Podcasts about sell your business

Do you think your warehouse full of inventory is the most valuable part of your home staging business?In this episode of The Real Women Real Business Podcast mini-series, How to Sell Your Home Staging Business, Shauna Lynn Simon tackles one of the biggest misconceptions in the staging industry: the belief that inventory determines business value. While furniture, artwork, accessories, and decor are essential tools of the trade, buyers are not focused on what you spent. They are focused on what those assets produce.Shauna Lynn breaks down the difference between selling inventory and selling a business, explains why buyers evaluate earning power over furniture costs, and shares how productive inventory can support value while unproductive inventory can create drag. She also reveals why some home staging businesses sell for far more than the value of their warehouse contents and highlights the often-overlooked intangible assets that make a business truly attractive to buyers.Whether you plan to sell in the next year or simply want to build a stronger, more profitable company today, this episode will help you start viewing your business through a buyer's lens and make smarter decisions about growth, profitability, and long-term value.Timestamps:(00:09) - (04:27) - Why your inventory is not the same thing as your business value(04:28) - (08:50) - How buyers evaluate staging inventory based on revenue potential(08:51) - (13:28) - Why selling inventory alone is different from selling an operating business(13:29) - (17:37) - How inventory is handled in a business sale and what supports value(17:38) - (21:45) - The invisible assets that make your inventory more profitable(21:46) - (24:57) - How to build a more sellable business with stronger systems and assets Resources:Get your "Is Your Home Staging Business Sellable?" ebook free when you use promo code SELL100: https://slsacademy.com/sellreadyLearn more about the Sell Your Staging Business Bootcamp (and claim your spot): https://slsacademy.com/sellyourbiz

Do you know what your numbers are really saying about your home staging business?Many home stagers focus on revenue when measuring success, but buyers look at something very different when evaluating a business. In this episode of The Real Women Real Business Podcast mini-series, How to Sell Your Home Staging Business, Shauna Lynn Simon breaks down the financial story behind business value and explains why revenue alone does not determine what your company is worth.Listeners will learn how buyers interpret financial statements, what profitability really means, and why understanding metrics like gross profit, net income, and Seller's Discretionary Earnings (SDE) can dramatically impact a future sale. Even if numbers aren't your strength, this episode will help you understand the financial story buyers see when evaluating your business without getting lost in accounting jargon or complicated formulas.Whether selling is years away or simply a future possibility, this conversation will help home stagers look at their numbers through a completely different lens. You'll also learn why preparing your financials 2-3 years before a sale can significantly impact both buyer confidence and business value. The insights shared in this episode can lead to stronger decision-making, healthier profits, and a more valuable business long before an exit is ever on the horizon.If you're serious about building a staging business that creates both income and long-term value, this is an episode you won't want to miss.Timestamps:(00:08) - (04:48) - Why revenue is not the same thing as business value(04:49) - (09:31) - How buyers read your financials as a story of risk and profit(09:32) - (14:12) - Why clean books and service profitability matter before selling(14:13) - (20:18) - The difference between gross profit, net income, and real earning power(20:19) - (27:08) - How buyers value a staging business using SDE instead of revenue or inventory(27:09) - (40:00) - Add backs, valuation multiples, and how to increase buyer confidenceResources:Get your "Is Your Home Staging Business Sellable?" ebook free when you use promo code SELL100: https://slsacademy.com/sellreadyLearn more about the Sell Your Staging Business Bootcamp (and claim your spot): https://slsacademy.com/sellyourbiz

