Podcasts about sell your business

In this episode, we explore the best strategies for selling your e-commerce business and avoiding common mistakes that lower deal value.Frank Kosarek, Co-founder of BizPort, explains how to prepare for a successful exit by getting your finances and operations in order. He shares tips on finding the right time to sell, understanding what buyers look for, and using a simple formula to value your brand. Frank also talks about common deal structures and how his team uses AI to make selling faster and cheaper.Topics discussed in this episode:  Why investor demand for e-commerce remains strong. What two factors signal the best time to sell. What profit margins make brands more investable. How documentation gaps destroy potential deal value. How seller financing and earn-outs impact deals. What revenue levels change valuation multiples. How to prove brand equity with search data. How AI streamlines the business listing process. Links & Resources Website: https://biz-port.com/LinkedIn: https://www.linkedin.com/in/frank-kosarek-496929b0/Get access to more free resources by visiting the show notes at https://tinyurl.com/5n8sjadu______________________________________________________ LOVE THE SHOW? HERE ARE THE NEXT STEPS! Follow the podcast to get every bonus episode. Tap follow now and don't miss out! Rate & Review: Help others discover the show by rating the show on Apple Podcasts at https://tinyurl.com/ecb-apple-podcasts Join our Free Newsletter: https://newsletter.ecommercecoffeebreak.com/ Support The Show On Patreon: https://www.patreon.com/EcommerceCoffeeBreak Partner with us: https://ecommercecoffeebreak.com/partner-with-us/

From closing dinner conversations that changed his career trajectory to advising on transactions up to half a billion dollars, Channing Hamlet shares proven strategies for selling businesses at premium valuations through proper preparation, understanding sector-specific value drivers, and creative deal structures. In this episode of the DealQuest Podcast, host Corey Kupfer sits down with Channing Hamlet, Managing Director at Objective Investment Banking and Valuation, who has over 30 years of experience advising business owners on management issues, transaction execution, and business valuation. Channing's firm specializes in lower middle market transactions, typically ranging from $10-25 million up to $100-150 million in value. WHAT YOU'LL LEARN: In this episode, you'll discover how buyer expectations have dramatically shifted over 25 years and why preparation requirements for premium valuations have intensified. Channing explains why clean accounting is no longer optional, how financial projections can make or break your valuation, and the three key value drivers beyond revenue and EBITDA. You'll also learn creative deal structures that can save transactions when traditional financing becomes challenging. CHANNING'S JOURNEY: Channing's path into dealmaking started at the family dinner table, where his father frequently hosted business visitors for dinner conversations about deals and transactions. His pivotal moment came while working at Legg Mason doing M&A, when a patriarch from a third-generation family business pulled him aside at a closing dinner and shared how much the work had changed his family's life. That moment hooked him on helping entrepreneurs and family businesses navigate successful exits. KEY INSIGHTS: In the mid-1990s, private equity firms paid four to six times EBITDA. Today, good companies sell for 10 to 14 times EBITDA, but buyers expect sellers to show up polished and prepared. Channing identifies three major value drivers beyond EBITDA. First, understanding what drives value in your specific sector. Second, building predictability through recurring revenue and systematized operations. Third, clearly articulating your differentiation and unique value proposition. Financial projections matter because selling takes approximately nine months, meaning buyers pay based on projected results, not historical performance. A last-minute budget won't stand up to scrutiny. Channing also shares a creative deal structure where seller financing at 10% interest saved a transaction when traditional bank financing fell through. Perfect for business owners considering an exit in the next 3-5 years, M&A advisors working with lower middle market companies, and anyone wanting to understand what truly drives premium valuations. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/channinghamlet FOR MORE ON CHANNING HAMLET: https://objectivecp.com https://www.linkedin.com/in/channing-hamlet/ FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps [00:00] - Introduction: Channing Hamlet's journey from family dinner table conversations to investment banking [02:17] - Growing up around business deal discussions and choosing the outdoor life [03:45] - The closing dinner moment that changed everything at Legg Mason [08:19] - How the M&A landscape has transformed over 25 years [10:26] - Why buyer expectations and preparation requirements have increased [18:52] - Understanding sector-specific value drivers through the printing industry example [23:39] - Market outlook for 2023 and beyond [31:43] - The three legs of Objective's valuation practice[40:03] - Finding Objective Capital Partners and getting in touch Guest Bio Channing Hamlet is a Managing Director at Objective Investment Banking and Valuation, focused on leading the firm's valuation advisory service practice and transaction execution for its investment banking services practice. He is a results-driven executive with 30+ years of experience advising owners on management issues, transaction execution, and business valuation. Channing draws on a diverse background that includes direct management experience, strategy consulting, private equity investing, investment banking, and business appraisal experience to advise his clients. He is actively involved in the LA and San Diego business communities and has spoken at numerous organizations including EO. He was chosen as the Investment Banking Visionary for 2022 and 2021 in Banking and Finance magazine. Host Bio Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes Episode 350 - Tom Dillon: When NOT to Take Venture Capital Money: Explore valuation considerations and preparing for exit from a fractional CFO perspective. Episode 330 - Pete Mohr: Building Exit-Ready Businesses: Discover how to build a business that commands premium multiples through systematization and predictability. Episode 332 - John Martinka: Exit with Style, Grace, and More Money: Learn practical strategies for maximizing value when selling your business. Episode 339 - Solocast 74: Exit and Succession Planning: Corey's insights on preparing for successful business transitions and the importance of advance planning. Episode 88 - Internal Succession Deals: Explore options for transitioning business ownership to next-generation leadership. Keywords/Tags business valuation, selling a business, M&A preparation, EBITDA multiples, exit strategy, investment banking, lower middle market transactions, sell-side advisory, company valuation, premium valuation, buyer expectations, financial projections, value drivers, private equity, business sale preparation, transaction execution, family business sale, entrepreneurship, dealmaking, business growth strategies

Stop guessing what your business is truly worth and learn the core differences between the lower and upper middle markets and what drives a higher business valuation. Discover why professional buyers focus less on revenue and more on durable cash flow and why professionalizing your operations is your ticket to a bigger exit. Start working on your exit plan now to demand a better multiple later. View the complete show notes for this episode. Want To Learn More? Business Valuation Basics: 9 Critical Concepts to Understand Should I Use SDE or EBITDA to Value My Business for Sale? Business Valuation Checklist: 3 Traps to Avoid Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

