Podcasts about maximum value

2,970% growth sounds like a marketing story, until you see where it actually came from. Josh Wood didn't unlock it through more leads or bigger spend. He rebuilt how his firm operates—how he works cases, manage clients, and extract value at every stage. If you're ready to get serious about your growth and want a marketing partner that delivers proof over promises, head over to Rankings.io. We can help you get the right leads and dominate your market. On this episode, you'll learn: The system Josh built to drive consistency from intake through settlement.  Why constant client communication leads to higher outcomes (and more trust).  The no-pressure approach that converts more high-quality clients.  If you like what you hear, hit Subscribe. We do this every week. Buy tickets for PIMCON 2026: https://hubs.li/Q04bf9vT0 Subscribe to our newsletter:  newsletter.rankings.io Get Social! Personal Injury Mastermind (PIM) powered by Rankings.io is on Instagram | YouTube | TikTok

Corum Group internal email Selling your software or IT company is likely the most important financial decision of your life—and getting the right outcome requires more than just finding a buyer.   In this video, Corum Group—global leaders in tech M&A with over 40 years of experience—break down their proven 8-step global partner search process and the 7 key benefits that help founders maximize valuation, improve positioning, and create competitive buyer demand.   Learn how Corum's proprietary First Look program, deep buyer relationships, and unmatched market feedback loop help software CEOs achieve better outcomes—including higher valuations, stronger deal structures, and reduced risk.   Whether you're preparing for an exit now or planning ahead, this video provides a clear roadmap to ensure you get what your company is truly worth.   Key Takeaways Selling your company is not just about finding a buyer—it's about creating competition to maximize value Corum's First Look program allows early buyer feedback and can eliminate seller fees The 8-step global process ensures thorough preparation, positioning, and outreach Strategic positioning tied to market trends significantly improves buyer interest Market outreach generates valuable feedback that can reshape strategy or increase value Buyer outreach can lead to unexpected partnerships and revenue opportunities The Hiatus Program allows sellers to improve and re-enter the market at no additional cost Engaging both strategic and financial buyers creates multiple offers and better deal terms Case studies show dramatic valuation increases when using a competitive global process The ultimate goal is not just price—but optimal structure, terms, and long-term outcomes   Chapers 00:00 Introduction: The Most Important Transaction of Your Life 00:35 Overview of Corum's Global M&A Experience 01:05 Benefit #1: First Look Program & Early Buyer Feedback 02:00 Benefit #2: The 8-Step Global Partner Search Process 02:55 Benefit #3: Improving Positioning & Market Appeal 04:05 Benefit #4: Market Feedback That Drives Strategic Change 05:10 Benefit #5: Unexpected Business & Partnership Opportunities 06:20 Benefit #6: The Corum Hiatus Program Explained 07:25 Benefit #7: Creating Buyer Competition for Maximum Value 08:40 Case Study: From $25M to $80M Exit 10:00 Final Thoughts: Achieving the Optimum Outcome   Subscribe for more insights on tech M&A trends, valuation strategies, and exit planning.  

Andy Harris talks about his book "The Extraordinary Exit" and how to sell your business for maximum value. Andy is CEO of STS capital and advisor who helps business owners plan and sell their companies. Listen as he brings a practical perspective on what it takes to exit a business successfully. Host, Kevin Craine Do you want to be a guest? https://Everyday-MBA.com/guest Do you want to advertise on the show? https://Everyday-MBA.com/advertise

In this episode, we interviewed David Mitchell, Managing Partner of Hoss Tree Advisors, to talk about what it really takes to sell a tree service business. We dive into how companies are valued, what buyers are looking for, and the systems, leadership, and structure that can make a business more attractive to investors. Whether you're thinking about selling someday or just want to build a stronger, more valuable company, this conversation is packed with insights for tree service owners. Tune in to hear the full discussion and learn what could make your business worth more than you think. Join our FREE facebook group - Tree service marketing secrets! https://www.facebook.com/groups/treeservicemarketingsecrets Download our Ultimate Internet Marketing Checklist FREE: https://treeservicedigital.com/free-checklist/ Listen to our Podcast @ https://treeservicedigital.com/podcast/ Follow our new LinkedIn Page : https://www.linkedin.com/company/tree-service-digital-marketing/ David's contact info: (615) 625-1551 david.mitchell@hosstreeadvisors.com

Thinking about selling your fitness studio one day? The smartest move is to start preparing long before you're ready. In this episode of Sharkpreneur, Seth Greene interviews Mitch McGinley, Founder and CEO of Boutique Fitness Broker, who has guided countless entrepreneurs through one of the biggest transitions of their lives—selling their business. With experience spanning studios, spas, gyms, and beyond, Mitch brings both empathy and expertise to the exit process. In this episode, he shares common mistakes to avoid, trends shaping boutique fitness, and how to set up your business so it sells for the maximum value. Key Takeaways: → How selling a yoga studio opened the door to advising others. → The difference between being a broker, consultant, and advisor. → How biggest mistakes business owners make include having messy books, unclear HR, and being too tied to the business. → Why talking openly about selling makes deals easier and better. → How to turn a dragged-out deal into a multimillion-dollar exit. Mitch McGinley is a former studio owner, business broker and exit planning advisor specializing in boutique fitness. He originally worked in hotel management with Omni Hotels, and then with an investor who was flipping boutique hotels in San Diego. Shortly thereafter, he and his wife Karson bought their favorite yoga studio. During that time he began consulting in the boutique fitness industry, teaching seminars at Mindbody University and other fitness conferences all over the world, helping studio owners make better business decisions. After successfully selling his studio in 2019, he merged all of his worlds to create Boutique Fitness Broker, helping other entrepreneurs in this industry maximize their biggest payday. He has helped facilitate over 60 transactions in the past five years, with over $10M in transacted value in 2024 alone. Connect With Mitch: Website: https://boutiquefitnessbroker.com/ Instagram: https://www.instagram.com/boutiquefitnessbroker/ LinkedIn: https://www.linkedin.com/in/mitchmcginley/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Thinking about selling your fitness studio one day? The smartest move is to start preparing long before you're ready. In this episode of Sharkpreneur, Seth Greene interviews Mitch McGinley, Founder and CEO of Boutique Fitness Broker, who has guided countless entrepreneurs through one of the biggest transitions of their lives—selling their business. With experience spanning studios, spas, gyms, and beyond, Mitch brings both empathy and expertise to the exit process. In this episode, he shares common mistakes to avoid, trends shaping boutique fitness, and how to set up your business so it sells for the maximum value. Key Takeaways: → How selling a yoga studio opened the door to advising others. → The difference between being a broker, consultant, and advisor. → How biggest mistakes business owners make include having messy books, unclear HR, and being too tied to the business. → Why talking openly about selling makes deals easier and better. → How to turn a dragged-out deal into a multimillion-dollar exit. Mitch McGinley is a former studio owner, business broker and exit planning advisor specializing in boutique fitness. He originally worked in hotel management with Omni Hotels, and then with an investor who was flipping boutique hotels in San Diego. Shortly thereafter, he and his wife Karson bought their favorite yoga studio. During that time he began consulting in the boutique fitness industry, teaching seminars at Mindbody University and other fitness conferences all over the world, helping studio owners make better business decisions. After successfully selling his studio in 2019, he merged all of his worlds to create Boutique Fitness Broker, helping other entrepreneurs in this industry maximize their biggest payday. He has helped facilitate over 60 transactions in the past five years, with over $10M in transacted value in 2024 alone. Connect With Mitch: Website: https://boutiquefitnessbroker.com/ Instagram: https://www.instagram.com/boutiquefitnessbroker/ LinkedIn: https://www.linkedin.com/in/mitchmcginley/ Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode highlights how manure separation supports farmers in turning waste into value. Key takeaways include:Creating more usable products while strengthening sustainabilityApplying nutrients with precision and reducing emissionsSaving farmers time, storage capacity, and operational costsFor operations looking to maximize the potential of what their animals produce, manure separation is a strategic investment.Would you like to know more about Manure Management? Contact your GEA Dealer » Hosted on Acast. See acast.com/privacy for more information.