What makes a home staging business truly sellable?Many home stagers assume that if their calendar is full, their inventory is moving, and revenue is strong, their business must be valuable to a buyer. But what if that's not the whole story?In this episode of The Real Women Real Business Podcast mini-series, How to Sell Your Home Staging Business, Shauna Lynn Simon breaks down one of the most important concepts business owners need to understand before they ever think about selling: a busy business is not always a sellable business.Listeners will learn how buyers evaluate a home staging business differently than owners do, why owner-operated and owner-dependent are not the same thing, and what creates confidence or concern during the sale process. Shauna Lynn also shares the five key things every buyer needs to believe before they are willing to invest in a business, along with practical questions that can help owners identify hidden risks and opportunities within their company today.Whether selling is years away or simply an option you'd like to preserve, this episode will help you build a stronger, more transferable, and more valuable business now while preparing for whatever comes next.If this episode sparks questions about your own business, be sure to grab the free Sell Ready ebook and continue following this series as Shauna Lynn explores the numbers, systems, inventory, and buyer conversations that influence business value and saleability.Timestamps:(00:08) - (04:42) - Why a busy staging business is not always a sellable business(04:43) - (09:21) - How buyers evaluate your business differently than you do(09:22) - (13:33) - The difference between owner operated and owner dependent(13:34) - (18:53) - The five things a buyer needs to believe before they buy(18:54) - (23:36) - Why your business needs a clear, transferable story(23:37) - (25:15) - Free sell-ready resources and what buyers care about nextResources:Get your "Is Your Home Staging Business Sellable?" ebook free when you use promo code SELL100: https://slsacademy.com/sellreadyLearn more about the Sell Your Staging Business Bootcamp (and claim your spot): https://slsacademy.com/sellyourbizRead the blog on the 4 Different Types of Business Buyers: https://www.slsacademy.com/how-to-sell-your-staging-business-buyer-types/

In this episode of The Entrepreneur's Journey, Michael Pallozzi and Jason Gabrieli discuss the importance of building a transition-ready business long before an owner decides to exit. Jason shares insights from his Certified Exit Planning Advisor (CEPA) coursework and explains how business owners can maximize the value of their companies through proactive planning, operational improvements, and aligning their personal, business, and financial goals.Michael and Jason break down the concept of the “three legs of the stool” — personal, business, and financial planning — and explain why successful exits depend on all three being aligned. They also discuss how business valuation multiples work, why systems and processes increase company value, and how many owners unintentionally leave money on the table by waiting too long to prepare.Tune into this episode to also learn:● Why exit planning should be treated as an ongoing business strategy — not a last-minute event.● How systems, leadership, and culture can dramatically increase business valuation multiples.● Why many business owners don't truly know what their company is worth.● How proactive planning creates more flexibility, better outcomes, and less stress during a transition.What we discussed● [00:01:17] Defining what “exit planning” means for business owners.● [00:03:01] Jason discusses earning his Certified Exit Planning Advisor (CEPA) designation.● [00:04:51] Why exit planning should be viewed as a long-term business strategy.● [00:06:57] Understanding business valuation and the importance of EBITDA.● [00:08:45] Why most business owners don't know the true value of their company.● [00:10:04] How systems, processes, and leadership teams increase valuation multiples.● [00:12:42] A simple breakdown of EBITDA and how business valuation multiples work.● [00:15:08] How improving operations can dramatically increase business value without increasing profit.● [00:15:52] Internal succession vs. external sale options for business owners.● [00:17:35] The number one reason many business sales fall apart.● [00:18:53] Why balancing personal, business, and financial goals matters before exiting.● [00:19:55] Why business owners should start these conversations early — even if they are years away from selling.● [00:21:37] The importance of building a team of advisors and specialists around the owner.● [00:23:48] “A transition-ready business is a valuable business.” 3 Things To RememberExit planning is not just about selling your business — it's about building a stronger, more valuable company over time. Systems, documented processes, leadership teams, and reduced owner dependency can significantly increase business valuation multiples. The earlier business owners begin planning, the more options and flexibility they create for themselves, their employees, and their families.Useful LinksConnect with Michael Pallozzi: pallozzi@hfmadvisors.com | LinkedInConnect with Jason Gabrieli: jgabrieli@hfmadvisors.com | LinkedInExit Planning Institute: https://exit-planning-institute.orgEditing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)Like what you've heard…Subscribe to our BuiltWealth™ Newsletter HERE

