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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/
Is your chiropractic practice actually a sellable business, or have you accidentally built yourself a job? In this follow-up conversation on preparing your practice for sale, Dr. Lauryn sits down with Dr. Jay LaGuardia to unpack the numbers, systems, and blind spots that determine whether a clinic becomes a valuable asset or quietly closes its doors.Together, they break down EBITDA, practice valuation, multipliers, profitability, private equity, succession planning, and why gross revenue alone does not determine what your practice is worth. Dr. Jay also shares why chiropractors need to increase their financial IQ, how strong systems and predictable cash flow raise practice value, and why waiting until you're tired, injured, or ready to retire may cost you hundreds of thousands of dollars.Key Takeaways:Your practice valuation is based on profitability, predictable cash flow, systems, team, brand, and future earning potential—not just gross revenue. A high-revenue practice can be worth less than a smaller, more profitable clinic if the business fundamentals are weak.EBITDA and multipliers are essential concepts for chiropractic practice owners to understand before they ever think about selling. The stronger your systems, documentation, team, cash flow, and patient base, the stronger your multiplier can become.Chiropractors need to start preparing for succession three to five years before they plan to exit. Illness, disability, burnout, and unexpected life changes can destroy practice value quickly if there is no plan in place.Financial IQ and business IQ are no longer optional for clinic owners. Learning how to read a P&L, understand payroll metrics, and make decisions from abundance instead of scarcity can dramatically change the future of your practice.Guest Bio:Dr. Jay LaGuardia has been an entrepreneurial enthusiast for more than 45 years, beginning his first business journey at just 12 years old. Over the course of his career, he has opened 18 companies across multiple industries, including chiropractic offices, coaching companies, real estate development, fitness studios, podcasting, and more. He is also an Amazon bestselling author and the founder of Triple P Life, where he helps entrepreneurs build thriving, profitable businesses while also pursuing peak health, strong family lives, and long-term personal fulfillment.Contact Dr. Jay directly drjay@tripleplife.comFind resources and ways to work with Dr. Jay at Triple P LifeFollow Dr. Jay on InstagramResources:Follow Dr. Lauryn: Instagram | Facebook | LinkedInFollow She Slays on YouTubeMentioned in this episode:To learn more about CLA and the INSiGHT scanner go to the link below and enter code SHESLAYS when prompted.CLAHolistic Marketing HubWant to attract ideal patients to your clinic? No time to utilize your clinic's social media pages? Holistic Marketing Hub teaches you (or one of your team members) exactly how to use your clinic's Instagram account to find and attract those patients in your community. Use code "SheSlays" to get $300 off!Holistic Marketing HubGo from surviving to thriving with Genesis Chiropractic Software. Learn more and get your special discount using the link below!Genesis Chiropractic Software
Small Business Exit Strategy: What Makes a Business Sellable? with Mike Finger Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com Make more, work less video: https://youtu.be/ Are you building a business that you can actually sell, or have you just created a demanding job for yourself? In this episode of The Profit Answer Man, Rocky Lalvani sits down with Mike Finger, founder of Exit Oasis, to discuss the realities of preparing a small business for a successful exit. Mike, who identifies as "unapologetically small business," shares his hard-learned lessons from owning eight different businesses. In this episode: A business that is enjoyable to own is more likely to be attractive to a buyer. Sellable businesses produce results that are desirable, duplicatable, and documented. Revenue growth without profit does not automatically create business value. Hiding profit to reduce taxes can significantly hurt valuation at exit. Systems such as Profit First and EOS can help remove the owner as the bottleneck. Key Takeaways: Sellability and ownability are next-door neighbors. You must build desirable, duplicatable, and documented systems. The expected "silver tsunami" of business sales hasn't materialized. Hiding profit to save on taxes actively destroys your business's valuation multiple. Relying blindly on a business sale for retirement is a dangerous strategy. Mike Finger's Money Learning:Mike Finger's core money lesson is that small business owners often sacrifice long-term wealth for short-term tax savings. His point is clear: when you hide profit to reduce taxes, you may also reduce the value of your business in the eyes of a buyer. Mike's message is that provable profit, clean financials, and strong systems are what create real enterprise value. Why This Conversation Matters: Most small business owners assume that if they work hard enough, grow revenue, and keep the company going long enough, the exit will eventually take care of itself. This conversation matters because Mike makes it clear that sellability is not automatic. A business only becomes valuable to a buyer when it can produce results without being fully dependent on the owner. About Mike Finger: Mike Finger is "unapologetically small business". Over the last 25 years Mike has bought, built and sold multiple businesses. Building his first business was a rewarding challenge, but what really captivated him was selling his first business. "Selling that business was a miracle in my life. It changed everything, but it almost didn't happen." He was 10 years in with 50 employees when he found out his business was unsellable. It was devastating. But he moved forward and focused on changing a few simple elements in the business. Those changes made that first sale possible, and it changed his life. He wants to help other small business owners make their business ready, so they can experience the incredible impact of a small business sale. Links: Website: https://exitoasis.com/ LinkedIn: https://www.linkedin.com/in/mike-finger/ Profit Blueprint Calculator I Profit Comes First: https://lp.profitcomesfirst.com/profitblueprintcalc-page Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Most small businesses can't be sold, even when they're profitable. The reason is that they were built around the owner instead of built for value. In this episode of CEO Numbers Network, I share a real client story about a business owner who came to me ready to sell and found out her business had no resale value. She had been minimizing profit for years to lower her taxes and running personal expenses through the company, and the strategies that felt smart while she was building it were the exact things blocking her exit. I walk through the 7-step framework I use with my CFO clients to shift from operating a business to owning an asset that can run without you. You will learn what makes a business valuable to a buyer, why tax-minimization strategies can backfire when it's time to sell, how to standardize your offers, how to build recurring revenue, and how clean financials drive the kind of value that gives you options 3 to 5 years from now. If you have ever wondered why your profitable business still feels like a trap, or how to position your company so you have the option to sell, scale, or step back, this episode will show you exactly where to start.
