Podcasts about sell your business

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

R. Kenner French from VastSolutionsGroup.com discusses strategies for small business owners to minimize tax liabilities when selling their businesses. He introduces the 453A capital gains tax strategy, explaining how it allows sellers to postpone tax payments and receive a tax-free monetization loan. The discussion covers the roles of various parties in the transaction, compares traditional tax transactions with the 453A strategy, and emphasizes the importance of professional guidance and long-term financial planning. Kenner also highlights the potential financial benefits of these strategies and encourages listeners to seek expert advice.Takeaways• Selling a business can lead to significant tax liabilities.• The 453A strategy allows for tax postponement.• Understanding constructive receipt is crucial for tax planning.• Monetized installment sales can provide tax-free loans.• Third-party involvement can simplify the selling process.• Comparing tax transactions helps in decision-making.• Timing is essential in tax planning for business sales.• Professional guidance can enhance business valuation.• Long-term financial planning is key to tax efficiency.• Engaging with experienced advisors can lead to better outcomes.Sound Bites• You can postpone your tax bill legally!• You can push off taxes for 30 years!• Do you want to save $789,000?Listen & Subscribe for More:

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:

If you've ever wanted to cash out of your business for real money—not just hope and fairy dust—then you must hear what Cameron Bishop reveals in this episode.He's bought and sold hundreds of businesses and knows why 70% of them don't sell... and what to do to make sure yours is one of the few that actually does. We go deep into what buyers look for, how to reduce owner dependency, and how to avoid the most common (and costly) mistakes founders make when it's time to exit. Whether you're planning to sell soon or years from now, this episode will shift how you operate your business—starting today.Show NotesIn this eye-opening episode, I sit down with Cameron Bishop, Managing Director at Raincatcher, a national business brokerage and mergers & acquisitions firm. Cameron shares blunt truths and powerful strategies for making your business sellable, whether you're thinking about exiting in 2 years or 10.We discuss:Why most businesses never sell—and what you can do to flip the oddsThe #1 mistake business owners make when thinking about their exitWhat it really means to “professionalize” your businessHow customer and vendor concentration can destroy your valuationHow AI and automation are reshaping due diligence and deal flowThe surprising role commercial real estate plays in M&AWhat makes a business irresistible to buyers (hint: it's not your logo)The mindset shift that every founder needs to make long before they sellAbout Cameron Bishop: Cameron has decades of experience in executive leadership and M&A. He's worked with private equity firms, founders, and buyers, helping build and sell companies across multiple industries. His superpower? Seeing your business like a buyer would—and helping you prepare for a real payday, not just a hopeful listing. Connect with Cameron on LinkedIn. Mischa's Stuff!Join my Podcast guest speaking Masterclass: https://www.influencetour.com/goThis Masterclass will teach you:How to speak with confidence and authenticity.How to find podcasts that attract your ideal audience.How to get booked without the hassle.Ideal for coaches, course creators, and heart-centered entrepreneurs who want to generate leads, customers, and sales in a genuine way.Join us and start your journey to becoming a podcast guest-speaking pro!Register Now

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.

saas.unbound is a podcast for and about founders who are working on scaling inspiring products that people love, brought to you by https://saas.group/, a serial acquirer of B2B SaaS companies. In episode #3 of season 5, Anna Nadeina talks with Juan, CEO of Boopos, a global investment bank for profitable software companies and marketplaces, providing M&A services, powered by a unique data infrastructure. --------------Episode's Chapters---------------- 00:00 - Juan's Journey in M&A and Founding Bupos 03:55 - The Importance of Having an Advisor in M&A 06:10 - Choosing the Right Advisor for Your Business 08:27 - Common Questions and Misunderstandings in M&A 10:45 -When is the Right Time to Sell Your Business? 16:34 -Market Trends and Predictions for 2025 24:29 -Rebranding and Moving Upmarket 27:13 -AI in M&A: Current Trends and Future Prospects 31:41 - Biggest Wins and Failures with Bupos 33:16 - Final Thoughts and Advice for Founders Juan - https://www.linkedin.com/in/jigarciab/ Boopos - https://www.boopos.com/ Subscribe to our channel to be the first to see the interviews that we publish twice a week - https://www.youtube.com/@saas-group Stay up to date: Twitter: https://twitter.com/SaaS_group LinkedIn: https://www.linkedin.com/company/14790796

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.

We've recently had several conversations with business owners considering selling all or part of their business. In this podcast, we'll walk you through the key factors to consider before going too far down that path.Find us here:Book a call with us: https://nextadvisory.nz/#book-onlineVisit our Instagram page: https://www.instagram.com/nextadvisory.nz/Acess to our free business planning and cashflow module: https://www.skool.com/nextadvisory-business-basics-5934/about

Thinking of selling your company? What is your plan for the windfall of money you'll get once you complete the sale? Wealth advisor Jason Gordo discusses seven points to keep in mind as you create a financial plan and a wealth strategy before beginning the sale process. Build the right team of advisors to discuss your post-transaction life plan, set goals, and think about the things you should do to prepare for the financial outcome of your sale. View the complete show notes for this episode. Want To Learn More?  Allocation of Purchase Price & Taxes When Selling a Business Preparing Emotionally for the Closing Crossroads: Deciding to Sell Your Business vs. Doubling Down 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.  