Could your home staging business be sold if life, burnout, or a major opportunity forced you to make a move sooner than expected?In this first episode of a special mini-series for home stagers, How to Sell Your Home Staging Business, Shauna Lynn Simon opens an important conversation for stagers who have wondered what happens to their business when they are ready to step away. She explains why exit readiness is not the same as selling, and why preparing now can make a staging business stronger, more profitable, and easier to run today.Listeners will learn why buyer-ready financials, transferable systems, clean processes, inventory clarity, and owner independence matter long before a sale is on the table. Shauna Lynn also reframes business value through a buyer's lens, helping owners understand what makes a staging business appealing, what can weaken buyer confidence, and why waiting until selling feels urgent can leave money behind.Tune in to start thinking more strategically about the business you are building, whether you plan to sell soon, years from now, or never.Timestamps:(00:09) - (04:48) - Why exit readiness matters before you are ready to sell(04:49) - (09:27) - The exit readiness test every staging business owner should ask(09:28) - (14:00) - Why waiting until you have to sell can cost you money and leverage(14:01) - (20:59) - What buyers are really looking for when they evaluate a staging business(21:00) - (27:55) - The five key areas that make a staging business more sellable(27:56) - (31:31) - How exit readiness can make your business stronger even if you never sell Resources:Get your "Is Your Home Staging Business Sellable?" ebook free when you use promo code SELL100: https://slsacademy.com/sellreadyLearn more about the Sell Your Staging Business Bootcamp (and claim your spot): https://slsacademy.com/sellyourbiz

Discover how the massive influx of retiring owners is shifting the market and why a new wave of highly sophisticated, funded buyers wants to acquire your business. Learn how to spot the perfect buyer who will preserve your legacy, protect your team, and pay top dollar for your company. View the complete show notes for this episode. Want To Learn More?  Entrepreneurship Through Acquisition: Insights from Harvard Business School Experts M&A Guide | The 4 Types of Buyers of Businesses Should I Use SDE or EBITDA to Value My Business for Sale? 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.

Most business owners spend years, sometimes decades, building something remarkable. But when it comes time to exit, the majority aren't prepared for what happens next. According to research from the Exit Planning Institute, 75% of business owners regret selling their business within the first year. In this episode of Financial Commute, Wealth Advisor Joe Seetoo sits down with host Chris to walk through the exit planning framework Morton Wealth uses with business-owner clients, from protecting against the Five D's to building transferable enterprise value and knowing who you'll be on the Monday after closing day.

I recently had the opportunity to sit down with Seth Deutsch, founder of Samson Partners Group, author of The Owner's Manual: Why, When, and How to Sell Your Business to Private Equity, and creator of the EVRS (Exit Value Realization System), for a fascinating conversation on the rapidly evolving M&A landscape for personal injury law firms. Our discussion explores what separates highly valuable firms from the rest of the market. According to Seth, the firms attracting serious attention are those that reduce founder dependency, create durable and diversified revenue streams, maintain strong operational systems, and understand their financials through an investor lens—not just a legal one. We also discussed why private equity activity in the PI space is accelerating so quickly and how the industry may ultimately consolidate into a handful of dominant national holding companies over the next decade. Seth also shared a critical warning for founders: pursuing a sale before properly preparing the business and understanding "why" you want to sell can damage a firm's reputation with buyers for years. For law firm owners, legal industry professionals, and investors alike, this episode provides a rare insider perspective on where the personal injury market is heading and what firms must do now to remain competitive in the next era of legal services. Explore the conversation by topic: "2:58 – What does Samson Partner's Group offer through their legal industry vertical? "15:15 – How do you counsel law firm founders who are considering an exit strategy to prepare them for sale? "25:52 – Will PE acquisition of personal injury firms be individual transactions or could they ultimately roll up into peer industry groups? "38:23 – What increases law firm saleability, what red flags detract buyers, and how can automation and the use of AI increase value? Additional Resource Links: The Owner's Manual: https://a.co/d/fcc3hiL The EVRS Toolkit: https://www.samsonpartnersgroup.com/resources Please reach out to Seth and Kevin if you would like access to more resources such as The EVRS Explainer Video or the Private Equity Legal Alliance White Paper To learn more, visit: certumgroup.com

