feel elusive. You are never sure what business you are really in. What should you do? How can you retain the value you have created and prepare for the next growth phase, or even the exit strategy? On this recent episode of On the Brink with Andi Simon, I had the pleasure of speaking with Dave Bookbinder. Dave is a business valuation expert whose groundbreaking work focuses on an often-overlooked truth: your people are your most valuable asset. Dave, the author of The New ROI: Return on Individuals, joined me to unpack how business owners can better understand, manage, and maximize the value of their companies—especially in a rapidly changing business environment. His key message? Valuation isn't just a number. It's a reflection of leadership, culture, and strategic clarity. Let me repeat that:  Your business's value is a reflection of leadership, culture, and strategic clarity. What can Dave teach you about how to build and protect that value? The Human Side of Valuation Dave's experience spans thousands of valuation engagements across industries. And while balance sheets highlight assets like patents and trademarks, human capital rarely makes the cut. “Every CEO says their people are their most valuable asset,” Dave points out, “but where do they show up on the balance sheet? They don't.” That gap sparked his first book, The New ROI, which explores the critical link between culture, engagement, and enterprise value. His second, The New ROI: Going Behind the Numbers, draws from his award-winning podcast, Behind the Numbers, which focuses on how leadership and culture truly impact business performance. You will totally enjoy watching our video of the podcast here. Common Valuation Mistakes Dave shared some of the biggest pitfalls business owners face when it comes to valuing their company: Relying on rules of thumb: “Back-of-the-napkin” valuations based on hearsay can be wildly misleading. Dave recounted a client who declined a generous acquisition offer assuming better ones would follow. Years later, the business couldn't command even half that valuation. Tax-driven financials: Many entrepreneurs minimize income to reduce taxes, only to struggle during a sale. Buyers don't take your word for “adjusted EBITDA”—they want clean, auditable numbers. Unrealistic projections: Over-optimistic forecasts, especially those shaped like a hockey stick, often destroy credibility with buyers. “They're buying the future,” Dave says. “And if your projections seem disconnected from market realities, they'll discount for risk.” De-Risking Your Business to Maximize Value Buyers and investors are risk-averse. That's why Dave emphasizes the need to "de-risk" your business: Clean financial statements: Avoid running personal expenses through the business. Have your books reviewed or audited by a CPA. Strong management team: If the business can't run without you, it's not scalable—or sellable. Documented processes: Institutional knowledge should live in systems, not just in people's heads. “If your business can't survive you getting hit by a bus,” Dave quips, “you don't have a sellable business.” Exit Planning is a Process, Not an Event Whether you're transferring ownership to a family member or preparing for an acquisition, Dave urges owners to think ahead. “Selling a business is like selling a house,” he explains. “You need to get an appraisal, clean it up, and understand what similar businesses are selling for.” He also warned that poorly integrated acquisitions often fail—not due to valuation issues, but because of clashing cultures. “Seventy-five to ninety percent of deals miss their synergy targets because they ignore people and culture,” he says. Why Culture is Core to Company Value As a corporate anthropologist, I know firsthand how culture shapes performance. Dave agrees. “It's not that successful companies have a good culture—it's that good culture drives success,” he said. When leaders overlook how work gets done—or try to impose a new cultural model without understanding the old one—they risk alienating key people and destroying value. Culture is the operating system of the business. Your People Are Your Value Dave's work offers a refreshing, human-centric view of business valuation. Whether you're growing, planning an exit, or considering acquisitions, the lesson is clear: your people, your culture, and your credibility are the real ROI. If you're curious to learn more, check out Dave's books on Amazon: The New ROI: Return on Individuals The New ROI: Going Behind the Numbers The Valuation Toolbox for Business Owners and Their Advisors And tune into his award-winning podcast, Behind the Numbers. Final Thought In today's volatile market, it's not just about numbers—it's about narratives. The story you tell buyers, investors, or the next generation about your company must be grounded in reality, powered by culture, and led by people who are truly your greatest asset. To reach David Bookbinder and read his books: Dave's Profile: linkedin.com/in/davebookbinder Websites: linktr.ee/BehindTheNumbers (Portfolio) NEWROI.com (Personal) amazon.com/Dave-Bookbinder/e/B075SDJ12F (Portfolio) Email: davebookbinder@gmail.com Listen to these other podcasts or read the blogs about them: 435: Navigating the Management Maze: Tips for New Leaders  433: Organizations Must Embrace Human-Centric Design 430: How Does Dr. Chris Fuzie Create Great Leaders? Connect with me: Website: www.simonassociates.net Email: info@simonassociates.net Books:  Learn more about these books here: Rethink: Smashing the Myths of Women in Business Women Mean Business On the Brink: A Fresh Lens to Take Your Business to New Heights Listen + Subscribe: Available wherever you get your podcasts—Apple, Spotify, Stitcher, YouTube, and more. If you enjoyed this episode, leave a review and share with someone navigating their own leadership journey. Reach out and contact us if you want to see how a little anthropology can help your business grow.  Let's Talk! From Observation to Innovation, Andi Simon, PhD CEO | Corporate Anthropologist | Author Simonassociates.net Info@simonassociates.net @simonandi LinkedIn    

Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider is joined by Carrie Kerpen and Chris Snider to celebrate a major milestone and the power of representation. Carrie discusses the impact of the Women in Exit Planning Symposium, the Summit author showcase, and the growing presence of women in the industry. Chris reflects on ten years of the Exit Planning Summit—how far it's come, what's changed, and why this anniversary marks a turning point for the community.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

In this episode of Things Entrepreneurs Should Know, learn why every business owner needs an exit plan—long before they're ready to leave. Learn about the most common exit strategies, key steps to maximize your business's value, and the pitfalls to avoid. Whether you're years away from stepping back or just starting to think about your future, this episode gives you practical, actionable advice to ensure you exit your business on your own terms.As discussed in this episode:Episode 40: Four Levels of Effective Delegation to Create a Self-Sustaining BusinessHey, Click Here to Send Us a Text MessageWant to discuss anything in this week's episode? Just send an e-mail to grow@schweiger.cpa. You can also follow us on Instagram and join our community on Facebook for bonus tips to grow your business,.And be sure to check out our website at www.TESKPod.com for bonus content and other tips to help you grow your business while enjoying the lifestyle you're entitled to.Disclaimer: This podcast and related materials are designed only to provide general information regarding the subject matter discussed during the podcast episodes. The statutes, authorities, and other laws cited in this podcast are subject to change. This podcast and related materials are not intended to provide tax, accounting, legal, or other professional advice to any specific person or entity. Any advice or opinion regarding the application of the subject matter for a specific person or entity should be provided by a competent professional advisor based on an application of the appropriate law and authorities to the facts and circumstances applicable to that person or entity.

Navigating Family Business Succession and Sale: Insights from Rick Calabrese and Joe Bergin, Commonwealth M&A, and Lyle Newkirk, SeatonHill Partners (Family Business Radio, Episode 64) In this episode of Family Business Radio, host Anthony Chen welcomes three experienced advisors to discuss the intricacies of planning for family business succession and sale. Rick Calabrese and Joe […] The post Navigating Family Business Succession and Sale: Insights from Rick Calabrese and Joe Bergin, Commonwealth M&A, and Lyle Newkirk, SeatonHill Partners appeared first on Business RadioX ®.

In this episode of the Real Estate Pros podcast, host Dylan Silver interviews Dr. Jami Bryant, a former healthcare professional turned commercial real estate expert and business broker. They discuss Jami's transition from healthcare to real estate, the importance of networking, and the unique challenges and opportunities in the commercial real estate market, particularly in the healthcare sector. Jami shares insights on the role of a business broker, the future of healthcare real estate, and the impact of the pandemic on hospitals and healthcare facilities.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