Are you contemplating the right moment to sell your business and embark on a fresh entrepreneurial journey? In this video, Dana Healey, the proprietor of Warrior 1 Yoga, shares insights on how to determine the perfect timing to transition from one business to another. Discover strategies to maintain your competitive advantage and thrive in today's fast-paced market. Dana's experience and expertise will guide you through the decision-making process, ensuring you're well-prepared for your next business venture. 00:00 Introduction 00:22 From Iraq, To Asia, To Business Owner 11:35 When Do You Sell Your Business? 17:51 The Visioneer Game! 24:41 Keeping Up With Rapid Competitive Edge 29:04 Final Thoughts: "The Secret Of Socrates" 32:48 Shorts / Credits Support small business owners, like you, celebrating BIG breakthroughs by supporting Small Business Celebration's Patreon page at: https://www.patreon.com/smallbusinesscelebration! As well as our sponsors for this episode: Mike Saba: https://msaba.watsonrealty.com Reach out to us at: https://smallbusinesscelebration.com Read our blog at: https://smallbusinesscelebration.com/blog Reach out to our guest at: https://warrior1yoga.com #BusinessTransition #Entrepreneurship #CompetitiveAdvantage #DanaHealey #Warrior1Yoga #BusinessStrategy #NewVenture #MarketTrends #BusinessGrowth #entrepreneurialjourney https://youtu.be/sBx3US7B-RE

Watch Here: https://youtu.be/e3HHrrIc4HcAbout the Guest: Bryan Clayton is the CEO and co-founder of GreenPal, a tech platform connecting homeowners with lawn care professionals. Before launching GreenPal, Clayton built and sold a successful landscaping business with over 150 employees. He's an advocate for using technology to modernize service-based businesses and believes AI will dramatically reshape industries in the coming years.Summary: In this episode of How2Exit, host Ronald Skelton sits down with Bryan Clayton, CEO and co-founder of GreenPal, a platform often dubbed the "Uber for lawn care." Clayton shares his entrepreneurial journey, from a childhood forced into mowing lawns by his military father to scaling and selling a multimillion-dollar landscaping company. He discusses the challenges of selling a business, the emotional void that follows an exit, and how he transitioned into the tech space to launch GreenPal. The conversation dives deep into automation, AI's impact on business, and how small service-based companies can leverage technology to scale efficiently.Key Takeaways: Forced Entrepreneurship Sparks Innovation: Clayton's first business began out of necessity when his father made him mow lawns as a teenager. That small hustle turned into a multimillion-dollar landscaping business.Scaling a Service Business is a Systematic Process: Building a large-scale landscaping company required Clayton to develop efficient processes, training programs, and a system for hiring and retaining workers.Selling a Business Takes Preparation: It took Clayton two years—one to structure the business properly and another to find a buyer—to successfully sell his landscaping company.The Emotional Impact of an Exit is Real: Clayton struggled with an identity crisis after selling his business, which eventually pushed him to start GreenPal.AI and Automation Are Changing Business Operations: The discussion explores how AI is reshaping everything from customer acquisition to software development, making it easier to run lean and profitable companies.Technology is Now Essential for Service Businesses: Small business owners who fail to adopt tech tools are operating as if it's still the 1990s, missing opportunities to increase efficiency and profitability.GreenPal Provides a Business-in-a-Box for Lawn Care Providers: The platform handles customer acquisition, scheduling, invoicing, and even upselling additional services for lawn care professionals.Future-Proofing Means Staying Tech-Savvy: Clayton warns that service providers who resist technology will fall behind as AI and automation continue to accelerate business capabilities.--------------------------------------------------Contact Bryan onLinkedin: https://www.linkedin.com/in/bryan-clayton-a96b33214/Website: https://www.yourgreenpal.com/--------------------------------------------------

Jodie Cook is the Founder of Coachvox AI, a company that creates AI coaches based on thought leaders. In 2011, she established JC Social Media, a digital agency she sold in 2021 to begin coaching entrepreneurs. Recognized in Forbes' 30 Under 30 list in 2017, Jodie contributes to Forbes as a senior writer on entrepreneurship and AI. She is also the author of The Ten Year Career: Reimagine Business, Design Your Life, Fast Track Your Freedom. In this episode: If you're feeling stuck in your business, constantly handling every task yourself, it may be time to introduce systems and processes. Many entrepreneurs hesitate to implement structured workflows, fearing they may lose control or stifle creativity. How can systemizing your business give you more freedom while improving efficiency and profitability? Entrepreneur Jodie Cook faced this challenge while running her social media agency. Overwhelmed by daily operations and unable to take a break, she realized she needed a structured approach to scale. By documenting every task, delegating responsibilities, and creating standard operating procedures, Jodie transformed her agency into a self-sustaining business. This allowed her to sell the agency at a high multiple without a lengthy transition period. In today's episode of System Simplified, Adi Klevit interviews Jodie Cook, Founder of Coachvox AI, about how she implemented structured systems to exit her business. Jodie shares the pivotal moment that forced her to delegate, the impact of well-documented processes on business valuation, and how she helps coaches scale through AI-powered coaching models.

In this episode of the Retire with Integrity podcast, Brian Bowen and Brett Sharp discuss the complexities of Social Security taxation, the importance of financial planning, and strategies for navigating business and real estate sales. They emphasize the need for proactive tax planning to avoid unnecessary losses and highlight the hidden fees in investment products that can erode retirement savings. The conversation also touches on the significance of understanding one's financial situation and the potential for tax efficiency through various strategies.

