Podcasts about exiting

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Capitalism.com with Ryan Daniel Moran
From $1M to $100M in 5 Years | Organifi Cofounder Djamel Bettahar

Capitalism.com with Ryan Daniel Moran

Play Episode Listen Later Jul 22, 2026 56:13


Want to launch a premium, high-margin consumable brand and work with us to bring it to market? Get on the waitlist for our next cohort: ► Capitalism.com Bootcamp: https://capitalism.com/bootcamp I sat down with Djamel, the co-founder of Organifi, who grew a superfoods brand from $1 million to $100 million in about four years. We break down exactly how it happened: a premium, high-margin product, affiliates paid 75% commissions when the rest of the industry paid 5%, customer data poured into Facebook ads, and the team and systems that turned a scrappy launch into a nine-figure business. None of this was an accident. It was manufactured, and you get the whole playbook. (0:00) The $1M to $100M question, with Organifi's co-founder (1:00) Where it started: Drew Canole and the done-for-you green juice (3:00) Going out of business: the data-driven Hail Mary launch (4:00) The decision that set them apart: making it actually taste good (6:00) Sold out in three days, and presales became a crowdsourced capital raise (7:00) Building the whole thing on Infusionsoft, before Shopify existed (8:00) The takeaway so far: build a small audience and aim for a $10K launch (9:00) The first million saves the company, then the audience taps out (11:00) ClickBank comes calling: first supplement, and the launch that blew up (14:00) Influencer marketing before it had a name, and the TikTok Shop parallel (15:00) The 75% commission unlock: pay affiliates like digital, win on the back end (17:00) How aggressive commissions took them to $5 million (18:00) Turning customer data into Facebook ads that scaled them toward $20 million (20:00) Why did everything work? The numbers made sense (22:00) Why margin matters: build a premium brand and race to the top (23:00) The hate for a $70 greens powder, and why premium customers are easier (25:00) Building the movement: community as the premium moat (29:00) From $20 million to $100 million: becoming a real operational business (30:00) Stacking traffic channels, and the podcast-ad advice that opened a new one (33:00) The systems behind the scale: EOS, OKRs, KPIs, and dashboards (34:00) Becoming a leader: from wrecking ball to human (37:00) The two hires that mattered most: his CMO and COO (41:00) Incentive plans: phantom stock valued against the future goal (44:00) Walking away from capital three times, and the "bladder rule of finance" (46:00) The chaos behind the scenes: algorithm swings, lost influencers, tight cash (48:00) Exiting without selling: replacing himself, burnout, and rediscovery (50:00) His $1M-to-$100M playbook: data, team, problem-solving (52:00) The belief you have to manufacture (55:00) Why the entrepreneur bug never leaves DISCLAIMER: The information contained on this podcast and the resources available for download/viewing through this podcast for educational and informational purposes only.

The Eventful Entrepreneur with Dodge Woodall
FOUNDER #40. Exiting £8 Million Sports Company - Ian Kerr

The Eventful Entrepreneur with Dodge Woodall

Play Episode Listen Later Jul 15, 2026 81:30


If you're a Founder and would like to come on the podcast, then you can apply on the link here

The Medusa's Cascade
Collateral Damage - The Songbloom

The Medusa's Cascade

Play Episode Listen Later Jul 11, 2026 131:06


The Blooming Court Ch. 11We pick back up with Glad, who comes face to face with the Daughter of the Vine. It is here that she is told the circumstances of her birth, or rather, how she came to be. It's not an easy tale to tell, nor is it easy to receive. The Daughter speaks of Coralin and his making of what would become her siblings, or the ones who came before her. Sharing in great detail their purpose and their intention. Finally ending with Glad's story.Glad, very torn between distraught and trying to wrap her head around what she has just heard, continues to listen and take in what the Daughter tells her. Feeling uncertain about what she's to do and watching the world crumble beneath her feet, Glad tells the Daughter that, while she's been on this journey, she's slowly discovered who she was and is now conflicted by the truth that clashes with her identity. The Daughter tells her that she is who she chooses to be and not where she came from. She has made conscious decisions to be who she is, and she has not done so out of obedience or command. Glad feels reassurance that she hasn't felt in quite some time, as well as recognition that she was doing well. The Daughter informs her that there is no trial for her to endure for her blessing, as this entire journey has been her trial. With that, they embrace in a much-needed hug. On the outside, the party, still waiting for Glad, is discussing their next steps. Some feel as though they shouldn't incur the scorn of the Fey by disregarding the Queen's ask for the Song Bloom, and on the other side, some wish to heed the warning of Shankise and be instruments in starting a war. This all happens as Glad is speaking with the Daughter and continues upon her exit. Eventually, the party leaves it to speak with the Treants, hoping to reach a peaceful third option. Exiting the lake, the group heads back the way they came, and upon entering Treant territory, they decide the bards should speak with them to reach a peaceful resolution to their predicament. The Treants receive the party and invite them to speak with the elders about what was asked of them and by whom. The party is then informed of the ramifications of what would occur if they got the Song Bloom and began to question the nuances of THE Song Bloom and A Song Bloom, hoping that by not taking THE Song Bloom, they can avert the Queen's intention of starting a war while not incurring her wrath for finding a loophole.There's so much happening, and that's where we pick up…Find out what happens next in this episode of the Medusa's Cascade: Collateral Damage! Theme Music is written and performed by EfflorescenceMixed by Thomas Lapierre IIITitle Card by Pierce Graphics Check out the show at themedusascascade.com Hosted on Acast. See acast.com/privacy for more information.

SwampSwami.com - Sports Commentary and more!
Grading the College Conference expansions – Part 1

SwampSwami.com - Sports Commentary and more!

Play Episode Listen Later Jul 11, 2026 11:58


We are in that brief summertime window where college athletics have gone on vacation. The men’s and women’s College World Series ended last month.  Football season begins again in late August. I have been reflecting on the ever-changing landscape of college athletics. Even just twenty years ago, the major college sports conferences looked a whole lot different than they do today.  Schools have been shifting to new conference locations primarily to maximize revenues. A few have switched conferences primarily to reduce expenses (I’m looking at you, Louisiana Tech!) The question remains as to whether the recent decades of musical chairs has resulted in improvements for college athletic fans and athletes?  Or have these changes primarily benefited the wallets of major universities and the media companies who quietly wink and nod after bigger TV markets have been added to the portfolios of the largest conferences. Let’s jump into the Wayback machine today and return 20 years to 2006.  We will take a look at each major college athletic conference as it was in 2006 and how it is structured today in 2026. Have these additions been for the better or worse for each conference? Today, let’s examine the top four (by money) major football conferences.  We will review the group of “mid-major” conferences in my next report. Southeastern Conference (SEC) New teams:  Missouri and Texas A&M (2011); Oklahoma and Texas (2024).  Interestingly, each of those four teams moved from the Big 12 Conference to the SEC. Analysis by Team: Missouri – has been a geographic misfit in the SEC from Day 1.  The Tigers have not competed at a high level in most sports nor do they have a lot of trophies to show for the past 15 years in the SEC.  Grade: D Texas A&M – made a lot of sense coming to the SEC in 2011.  The Aggies needed to move along from its constant obsession about being compared to intrastate foe “Texas University”.  SEC leaders were able to snag the huge Houston and Dallas-Fort Worth TV markets.  A&M has proven it “belongs” in the SEC over its 15 years in the league by earning several league titles and staying relevant annually.  Grade: B Oklahoma – The Sooners played in the College Football playoffs last year and just claimed the men’s College World Series title in June.  OU’s long history of athletic success has already been felt around the SEC.  Grade: B+ Texas – The Longhorns are annually contending for the College Football Playoffs in recent seasons.  Texas also brought the growing San Antonio and Austin TV markets into the SEC.  The Longhorns have quickly become top SEC competitors in basketball, baseball, and other sports.  Grade: B+ SEC overall grade for expansion: B Big Ten Conference (Big Ten) New teams: Nebraska (2011); Maryland and Rutgers (2014); Oregon, UCLA, USC, and Washington (2024). It took a long time for the stodgy Big Ten Conference to finally invite Penn State to become its 11th team in 1990.  Since that time, the poorly named Big Ten has grown to 18 schools today.  The league picked-up several large TV markets in New York City and Philadelphia (Rutgers), Washington DC/Baltimore (Maryland), Los Angeles (UCLA and USC), and Seattle (Washington).  Those new schools have produced relatively little in terms of sports titles for the conference, though.  Analysis by Team:  Nebraska – The Cornhuskers left the comfy confines of the Big 12 Conference in 2011 and quickly saw their national stature in sports take a beating in the Big Ten.  Despite lofty expectations, Nebraska has been a disappointment.  Grade: D Maryland – Ditto.  Just substitute “ACC” for “Big 12”.  Grade: D Rutgers – Rutgers was lousy at most major sports prior to joining the Big Ten.  They were added to the Big Ten simply to attract television viewers from the New York City and Philly TV markets.  Athletically speaking, Rutgers has been a Big Ten bust.  Grade: F Oregon – The Big Ten’s raid of the former Pac-12 snagged one of the nation’s top football teams in Oregon.  The Ducks have given the Big Ten a much needed bolt of energy.  However, I can’t give a top grade to Oregon when its athletes must travel thousands of miles just to participate in Big Ten events.  Grade: C+ UCLA – The Bruins’ women’s basketball and softball teams have been been excellent.  However, the men’s sports programs haven’t made much of a dent in the Big Ten yet.  Grade: C USC – There were lofty expectations for the Trojans’ football team.  They have under-performed.  Like UCLA, USC has not been a difference maker in the Big Ten.  Grade: C- Washington – The Huskies’ football team has regressed the past two years with a 14-11 overall mark.  Washington’s other sports teams have been nearly invisible in the 18-team Big Ten Conference.  This is yet another school spending a ton of money on jet fuel.  They are forcing student/athletes to travel across the country to play in athletic events just to grab more money from television.  Grade: D- Big Ten overall grade for expansion: D- Atlantic Coast Conference (ACC) New teams: Pitt and Syracuse (2013), Louisville (2014), SMU, Stanford, and Syracuse (2024) Exiting team: Maryland (2014) to Big Ten *Notre Dame:  The Irish joined the ACC in 2013 but remained independent in football.  The current 17-team Atlantic Coast Conference has, by far, the worst geographic fit of any major college conference in America.  Twenty years ago, the ACC’s 13 teams (Maryland has since left) were located along the Atlantic coast.  Adding SMU (Texas) and West coast entries Cal and Stanford in 2024 has been one of the most puzzling decisions in recent years.  Analysis by Team: Louisville – This school (since 2013) has been surprisingly competitive in football but surprisingly non-competitive in men’s basketball recently.  Overall, the Cardinals have been a solid addition to the ACC.  Grade: B+ Syracuse – The Orange (coming aboard in 2013) has produced just four winning seasons in football after 13 years in the ACC.  Some early ACC basketball success has faded in recent years.  Grade: C- Pittsburgh – Pitt (which arrived in 2014) had a good run in football a few years ago with Kenny Pickett running the offense.  Otherwise, their addition to the ACC has been “OK” at best.  Grade: C- Cal (Berkeley) and Stanford – these two Pacific Coast schools (added in 2024) have brought zero titles to the ACC since joining the league.  They remain a waste of jet fuel.  Grades for both schools: F SMU – The Mustangs effectively bought their slot in the ACC in 2024 with the help of their wealthy financial backers.  SMU made it into the 2025 College Football Playoffs but hasn’t been a factor in other sports.  Grade: D+ *Notre Dame – The Irish baseball team made it into the College World Series in 2022.  Notre Dame’s financially prudent but quite selfish decision not to participate in football in the ACC comes with a marked-down score. Grade: D ACC overall grade for expansion: D Big 12 Conference (Big 12): Only seven of the Big 12 Conference members remain from 2006.  Within that group, Colorado left the Big 12 for the Pac-12 in 2011 but returned in 2024. Analysis by Team: Arizona – The Wildcats came to the Big 12 in 2024 as a refugee from the dying Pac-12 Conference.  Arizona went 9-4 in football last season.  It’s too early to give the Cats a good grade.  Grade: C Arizona State – Same story as Arizona.  Grade: C BYU – The Cougars came into the Big 12 in 2023.  They have rolled-off 11-2 and 12-2 football records in 2024 and 2025.  The BYU basketball team has appeared in the NCAA tourney in all three seasons after joining the Big 12.  Despite its geographic distance from other longtime Big 12 members, Brigham Young has been a positive addition to its new conference.  Grade: B+ Cincinnati – They entered the Big 12 in 2023.  The Bearcats haven’t been a major sports factor in their three years in the conference.  Cincy has been a good geographic fit for the Big 12, but a sports dud.  Grade: D- Houston – The Cougars also came into the league in 2023 along with the valuable Houston television market.  The Coogs have been competitive in football and a regular national championship contender in men’s basketball.  U of H has been a solid addition to the Big 12.  Grade: B TCU – Texas Christian joined the Big 12 in 2012.  In addition to bringing the Dallas-Fort Worth TV market into the league, the 2022 Horned Frogs’ football team played in the national championship game (and lost).  TCU’s other athletic programs have been regular contenders in the Big 12.  Grade: A- UCF – Central Florida (added 2023) hasn’t posted a winning season in football in three years in the Big 12.  The other sports teams haven’t been very competitive, either.  This school was added primarily due to its enormous size (70,000 students) and the Orlando television market.  Despite those pluses, the school is 1,000 miles east of Houston (the nearest Big 12 city).  This addition has been puzzling since Day 1.  Grade: F Utah – The Utes football team finished 11-2 in 2025 (the school’s second year as part of the Big 12).  Utah’s sports programs are generally quite competitive and bring enthusiastic fans.  Grade: B- West Virginia – Mountaineers entered the Big 12 back in 2012.  In the past 14 years, West Virginia has posted a winning football record 50% of the time.  Like Utah, this is a school with passionate sports fans who have been a plus for the Big 12.  Grade: B- Big 12 overall grade for expansion: C+ Conclusion – SEC, Big Ten, ACC, and Big 12 conferences After the questionable addition of Missouri in 2011, the SEC’s expansion to add both Oklahoma and Texas in 2024 has made their conference a bit stronger.  OU and Texas jumped from the Big 12 to the SEC in 2024 after huge piles of money were being pushed in their direction to incentivize the move.  It still saddens me that these two long-time anchor tenants of the Big 12 Conference aren’t around any longer. Speaking of the Big 12, let’s give that conference credit for adding several new schools within relatively proximity of the league’s Midwestern stalwarts.  However, the addition of UCF (Central Florida) made absolutely no sense in 2023.  It is still puzzling today. Both the Big Ten and ACC moved to add schools located west of the Mississippi River in recent years.  The Big Ten’s addition of four former Pac-12 universities still feels odd.  Meanwhile, Cal and Stanford have brought zero value to the ACC. Instead of buying their way into the ACC, SMU should have remained patient.  The Mustangs could have bought their way into the Big 12 at some point and be competing with nearby TCU and other regional rivals instead of jetting their athletes up and down the Atlantic seaboard. All in all, expansion has generally served to water-down the four major college conferences – at least on the playing field.  The recent moves have all centered on universities pocketing more money from television and media companies. Let’s examine the American, Conference USA, Mid-American, Mountain West, and Sun Belt conferences during our next visit! The post Grading the College Conference expansions – Part 1 appeared first on SwampSwamiSports.com.