We'd love to hear from you. What are your thoughts and questions?In this episode of Streams to Impact, Dr. Allen Lomax interviews Kelvin Bell, a distinguished toastmaster, investor, and business strategist. They discuss Kelvin's journey into entrepreneurship, key strategies for enhancing business valuation, innovative sales approaches, and effective profit margin strategies. Kelvin shares insights on navigating mergers and acquisitions, the consulting business model, and the importance of exit planning for small business owners. The conversation emphasizes the need for strategic planning and the potential for significant growth through thoughtful business practices.Main Points: Business owners often overlook exit strategies until it's too late.Retaining existing customers is more cost-effective than acquiring new ones.A well-structured management team is crucial for business valuation.Profit margins can be increased by adjusting pricing strategies.Mergers and acquisitions can double business size but require careful planning.Consulting for equity aligns the consultant's success with the business's growth.Standard operating procedures can alleviate the burden on business owners.Exit readiness is essential for maximizing business valuation.Transformational consulting can provide significant ROI for businesses.Quiet reflection can be a powerful tool for introverted entrepreneurs.Main Points: TopValue15.com GrowYourBusinessNow.infohttps://www.instagram.com/drkelvinbell/https://www.linkedin.com/in/kelvin-bell-investor/https://www.facebook.com/kelvin.bell.31945

Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider sits down with Joe Seetoo, Rick Krebs, and Rich Jackim for a special look at what success means from multiple perspectives. Joe shares what it's like to be recognized as an industry leader and talks about his new magazine tailored for business owners. Rick dives into his chapter-focused work and how he's creating unique experiences for people. And Rich—one of the original founders of EPI—reflects on the early days of the movement and what's shaped its evolution.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Evan Shufflebarger Evan is a native of Topeka, KS and a University of Kansas alumni with a diverse background in consulting, investing, and M&A. After starting his career in internal consulting at a Fortune 150 financial services firm, he transitioned to buyside credit investing, where he advanced from data analytics for structured products to managing private equity investments and commercial real estate lending. Evan's next role, his first in M&A, was with a large family-owned logistics company, focusing on acquisitions, joint ventures, and capital projects. Since joining HeartLand in 2020, he has led or supported over 20 acquisitions, driving sourcing, diligence, and integration while shaping the company's Business Intelligence strategy. Evan is a former Kansas City 20 Under 30 honoree and ACG Corporate Development Professional to Watch. Tanner Spross Tanner started in the landscaping industry at a young age, growing up in his father's business and working in the summers and weekends on installation crews. In 2012, the family business merged with Santa Rita Landscaping, and upon graduating from the University of Arizona, Tanner became the full time estimator for its Commercial and Public Works Division. Over time Tanner served as the companies Director of Sales and Operations, before ultimately becoming the President and CEO in 2018. In his time as the President and CEO of Santa Rita Landscaping, Tanner was able grow the business over 300%, greenfield operations into the Phoenix Market, lead M&A activity for the business, and lead the sale side of the business twice, most recently in 2023 when the business partnered with HeartLand. Since joining the HeartLand team, Tanner has since become Operating Partner for the Southwest Region, providing leadership for the HeartLand companies throughout the Southwest United States.