Is your business truly valuable—or just another job you've created for yourself? In this episode of Succession Stories, Laurie Barkman speaks with Justin Goodbread, award-winning exit planner, best-selling author, and serial entrepreneur who has built and sold six businesses. Justin shares how he doubled the value of his financial services firm in just 18 months, the key to making your business a transferable asset, and why your business isn't your baby—unless it's an ugly one. Tune in for actionable insights on scaling, selling, and finding joy beyond the exit. ____________________________________  This Show is Sponsored by The Business Transition Sherpa® 100 percent of owners will leave their business one day. But few are prepared. Are you? Learn what every entrepreneur needs to know about making your business more scalable and sellable! ✨

Watch Here: https://youtu.be/XLZjRoLivJwAbout the Guest: Dolores Hirschmann is the founder of Masters in Clarity, a business strategist, speaker coach, and acquisition entrepreneur. With a background in marketing and communication, she helps business owners clarify their message to scale and exit successfully. She previously ran one of the largest TEDx events on the East Coast and co-founded a company that she later sold to Grant Cardone. As an active buyer of small professional services businesses, she works with founders to structure successful exits while preserving their companies' legacy.Summary: This episode of How2Exit dives into the power of communication and marketing in business sales and acquisitions. Guest Dolores Hirschmann, founder of Masters in Clarity, shares her expertise on crafting clear messaging that attracts the right buyers, partners, and investors. She breaks down the importance of strategic storytelling, leveraging public speaking, and using platforms like podcasts and events to increase business visibility—crucial for both selling a business and making acquisitions. Hirschmann also shares insights from her experience running a TEDx event, selling a business to Grant Cardone, and helping entrepreneurs build their stage presence to drive business success.Key Takeaways: Marketing is the Foundation of Business Success – Without clear messaging and strategic marketing, businesses struggle to grow, scale, or exit successfully. It's not about throwing money at ads—it's about human-to-human connection. Public Speaking as a Business Growth Tool – Whether you're selling or buying, putting yourself on the right stages (conferences, podcasts, networking events) can position you as an authority and attract opportunities.Clarity Drives Deal Flow – Whether pitching investors or marketing a business for sale, clear communication about what you offer, who you serve, and your vision is key to getting the right people engaged.The Power of Out-of-Category Marketing – Sometimes the best opportunities come from speaking to audiences adjacent to your industry—where you stand out and capture attention.The Seven-Step Speaking Framework – Hirschmann lays out a structured way to craft a powerful talk, from grabbing attention to delivering a strong call to action.Legacy and Liquidity in Acquisitions – As a buyer and consultant, Hirschmann helps business owners structure their companies to sell while preserving their brand's legacy.Networking is Key in M&A – Building relationships with CPAs, attorneys, and industry insiders can lead to acquisition opportunities that aren't publicly listed.Content Lives Forever – A single speaking engagement or podcast appearance can be repurposed into multiple pieces of content, creating long-term value.--------------------------------------------------Contact Dolores onLinkedin: https://www.linkedin.com/in/dhirschmann/Website: http://www.mastersinclarity.com/--------------------------------------------------

Guest: Jeff Tennyson, a Coach and Partner at CEO Coaching International and the former CEO of Lima One Capital, one of the country's leading lenders to real estate investors. Jeff is also a former coaching client of CEO Coaching International. Quick Background: Every entrepreneur dreams of a BIG exit. But having a dream isn't the same as having a plan. To attract an ideal buyer, owners and CEOs need to scale smart, assemble the right team, and adopt a strategic mindset that will turn their dream into a reality.  On today's show, Jeff Tennyson shares his blueprint for preparing yourself and your company for a BIG exit.

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!

Are You Building a Business or a Trap You Can't Escape? On this episode of The Liquid Lunch Project, hosts Matthew R. Meehan and Luigi Rosabianca sit down with Darryl Bates-Brownsword, a seasoned expert in business valuation and exit strategies. Together, they dive into the complexities of valuing a business, the importance of having a clear exit vision, and the common mistakes business owners make when preparing to sell. Darryl shares actionable insights on how to make your business sellable and why timing, vision, and intangible assets are critical to a successful exit. Episode Highlights: Every business owner has unique goals for exiting their business—know yours. Business valuations must align with reality, not fantasy; intangible assets often hold the most value. Timing matters: sell when you can, not when you have to. A clear vision for life after your exit is as important as your strategy to get there. Overvaluing your business and being too involved in its operations are common pitfalls. Younger entrepreneurs are leading the charge in building businesses with exits in mind. Employee ownership and trusts can be viable exit strategies—but only if properly planned. Surrounding yourself with a skilled team, from advisors to tax experts, is essential for a successful sale. Shifting from profit growth to asset growth is critical for maximizing valuation. Who is Darryl? Darryl is the head of Succession Plus in the UK, a global leader in exit planning and business strategy. With years of experience guiding entrepreneurs through the maze of business exits, he's the expert you want in your corner when it's time to turn your business into a legacy—or your next big opportunity. Thinking about selling your business someday? Start preparing now to ensure you exit on your terms. Tune in to hear Darryl's expert advice and make your business exit-ready today!   Favorite Quote: “You've done a great job at building a business, but selling a business is totally different. It's going to be the biggest payday of your life…or it's going to feel like a messy divorce.”   Connect with Darryl: https://succession.plus https://www.facebook.com/successionplusuk/ https://www.linkedin.com/company/succession-plus-uk/ https://twitter.com/successionuk https://www.youtube.com/channel/UCvDxV23Erux8w05NaMrUorw   Stay Connected: Connect with Matt and Luigi on Instagram: ➡️@matthew.r.meehan ➡️ @luigi_rosabianca, ➡️@theLiquidLunchProject ➡️@ShieldAdvisoryGroup. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. https://theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.  