The Financial Planner Life Podcast
Aycan Richards on Building and Exiting a Financial Planning Career in the Middle East | Titan Wealth

The Financial Planner Life Podcast

Play Episode Listen Later Jul 9, 2026 41:15 Transcription Available


Aycan Richards, Chartered Financial Planner at Titan Wealth, spent 13 years building a financial planning career across Qatar and Dubai before making the decision to sell her business and hand her clients over to Titan Wealth.In this episode of Financial Planner Life, Sam Oakes sits down with Aycan to find out what that journey actually looked like. How she moved to Qatar in 2013 with a seven-year-old daughter and no existing client base. How she built trust from scratch using a referral-first approach that eventually became the foundation of a business worth selling. What it meant to be one of the few female chartered financial planners working in the international expat space. And what the emotional and practical reality of exiting a financial planning business actually looks like.Aycan also speaks openly about the misconceptions most people have about working and living in the Middle East as a woman, and why almost every concern she had before she moved turned out to be wrong. She talks about the "One Titan" philosophy and why Titan Wealth's presence across multiple countries was a key factor in her decision to sell her book to them rather than anyone else.This is an episode for women thinking about taking their financial planning career international, for advisers in the expat space wondering how to exit their business on their own terms, and for anyone who wants to understand what a long, respected international financial planning career actually looks like.The episode's key takeaways:What it was really like to move to Qatar in 2013 as a female financial planner with a young familyHow Aycan built a client base from scratch with no existing relationships in a new marketWhy almost every preconception about working and living in the Middle East as a woman turned out to be wrongWhat it means to be a female adviser in a profession where only 16% of UK advisers are womenWhy Aycan chose Titan Wealth to take over her clients and what the transition process looks likeWhat the "One Titan" philosophy means in practice for clients moving between countriesThe emotional reality of exiting a business you have spent years buildingWhy women considering international financial planning should reach out to Aycan directly on LinkedInIf you are a financial adviser thinking about going international or planning your exit, this is the episode to listen to.Learn more about Titan Wealth at www.titanwealthinternational.comFinancial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms

The PM Show with Fred Dryer on CRN
Lebron Exiting Los Angeles as NBA Trades Come Rapid Fire!

The PM Show with Fred Dryer on CRN

Play Episode Listen Later Jul 2, 2026


Lebron era in LA comes to an endDodgers still rolling as Dave Roberts hits milestoneFred not a fan of World Cup soccer?! If yo u cannot see the audio controls, listen/download the audio file here

The Julia La Roche Show
#383 Andrew Pancholi: Smart Money Is Quietly Exiting Stocks — What the Cycles Say Happens Next

The Julia La Roche Show

Play Episode Listen Later Jun 30, 2026 56:54


Andrew Pancholi, founder and CEO of the Market Timing Report, joins the show for his debut to explain his framework of mathematical cycles—repeating patterns spanning 36, 60, 90, 100, 144, and 250 years that he uses to forecast turning points across markets, commodities, and geopolitics. He argues we're broadly tracking the 1920s bull market toward a potential 2029 peak, but warns he's turned more bearish near-term after Friday's data showed smart money leaving US equities, eyeing the third week of July as a major turning point. Pancholi shares striking targets—$183 oil if Middle East conflict escalates, $6,900 gold by March 2027, and a continued bearish view on Bitcoin—while tying current events to historical cycles, including the 36-year anniversary of Saddam's invasion of Kuwait and the US 250-year empire cycle. A commercial Boeing 777 pilot, he closes by connecting aviation's risk management and situational awareness to disciplined trading, emphasizing incremental gains over any "holy grail."Thank you to our sponsors: Kalshi - download the Kalshi app and use code JULIA to get $10 when you trade $10. http://kalshi.com/r/JULIA Monetary Metals - learn more at https://www.monetary-metals.com/julia/Links:x.com/AndrewPancholilinkedin.com/in/andrewpancholiyoutube.com/@markettimingreportinstagram.com/andrew.pancholifacebook.com/markettimingcyclesanalysisTimestamps:00:00 – Intro: who is Andrew Pancholi01:21 – The big picture: mathematical cycles framework02:00 – The 100-year cycle & path to 202902:30 – 90-year geopolitical cycle & polarization05:29 – Equity markets: top or pullback?08:21 – Smart money leaving US equities10:43 – Kalshi prediction markets & 7,800 S&P target13:15 – Third week of July turning point explained14:12 – Charts: how the timing system works20:17 – "You can't time the market" — the pushback24:39 – The cycles explained: 30, 36, 45, 90, 144, 250 years27:40 – War & revolution cycles, US civil strife28:48 – The major war cycle nobody's talking about31:41 – Oil outlook: $183 target33:35 – Gold: bearish near-term, $6,900 target35:12 – Bitcoin outlook35:48 – The 250-year empire cycle & America's birthday40:03 – Zero Hour book & cycles that failed42:28 – From Boeing 777 pilot to cycles analyst43:51 – COVID pandemic forecasted by the 100-year cycle46:04 – Risk management lessons from flying51:35 – Parting thoughts & where to find his work

The Tom Dupree Show
Staying Invested During Market Volatility: When to Hold and When to Sell | Dupree Financial