Most small businesses can't be sold, even when they're profitable. The reason is that they were built around the owner instead of built for value. In this episode of CEO Numbers Network, I share a real client story about a business owner who came to me ready to sell and found out her business had no resale value. She had been minimizing profit for years to lower her taxes and running personal expenses through the company, and the strategies that felt smart while she was building it were the exact things blocking her exit. I walk through the 7-step framework I use with my CFO clients to shift from operating a business to owning an asset that can run without you. You will learn what makes a business valuable to a buyer, why tax-minimization strategies can backfire when it's time to sell, how to standardize your offers, how to build recurring revenue, and how clean financials drive the kind of value that gives you options 3 to 5 years from now. If you have ever wondered why your profitable business still feels like a trap, or how to position your company so you have the option to sell, scale, or step back, this episode will show you exactly where to start.
Send us Fan MailMany practice owners assume their business will fund retirement — but the real question is: Is your practice actually sellable? In Part 1 of this 4-part series, Tom Seeko and CJ Burnett break down what buyers look for when purchasing a veterinary hospital, and what can quietly reduce practice value.You'll hear how practice value is tied to what transfers to a buyer — including:Consistent profitabilityA strong, stable teamDocumented systems and processesA stable client baseClean financialsLimited owner dependenceThey also cover common value-killers like poor bookkeeping, unclear roles, high turnover, and a practice that can't function without the owner.Reflection question: If you disappeared for 90 days… what happens?Explore more resources: flvetadvisors.com Smarter Vet Podcast-https://flveterinaryadvisors.com/smarter-vet-financial-podcast/Watch the no cost 5-part video course to review your finances and see where you could be doing better in your finances:5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/Find out what you could be overlooking within your practice by taking our brief assessment:Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice:Schedule a time-https://flveterinaryadvisors.com/contact-usInstagram-https://www.instagram.com/flveterinaryadvisors/Facebook-https://facebook.com/flvetadvisorsLinkedIn-https://linkedin.com/company/flvetadvisorsYouTube- https://www.youtube.com/@floridaveterinaryadvisors7665
This week on Dentistry Unmasked, Brian and Pam sit down with Brian Franco for a candid, eye-opening conversation that challenges how dentists think about the value of their practices. Brian makes a compelling case that a dental practice is, first and foremost, a business—and should be evaluated and sold like any other business. But here's the twist: it's not collections, production, or even EBITDA that ultimately determines value. According to Brian, it's transferability that truly drives what a practice is worth. Together, they unpack what transferability really means, why it matters more than traditional financial metrics, and how it can dramatically impact a future sale. Brian also offers a strong argument for why dentists should consider working with an industry-agnostic brokerage when it's time to transition out of ownership. If you're thinking about the future of your practice—or even just want to understand its true value—this is an episode you won't want to miss.
Dan Cohen is a dynamic entrepreneur with over twenty-five years of experience and a deep passion for brand building. Dan is recognized for his strategic approach and ability to foster strong, lasting relationships. With release of his book, Awakenings In Real Life, he tells the story of his dad's awakening from his dementia. When his father awoke, it woke Dan up too. Dan also hosts a podcast with the same name.Visit Dan Cohen's Website: www.awakeningsinreallife.com
In this episode, Bradley sits down with David Barnett, consultant, author, and longtime advisor on buying and selling small businesses. David shares his path from early interest in business to working in Yellow Pages sales, business brokerage, banking, and eventually building a consulting practice focused on helping people buy and sell Main Street and lower middle market companies.They discuss how buyers think about business value, why multiples are only the first pass in evaluating a deal, and what separates a business that is merely profitable from one that is actually sellable. David also explains the difference between SDE and EBITDA, why systems matter so much in a sale, and how terms can be more important than headline price.This conversation moves beyond valuation and into ownership itself. What makes a business attractive to a buyer? How do systems and delegation increase both freedom and enterprise value? And why do so many owners build businesses that only a younger version of themselves could buy?If you care about building a company that is easier to run, easier to grow, and eventually easier to sell, this conversation is for you.Visit https://workshop.blueprintos.com to register for the upcoming Above The Business workshop.Learn more about David Barnett: https://www.investlocalbook.com/ Listen to David Barnett's Small Business podcast: https://www.investlocalbook.com/p/in-media.html Find David Barnett's books on Amazon: https://www.amazon.com/s?k=David+C.+Barnett&i=audible&ref=dp_byline_sr_audible_1 Thanks to our sponsorsCoach P ConsultingCoach P found great success as an insurance agent and agency owner, leading a large and stable team of top-performing professionals. Today, he shares the systems, delegation strategies, and specialization methods he developed along the way. Gain access to weekly training calls and mentoring at:https://www.coachpconsulting.comBe sure to mention you heard about it on the Above The Business Podcast.Autopilot RecruitingAutopilot Recruiting helps small business owners solve staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every business day, optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities.https://www.autopilotrecruiting.comMention Above The Business Podcast when you reach out.Direct ClicksDirect Clicks is built by business owners, for business owners. They specialize in custom marketing solutions that drive real results. From paid search campaigns to SEO and social media management, they provide comprehensive digital marketing support to help your business grow.Exclusive offer for listeners:https://directclicksinc.com/abovethebusinessGet a free marketing campaign audit and actionable recommendations.About Above The BusinessAbove The Business is hosted by Bradley Hamner, founder of BlueprintOS, and focuses on helping small business owners transition from Rainmaker to Architect by building systems, teams, and operations that scale.