What a great conversation I had with Jim Parker, known as 'The Lawn Boss'. Jim shares his 30 years of experience in selling lawn and landscape businesses. He emphasizes the importance of preparing a business for sale, including maintaining clean financial records and understanding buyer expectations. Jim discusses the evolving lawn care industry and the growing demand for professional services, urging business owners to plan their exit strategies well in advance to maximize their sale price. He also touches on the complexities of owner financing and retention clauses in business sales, providing valuable insights for entrepreneurs looking to sell their businesses.You can reach out to Jim for a free evaluation of your business by scheduling a call on his website www.thelawnboss.comKevin Saltersrootdevelopmentllc@gmail.com@rootdevelopmentllcYou Tube The Root DevelopmentJim ParkerThe Lawn Boss@jimthelawnbosswww.thelawnboss.com

Who Owns Your Digital Empire? Protect & Value Your Invisible Assets Before You Sell Your BusinessWelcome to ValuationPodcast.com—your go-to resource for navigating the world of business growth and valuation. I'm Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.In this episode, I sit down with Paige Wiest, CEO of Tree Ring Digital, to uncover one of the biggest blind spots business owners face today—digital asset ownership, continuity, and valuation.If you think “I know where my website is,” or “my marketing team handles that,” this conversation will open your eyes. Paige breaks down the hidden digital assets that can make or break your valuation, delay due diligence, trigger legal conflicts, or even destroy a deal entirely.We talk about:✔️ What digital assets actually are (it's far more than a website)✔️ Why owners lose control of their online presence without realizing it✔️ How digital chaos affects valuation, due diligence & post-transaction headaches✔️ Business continuity, digital continuity & avoiding operational breakdowns✔️ The rising importance of AEO (AI Engine Optimization)✔️ How small oversights—like a past employee's phone number—can cost you thousands⭐ 5 Key Takeaways1. Most business owners do NOT own or control all their digital assets. Logins, domains, hosting, ad accounts, social profiles, CRMs, and tools are often scattered, vendor-owned, or tied to former employees.2. Due diligence can break down without digital asset clarity. Buyers lose confidence when ownership is unclear—leading to retrades, lower valuations, or stalled deals.3. Digital continuity is as critical as operational continuity. If a vendor disappears or an employee leaves, businesses can lose access to websites, analytics, systems, or customer funnels.4. AI-driven search (AEO) will not replace SEO—but requires a clean, authoritative digital foundation. Without SEO fundamentals and trustworthy structured data, AEO strategies fall flat.5. Digital asset audits need to happen BEFORE going to market. Fixing gaps can take months (or legal battles), so owners should inventory and secure everything early.If you're preparing for a sale, planning expansion, or simply want to protect what you've built, this episode gives you the blueprint to regain control of your digital empire.Learn More & Download Paige's Digital Asset Protection Checklist:treeringdigital.com/valuationPaige Wiese (W-ee-s) is the founder and CEO of Tree Ring Digital, a top-ranked Denver-based marketing agency that develops high performance websites and digital marketing strategies for businesses nationwide. With 16 years of industry experience, Paige has seen companies and CEOs struggle to manage and maintain their assets through growth or transition. She hasrecently developed a proprietary digital asset management service to track and protect companies' over 200 data points. Paige is a dedicated speaker and mentor on the topics of brand protection and business growth.https://www.linkedin.com/in/paigewiese/https://www.treeringdigital.com/Connect with Melissa:Melissa Gragg  Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  Cell: (314) 541-8163Support the show

Are you building a business you could sell tomorrow, or are hidden mistakes quietly draining its value?In this episode, Bill joins a roundtable discussion with host Peter Levy, and other powerhouse leaders, including M&A dealmaker Alan Sharfstein, serial entrepreneur Bill Bartzak, strategic advisor Bill Barrett, and hands-on exit veteran John Peck. Together, they deconstruct the most urgent and overlooked truths about navigating the sale of your business, from killer red flags and ruthless buyer tactics to essential “owner's playbooks” for every stage.If you're tempted to DIY your deal, break this habit now. Tune in to protect your life's work, avoid devastating oversights, and hear real-world insights you won't find anywhere else. Listen now before the next buyer knocks. By then, you need to be ready.Timestamped Highlights[00:11] – The candid, emotional question that every seller must dare to ask[07:39] – How legendary entrepreneurs survived—and thrived—by switching lanes[09:47] – Why today's M&A market is exploding with both risk and opportunity[14:00] – The one “secret mentor” move that multiplies your business value overnight[21:27] – Shocking? How recurring revenue rewrites your exit story…or kills it[27:20] – The DIY disaster: True stories of owners who left millions on the table[34:07] – The “reverse diligence” test: Are you the buyer…or being bought?[41:12] – Fatal red flags, stealthy earnouts, and the non-negotiables in every deal[48:48] – When to bring your team into the trust circle—and how to handle it[54:28] – How top buyers quietly poach your secrets…and how to block themAbout the SpeakersPeter Levy is Senior Counsel at Mandelbaum Barrett, where he has called home for the past 11 years. As a trusted legal advisor and frequent moderator, Peter brings deep experience and pride in representing one of the finest law firms in the industry. With a longstanding reputation for strategic insight and an engaging, client-centered approach, Peter regularly facilitates panels and seminars for business owners, focusing on topics like exit strategies, business transitions, and personal growth within entrepreneurial careers. His perspective incorporates lessons from leading experts, blending practical business advice with inspiration from renowned thought leaders.

Happy Well Life Founder, Heidi Hackler, shares the twists and turns that took her from Seattle to a sailboat home in Mexico. Her story weaves together adventure, health challenges, community, and the deeper clarity that shaped her work as a functional medicine coach.Press play if you're craving a life that feels more grounded and less rushed. In this episode:Living aboard a 40-foot sailboat in MexicoWhy the Sea of Cortez is a world-class place to exploreNavigating community, culture, and change as a long-term expatWhat Mexican healthcare is really like for foreignersThe surprising benefits of slowing downHow nature helps reset the nervous systemDaily health habits that make a real differenceSimple breathwork for instant calm Connect with Your Host, JP: WebsiteFacebookXInstagramLinkedInShow Episode Highlights:00:54 Life Aboard a 40-Foot Sailboat in Mexico03:40 A Medical Emergency, Silver Linings, and Staying in PV07:20 How Locals Receive Newcomers  12:35 Life in the Marinas: Authentic Mexico vs Gringo Hubs15:57 Advice for Dreamers: Just Do It!19:06 Nature's Wisdom: Returning to the Outdoors for Better Health 21:59 Daily Health Boost26:08 Breathe, Connect, and Live Fully Resources: Get Your Copy of JP's BookThe Millionaire's Lawyer: Grow and Sell Your Business for Maximum Profitability  

You already know about independent sponsors and search funds, but the entrepreneurship through acquisition (ETA) trend is transforming the market. These buyers are sophisticated, well-funded entrepreneurs who buy businesses and ensure a quick succession plan and a smoother closing process for owners ready to retire. Listen to learn why these educated buyers are a powerful, focused group actively looking for businesses like yours. View the complete show notes for this episode.   Want To Learn More? M&A Guide | The 4 Types of Buyers of Businesses The Basics of Independent (Fundless) Sponsors in M&A Preparing Financial Statements When Selling a Business Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

What if you could sell your business, roll your profits into real estate, and build generational wealth — faster than you ever thought possible? In this episode of The Root of All Success, I sit down with Brian Truman, a commercial real estate broker, investor, and entrepreneur who has helped hundreds of founders turn business exits into long-term wealth. With decades of experience in business brokerage, negotiations, and multifamily deals, Brian breaks down: How to design a Life by Design (instead of letting your business run you) Why most business owners FAIL at planning their exit How to turn fear into action when investing in commercial real estate The simple wealth-building strategy anyone can start TODAY What founders MUST understand before selling their business The key to building generational wealth for your family If you're a business owner, investor, or entrepreneur looking to transition from business operator to wealth creator… this episode is a masterclass.