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.CHAPTERS00:00 – Intro: Be Authentic or GTFO00:22 – Shoutout to Sponsors: SMA Support Services01:15 – Live from Exhale 2.0: The Underwater UN Mastermind02:00 – Meet Brian Franco: Founder & CEO of Meritage Partners03:50 – Why Strategic Buyers Pay More06:10 – How Pet Strollers Became a Booming Business10:20 – California Chaos & Fighting for Public Schools15:22 – Prepping Businesses for Market: Collapsing Timelines20:16 – Legacy Ready Live Event Overview: February 27-2826:45 – The True Cost of Legal Fees in M&A Deals31:08 – The Power of Predictable Revenue Streams34:00 – Why Culture Comes Before Process41:50 – Scaling Through Acquisitions vs. Organic Growth49:12 – Eric's Experience with Golden Handcuffs & Retention Strategies56:15 – How M&A Advisory Simplifies Exit Planning01:05:10 – The Value of Recurring Revenue in Commercial Roofing01:09:20 – Final Thoughts & Takeaways: Legacy Ready LiveIf you're an entrepreneur ready to think big and future-proof your business, don't miss this one!#Authenticity #BusinessGrowth #LegacyReadyLive #BeAuthenticGTFOListen 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/BeAuthenticAmazonMusic Connect with "Be Authentic or GTFO" on social media:Facebook: https://www.facebook.com/beauthenticorGTFOInstagram: https://www.instagram.com/beauthenticorGTFOWebsite: https://beauthenticorgtfo.com Follow Podcast Host Eric Oberembt on social media:Facebook: https://www.facebook.com/eric.oberembtInstagram: https://www.instagram.com/oberembt

Focus Advisors is a mergers and acquisitions firm specializing in the collision repair market and helping MSO owners achieve maximum value through a strategic exit. President Chris Lane and Senior Associate Madeleine Roberts Rich join the CollisionCast to discuss how collision repair business owners can help prepare for a sale.

Marc and his business partners accomplished something most entrepreneurs only dream of.They built an empire and exited for life-changing money.In this episode I sit down with Marc and talk about his strategy and how he built this massive empire and exited for a huge sum of money.This is a phenominal episode for anyone looking for the playbook to building a business and exiting for a mega payday.Sit back, take some notes, and enjoy the show.------------------Considering Investing In A Franchise? Discover Available Franchises Opportunities in Your Area:

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

David and Eric kick off 2025 by discussing the impact of current interest rates on business valuations. They delve into the recent trends, causes, and implications of ‘frothy' valuations in the middle market, particularly focusing on how private equity investments are altering the market dynamics. The episode also explores the discrepancies in interest rates, the...

Are you looking for a Third Growth Option ℠ ? Understanding the complexities of selling a business can be daunting for entrepreneurs, but this episode dives deep into M&A processes, from initial evaluations to closing the deal. With actionable insights and real-world success stories, this discussion illuminates the journey of preparing your business for sale.• Importance of understanding motivations behind selling • Basics of initial evaluations and financial assessments • The role of branding and culture in business value • Identifying and managing potential risk factors • Key components of business valuation and EBITDA overview • Steps to prepare for an effective sales process • Crafting targeted marketing materials for prospective buyers • Insights on Letters of Intent and due diligence • Strategies for improving business readiness for sale • Success stories that demonstrate transformative outcomesAlways growing.Benno Duenkelsbuehler CEO & Chief Sherpa of (re)ALIGN benno@realignforresults.com

In this episode of The Deal Room, Anthony and Stephen take you through the entire process of selling a business—from the first decision to sell to the final handshake. Whether you're preparing to step away from a business you've built or just curious about the deal-making world, this episode is packed with insights you won't want to miss.You'll learn:How to prepare for a successful business saleThe art of negotiation and building trust in dealsWhy M&A advisors are essential and how they guide the processThe emotional and strategic challenges business owners face during a saleWith real-world examples and expert tips, this episode dives deep into the psychology of selling, due diligence, and the key steps to close the deal with confidence.If you're a business owner, entrepreneur, or student aspiring to break into M&A, this episode is your blueprint to mastering the art of selling a business. Hosted on Acast. See acast.com/privacy for more information.

Want to know how to sell or buy a business like a pro? Tune in as Andrew Markou and Saleem Anwar from BusinessesForSale.com share their expert insights on navigating the complexities of buying and selling businesses. Whether you're looking to sell or invest, they break down what really matters—preparation is key!For sellers, it's about more than just numbers—it's about having clean financials, realistic valuations, and a business that runs like a well-oiled machine without you. Andrew and Saleem dive into how these steps not only maximise your business's value but also make it more attractive to buyers. They also highlight the emotional side of selling a business—this is often a life-changing event, and understanding your “why” is crucial for making the right decisions.Plus, get valuable tips on using modern tools like cloud-based accounting systems to streamline the process and keep everything organised. Ready for the big picture? Andrew and Saleem reveal why you should always run your business as if you're preparing to sell—even if you're not. This mindset ensures your business stays efficient, focused, and future-ready. Don't miss these game-changing tips!Episode 88 of the ActionCOACH Business Growth Podcast is Sponsored by Trustist Review Platform: https://trustist.com/Powered By ActionCOACH Business Coaching: The Help You Need to Grow Your Business: https://business.actioncoach.co.uk/ Hosted on Acast. See acast.com/privacy for more information.