In this Coffee Conversations®, Heidi J. Ellsworth is joined by a panel of experts for a discussion of the top mistakes business owners make when it's time to sell and how to avoid leaving money on the table. They'll talk through what today's sophisticated buyers really look for, why preparation years in advance matters, and how to build a company that commands premium valuations. From messy financials to high client acquisition costs and weak systems, this conversation will help roofers, contractors and owners understand how to de-risk their businesses in the eyes of buyers. Whether you're thinking of selling soon or just want a stronger, more scalable company, you'll walk away with practical changes you can start making now. Learn more at RoofersCoffeeShop.com! https://www.rooferscoffeeshop.com/ Are you a contractor looking for resources? Become an R-Club Member today! https://www.rooferscoffeeshop.com/rcs-club-sign-up Sign up for the Week in Roofing! https://www.rooferscoffeeshop.com/sign-up Learn more about Exit Stage Left Advisors here! https://www.rooferscoffeeshop.com/directory/exit-stage-left-advisors Follow Us! https://www.facebook.com/rooferscoffeeshop/ https://www.linkedin.com/company/rooferscoffeeshop-com https://x.com/RoofCoffeeShop https://www.instagram.com/rooferscoffeeshop/ https://www.youtube.com/channel/UCAQTC5U3FL9M-_wcRiEEyvw https://www.pinterest.com/rcscom/ https://www.tiktok.com/@rooferscoffeeshop https://www.rooferscoffeeshop.com/rss #ExitStageLeftAdvisors #RoofersCoffeeShop #MetalCoffeeShop #AskARoofer #CoatingsCoffeeShop #RoofingProfessionals #RoofingContractors #RoofingIndustry
If you own a 1–2 location med spa and want the option to scale or sell in the next 3–5 years, this episode breaks down what actually makes an aesthetics practice valuable — beyond surface-level revenue growth. Strong revenue alone does not make your med spa sellable. Buyers care about predictability, repeatability, clean financials, and reduced owner dependency. In this episode, I'll explain what private buyers, partners, and lenders really evaluate when assessing the enterprise value of a medical spa. Common Mistakes that Lower Your Med Spa's Enterprise Value Whether you're years away from selling or just want to increase your business value, this episode will help you focus on the core elements that make your business not just worth running—but worth buying. Even profitable, cash-flowing med spas can struggle to sell if: Financial reporting isn't clean EBITDA isn't normalized The owner is still the bottleneck Systems aren't documented Growth depends on personality rather than process Enterprise value determines whether your growth is transferable and durable. From Owner-Dependent to Sellable Med Spa: A CFO's Perspective You'll learn how to shift your mindset from emotional attachment to your work towards making smart, strategic, and financially sound decisions that attract the right buyers. From building clean financial infrastructure to understanding the importance of normalized EBITDA, I'm sharing real-world examples and reasoning, including why presenting trustworthy financials and reducing owner-dependency can make or break a potential sale. Listen for these 6 key insights: The difference between owner-dependent profit and institutional profit Why EBITDA normalization matters when selling a med spa How personal expenses distort financial optics Why clean financial infrastructure builds buyer trust How tax strategy can impact your exit valuation What buyers look for in multi-location aesthetic practices Action Steps for Scaling and Selling Your Aesthetic Practice If selling — or scaling — is even a remote possibility in the next 3–5 years: Ensure your books are clean and up to date for at least 3 years Separate personal expenses from business operations Normalize revenue and expenses to reflect true operating profit Evaluate owner dependency in day-to-day operations Document SOPs for treatment delivery, leadership reporting, and financial processes Assess whether your med spa could operate without you for 60–90 days If your practice cannot function without you, you've built an income stream — not an asset. Thinking About Opening Another Location? "The best thing you can do when you're exploring a transaction with a potential buyer is to establish trust through clean financials, establish that trust that they have reliable data they're working off of, and then everything else is seamless." - Shannon Weinstein Before expanding, ask: Are your current economics repeatable? Is your EBITDA consistent and defensible? Could a second location follow the same financial blueprint? Scaling without institutional structure multiplies risk. Scaling with documented systems multiplies enterprise value. Financial Strategies to Prepare Your Aesthetics Business for Sale If you want to evaluate whether your med spa is positioned for scale or exit, start with the Financial Scaling Playbook for Aesthetics. Get it today: www.keepwhatyouearn/playbook This free 5-part video series walks you through: Offer profit Operating margin Cash flow management Customer lifetime value Enterprise value readiness Follow Shannon & Keep What You Earn: Shannon Weinstein is the founder of a fractional CFO firm specializing in helping 7-figure aesthetics and wellness practices scale with clarity, cash flow, and confidence. Host of the "Keep What You Earn" podcast, Shannon provides practical financial insights and strategies for business owners looking to build truly valuable and sellable practices. She breaks down what it means to create a business buyers will pay a premium for—going beyond surface-level metrics to address the essential financial building blocks. Shannon is committed to helping med spa owners understand, fix, and maximize their business's enterprise value, offering actionable advice and resources, including a popular free video series specifically for aesthetics practice owners. Fractional CFO Services and Executive Financial Review: https://www.keepwhatyouearn.com/ Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/@KeepWhatYouEarn Listen on your favorite podcast app: https://pod.link/1580071347 Instagram: https://www.instagram.com/shannonkweinstein/ The information shared is for educational purposes only and is not individualized financial advice. Aesthetics practice owners should consult a qualified professional before implementing financial strategies discussed here.