I have won many contracts by responding to an RFI.You can have similar success if you 'write for the win' during federal buyer market research.In this training, you'll learn:• How I my initial review of a Request for Information (RFI)• My step-by-step process for quick planning around an outline of the page layout• Ways I find to engage with the federal buyer before responding to an RFI or Sources Sought Notice___________________________________

Small details often decide how much a client truly recovers. Ramin Montakab shows how five simple shifts—brand, channels, audits, team, and compounding value—can add thousands to every case. From intake built on empathy to home visits that uncover overlooked damages, he highlights the overlooked strategies that change case outcomes. You'll learn:  The intake habits that raise conversions through empathy How referrals, SEO, reviews, and social feed each other Home visits and medical protocols that surface damages others miss Why thinking in compounding value changes your bottom line If you like what you hear, hit subscribe. We do this every week. Get Social! Personal Injury Mastermind (PIM) is on Instagram | YouTube | TikTok

Nick is proud to announce his new book, "Exit For Millions: The Private Equity Blueprint for Scaling and Selling Your Business for Maximum Value," which aims to level the playing field for founders when dealing with sophisticated buyers.  He shares the importance of taking time off to practice what he preaches about freedom and optionality and details the book's core focus: the "Scale to Sale™️" methodology with five pillars designed to transform a company into an investor-grade asset, ensuring founders achieve significant, generation-defining wealth and financial independence upon exit. KEY TAKEAWAYS Significant, generational wealth is created at the exit of a business, not just through operations, which requires shifting one's identity from operator to owner to be the "prize" and not the "prey". The Scale to Sale™️ methodology has five pillars: establish a clear end game; strengthen the foundations (remove complexity and risk); scale fast and expand value (accelerate growth); prepare and profit up (maximize valuation); and exit for the highest multiple. Buyers pay for proof, predictability, systems, and sustainable business models—not for potential alone. The goal is to build a predictable, repeatable, and sustainable business. Focusing on three core value levers—organic growth, strategic growth (e.g., debt/equity and partnerships), and multiple expansion (building the business to drive transfer value)—will give the highest bump in a company's valuation. BEST MOMENTS "If you can't build a business that works for you, you end up in a bit of a prison, right? So, you know, I like to be able to practice what I preach". "My mission here is to help founders, to help business owners transform their company into an investor-grade asset, something that an investor would see as valuable". "The core piece of what I'm trying to get across, is that point of optionality. So, even if selling is not where you're at right now, but you want to reverse engineer from a potential event like that in the future, then everything in the book is geared around that outcome". "They don't pay for potential. And people kind of think it's about what the business can become. Yes, it is, but it's about showing what the business can become with proof of what it has been". VALUABLE RESOURCES To get your copy of Nick's new book, go to https://nick-e4m.scoreapp.com/ Exit Your Business For Millions - Download This Guide: ⁠go.highvalueexit.com/opt-in ⁠ Nick's LinkedIn: ⁠https://www.linkedin.com/in/realnickbradley/ Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies. He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value business towards life-changing exits. This Podcast has been brought to you by Disruptive Media. ⁠https://disruptivemedia.co.uk/

Thinking about selling your company — now or in the next few years? In this episode, Bradley Frisk (Cypress Creek Capital Group / Raymond James) lays out the full exit playbook every founder should hear before taking a call from a buyer. We cover: • Prep that creates real enterprise value (often adding millions before you ever go to market) • How the deal process actually works — IOIs, LOIs, diligence, QofE, data rooms, buyer types • How to plan life after the exit so your net outcome — after tax, wealth transfer, and lifestyle — aligns with your goals ________________________________________ Who this episode is for: ✅ Founders of lower-middle or middle-market companies ✅ Owners fielding unsolicited offers ✅ Operators still 2–3 years away from selling — but want to be ready ________________________________________ Want introductions to professionals mentioned in the episode — or info on the upcoming BOSS (Business Owner Strategy Summit) on Oct 16?

Owners of small to medium sized businesses often find it hard to delegate management tasks. This is especially true of founders of the business. Here is a critical truth: to the extent you are engaged in management of the business, you are decreasing the value a buyer will pay for the business. A buyer wants a business that runs itself, not one that depends entirely on you and other owners. Full delegation of management responsibilities is not just a way to reduce your stress; it's part of Prior Diligence, a strategic move to unlock the maximum value of your business through a successful sale. How can you implement delegation of management? It requires a structured, multi-step approach that shifts responsibilities from you, the owner, to your capable business team. The first step is to audit what management work is done by owners over a period – perhaps a week, or even for a month. Identify the tasks that are urgent but not important – repetitive, non-strategic tasks such as routine administrative work, scheduling, or data entry. Also identify the important but not urgent tasks – strategic planning, monitoring of operations, and leadership activities – which are ownership tasks. Review the personnel available for delegation in terms of willingness to accept additional work, current skills, and potential for growth. Initially delegate urgent but not important tasks to the right individuals to successfully accomplish the tasks. The delegation must be a clear communication of the task and the expectation of performance. If the task is not described clearly, the performance may not meet the expectation of the delegator. On the other hand, if the performance desired is not clearly defined, it will be difficult to recognize the success of the accomplished task. The description of the delegated task should include quality standards, non-negotiable details of desired procedure, the action that defines accomplishment, and the specific time for completion. To avoid micromanaging or hovering, set regular milestones with specific metric standards that will indicate progress and be instances of mutual communication to prevent misunderstandings or failure to complete the task on time. Ensure the person receiving the delegation communication has the necessary authority (access to systems, permission to spend up to a certain amount, and decision-making power) and resources (tools, budget, and training) to complete the task without needing to constantly revert to you. If the task is new to the person receiving the delegated task, provide coaching or written procedural instructions as to how to accomplish the task. Where there are problems, the communication protocol should require the delegated party to offer a proposed solution to the problem presented. The delegation process is not complete until the task is finished and reviewed. Once the task is finished, meet with the employee and provide feedback. Praise effort and recognize accomplishment. Provide constructive guidance on what could be done to improve performance and accomplishment in terms of the specific task delegated and the goals of the business plan. Ask for feedback from the party having accomplished the delegated task to help you improve your delegation process. Utilize the success of this task accomplishment to build confidence and trust for both the delegating party and the party accomplishing the delegated task. As the individual demonstrates competence, gradually increase the complexity and scope of the tasks you delegate to the employee, transitioning from delegating a single task that is urgent but not important to delegation of an important function (for example, from running one report to being responsible for the entire monthly reporting process). The steps to implementing effective delegation of management tasks from a business owner to an employee of the business are: audit the tasks completed by an owner in a period, identify the tasks into two categories – urgent but not important and important but not urgent, review the personnel to receive delegated tasks for skills to accomplish the task and willingness to accept the delegation, delegate an urgent but not important task with clear communication, establish milestones to measure progress and signify times for communication, recognize accomplishment of the task with feedback recognizing effort as well as accomplishment, and receive feedback on your delegation process. You can be the owner who successfully delegates managerial responsibility to employees and thereby increases the probability of utilizing the Prior Diligence strategy and Dynamic Planning to receive the maximum value from your business interest. Complete information on the Prior Diligence strategy and Dynamic Planning is available at the Owning a Business Substack (rickriebesell.substack.com).