The Tom Dupree Show

Play Episode Listen Later Jun 30, 2026 45:08


That is the trap. And it is compounded right now by something called recency bias — the tendency to assume that what has been happening will keep happening. Markets have gone up for a long time. New IPOs are capturing attention. There is enthusiasm in the air. And enthusiasm breeds complacency. People assume the funds that have been performing well will keep performing well, without checking whether the companies inside them still deserve their valuations.   [ { "@context": "https://schema.org", "@type": "PodcastEpisode", "name": "When to Hold, When to Sell: Staying Invested Through Market Volatility", "url": "https://www.dupreefinancial.com/when-to-hold-when-to-sell-market-volatility/", "description": "Tom Dupree and Lead Advisor Mike Johnson discuss the discipline behind staying invested during volatile markets — covering dividend income strategy, valuation-based sell decisions, and why the firm currently holds a significant cash position.", "partOfSeries": { "@type": "PodcastSeries", "name": "The Tom Dupree Show", "url": "https://www.dupreefinancial.com" }, "author": { "@type": "Person", "name": "Tom Dupree" }, "publisher": { "@type": "Organization", "name": "Dupree Financial Group", "url": "https://www.dupreefinancial.com" } }, { "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "Should I sell my investments when the stock market drops?", "acceptedAnswer": { "@type": "Answer", "text": "Selling during a market drop is one of the costliest decisions a retirement investor can make. Research from Hartford Funds shows that 76% of the stock market's best single days occurred during a bear market or in the first two months of a new bull market. Investors who exit to avoid the declines frequently miss the recoveries that follow almost immediately — often within days." } }, { "@type": "Question", "name": "How does dividend income protect a retirement portfolio during volatility?", "acceptedAnswer": { "@type": "Answer", "text": "Dividend income provides a return that doesn't depend on stock prices rising. When markets fall, dividends continue to arrive and can cover living expenses without forcing a sale at depressed prices. For retirement investors managing sequence of returns risk — the danger that early losses permanently damage a portfolio — income from dividends reduces or eliminates the need to liquidate holdings at the worst possible moment." } }, { "@type": "Question", "name": "What is the right way to decide when to sell a stock?", "acceptedAnswer": { "@type": "Answer", "text": "The sell decision should be grounded in company-specific valuation and fundamentals, not broad market fear. A position may warrant trimming when its price has risen well beyond what the underlying business justifies, when the dividend yield for new buyers has become unattractive, or when the company's core business model has changed materially. Selling because the market is falling — absent a fundamental reason specific to that company — is rarely supported by evidence." } }, { "@type": "Question", "name": "Can you successfully time the stock market to avoid losses?", "acceptedAnswer": { "@type": "Answer", "text": "Consistent broad market timing has an extremely poor track record. Fidelity's analysis shows that a hypothetical $10,000 invested in the S&P 500 from 1988 through 2024 grew to over $500,000 for a buy-and-hold investor — but missing just 5 of the best days reduced those gains by 38%, and missing the 50 best days left the investor with under $40,000. The best and worst days cluster together, so exiting to avoid the bad ones typically means missing the good ones too." } }, { "@type": "Question", "name": "What is sequence of returns risk and why does it matter in retirement?", "acceptedAnswer": { "@type": "Answer", "text": "Sequence of returns risk is the danger that poor market returns early in retirement — combined with ongoing withdrawals — permanently damage a portfolio before it can recover. Retirement researcher Wade Pfau found that roughly 77% of a portfolio's final outcome is explained by just the first ten years of returns. Fidelity's research illustrates this with two hypothetical retirees who each start with $1 million and withdraw $50,000 a year, experiencing the same returns over 30 years in reverse order — one finishes with over $3 million, the other runs out of money by year 27. A dividend-income approach helps manage this risk by providing cash flow that reduces forced selling during down markets." } } ] } ] Should You Sell When the Market Drops? The Case for Staying Invested During Volatility By Tom Dupree, Founder — Dupree Financial Group  |  Last Updated: June 2026  |  dupreefinancial.com I have been managing money for 47 years. In that time, I have watched investors survive crashes, recessions, a pandemic, and a handful of moments that felt — from inside them — like the whole thing was coming apart. The ones who came through it best almost never did it by being clever about timing. They did it by staying invested when everything in them said to get out. That sounds simple. It is not. Because when the market is dropping and the financial news is relentless and your account balance is going the wrong direction, selling feels like the rational move. It feels like you are finally doing something instead of just watching it happen to you. But here is what I have seen happen to the investors who acted on that feeling. They sold. They waited for things to settle down. And by the time they felt safe enough to get back in, the market had already recovered most of the ground they were trying to protect themselves from losing. The exit was imperfect. The re-entry was worse. And the cost of both — measured in missed growth and missed dividends — followed them for years. This post is about staying invested during market volatility — what that actually means in practice, when it is right to hold, and how dividend income changes the calculation entirely for anyone approaching or already in retirement. Key Takeaways The best market days happen during the worst ones. Research shows 76% of the market’s best single days occur during bear markets or in the first two months of a new bull run. Exiting to avoid the declines means missing the recoveries. Dividends solve a problem index funds cannot. Income from your holdings lets you cover living expenses in retirement without selling assets at depressed prices — the key to managing sequence of returns risk. Valuation is not the same as market fear. The right reason to sell a position is a change in the company’s underlying value or business fundamentals — not a falling stock price. Cash is a valuation call, not a retreat. Holding more cash than usual signals that current prices don’t offer enough compelling opportunities — it preserves capital and creates optionality. Knowing what you own is not optional. Without understanding your underlying holdings, market price movements become your only signal — and that is exactly when emotional decision-making takes over. Why Panic Selling Costs More Than the Drop Itself There is a number I come back to every time markets get rough, and it never stops being striking. Seventy-six percent of the stock market’s best single days over the past 30 years occurred either during a bear market or in the first two months of a new bull market. Think about what that means in practical terms. The days that do the most to rebuild a damaged portfolio almost never arrive when things feel safe. They arrive in the middle of the chaos — often within days of the worst declines. Fidelity’s data makes the cost of missing those days concrete. A hypothetical $10,000 invested in the S&P 500 from 1988 through 2024 grew to over $500,000 for a buy-and-hold investor. Miss just the 5 best days over that entire period and that gain shrinks by 38%. Miss the 50 best days and the $500,000 portfolio is worth under $40,000. Same time period, same starting amount — the only difference is whether you were in the market on a handful of days you could not have predicted in advance. Most investors who exit during a decline are not planning to miss 30 or 40 good days. They are planning to get back in when things settle down. But the settling down and the best days are not separate events. They are the same event. The investor who moved to cash in March 2020 — when the news was genuinely terrifying — locked in losses right before one of the fastest recoveries in market history. The recovery did not wait for the all-clear signal. “Income from the portfolio tilts the table in your favor — it puts time back on your side while you wait for price appreciation.” — Tom Dupree, Dupree Financial Group I have watched this play out with investors who were half right. They called a decline correctly. The market went down, just as they predicted. But it did not go down as far as they expected, so they never pulled the trigger to buy back in — and then the market moved up, and their window closed. Being right about direction and wrong about magnitude still cost them. A partial win that turns into a full loss. The ego piece matters too. Once someone has made a public call to get out, getting back in means admitting the exit was a mistake. I have seen investors stay on the sidelines for years rather than admit they were wrong. The market moved on. They did not. Why Retirement Investors Face a Different Problem Than Everyone Else For investors who are still accumulating — still adding to their portfolios every month — a market decline is a nuisance. It may even be an opportunity. They are buyers, and lower prices mean they get more for their money. For investors who are drawing from their portfolios to pay for their lives, a market decline at the wrong time is something far more serious. There is a specific name for it: sequence of returns risk. Retirement researcher Wade Pfau has quantified the magnitude of this effect: approximately 77% of a portfolio’s final retirement outcome can be explained by the returns of just the first ten years. The first decade is not just an early chapter in a long story. For most retirees, it is most of the story. Fidelity puts a dollar figure on it. Two hypothetical retirees each start with $1 million and withdraw $50,000 a year, experiencing the exact same set of annual returns over 30 years — just in reverse order. The retiree whose strong years come first finishes with over $3 million. The one whose losses arrive first sees the portfolio gone by year 27. Same returns. Same withdrawals. Different sequence. Completely different life. This is the problem that average returns and long-term market graphs do not show you. They assume you are a lump sum sitting patiently in the market for decades, untouched. Most retirees are not that. They are drawing money out regularly. And when you are drawing money out, the order of returns matters as much as the average of them. I have said this on the show, and I will say it again here: Wall Street will show you long-term averages because averages look good. But averages do not pay your electric bill in a down market. What pays your electric bill is income — dividends arriving in your account regardless of what prices are doing. How Dividend Income Changes the Calculus on Staying Invested When a stock pays a meaningful dividend, the decision to sell it is not just a price decision. It is also a decision to give up a stream of income — potentially forever. That changes the analysis. Take a position like AGNC, a mortgage REIT that carries an above-average dividend yield. The price moves around. But the income it generates is meaningful, consistent, and independent of what the stock is doing on any given Tuesday. Selling to avoid price volatility means giving up that income. And over time, the income you give up typically exceeds whatever you thought you were protecting yourself from. The same logic applies to long-held pipeline stocks. The dividend yield on those positions for new buyers today is far less attractive than it was when we established our stake years ago. But we have continued to hold because the income stream we are receiving — based on our original cost basis — is still excellent, and we do not believe we can replicate that income at current prices. This is the part of portfolio management that does not show up in most financial planning software. It is not just about what a stock is worth today. It is about what it pays you while you hold it. A stock that generates consistent income buys you time — time to wait through price volatility without being forced into a sale, time for the thesis on the business to play out, time for the market to re-price something it has temporarily misjudged. That is what I mean when I say income puts time back on your side. In retirement, time is the asset you have the least of. Dividends give some of it back. When Does It Actually Make Sense to Sell? Staying invested does not mean holding everything forever. The argument against panic selling is not an argument against selling. It is an argument for selling with a reason — a real, company-specific, valuation-grounded reason. We trim positions when the math stops making sense. Earlier this year, we reduced our oil company holdings. Not because oil was going to collapse. Not because the market scared us. But because when we looked at the valuations, the stocks had gotten expensive relative to what the underlying business was actually producing. The commodity prices and the stock prices had diverged to a point where the math no longer worked in our favor. That is a logical reason to take some off the table. We also sold Kroger. That one took a little more explanation to clients. Kroger looks like a grocery company. And it is. But a meaningful portion of Kroger’s profitability runs through its fuel stations. When gasoline prices rise and consumption falls, that profit driver weakens. Meanwhile, the grocery side of the business had to contend with sharply higher food prices — which does not help unit volume. The business model was under real pressure on two fronts. The stock price had not fully caught up with that reality. So we sold. Notice what both of those decisions have in common. Neither one was driven by where the S&P 500 was trading or what the Federal Reserve said last week. Both were grounded in a specific company, a specific business dynamic, and a specific valuation judgment. That process has to be built into how you manage a portfolio from the beginning — not invented in the middle of a panic. Investor Howard Marks captured it well: “You can’t predict, but you can prepare.” The preparation is knowing, in advance, what would cause you to sell a given holding. Price hitting a specific valuation threshold? A change in the company’s earnings power? A dividend cut? Define it before the market gets rough, so you are not making those decisions under pressure. “You can’t predict, but you can prepare.” — Howard Marks, investor and co-founder of Oaktree Capital Management What a Large Cash Position Really Signals Right now, Dupree Financial Group holds roughly 35% of client portfolios in cash and short-duration bonds. That is well above our historical norm. And I want to be specific about what that means and what it does not mean. It does not mean we think the market is about to crash. Nobody knows that. It does not mean we are sitting on our hands. Cash in this rate environment still generates a return. What it does mean is that when we look at current equity valuations broadly — across the sectors we know well, the companies we follow closely — we are having a harder time finding things we want to own at current prices. Valuations look stretched relative to what the underlying businesses can reasonably deliver. And when we cannot find things worth buying at the price the market is asking, holding cash is not a failure of nerve. It is a rational response to what the market is offering. Here is the result we can point to: portfolios with that 35% defensive allocation have delivered returns comparable to some fully-invested indexes. Protecting retirement capital while generating competitive returns with meaningfully less risk — that is not a bad outcome. It is actually the whole point. We are not a hedge fund required to be 100% deployed. We are managing retirement money. That means the risk profile — not the potential return — has to come first. The sell discipline flows from the risk profile. Everything else follows from that. The Real Problem With Most 401(k) Portfolios I talk to a lot of people approaching retirement who, when I ask what they own, tell me the names of their funds. Fidelity Target Date 2025. Vanguard Total Market. Some growth fund their HR department selected in 2011. They do not know the underlying holdings. They do not know their actual sector exposure. They do not know what percentage of the fund is in companies that have become very expensive over the past few years, and what percentage is in companies that are still reasonably priced. They do not know whether any of their holdings pay meaningful dividends. What they do know is the price of the fund. And when the price goes down, that is the only signal they have. No context, no analysis, no understanding of whether the drop reflects something real or just a broad market reaction that will pass. So they feel fear. And some of them act on it. That is the trap. And it is compounded right now by something called recency bias — the tendency to assume that what has been happening will keep happening. Markets have gone up for a long time. New IPOs are capturing attention. There is enthusiasm in the air. And enthusiasm breeds complacency. People assume the funds that have been performing well will keep performing well, without checking whether the companies inside them still deserve their valuations. The major indexes have also undergone significant rotation lately — the companies that led for the past several years are no longer the leaders. If you hold a broad index fund and have not looked inside it recently, the portfolio you thought you owned may be meaningfully different from the one you actually own today. Know what you own. Why you own it. And what conditions would cause you to make a change. That is not a complicated framework. But without it, you are flying on instruments you cannot read in weather you did not see coming. What to Actually Do: A Framework for Staying Invested Wisely Here is how we think about it at Dupree Financial Group — and how I would encourage any retirement investor to think about it: Understand each holding before volatility arrives. Know what every position is, what it pays, what would make you sell it, and what would make you add to it. This should be settled before the market gets rough, not improvised in the middle of it. Build income into the portfolio. Dividend-paying holdings provide cash flow that lets you meet retirement expenses without selling assets at depressed prices. This is the most direct and reliable way to manage sequence of returns risk. Sell on valuation, not on fear. If the stock price has risen well beyond what the business justifies — or if something has fundamentally changed in how the company earns money — that is a reason to trim or exit. A declining stock price, by itself, is not. In fact, a declining price in a good business is often a reason to consider adding. Treat cash as a judgment about opportunity, not a retreat from markets. Holding cash is a statement that you do not currently see enough value to deploy it. It keeps you liquid for when better opportunities appear. It is not the same as giving up on investing. If you do not understand your portfolio, get help before the next downturn. You should be able to articulate, in plain terms, what you own and why. If you cannot, find someone who can help you get there. Not a product salesperson — a fiduciary who charges a fee to give you advice that is actually in your interest. Frequently Asked Questions Should I sell my investments when the stock market drops? Selling during a market drop is one of the costliest decisions a retirement investor can make. Research from Hartford Funds shows that 76% of the stock market’s best single days occurred during a bear market or in the first two months of a new bull market. Investors who exit to avoid the declines frequently miss the recoveries that follow almost immediately — often within days. Unless there is a fundamental, company-specific reason to sell, staying invested has historically been the better outcome. How does dividend income protect a retirement portfolio during volatility? Dividend income provides a return that doesn’t depend on stock prices rising. When markets fall, dividends continue to arrive and can cover living expenses without forcing a sale at depressed prices. For retirement investors managing sequence of returns risk, income from dividends reduces or eliminates the need to liquidate holdings at exactly the wrong moment — which is when the long-term damage typically gets done. What is the right way to decide when to sell a stock? The sell decision should be grounded in company-specific valuation and fundamentals — not broad market fear. A position may warrant trimming when its price has risen well beyond what the underlying business justifies, when the dividend yield for new buyers has become unattractive, or when the company’s core business model has changed materially. Selling because the market is falling, absent a specific reason tied to that company, is rarely the right call. Can you successfully time the stock market to avoid losses? Consistent broad market timing has an extremely poor track record. Fidelity’s analysis shows that a hypothetical $10,000 invested in the S&P 500 from 1988 through 2024 grew to over $500,000 for a buy-and-hold investor — but missing just 5 of the best days reduced those gains by 38%, and missing the 50 best days left the investor with under $40,000. The best and worst days cluster together, so exiting to avoid the bad ones typically means missing the good ones too. Valuation analysis on individual holdings is a more reliable guide than macro market calls. What is sequence of returns risk and why does it matter in retirement? Sequence of returns risk is the danger that poor market returns early in retirement — combined with ongoing withdrawals — permanently damage a portfolio before it can recover. Retirement researcher Wade Pfau found that roughly 77% of a portfolio’s final outcome is explained by just the first ten years of returns. Fidelity’s research puts a dollar figure on it: two hypothetical retirees, each starting with $1 million and withdrawing $50,000 a year, experience the same returns over 30 years but in reverse order — one finishes with over $3 million, the other runs out of money by year 27. A dividend-income approach helps manage this risk by providing cash flow that reduces forced selling during down markets. The Close: What the Market Does Not Owe You I learned this one the hard way early in my career, and it cost me personally and it cost some of my clients. The market does not care that you own something. It does not reward loyalty. It does not notice that you’ve held a position through three bad quarters and deserve a good one. The market is just the market. In the long run, it prices things with reasonable efficiency. In the short run, it is highly inefficient — driven by fear, greed, momentum, and a hundred other forces that have nothing to do with the underlying value of the businesses you own. Your job — and our job — is to understand value well enough to hold when the market underprices something good, and to step back when it overprices something we used to like. To get paid while we wait, through dividends. To stay optimistic enough to keep doing this at all, because investing requires belief that businesses will create value over time and that human ingenuity will keep generating things worth owning. None of that is possible if you sell every time it gets uncomfortable. Staying invested is not a passive act. Done right, it is one of the most disciplined things an investor can do. Related Reading and podcasts: The Tom Dupree Show — Full Episode Archive Dupree Financial Group — How We Build Income Portfolios What Is a Fee-Only Fiduciary and Why Does It Matter? Schedule a Complimentary Portfolio Review If you’re not sure whether your portfolio is built to generate income through market volatility — we’ll take a look. No charge. No pressure. Just an honest conversation about what you own and whether it’s working for you. Call: 859-233-0400  |  Visit: dupreefinancial.com About the Author Tom Dupree is the founder of Dupree Financial Group and has worked in the investment industry for 47 years. Dupree Financial Group is a fee-only, fiduciary Registered Investment Advisory firm based in Lexington, Kentucky, specializing in income-generating, dividend-paying portfolios for retirees and those approaching retirement. Tom hosts The Tom Dupree Show, a weekly radio program and podcast covering retirement investing topics in plain English. Dupree Financial Group is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. The information presented is for educational purposes only and does not constitute investment advice. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Securities mentioned are for illustrative purposes only and are not a recommendation to buy or sell any security. Please consult a qualified financial professional before making any investment decisions. The post Staying Invested During Market Volatility: When to Hold and When to Sell | Dupree Financial appeared first on Dupree Financial.

The Marcia Miatke Show
Hyper-Independence Is Not The Flex You Think It Is: Why Learning to Receive Is the Most Powerful Thing a Woman Can Do | Ep 304

The Marcia Miatke Show

Play Episode Listen Later Jun 24, 2026 24:36


In this deeply personal episode, your host shares a raw and honest update from her third postpartum journey and the profound lesson it gifted her: the power of receiving. From navigating a difficult pregnancy at 41 with a FIFO husband, running businesses, and raising two older children, she opens up about the friends who showed up without being asked, the "meal train" that moved her to tears, and why hyperindependence is not the flex we think it is. Weaving in research from the Blue Zones documentary, specifically the Power Nine framework, this episode explores why your social circle may be the most underrated key to a long, thriving life, and how to finally open yourself to the love, support, and abundance you deserve. Whether you've been burned before, tend to do everything yourself, or simply struggle to let people in, this episode is your invitation to soften without losing your strength.