Selling a business can feel like stepping into uncharted territory, especially when the mergers and acquisitions process starts piling on paperwork and jargon. It's not just about the numbers; it's about getting through the negotiations, valuations, and the emotions tied to handing over something you've built. The sheer scale of it all can leave anyone feeling overwhelmed. It's a lot to take in, and every decision seems to carry so much weight. https://www.youtube.com/watch?v=JH09c-vrows Scott Weavil is an M&A Advisor from Sierra Pacific Partners, a firm that specializes in sell-side mergers and acquisitions, focused on guiding business owners through the complex process of selling their enterprises. With a background as a Wall Street M&A attorney, Scott has a wealth of experience in deal-making and has transitioned into the M&A advisory space to help clients achieve successful business exits. Today, Scott discusses the essential elements of preparing a business for sale, including maintaining steady profitability, ensuring the business is not overly dependent on the owner, and the importance of clean financial records. Stay tuned! Resources Scott Weavil on LinkedIn Sierra Pacific Partners is a boutique sell-side M&A advisory firm and investment bank. Sierra Pacific Partners on Facebook

In this month's Funding University Podcast, Seth sits down with Craig Stacy of SunBelt Business Advisors back to ask him a very specific question: When  should owners start preparing to sell their business and what are the initial steps they should take Craig highlights the importance of understanding your financials and tax returns and what adjustments need to be made  We discuss why it is important to clean up inventory and flush out obsolete items  We wrap  up the podcast by talking about positioning the business to be sold and what a transition plan looks like. Please keep emailing us your questions.  If you have a question you'd like to submit, you can send it to ⁠⁠⁠info@thefundinguniversity.com⁠⁠⁠ and we'll do our best to have it answered in a future podcast.  Take care and we'll see you next month. About Seth Block: Seth is the Founder of the Funding University. He is also the National Sales Director for Thermo Credit/First Avenue Funding. You can reach Seth at: seth@thermocredit.com seth@firstavenuefunding.com seth@thefundinguniversity.com About Craig Stacy: Craig is the Managing Director at Sunbelt Business Advisors of Tampa and New York, a leading M&A advisory firm and an affiliate of SUNBELT, the world's largest business brokerage network. You can Reach Craig at: cstacy@sunbeltnetwork.com About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: ⁠⁠⁠⁠⁠⁠⁠www.thefundinguniversity.com⁠⁠⁠⁠⁠⁠⁠ Get Access To: 1. Blog: ⁠⁠⁠⁠⁠⁠⁠www.thefundinguniversity.com/blog⁠⁠⁠⁠⁠⁠⁠ 2. CPE Courses & Modules: ⁠⁠⁠⁠⁠⁠⁠www.thefundinguniversity.com/courses⁠⁠⁠⁠⁠⁠⁠

What happens when you don't sell your company and keep growing it for decades?  For Oscar, it means you become a billionaire. Oscar bought a company every six weeks for 20 years and now his business is worth about $50 billion. Yet, he still wears $15 t-shirts and lives by the values that helped him achieve success. In this episode, he shares how he became a billionaire while always putting family and faith first. He discusses his humble beginnings, the influence of his father, and how he's now passing on his wealth through a generational trust. From managing a $3 billion stake in his company to owning 300 classic cars and a $49 million private jet, Oscar's story offers a glimpse into life after massive success—without ever sacrificing who he is. This is Moneywise, a podcast where hosts Sam Parr and Harry Morton are joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. Who is Sam Parr? Sam is a serial entrepreneur and the co-founder of The Hustle, which he sold to HubSpot in 2021. He's also the co-host of one of the world's top podcasts for entrepreneurs, My First Million. Known for his insightful business acumen and candid communication style, Sam Parr continues to be a prominent figure in the world of media and entrepreneurship. Sam's newest and biggest venture yet is Hampton, which he co-founded in 2022. Who is Harry Morton? Harry Morton is the CEO of Lower Street, a company specializing in premium podcast production that he founded to transform brand narratives through audio storytelling. His expertise has made Lower Street a leader in the podcast industry, working with diverse clients from startups to Fortune 500 companies to enhance their market presence and audience engagement. This podcast was made for the Hampton community, a private, highly-vetted, peer membership community for founders and CEOs of fast-growing, tech-enabled startups. Chapters: Oscar's Lifestyle and Major Expenses (02:32) Military Service and Its Impact (11:18) Building a Business Empire (13:59) Walking Out on Investment Bankers (22:54) Sacrifices for Business Growth (24:58) Family Support and Business Success (28:10) Wealth Management and Generational Planning (32:47) Investment Strategies and Mistakes (37:01) Advice for Young Entrepreneurs (39:29) This podcast was produced in partnership with Lower Street and distributed by Morning Brew.