In this episode of WealthTalk, Christian Rodwell is joined by Omar Aswat, Chartered Tax Adviser and founder of ASWATAX, to unpack the urgent changes coming to Business Property Relief (BPR) in April 2026 and what they mean for business owners and property investors. Omar explains how the new BPR limits could expose significant business value to inheritance tax, highlights the practical steps you should be taking now, and delves into strategies like family investment companies, trusts, and smart incorporation. The discussion also covers the impact of Section 24 on landlords, practical tax-saving tips for business owners, and succession planning tools for those looking to future-proof their wealth. Whether you're scaling a business, building a property portfolio, or planning your exit, this episode is packed with actionable insights to help you stay ahead of the curve.Key TakeawaysMajor Change to Business Property Relief (BPR) in 2026From April 6, 2026, BPR will only exempt £1 million of value per trading company/group from inheritance tax (IHT); any value above will be taxed at 20%.Urgent need for business owners to review structures and plan ahead.Who Is Affected?Owners of trading companies/groups with assets above £1 million.Property investment companies already subject to IHT—this rule change doesn't benefit or worsen their position.Mitigation & Planning StrategiesFamily investment companies (FICs)Growth and freezer sharesDiscretionary trustsGifting, sale acceleration, and succession planningCase-by-case: bespoke advice is essentialSection 24 & Incorporation for Property InvestorsSection 24 restricts mortgage interest relief for personally held property; incorporation can offer tax savings but must be weighed against capital gains and stamp duty costs.Comparative calculations are vital before transferring property into a company.Inheritance Tax Allowances Explained£325,000 nil-rate band per person, plus £175,000 residence nil-rate band (if passing main home to direct descendants).Married couples can combine for up to £1 million, but the rules are technical and not inflation-linked.Family Investment Companies (FICs)FICs provide flexibility in dividend planning, control, and succession.Can be set up new or by converting existing companies; often used in combination with trusts for asset protection.Smart Moves for Business OwnersAlphabet shares for flexible dividend planning.Utilise directors' loan accounts, charge rent for company premises owned personally, and salary sacrifice schemes.SSAS pensions remain a powerful, underused tool.Planning for Exit or SaleEarly, proactive planning is essential—some reliefs require shares to be held for 24+ months.Options: third-party sale, management buyout, employee ownership trust (EOT), company purchase of own shares, or new holding company.EOTs: allow sale for 0% CGT if structured correctly, but success depends on a strong management team post-sale.Omar's Experience & PodcastOver a decade in finance, founder of ASWATAX (Leicester & London).Hosts “Talking Tax Podcast,” covering EOTs, IHT, R&D, and more.Contact DetailsWebsite: www.aswatax.co.ukEmail: omar@aswatax.co.uk or taxadvisory@aswatax.co.ukPractical TipsDon't delay—review your business and property structures now ahead of April 2026.Always seek bespoke, specialist advice before making structural tax decisions.Consider both current and future family/succession needs in your planning.Use comparative calculations to assess incorporation or restructuring benefits.Mention WealthBuilders if contacting Omar for tailored support.Resources MentionedJoin the Inheritance Tax Guide WaitlistWT103 - Employee Ownership Trusts w/ Chris BuddWT295 - The Exit Roadmap: How to Sell Your Business for Maximum Value w/ Chris SpratlingConnect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

In this legal-focused edition of The Rainmaking Podcast, Scott Love speaks with Camille Stell, co-author of Respect: Insights to Attorney Compensation Plans. Together, they explore why compensation is more than just numbers—it's about respect, transparency, and culture. Camille explains how lawyers often interpret pay as a measure of personal value, which can make compensation discussions emotionally charged. She shares insights into the complexities of law firm compensation, including the influence of multiple committees, the challenges of integrating laterals, and generational expectations around transparency. Camille also highlights how compensation strategies shape firm culture, impact collaboration, and affect retention and succession planning. She outlines emerging trends, such as rewarding team contributions, expanding non-equity career paths, and building transparency into comp systems. For law firm leaders, Camille suggests auditing current systems, aligning compensation with strategic goals, and increasing year-round communication to reduce the stress of “comp season.” Her practical guidance helps firms create fairer, more effective plans that balance individual rewards with long-term institutional success. Visit: https://therainmakingpodcast.com/ YouTube: https://youtu.be/8roVK-hYZ48 ---------------------------------------

In this episode of Bean There, Done That, host Phil Di Bella sits down with Vince Konig  and Jodie Castle from Link Business Brokers to unpack the realities of selling a hospitality business. From legal pitfalls to boosting your business's value, they share candid insights, real-life stories, and a step-by-step approach to becoming exit ready. Listeners will learn why selling a business is not just about finding a buyer, but about preparation, timing, and strategy — often months or years in advance. Whether you're a first-time café owner or a seasoned hospitality entrepreneur, this episode is packed with practical advice to help you get top dollar when you decide to sell. Key Topics & Themes What “exit ready” really means in the hospitality industry Common blind spots that reduce business value Legal, financial, and operational must-haves before selling The power of documented systems and processes Creative deal structures beyond a simple sale How emotions can derail negotiations — and how to manage them Current trends in café and restaurant valuations Why proactive planning beats reactive selling every time About the Guests Vince Konig – Co-director at Link Business Brokers Brisbane, specialising in hospitality sales with firsthand experience as a bar and restaurant owner. Jodie Castle– Business broker at Link with over 20 years in food service, manufacturing, and events. Passionate about empowering clients with the right strategy and preparation to achieve successful exits. Key Takeaways Start early – The best time to prepare for a sale is well before you want to sell Get your legals right – Secure a strong lease, register your IP, and choose the right business structure Know your numbers – Accurate financials are non-negotiable Systemise – A business that runs without you is worth more Be open to creative deals – Earnouts and vendor finance can unlock higher valuations Compliance counts – Contracts, insurance, and staff superannuation must be in order Proactivity wins – Engage a broker before you think you're ready Links & Resources Link Business Brokers – www.linkbusiness.com.au Link Business Brokers LinkedIn – https://www.linkedin.com/company/link-business-brokers-au/ Coffee Commune – www.coffeecommune.com.au Time-Stamped Highlights 00:00 – Introduction to Bean There, Done That and the Coffee Commune 00:36 – Meet Vince & Jodie from Link Business Brokers 02:10 – Why being “exit ready” starts from day one 04:48 – Legal must-haves: leases, licensing, and business structures 07:40 – Financial readiness: why up-to-date and accurate numbers matter 09:10 – How early appraisals can boost your sale price 12:50 – Blind spots: over-reliance on the owner & missing systems 14:40 – Key levers to maximise your business valuation 16:30 – Deal structures: earnouts, vendor finance, and partnerships 19:20 – The importance of staff contracts and compliance 22:12 – Managing the emotions of selling and buying 28:40 – Current café market trends and profitability realities 36:00 – Vince & Jodie's top advice for business owners considering a sale 38:30 – Closing thoughts: activity in the market & why now is a good time to prepare Produced by The Podcast Boss #HospitalityBusiness #CoffeeIndustry #BusinessBroker #CafeOwner #ExitReady #SmallBusinessSale #HospitalityTips

5 Smart Strategies to Exit Your Business with Maximum Value Thinking about selling your business? Whether you're a first-time entrepreneur or a seasoned owner, this episode of Franchise Fridays is your ultimate guide to building a business with a high-value exit in mind. Jeff Dudan breaks down the 5 essential strategies for maximizing your business sale—from building systems that don't rely on you to protecting your IP, eliminating buyer red flags, and most importantly… cash flow. Plus, why being part of a franchise system can supercharge your exit value—and how to avoid leaving money on the table if you're selling on your own. If you're building a business you'll one day sell—or even if you haven't thought that far ahead—you can't afford to miss this.  