For many private therapy practices, the end-of-the-road often looks like quietly closing the door, but it can be quite exciting to entertain the idea of selling your practice one day.In this episode, registered psychotherapist Liane Wood and I gently challenge you to explore what it actually means to build a sellable therapy practice—not because you should sell someday, but because thinking this way creates more freedom, sustainability, and financial clarity right now in your personal and professional life.We discuss the emotional blocks therapists face around identity and money, the practical systems that make a business transferable, and how shifting into a CEO mindset can turn your practice into a true asset rather than a job you can never leave.“You can be a compassionate, heart-centered therapist and a strategic practice owner at the same time.” — Liane WoodThe idea of selling a private practice can bring up feelings of grief, guilt, or fear for many therapists—especially when the business feels deeply personal. And if that's the case for you, I encourage you to tune into this episode to learn how separating who you are from what you own allows your practice to become more profitable, less stressful, and more profitable and resilient.From Therapist Identity to Business Asset: Key Conversations from This Episode Even if you're years away from selling your practice, or it's not even on your radar, making these shifts now creates options for your future: stepping back, delegating, taking real time off, or eventually passing your legacy on to someone aligned.(00:04:57) Therapist Identity vs. Business Ownership(00:07:37) Emotional Resistance to Selling or Stepping Away(00:14:58) What Actually Makes a Therapy Practice Attractive to Buyers(00:16:17) Why Systems, Branding, and Diversification Matter(00:24:18) How CEO-level Money Habits Change EverythingWhy Making Your Practice Sellable Changes Everything (Even If You Never Sell) One of my favorite takeaways from this conversation is this: building a sellable practice isn't about exiting—it's about creating options. When your business has clean finances, clear systems, diversified revenue, and a brand that isn't dependent on you alone, everything feels lighter. You're no longer trapped inside your own practice. Instead, you're running a business that can support you, your clients, and potentially future owners long after you choose to reduce your personal hours or take a step back.Practical Takeaways for Therapists Thinking About the Long Game You are a business owner who practices therapy inside a container you've built. You are not the container itself.Track numbers regularly, separate personal and business finances, and pay yourself intentionally.Diversifying your income through group therapy, supervision, digital products, or associate teams increases the business's sustainability and transferability.Implementing systems that include SOPs, clear workflows, and organizational branding ensures anyone can step into a role.A sellable practice gives you freedom—whether you sell, step back, or keep running the business forever.Building a practice that can be sold doesn't mean you're planning to leave—it means you're honoring your future self. My hope is that this episode helps you see your work not just as meaningful, but also as valuable in a way that supports longevity, choice, and peace of mind.Ready to...
In Part 8 of our 10-part House Flipping 101 series, we're diving into the design and decision phase and how to make smart, sellable choices. Design is not just about style. It is about protecting value, honoring the property, and making decisions that support your numbers. We'll talk through when to keep original features that add character, when damaged areas must be replaced, and why many buyers love original touches. You'll also learn how to design for the right renters or buyers, avoid overspending, and stay focused on what matters most, your numbers. __________________________________________________________________ New videos drop multiple times every week!Make sure to hit SUBSCRIBE and tap the notification bell, so you never miss a video.If you're finding the content helpful or inspiring, it would mean the world if you shared it. Your support helps me reach more people and keeps this community growing! __________________________________________________________________ Big News! The Furniture Flipping Academy Is Now Only $79!Whether you're brand new to flipping, already established and ready to scale, or looking for additional income streams that don't require painting a single piece, the Academy was built for you. Inside, you'll get a complete library of industry-proven systems, pricing strategies, sourcing methods, and multiple ways to earn—so you can grow your income with confidence. A small investment today can open the door to big possibilities this year. Claim Your $79 Academy Access → https://learn.mycreativedays.com/academy __________________________________________________________________ New to My Creative Days? Welcome!I share creative inspiration, DIY tutorials, thrifting tips, furniture makeovers, and real-life projects across all my platforms. I'd love for you to come say hello and connect wherever you love to hang out: Explore the Blog:https://www.mycreativedays.com/Your go-to hub for DIY projects, thrifted makeovers, furniture makeovers, recipes, and creative inspiration. Listen to the Podcast:https://learn.mycreativedays.com/podcasts/my-creative-daysHonest conversations, creative motivation, and tons of tips. Follow on Pinterest:https://www.pinterest.com/mycre8tivedays/Fresh pins daily. DIY ideas, room inspiration, seasonal décor, and more. Join me on Instagram:https://www.instagram.com/mycreativedays/Daily stories, behind-the-scenes projects, thrift hauls, and real-time updates you won't see anywhere else. Hang out on Facebook:https://www.facebook.com/mycreativedaysEvery day, I post multiple times about my latest content, things I'm loving, favorite finds, deals, and more. __________________________________________________________________ Want to flip furniture successfully?Join my Furniture Flipping Academy:https://learn.mycreativedays.com/academyLearn everything from sourcing and pricing to scaling and earning in multiple ways (even beyond painting furniture). Get all my favorite links in one place:https://learn.mycreativedays.com/links __________________________________________________________________ Disclosure: Some links are affiliate links. I may earn a small commission at no extra cost to you. Thank you so much for supporting my content! Always read labels, follow manufacturer safety recommendations, and use proper safety equipment when working on DIY projects. You attempt any project at your own risk.