Did you know that you can sell your business without giving up your brand, your team, and your legacy? This episode introduces a unique type of buyer, one who invests in your business without taking it over. You'll learn how to get paid, keep running your company with its brand and culture intact, and have multiple opportunities for additional cash in the future.   View the complete show notes for this episode.   Want To Learn More? Business Exit Plan & Strategy Checklist | A Complete Guide M&A Basics: Building a Sellable Business M&A Guide | The 4 Types of Buyers of Businesses Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Lance Bachmann discusses his Build It to Sell It Playbook and strategies to build, scale, and sell your business...and repeat. Lance has helped over 1,000 contractors build their success by implementing systems and sales engines that make businesses exit-ready. Listen for three action items you can use today. 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

Ever wondered what goes on in a private investor's mind when they're evaluating your business? This episode takes you behind the curtain to get a buyer's perspective on what truly matters in a deal. You'll learn how to overcome a stubborn mindset, the importance of transparency, and why a buyer partnership might be exactly what you need. View the complete show notes for this episode. Want To Learn More? M&A Guide | The 4 Types of Buyers of Businesses 8 Signs You Aren't Ready to Sell Your Business Reducing Concentrations of Risk Before Selling Your Business Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Get your personalized AI Growth Cheatsheet here. Check out a great highlight from Jon's chat with Jason Fried, founder of 37signals.This clip is from episode 128, originally aired in May 2024. You can find the original episode at this link, or on your favourite streaming platform.___Follow JD across social: LinkedIn | Facebook | TikTok | Instagram | YouTube | ThreadsSubscribe to JD's newsletter here.Get a free Marketing ROI Checkup with JD's team here.Grow your business with JD's marketing agency Influicity here.Learn how to drive revenue with social media with the 15-day challenge here.Download JD's free business playbooks here.Get JD's bestselling book, Marketing Superpowers here. Follow JD across social: LinkedIn | Facebook | TikTok | Instagram | YouTube | ThreadsSubscribe to JD's newsletter here.

Thinking about selling your business but not sure where to start?Understanding how to sell your business the right way can mean the difference between walking away with what it's really worth, or leaving thousands on the table. In this episode, Jose Luiz Morales sits down with Shawn Ahrabi, a business sale and valuation expert, to walk you through the full business sale process explained clearly and confidently so you can achieve a smooth, profitable exit.What you'll learn: ✅ Discover how to sell your business step by step — from valuation and pricing to finding qualified buyers and closing deals that make sense.

Industrial Talk is onsite at DistribuTech 2025 and talking to Matt Bradbury, Managing Director at Business Acquisition & Merger Associates about "Sound Merger/Acquisition Solutions ". Scott Mackenzie hosts the Industrial Talk podcast, celebrating industry professionals and featuring Matt Bradbury, a seasoned M&A expert with 20 years of experience and $2 billion in transaction value. Bradbury's firm focuses on manufacturing, distribution, and B2B services, with 80% of clients having blue-collar workforces. He discusses the growing demand for electrical infrastructure due to increased data center needs and the impact of reshoring and nearshoring on manufacturing. Bradbury emphasizes the importance of smart power generation and automation in meeting these demands. He can be reached at matt@buysellyourbusiness.com or 704-905-0565. Action Items [ ] Follow up with Matt Bradbury on LinkedIn (Matthew Bradbury) to stay updated on his firm's activities and industry insights.[ ] Connect with Matt Bradbury at Buy, Sell Your Business (matt@buysell-yourbusiness.com) to discuss potential M&A opportunities in the utility services space. Outline Introduction and Welcome to Industrial Talk Podcast Scott MacKenzie welcomes listeners to the podcast, celebrating industry professionals and their contributions.The podcast is sponsored by Siemens Smart Infrastructure and Grid Software Services, encouraging listeners to visit siemens.com for more information.Scott MacKenzie mentions the podcast is being broadcasted from Distribute Tech in Dallas, Texas, and expresses his enthusiasm for utility-related topics. Introduction of Matt Bradbury and His Firm Scott MacKenzie introduces Matt Bradbury, who has extensive experience in mergers and acquisitions (M&A) in the utility services space.Matt Bradbury shares his background, mentioning he started his firm 20 years ago and has sold about 215 companies, with a total transaction value of almost $2 billion.His firm focuses on manufacturing, distribution, and B2B services, with 80% of their clients having a blue-collar workforce.Matt Bradbury is based in Charlotte, North Carolina, and discusses the importance of the utility industry and the need for infrastructure updates. Expectations and Importance of Distribute Tech Scott MacKenzie asks Matt Bradbury about his expectations and the importance of Distribute Tech.Matt Bradbury explains the 20-year tailwind of needing to update electrical infrastructure due to increased demand from data centers and AI.He shares an anecdote about a data center operator in California who mentioned the lack of available power during a fishing trip.Matt Bradbury discusses the importance of private equity groups and the qualities he looks for in partners, emphasizing the need for smart, humble, and approachable groups. Challenges and Opportunities in the Utility Industry Scott MacKenzie and Matt Bradbury discuss the challenges and opportunities in the utility industry, including the need for more power generation and the impact of reshoring and nearshoring manufacturing.Matt Bradbury mentions the importance of retaining tribal knowledge and marketing the trades as a viable career option.Scott MacKenzie highlights the innovation and automation taking place in the industry, which offers global opportunities for professionals.They discuss the complexities of managing distributed solutions and connected generation, and the role of technology in improving efficiency. Future Trends and Technological Solutions Scott MacKenzie and Matt Bradbury discuss future...