Dreamcatchers
After the Exit: Why Freedom Can Feel Like Confusion

Dreamcatchers

Play Episode Listen Later Jun 21, 2026 48:48


What happens after the business is sold and the calendar goes quiet? Kevin Nolan exited his business in February 2022 after 17 years of building. Like many founders, he expected freedom, relief, and excitement. Those feelings came, but after a few months, they began to fade. In their place came confusion, uncertainty, and the question so many exited founders struggle to answer: What now? In this episode of Your NEXT, Jerome Myers talks with Kevin about the part of the transition many founders skip: the Nourish phase. Rather than rushing into another business, Kevin gave himself space. He walked the Camino, traveled solo, learned to ride a motorcycle, wrote, reflected, and began listening to the intuition that had been buried beneath years of building. Kevin's story is a powerful look at identity after exit, the fear of being untethered, and the possibility of discovering that there is still more inside you. This episode is for founders, owners, retirees, and high achievers who have achieved the thing they were chasing, only to realize the deeper question is not “What did I build?” but “Who am I becoming now?” Kevin Nolan shares how he navigated life after selling his business, why he resisted jumping back into familiar work, how solitude helped him gain clarity, and why he now mentors others who are facing the same post-exit uncertainty. Exiting after 17 years in business The emotional shift after the sale Why founders feel lost after achieving financial freedom The danger of rushing into the next venture Solo travel, reflection, and walking the Camino Listening to intuition after years of conditioning Finding identity beyond the business Helping other exited founders navigate the “what now?” stage The logical mind often pulls you back toward what is familiar. But the next chapter may require enough quiet to hear what is true. “The exit is not the end. It is the first time many founders are quiet enough to hear the question they avoided while building.” “Financial freedom solves the money problem. It does not automatically solve the identity problem.” “The temptation after exit is to run back to what made you successful. Kevin Nolan chose to create space instead.” “The logical mind says, ‘Go build again.' The deeper voice may be asking, ‘Who are you now?'” “Kevin's post-exit journey was not about finding another business. It was about finding himself.” In this episode:Topics covered:Memorable idea:Quotes / Social Clips Learn more about your ad choices. Visit megaphone.fm/adchoices

Grow A Small Business Podcast
Ryan Estes, Founder of KitCaster | From Losing 95% of Clients During COVID to $2M Annual Revenue in 18 Months, Building a Leading Podcast Booking Agency, Scaling to 25 Employees, Exiting Successfully, and Thriving in the AI Era. (Episode 782 - Ryan Estes)

Grow A Small Business Podcast

Play Episode Listen Later Jun 21, 2026 37:32


In this episode of the Grow A Small Business Podcast host Troy Trewin interviews Ryan Estes, co-founder of KitCaster, shares his remarkable journey from losing 95% of his digital agency clients during COVID to building a thriving podcast booking agency that reached a $2 million annual run rate within just 18 months. Ryan discusses how KitCaster scaled from 3 to 25 team members, the lessons learned from rapid growth, and the strategies that helped the company stand out in the podcasting industry. He also opens up about successfully exiting the business, navigating the impact of AI, and building a company designed for acquisition. This conversation is packed with valuable insights on entrepreneurship, leadership, resilience, and creating long-term business success.    Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here.   Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice.   And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? Ryan Estes, a former musician and serial entrepreneur, co-founded Kit Caster in 2019 — a podcast booking agency that places startup founders and executives on top podcasts worldwide. When COVID wiped out 95% of his digital marketing agency's clients, Ryan doubled down on Kit Caster, riding the pandemic-era podcasting boom to hit a $2 million annual run rate within just 18 months of launch. The company grew from 3 to 25 employees at its peak, but has since scaled back to around 8–9 as AI-driven efficiencies reduced staffing needs. Ryan credits strategic early-stage lending and a repeatable sales process as key drivers of their rapid growth. Beyond revenue, Ryan defines success by having built a business that allowed him and his wife to be fully present for their children — and remains a strong believer that podcasting, as a medium for human connection and storytelling, will continue to thrive. What's your favorite business book that has helped you the most? Ryan Estes gave a quick and clear answer — "Traction" by Gino Wickman. This book, which focuses on the Entrepreneurial Operating System (EOS), clearly resonated with Ryan as a founder who valued building structured, scalable operations. Given Kit Caster's rapid growth and their goal of building a business to sell, the frameworks in Traction around team alignment, processes, and goal-setting would have been especially relevant. It's a fitting choice for an entrepreneur who emphasized repeatable systems as a key driver of his success. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Ryan Estes shares that his top recommendation is his own podcast — "AI for Founders" (aiforfounder.co) — where he interviews founders who are building AI companies or building with AI. With around 47,000 subscribers and growing quickly, the show covers not just business metrics and KPIs, but also the emotional side of navigating the AI era as a founder. Beyond his own podcast, he also recommends the "All In" podcast to stay updated on what top investors and billionaires are thinking. He additionally highlights the content from Alex and Leila Hormozi — early Kit Caster clients — praising their mastery of podcasting and the phenomenal growth they've achieved. What tool or resource would you recommend to grow a small business? Ryan Estes shares that his top tool recommendation to grow a small business is Quad Code. He is enthusiastic about its potential, particularly in the context of AI, and advises small business owners not to feel overwhelmed or behind when it comes to adopting AI tools. He humorously uses a baseball analogy, suggesting that the early adopters will do the hard work of figuring it out, and that within the next six months or so, it will become much more accessible for everyone to simply step in and benefit from it. What advice would you give yourself on day one of starting out in business? Ryan Estes shares that the advice he would give himself on day one of starting out in business is simple yet powerful — "You can do it." He repeats this twice with conviction, reflecting a deep belief in self-confidence and self-trust as the foundation of any entrepreneurial journey. This straightforward but heartfelt message speaks to the self-doubt that many founders face at the beginning, and suggests that believing in yourself is the most important mindset a new business owner can carry with them from day one. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Cash is king, but being present for your family is the greatest award you'll never receive — Ryan Estes If you're really interested in scaling and going for the gold, don't fail to act — indecision can be the most costly choice — Ryan Estes Podcasting is the exemplar of human connection — it's people talking to each other the way we have around a campfire forever — Ryan Estes    

I - On Defense Podcast
Text of MOU + US CENTCOM Lifts Blockade Entering/Exiting Iranian Ports + Pentagon to Review US Force Presence in Europe + USAF CCA Update

I - On Defense Podcast

Play Episode Listen Later Jun 19, 2026 27:29


For review:1. Cuban lawmakers unanimously approved sweeping reforms backed by the Communist ​Party and former leader Raul Castro that would privatize a vast swath of the country's socialist economy in a bid to survive punishing U.S. sanctions.The ‌measures, if implemented as passed, would represent the single largest change to Cuba's socialist model since former leader Fidel Castro's 1959 revolution and a major shift towards a market economy.2. President Trump on Wednesday signed the memorandum of understanding (MOU) between the U.S. and Iran ending the war between the two countries.3. Iran will invite the UN's nuclear watchdog agency to inspect its nuclear sites and begin work on identifying and uncovering the locations of Tehran's enriched material, US President Donald Trump's envoy Steve Witkoff tells US lawmakers in a private briefing.4. Iran's Foreign Ministry spokesman warned Thursday that a continued IDF presence in southern Lebanon would mean the “annulment” of the memorandum of understanding it signed with the United States, as Israel doubled down on its plans to keep troops in the area amid its ongoing conflict with the Hezbollah terror group.5. US Defense Secretary Pete Hegseth told NATO Thursday the Pentagon will review its force presence in Europe within six months.“This will be a real review. It will be designed to ensure that NATO is moving fast and irreversibly toward Europe leading, stepping up to take primary responsibility for the defense of Europe,” Hegseth told a meeting of NATO defense ministers in Brussels.6. USAF CCA Update.

McKeany-Flavell Hot Commodity Podcast Series
A seminal shake-up at the FOMC!

McKeany-Flavell Hot Commodity Podcast Series

Play Episode Listen Later Jun 18, 2026 20:18


Exiting forward guidance Five new tasks forces to help steer policy Hawkish tone in general A commitment to deliver price stability Next week, don't miss our Live Seasonal Market Outlook webinar! Wed., June 24, 2026 at 2pm ET / 11am PT Clients, invites are going out now, or anyone can sign up now at mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Director of Commodity Risk Management

The Exit - Presented By Flippa
The Hidden Side of Selling: CeCe Leung on Identity, Wealth, and Life After Exiting

The Exit - Presented By Flippa

Play Episode Listen Later Jun 15, 2026 28:16


Want a quick estimate of how much your business is worth? With our free valuation calculator, answer a few questions about your business, and you'll get an immediate estimate of the value of your business. You might be surprised by how much you can get for it: https://flippa.com/exit 

 --
 This week on The Exit, host Steve McGarry sits down with entrepreneur, CPA, and wealth strategist Cecilia “CeCe” Leung for a candid conversation about one of the most overlooked parts of selling a business: what happens after the deal closes. Drawing from more than 20 years of experience in finance, Wall Street, and advising founders through complex transactions, CeCe shares why so many entrepreneurs focus on valuation and due diligence while overlooking the emotional, personal, and identity shifts that often follow an exit.
 CeCe breaks down common mistakes founders make when preparing for a sale, from failing to think through post deal dynamics with private equity partners to overlooking succession planning and negotiating leverage. She also explores the deeper side of entrepreneurship, including founder burnout, setting boundaries, defining personal success, and why understanding why you want to sell may be just as important as the sale itself. Whether you are preparing for an exit or simply building toward one, this episode offers a refreshing perspective on creating both financial freedom and a meaningful life beyond business.
 
 Cecilia “CeCe” Leung is a CPA, entrepreneur, and founder of Rich & Sassy Wealth Strategies, where she helps founders and executives navigate high stakes moments including exits, IPOs, and major financial transitions. With more than 20 years of experience spanning Big Four firms, investment banking, and CFO leadership roles, CeCe combines financial strategy with a human centered approach to help leaders build wealth, make smarter decisions, and create success that lasts beyond the business.

 LinkedIn - https://www.linkedin.com/in/cscfo/ 

 Website - https://richandsassy.com/ 
 Key Timestamps:
 [00:01] Intro & Show Overview
 [02:58] CeCe's Journey to Entrepreneurship
 [07:06] Preparing a Business to Exit
 [11:14] Post Deal Realities & Leverage
 [14:06] Purpose, Identity & Philosophical Counseling
 [21:13] Founder Mistakes & People Problems
 [23:31] Knowing Your Value & Boundaries
 [25:28] Rich and Sassy Vision & Close

 -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Build Your Network
INTERVIEW | Make Money by Building, Scaling, and Successfully Exiting a Business with Amanda Lewis

Build Your Network

Play Episode Listen Later Jun 12, 2026 26:31


Amanda Lewis is a dental entrepreneur, innovator, and founder of Lewie, an oral wellness company redefining how consumers think about smile care. With more than 15 years of experience growing, acquiring, merging, and selling dental practices, Amanda has built multiple successful businesses while navigating entrepreneurship, leadership, product development, and personal reinvention. In this episode, she shares her journey from aspiring dentist to multi-practice owner and startup founder, along with the lessons she learned about scaling companies, overcoming setbacks, and pursuing opportunities that align with a bigger vision. On this episode we talk about: Building and scaling successful dental practices from the ground up The realities of entrepreneurship, delegation, and business ownership How private equity is changing the dental industry Transitioning from healthcare provider to consumer product founder Creating Lewie and bringing innovative oral wellness products to market Top 3 Takeaways Entrepreneurship requires constant learning, and many of the most important business lessons come through mistakes, challenges, and experience. Delegation is essential for long-term growth—trying to do everything yourself eventually becomes a bottleneck. The biggest regrets often come from opportunities not pursued, which is why taking calculated risks and following new ideas can be worth the uncertainty. Notable Quotes "Sometimes the only way through a problem is to keep on going." "If I didn't stop and do this, what would I regret?" "The smile is at the center of a person's confidence." Connect with Amanda Lewis: Instagram: https://www.instagram.com/mylewie/ Website: https://mylewie.com/ Instagram (personal): https://www.instagram.com/dramandalewis/ LinkedIn: https://www.linkedin.com/in/amanda-lewis-mylewie/ A Word from Our Sponsors: - Are you ready to start your own creatorjourney and make it big? Visitwww.fanvue.com today and launch yourcareer! - To learn more about Mode Mobile and its investor community, go to https://invest.modemobile.com/travismakesmoney -Travis Makes Money is made possible by High Level – the All-In-One Sales & Marketing Platform built for agencies, by an agency.Capture leads, nurture them, and close more deals—all from one powerful platform.Get an extended free trial at gohighlevel.com/travis Learn more about your ad choices. Visit megaphone.fm/adchoices

Mind Body Peak Performance
#265 How 5 Days With No Food OR Water Triggers a 100% Natural Stem Cell Release | Theo Lucier @Forgotten Health