What if you're not building a business—you're just building a job you can't walk away from? Most brokers never think about selling their business—until they're forced to. Doug Adlam did the opposite: before closing a single deal, he sat down and planned his exit. In this episode, Doug shares what it really takes to build a mortgage business that's scalable, valuable, and eventually sellable. With experience in brokering, coaching, tech, and corporate leadership, Doug breaks down the real reasons most brokers can't exit—and how to fix it. Whether you want to sell someday or just want a business that runs without you, this episode will help you think—and build—like a true business owner. What We'll Cover: Systems, Process, People – The 3 pillars of a scalable and sellable mortgage business. Exit Starts Now – Why planning your exit before you “need to” gives you more options and freedom. Stop Hiring Clones – Why hiring people just like you limits growth, innovation, and transferability. The Google Review Trap – Why 5-star reviews don't mean your business is delivering a 5-star experience—and how to find your blind spots. Exit Options That Work – How brokers have successfully sold to kids, employees, partners, or outside buyers—and what to avoid. You don't need to sell your business tomorrow—but you do need to build like you could. That mindset shift will change everything. To connect with Doug, check out the links below: Instagram LinkedIn https://www.dougadlam.com/ https://www.adlaminnovations.com/ Doug's book on Amazon: The Business of Brokering Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Subscribe to my email list, Peckford's Playbook I Love Mortgage Brokering is in partnership with Ownwell. To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca/scott.
Send us a textShownotes can be found at https://www.profitwithlaw.com/517.Most law firm owners pour years into building their practice—only to realize they haven't created a firm that's truly sellable or scalable. Too often, retirement or an unforeseen event exposes just how unprepared the business is for a profitable exit.In this episode, Moshe Amsel sits down with Pam Meissner, a seasoned financial and operational leader who now guides law firm owners to greater profitability and exit readiness. Pam, COO at Cathcap, brings decades of experience helping entrepreneurs and law firms build businesses worth buying.Whether you dream of selling your firm, passing it to a partner, or simply want it to run (and grow) without you, this episode breaks down actionable strategies and frameworks—so you don't just work in your firm, you build something valuable.Resources mentioned:
Want to work together? I offer financial planning & investment management services. Learn more or schedule a call at https://www.assistfp.com/In this conversation, Justin Green & Cody McBroom sit down to explore becoming a better coach, monthly recurring revenue, and why building the business to sell despite no intentions of selling makes the most sense.Connect with me → https://www.instagram.com/justingreenfpCody McBroom on IG → https://www.instagram.com/codymcbroom/_ _ Assist Financial Planning L.L.C. (“Assist FP”) is a registered investment advisor offering advisory services in the State of Massachusetts and in other jurisdictions where exempted. Content may include topics related to tax planning and estate planning but should not be considered tax or legal advice. This material is for informational purposes only and not personalized advice. Investing involves risk. Past performance is not indicative of future results. Always consult your CPA, attorney, or financial planner before making financial decisions.
#750 Thinking about selling your business someday? Then you'll want to hear this episode! Patrick Lange, owner of Business Modification Group and one of the country's top HVAC business brokers, joins host Brien Gearin to break down what really makes a business sellable — especially in the trades. After selling over 140 companies, Patrick shares why hiding profits might save you on taxes but can kill your valuation, how to build a trades business buyers will actually want, and what to expect during the sales process. He also reveals how the “silver tsunami” of retiring baby boomers is creating massive opportunity for both buyers and sellers, the sweet spot for company size, and why service-based businesses are more attractive than those focused on new construction. Whether you're looking to buy, sell, or simply build with the end in mind, this episode is packed with practical advice, real-world stories, and eye-opening insights that every entrepreneur should hear! (Original Air Date - 5/26/25) What we discuss with Patrick: + Why hiding profits kills valuation + Four pillars of a sellable business + Benefits of trades vs. new construction + Ideal revenue range for acquisitions + Impact of baby boomer retirements + Importance of clean financials + Attracting buyers through content marketing + Role of employees in business value + Typical deal timelines and structures + Earning potential as a business broker Thank you, Patrick! Check out Business Modification Group at BusinessModificationGroup.com. Follow Patrick on LinkedIn and YouTube. Watch the video podcast of this episode! To get access to our FREE Business Training course go to MillionaireUniversity.com/training. To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Practice of the Practice Podcast | Innovative Ideas to Start, Grow, and Scale a Private Practice
When should you work with a credentialing company, and do things on your own? How much can you get done in your side-gig job over two hours a week? Why […] The post Building Great Lakes Online Counseling: From Side-Gig to Sellable Practice | POP 1316 appeared first on How to Start, Grow, and Scale a Private Practice | Practice of the Practice.
Most contractors wait too long to prepare their business for a sale—and lose millions because of it. In this episode, I talk with Cameron Bishop, Managing Director at Raincatcher, about what it really takes to make your construction company buyer-ready in the next 12 months. Cam brings 40+ years of executive and M&A experience and has completed more than 70 transactions worth over $500M. He breaks down the biggest deal killers, the accounting mistakes that stall closings, how to remove owner dependency, and why customer concentration over 20% scares buyers away.
UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross sits down with Todd Taskey to unpack what really drives the value of a digital marketing agency when it's time to sell. They explore how AI, tech enablement, and recurring revenue models are reshaping business valuations and exit strategies. Todd breaks down the financial levers like EBITDA, buyer types, and strategic acquisitions that can dramatically affect an agency's sale price. Whether you're preparing for a near-term exit or planning long-term growth, this episode offers a roadmap to positioning your agency for maximum value in a rapidly evolving market.ChaptersIntroduction to Business ValuationMarket Trends and Valuation MultiplesThe Impact of AI on Agency ValuationStrategic Acquisitions and Market PositioningRevenue and Retention as Key MetricsNavigating the Future of Agency GrowthThe Role of Strategic BuyersConclusion and ResourcesTo learn more go to 8figureagency.coTo reach out to Todd go to www.towerpartners.comTo listen to Todd go to SecondBitePodcast.com
Why Client Poaching Isn't the Real Problem in Your Studio (and What To Fix Instead)Hosted by: Christa Gurka, PT, OCS | Fit Biz StrategiesIf you've ever panicked because a client followed an instructor out the door… or you've worried that an instructor is “stealing” clients… this episode is going to flip that narrative on its head.Inside our boutique fitness and wellness studios, client poaching feels personal — but it's actually a symptom of deeper operational issues. And the good news? You can fix them.In today's episode, Christa breaks down why poaching happens, what's really driving client loyalty (hint: it's not what you think), and how to build a brand-first, team-centered system that keeps clients AND instructors loyal to your studio — not just one star player.Whether you run a Pilates studio, private practice PT clinic, yoga studio, or any wellness brick-and-mortar, this is a MUST-listen as you head into 2026.✨ What You'll Learn in This EpisodeWhy “client poaching” is not an instructor problem — it's a systems problemThe #1 hiring mistake most studio owners make (and how it leads to client loss later)How unclear onboarding creates blurred boundaries, confusion, and client attachment to individualsWhy clients start identifying instructors — not your studio — as the “product”How to flip your culture from star instructors to one cohesive teamWhat healthy studio ecosystems look like (and what broken ones look like)The systems Christa used at Pilates in the Grove to maintain brand loyaltyExactly what expectations, policies, and boundaries need to be in placeHow to create a culture where clients feel connected to the brand, not one personThe essential contracts every studio should have (even with ICs!)Leadership questions to ask yourself before blaming an instructorWhy 2026 must be the year you build or rebuild your foundations
In this episode of 'The Cash-Rich Exit Podcast', host Colleen O'Connell-Campbell welcomes back serial entrepreneur and M&A advisor Scott Duke, founder of Business Succession Group. Scott talks about his latest innovation - The Value Acceleration Calculator (VAC) - a practical, data-informed tool to assess sellability, estimate value, and identify key levers to increase enterprise value over time. This conversation covers: Why 80% of businesses never sell, and why most founders never realize the enterprise value they hoped for. How the VAC can score your business' sellability and identify where risk lives inside your operations. The three levers every founder must understand: revenue, profit efficiency, and multiples - and how each affects your future exit. Key Highlights Most businesses aren't sellable in their current state. Scott explains that many founders assume every business can be sold at some price - when in fact, buyers will simply walk away if the future cash flow risk is too high. Sellability comes down to risk reduction. The most critical factor? Dependence on the owner. If a founder is the primary relationship-holder, salesperson, or decision bottleneck - buyers see future cash flow uncertainty. Future cash flow is everything. Buyers don't buy past success - they buy the probability of future earnings repeating. Historical financials are just the rearview mirror. Three levers drive valuation: Revenue EBITDA efficiency ("how many pennies you keep per dollar") Multiple Scott emphasizes that many owners obsess over revenue (the "vanity number") rather than profitability and valuation mechanics. Energy matters. A founder's personal capacity to implement change can determine whether the strategy should be: a buildup to sale, or a multi-year harvest of cash flow instead. You can request the Value Acceleration Calculator by contacting Colleen O'Connell-Campbell directly via Linkedin If this episode sparked your curiosity about: increasing enterprise value reducing exit risk preparing for a sale in 3-10 years or planning a personal Cash-Rich Exit Reach out to Colleen O'Connell-Campbell for a 1:1 Wealth Gap Analysis. And don't forget to follow and rate the podcast - five stars appreciated! *** The Cash Rich Exit Podcast is brought to you by O'Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O'Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O'Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.
In this episode of the Dietitian Boss podcast, Libby Rothchild, founder of Dietitian Boss, welcomes Dan to discuss the intricacies of selling a mental health practice. Dan shares his expertise from Fireside Strategic, emphasizing the importance of leadership, systems, and risk mitigation in building a sellable business. The conversation covers various topics including the significance of team retention over client retention, financial metrics crucial for selling a business, and the human aspects of business transactions. Dan also explores the often overlooked option of selling a practice to another clinician through SBA financing, providing valuable insights for practice owners considering retirement or liquidity options.