From building a game-changing education tech company to finding purpose after selling it, Jarrod Morgan's entrepreneurial journey is the kind of rollercoaster that'll make your head spin... in the best way possible. Today we're talking about a little bit of everything - including the highs, lows, and 'oh crap' moments that come with being a serial entrepreneur (and how to use that chaos to your advantage).  Can't-Miss Moments:Kicking things off strong with a heartfelt apology from Jarrod, the self-proclaimed "World's Biggest School Narc" Why selling his business for a lot of money (after a lot of work!) was only great for about the first 90 days...The mind-blowing way Jarrod used ChatGPT to save his mom's life (this one's probably gonna annoy all the "AI is the devil" haters)...How (and more importantly, WHEN) to "fake it until you make it" without outright lying, even if you're brand new...The interesting commonality Jarrod and I see among the world's most successful entrepreneurs (just reading this bullet and clicking to listen might show you have the same trait!)...Jarrod's bio:Jarrod Morgan has been a successful entrepreneur for over 18 years, most notably as the founder of ProctorU, the largest online proctoring company in the world valued at over half a billion dollars.Jarrod is an inspiring leader, award-winning entrepreneur, keynote speaker, and podcast host. Jarrod founded ProctorU in 2008, and in 2020 led the company through its merger and evolution into Meazure Learning. He has appeared on PBS and the Today Show, and has been covered by the Wall Street Journal, The New York Times, Forbes, and Fast Company Magazine. He studied computer science at the University of Florida, is a four-time Gator 100 winner, and was named one of 20 people to lead Birmingham for the next 20 years by BHM Biz Magazine.Jarrod now owns a hot rod shop with his family in Alabama, a home improvement startup, and hosts the Slow Smoked Business Podcast from his backyard bbq. He is married to Amanda Morgan and loves being a dad to his three daughters.Links and resources:Slow Smoked Business (SSB) on Apple PodcastsSSB on InstaSSB on YouTubeSSB on TikTokBook recommendation: Man's Search for MeaningSupport the showLet's collab: Book a chat Work with Angie Get the PTKA book Let's connect: Angie's FB Page Angie on IG Angie on YT If you dig the show and want to help bring more episodes to the world, consider buying a coffee for the production team!

Want to see Nigel in person and learn how to build your personal wealth and reach 8 figures? Get on the waiting list for the Wealthy Entrepreneur Workshop here.I just released an incredible podcast with Nigel Shanahan, the entrepreneur who sold his business for £53M. Nigel shared what it felt like to make that kind of exit and what life has been like after the deal.It's a fascinating look at selling a business, the massive changes that come with it, and how he's been making an impact ever since.

Adam Webb is the Owner and Managing Partner of Quazar, a boutique investment banking firm specializing in M&A services. In his role, he helps privately held businesses in the lower-middle market sell or grow through acquisitions. Adam has led deal teams and negotiated favorable outcomes for clients in dozens of transactions with an aggregate value of hundreds of millions of dollars. Before Quazar, he was the Senior Associate of Risk Management at RSM, where he specialized in helping clients perform internal audits and implement internal controls to maintain compliance. In this episode… Most entrepreneurs generating $10-20 million in yearly revenue are so involved in the daily grind of their business that they haven't even considered an exit. When it's time to retire, they often discover their company's value is lower than their targeted range. How can you prepare for an exit while ensuring an ideal sale valuation? With experience securing M&A deals for lower-middle market companies, Adam Webb often has to break the harsh news that most business owners won't walk away with $20 million from their transactions. You must consider transaction expenses and deal structures like escrows, equity rolls, where you retain some ownership in the business, and SBA finance deals, where the seller finances the buyer. These structures take time and understanding, so it's crucial to begin planning your exit at least five years in advance and disclose any outstanding company information to avoid value decreases or deal collapses during due diligence. Tune in to the latest episode of Destination Business Freedom as Pat Mancuso hosts Adam Webb, the Owner and Managing Partner of Quazar, to talk about optimizing your business for an exit. Adam shares how he determines business value during a transaction, the worst transaction he has ever witnessed, and how to reduce M&A taxes.

Don't you mean 2025?! NO. Why 18 months from now? Tune in to find out my prognostication for the next 18 months regardless of whether you want to sell or expand your business, and for tactical guidance if you want to maximize valuation. And if you're looking to improve your knowledge to become a better, more confident business owner, join us for our Q4 installment of the Ascendant Executive: https://polarishealthcarepartners.com/ascendant-executive/

In the latest episode of the Legacy Lawyer podcast, the hosts share their humorous experiences with technical difficulties during recording. They delve into a detailed analysis of a questionable tax strategy involving Section 643B trusts, which claim to eliminate capital gains taxes on the sale of assets by placing them in an irrevocable trust. The hosts caution listeners about this strategy's potential legal and financial risks, as the IRS has deemed it abusive. They advise conducting thorough research, seeking multiple professional opinions, and being cautious of tax avoidance schemes that seem too good to be true. The episode concludes with a reminder to consult qualified attorneys for personalized legal advice.

In this follow-up episode, Jered and Joel continue the discussion on how Jered sold his plumbing business for $5 million, diving deeper into the final stages of the sale and the transition that followed. Jered shares insights on navigating the due diligence process, where buyers closely examine the business's financials, customer base, and operations. He explains how he prepared for this scrutiny and ensured his business was in top shape. Jered also talks about the emotional side of selling a business he built from the ground up, discussing the challenges of letting go and the excitement of moving on to new opportunities. Joel asks about Jered's post-sale life, exploring how Jered reinvested his profits and the lessons he learned from the entire experience. This episode offers valuable advice for business owners considering selling their companies and those curious about life after a successful exit.