Mind Body Peak Performance

Play Episode Listen Later Jun 11, 2026 76:47


Here's how the hardest reset on the planet actually works, and how to do it safely. Theo Lucier has spent over a decade studying dry fasting through his project Forgotten Health and his guided program Dry Fast with Friends. He breaks down why a true dry fast is different from a water fast, how the body burns fat for its own water, the endogenous stem cell release on day 5 and 7, and why the way you exit matters more than the fast itself. Meet our guest Theo Lucier is a natural health researcher and supplement formulator, founder of Forgotten Health, and co-creator of the Dry Fast with Friends community program with Sean McCormick. After overcoming severe chronic fatigue and 16 years of one-meal-a-day eating, he now focuses on dry fasting for stem cell release, cellular detox, and energy. Thank you to our partners Outliyr Biohacker's Peak Performance Shop: get exclusive discounts on cutting-edge health, wellness, & performance gear Ultimate Health Optimization Deals: a database of of all the current best biohacking deals on technology, supplements, systems and more Latest Summits, Conferences, Masterclasses, and Health Optimization Events: join me at the top events around the world FREE Outliyr Nootropics Mini-Course: gain mental clarity, energy, motivation, and focus Key takeaways A dry fast turns 100 grams of fat into 115 grams of metabolic water from within A water fast breaks down muscle and organ tissue; a dry fast spares lean mass A 5-day dry fast triggers one wave of stem cell release, a 7-day triggers two The Russian fat-loss method: a 24-hour dry fast plus a 6.2 mile walk, twice a week Day 3 is the hardest, when the body switches from glucose to ketone metabolism A soft dry fast with hydrogen peroxide baths supports detox better than a hard one Dry fasting is one of the few ways to quickly eject deuterium from the mitochondria Pre-tox for months first if you carry heavy toxic load How you refeed matters more than the fast: no sugar, sip water slowly to avoid edema Episode highlights 00:00 Important safety disclaimer 02:42 Introduction 04:21 What dry fasting is & what it feels like 06:06 Dry vs wet fasting (gluconeogenesis) 07:49 How 100g of fat becomes 115g of water 12:26 Endogenous stem cell release explained 16:48 The Russian "AK47" fat-loss method 22:44 Cortisol, stress & why day 3 is hardest 28:23 Changing your fat set point vs GLP-1s 40:02 How to pre-tox before a dry fast 47:19 Exiting safely: the most important part 58:32 Why dry fast "with friends" 1:02:16 Community results: mood, injuries, parasites 1:09:06 The program & how to join   Links Watch it on YouTube: https://youtu.be/69msEGyAXFQ Full episode show notes: https://outliyr.com/265  Connect with Nick on social media Instagram Twitter (X) YouTube LinkedIn Easy ways to support Subscribe Leave an Apple Podcast review Suggest a guest Do you have questions, thoughts, or feedback for us? Let me know in the show notes above and one of us will get back to you! Be an Outliyr, Nick

Shaun Newman Podcast
#1070 - Will Spencer

Shaun Newman Podcast

Play Episode Listen Later Jun 10, 2026 112:46


Will Spencer is a Christian podcaster, speaker, and writer who hosts The Will Spencer Podcast. After roughly 20 years deeply immersed in New Age spirituality—including the rave and Burning Man scenes, extensive psychedelics, occult practices, tarot, astrology, Eastern mysticism, and syncretic spirituality—he converted to Christianity. His content now centers on biblical masculinity, cultural critique, spiritual warfare, and helping others exit New Age and occult influences through his podcast interviews, “Exiting the New Age” course, and one-on-one mentorship. He draws directly from his past experiences to contrast deceptive spiritual paths with what he describes as the true redemption found in Christ.Watch the Cornerstone Forum 26'https://shaunnewmanpodcast.substack.com/Silver Gold Bull Links:Website: https://silvergoldbull.ca/Email: SNP@silvergoldbull.comText Grahame: (587) 441-9100Bow Valley Credit UnionBitcoin: www.bowvalleycu.com/en/personal/investing-wealth/bitcoin-gatewayEmail: welcome@BowValleycu.com Expat Moneyhttps://expatmoney.com/snpGet your voice heard: Text Shaun 587-217-8500

Aware & Aggravated
66. How To Exit Survival Mode & Cure Anhedonia

Aware & Aggravated

Play Episode Listen Later Jun 8, 2026 50:52


The title is straight forward and exactly what this episode is for- Exiting survival mode and curing anhedonia/hopelessness. Merch: 

How to Hardscape
Exiting a $10M/Year Landscaping Business and Starting GreenPal with Brian Clayton

How to Hardscape

Play Episode Listen Later Jun 8, 2026 53:53


Today we are joined by Brian Clayton of GreenPal. Brian grew his landscaping business to over $10 million per year in revenue before selling it and eventually starting GreenPal, an Uber for lawn care. We talk about the build up and sale of his landscaping business and starting GreenPal.Sponsors:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cycle CPA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Knowledge Tree Consulting⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PatioSEO⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠How to Hardscape Headquarters⁠⁠⁠⁠Register for HNA⁠ and Use Code: HTH for 50% Off

Investor Fuel Real Estate Investing Mastermind - Audio Version
Virtual Real Estate: Building, Scaling, and Exiting E-Commerce Brands with Neil Twa

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Jun 8, 2026 22:23


In this episode, Neil Twa shares his journey from leaving a corporate executive role at IBM to building and scaling multiple e-commerce brands through Voltage Holdings. He discusses the similarities between real estate investing and e-commerce, emphasizing cash flow, asset creation, and strategic exits. Neil explains how AI is transforming product development, marketing, and business operations while providing insights into building scalable, profitable brands that can eventually be sold as valuable assets.   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   —--------------------

Glocal Citizens
Episode 322: The Nubuke Foundation @ 20: A Conversation about Building and Sustaining an Arts Institution for Ghana to the World with Odile Tevie

Glocal Citizens

Play Episode Listen Later Jun 2, 2026 57:20


Greetings Glocal Citizens! Exiting news…according to the Million Podcasts database platform We're ranked #25 among change agent podcast thanks to listeners like you! In this week's change agent conversation we're visiting with Odile Tevie, co-founder and director of Nubuke Foundation, a visual arts and cultural institution, based in Accra and Wa in Ghana. In the early 2000's she set up and ran the Black Swan gallery in London introducing Ghanaian, Togolese and Nigerian artists into the diaspora. Under her vision and drive, Nubuke Foundation, set up in 2006, has become an internationally acknowledged arts institution whose robust and engaging programming calendar has been seminal in supporting the career of many of the mid-career Ghanaian artists and promising ones like Na Chainkua Reindorf, Isaac Opoku and Gideon Appah. Nubuke Foundation has become a creative community hub in the city of Accra, where informal learning programmes, talks, exhibitions, drama, spoken word etc. In Wa, the Foundation focuses on promoting strip weaving artisans and textile and fibre-based arts practice. As you'll hear our surround sound is the long story of the raining season in Ghan and it was well worth the rainy commute to have this conversatio with Odile. Where to find Odile? On LinkedIn On Instagram On Facebook What's Odile reading? African Women & Feminism by Oyèrónkẹ́ Oyěwùmí The 28th February House by Demi Letsa The Longest Week by Nick Page Other topics of interest: A bit about Tesano in Accra The Wa Upper West Region, Ghana Ghana A Portrait About the University of Applied Arts Vienna More about Ghana's Centers for National Culture About Sensibilités intellectuelles africaines in The Conversation What is the Myriad Alliance?Special Guest: Odile Tevie.

Critical Media Studies
#120: Mark Fisher - Exiting the Vampire's Castle, pt. 2

Critical Media Studies

Play Episode Listen Later May 29, 2026 54:17


In this episode Barry and Mike resume their discussion of Mark Fishers's 2013 blog post, “Exiting the Vampire's Castle”. They discuss the five laws that govern the castle and wonder if it is possible to exit the castle, as Fisher hoped.

Dr. John Vervaeke
William Desmond and John Vervaeke: Strong Transcendence, Plato, and the Between

Dr. John Vervaeke

Play Episode Listen Later May 28, 2026 97:11


Can transcendence still make philosophical sense after modernity? John Vervaeke speaks with philosopher William Desmond about Platonism as a living tradition, the meaning of strong transcendence, and Desmond's philosophy of the metaxu: the between. The conversation builds from John's proposal that relevance realization and transjectivity are philosophically grounded in Desmond's ontological account of the between. John begins by distinguishing modern psychological accounts of transcendence from the ancient and Platonic sense of strong transcendence. In this stronger sense, transcendence is not merely a better state of mind. It discloses truths that are otherwise unavailable and changes the knower's relation to reality. That claim challenges modern assumptions about flat ontology, the buffered self, representational cognition, and the fact-value split. Desmond responds through Plato. He presents Plato not as a dry theorist of two worlds, but as a philosophical artist of the between: a thinker of mimesis, eros, mania, dialogue, singularity, and participatory transformation. Plato's dialogues are not ornamental containers for arguments; their drama, characters, and dialogical movement are part of the philosophy itself. The later conversation opens into deep memory, imagination, eternity, possibility, God, Daoism, intercultural philosophy, pilgrimage, and the life-world. Desmond and Vervaeke converge on the need to move beyond the view from nowhere and return philosophy to transformative practice, embodied dwelling, and a richer contact with the sources of intelligibility. Key Insights Strong transcendence has epistemological and ontological significance, not only psychological benefit. The metaxu, or between, names a porous relation before, beneath, between, and beyond modern dichotomies. Modernity's fact-value split risks producing default atheism or default nihilism. Participatory knowing offers an alternative to treating cognition as internal representation of an external world. Plato's dialogical form is integral to his philosophy; the drama cannot simply be stripped away to extract arguments. Mimesis involves relation between image and original without collapsing their difference. Eros and mania point to two directions of transcendence: from below upward and from above downward. Deep memory is a source of imagination and ontological depth, not merely storage of past facts. Possibility should not be reduced to logical possibility; living possibility points toward enabling power. Pilgrimage and theoria are linked: philosophical transformation requires being on the way, not merely observing from nowhere. Timestamps 00:00 Welcome and setup 01:00 Relevance realization and the philosophy of the between 02:00 Platonism as living tradition 02:40 The need for strong transcendence 03:50 Transcendence after modernity 04:40 William Desmond introduces his work 05:00 Between system and poetics 06:00 The Western tradition as conversation partner 08:00 John's paper on strong transcendence 09:20 Psychological transcendence in modern thought 10:00 Truths disclosed through transcendence 11:00 Flat ontology and layered reality 12:30 The buffered self 14:00 Fact-value dichotomy and default atheism 15:10 Contact epistemology and participatory relation 17:20 Being realized as you realize 18:20 Anagoge and the cave 18:40 Interior, exterior, and superior transcendence 20:10 Autonomy, heteronomy, theonomy, and theosis 21:30 Desmond responds 22:00 Plato's philosophical art and the Sophist 22:30 Art, origins, and otherness 23:40 Originality, creativity, and modern art 25:20 Mimesis and the difference between image and original 28:20 Plato as thinker of the metaxu 29:00 Eros and self-transcendence 30:00 Mania and divine inspiration 31:30 Inspiration as transmission 33:20 Metaxology and Hegel 34:40 The Sophist and participatory knowing 36:40 The who of the sophist 38:10 Periagoge and the turning of the soul 39:40 Philosophy as a way of life 40:30 Exiting modernity's frame 43:20 The dialogue form is not ornamental 45:30 Socrates as an image of courage 46:20 Dialogos and method 48:00 Diaphanous logos 49:00 Singular incarnation and witness 51:10 Theoria as contemplation and pilgrimage 52:00 John's dialectic-in-dialogos practice 53:20 Anamnesis in practice 54:20 The logos beyond the participants 55:20 Deep memory and imagination 57:00 Muses, memory, and hidden springs 58:20 AI and outsourced memory 59:00 Memory as ontological depth 01:00:30 Eternity and the other to time 01:02:40 Inward otherness and ultimate otherness 01:04:50 Plato's sun and enabling light 01:06:20 Porosity and the buffered self 01:07:00 Living possibility 01:09:00 Possibility, transcendence, and God 01:10:40 What makes intelligibility intelligible? 01:11:40 Eastern and Western approaches to possibility 01:13:30 Coming to be and becoming 01:15:40 Nicholas of Cusa 01:17:00 Wu wei and giving way 01:18:20 Daoist practice and Socratic midwifery 01:20:20 Philosophical Silk Road 01:22:10 The intimate universal 01:23:20 Against philosophical tourism 01:25:30 Elemental porosity 01:26:00 Pilgrimage and practice 01:27:40 Being underway 01:29:30 Theoria as metanoetic passage 01:30:10 Symphonic language 01:34:00 The life-world 01:35:40 Rejecting the view from nowhere 01:36:20 Closing Resources William Desmond, Being and the Between William Desmond, Ethics and the Between William Desmond, God and the Between William Desmond, Art, Origins, Otherness: Between Philosophy and Art Plato, Symposium, Ion, Sophist, Republic, and Laches Plotinus and Proclus Hegel Charles Taylor Catherine Pickstock, Aspects of Truth Paul Tillich Thomas Aquinas Nicholas of Cusa Pierre Hadot Henry Corbin Frank, Gleiser, and Thompson, The Blind Spot Follow John Vervaeke: Website: https://johnvervaeke.com/ YouTube: https://www.youtube.com/@johnvervaeke/videos X: https://x.com/DrJohnVervaeke Patreon: https://www.patreon.com/johnvervaeke

I Do Wedding Marketing Podcast
211. Couples Are Exiting Your Website at These 3 Spots & PLUS How to Fix It with Devon Balicki of Design and Devon

I Do Wedding Marketing Podcast

Play Episode Listen Later May 27, 2026 32:42


If you've tuned into this podcast before, you know I'm passionate about helping wedding pros create content that actually converts… not just content that gets likes.So when Devon of Design & Devon reached out to talk about website conversions for wedding businesses, I immediately knew we needed this conversation on the podcast.Devon is a former software engineer turned strategic web designer for florists and event professionals, and honestly? She completely reframed the way I think about wedding websites (and digital portfolios… but more on that later!). This was such a great reminder that your website shouldn't just exist, it should actively help you book the right clients 24/7.In this episode, we talk about:What makes a wedding website actually convert in 2026The biggest mistakes vendors make in their hero section (aka the first thing couples see on their website)What you should have (and what you should leave out) of your gallery to impress, not overwhelmHow your inquiry form might accidentally be costing you leadsPricing transparency and why couples want clarity now more than everHow to strategically attract better-fit inquiries (and fewer ghosting leads)And because Devon is amazing, she also created a free website self-audit specifically for I Do Wedding Marketing listeners so you can evaluate your own website in under 15 minutes. Grab it here: https://www.designanddevon.com/idoweddingmarketingConnect with Devon:Instagram: https://www.instagram.com/designanddevon/ LinkedIn: https://www.linkedin.com/in/devon-balicki-4a841961/ Follow I Do Wedding Marketing Instagram: https://www.instagram.com/idoweddingmarketing/Facebook: https://www.facebook.com/idoweddingmarketingLinkedIn: https://www.linkedin.com/in/nina-addeo-699898ab/Threads: https://www.threads.com/@idoweddingmarketing  I Do Wedding Marketing podcast listeners can receive 15% off a 6-month subscription as a new Aisle Planner user! Use code IDWMxAP: https://www.aisleplanner.com/affiliate/IDWMxAP 

design couples threads spots exiting overwhelmhow aisle planner
Dry Powder: The Private Equity Podcast
Exiting Well in Tough Markets w/ Apollo's David Sambur

Dry Powder: The Private Equity Podcast

Play Episode Listen Later May 26, 2026 19:59


In part two of our interview series, the Co-Head of Private Equity at Apollo shares how they return capital well ahead of schedule and how they're applying “clean sheet thinking” to AI.