5 Smart Strategies to Exit Your Business with Maximum Value Thinking about selling your business? Whether you're a first-time entrepreneur or a seasoned owner, this episode of Franchise Fridays is your ultimate guide to building a business with a high-value exit in mind. Jeff Dudan breaks down the 5 essential strategies for maximizing your business sale—from building systems that don't rely on you to protecting your IP, eliminating buyer red flags, and most importantly… cash flow. Plus, why being part of a franchise system can supercharge your exit value—and how to avoid leaving money on the table if you're selling on your own. If you're building a business you'll one day sell—or even if you haven't thought that far ahead—you can't afford to miss this.  

In this episode of *The Real Estate Note Show*, Dave and Nathan welcome investor David Meyerowitz to explore a powerful yet often overlooked niche: **structured settlements and lottery prize payments**. David shares how he transitioned from mortgage investing to purchasing guaranteed payment streams backed by top-tier insurance companies.**What you'll learn:**- How structured settlements work and where they come from.- The court-approval process that makes these investments highly secure.- Types of payment streams David buys: lottery winnings, legal fee payouts, life-contingent annuities, and more.- How investors can buy at a discount for steady, predictable returns.- Why this niche offers fixed-income style security without the headaches of property management.If you're looking to diversify your portfolio with safe, hands-off investments that still deliver strong returns, this episode will open your eyes to an alternative cash flow goldmine.To obtain this week's Real Estate Notes Show guest David Meyerowitz's information, use this link https://bit.ly/4l3Gyil**Never Miss a Live Show**, Add our Calendar to yours! Google - https://bit.ly/3Djr8GL Apple/Outlook - https://bit.ly/3Dhj9tyWe Buy Notes go to our site for more information! FAQs and Submit Your NoteWatch this video on Youtube: Watch VideoOur new Website Updated Tools, Resources, Bid Calculator, Education and over 100 assets for sale: ⁠https://www.jkpholdings.com/note-investor-education⁠Youtube Channel: https://www.youtube.com/c/JKPholdingsllc?sub_confirmation=1Upcoming Live Webinars: https://www.jkpholdings.com/webinarsDME (Diversfied Mortgage Expo) Note Conference Video Recordings - ⁠PurchaseSOCIAL MEDIAFB Group: https://www.facebook.com/groups/EastCoastDistressedNoteInvesting/Facebook: https://www.facebook.com/JKPHoldings/Linkedin: https://www.linkedin.com/company/jkp-holdings-llc#noteinvesting #mortgagenotes #investor #mortgagenote #realestate #realestateinvestor[00:00:00] Show Intro and Guest Update[00:01:07] Breaking Rules Buying in Chicago[00:02:03] Recent Influx of Note Assets[00:03:02] Unpredictable Note Performance Stories[00:04:13] Structuring Notes for Maximum Value[00:05:28] Importance of Compliance and Dodd-Frank[00:06:10] Hidden Property Issues on Street View[00:06:29] Shifting to Structured Note Investing[00:07:29] Guest David's Background Story[00:08:54] Birth of the Lottery Payment Market[00:10:16] Rise of Structured Settlement Annuities[00:12:23] Court Approval Process Explained[00:14:19] Evolution of Lottery Winnings Payouts[00:16:11] Buying Lifetime and Contingent Payments[00:17:27] Why Sports Contracts Are Risky[00:18:09] Interest Rates in Structured Settlements[00:19:32] Security and Risk in Payments[00:20:59] Competition and Pricing Challenges[00:22:42] Investing with Retirement Accounts[00:24:09] How Payments Are Serviced[00:25:19] Reselling Payments Without Court Approval[00:26:24] Rare Disputes and Resolutions[00:27:14] Buying Direct vs. Through Funds[00:28:07] No Reserves Needed for These Deals[00:29:20] Typical Returns Over Time[00:30:17] How Deals Are Sourced[00:31:32] Navigating Broker Relationships[00:31:52] Annual Deal Volume[00:32:34] Ways to Work with David's Company[00:33:27] Assignment of Payments Process[00:34:03] Minimum Investment Amounts[00:35:31] Matching Investor Payment Preferences[00:36:54] Why This is Great Fixed Income[00:38:24] Smallest and Largest Deals Ever[00:39:19] Secondary Market Advantage over Annuities[00:40:01] Market Fluctuations and Equity Plays[00:40:34] Buying Nationwide, Including Territories[00:41:32] Final Thoughts and Contact Info[00:44:00] Lazy Investing with Guaranteed Payments[00:44:32] Thank You and Closing Remarks

In this episode, Christian Rodwell welcomes Chris Spratling—seasoned entrepreneur, advisor, and author of “The Exit Roadmap: The Insider's Guide to Selling Your Business Profitably.” With over 30 years' experience in scaling, buying, and selling businesses, Chris shares vital insights on preparing for a successful business exit, maximising value, and planning for life beyond the sale.Key Topics & TakeawaysChris's Background & Relationship with WealthBuildersOver 30 years' experience in business exits and scalingLongstanding collaboration with Kevin Whelan and the WealthBuilders communityThe Seven Pillars of Wealth & Business as a PillarImportance of integrating business, property, and intellectual property in wealth strategiesUsing SSAS pensions and commercial property for long-term planningWho Chris HelpsFocus on ambitious SME owners (turnover £2M–£30M)Chalk Hill Blue's approach to scaling and preparing businesses for exitWhy Most Business Owners Struggle to Exit Successfully80% of personal wealth often tied up in the businessLess than 20% of businesses listed for sale actually sellCommon pitfalls: overestimating value, lack of preparation, misunderstanding buyer motivationsStages of Preparing for a Business ExitSeller Readiness: Clarifying motivations, financial needs, and post-exit plansBusiness Readiness: Building value through 10 key drivers (growth, scalability, recurring revenue, differentiation, reduced reliance on individuals/customers, strong processes, etc.)Process and Systems: Importance of automation, AI, and streamlining tasks to ensure business runs without the ownerQuick Wins for Business OwnersAssess current financial position and retirement gapUse Chalk Hill Blue's free Exit Readiness Survey for personalised feedbackFocus on one or two value drivers for immediate impactThe Role of AI and AutomationEmbracing AI for efficiency, productivity, and future-proofing business operationsReal-world examples from Chris's clients and his own accountancy practiceFamily Business TransitionsImportance of education and tailored succession planningCreating freedom and options before selling or stepping backTimeline for Selling a BusinessRealistic prep: 2 years to get “sale-ready,” plus 9–12 months to complete a saleMost deals involve staged payments and handover periodsFinding Buyers and Structuring the DealImportance of assembling a deal team (IFA, tax, legal, corporate finance)Different exit routes: trade sale, management buyout, employee ownership trust, family office, etc.Creating competition to maximise sale priceLife After ExitPlanning for the “next chapter” to avoid post-sale regret or loss of identityPractical TipsStart exit planning early—ideally at least 2 years in advanceFocus on building recurring revenue and reducing reliance on the ownerUse automation and AI to streamline processes and increase business valueEducate and engage the next generation for family business continuityAssemble a strong advisory team for the exit processResources MentionedGrab a copy of Chris Spratling's book: “The Exit Roadmap: The Insider's Guide to Selling Your Business Profitably” Check if you are you truly ready to exit. Take the Exit Readiness Survey It's a free, personalised exit readiness report.Contact Chris:Chris Spratling on LinkedinChris Spratling WebsiteWT103 - Employee ownership trusts w/ Chris BuddWT38 - The 8 Drivers Of Business Value - Richard PerryConnect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