From Grand Cayman's Exhale 2.0 retreat, Eric dives deep with M&A expert Brian Franco on scaling, planning exits, and building legacy-ready businesses. They tackle how to create a culture that sticks, why recurring revenue changes the game, and how prepping your business for sale—whether in a decade or tomorrow—puts you in control. Oh, and did we mention Porsche racing, paddleboarding, and diving into deep waters, literally and metaphorically? This episode is packed with insights for entrepreneurs ready to level up.Listen to this episode on other podcast platforms:Spotify: https://tinyurl.com/BeAuthenticSpotifyGoogle Podcast: https://tinyurl.com/BeAuthenticGooglePodcastApple Podcast: https://tinyurl.com/BeAuthenticApplePodcastAmazon Music: https://tinyurl.com/BeAuthenticAmazonMusicConnect with "Be Authentic or GTFO" on social media:Facebook: https://www.facebook.com/beauthenticorGTFOInstagram: https://www.instagram.com/beauthenticorGTFOWebsite: https://beauthenticorgtfo.comFollow Podcast Host Eric Oberembt on social media:Facebook: https://www.facebook.com/ericoberembtInstagram: https://www.instagram.com/ericoberembt

Most business owners dramatically underestimate what it takes to sell successfully—until it's finally too late.  @Tony Brown founder of @DMA is a seasoned expert in Australia's mid-market transactions. We talk about hidden pitfalls that lead to owners leaving money on the table, and the critical steps in preparing your business two years before selling.  We break down how owner dependence, cultural fit, and timing can make or break your sale.  And, you'll learn about why cleaning up your balance sheet, structuring flexible exit options, and keeping key staff informed is so important. The episode is very timely for an owner on the cusp of selling. In this episode: The common surprises owners face in the sale process Why understanding your business's true value is crucial early on The differences between small and mid-market sales—what you need to know How strategic buyers think and what influences their offers The importance of owner readiness and timing (two years out, ideally) How to make your business more attractive and less risky for buyers Owner dependence and succession planning secrets The critical role of info memoranda, data rooms, and due diligence Protecting your legacy, staff, and your own peace of mind Practical tips for entrepreneurs aiming for a smooth, profitable exit   Timestamps: 00:00 - Why most owners leave money on the table in a business sale 02:10 - The importance of viewing your business from an outsider's perspective 04:23 - How due diligence can turn your business upside down 05:25 - Defining the mid-market: what most Australian businesses look like 07:11 - Why a business is more like a virtual walkthrough than a house 09:42 - The crucial difference owner-operator mindset vs. strategic buyers 12:19 - The sweet spot: industry focus and the role of strategic vs. financial buyers 14:43 - How owner emotional ties influence negotiation and sale strategy 16:34 - The significance of cultural and strategic fit over price alone 18:55 - How foreign acquirers and local sellers can align interests 20:19 - The importance of owner transition planning 22:53 - Why your business "value" depends on owner involvement and planning ahead 24:54 - The power of structure: minority shareholdings, options, and de-risking deals 26:48 - Transitioning to a project-focused exit and meaningful post-sale work 28:28 - The rise of industry-specific, project-based advisory boards 30:24 - How industry giants buy and what that means for small business owners 33:34 - Protecting your business from over-sharing and maintaining confidentiality 37:07 - The risks of rushing a sale—what owners often screw up 40:34 - Preparing your balance sheet and operations two years prior to sale 43:24 - The common pitfalls when owners get overattached to systems and tech 45:39 - The underrated value of intellectual property and brand assets 48:29 - Envisioning a better small business environment—less regulation, more supportIf you want to walk away with a clear game plan, more confidence, and less risk in your exit strategy—this episode is a must-listen. Tony Brown's insights aren't just theory—they're battle-tested, real-world truths that could maximize your sale and protect your legacy. Resources & Links: Tony Brown's LinkedIn DivestMergeAcquire Connect with Tony: Email: tony.brown@divestma.com @kerrcapital.com.au    Thanks for listening. Visit the Owner To Owner Podcast website to subscribe, listen back, or check out any resources or information mentioned on the show.Search @ownertoownerpodcast on your favourite podcast player to subscribe and listen to the episodes.Reach out to Michael Kerr via the website if you need personal assistance or advice for your small business.michael.kerr@kerrcapital.com.auwww.ownertoownerpodcast.com.au