Most business owners don't think about selling until it's too late to fix what buyers actually care about. In this episode of Masters of Home Service, Daniel Dixon, CEO of SendJim, and Forrest Derr, Fractional COO at Derr Consulting, join host Adam Sylvester to talk exit strategy. They break down how to build a business that's worth buying—from setting up systems and defining clear roles to building recurring revenue that increases long-term value. New to Jobber? Masters of Home Service listeners can claim an exclusive discount for Jobber at http://bit.ly/4kAzgm0

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

Most founders want to sell their business someday. But very few actually build something that's sellable.In this episode of the CEO Sales Strategies Podcast, Doug C. Brown sits down with Alexis Sikorsky — a founder who exited a software business for over $100M — to break down how to prepare for private equity without giving up control.We cover: ✅ What buyers actually value ✅ How to make your company less dependent on you ✅ When to start preparing (it's not when you think) ✅ The mindset shift that separates $5M businesses from $50M ones ✅ What it really means to “dress the bride”This is essential listening if you're building toward freedom, scale, or a potential exit.

Did you know that a tax benefit, the Qualified Small Business Stock (QSBS) tax exclusion, can save you millions? Discover how properly structuring your company from the start can lead to a tax-free sale of your C Corporation, potentially saving you millions. You'll learn the crucial steps to take now to prepare for a successful and highly profitable exit later. View the complete show notes for this episode. Want To Learn More? Allocation of Purchase Price & Taxes When Selling a Business Business Exit Plan & Strategy Checklist | A Complete Guide Why You Need to Consider Taxes Before Selling Your Business Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

In this episode of the Expert Network Team podcast, we're joined by Jeff Eliason, Managing Director at SDR Ventures, to unpack the full process of selling your business—and how to position yourself for not just one, but two potential payouts. Jeff breaks down what it means to “run a process,” how to prepare for a successful exit, and why recurring revenue businesses are hot in today's M&A environment. Plus, Jeff Krommendyk shares a firsthand account of navigating an earnout with his own business. You'll learn: - What investment bankers really do - How to protect your valuation during due diligence - Why boring businesses with moats attract serious buyers - What the “second bite of the apple” really looks like - Why AI and recurring revenue are shaping today's deals This episode is a must-listen for business owners exploring succession, sale, or scaling. Geoff S. Eliason, Principal SDR Ventures geliason@sdrventures.com 720.221.9220 Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comTaylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008tsmith@goodspeedmerrill.comwww.goodspeedmerrill.com Jeff Krommendyk, Insurance ExpertWorking with business owners and successful families in transferring riskOne Digital Insurance Agency(303) 730-2327jeff.krommendyk@onedigital.comKarl FrankFinancial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxedCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) 690.5070karl@assetsandincome.comWebcasts, Podcasts, Streaming Video, Streaming AudioA&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.

If you're an entrepreneur with a sale in your future, this video will literally add millions of dollars to your bank account.   Drawing from my experience of selling my business for $16 million, I discuss five key points: selling when things are good, setting terms upfront, acting experienced, treating the sale like dating, and removing yourself from the business.    I also highlight common mistakes and alternative options for financial security without selling. This comprehensive guide aims to help entrepreneurs achieve life-changing exits by implementing these practical tips.   00:00 Introduction: My $16 Million Business Sale 01:32 Why Timing Matters: Sell When Things Are Good 06:51 Setting Your Terms: Avoiding Costly Mistakes 10:55 Emotional Framing: Getting Buyers Excited 15:03 Choosing the Right Buyer: Treat the Sale Like Dating 21:36 Removing Yourself: Ensuring Business Independence 24:32 Conclusion: Maximizing Your Business Sale   If you own an ecom brand looking to get to $1M per year, check out my free playbook at https://capitalism.com/playbook-yt   RYAN: Instagram ► https://www.instagram.com/ryandanielmoran/ Facebook ► https://www.facebook.com/ryandanielmoran/   CAPITALISM.COM Instagram ► https://www.instagram.com/capitalismdotcom/ Facebook ► https://www.facebook.com/capitalismbethechange/   THE PODCAST On iTunes ► https://www.capitalism.com/itunespodcast On Spotify ► https://www.capitalism.com/spotifypodcast On Stitcher ► https://www.capitalism.com/stitcherpodcast  

Hope you're having a winning week! We're back with this week's

LightSpeed VT: https://www.lightspeedvt.com/⁣ Dropping Bombs Podcast: https://www.droppingbombs.com/⁣ ⁣ You're here because you want to win—big. Brad Lea doesn't mess around. In this episode, he sits down with James “Amo” Amorosi to tear into his unconventional journey from fighter to hedge fund and private equity leader, the power of mindset, the AI-driven valuation of businesses, his mission to help pro athletes build lasting wealth, and why investing in people matters as much as the numbers, delivering the unfiltered truth you won't find anywhere else. No fluff, just real talk and actionable steps to crush it in business and life.⁣ ⁣ James' links⁣ https://www.instagram.com/james_amo_amorosi/?hl=en⁣ https://linktr.ee/jamesamoamorosi⁣ ⁣ Brad Lea is a self-made entrepreneur who turned small-town grit into a multi-million-dollar empire. With over 25 years dominating sales and leadership, he's mentored thousands to outsmart, outwork, and out win their competition. His top-rated podcast, Dropping Bombs, brings raw, game-changing insights from the biggest names in business.⁣ ⁣ LightSpeed VT is Brad's brainchild—the world's leading interactive training platform. It's built to make your team sharper, faster, and more effective, without wasting time or money. Whether you're a startup or a Fortune 500, LightSpeed VT is how you scale success and dominate your industry. Curious? Check it out:⁣ https://www.lightspeedvt.com/⁣ ⁣ Brad's also behind Closer School, the go-to program for mastering sales and closing deals like a pro. Want to 10x your income? This is where you start. His book, The Hard Way, lays out the brutal, honest lessons he learned building his empire—your blueprint to winning the game. Get it here: https://bradlea.com/product/the-hard-way/⁣ ⁣ This isn't just a video. It's a wake-up call. Watch it. Share it. Act on it.⁣ Closer School: https://www.closerschool.com/cs

Selling your business? This tax rule could let you pay zero in capital gains taxes—but only if you plan ahead. In this episode, we explore how the Qualified Small Business Stock (QSBS) exclusion just got supercharged under the new tax law. You'll learn how restructuring into a C corp and holding stock for 5+ years could eliminate your entire tax bill. We break down built-in gains, double taxation trade-offs, and real-world examples that show how to save millions legally. If you're planning a sale in the next 5–10 years, this strategy is a game-changer.   Next Steps:

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

Nick's journey from a life-altering accident to becoming a Web3 innovator is proof that anyone can break through confusion and fear to find real opportunity. His hands-on experience demystifies blockchain, offering practical steps and hard-won wisdom to help you navigate the risks and rewards of this new frontier.Tune in as JP and Nick break down what Web3 really means, how to get started safely, and why the next big thing online might just be yours for the taking—press play and step into the future. Connect with Your Host, JP: WebsiteFacebookXInstagramLinkedInShow Episode Highlights:02:36 Understanding Web305:18 A Turning Point: Nick's Journey Into Crypto 12:38 Security and Onboarding in Crypto26:51 The Future of Web3 37:31 Advice for Crypto Investors40:53 Lessons Learned Resources: Get Your Copy of JP's BookThe Millionaire's Lawyer: Grow and Sell Your Business for Maximum Profitability  LinksCentivize.io

"Send me a text"Thinking of selling your supplement brand? In this episode, we break down what it really takes to position your business for a successful exit—from financial prep and operational cleanup to finding the right buyer and maximizing valuation. Whether you're years away from selling or ready to take offers, this is your roadmap to a profitable transition.Key Takeaways:What buyers look for in a supplement brand (and what turns them off)How to boost your valuation before listing your businessThe importance of clean financialsHow to decide if you should use a broker or go directCommon pitfalls to avoid during the selling processIf you're interested in working with me one-on-one to improve your supplement business. You can learn more at https://creativethirst.com After working with dozens of dietary supplement brands, I've uncovered the three critical funnels needed for success. Click here to discover the 3 funnels that can help your health supplement business succeed.If you're interested in working with me one-on-one to improve your supplement business. You can learn more at my website https://creativethirst.comGetting people to your sales page or funnel is how you grow a direct-to-consumer supplement company. But how do you get them there?The quickest way to do that is through paid advertising.Buying buyers with ad dollars to scale is how all the supplement businesses do it.Now you can discover the strategies and tactics that work in supplement advertising.For just $7.Click here to grab your copy of the Health Supplement Ad Swipe Guide.

So you think you want to sell your business? And no, the likelihood of you deciding to sell and actually closing on the sale in a month is unrealistic. What should you prepare for? What should you expect? When should you begin? Join Ruth Mannschrek, who was shocked by the entire sales process, who gives you the answers to these questions and more…so you don't have the same misconceptions and make the mistakes she did. Free P&L Statement and Balance Sheet https://tinyurl.com/2rjd6wxu Ruth King Twitter - @RuthKing LinkedIn - https://www.linkedin.com/in/ruthking1/   Podcast Produced by Nick Uttam https://www.linkedin.com/in/nick-uttam-4b33a1147

My mission at Wealth Formula Podcast is to provide you with real financial education. You may have heard of something called the Dunning-Kruger curve. In short, when you start learning something new, you know that you don't know anything. That's the safe zone. The dangerous part is what I call the red zone—when you've learned just enough to think you know a lot, but really… you don't. Then, eventually, if you keep learning, you get to the point where you finally realize how little you actually know—and how much more there is to understand. That's kind of where I am now. And so, the only thing I can do—and the only thing I encourage you to do—is to keep learning more than we knew yesterday. Take this week's episode. We're talking about Employee Stock Ownership Plans, or ESOPs. Until recently, I didn't fully understand how they worked. And I'd bet most business owners don't either. Which is exactly why this episode matters. Even if you don't currently own a business or a practice, I still think it's important to learn about strategies like this—because someday you might. And in the meantime, you're expanding your financial vocabulary, which is always a good investment. So, what is an ESOP? At its core, an ESOP is a legal structure that allows you to sell your business to a trust set up for your employees—usually over time. It's a way to cash out, preserve your legacy, stay involved if you want to, and unlock some massive tax advantages in the process. But before we talk about all the bells and whistles, let's address the number one question that confuses almost everyone—including me: Where does the money come from? If you're selling your company to a trust, and your employees aren't writing you a check… how the hell are you getting paid? Here's the answer: You're selling your business to an ESOP trust, which is a qualified retirement trust for the benefit of your employees. That trust becomes the buyer. But like any buyer, it needs money. So how does it pay you? There are two main sources: Bank financing – Sometimes, the ESOP trust can borrow part of the purchase price from a lender. Seller financing – And this is the big one. You finance your own sale by carrying a note. That means you get paid over time, through scheduled payments—funded by the company's future profits. The company continues to generate cash flow, and instead of paying it out to you as the owner, it pays off the loan owed to you as the seller. So yes—it's a structured, tax-advantaged way to convert your equity into liquidity using your company's own future earnings. You're not walking away with a check on Day 1—but you are pulling money out of the business steadily and predictably, often with interest that beats what a bank would offer. And here's the kicker: If your company is an S-corp and becomes 100% ESOP-owned, it likely pays no federal income tax, and often no state income tax either. That means a lot more money stays in the business—available to fund your buyout faster. If you're a C-corp, you might even qualify for a 1042 exchange, which can defer or eliminate capital gains taxes entirely if you reinvest the proceeds in U.S. securities. And here's something the experts probably won't say out loud—but I will: This isn't always about selling your business. Sometimes, it's just a very clever way to get money out of your business and pay less tax. You'll hear ESOP consultants talk about legacy and succession planning—and that's all true and valuable. But in reality, some owners use ESOPs as a pure tax play. They stay in control, they keep running the business, and they simply create a legal structure that lets them pull money out tax-efficiently while rewarding employees along the way. Think of it less like a sale and more like a smart internal liquidity strategy. You still own the culture. You still drive the direction.

Jordan Whelan is a marketing maverick and emerging musician who transformed a debilitating health diagnosis into a profound spiritual awakening. Through rigorous research, holistic healing, and a fearless commitment to personal transformation, he reversed a chronic condition that was set to dramatically alter his life, proving that our bodies possess extraordinary regenerative capabilities.Tune in as JP and Jordan explore how meditation, energy healing, and intuitive practices can unlock unexpected personal transformations as well as strategies for healing, manifesting abundance, and reconnecting with your authentic self in a world increasingly dominated by digital noise and disconnection. Connect with Your Host, JP: WebsiteFacebookXInstagramLinkedInShow Episode Highlights:01:22 From Chronic Illness to Spiritual Awakening05:57 Quantum Creativity: Metaphysical Music Creation14:34 Psychedelics and Consciousness26:14 The Evolution of Human Consciousness 34:15 AI and Human Connection38:23 Reclaiming Human Interaction Resources: Get Your Copy of JP's BookThe Millionaire's Lawyer: Grow and Sell Your Business for Maximum Profitability

Have you ever considered selling your business? If so, right now is a great time. But you·re going to want to put some forethought and effort into it· so that you can maximize how much you can get for it. On today·s ·5 ways to monday· podcast, Rich i