In this episode of The Retirement Fiduciary Podcast, host Adam Koós interviews Sharad Mehta, the Founder and CEO of REsimpli, a revolutionary real estate software platform. Sharad shares his remarkable journey from working as an accountant to becoming a successful real estate investor and entrepreneur. After flipping over 800 properties and managing a portfolio of 60 free-and-clear rental units, Sharad realized the need for a more efficient way to run his business. This insight led him to develop REsimpli, an all-in-one software solution designed to streamline real estate investing by integrating marketing, lead management, accounting, and more. Sharad and Adam discuss the challenges of scaling a real estate business, the importance of building strong relationships, and why maintaining consistency is the secret to long-term success. Sharad also explains his philosophy of paying off properties instead of leveraging them, his preference for simple, repeatable systems, and how consistency in marketing efforts has been key to his success. Whether you're an aspiring investor or a seasoned pro, this episode provides valuable insights into scaling, systematizing, and maintaining profitability in real estate. Plus, Sharad explains why REsimpli has become an indispensable tool for real estate professionals nationwide.   Episode Highlights:   00:00 Welcome to The Retirement Fiduciary Podcast 00:28 Introducing Sharad Mehta: From Frustration to Innovation 01:30 The Journey to Real Estate Investing 03:21 Building a Real Estate Empire 03:30 Creating REsimpli: Solving Business Inefficiencies 06:01 Flipping Houses and Managing Rentals 14:03 Scaling the Business with Systems and Processes 18:24 Analyzing Property Investments 18:34 The Role of Agents and Contractors 20:32 Building Trust and Relationships 21:26 Challenges in Property Management 22:11 Introducing REsimpli: A Turnkey Solution 24:27 Consistency: The Key to Success 29:16 Navigating High Interest Rates 31:23 The Numbers Game in Real Estate 33:36 Conclusion and Contact Information Connect with Sharad Mehta and REsimpli: Website: REsimpli WebsiteFacebook: REsimpli FacebookLinkedIn: Sharad Mehta on LinkedInInstagram: REsimpli InstagramTwitter: REsimpli TwitterYouTube: REsimpli YouTube Channel More Resources from Libertas and Adam Koós Click below to check out The Retirement Fiduciary Podcast (both video and audio available!): https://www.libertaswealth.com/podcasts/   …and CLICK BELOW to subscribe to The Retirement Fiduciary Podcast on Apple!:  https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148   Click below for Stock Market Updates SCREENCASTS: https://www.libertaswealth.com/educational-videos/   Check out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/in-the-media/   Click below to READ more Educational ARTICLES: https://www.libertaswealth.com/educational-articles/   For more information on how to sell your company, and other Business Transition and Exit Planning education, head over to: https://www.elevateandexit.com   For more Real-Time Updates on the Economy and State of the Markets, Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoos   Or follow Adam and Libertas Wealth on Social Media: Facebook: https://facebook.com/libertaswealth Instagram: https://www.instagram.com/libertas.wealth Threads: https://www.threads.com/@libertas.wealth LinkedIn: https://www.linkedin.com/company/libertas-wealth Twitter: https://x.com/LibertasWMTiktok: https://www.tiktok.com/@libertaswealthmanagement   Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com www.libertaswealth.com (614) 543-1350 ---   Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He's been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America's top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.     *******   The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning.  While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio.  If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA's, as well as cash balance and other various retirement plans).   

In this episode, Rory speaks with Christine Nicholson, award-winning succession strategist, and Randy Fox, founder of Two Hawks Family Office and editor-in-chief of the Planned Giving Design Center, about their contributions to The Holistic Guide to Wealth Management and how to help business owners exit with clarity, purpose, and peace of mind. Christine explains why only 3 in 10 family businesses survive to the next generation and how role-identity fusion—the trap of tying self-worth to business worth—can stand in the way of successful succession. Randy shares how tools like personal goodwill, charitable trusts, and purpose-driven giving can help families maximize outcomes while minimizing taxes. Together, they explore how to help clients let go, reconnect with their passions, and structure legacies that reflect both financial and emotional goals. Are you curious how to guide clients from burnout to freedom? Want to learn how to build purpose and family continuity into the exit process? Find out the answers to these questions and more in this powerful conversation with Christine Nicholson and Randy Fox.

In this episode of "The Exit is Now" podcast, host Scott Snider sits down with Kris Snyder to go back to the early days of Vox Mobile. While many know him today through Ninety, they discuss how carving out Vox from another company led to lasting growth, what it was like to build through a recession, and key lessons from his first venture-backed business.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

DIY exit planning is a path many independent collision shop owners take—especially when they're looking to sell to key employees or keep the transition “in-house.” But without the right structure and support, these plans often stall out or fall apart entirely, leaving owners frustrated and without the outcome they hoped for.In this episode, Matt DiFrancesco shares a real-life story of a shop owner who initially engaged with his process to sell the business to key employees—but ultimately decided to go it alone. Matt explains why these do-it-yourself exit plans rarely succeed and what shop owners overlook when they try to navigate the process without professional guidance.Join Matt as he unpacks why DIY strategies so often lead to disappointment, what a successful transition really takes, and how the right team can help you exit your business on your terms—with confidence and clarity.Matt also talks about:(01:22) The dangers of DIY Exit Planning(02:06) How a lack of expertise can lead to failure(02:40) How emotional involvement can lead to unrealistic expectations(04:34) Why a shop's revenue means nothing to your valuation(05:47) The importance of understanding your market(07.04) How shops are leaving money on the table without expert negotiation(07:56) Why having sufficient succession planning is critical(08:38) Why you can't set unrealistic time frames when it comes to exit planning(10:01) Why it's crucial to have a clear picture of the life you want post-exit(12:17) How working with a team that can guide your transition lead to successConnect With Matt DiFrancesco:matt@highliftfin.com(814)201-5855LinkedIn: Matt DiFrancescoLinkedIn: High Lift FinancialFacebook: High Lift Financial Instagram: @high_lift_financialYouTube: @highliftfinancialDisclaimer:All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategies discussed here.High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC.  Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