In this episode, I welcome Mark Adams, a distinguished expert in M&A and business exit strategy from Acquisitions4U. Our discussion is centered around creating smarter business exits, with insights on how entrepreneurs can prepare their businesses for a lucrative sale. Mark explains the nuances of evaluating businesses beyond high valuations and delves into strategies like roll-ups to double a business's value quickly, thereby ensuring an optimized exit. Throughout the conversation, Adams emphasizes the significance of understanding exit planning with the end in mind, advising business owners to be aware of potential leakage during sales due to taxes and fees. He highlights the importance of profit margins, recurring revenue streams, and minimizing owner reliance to secure higher multiples upon sale.  The episode is brimming with strategic wisdom on achieving a successful, efficient exit while protecting the wealth entrepreneurs have worked hard to build, making it a must-listen for business owners aiming for growth and eventual sale.

**New Video Alert! Have you ever felt burned out running your business? On this video the owner built a $3M/year company… and still wants out. Would you sell and walk away with $800K? Or try to fix the business and keep going? Watch the video here: https://youtu.be/vHkMDaBWPxw Cheers See you over on YouTube David C Barnett #businessbuying #Entrepreneurship #smallbusinessowner #businessdeals #BusinessOwnerBurnout #sellyourbusiness #EntrepreneurBurnout #PassiveIncome #startupreality *** TIMESTAMPS 00:00 Intro 03:00 The real problem: burnout vs logic 08:00 Bad advice from Reddit (and why it fails) 15:00 Hiring a manager? Huge risk explained 25:00 Keep vs sell: the $800K decision 40:00 What most people get wrong about valuation 55:00 My advice: sell before it's too late **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Enjoy HUGE savings when signing up for Xero cloud-based accounting software using David's sponsorship link: https://referrals.xero.com/DavidCBarnett_xero Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY

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

What If You Didn't Have to Sell Your Business the traditional way1. Can you tell us how you first got into helping business owners and what drew you to this line ofwork? 2. Can you walk us through the typical journey of a business owner who comes to you for help? 3. What's the biggest mistake business owners make when its time to exit the company they built? 4. Why do so many business owners delay planning their exit—and what risk does that pose? 5. I understand you have a roadmap for an exit strategy, can you tell us what that looks like for a seller. 6. Tell the Viewers how you being independent helps them with their business? https://legacyexitpartners.com/CURATOR HOSTPink CEO is the disruptive force behind #PinkCloud9Media curating the intersection where raw humanity meets successful business go-gettersI started noticing something after 500+ interviews with entrepreneurs — the business stuff is interesting of course, but the human stuff is what connects w salesSo I've built a space around thatBe on he show: https://calendly.com/pinkcloud9podcast/live-recording-sessionwhere founders get real about how they actually think, what broke them, and what drove them forward anywayI ask the questions most hosts skip. You leave with content, connections, and something that actually stays with you & hopefully helps you longterm#business #podcast #marketing #ai#MindOverBusiness #EntrepreneurMindset #CEOPsychology #HumanPotential

You think you have a business.But would anyone actually buy it?Most owners never stop to ask that question until it is too late.And the answer is not what they expect.In this episode with Austin Moyer, we get real about what makes a business sellable and what quietly kills its value.In this episode you will learn:• Why most businesses are not actually sellable• The difference between owning a business and owning a job• What buyers are really looking for behind the scenes• How dependence on you lowers your value fast• The small shifts that can make your business worth buyingIf you are building something for the long term, this conversation will make you think differently.