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Thinking about selling your law firm one day? This episode is a must-listen. Kevin Daisey interviews Tom Lenfestey, attorney and founder of The Law Practice Exchange, who explains how law firm owners can prepare for a future sale even if it's years away. Discover what buyers actually look for, why you need 3–5 years to prepare, and how things like your website, brand, and systems can dramatically boost your law firm's value. Whether you're looking to retire, bring on a partner, or just want to improve how your firm runs, this episode is packed with insight.Today's episode is sponsored by Answering Legal. Click here to get started with your 400 minute free trial! Chapters (00:00:00) - Management Partners: How to Scale(00:00:33) - Law Firm Owners: How to Exit Their Firm(00:02:33) - Tom Linfesti on Law Firm Succession(00:05:52) - Is it Time to Exit Your Firm?(00:10:35) - Retirement Planning: The Valuation Process(00:14:59) - Law Firm Phone Calls(00:16:11) - Should I Sell My Law Firm?(00:20:31) - Brand and the law firm(00:22:36) - Law Firm Agency Sales: How to Make a Money Deal(00:27:07) - Law Firm Owners: More Options for Acquisitions(00:32:28) - Tom Flannery on the Law Practice Exchange(00:33:24) - The Managing Partners Mastermind(00:34:05) - Tom Flannery on the Future of Tech

In this episode of The Abundance Mindset, Vinney Chopra and Gualter Amarelo dive into one of the most overlooked keys to a successful business exit: selling the vision. It's not just about profits — it's about painting a clear, exciting future for potential buyers.   Vinney, who scaled his portfolio from $7 to $1.6 billion, shares how projecting a business's 5-10 year growth potential can unlock higher valuations and attract premium buyers. Gualter, author of Broke To A Quarter-Million, brings powerful real estate and flipping strategies that every business owner can apply — including creative negotiation tactics that leave room for upside without overspending upfront.   In this insightful conversation, you'll learn:

In this 1 hour CLE program during Clio's May 8, 2025 Solo & Small Firm Virtual Summit, Senior Attorney Match's Jeremy E. Poock, Esq. and Schwabe partner, Steve Horenstein, Esq., discuss how to value, sell, and purchase a law firm post-2020, together with the ethical rules associated with succession planning for lawyers.   Horenstein shares his first-hand experience after merging his Vancouver, WA practice with a regional law firm, Schwabe, in 2022.    Alex Bramos of Clio moderates the CLE program, including its Q&A session.   Topics include:   (1) How to value a law firm;   (2) The 3 options for selling a law firm;   (3) Important items to update and organize 12-24 months before selling a law firm;   (4) The top 5 mistakes to avoid before selling a law firm;   (5) The value of growth by acquisition;   (6) The 4 steps needed to achieve success post-sale; and   (7) The Professional Rules of Conduct associated with Succession Planning for Lawyers

Thinking about selling your plumbing business? Whether you're planning your exit now or years down the road, you need the right strategy to get the best deal. In this episode, I sit down with the experts at Commonwealth M&A, LLC to break down everything you need to know about selling your business for maximum value.

Profitable Exits: How to Build and Sell For Maximum Value with Cameron Bishop   Are you sitting on the edge of explosive business growth—but don't know how to scale profitably or exit wisely? Want to know how the pros turn $7 million companies into $400 million powerhouses while pocketing $100 million in profit? In this episode of The Profit Answer Man, we sit down with Cameron Bishop, a serial acquirer, turnaround expert, and strategic advisor who's bought, built, and exited dozens of businesses. From the front lines of private equity deals to the nitty-gritty of turnaround strategy, Cameron drops pure gold for any entrepreneur ready to grow smart, scale fast, and exit rich. Whether you're thinking about your first acquisition or preparing to sell your life's work, this conversation is your shortcut to clarity.   In This Episode, You'll Learn: Why acquiring a business isn't just for private equity players (and how YOU can do it). How to assess if a business is worth buying—and what red flags to avoid. Why most deals die in due diligence, not over price (hint: it's all about the details). The biggest mistakes business owners make when trying to sell (and how to prepare YEARS in advance). Why having clean books, clear systems, and competent leadership make your company far more valuable than just revenue. How to de-risk your business before you scale—or sell. What it really takes to grow from $7M to $400M in revenue (and $100M in EBITDA!).   Key Takeaways: Acquisitions are a strategic growth lever, not a gamble—if you understand what to look for. Culture and leadership matter more than you think when acquiring or exiting a business. You must plan your exit 3–5 years before you're ready to sell. Otherwise, you're leaving millions on the table. Profitability and simplicity beat growth for growth's sake—especially in a sale. Most sellers are unprepared. Buyers will see through the fluff, so get your house in order.   Who is Cameron Bishop? Cameron Bishop is a battle-tested CEO, investor, and M&A expert who scaled Intertec Publishing from $7M to $400M and $100M in EBITDA through 35+ strategic acquisitions. He's led turnarounds, advised billion-dollar firms, and now helps business owners maximize value through strategic exits. As a partner at Raincatcher, he specializes in helping entrepreneurs navigate the complex world of mergers, acquisitions, and business transitions.   Conclusion: Don't Wait to Build a Sellable Business If you're serious about scaling or exiting, this episode is a masterclass. Whether you want to grow through acquisition, clean up your books, or understand what really drives value in a sale—Cameron brings decades of wisdom to help you get there faster and with less risk.   Links: raincatcher.com    https://www.linkedin.com/in/cameron-bishop-19b6804/   Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page  Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst

What makes a business irresistible to investors? Adrian Mendoza, founder of Mendoza Ventures, shares his playbook for scaling and selling businesses. Learn why institutionalising finances and governance is a game-changer, how to identify repeatable revenue streams, and why documenting your business model can make or break your exit. "The goal is to find the landmines before they blow up." Watch full episode here: https://succession.plus/uk/podcasts-uk/exit-ready-essentials-how-to-institutionalise-for-maximum-value-with-adrian-mendoza/ Get started by knowing how sellable your business is right now. Check out our Business Sellability Scorecard to find out. Learn more about your ad choices. Visit megaphone.fm/adchoices

The collision industry is undergoing a major transformation…But what factors influence a successful merger or acquisition in this niche market?In this episode, David Roberts, founder and CEO of Focus Advisors, shares his journey from founding a leading collision center network to becoming a key player in the M&A advisory scene, guiding body shop owners through strategic exits.You'll discover:The surprising parallels between auto insurance and healthcare industries that shape M&A trends.How a VW van sparked a passion that fueled an entire career.Key strategies to turn a collision repair business into a desirable acquisition target.Why multi-shop operators have a unique edge in today's market.How rep and warranty insurance can facilitate smoother deal closures.

Too many business owners wake up the day after selling their company with one regret: 'I could have gotten more.' The difference between an average exit and a life-changing one comes down to strategy—and today, we're diving deep on how to get it right.I'm sitting down with Chad Morissette, an M&A expert who has advised on hundreds of business sales and helped founders maximize their exits. Unlike many advisors, Chad and his entire team have personally built and sold their own companies—meaning they actually understand what it takes to position a business for an optimal sale.In this conversation, Chad breaks down the most common mistakes sellers make, the factors that determine a company's true value, and how to ensure you're not leaving money on the table when it's time to exit.Whether you're years away from selling or already fielding offers, this episode will help you secure the best deal possible.In this episode, you'll learn:✅ The #1 reason most founders regret their exit—and how to avoid it.✅ Why your company is probably worth less than you think—and how to change that.✅ The key factors buyers look for when valuing a business (it's not just revenue).✅ Why working with an M&A advisor can mean millions more in your pocket.Show Notes: LifestyleInvestor.com/228Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Rich Dotson (@DynastyRich), Garret Price (@DynastyPrice), and Matt O'Hara (@DynastyMatt) are back with another insightful episode of the Dynasty Nerds Dynasty Fantasy Football Podcast, breaking down the tight end buys and sells you need to make in your dynasty fantasy football leagues!