In this episode, Kelly breaks down how signature systems can transform your business into a scalable, high-authority brand that increases conversions, clarity, perceived value, and lifetime customer retention. She shares examples of how her own signature systems and key frameworks have evolved into books, programs, agencies, trust-building offers, and multi-seven and eight-figure revenue channels. In this episode, you'll learn: What a signature system actually is - and how they enable scale beyond what you can personally deliver Why buyers are more likely to purchase when they understand the process, and why consumers today want structure and personalization Why having a defined, branded methodology increases conversions - and 11 ways to monetize your signature systems. If you want to increase revenue and lifetime value without creating a ton of new products, this episode is your blueprint. TIMESTAMPS 00:00 – 01:20: Why Kelly created this training and the problem many entrepreneurs face when the market doesn't "get" their offers yet. 03:10 – 05:45: Why signature systems increase sales: the psychology of consumer decision-making and the data behind it. 05:45 – 07:30: How a signature system simplifies your offer so the market understands it faster—leading to higher perceived value and price elasticity. 07:30 – 09:10: Modern buyers want customization + systemization (and a framework gives them both). 09:10 – 11:00: How signature systems differentiate you in a noisy market and elevate brand authority. 11:00 – 13:00: The four phases of defining, naming, visualizing, and structuring your system for delivery and scaling. 13:00 – 15:40: How signature systems help customers self-identify when it's time to move into your next offer. 15:40 – 18:00: The 11 ways to monetize a single signature system, from courses to corporate training to licensing. RESOURCES Purchase the Signature System mini-course replays for just $197 and learn how to turn your offer into a branded framework tah sells itself: https://go.virtualbusinessschool.com/signature Learn more about working with Kelly's team: https://kellyroachinternational.com/ Join Kelly's FREE weekly email newsletter: https://kellyroachinternational.kit.com/news Follow Kelly on Instagram: https://www.instagram.com/kellyroachofficial/ Follow Kelly on Facebook: https://www.facebook.com/kelly.roach.520/ Connect with Kelly on LinkedIn: https://www.linkedin.com/in/kellyroachint/
Grab a copy of our BOOK here: http://winningtheweek.com/ Join Lifehack Tribe: https://members.lifehackmethod.com/join-lifehack-tribeSUBSCRIBE to our podcast on the platform of your choice! Spotify: http://spoti.fi/3pNtPVe Apple Podcasts: http://apple.co/3tiIpWW Or subscribe to our YouTube channel: https://www.youtube.com/c/LifehackBootcamp Time stamps:03:27 – Designing Your Business to Run Without You12:10 – Map Your Role and Find Leverage15:00 - The 1% Better Principle.18:15 – Building a Master Map of Systems20:25 – Screencasting to Create Systems Effortlessly21:55 – Screencasts as a Major Hack for Clarity and Systems Creation25:15 – Creating Video SOPs for Delegation and Future Reference27:10 – Linking Recurring Tasks to SOPs for Seamless Execution and Delegation29:20 – Systemizing Every Role to Build a Sellable, Scalable Business30:36 – Planting Seeds of Systems for Future Leverage32:30 – Becoming a Systems Thinker33:39 – Using the Annoyance Method to Solve Root Problems36:51 – Small Wins Could Be Big Wins MasqueradingCheck out our FREE masterclass all about How To Plan The Perfect Week In 30 Minutes Flat: https://bit.ly/3eEZ9AQ Check out our website: https://lifehackmethod.com/
Join Brian Doyle on the MSP Business School podcast as he delves into the essential strategies for MSPs aiming for a successful business exit. Brian is joined by expert guest Josh Kotler from Canyon Point, who shares insights into the world of mergers and acquisitions (M&A) and offers invaluable advice for MSPs contemplating their exit strategies. This episode will guide you through the stages and steps necessary to enhance your exit and achieve the most rewarding outcome. Kotler emphasizes the importance of reaching a $4-10 million revenue mark for MSPs. He explains that this growth is essential for significant enterprise value creation, which is crucial for attracting higher multiples at the time of sale. Through his experience, Kotler also provides a glimpse into how MSPs can transform from owner-centric operations to scalable businesses. Listeners will gain insights into how to optimize financial management, improve operational efficiencies, and leverage peer networks to thrive and prepare for future transitions. Key Takeaways: Importance of Scaling: Kotler advises that MSPs should aim to reach at least $4 million in revenue to ensure a meaningful and profitable exit. Role of the Owner: Reducing the owner's involvement in daily operations increases business independence, enhancing the overall value during a sale. Building Financial Health: Maintaining robust financials and proper KPI tracking is crucial for demonstrating business maturity to potential buyers. Seek Guidance: Joining peer groups or consulting with experienced professionals can provide the insights needed for successful business evolution. Intentional Planning: It's vital for MSP owners to be proactive, starting their exit planning well in advance to optimize opportunities for successful transactions. Guest Name: Josh Kotler LinkedIn page: https://www.linkedin.com/in/joshkotler/ Company: Canyon Point Technologies Website: https://canyonpoint.com/ Show Website: https://mspbusinessschool.com/ Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ Sponsor vCIOToolbox: https://vciotoolbox.com
JOIN THE NICHE COMMUNITY → Mark your calendar for Rep Rundown - Happening Oct. 29th & 30th! Think your business isn't “sellable”? Think again! Shay Bacani, founder of Centura Financial, joins Robin and Jennifer to discuss what it really means to build a business that can operate (and even sell) without you. She shares how to stop playing small, why profit is the number that actually matters, and how to turn your lifestyle business into a true asset. From knowing your numbers to hiring top-down and documenting everything, Shay makes the intimidating side of money and valuations feel surprisingly doable. Hit play to get your financial wake-up call and start treating your business like the valuable asset it is! About Shay Bacani: Shay is the founder of Centure Financial and a Certified Financial Planner who helps entrepreneurs turn lifestyle businesses into true assets. She believes every business owner should understand their numbers and how those numbers drive scalability, sustainability, and long-term valuation. With a passion for education, Shay translates complex financial concepts into actionable strategies that empower her clients to build wealth and make confident decisions. Her approachable yet strategic style has made her a trusted guide for business leaders who want to align day-to-day operations with long-term growth. centurefinancial.com/meet-founder Today we will cover: (03:20) Meet Shay (05:50) What it means for a business to be “sellable” (11:45) The financial foundations that make or break your valuation (24:30) Why business is moving back to community and transparency (32:00) Hiring top-down; why a fractional C-suite can change everything (36:25) What metrics to track as you scale to multi-six figures and beyond (46:45) Understanding valuations and how investors really price your company (50:40) The inner work of building a business that lasts VISIT THE TEMPLATE SHOP EXPLORE THE PROGRAMS FOLLOW ALONG ON INSTAGRAM @TiqueHQ Thanks to Our Tique Talks Sponsors: Moxie & Fourth - Register Now for Route To Results Cozy Earth - Use code COZYTIQUE for 20% off