Think Smart with TMFG
Episode 358: Are Business Owners Struggling More With Exiting Than Growing?

Think Smart with TMFG

Play Episode Listen Later May 26, 2026 16:18


Building a successful business and exiting one successfully are often two very different skill sets. In this episode of Think Smart with TMFG, we explore the emotional and financial side of stepping away from a business, from succession planning and business valuation to tax structures, identity, and preparing a company to operate without the owner at the center of everything. We also discuss why many business owners wait too long to start planning, how personal and corporate finances often become intertwined over time, and why the best exits usually occur years before the actual transition.

Paul Adamson in conversation
Making the Case for the UK to Rejoin the EU

Paul Adamson in conversation

Play Episode Listen Later May 25, 2026 24:50


Philip Rycroft, Former Permanent Secretary at the Department for Exiting the European Union (DExEU), talks to Paul Adamson about the need for a long term vision of EU-UK cooperation.

Makes Sense - with Dr. JC Doornick
The Success Lie: Why Your Hard Work Isn't Making You Happy with Jason Duncan - E171

Makes Sense - with Dr. JC Doornick

Play Episode Listen Later May 19, 2026 57:01


Are you doing everything "right" but still feel stuck? You might be living a lie. In this episode, Dr. JC Doornick and guest Jason Duncan expose the "Golden Cage" of modern success. Many of us were taught that working harder and earning more equals freedom, but for most high achievers, it actually creates a life where you are the bottleneck. We break down where these common lies about money and business come from and how to finally break free. Using the Interface Response System (IRS), we show you how to perceive the truth about your situation so you can redefine success on your own terms. It's time to stop building a business that owns you and start building a life that serves you. #SuccessMindset #FinancialFreedom #WorkLifeBalance #EntrepreneurLife #PersonalGrowth   Connect With Jason Duncan: Website: https://therealjasonduncan.com Book: https://therealjasonduncan.com/book IG: @therealjasonduncan   Dr. JC Doornick Links: Web - www.makessensebook.com YT -    / @drjcdoornick IG -   / @drjcdoornick FB -   / @makessensepodcast Makes Sense Book - https://tinyurl.com/makessensepurchase   MAKES SENSE PODCAST Welcome to the Makes Sense with Dr. JC Doornick Podcast. This podcast explores topics that expand human consciousness and enhance performance. On the Makes Sense Podcast, we acknowledge that it's who you are that determines how well what you do works, and that perception is subjective and an acquired taste. When you change the way you look at things, the things you look at begin to change. Welcome to the uprising of the sleepwalking masses. Welcome to the Makes Sense with Dr. JC Doornick Podcast.   SUBSCRIBE/RATE/REVIEW & SHARE our new podcast. FOLLOW Podcast: You will find a "Follow" button in the top right. This will enable the podcast software to alert you when a new episode launches each week. Apple: https://podcasts.apple.com/ca/podcast/makes-sense-with-dr-jc-doornick/id1730954168 Spotify: https://open.spotify.com/show/1WHfKWDDReMtrGFz4kkZs9?si=003780ca147c4aec   Podcast Affiliates: Kwik Learning: Many people ask me where I get all these topics, which I've been covering for almost 15 years. I have learned to read nearly four times faster and retain information 10 times better with Kwik Learning. Learn how to learn and earn with Jim Kwik. Get his program at a special discount here: https://jimkwik.com/dragon OUR SPONSORS: Makes Sense Academy: A private mastermind and psychologically safe environment full of the Mindset and Action steps that will help you begin to thrive. The Makes Sense Academy. https://www.skool.com/makes-sense-academy/about The Sati Experience: A retreat designed for the married couple that truly loves one another, yet wants to take their love to that higher magical level. Relax, reestablish, and renew your love at the Sati Experience. https://www.satiexperience.com   0:00 - Intro 1:48 - Welcome, Jason Duncan 3:07 - The Reason you Want Out is the same reason nobody wants in. 6:45 - Inherited Beliefs about money 9:15 - What is the coolest part of success? 18:12 - What's the first sign that shows up that you are in a Golden Cage? 28:37 - The Lies that we've been taught 35:14 - When someone begins rethinking their story about money, what is the first step they should take? 41:42 - Is there a risk of waking up to a lie without another to replace it with? 44:03 - What concept recommends people challenge themselves right now? 47:03 - What is the Golden Cage 53:04 - Exiting without Exiting? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

My Worst Investment Ever Podcast
Laurie Barkman - Don't Wait Until You're Exiting to Plan Your Exit

My Worst Investment Ever Podcast

Play Episode Listen Later May 18, 2026 39:46 Transcription Available


BIO: Laurie Barkman is a Certified Exit Planner, M&A Advisor, and founder of The Business Transition Sherpa®.STORY: Laurie explains why it's important to start planning your exit plan five to seven years before and what you need to do during that period.LEARNING: Don't wait until you're exiting to plan your exit. "Don't wait to do exit planning when you're exiting, it will be too late. Start five to seven years out. This gives you time to make an impact for change, make the business more attractive and ready, and to also make yourself more ready." Laurie Barkman Guest profileLaurie Barkman is a Certified Exit Planner, M&A Advisor, and founder of The Business Transition Sherpa®. As the former CEO who led a $100 million company through acquisition, she helps business owners build valuable, sellable companies and exit on their terms.Laurie is the Amazon best-selling author of The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options and hosts the award-winning podcast Succession Stories, rated in the top 2.5% of podcasts globally.Get a complimentary business assessment. See how an acquirer would evaluate your business, enabling you to focus today on what will be important down the road. Learn what changes could double the value of your business.Return visit: what's changed and what hasn'tThree years ago, Laurie joined Andrew on Ep727: Quit Often Quit Fast to share her own worst investment ever. This time, she's back with something arguably more valuable: a masterclass on the single most common mistake business owners make: waiting too long to plan their exit."I wish I knew this sooner." That phrase, Laurie says, is the number one thing she hears from business owners who've gone through a transition without proper planning. By the time they're ready to sell, it's already too late to improve the business, attract better buyers, or close the wealth gap they've been quietly ignoring.If you haven't heard Episode 727, go back and listen to Laurie's personal story. In this episode, she brings that same honesty, this time pointed squarely at what you, as a business owner, need to be doing right now.Exit planning is not an exit-day activityThe most important insight Laurie delivers in this episode is deceptively simple: exit planning needs to start long before you're planning to exit.If a prospective client tells her they're thinking about selling their business in one to three years, her response is direct: "You're already behind." A well-structured exit takes five to seven years to execute properly. That's not because the paperwork is complicated. It's because building a more attractive, more valuable, more transferable business takes time. And so does getting you personally ready for what comes after.Laurie works with two very different kinds of readiness:Business readiness: Making the business more attractive, more operationally independent, and more valuable to a future buyer.Personal readiness: Preparing the owner emotionally and financially for the life that comes after the company. Too many founders kick this can down the road, only to find the finish line overwhelming when it finally arrives.The exit timeline exerciseOne of Laurie's most practical tools is what she calls the Exit Timeline Exercise. She sits with clients and literally maps out, year by year, what needs to happen (both in the business and in their personal lives) to set them up for a successful transition.This isn't a generic checklist. It's built around the owner's specific situation: their age, their family's ages, their life stage, and what they actually want their next chapter to look like.Understanding the numbers: wealth gap vs. value gapLaurie walks through two key calculations every business owner should understand:The wealth gapThis is the difference between what you need for retirement and what you currently have. Many business owners have most of their net worth tied up in their company, which means selling the business isn't just an exit; it's a financial planning event. The net proceeds (after taxes, transaction fees, and other costs) need to be factored into the nest egg calculation. As Laurie reminds us, it's the net number that counts, not the headline price.The value gapOnce you know your wealth gap, you can figure out what your business needs to be worth—and compare that to what it's actually worth today. The difference is the value gap. Closing that gap is the work of exit planning.What buyers are actually buyingOne of Laurie's most counterintuitive insights: when you're selling your business, stop thinking about your products and services. Start thinking about what problem your company solves for another company.Buyers, particularly strategic buyers, are acquiring capabilities, not catalogs. They might want your customer list, your talent, your geographic footprint, your intellectual property, or your distribution network. A European acquirer once offered Andrew a revenue multiple (not EBITDA) because he didn't care about the coffee margins. He wanted the distribution infrastructure to pour his own volume through.That's a strategic buyer making a strategic bet. Understanding who might want to buy you, and why, should shape how you build and present your business years before any transaction.Transferable assets: do an inventory nowOne of the most actionable practices Laurie recommends is a transferable assets audit. Go through every major asset in your business (contracts, customer relationships, intellectual property, talent, equipment) and rate each on a scale of 1 to 5 for how transferable it is to a new owner.A score of 1 isn't a crisis. It's a to-do item—one you can now address if you start the process early enough.A common example: contracts that aren't transferable. Many business owners have never thought about whether their agreements include a transferability clause. Without one, a sale can be significantly complicated. With a transferability clause added proactively at renewal, the problem simply goes away.Keep your financial records in orderAnother practical piece of advice comes from Andrew's observations of businesses in Thailand, echoed by Laurie's US experience: messy financial records are a serious exit liability.Buyers expect the last three full years of clean financials, current year data, and a credible forecast. If your monthly books aren't closed, your expense categories are inconsistent across years, or your numbers are tied up with personal expenses, you've created friction in the due diligence process. This friction costs you time, trust, and money.Laurie recommends moving toward reviewed financials as an early milestone. For many businesses, it's not a high incremental cost, and it signals credibility to buyers.Lessons learnedDon't wait to plan your exit until you're ready to exit. By that point, it's already too late to make meaningful improvements to the business. Start five to seven years out.Personal readiness matters as much as business readiness. Too many owners focus entirely on the company and are blindsided by the emotional and lifestyle changes that come with stepping back.Know your wealth gap and your value gap. These two numbers are the foundation of any honest exit plan.Buyers buy on their timeline, not yours. When someone comes calling, they're ready. You may not be. The goal of exit planning is to close that readiness gap before the call comes.Recurring revenue commands a premium, but know the difference between recurring and reoccurring. Contracted, predictable cash flows are what buyers pay top dollar for.Take an inventory of your transferable assets. Find the gaps now, while you still have time to close them.Clean, consistent financial records are non-negotiable. Start with reviewed financials and build from there.Andrew's takeawaysProfitability and growth are both required. Profitability without growth isn't particularly valuable, and growth without profitability doesn't justify the premium either. It's the combination that drives multiple expansion.The $25 million revenue threshold is a real inflection point in buyer perception. Businesses that cross it are seen as market-proven in a way that smaller companies, however promising, simply aren't.When a strategic buyer sets a revenue multiple, they may...