Watch Here: https://youtu.be/IUebHfz3G-cAbout the Guest: Sanket Bhasin is an experienced entrepreneur and the managing partner of Spring Street Capital, a New York-based software-focused search fund. He has successfully built and exited two tech businesses and is now focused on acquiring and scaling vertical software companies in the energy and healthcare sectors. His expertise in scaling businesses, combined with his strong belief in long-term ownership and AI-driven efficiencies, makes him a compelling voice in the world of software acquisitions.Key Takeaways: Entrepreneurial Roots & Early Exposure – Bhasin grew up in Australia, spending Sundays with his father searching for businesses to buy, which sparked his lifelong interest in entrepreneurship.Successful Startup Experience – He founded and exited two software companies, Smart Therapist and Communicate This, gaining firsthand experience in solving niche industry problems with technology.Why Search Funds? – Bhasin chose the search fund model because it offered a structured pathway to acquire and scale a business while benefiting from investor mentorship and long-term strategic partnerships.Search Fund vs. Traditional Acquisition – Unlike solo acquirers using SBA loans, search funds allow for investor-backed mentoring, longer search times, and a built-in support system for new CEOs.The Appeal of Vertical Software – Bhasin focuses on acquiring mission-critical software companies in the energy and healthcare sectors, as these specialized businesses have strong customer relationships and high retention rates.Long-Term Hold Strategy – Spring Street Capital isn't built for quick flips; Bhasin emphasizes holding acquired businesses for the long haul, ensuring sustainable growth and strategic improvements.AI's Impact on Software Businesses – While AI is making coding more efficient, Bhasin believes that human ingenuity and decision-making remain irreplaceable, especially when it comes to designing software and setting strategy.Excitement for the Future – Bhasin sees the ongoing digital transformation as a massive opportunity, where businesses leveraging AI and software-driven efficiencies will thrive.--------------------------------------------------Contact Sanket onLinkedin: https://www.linkedin.com/in/sanket-bhasin/Website: http://www.springstcap.com/--------------------------------------------------

Watch Here: https://youtu.be/JhloU4oKlDgAbout the Guest: Todd Sullivan is the co-founder of ExitWise, a platform designed to help business owners maximize the value of their exits by connecting them with the best investment bankers, M&A attorneys, and advisors in their industry. A former entrepreneur with multiple exits—including deals with Microsoft and CBS—Sullivan is on a mission to level the playing field for founders and ensure they don't leave millions on the table when selling their businesses.Key Takeaways:Unsolicited Offers Are Often Lowball Ploys – Many business owners receive unsolicited offers that seem attractive at first glance but are often far below the company's true value. Having the right representation can dramatically shift these offers upward.Preparation Is Key – A successful exit doesn't happen overnight. Business owners should start preparing two to three years in advance, ensuring financials, operational structures, and data rooms are in order.The Right Team Makes All the Difference – Choosing industry-specific investment bankers, M&A attorneys, and advisors can increase deal success rates from under 30% to over 85%. These experts not only help navigate the process but also significantly boost valuation.Understanding Buyer Strategies Is Critical – Buyers are often seasoned dealmakers with playbooks designed to pressure sellers into quick decisions, unrealistic timelines, and one-sided terms. Business owners must learn to control the process and not be rushed into mistakes.Avoid Letting Ego Kill a Deal – Entrepreneurs can sabotage their own exit by overestimating their company's worth or refusing strong offers based on emotional attachment. An objective valuation and disciplined approach are essential.Earnouts and Employment Agreements Need Careful Structuring – Many entrepreneurs struggle when transitioning to employees post-sale. Structuring earnouts correctly can ensure smoother transitions and maximize financial benefits.The Exit Market Is Shifting – With private equity dry powder moving into lower middle market deals, competition for quality businesses is heating up. Those with strong financials, profitability, and growth potential will command the best multiples.Confidentiality in M&A Is Vital – Overexposing a deal by engaging too many buyers can damage business value and create unnecessary risks. A strategic, private approach to negotiations is far superior.--------------------------------------------------Contact Todd onLinkedin: https://www.linkedin.com/in/toddfsullivan/--------------------------------------------------

Book A Call With Us. Here's How We Can Help:Step 1: Get Your Current ValuationYour business is unique, so in order to determine your current valuation,  we'll guide you through a simple process that will uncover its strengths and weaknesses. By allowing us to get to know your business inside and out, you will gain an understanding of what factors are adding to, and destroying your business' value. By the end of this call, you will have a valuation for your company.Step 2: Discover Your Hidden Leverage PointIn our experience, small adjustments can have the biggest impact on your profits and valuation. These small items are often overlooked, and our proven system will expose the hidden leverage points that can unlock greater profits, cash flow and ultimately, a higher valuation.Step 3: Push Go and See the ImpactWith your leverage points established, it's time to implement the key items that will get the ball rolling—but it doesn't end there. We'll show you how to track your results and understand which key factors have the biggest impact. Once we've identified these factors, we can adapt the strategy as needed to maximize profits, cashflow, and have the biggest positive change on your valuation.Go here to book your call:https://danbradbury.com/sell-for-max-value/#bookcall

How does a pricing strategy impact a business's exit plan? In a recent podcast discussion with pricing expert Jenny Miller, the critical role of pricing in maximising business value and ensuring sustainable profitability, even under new ownership, was uncovered. One key lesson from the conversation highlighted the significance of systemised pricing and its role in building confidence for potential buyers. Jenny emphasised the need for businesses to demonstrate consistent and reliable revenue streams, strong profit margins, and the ability to manage and communicate price changes effectively. This approach ensures that pricing is not reliant on the owner and can be sustained under new leadership. Understanding the psychology of pricing and transitioning from time-based to value-based pricing also emerged as a strategic solution. By aligning pricing with the perceived value and outcomes for customers, businesses can position themselves as more attractive investments and command higher sale prices. Intrigued to learn more about optimising a pricing strategy for strategic growth and successful exit planning? For a quick health check and personalised tips, check out thepricingscorecard.com to kickstart the journey towards a sustainable and impactful pricing strategy. By incorporating these insights into their business approach, owners can enhance their pricing strategy, drive performance, and build confidence for potential buyers, ultimately maximising the value of their business. Watch the episode here: https://succession.plus/uk/podcasts-uk/jenny-millar/ Get started by knowing how sellable your business is right now. Check out our Business Sellability Scorecard to find out. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this solo episode, Shintaro dives deep into the economics of hosting martial arts seminars, drawing from his extensive experience as both a clinician and a gym owner. Shintaro breaks down the various pricing strategies, including flat fees and percentage splits, and discusses how to evaluate the value of a seminar, not just as a moneymaker but as a long-term investment in gym growth and marketing. He also shares personal stories and lessons learned from hosting high-profile athletes and lesser-known but highly skilled teachers. Whether you're a gym owner or a martial arts enthusiast, this episode is packed with insights on how to make seminars work for you. (00:00:00) Introduction (00:01:02) Flat Fee vs. Percentage Splits (00:05:30) Structuring Seminars for Maximum Value (00:07:02) The Role of High-Profile Clinicians (00:10:23) Balancing Marketing and Profit (00:17:30) Using Seminars as Retention Tools

Small businesses often operate as if their sole purpose is to fund the owner's lifestyle, but the most valuable companies are run with financial rigor. You may be years from wanting to sell, but starting to formalize your operations now will help you predict the future of your business. Then, when it does come time to sell, you'll fetch more for what you've built because acquirers pay the most for companies when they are less risky. There's nothing that gives a buyer more confidence than clean books and proper record keeping. In this episode we're diving into a fascinating topic that's often debated among business owners and that's the idea of running a private company like a public company. We'll explore what this means, the potential benefits and challenges, and whether it's the right strategy for your business.  And you'll hear how one business owner applied these principles to sell his business for a ton of money.What to listen to next:Episode 31 - Mastering Business Ownership: Ten Tips to Boost Your Company's ValueHey, Click Here to Send Us a Text MessageWant to discuss anything in this week's episode? Just send an e-mail to grow@schweiger.cpa. You can also follow us on Instagram and join our community on Facebook for bonus tips to grow your business,.And be sure to check out our website at www.TESKPod.com for bonus content and other tips to help you grow your business while enjoying the lifestyle you're entitled to.Disclaimer: This podcast and related materials are designed only to provide general information regarding the subject matter discussed during the podcast episodes. The statutes, authorities, and other laws cited in this podcast are subject to change. This podcast and related materials are not intended to provide tax, accounting, legal, or other professional advice to any specific person or entity. Any advice or opinion regarding the application of the subject matter for a specific person or entity should be provided by a competent professional advisor based on an application of the appropriate law and authorities to the facts and circumstances applicable to that person or entity.