In this episode, I get into the critical topic of when not to sell your business. We'll explore various scenarios that indicate it's not the right time to exit, including emotional burnout and declining financials. I emphasize the importance of having a business that runs independently of you, and discuss the factors that can impact your business's valuation, such as employee satisfaction and dependency on key clients. Additionally, I highlight the significance of solid financials, properly documented SOPs, and understanding market trends in mergers and acquisitions. Listen in as I provide actionable insights to help you make informed decisions and ensure your business is a valuable asset whether you decide to sell now or in the future. Don't miss out on practical tips to prepare your business for a profitable exit strategy in the years to come.   What You'll hear in this episode: [0:45] Preparing Your Business for Sale [1:35] When Not to Sell Your Business [3:05] Key Considerations Before Selling [4:25] The Importance of Founder Independence [7:35] External and Internal Factors in Selling [9:25] Planning for Post-Exit Life   If you like this episode, check out: Build Like You're Selling When to Get a Business Valuation Done The Steps to Selling a Business   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

In this episode of the Know Your Why Podcast, Dr. Jason Balara speaks with Saul Cohen, a seasoned accountant and acquisition advisor who helps entrepreneurs grow and exit their businesses with purpose. Saul shares his journey into entrepreneurship and consulting, reflecting on the early influences that led him to support small- and medium-sized business owners through strategic acquisitions. The conversation explores how the digital age has reshaped business operations, the importance of sound accounting practices, and the emotional complexities of business exits. Saul also emphasizes the entrepreneurial mindset and why more education is needed to support aspiring business owners in today's fast-paced economy.Key Highlights:- Entrepreneurs are the true drivers of economic progress, yet they often lack proper education and resources.- Understanding business valuation is critical to long-term financial growth and a successful exit.- Quality financial records and clear accounting practices can significantly boost business value.- Strategic acquisitions are a powerful path to scaling a business—but require emotional and tactical readiness.- The digital age has revolutionized how entrepreneurs operate and connect with their audience.- Exit planning should begin early to maximize impact and reduce emotional resistance.- Learning from other entrepreneurs is one of the most valuable tools for business success.Saul Cohen brings a wealth of insight into the intersection of accounting, entrepreneurship, and business acquisition. His practical strategies, paired with a deep understanding of the emotional dynamics of business ownership, make this episode of the Know Your Why Podcast essential listening for any entrepreneur looking to build, grow, or exit a business. Whether you're just starting out or preparing for a transition, Saul's wisdom underscores the importance of preparation, mindset, and lifelong learning.Get in touch with Saul:https://www.linkedin.com/in/cohensaul/ If you want to know more about Dr. Jason Balara and the Know your Why Podcast:⁠⁠https://linktr.ee/jasonbalara⁠⁠  Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠Artist:⁠⁠ http://audionautix.com/

Perhaps the worst thing a business owner can do ahead of the sale of their company is not be prepared. Not only could that crater the returns the owner was hoping to get for what is often their life's work, it could nuke a sale entirely. Fortunately, attorney James Hipolit has advice for those who've never sold before. In this podcast, the M&A partner with Troutman Pepper Locke covers the basics, from first steps to pre-diligence to common pitfalls, offering advice to get first-time sellers off to a strong start.

Dr. Kwadwo Kyeremanteng is an ICU physician who transforms medical insights into actionable life strategies, bridging the gap between critical care and proactive wellness. As a bestselling author and healthcare innovator, he's dedicated to helping people understand how lifestyle choices can keep them out of the hospital and living their most vibrant life.Tune in as JP and Dr. Kwadwo dive deep into the five pillars of health, game-changing insights about protein intake, stress management, and community connection that we can implement right away, as well as how entrepreneurs can become catalysts for personal and systemic transformation.  Connect with Your Host, JP: WebsiteFacebookXInstagramLinkedInShow Episode Highlights:02:05 The Impact of Lifestyle Choices on Health Conditions 07:52 Five Pillars of Health15:42 Practical Steps for Health Improvement 21:06 The Importance of Grip Strength and Sleep 28:16 The Power of Connection and Community 31:00 Entrepreneurship and Innovation in Healthcare40:34 Creating Better Existence Resources: Get Your Copy of JP's BookThe Millionaire's Lawyer: Grow and Sell Your Business for Maximum Profitability   Get Your Copy of Dr. Kwadwo's BookPrevention Over Prescription: Take Control of Your Health through Nutrition, Movement and Community

In this powerful follow-up episode, Christa Gurka shares part two of her journey to selling her Pilates studio, Pilates in the Grove. After a near miss at the closing table in 2024, Christa regrouped, healed, and ultimately closed a successful deal in March 2025. This episode is both a personal story and a practical guide for boutique fitness and wellness business owners considering a future sale.Christa walks listeners through what went wrong with the first deal, what changed the second time around, and how she approached due diligence, valuation, and choosing the right buyer. She shares honest reflections on the emotional rollercoaster of selling something she spent 15 years building, and the mindset shifts required to transition from founder to former majority owner.Whether you're years away from selling or just starting to wonder what your exit might look like, this episode offers a roadmap, real numbers, and reassurance that it is possible, even for small, service-based businesses, to build and sell a valuable asset.Key Takeaways:How Christa turned a failed sale into a successful one within a yearThe importance of preparing your business two years in advance for a potential exitWhy removing yourself from day-to-day operations is essential for building a sellable businessWhat multiples buyers typically pay for boutique fitness businessesHow to emotionally and strategically navigate due diligenceTips for choosing between multiple offers—and why cash upfront isn't always the only factorThe role of systems, team structure, and profit margins in business valuationHow Christa stayed involved post-sale as a strategic partnerThinking about your own business exit strategy? Download Christa's free Exit Strategy Matrix to help determine whether it's time to keep and collect - or prepare to sell and cash in: www.christagurka.com/exitWant guidance on building systems and preparing for growth or eventual sale? Join the FitBiz Foundations monthly membership: www.christagurka.com/fitbiz-foundationsHave questions about selling your business or interested in having Christa speak at your next event?Connect on Instagram: @christagurka Email: christa@christagurka.comSubscribe to the Female Empowered Podcast and tune in weekly for more insights on building a wellness business that works for your life and future.

What if selling your business isn't the only way to exit it? In this special guest episode, Jason Duncan appears on Mr. Biz Radio with Ken Wentworth to explain the power of his Exit Without Exiting strategy. He shares how he went from being a fired schoolteacher to founding 13 businesses, exiting four, and discovering what nearly all entrepreneurs get wrong: building a business that revolves around themselves. Jason breaks down his XOS Framework, the three tiers of entrepreneurship, and how he helps business owners reclaim their time, multiply value, and finally live a life they control. Whether you're running a 7-figure company or grinding in the weeds, this episode offers the blueprint to break free.