https://youtu.be/FniQ7bnxnJQ Scott Eisenberg, Founder of Franklin Capital Advisors, is driven by a deep desire to help people and solve problems collaboratively, shares his insights on how to sell your business and keep your legacy.  We learn about Scott's journey as an award-winning investment banker, restructuring and transaction financing specialist, and serial entrepreneur. He explains his framework for selling a business like Gino Wickman. This framework involves grooming strong leadership roles, setting clear expectations for your post-sale role, and choosing a buyer aligned with your vision and values. Scott emphasizes the importance of empathy and trust in these processes. He shares his experience advising Gino Wickman on selling EOS Worldwide and discusses the importance of alignment, cultural fit, and strategic planning in successful business transactions. His ability to build trust quickly and his commitment to delivering positive outcomes for clients are central to his frameworks. --- Sell Your Business & Keep Your Legacy with Scott Eisenberg Good day, dear listeners, Steve Preda here with the Management Blueprint podcast. And my guest today is my good friend, Scott Eisenberg, the Founder of Franklin Capital Advisors. He is an award winning investment banker, restructuring and transaction financing specialist. He is also a serial entrepreneur, having started or co-founded four different companies. I feel very privileged to have Scott here on this call because I was serving along him as a board member of the International Network of Mergers and Acquisition Partners, shortly known as IMAP. So, welcome to the show, Scott. Well, thank you, Steve. It's great to be here. We've known each other 20 years, so this is exciting to be able to do this together. Oh, my God, you are aging me here. Yes, indeed. At least 18, maybe more than 18. That's right. Closer to 20. Wow, time flies. So let's talk about, I mean, you've been in this business of investment banking, corporate finance advisory. I have always known you as a very purpose-driven individual. When we were on the board, that's shown through as well, and how you made your decision. So what is your kind of guiding light? What is your personal “Why,” and what are you doing to manifest it in your life? That's a great question, and thank you for asking that. What I found is I like helping people. I like helping. And when you asked me that question, I immediately had a flashback to a conversation I had with my dad when I was, I think, in high school and talking about what I want to do as a career. That was before I really knew much about the business world. And I said, I was thinking like maybe I want to be a therapist, a psychiatrist, or something like that, because I enjoy helping people. I enjoy helping them solve a problem with them together. And if you think about what I do, whether it be mergers or acquisitions or restructuring, I'm dealing with someone who has a life event. It's something that they have happened to them maybe a couple of times in a lifetime. But it's a life event. Some of them might be the only time in their lifetime. It's really mission critical to be on game, mission critical to deliver results. It's also, I would say, mission critical to be sensitive, especially in privately owned businesses, to the emotional and psychological issues that they're dealing with when they're going through these issues. It's a great mixture. The advisory work I do is a great mixture of combining those skill sets. The business skill sets with the, I'll just call it the empathy and the caring that you need to bring a positive outcome for our clients.Share on X Yeah, I mean, I remember that feeling that you're describing here from my days as an investment banker, because oftentimes the biggest impediment of a transaction was the lack of trust between the parties, the fear that they would be taken advantage of. And in order to allay that fear,

Today, Tom's guest is Patrick Ungashick, the CEO of NAVIX. Patrick guides you through the essential steps to ensure that you sell your business the right way — from preparing your business for sale to securing the best deal. He also shares how to position your business for a successful sale and ensure you get the maximum value when it's time to exit.Patrick also previews the highlights of his upcoming workshop at the Mile High Profit Summit on how to grow your business and create an exit plan.Episode Highlights:[00:00] - Intro[01:50] - Patrick's bio and backstory[03:08] - Happy Exit[04:16] - Key things that need to be checked before considering an exit[06:04] - Building great company vs. a great team[06:31] - The Growth Myth workshop[07:07] - Factors that can hijack the ability to sell business[08:20] - Investing in your team[10:16] - How the exit game has changed over the years[12:51] - Factors to consider when evaluating if a business is ready to sell[14:37] - What trades do better than others[16:43] - Acquiring underperforming businesses and turning them around[20:32] - Mistakes contractors make in business deals[21:56] - Ideal size of a business for sale[23:50] - Profit margins and business efficiency in attracting buyers[25:14] - Key topics Patrick will cover in his workshop[27:42] - How to reach out to Patrick[28:43] - Closing thoughtsResources:== NAVIX Consultants Website: https://www.navixconsultants.com/ == Get the Freedom Bundle (Nail Your Numbers course + Shin-Fu Sales training) for $248 (Save $100) https://thecontractorfight.com/freedom/

Scott Eisenberg, Professor at the Ted Rogers School of Management at Toronto Metropolitan University, is driven by a deep understanding of how employees start a spinout venture.   We discuss the key moments that spark employees to leave their corporate roles and start their own ventures. From strategic disagreements and personal conflicts to ethical dilemmas and liquidity events, he sheds light on the diverse reasons behind these entrepreneurial leaps. He introduces his framework, which focuses on preparations and considerations, addresses strategies and challenges faced during the transition, and highlights post-launch steps for managing and growing the new business.    He also introduces the idea of hybrid entrepreneurship, where individuals juggle side projects while still employed, eventually turning their side hustle into a full-fledged business. Andre's new book, Spinout Ventures: Transition from Employees to Entrepreneurs, is a valuable guide for aspiring entrepreneurs and managers alike, offering practical advice on turning corporate frustrations into entrepreneurial success.   () Scott's personal Why () Selling a business like Gino Wickman - The EOS example () Scott's most exciting project () Find out more about Scott   Links and Resources Scott's LinkedIn https://www.linkedin.com/in/scotteisenbergfranklin/ Franklin Capital Advisors franklincapital.us Test-drive Steve's Summit OS Toolkit: https://stevepreda.com/summit-os-toolkit/ Management Blueprint Podcast on Youtube https://bit.ly/MBPodcastPlaylistYT  Steve Preda's books on Amazon https://www.amazon.com/stores/author/B08XPTF4ST/allbooks  Follow video shorts of current and past episodes on LinkedIn https://www.linkedin.com/company/stevepreda-com/