Designing a Business You Can Step Away FromDustin Cordier, CEPA, founder of StepZero Coaching, shares his journey from Air Force pilot to aviation entrepreneur to exit planning advisor. He explains the meaning behind "StepZero"—the importance of clarity and intention before taking action—and how these ideas shaped his approach to business growth and exit planning. Dustin discusses why he chose to focus on the aviation industry, the power of niching, and how strong systems allowed his former business to thrive even after he and his partners exited. He also offers advice for business owners and advisors on building companies that create real freedom and options, and how authentic community involvement leads to stronger business development. His insights offer a practical roadmap for anyone looking to create lasting value in both business and life.

In this episode of Poised for Exit, we're joined by Michael Hubsmith of True North M&A and Mark Cheeley of Synergy Wealth Management, two seasoned professionals whose 15-year collaboration has helped countless business owners plan smarter, sell stronger, and retire confidently.Michael and Mark share real-world insights on how aligning M&A expertise with long-term financial planning creates better outcomes for business owners preparing to exit. They emphasize the importance of early planning, building a trusted advisory team, and addressing value gaps well before going to market.Our conversation also explores the current M&A landscape, highlighting what today's buyers are looking for and how owners can position themselves for premium deals - even in uncertain economic conditions.This is a thoughtful and practical conversation that highlights the real impact of trusted professional relationships, and what's possible when planning and execution come together at the right time!Connect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor

In this episode of "The Exit Is Now" podcast, host Scott Snider sits down with Exit Planner of the Year, Amy Wirtz, to discuss the upcoming Exit Planning Summit at the Sunseeker Resort in Charlotte Harbor, Florida. Their discussion focuses on the latest industry trends and statistics that are shaping the world of exit planning. As the Summit approaches, it serves as a gathering point for professionals to exchange insights and dive into emerging topics that are critical for business owners and advisors alike. Join us for a preview of what's to come and an in-depth look at the trends you'll see discussed at the Exit Planning Summit.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Send us a textFeeling overwhelmed by growth? In this kickoff episode of Strategy, Scale, Exit, Steve challenges the biggest myth in business: that more revenue means more success.Through real stories and hard-won lessons, he breaks down why most companies stall when scaling—and the three foundations that separate busy businesses from valuable ones: systems, financial discipline, and focused strategy.If you're serious about building a company that runs without you (or one worth selling), this episode is your blueprint.Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.Want to see if you're a fit for our KPI Kickoff? Check it out here: https://www.coltivar.com/boost Support the show

In this episode of the Finish Big Podcast, Host Mark Dorman interviews Renee Russo, a dynamic CEO, coach, exit planner, and speaker from Melbourne, Australia, now based in Vancouver, Canada. Rene shares her journey from corporate accounting at KPMG to becoming a sought-after business coach and exit planner. She dives into how her personal challenges and professional pivots led her to develop an innovative approach to business freedom and growth. Renee's story highlights resilience, transformation, and the power of leveraging proven processes to turn chaos into clarity. She is passionate about helping business owners align their personal, financial, and business goals to build sustainable success and unlock wealth while maintaining personal freedom. Mark and Renee discuss: Chaos to Clarity: Implement systems to take control of your business. Mindset Matters: Shift to a value-focused approach for sustainable growth. Lead with Discipline: Build accountable, high-performing leadership teams. Plan for Freedom: Exit planning is about creating opportunities, not just endings. Life by Design: Align business and personal goals for lasting success. Resilience Wins: Turn setbacks into opportunities for growth. Peer Power: Leverage peer support for inspiration and professional growth. Connect with Mark Dorman: Succession Plus US LinkedIn: Mark Dorman LinkedIn: Succession Plus Facebook: Succession Plus (330)-416-9271 mdorman@succession.plus Connect with Renee Russo: Website: Rise Up Business Coaching LinkedIn: Renee Russo About the Guest:  Renee Russo is the CEO and Founder of Rise Up Business Coaching, a leader in helping business owners align their personal and professional goals to achieve freedom and long-term success. She is a certified EOS Implementer and Exit Planning Advisor who leverages her vast experience to deliver high-impact coaching, workshops, and keynotes.