Richard Gearhart and Elizabeth Gearhart, co-hosts of Passage to Profit Show interview Cameron Bishop from Raincatcher, master storyteller Shatori Shakoor and Yasir Drabu from Taazaa.     In this episode, we sit down with Cameron Bishop, seasoned executive and managing director at Raincatcher, to unpack the emotional, financial, and strategic rollercoaster of selling a business. From lifestyle traps and unsellable companies to post-COVID burnout and vanishing employees, Cameron shares real-world insights into what makes a business truly valuable—and what makes owners finally say, “I'm done.” Read more at: https://www.raincatcher.com/     Satori Shakoor is a master storyteller, writer, and social entrepreneur, best known as the founder and Executive Producer of The Secret Society of Twisted Storytellers®. A former Bride of Funkenstein with George Clinton and Parliament/Funkadelic, she now leads storytelling workshops and offers private coaching to individuals and organizations. Read more at: https://www.satorishakoor.com/     Yasir Drabu is the founder and CEO of Taazaa and leads hundreds of passionate engineers in building advanced custom software solutions for healthcare, finance, eCommerce, and other industries. Taazaa's goal is to make great software more accessible to the organizations that need it, with the core belief that software should make life easier. Read more at: https://www.taazaa.com/   Whether you're a seasoned entrepreneur, a startup, an inventor, an innovator, a small business or just starting your entrepreneurial journey, tune into Passage to Profit Show for compelling discussions, real-life examples, and expert advice on entrepreneurship, intellectual property, trademarks and more. Visit https://passagetoprofitshow.com/ for the latest updates and episodes. Chapters (00:00:00) - Richard and Elizabeth Gearhart on Ramping Up Your Business(00:00:24) - Passage to Profit(00:01:57) - How to Build a Network for Starting Your Business(00:03:33) - Yasir Akhtar on Networking(00:04:46) - How to Network for Your Business(00:08:30) - What Does a Business Broker Do?(00:12:03) - Have You Got a Sellable Business?(00:14:20) - How to Prepare for the Sale of Your Business(00:18:30) - When to Sell Your Business?(00:19:49) - Small Business Health Insurance Hotline(00:21:50) - Business Broker: Should I Sell My Business?(00:24:15) - Amazon's Drone Delivery, in the News(00:26:13) - Patents and Trademarks(00:29:45) - How to Get Your Business Out of Podcasting(00:31:00) - Colon Cancer, the science of it(00:32:33) - Satori Shakur's Secret Society of Twisted Storytellers(00:38:27) - Storytelling at the White House(00:39:21) - Tell Your Story(00:42:11) - Tori on Starting To Tell Stories(00:42:58) - Satori Yakur on Storytellers(00:44:19) - Where to Build a Custom Software Solution?(00:46:24) - What Are Agents in AI?(00:48:43) - How AI is Affecting Your Company(00:50:10) - Can GPTs Be Validated in Business?(00:52:50) - Do You Think People Are Destroying Podcasts?(00:53:31) - How to Get Your Law Job Through AI(00:55:45) - Tax Doctor: How to Solve a Back Tax Debt(00:56:49) - Cameron Bishop on the Future of Tech(00:58:07) - Secret to Starting a Business: Career Resilience(01:00:46) - What is your secret to building a business?(01:01:30) - Passage to Profit

What really goes into building a business you can actually sell—without second-guessing yourself later? Why do some founders walk away from negotiations feeling confident, while others are left wrestling with burnout, regret, or even an identity crisis? If you've been wondering about the mindset, strategies, and emotional prep behind a smart, well-timed exit, this episode is packed with insights you'll want to hear.Today, Omar sits down with Rob Walling—founder of Drip and TinySeed—for an extended, no-fluff conversation on building and selling your business without regret. You'll get behind-the-scenes insights on what makes a company truly sellable, practical ways to get exit-ready (even if selling isn't on your radar yet), and an honest look at the personal journey of moving on after a sale. Plus, we're pulling key lessons straight from Rob's new book, Exit Strategy, co-written with his wife, psychologist Dr. Sherry Walling.Ready to future-proof your business (and your sanity)? Tap that play button at the top of the page and dive into the strategies, wisdom, and real talk that can help you build, scale, and—when the time is right—exit on your own terms.Watch the episodes on YouTube: https://lm.fm/GgRPPHiSUBSCRIBEYouTube | Apple Podcast | Spotify | Podcast Feed

The Wealth Formula Community is filled with high-paid professionals and small business owners—I'm one of them. Most of us are so focused on making a living that we rarely think about the day we might want to sell our "jobs." Over the years, I've encountered many physicians and dentists who never even considered an exit strategy until private equity firms approached them. Some of these lucky professionals have become quite wealthy from these transactions. But here's the thing—they could have done even better if they'd planned their exit earlier. Even if your practice or business isn't huge, it's still an asset you can sell. In fact, if your business is on the smaller side, it's even more crucial to optimize it for a sale. So, how do you do that? It's actually pretty straightforward once you understand what buyers are looking for. Preparing your business for sale several years in advance can significantly increase the price you'll get when you sell. This week's episode of Wealth Formula Podcast dives into these topics. If you have a business or practice you plan to sell someday, you definitely want to tune in. And even if you don't, understanding business valuation and the key terms related to business acquisitions is valuable knowledge for any investor.

Jerome Scullino is a Montreal-based photographer and artist who transforms the ordinary into the extraordinary. With studios across Canada and the United States, he's built a remarkable career by capturing the unseen connections that make human experiences magical.Tune in as JP and Jerome explore the transformative power of paying attention with love, overcoming perceived failures, living in abundance, entrepreneurial resilience, discipline and freedom, AI's limitations, creative potential, and the extraordinary human spirit that emerges when we choose to see beyond the surface. Connect with Your Host, JP: WebsiteFacebookXInstagramLinkedInShow Episode Highlights:01:51 Meet Jerome: Discovering Art10:37 Expanding the Business and Adapting to Challenges23:50 Exploring New Opportunities27:06 Building a Legacy 35:39 AI and Its Limit: Uncovering True Human Potential39:01 No Freedom Without Discipline Resources: Get Your Copy of JP's BookThe Millionaire's Lawyer: Grow and Sell Your Business for Maximum Profitability  

I sat down in person at the IFA (International Franchise Association) with my friend and fraternity brother Dan Axelrod, VP and Wealth Advisor at Bernstein Private Wealth Management.Dan works with franchisees, franchisors, and business owners on pre- and post-transaction planning to protect their wealth when they exit—and today, he's giving YOU the same insider tips he shares with multimillion-dollar clients.✅ How do you avoid paying more to Uncle Sam than necessary?✅ What are the biggest mistakes business owners make when selling?✅ How do you build your dream team to secure your financial future?