The Spencer Lodge Podcast
#398 Katy Keenan, CEO of BCCD, on Rebuilding and Why Success in the UAE Takes Longer Than You Think

The Spencer Lodge Podcast

Play Episode Listen Later May 18, 2026 82:46


Katy Keenan has turned the British Chamber of Commerce Dubai into one of the most respected business communities in the UAE 1,200 members across 29 sectors, a board that's now 50% women, record profits donated to charity, a 98% satisfaction rating, and a LinkedIn following that grew from 6,000 to nearly 33,000 with no marketing budget whatsoever. Just authentic storytelling, genuine relationships, and a woman who remembers every person she's ever met.  Katy was bullied at school. She spent her Saturdays caring for severely disabled children. She's supported women escaping domestic violence, trailing spouses who've lost their professional identity, and menopausal women being quietly pushed out of the workforce. Her hairdresser told her at age seven: "No matter how happy you are, always have your own money." She's never forgotten it, and she tells her daughters the same thing.  This is one of those conversations that moves between the boardroom and kitchen table, between hard business reality and the kind of honest human warmth you rarely get from a leader of her calibre. You get a masterclass on what it actually takes to build something real in Dubai and why the people who dismiss this city from afar are the ones who wouldn't have made it here anyway.    Timestamps:  0:00 – Why Spencer hates networking and what the Chamber is actually for   2:22 – The secret sales team: how the Chamber coaches members who hate selling themselves   5:38 – Her first day: the numbers were dire, the board wasn't diverse, she nearly walked   7:25 – From 13% to 50% female board and why diversity has to be earned, not forced   9:26 – Speed networking with a 3–5 week wait list: what that tells you about Dubai right now   12:18 – The old boys' club conversation: gender events, merit, and the allies that actually helped   17:17 – Lifelong volunteering, the Rashid Centre, and where her empathy really comes from   21:17 – Hyper helping mode, setting boundaries, and why she remembers every single person   27:25 – From deficit to record profit: the turnaround, Covid calls, and 6,000 government surveys   33:09 – Zero marketing budget and the editorial approach that worked   34:22 – Exiting members for bad behaviour and why psychological safety is non-negotiable  37:17 – The biggest mistake UK businesses make when they arrive in the UAE   42:54 – What "Made in Dubai" means to her and why her children were essentially made here   49:11 – The Liberated Woman, trailing spouses, and why mature women are better hires  51:32 – The hairdresser's advice at age seven: "Always have your own money"   58:48 – How the Chamber could support Spencer's school-building charity model   1:02:00 – Bullying, Rejection Sensitivity Dysphoria, and how being the outsider became her superpower   1:09:04 – Cranial sacral therapy, personal coaching, and a body "bracing for a car to hit you"   1:13:21 – UK media bashing Dubai and why the critics are the ones who wouldn't have made it anyway     Follow Spencer Lodge on Social Media:https://www.instagram.com/madeindubaipodcast/?hl=en   https://www.facebook.com/profile.php?id=61586194260076  https://www.instagram.com/spencer.lodge/?hl=en  https://www.tiktok.com/@spencer.lodge   https://www.linkedin.com/in/spencerlodge/  https://www.youtube.com/c/SpencerLodgeTV  https://www.facebook.com/spencerlodgeofficial/    Follow Katy Keenan on Social Media:  https://www.linkedin.com/in/katy-keenan-b457794/  https://www.linkedin.com/company/british-chamber-dubai/posts/?feedView=all  https://www.instagram.com/bccdubai?g=5  https://www.instagram.com/katykdxb/ 

Critical Media Studies
#119: Mark Fisher - Exiting the Vampire Castle

Critical Media Studies

Play Episode Listen Later May 15, 2026 38:21


In this episode Barry and Mike discuss writer/music critic/cultural theorist Mark Fisher's 2013 blog post, “Exiting the Vampire Castle”. They look at the essay, 13 years after its posting, and provide context as to what the Castle is, how it came to be, and how it functions. The next episode will focus on Fisher's laws of the Vampire Castle.

The Managing Partners Podcast: Law Firm Business Podcast
Exit Strategies for Law Firm Owners

The Managing Partners Podcast: Law Firm Business Podcast

Play Episode Listen Later May 14, 2026 37:38


Many law firm owners seek freedom from the day-to-day grind, but struggle to plan their transition effectively. This episode explores different approaches to exiting a law firm while maintaining control and creating value.Guest Alex Gertzberg shares his journey from managing partner to entrepreneur, emphasizing the importance of intentional exit planning. He discusses models that enable lawyers to step back from daily management but still own and grow their firms. The conversation also covers evaluating firm culture, trust-building in transactions, and how to prepare for a successful exit.In this episode you'll learn:• How to identify when and why to exit your law firm The significance of culture and trust in mergers and sales The importance of the 90-day exit process Strategies for maintaining control and value during transition • The role of intentionality in attaining personal and professional freedomThis episode provides practical insights for law firm owners considering their long-term plans, helping them align their exit with their values and desired lifestyle.Today's episode is sponsored by The Managing Partners Mastermind. Click here to schedule an interview to see if we're a fit: https://thisisarray.com/the-managing-partners-mastermind/ Chapters (00:00:00) - How to Scale Your Law Firm(00:00:45) - Meet Alex Girtzberg(00:03:13) - Why You Should Exit Your Law Firm(00:10:31) - The 3 Rules for Living a Successful Life(00:15:06) - Law Firm Owners on the Exit(00:22:21) - Gut Feasibility in Exiting the Firm(00:27:57) - Buyers and Sellers: Culture(00:30:06) - How To Exit Your Firm.(00:36:29) - A Few Words for Managing Partners

Inspire + Move
Anna Lozano on Building, Scaling & Exiting a Purpose-Driven Brand (Part 1)

Inspire + Move

Play Episode Listen Later May 11, 2026 32:49


This week on Inspire + Move, I'm sitting down with Anna Lozano for a collab episode with her podcast the Prosperity Playground! Anna is a founder, investor, mentor and energetics-in-business expert who has built, scaled, and successfully exited a national brand. Together in this two part episode, throw it back to  unpacking our early days in network marketing, the lessons that shaped us as entrepreneurs, and the full-circle moments that have led us to where we are today. From building a product-based business from scratch to navigating identity shifts after an exit, Anna shares her behind-the-scenes moments of entrepreneurship, the power of intention, and what it truly looks like to build something aligned and impactful.Tune in to hear: • How network marketing can build resilience, confidence, and foundational business skills • Building and exiting a successful product-based business • Why relationship building and long-term connection are key to major opportunities • How intention, alignment, and energetics play a role in business growth and decision making • What happens when you lose your identity after an exit and how to rebuild with purposeIf you're in a season of building, pivoting, or redefining your next chapter, this episode is your reminder that every step, every lesson, and every connection is leading you exactly where you're meant to go. Trust the process, stay open, and keep moving forward. Don't miss part 2 of our chat!Anna's Links:Listen to The Prosperity Playground PodcastWebsiteInstagramFacebookARE YOU COMING? Million Dollar Personal Brand Workshop May 21st! Get Your Tickets Here!Get on the Mentor Collective Mastermind waitlist:https://chrisharder.me/mentor Let's Connect!• INSPIRE + MOVE EVENTS• Instagram• Private Coaching• Website• Facebook• TikTok

Brilliant Balance
The Hidden Costs of Drive

Brilliant Balance

Play Episode Listen Later May 5, 2026 24:14


Ever feel like the very drive that's building your dreams is running your life instead of serving it? If you're the woman everyone admires for getting it all done, but you secretly wonder what it's costing you, this episode is for you. Today, I'm calling out the hidden costs of unchecked overdrive and allowing drive to become our default operating system: constant urgency, the struggle to pause for what really matters, and the slow fade of relationships we hold dear. But there's a solution for this and I'll explain why it isn't eliminating ambition and how to restore your balance. This conversation is about more than productivity. It's about making sure our ambition actually takes us somewhere we want to go. Let's make every effort and every moment count. Show Highlights: A story about missing out due to drive and what caused it. [00:46] Identifying the line between ambition and overdrive. [03:05] The gift of drive as a tool vs. an operating system. [05:58] How the Coaching Circle resolves deeply wired imbalances. [08:27] The costs of constant internal urgency. [09:07] What's the actual pace of recovery we need? [10:35] The problem of optimizing the wrong problems. [11:56] How overdrive leads to relationship drift. [14:07] The skill of intentional drive modulation. [17:54] Exiting overdrive culture for a setting for retraining healthy drive. [19:32] The value of the Coaching Circle and how to sign up. [21:04] Join The Coaching Circle to apply what you learn on the podcast with structure & support: https://brilliant-balance.com/coachingcircle  Subscribe to the Brilliant Balance Weekly: www.brilliant-balance.com/weekly Follow Cherylanne on Instagram: www.instagram.com/cskolnicki

Meet the Farmers
Founding, Growing and Exiting a Business in Agriculture - with Jez Pile

Meet the Farmers

Play Episode Listen Later May 4, 2026 37:45


Ben Eagle is joined by Jez Pile from Telus Agriculture & Consumer Goods to discuss his entrepreneurial journey of founding, growing and exiting from his start up business Muddy Boots.  With thanks to our sponsor TELUS Agriculture & Consumer Goods. Explore smarter farming tools from TELUS Agriculture & Consumer Goods: telus.com/FarmSmarter Image credit: Jez Pile

Business Lunch
Getting Off The Org Chart, Part 2: How to Exit the Day-to-Day and Still Control Your Business

Business Lunch

Play Episode Listen Later Apr 30, 2026 51:44


In This Episode of Business Lunch: We explore how business owners can effectively exit the org chart while maintaining control and generating revenue. Topics include compensation strategies, onboarding processes, and structuring deals with profits-only interests and phantom equity.Chapters:00:00 Introduction to Exiting the Org Chart02:57 Understanding Compensation for New Roles05:45 The Importance of Role Clarity08:59 Navigating the Hiring Process11:59 Strategies for Exit Readiness14:55 Compensation Structures and Considerations18:07 Exploring Synthetic Equity Options27:53 Establishing Value and Compensation Structures30:02 Understanding Profits Interest and Phantom Equity32:49 Navigating Executive Compensation Negotiations37:54 Onboarding and Transitioning New Leadership47:59 Redefining Roles and Business IdentityConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

The John Batchelor Show
S8 Ep804: Michael Bernstam discusses the UAE exiting OPEC, suggesting the organization is a 20th-century artifact. He explains how outdated rules favoring only Russia and Saudi Arabia are driving members to leave the group.

The John Batchelor Show

Play Episode Listen Later Apr 29, 2026 1:46


Michael Bernstam discusses the UAE exiting OPEC, suggesting the organization is a 20th-century artifact. He explains how outdated rules favoring only Russia and Saudi Arabia are driving members to leave the group.1909

The SuccessGrid Podcast
Selling a Cybersecurity Business, Exiting and Starting Over with Christian Espinosa - SG268

The SuccessGrid Podcast

Play Episode Listen Later Apr 24, 2026 24:39


Christian Espinosa, best-selling author and entrepreneur, excels in cybersecurity and real estate. He inspires others to harness their innate wisdom, overcome perceived barriers, and courageously tread new paths. An adventure enthusiast, Christian has completed 24 Ironman triathlons and two of the Seven Summits, embodying transformative leadership and relentless exploration. Christian website: https://christianespinosa.com/ Show notes: https://successgrid.net/sg268/ If you love this show, please leave a review. Go to https://ratethispodcast.com/successgrid Join AI Marketers Club: https://www.successgridacademy.com/3a30d0c6

TRASHFUTURE
Exiting the Warwick Cathedral

TRASHFUTURE

Play Episode Listen Later Apr 21, 2026 68:43


UK newspapers are desperate to convince you that the future of politics in the country is a weird 19-year-old Reform council leader in Warwick. It doesn't matter that Warwick doesn't have a cathedral (it's just a big church! it's not the same thing!) and none of the upstart right-wing politicians want to address the actual quality of life issues. The issue is, as always, wokeness. Also, we talk about recent (bad; transphobic) developments at Stonewall and the weird freak wizard lady who always shows up for some reason.   Get more TF episodes each week by subscribing to our Patreon here! MAYOR ALERT Get tickets to the three performance dates for No God No Mayors in London on 25-26 April! The link is here! MILO ALERT Check out Milo's tour dates here: https://www.miloedwards.co.uk/liveshows NATE ALERT Lions Led By Donkeys will be performing live in London on 29th May and you can get tickets here! Nate's band Second Homes is about to release their debut album, and you can stream / preview / preorder it on Bandcamp here!

The Mike Hosking Breakfast
Debbie Sorensen: Moana Pasifika CEO on the league exiting Super Rugby at the end of the season

The Mike Hosking Breakfast

Play Episode Listen Later Apr 15, 2026 3:42 Transcription Available


Moana Pasifika boss Debbie Sorensen claims the franchise are a victim of an increasingly difficult economic climate. They're set to disband after the Super Rugby season unless another backer is found. Sorensen —who is also chief executive of the Pasifika Medical Group which owns the franchise— is withdrawing financial support. She told Mike Hosking it's a compounding problem – people don't have the income to buy memberships or travel to games due to the petrol problem. Sorensen's added that Super Rugby is under threat from league's NRL, which she describes as an "aggressive sophisticated machine." LISTEN ABOVE See omnystudio.com/listener for privacy information.