In this episode, I had the pleasure of chatting with Dr. Sheila Fitzpatrick, a seasoned expert in veterinary practice management and valuation. We dove deep into the complexities of selling veterinary practices, exploring everything from the current market landscape to the nuances of selling to corporate buyers versus private individuals. Dr. Fitzpatrick shared invaluable insights on the importance of exit planning and how it can significantly impact the success of a sale. We also discussed the viability of both private and corporate sales, with Dr. Fitzpatrick highlighting that while corporate buyers often pay higher multiples, many veterinarians prefer selling to private individuals to maintain the essence of their practice. We also touched on the importance of understanding market trends and projections. Dr. Fitzpatrick emphasized the need for practice owners to attend town planning meetings to gain insights into local growth, which can be crucial when considering practice acquisitions. Additionally, she stressed the importance of early exit planning, ideally starting five years before a sale. This involves financial assessments, professional valuations, and preparing the business for a smooth transition. We also discussed the pros and cons of leasing versus owning real estate for veterinary practices, with ownership offering more control and stability. Moreover, Dr. Fitzpatrick shared strategies for enhancing practice value, such as diversifying services and leveraging technology. By investing in advanced diagnostic equipment and expanding service offerings, practices can increase their appeal to potential buyers. We also covered the impact of rising interest rates on practice sales and the challenges of recruitment and retention in the veterinary field. Dr. Fitzpatrick provided practical tips for effective marketing strategies, emphasizing the role of digital marketing and community engagement in attracting and retaining clients. Overall, this episode is packed with expert advice and actionable strategies for veterinary practice owners looking to navigate the complexities of selling their business.

In this episoide of "The Exit is Now" podcast, host Scott Snider sits down with KC McKenna, President of St. Edwards High School, to talk culture, next generation leadership, and how McKenna is a business owner in his own sense. Together, they deep dive into what makes a culture and how fostering that culture can create a workplace employees want to be in.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Ghislain Gouraige, Partner at NewEdge Wealth, helps ultra-high-net-worth families and entrepreneurs navigate business transitions. Ghislain joins host Laurie Barkman to recap the firm's 2025 Onward Conference held at Carnegie Mellon University and valuable insights to help you prepare before a sale: Success factors to prepare personally and financially How to maximize business value Understanding M&A market trends and roll-up strategies Identifying target companies Characteristics that make industries attractive to consolidators Dive in for insights to preserve wealth, achieve your transition goals, and build a lasting legacy. ____________________________________  This Show is Sponsored by The Business Transition Sherpa® 100 percent of owners will leave their business one day. But few are prepared. Are you? Learn what every entrepreneur needs to know about making your business more scalable and sellable! ✨

In this episode of Your Life Simplified, Daniel Sharkey, senior wealth advisor, and Tom Tilley, managing director, mergers & acquisitions, discuss the aspects of navigating the sale of your business and exercising as much control as possible. Tune in for valuable insights on preparing your business to go to market, navigating exit strategies as well as tax and income implications of the sale.

In this episode of The Exit is Now podcast, host Scott Snider sits down with Greg Merrill and Andrew Shantz to discuss deepening relationships with owners and cultivating the next generation of leaders within a company. Together, they explore how fostering trust, developing leadership, and aligning business priorities can create a foundation for sustainable success and growth.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

In This Episode, We Cover:Building a real, sellable asset. How to calculate business value from a buyer's perspective (and what buyers really care about)The biggest mistakes that destroy business value (and how to fix them early)The power of proactive tax, wealth, and asset protection planning—beyond siloed advice 