Can proper compliance really add millions to your business valuation? In today's episode, we connect with Reuben Mattinson, Founder and CEO of RJM Tax Exemption, to explore what it means to build truly exit-ready operations in the world of ecommerce… Founded in 2019, RJM was born out of firsthand frustration. When Reuben and his team launched their own ecommerce business in the U.S., they quickly found themselves overwhelmed by IRS rules, registrations, state sales tax collection, and conflicting guidance from lawyers, accountants, banks, and revenue departments.  After investing significant time untangling the complexity, they realized other sellers were facing the same challenges — and RJM began. What started with just 10 clients has since grown into a global consultancy serving over 5,000 businesses worldwide, helping ecommerce brands stay compliant, scalable, and acquisition-ready. Hit play to find out: How Reuben's unique background fuels RJM's mission. Examples of exit strategies done right and horribly wrong. How tax readiness impacts valuation and exits. Reuben's path to entrepreneurship is anything but conventional. After earning degrees in physiotherapy in 2012 and in science teaching in 2013, he began building RJM alongside his studies. In under three years, he scaled the company from infancy into a multi-million-dollar global ecommerce consultancy, achieving #1 Trustpilot ratings in the U.S. by age 30. Want to learn more about RJM's work? Visit their website now!

Managing Partners Hatem Dhiab and Ayal Shmilovich kick off the year with special guest Channing Hamlet, Founder and CEO of Objective Investment Banking and Valuations, to discuss the four major things business owners need to do to prepare to sell their business.Special Address by Mark Carney, Prime Minister of Canada | World Economic Forum Annual Meeting 2026 : https://www.youtube.com/watch?v=flsgJe8mN-AObjective Investment Banking & Valuation: https://www.objectiveibv.comThe opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

A lot of people see selling a business from the outside and picture excitement, money, and freedom. But the truth is, it's often a deeply emotional and turbulent experience. And it usually begins with one haunting question: is it time? Is it time to let go of the business you've poured yourself into?In this episode, Omar answers David's question and shares what it's really like to face that decision. He opens up about the internal struggles, the mindset shifts, and the difficult conversations that come with choosing to exit. You'll hear insights on evaluating your own leadership, understanding the role of timing, and what to consider before making such a big move.Let Omar show you why there's much more to this question than just money and freedom. Click play at the top and discover what really matters when deciding if it's time to let go of the business you've built.Resources:Built to Sell by John WarrillowMBA1648 Must Read: Before the Exit by Dan AndrewsTo submit your questions, visit 100mba.net/q.Watch the episodes on YouTube: https://lm.fm/GgRPPHiSUBSCRIBEYouTube | Apple Podcast | Spotify | Podcast Feed Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