Succession Stories
228: Scaling Smart, Exiting Intentionally with Bruce Eckfeldt

Succession Stories

Play Episode Listen Later Apr 8, 2026 28:27


"Exit planning is good business, not just about exits. Doing exit planning is going to help your business today." Too many founder CEOs pour years into scaling their company without ever building a plan for what comes next — and it costs them. Bruce Eckfeldt is a former Inc. 500 CEO who scaled, led, and exited his own company, and now coaches founder CEOs to do the same with intention. He faced the reality of an unplanned post-exit life firsthand — and what he discovered changed how he coaches everyone who comes after him.   Key Insights: Exit planning improves your business today, not just at the finish line. Treating your business as if it could be sold tomorrow forces clarity in strategy, leadership, and operations — giving you a stronger company whether you sell or not. Develop a compelling post-exit vision first. When founders have a clear, exciting plan for what comes after, they become more motivated to grow faster, set tighter timelines, and make better decisions leading up to a transaction. Founder dependency in sales is the riskiest — and hardest — constraint to break. When the founder is the rainmaker, it suppresses valuation, complicates deals, and is fueled by a dopamine cycle that's genuinely difficult to step away from. Institutional knowledge must replace individual knowledge to scale. Brilliant technical founders often are the smartest person in the room — but a company built around one person's intellect cannot scale or transact at full value. Know where you fall in the valuation range — and move the levers. The market sets the multiple range; what you can control is whether you land in the bottom, middle, or top third of it by addressing the fundamentals buyers care about most. The "keep-sell posture" protects your negotiating power. Being genuinely ready to either sell tomorrow or hold for another decade removes desperation from the table and ensures you're choosing the right deal — not just the first one. Chapters 00:00 - 01:51 Introductions 01:52 - 05:24  Bruce's Founder Journey as Inc. 500 CEO 05:25 - 06:48 The Architectural Thinking Behind Scaling a Company 06:49 - 08:04 Why Scale and Exit Planning Are Connected from Day One 08:05 - 09:25 Building a Post-Exit Vision That Motivates Faster Growth 09:26 - 10:51 Founder's Identity and System Building 10:52 -12:30 Founder Dependency: The Sales Dopamine Trap 12:31 - 14:46 When Intellectual Capital Is Trapped in the Founder's Head 15:22 - 18:56 Exit Readiness and Push & Pull Factors across Generations 18:57 - 21:19 Legacy Building  21:20 - 24:33 What makes a Business Valuable 24:45 - 25:45 Bruce's Three Takeaways for Every Founder 26:00 - 26:36 Life After Exit: Himalayas, Adventure, and What Comes Next   Is your business truly ready—and are you? Take the Succession Readiness Assessment to get a clear snapshot of where you stand and what to focus on next. https://btsherpa.com/succession P.S. Most owners don't realize where they stand until they're already in a transition. Take a few minutes now to understand your readiness—and give yourself more options later.   Connect with Laurie Barkman:  Website: https://lauriebarkman.me LinkedIn: in/lauriebarkman YouTube: @LaurieBarkman_BTSherpa   Connect with Bruce Eckfeldt Website: https://www.eckfeldt.com   Email: bruce@eckfeldt.com   LinkedIn: http://www.linkedin.com/in/beckfeldt     

Were You Raised By Wolves?
Second Helpings: Removing Shoes on Airplanes, Exiting Weddings Early, Welcoming Guests In, and More

Were You Raised By Wolves?

Play Episode Listen Later Apr 6, 2026 23:16


Etiquette, manners, and beyond! This week, Nick and Leah are enjoying a well-deserved break, but they'll be back next week with an all-new episode. In the meantime, here's one of their favorite episodes from the archives in which they answer listener questions about removing shoes on airplanes, exiting weddings early, welcoming guests in, and much more. Please follow us! (We'd send you a handwritten thank-you note if we could.)Have a question for us? Call or text (267) CALL-RBW or visit ask.wyrbw.comQUESTIONS FROM THE WILDERNESS:What are your thoughts on removing one's shoes on an airplane?How do you handle a friend who wants a friendship more than you do and also always suggests meeting up closer to where they live?Should a bride and groom leave their wedding reception before the last song?How do you feel about the phrase "Welcome In"?What do you do about a friend who's always a downer at parties?PSA: You're on camera when you sit front row at an opera or musical.THINGS MENTIONED DURING THE SHOWSound BathsYOU ARE CORDIALLY INVITED TO...Support our show through PatreonSubscribe and rate us 5 stars on Apple PodcastsCall, text, or email us your questionsFollow us on Instagram, Facebook, and TwitterVisit our official websiteSign up for our newsletterBuy some fabulous official merchandiseCREDITSHosts: Nick Leighton & Leah BonnemaProducer & Editor: Nick LeightonTheme Music: Rob ParavonianADVERTISE ON OUR SHOWClick here for detailsTRANSCRIPTEpisode 225See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Grow Your Business and Grow Your Wealth
Episode 314: What Every Business Owner Needs to Know Before Exiting

Grow Your Business and Grow Your Wealth

Play Episode Listen Later Apr 1, 2026 26:38


Are you building a business… or building something you can actually walk away from?In this episode, Tyson Ray, CEO of FORM Wealth Advisors and creator of the SPACE™ Framework, breaks down what most business owners avoid thinking about until it's too late… how to exit well.With over 25 years in wealth management, Tyson shares the real truth about succession planning, why it's not a one-time event, and how emotional decisions can cost you everything you've built.This conversation goes beyond strategy. It gets into identity, control, leadership, and what it actually takes to transition your business without regret.➡️ Key Takeaways → Succession planning is not an event… it is an ongoing process → Your business should not be your only asset or your only retirement plan → Most owners either over-invest in the business or extract too much… balance matters → If your business depends entirely on you, it's not a business… it's a job (or multiple jobs) → The SPACE™ Framework helps you see, prepare, act, commit, and exit with intention → You must allow your team to fail in order for them to grow and eventually replace youConnect with Tyson RayFind Tyson on LinkedIn or visit: https://totalsuccession.comConnect with Gary:Visit Small Business Advisors website: https://www.sbadvisors.cc/LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr/

Wonder: A podcast by the Entrepreneurs’ Organization
The Hustle Trap: Learning How to Work Less Can Lead to Success

Wonder: A podcast by the Entrepreneurs’ Organization

Play Episode Listen Later Mar 30, 2026 36:45


Ryan Crownholm is an army veteran, serial entrepreneur, and founder of MySitePlan.com and DirtMatch.com. He is also the president and founder of Crown Capital Adventures Inc. When a runaway truck left him with a shattered femur and punctured lungs on a California hillside, he almost lost everything. Watching his business thrive without him from a hospital bed, Ryan discovered the leadership lesson that would change everything: Knowing firsthand how broken the construction industry was, he turned that experience into technology that now serves over 70,000 customers nationwide. Listen in as Ryan shares his incredible journey from living out of his car to building AI-powered companies and why he believes the entrepreneurs who thrive in the next decade will be the ones who learn to work smarter, not just harder. His book, "The Hustle Trap," is a guide for how to do less work while making more. Timestamps: 01:25 The Accident That Changed Everything 03:35 Beginnings in Construction  05:53 Exiting 07:38 MySitePlan 08:19 The Hustle Trap 10:25 Capitalizing On AI 17:30 AI Disruption 22:07 The Human Touch 24:35 Leadership Shift 25:51 Volunteering for Purpose and Mentorship 27:43 Staying Calm 29:45 Freedom Through Travel and Adventure 32:35 Books Beliefs and Entrepreneur Advice 34:31 Work for Yourself Mindset Links: Ryan's Website: https://www.ryancrownholm.com/ The Hustle Trap: https://a.co/d/07LOoCEo  

21 Hats Podcast
It Took 25 Years to Get Here

21 Hats Podcast

Play Episode Listen Later Mar 24, 2026 49:47


Given everything going on in the world, you might expect a rough start to the year. But for Paul Downs, Jennifer Kerhin, and Jaci Russo, 2026 has actually begun quite well. In fact, Jennifer and Jaci say they're finally climbing out of what many owners call the Valley of Death—that long stretch when the business depends on you for everything and when it starts to outgrow your people and your systems. Exiting the valley can take a lot longer than people expect. Jennifer is seeing daylight in year 17. Paul says it took him 25 years, a quarter of a century. “Most of that time,” he admits, “I was just wallowing in ignorance.” One lesson they've learned the hard way: growing too fast can do real damage. “You burn out your employees,” Jennifer says. “You provide poor quality control to your clients. You make everybody upset and angry.”Along the way, the three owners cover a lot of ground: what actually makes trade shows worth the investment (hint: it's what you do before and after), why you may not be able to copyright that graphic design, why your logo needs a trademark, why Paul's Google traffic is holding up but his Middle East expansion is on hold, what Jaci has uncovered about the shocking cost gap in health insurance for her female employees, and why it's insane that business owners have to manage their employees' health insurance in the first place. It's a wide-ranging conversation—but underneath it all is a theme most owners will recognize: Progress doesn't always come from big breakthroughs. Sometimes it comes from surviving long enough to figure things out. 

PracticeCare
Eric Miller on Planning to Exit Your Practice

PracticeCare

Play Episode Listen Later Mar 17, 2026 31:20


One day you'll exit your practice. Exiting the way you want doesn't happen on its own. It takes preparation. My guest today is a financial planner for private practice owners. He helps his clients exit their practices how they want to, and he'll share his insights with us.Eric Miller is a seasoned financial planning professional with over 20 years of experience dedicated to empowering private practice owners and associates. As Co-Owner and Chief Financial Advisor of Econologics Financial Advisors, LLC, a Registered Investment Advisor, Eric specializes in strategic financial planning, including investments, retirement, asset protection, tax strategies, debt elimination, and business transition planning. A Registered Financial Consultant® (RFC) and graduate of Capital University, Eric is also a prolific author and speaker and has published countless articles, videos, and podcasts and is the bestselling author of How to Become a Financial Beast. He has presented at hundreds of events nationwide, and weekly hosts the Financial Beast Podcast.In this episode Carl White and Eric Miller discuss:The core ingredients in preparing to exitWhen practice owners should start the preparation processThe core mindset difference between those who prepare and those who do notWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Eric Millerhttps://www.youtube.com/c/FinancialBeastfacebook.com/econologicsfinanciallinkedin.com/in/ericisyourbfffConnect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

The Warrior Poet
#101: 24 Year-Old Founder Cries in Supermarket Before Exiting (Adam Rossi)

The Warrior Poet

Play Episode Listen Later Mar 17, 2026 77:52


Sri talks with Adam Rossi, who set a 2-year clock on founding a company after he graduated college. At 24 he started his entrepreneurial journey along with his young wife Laila. They eventually sold to a public company, achieving the exit every founder dreams of—but only after immense struggle. Adam tells the raw, unvarnished story: not being sure about making payroll—or even groceries. And about how to choose a life partner and what entrepreneurship can do to a marriage. Sri and Adam also talk about zero-to-one startups vs. acquisition, the flaws in our education system, and how younger generations should prepare for AI. 

The Capital Raiser Show
$100M+ in Self-Storage | John Manes' Playbook on Building & Exiting Smart

The Capital Raiser Show

Play Episode Listen Later Mar 16, 2026 24:09


In this episode of the Capital Raiser Show, Richard C. Wilson interviews John Manes, Chairman of StoreSuite LLC and a self-storage entrepreneur who has helped build over $170M in storage assets and created companies worth more than $300M—including two successful exits totaling $200M+. John shares the real story behind building and scaling a self-storage platform, from raising capital for his very first deal to assembling a portfolio that attracted major buyers. Along the way, he reveals how authenticity, relationships, and being in the right investor rooms helped him grow faster than traditional operators. In this conversation, you'll learn: How John raised $900K for his first storage deal and turned it into a $1.8M exit Why network proximity and relationships are critical for raising capital and scaling deals The strategy behind building and exiting $100M+ real estate platforms Lessons learned from costly mistakes with lenders, brokers, and deals How to stand out with investors in a crowded market Why transparency with investors matters more during tough cycles than easy markets John also discusses the mindset required to scale from small deals to large portfolios, how he approached major exits, and the operational systems needed to run a vertically integrated self-storage company. If you're raising capital, investing in real estate, or building a scalable investment platform, this episode offers a practical look at what it takes to grow, exit, and rebuild successfully in the self-storage industry.

Disney Deciphered: a Disney World planning podcast
Ep. 410 - Soarin' thru Epcot w/o Lightning Lanes

Disney Deciphered: a Disney World planning podcast

Play Episode Listen Later Mar 11, 2026 32:40


Epcot no LL Find us on Youtube - please like and subscribe!  Looking to plan a Disney World or Disneyland vacation? Let Joe do all the hard work for you, helping you get the best discount, at no cost to you as your travel agent. Get started by e-mailing josephcheung@travelmation.net today!  Episode Description We continue our series discussing how to tackle the parks without Lightning Lanes at our favorite park: Epcot. We pick our favorite entrance and discuss the strategies you can adopt which are entrance dependent. Plus we discuss how nice Epcot is at night and share one of Joe's favorite Disney dos. What do you rope drop at Epcot? Let us know by e-mailing disneydeciphered AT gmail DOT com, messaging us on social media, or leaving a comment on our Youtube page. You can also follow us on Instagram! Episode Notes (all timestamps are approximate) 1:46 - Epcot has two entrances 4:10 - International Gateway rope drop 9:59 - Post rope drop strategy 18:11 - Exiting the park 19:12 - Main Entrance rope drop 21:53 - Post rope drop strategy 26:37 - Which entrance do we prefer? 30:07 - Disney dos and don'ts   If we've helped you to plan your trip and you'd like to thank us we'd appreciate you considering a one time donation. Or if you'd like to receive bonus content, check out our Patreon page and our special subscriber only content! You can also support the show by buying tickets (if they're the best deal, of course) using our Undercover Tourist link or signing up for Mouse Dining through our link. If you like what you hear, please share and subscribe! Find us on Apple Podcasts, Spotify, TuneIn, PlayerFM, iHeartRadio, or Google Podcasts (please leave a positive review if you're enjoying the show), like our Facebook page, or follow us on Bluesky and Instagram! Connect with Leslie @TripsWithTykes on social media and Joe @asthejoeflies.

The John Batchelor Show
S8 Ep503: Alejandro Peña Esclusa of the Venezuelan opposition reports that following high-level US visits, Cuban assets began exiting Venezuela, with Delcy Rodriguez reportedly leading a directed government under US guidance signaling a major shift in in

The John Batchelor Show

Play Episode Listen Later Feb 23, 2026 1:49


Alejandro Peña Esclusa of the Venezuelan opposition reports that following high-level US visits, Cuban assets began exiting Venezuela, with Delcy Rodriguez reportedly leading a directed government under US guidance signaling a major shift in influence.1912 CARACAS