What does it truly mean to build wealth beyond the superficial displays often seen in today's society? How can entrepreneurs leverage their businesses to not just survive, but thrive in the competitive market? In this episode, Dr. Lauryn sits down with Antonio Vaglica Jr., a former MLB prospect turned serial entrepreneur, to explore these compelling questions. Antonio brings his unique perspective on transitioning from sports to business, emphasizing the strategic importance of personal development and understanding one's true value.Together, they dissect the principles of asset protection, business-focused tax strategy, and the art of reinvestment within one's business to maximize potential. Antonio discusses his philosophy of 'building wealth to create impact,' sharing insights on how to avoid the common pitfalls of entrepreneurship such as complacency and the allure of quick success. The conversation is rich with actionable advice for anyone looking to deepen their entrepreneurial journey while maintaining integrity and a focus on long-term sustainability.Key Takeaways:Embrace Discomfort for Growth: Antonio shares how stepping out of comfort zones and facing the unknown can significantly drive personal and business growth.Business as Primary Asset: Learn why your business should be your primary focus before other investments, and how reinvesting in it can yield the highest returns.Redefining Wealth: Antonio discusses building true wealth not just for show but for sustainable success, emphasizing the importance of creating value that lasts.Guest Bio: Former MLB prospect turned serial entrepreneur, Antonio Vaglica Jr. owns a diverse portfolio of companies tailored to enhance service-based businesses. His firm specializes in providing unbiased advice across four key areas: Asset Protection, Tax Strategy, Balance Sheet Optimization, and Exit Planning, all designed to maximize enterprise value. With a mission to bridge the wealth gap, Antonio and his team are committed to transforming an industry often clouded by unsuitable recommendations, aiming to reshape the business landscape for the better.Follow Antonio: Instagram | LinkedInResources:For those interested in building a profitable personal brand in just two hours a week, check out Dr. Lauryn's new membership group Beyond Brick & Mortar!Sign up for the Weekly Slay newsletter!Follow She Slays and Dr. Lauryn: Website | Instagram | X | LinkedIn | FacebookSign up here to receive our monthly associate job postings email.#SheSlaysTheDay #Entrepreneurship #WealthBuilding #BusinessGrowth #AssetProtection #TaxStrategy #PersonalDevelopment #EntrepreneurMindset #BusinessStrategy #MaximizePotential #FinancialPlanning #BusinessOptimization #StrategicReinvestment #ValueCreation #LongTermSuccessMentioned in this...

In this episode,  Craig Jeffery hosts Elisabeth Constantin from ABREO Executive Services and Royston Da Costa, Assistant Treasurer at Ferguson, to discuss career accelerators and pathways for treasury leaders. They explore various strategies for advancing careers, such as board service, academia, mentorship, and profile diversification. Elisabeth emphasizes the importance of exit planning and balancing personality development with skill optimization. Royston highlights both traditional and new career pathways in treasury. Listen in for a fresh perspective on professional growth and leadership.

What if the biggest myth about exit planning is also the most dangerous? In this solo episode, Jerome Myers, America's leading exit authority, breaks down the costly mistake founders make—waiting too long to plan their next move. He shares hard-hitting insights on the Founder's Exit Paradox and why delaying the conversation about “what's next” can leave you lost, unfulfilled, or even financially vulnerable. Jerome explores the excuses founders tell themselves, the four unexpected reasons entrepreneurs are forced to exit, and the ultimate question every business owner should ask: If you only had six months left before you had to exit, what would you do differently today? [00:00 - 02:44] The Exit Paradox: The Dangerous Myth That's Holding You Back Waiting too long to plan leads to regret Exit is a transition, not the end Are you exiting from or to something? [02:45 - 008:51] The Three Excuses Founders Use to Delay Their Next Move “I'm too busy.” Avoiding the future creates problems “I don't know what's next.” Clarity comes from action “I love what I do.” Staying too long can cost you [08:52 - 13:48] The Four Unexpected Reasons Founders Are Forced to Exit Burnout: Overworking leads to exhaustion Death/Disease: Without you, does your business survive? Divorce: Work-life imbalance strains relationships Market Forces: Timing impacts exit success [13:49 - 16:57] Exit Planning as a Responsibility, Not an Afterthought Businesses relying on founders are worth less Liquidity creates freedom and security Innovative founders build self-sustaining companies [16:58] The Critical Question Every Founder Must Ask What would you prioritize with six months left? The Exit Readiness Assessment reveals blind spots Take action before time forces your hand. Key Quotes: “If you had six months before your exit, what would you do differently today?” - Jerome Myers “The biggest lie founders tell themselves is, ‘I'll figure it out when the time comes.'” - Jerome Myers Ready for your next chapter? Start Your Assessment Now