When many entrepreneurs go to sell their business, they're more focused on their business than on the buyer. Understanding how buyers approach an acquisition, particularly when it comes to funding and deal structure, can help you position your business for the most profitable exit. In this episode of The Opportunity podcast, Greg breaks down how buyers actually think when evaluating an acquisition and why financing plays such a critical role in deal outcomes. While sellers often fixate on valuation, buyers are just as focused on how they will pay for the business and how much risk they are taking on. Greg walks us through how SBA loans can allow buyers to bring more cash to the table, and why small mistakes with these loans by sellers often cause deals to fall apart. He also explores alternative funding options like revenue-based financing and how buyers use leverage and other people's money to acquire businesses more efficiently. The conversation dives into seller financing and earnouts, not as compromises, but as powerful deal-making tools that can expand the buyer pool and unlock higher overall valuations. Greg also shares why setting up a US entity can make your business more attractive to buyers, especially for international sellers. If you're thinking about selling in the next few years, this episode will help you start positioning your business as a scalable, buyer-friendly machine that buyers can confidently finance and pay a premium for. Topics Discussed in this episode: Thinking like a buyer and understanding buyer financing tools (00:52) SBA loans and how they dramatically increase money upfront (03:21) The biggest SBA mistake sellers make and how deals fall apart (04:31) Alternative funding options like revenue-based financing (06:31) How buyers use leverage and other people's money to acquire businesses (08:19) Seller financing and earnouts as deal-making tools (09:53) Why setting up a US entity can dramatically improve exit outcomes (14:34) Positioning your business as a scalable, buyer-friendly machine (16:03) Mentions:  Empire Flippers Podcasts Empire Flippers Marketplace Create an Empire Flippers account Subscribe to our newsletter Sit back, grab a coffee, and learn how to make your business 'funding friendly'.  

When many entrepreneurs go to sell their business, they're more focused on their business than on the buyer. Understanding how buyers approach an acquisition, particularly when it comes to funding and deal structure, can help you position your business for the most profitable exit. In this episode of The Opportunity podcast, Greg breaks down how buyers actually think when evaluating an acquisition and why financing plays such a critical role in deal outcomes. While sellers often fixate on valuation, buyers are just as focused on how they will pay for the business and how much risk they are taking on. Greg walks us through how SBA loans can allow buyers to bring more cash to the table, and why small mistakes with these loans by sellers often cause deals to fall apart. He also explores alternative funding options like revenue-based financing and how buyers use leverage and other people's money to acquire businesses more efficiently. The conversation dives into seller financing and earnouts, not as compromises, but as powerful deal-making tools that can expand the buyer pool and unlock higher overall valuations. Greg also shares why setting up a US entity can make your business more attractive to buyers, especially for international sellers. If you're thinking about selling in the next few years, this episode will help you start positioning your business as a scalable, buyer-friendly machine that buyers can confidently finance and pay a premium for. Topics Discussed in this episode: Thinking like a buyer and understanding buyer financing tools (00:52) SBA loans and how they dramatically increase money upfront (03:21) The biggest SBA mistake sellers make and how deals fall apart (04:31) Alternative funding options like revenue-based financing (06:31) How buyers use leverage and other people's money to acquire businesses (08:19) Seller financing and earnouts as deal-making tools (09:53) Why setting up a US entity can dramatically improve exit outcomes (14:34) Positioning your business as a scalable, buyer-friendly machine (16:03) Mentions:  Empire Flippers Podcasts Empire Flippers Marketplace Create an Empire Flippers account Subscribe to our newsletter Sit back, grab a coffee, and learn how to make your business 'funding friendly'.  

When To Sell Your Business Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. Startup founders receive buyout offers throughout the life of the business. Even in the early days of the startup, they have the opportunity to sell the company. At each round of funding, the founder has the choice to raise more funding or sell it. Here's a list of reasons to sell the business: The founder no longer wants to run or own the business. The business no longer appears to have a future due to changes in the market or competition. The offer is outsized in valuation due to unusual circumstances. There's a strategic reason for selling the business that furthers the founders and investors goals. The founder should consult the investors before selling. In some cases, it may be better to shut down the business rather than sell it. Selling the business takes time and preparation to do it properly. Consider these points in deciding to sell your business. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let's go startup something today. _________________________________________________________ For more episodes from Investor Connect, please visit the site at: http://investorconnect.org Check out our other podcasts here: https://investorconnect.org/ For Investors check out: https://tencapital.group/investor-landing/ For Startups check out: https://tencapital.group/company-landing/ For eGuides check out: https://tencapital.group/education/ For upcoming Events, check out https://tencapital.group/events/ For Feedback please contact info@tencapital.group Please follow, share, and leave a review. Music courtesy of Bensound.

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.

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  

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:

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

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.

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.

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.

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?