In today's episode, we're diving into a topic that can evoke a mixture of excitement and anxiety for many business owners: preparing to sell your business. Drawing from personal experience and professional insights, I'll share essential steps to ensure you're ready when the time comes to make an exit. We'll explore the importance of documenting standard operating procedures (SOPs), building contingency plans, and tightening up your financials. Whether you're planning an imminent sale or just want to be prepared for future opportunities, this episode is packed with actionable advice to help you maximize the value of your business.   What you'll hear in this episode: 05:29 SOP documentation and training library impact business sale. 08:26 Create contingency plans for Internet outages. 11:51 Expert business analysis and preparation for investors.   If you like this episode, check out: This Could Be the Most Expensive Sales Mistake You Make Stop Doing This to Your Customers How to Integrate Business Development Into Habits   Want to learn more so you can earn more? CFO On Demand click here Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon 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. Please consult a qualified professional before implementing anything you learn.

Guest Carrie Kerpen, the founder of the agency Likeable, sold her business for 8 figures and teaches women founders how to successfully exit their businesses.In the financial world, there are many gender gaps: the wage gap, the investing gap, the funding gap, and the "exit" gap, where exclusively female-founded companies capture a minuscule 0.8% of the total exit value. Carrie shares tips on how to prepare your business for an acquisition. For more of Carrie's insights, check out her podcast, The Exit Whisperer, and The Whisper Group, her exit-readiness advisory firm dedicated exclusively to women-owned businesses.

Jenn Lee, the former vice president of industry engagement and support for host agency Travel Planners International (TPI), made her Humans of Travel debut in the podcast's very first episode in 2020. Now, she's making her return to Humans of Travel four years later in her new role as president of Vacation Planners, the just-launched franchise division of TPI. In this episode of Humans of Travel, listeners will hear all about the new Vacation Planners brand, and why franchising can be a desirable option for travel businessowners. We will also dive deeper into what makes Jenn Lee who she is — the choices and the past experiences that have shaped her, including a name change and a childhood defined by constant change. She'll also reflect on lessons learned as a young mother, and why she believes it's important to practice forgiveness every day.  This episode was sponsored by the Iberostar Resorts. RESOURCES MENTIONED IN THIS EPISODE From Travel Weekly: Why Jenn Lee Hates Independent Contractors Trade Secrets Podcast on Succession Planning for Travel Advisors: So, You Want to Sell Your Business? Here's How Trade Secrets: Vocabulary episode with Jenn Lee: Travel Advisors, Stop Using These Phrases Right Now Vacation Planners (launching in October) Email Jenn: jenn@vacationplanners.com Jenn on Facebook  Jenn's Fiercely Forward Facebook Group ABOUT YOUR HOST  Emma Weissmann is the Managing Editor of TravelAge West, a print magazine and website for travel advisors based in the Western U.S. She is also the co-host of Trade Secrets, a podcast created with sister publication Travel Weekly. TravelAge West also produces national trade publications Explorer and Family Getaways, as well as events including the Future Leaders in Travel Retreat, Global Travel Marketplace West, the WAVE Awards gala and the Napa Valley Leadership Forum.  ABOUT THE SHOW  TravelAge West's podcast, “Humans of Travel,” features conversations with exceptional people who have compelling stories to tell. Listeners will hear from the travel industry's notable authorities, high-profile executives, travel advisors and rising stars as they share the highs and lows that make them human.See omnystudio.com/listener for privacy information.

View the complete show notes for this episode. What You'll Learn M&A Evolution: Learn about the M&A transactions that resulted in the formation, growth, sale, and reformation of two multi-million dollar companies. ASME Certification: Insights into the challenges involved in working with international suppliers and the importance of confirming valid certification.  Cannabis Industry: An overview of the layers of the cannabis industry and its evolution, from manufacturing through to consumer sales. Corporate Culture: How the culture of a company can be organically grown and fostered through the hiring process to bring passion to the workplace. Want More? Related Resources:  Crossroads: Deciding to Sell Your Business vs. Doubling Down Why do Companies Acquire Other Businesses? Business Valuation: A List of Factors to Consider Additional Resources: Planning to sell your business? Schedule a free consultation today. Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business, Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue, and Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business. Purchase your copy now of A Beginner's Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal Listen to Other Episodes Cannabis M&A – The Highs and Lows of an Emerging Market with Charles Alovisetti A Buyer's Perspective — Why the Human Side is More Important Than Money in M&A Transactions with Austin King How Your Employees Can Impact the Value of Your Business with Marco Robert Everything You Want To Know About the Cannabis Industry with Nick Brandis Cannabis Drinks – The Latest Craze in an Evolving Market with Paulo Sobral

Josh Wilson discusses the challenges of his entrepreneurial journey, including a significant financial loss. He shares insights on selling to holding companies, evaluating business acquisitions, and building value for future exits. The episode also covers recruiting c-suite executives and achieving freedom for entrepreneurs and their teams.

Learn More About Attending the Highest Rated and Most Reviewed Business Workshops On the Planet Hosted by Clay Clark In Tulsa, Oklahoma HERE: https://www.thrivetimeshow.com/business-conferences/   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/   Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com)   Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Actual Client Success Stories from Real Clay Clark Clients Today HERE: https://www.thrivetimeshow.com/testimonials/   See Thousands of Case Studies Today HERE:  www.thrivetimeshow.com/does-it-work/