Visit thedigitalslicepodcast.com for complete show notes of every podcast episode. Join Brad Friedman and Jonathan Baker as they chat about a topic every business owner needs to think about at some point. Having an exit strategy! Jonathan Baker heads up the M&A practice at Punctuation. He has worked on dozens of deals both inside and outside the industry and brings a unique perspective as a fellow owner who has gone through the process himself. He graduated from Emory University's Goizueta Business School in 2005. His career began working at a small boutique marketing strategy consultancy. There, he was able to do marketing strategy and positioning work for many well-known Fortune 500 CPG companies. In 2011, he left to start a craft brewery, Monday Night Brewing where his focus was on marketing, sales, and taprooms. After helping his business partners grow to 180+ employees and numerous locations, Jonathan stepped away from the day-to-day to head up the M&A practice for Punctuation. He loves cocktails, music, and hiking, and lives in Atlanta with his wife, two kids, and entitled rescue Australian Shepherd, Oscar Snugs. The Digital Slice Podcast is brought to you by Magai. Up your AI game at https://friedmansocialmedia.com/magai

Starting a business without an exit strategy? That's like boarding a plane without knowing the destination. If you think selling your business is something you figure out ‘later,' think again. This episode will change how you plan for the future. On this episode of The Liquid Lunch Project, we sit down with Wayne Zell—JD, CPA, tax expert, investment advisor, and the guy you wish was handling your financial future. Wayne breaks down the art of exit planning, why business owners should start thinking about their exit from day one, and how structuring your company correctly now can mean massive tax savings later.  Whether you're a startup founder, small business owner, or looking to acquire businesses yourself, this episode is packed with actionable insights that will help you secure your financial future. Episode Highlights: Why you should plan your business exit from the very beginning. How different business structures impact your ability to sell and minimize taxes. The power of Qualified Small Business Stock (QSBS) and how it can save you millions in taxes. Why a solid management team is key to transferable business value. The role of earnouts, reps & warranties insurance, and negotiation tactics in exit deals. How ESOPs can help with employee retention and tax efficiency—but why they aren't for everyone. The biggest mistakes business owners make when trying to sell their company. Who is Wayne? Wayne Zell is a seasoned attorney, CPA, and tax strategist specializing in business exit planning, estate planning, and tax law. With decades of experience, Wayne has helped countless entrepreneurs structure their businesses for growth, profitability, and—most importantly—a successful exit. He is also the author of Your Multi-Million Dollar Exit, a must-read for business owners thinking about the long game. Why Listen? If you're building a business with no clear exit plan, you're already behind. Tune in now and start planning your financial future. And if you want to go deeper, grab Wayne's book Your Multi-Million Dollar Exit and check out his content at waynezell.com.   Favorite Quote: "Your business is only worth what someone is actually willing to pay for it"   Connect with Wayne:   Website: https://www.waynezell.com Youtube: https://www.youtube.com/@ZellLaw/playlists Linkedin: https://www.linkedin.com/in/wayne-zell-5aa1147/ Facebook: https://www.facebook.com/blprt4wealth Apple Podcast: https://podcasts.apple.com/us/podcast/blueprint-for-wealth/id1610009178 Instagram: https://www.instagram.com/zelllaw     Like what you heard? Don't forget to subscribe, rate, and review!  

Are you running a business, or do you just own a job? Too many business owners get stuck in the daily grind, making it impossible to scale or eventually sell their company for real wealth. In this episode, we dive into how to build a business that works without you so you can grow, take time off, and even plan a profitable exit. You'll learn: ✅ The biggest mistake business owners make that keeps them stuck ✅ How to delegate and build systems for growth ✅ Why your business should be a “we” not an “I” ✅ How to prepare for a successful exit and financial freedom If you want to stop working in your business and start working on it, this episode is for you!   Next Steps:

How can preparing for due diligence help sell your company? Will being prepared actually help close the deal? Rosco Graves, an accountant and due diligence expert, shares his insights into why preparing for due diligence is crucial to a smooth sale process. View the complete show notes for this episode. Want To Learn More? M&A Due Diligence | Checklist & Overview The Importance of Preparing for Due Diligence M&A Guide | The 4 Types of Buyers of Businesses Additional Resources Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Grant Sabatier, the bestselling author of Financial Freedom, returns to the show for the third time to talk all about entrepreneurship. Inside the episode we cover: How to come up with business ideas What makes a successful entrepreneur Why 9/10 small businesses fail Grant's perfect business formula Growing, scaling, and marketing a business The biggest mistakes made by entrepreneurs Following your passion vs. following the money and so much more. Grant's latest book, Inner Entrepreneur, is a fantastic resource for anyone looking to advance in business. If you found value in the episode, please share it with a friend! Links from The Episode Inner Entrepreneur GrantSabatier.com Grant's Community Grant's Instagram Grant's First Appearance on The FI Show YouTube Interview https://youtu.be/dw5pxLC7CYQ Join the Community We'd love to hear your comments and questions about this week's episode. Here are some of the best ways to stay in touch and get involved in The FI Show community! Grab the Ultimate FI Spreadsheet Join our Facebook Group Leave us a voicemail Send an email to contact [at] TheFIshow [dot] com If you like what you hear, please subscribe and leave a rating/review! >> You can do that by clicking here 

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.

In this episode of the Main Street Business Podcast, Mark J. Kohler explains how to successfully transition out of your business while maximizing value. From setting up a seamless family succession plan to making your business more appealing for a third-party sale, he shares practical steps to ensure a smooth and profitable exit. Tune in for expert strategies that will help you plan your next move with confidence!Here are some of the highlights:Mark outlines four strategies that wealthy individuals use when exiting their businesses.Emphasizes the importance of deciding who will buy the business, whether it's family or a third party.The complexities of family succession, including the need for succession planning and business consultants.Introduction to the concept of systemization, developing people, and understanding EBITDA for third-party sales.Real-world examples of clients who initially wanted to sell but later decided against it due to the success of their systemized business.The potential for staying on with the new buyer for a transition period, which could increase the sale price.Mark urges caution when considering elaborate tax structures and emphasizes the need for second and third opinions.Mark warns against high-risk, high-cost tax strategies and the potential for IRS audit risks. Grab my FREE Ultimate Tax Strategy Guide HERE! Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo to explore the Main Street Tax Pro Certification. You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360 Looking to connect with a rock star law firm? KKOS is only a click away! Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!

In this eye-opening episode, successful agency owner Lorraine Ball reveals why she deliberately kept her business small for 19 years - and how that decision led to a profitable exit. Learn why the common "grow or die" mentality might be killing your business, and discover how staying small can actually increase your profitability and freedom. Perfect for entrepreneurs feeling pressured to scale, this episode challenges conventional wisdom and provides practical strategies for building a more valuable, systematic business without sacrificing your life in the process. https://DarkHorseSchooling.com/Newsletter