Whether your growth idea involves starting a new business, a new product or service, or pivoting altogether, it's wise to begin with the end in mind. In other words, you need to know your exit strategy.    It might seem strange to think about an exit strategy when you are focusing on starting either something new or doing work in a new way. However, another effective and potentially lucrative growth strategy could involve your exit as a founder or leader, the exit of one of your business partners, acquiring another business, or selling yours.      While there are several myths about how to exit your business successfully, our special guest expert, Carl Nicpon says one thing is certain - “You only have one chance to get it right!”    Carl is a Managing Director at Marsh Creek, a boutique business brokerage and mergers and acquisitions advisory firm. His career journey from school counselor to third-generation business owner to Merger & Acquisition (M&A) advisor brings a wealth of diverse experiences to his clients.   In this episode, Carl debunks several myths about selling a business while also educating us about the selling process. This includes providing a foundation for understanding:  How to increase the value of your business, Why your business needs to be able to operate without you, When to start preparing to sell your business, and What EBITDA is and the pivotal role it plays in determining the value of a business, and   You've worked hard to build, grow, and scale your business. Discover how to achieve what Carl describes as “Freedom 2.0” by assembling the right team of experts that will guide you to selling your business at maximum value.  

Understanding who you serve, how you help, and the value you create is crucial. Establishing a framework and structure, and enhancing the customer experience through clear communication and analytics, unlocks significant value. Watch the full episode here

Brett Story has 20 years specializing in arming business owners, management teams and boards with the information they need to decide when to sell a business or raise capital, and then his team skillfully executes those transformative and often life-changing transactions. Brett Story shared in this episode: How M&A can help us realise a life changing sum when we exit our business How to find the right strategic buyer for your business How to value your business, and achieve the valuation in the sale process Definitions of key terms such as contingent purchase price, earn-out and, role-to-equity How to set up earn-out arrangements successfully The importance of being realistic with expectations The importance of carefully selecting the buyer who you will be partnering with going forward and how to do so. The mistakes that people make doing deals, and how to avoid them How to maintain some control post sale His life-changing question:  “What is the life I want to build?”  And how visualizing the answer to that question helped Brett manifest it. Why you should be discerning with who you spend time with. And much more….   Resources Mentioned In The Show: https://www.linkedin.com/in/brettstory/ Brett@Britehorn.com   If you would like more insights on profit maximization for your business, visit www.ProfitHive.com.au  

Are you stuck running your marketing agency, uncertain about how to level up or when to step away? Are you overwhelmed by figuring out how much your business is worth and whether selling is right? Essential factors to consider when selling include your interest in running the business, its potential for growth, and what buyers are looking for. But before you make any decisions, you must go through several evaluations to ensure you get the best deal. That's where having an advisor comes in handy. Jonathan Baker, M&A Advisor from Punctuation, a small advisory practice working exclusively with small to mid-sized independent marketing services firms, shares how he helps hard-working entrepreneurs make crucial decisions about their agency's future. Today, he will talk about determining the actual value of your business, when it is the right time to sell, and the steps necessary to maximize the potential payout you will get. Resources Exclusive for Marketer of The Day Listeners! Punctuation Website Jonathan Baker on LinkedIn

Discover the core principles of leadership and strategic planning in this episode of SaaS Fuel as Jess Mains sits down with Arthur Petropoulos – founder of Hillview Partners and a seasoned expert in investment banking and private equity, who shares his distinct perspectives on compassionate leadership and strategic business acumen within the SaaS industry.Arthur's transition from Wall Street to founding Hillview Partners highlights the need for a proactive approach when selling a business. With a track record of leading successful transactions, he leverages his expertise in business sales and capitalization, specializing in selling, exiting, and sourcing financing for privately held businesses across diverse sectors.Whether you're a SaaS founder looking to scale or an entrepreneur eager to navigate the SaaS landscape with a fresh perspective, this episode is tailored to spark innovation and guide you toward achieving growth with confidence and purpose.Key Takeaways[00:00:51] - Leadership Lessons From Jesus [00:03:05] - Lead by Serving [00:07:52] - Crafting a Strategic Business Sale [00:11:16] - Common Misconceptions About Selling a Business [00:17:10] - Acquiring a Company as a Platform [00:20:07] - Defining Objectives in Business Sales [00:27:47] - Growing a Profitable Company Agnostically[00:31:28] - Profitability vs Volume Sales [00:39:19] - Employee Incentives and Business Performance Tweetable QuotesBut whether you look at Jesus as a spiritual figure, a historical person, or as a leadership case study, there's no denying that he made an impact. His life offers profound leadership lessons for the modern world, inspiring teams through service, empathy, and quite a bit more.” - 00:01:20 Jeff Mains“Sometimes people think it's easier or that there's a deeper market than there is, but just as often people think that it's very hard or almost undervaluing what they have as well.” - 00:12:56 Arthur Petropoulos“I think data is undeniable at some point. If we say, okay, well, if it's a company that does this, here's where we're seeing the transactions. Here's where we've had transactions. These are the things that people are going to ask for. These are the pain points. These are the risks, the mitigants, the counterarguments. - 00:13:48 Arthur PetropoulosWhy do people like video games so much? Because you finish the level, you get to the next stage, your character gets enhanced, but there are very perceptible, tangible, incremental improvements along the way.” - 00:14:43 Arthur Petropoulos“So I think by virtue of focusing on the inputs to the support team of a company, ownership or leadership is taking responsibility to say, we are going to be the arbiters of the outputs and we are gonna take responsibility for what the outcome is.” - 00:46:29 Arthur PetropoulosSaaS Leadership Lessons1. Lead with Compassion: Leading with compassion, is a principle that echoes the teachings of Jesus. By ministering to the marginalized and demonstrating love as both brand and mission, it can cultivate deep loyalty and inspire their teams. In the tech industry, this approach can be especially powerful, encouraging innovation and commitment from a diverse team.2. Embrace a Diverse Team: Diversity in a team...

Are you considering structuring your revenue model like a SaaS to maximise business valuation and sustainability? Sean Tepper explored the importance of reshaping your business revenue model for long-term sustainability and increased business valuation. The main takeaway was the significance of transforming your service-based business into a recurring revenue model, similar to SaaS (Software as a Service). Sean's experience shed light on the challenges of running a project-based agency, where revenue relied solely on landing new projects. This led to a constant hustle for new projects and a lack of predictability in revenue flow. It became clear that structuring the business model to offer monthly recurring services would have resulted in a more sustainable and scalable venture. The transition to a SaaS model not only offers a more predictable revenue stream but also enhances the overall business valuation. By providing customers with a monthly recurring value, businesses can build a membership-like engagement, ensuring a steady flow of revenue and a loyal customer base. So, how can you evolve your service-based business into a recurring revenue model? What steps can you take to structure your revenue model to reflect the benefits of a SaaS offering? Watch the episode here: https://succession.plus/uk/podcasts-uk/sean-teppers-exit-lessons-learned-structuring-your-business-for-maximum-value/ If you would like to learn more about how to start preparing your business, then you can get more information here: It All Begins with Insights.

https://www.smartpokerstudy.com/pod481

Welcome back to the Real Estate Investing School Podcast! In this episode, Real Deal host Brody Fausett interviews Bowman Loo about a unique land development deal where Bo shares how he helped a developer secure financing for a master plan community by utilizing PID (Public Infrastructure District) financing. The two discuss the importance of municipal due diligence, understanding zoning and ordinances, and building relationships with city officials. Bo also emphasizes the value of strategic real estate investing and the potential for creative financing in various types of deals.  Overall, this episode provides valuable insights for investors interested in land development and financing strategies. Having a hard time finding deals in today's market? If so, book a free strategy call with us in the link below to see how we can help you! Show Links: Book a free real estate investing strategy call! No experience necessary. Check out the Real Estate Investing School Youtube Real Estate Investing School Instagram Brody's Instagram Bowman's LinkedIn Bowman's Instagram

In today's rapidly evolving cybersecurity landscape, where organizations of all verticals and industries are more and more being targeted, organizations must adopt a proactive approach to securing their systems and data. Penetration testing is an essential component of identifying vulnerabilities and weaknesses. However, many organizations fail to extract maximum value from their penetration tests, treating them as isolated events rather than continuous learning opportunities.This session aims to shed light on the concept of "Assume Breach" and explore how organizations can extract the most value from their penetration tests. By embracing the assumption that systems and users at some point will become compromised, organizations can develop a comprehensive security strategy that goes beyond a checklist approach.The session will feature real-world case studies and practical examples to illustrate successful Assume Breach penetration tests. Attendees will gain insights into developing a robust security strategy, optimizing resources, and aligning penetration tests with broader organizational goals.Whether you are a security professional, an IT admin, an MSP, or a business leader, this session will provide valuable insights to enhance your understanding of penetration testing as a continuous improvement process and empower you to strengthen your customer's security posture.Blog: https://offsec.blog/Youtube: https://www.youtube.com/@cyberthreatpovTwitter: https://twitter.com/cyberthreatpovWork with Us: https://securit360.com

Fan Bi sees 10 different ecommerce businesses every week and has seen ~1,000 in the last year. That's because Fan's job is to buy DTC brands for The Hedgehog Company, the aggregator where he's the CEO. He's got 4 now and looking to add. The upshot of all that? He has one of the deepest senses of the market for ecommerce brands of anyone I know, and he can tell you very quickly if your business is set up well for an exit. So on this week's episode, Fan and I talked through what makes a good DTC brand and what kind of multiples ecommerce businesses are getting today, all so that you can focus on the right metrics for maximizing the value of yours. EPISODE HIGHLIGHTS • [00:02:28] The meaning of life. • [00:05:11] Valuation of e-commerce businesses. • [00:08:09] Impact of investor preference. • [00:10:37] Early-stage valuation and investment. • [00:14:48] Valuing ROI and Exit Strategies. • [00:15:41] Valuing businesses based on EBITDA. • [00:19:32] Changing deal structures in acquisitions. • [00:22:06] Negative CAGR and business volatility. • [00:28:32] E-commerce business challenges. • [00:29:00] Lean operations in e-commerce. • [00:32:07] Revenue quality and valuation. • [00:35:33] Cash conversion and working capital. • [00:39:14] DTC advantages and scalability. • [00:42:31] Unfair advantages in e-commerce. • [00:45:56] Tough time to be selling. • [00:48:24] Building a business for scale and profit. EPISODE SPONSOR Add supply chain experts to your team at a drastically lower cost than you're expecting by hiring More Fractional Supply Chain, a service of my friends at More Staffing. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://morenow.co and use the code AJF20 to get 20% off your first 3 months. PREVIOUS AFP EPISODES REFERENCED • "Patrick Coddou Sold Supply" (Spotify, Apple) • "Dan McCormick Is Taking 'Build In Public' To A Whole New Level" (Spotify, Apple, YouTube) FOLLOW UP WITH FAN • ⁠Follow Fan on X: @LifeOfBi • Learn More About The Hedgehog Company: https://www.thehedgehogcompany.com/ FOLLOW UP WITH ANDREW Follow Andrew on X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@andrewjfaris⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Email Andrew: podcast@ajfgrowth.com Work with Andrew: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.ajfgrowth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ EPISODE MUSIC Music Intro: "⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tell Me Mama⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠" by The Devious Means Music Outro: "⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rusty Little Scissors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠" by The Devious Means

In this episode Deborah shares her personal experience of shifting from telling others what to do to inspiring them through questions and stories. Deb discusses redefining value and influencing people, emphasizing the importance of prioritizing important tasks, building rapport, proposing next steps, and showing gratitude. She highlights the significance of education and spot coaching for growth and success.    Whether you are a C-Suite Leader of today or tomorrow, take charge of your career with confidence and leverage the insights of The CEO's Compass: Your Guide to Get Back on Track.  To learn more about The CEO's Compass, you can get your copy here: https://amzn.to/3AKiflR    Other episodes you'll enjoy: C-Suite Goal Setting: How To Create A Roadmap For Your Career Success - http://bit.ly/3XwI55n Natalya Berdikyan: Investing in Yourself to Serve Others on Apple Podcasts -http://bit.ly/3ZMx8yw Questions to Guarantee You Accomplish Your Goals - http://bit.ly/3QASvymSee omnystudio.com/listener for privacy information.

Arthur Petropoulos is the Founder and Managing Partner at Hill View Partners, and our guest on this very special episode of Sweat Equity   Chapters/Timestamp Jumps by Otter.ai - Otter referral link https://otter.ai/referrals/AVPIT85N    Introducing Arthur Petropolis, managing partner at Hill View partners. 2:58 What advice would you give your 13 year old self? 7:27 Power business agent. 12:07 There's a lot of emotional attachment in these deals. 15:10 Do you find yourself as a pseudo psychologist navigating through these situations? 18:46 Saturation of attention spans in the AI era. 23:14 Why do you like working in this small business environment? 27:41 Are we in the era of corporate consolidation in banking? 31:59     Arthur Petropoulos founded Hill View Partners in 2016 after a successful tenure on Wall Street as an Investment Banker, Private Equity Investor, and Head of Mergers & Acquisitions and Corporate Development for a high growth Operating Company. Of note, Arthur served as the Co-Head of the Internal Private Equity group at Cantor Fitzgerald / BGC Partners, and was the Director of Corporate Development for a diversified Business Services Company.   Arthur works hand in hand with all clients, and has led numerous successful transactions in our sole focus area of Selling/Exiting and Securing Capital/Financing for Privately Held Family, Entrepreneur, and Small Investment Group owned Businesses generating $400k to $4 Million of EBITDA spanning from Software to Diversified Business Services to Distribution/Manufacturing, and all industries in between. Arthur is keenly aware of the challenges and potential pain in undertaking the Sale or Capitalization of a Business, and is dedicated to serving as the go to resource and subject matter expert for clients seeking to optimize their outcomes in an impactful and expedient manner.   Arthur is a Rhode Island native, having earned his undergraduate Business Degree from Providence College and his Juris Doctorate with a focus of Corporate Transactions and Finance from Roger Williams University School of Law.     Arthur Petropoulos' calls-to-action http://www.hillviewps.com   Episode sponsored by SQUARESPACE website builder https://squarespacecircleus.pxf.io/sweatequity by CALL RAIL call tracking https://bit.ly/sweatequitycallrail by BIGLY SALES - CRM + Email, SMS, Phone marketing https://biglysales.com/?via=law by LINKEDIN PREMIUM - 2 months free! https://bit.ly/sweatequity-linkedin-premium ---   Sweat Equity