Do you often find yourself giving strategy away for free, burying it inside larger scopes, or treating it as a one-off exercise rather than the foundational work it truly is?In this episode of The Agency Blueprint, I'm joined by Anastasia Laskey to discuss one of the biggest challenges agency owners face: selling the value of strategy. Anastasia is the founder and president of Ground Control Research. She has helped agencies transform how they deliver pitch and price strategy by bringing insights, structure, and clarity to what can often feel like a fuzzy, abstract-oriented process. Listen in to learn how to price, pitch, and communicate strategy more effectively to command premium fees while also differentiating from competitors. You will also learn how to slow down and diagnose the client's real problems, quantifying the business impact, and tying strategy to revenue, growth, or risk mitigation. Key Questions:[01:19] How can you reframe the strategy conversation so clients see it as a business essential, not a “nice-to-have”?[03:34] Are you spending enough time diagnosing your client's problem before pitching solutions?[17:26] Do you have scalable options for strategy to match different types of clients, or are you reinventing the wheel every time?[21:37] Where does AI fit into your agency's strategy process—are you using it to replace critical thinking or to enhance workflows?[24:51] Do your clients “not get strategy,” or are you failing to illuminate its value in their language?What You'll Discover: [01:44] Why framing strategy around problem-solving resonates more with clients than simply positioning it as a first step in a process.[03:44] Why skipping problem diagnosis undermines agency confidence and creates client objections later in the process.[06:47] How asking smart discovery questions reveals blind spots, which immediately shows clients the importance of strategy.[09:17] How to act from abundance, not scarcity, and be willing to walk away from clients who won't align on the value of strategy.[11:48] The three phases of strategy: gathering insights, turning them into a strategic POV, and delivering tangible outputs that guide implementation.[14:36] The importance of tailoring strategy to client context; what works for a multimillion-dollar campaign won't fit a small launch.[17:47] How to decouple the core process from the size of execution, offering tiered options to standardize and scale strategy delivery.[22:19] Why AI should be a workflow accelerator, not a replacement for human insight, curiosity, and precision.[25:01] Debunking the myth that “clients don't get strategy”—the real issue is agencies failing to illuminate their value in the client's language.Connect with Anastasia
The Color of Money | Transformative Conversations for Wealth Building
From a hut in a refugee camp to Harvard, bestselling author and social entrepreneur Mawi Asgedom shares how scarcity forged creativity, grit, and a new relationship with wealth. He walks us through his “sunlight” framework—relationships, creativity, experiences, and self-care—as the human energy source behind bold action. Mawi reveals the scrappy campaign that landed him on Oprah (and tripled his advance), the shift from one-to-one speaking to community-wide literacy initiatives, and the strategy that scaled his impact: ed-tech courses with per-student revenue and a professional team. We unpack moving from trading time for money to building sellable income streams and, later, becoming a senior-secured lender. At the core: money is just one slice of true wealth. If you need a push to reframe your model and hit your turbo button—this is it.Resources:Learn more at The Color of MoneyLearn more at mawi.comFollow Mawi on LinkedInRead Of Beetles and Angels by Mawi AsgedomBecome a real estate agent HEREHomeTeam Inspection Service is changing the way agents and clients experience home inspections. Their team-based model, streamlined scheduling, and bundled packages—including home inspection warranties—make the process smoother from contract to closing. And with pay-at-close available in many locations, you can give your buyers more peace of mind with less upfront cost.Choose the team that works with yours—visit hometeam.com to learn more.Connect with Our HostsEmerick Peace:Instagram: @theemerickpeaceFacebook: facebook.com/emerickpeaceDaniel Dixon:Instagram: @dixonsolditFacebook: facebook.com/realdanieldixonLinkedIn: linkedin.com/in/dixonsolditYouTube: @dixongroupcompaniesJulia Lashay:Instagram: @iamjulialashayFacebook: facebook.com/growwithjuliaLinkedIn: linkedin.com/in/julialashay/YouTube: @JuliaLashayBo MenkitiInstagram: @bomenkitiFacebook: facebook.com/obiora.menkitiLinkedIn: linkedin.com/in/bomenkiti/Produced by NOVAThis podcast is for general informational purposes only. The views, thoughts, and opinions of the guest represent those of the guest and not Keller Williams Realty, LLC and its affiliates, and should not be construed as financial, economic, legal, tax, or other advice. This podcast is provided without any warranty, or guarantee of its accuracy, completeness, timeliness, or results from using the information.
Once your business passes the million-dollar mark, doing everything yourself becomes the biggest liability in your company. In this episode, Spencer Ward breaks down why SOPs are the backbone of scalable growth, why letting go of control is the key to freedom, and how to build a business that can run — and sell — without you. Featuring insights from Carl Allen, Nick Bradley (Scale Up Podcast), and Alex Hormozi. If you are feeling the love, make sure to subscribe, rate, and review on iTunes, Spotify, YouTube, or wherever you are!! If you'd like to be featured on an episode go to theidahobusinesspodcast.com to APPLY! Apple Podcasts Spotify YouTube
Send us a textIn episode 275 of Beyond The Story, Sebastian Rusk interviews Evan Poling, founder of BizRetire.com, about transforming the way small businesses are bought and sold. Evan shares how his platform helps owners bypass outdated brokers and improve the odds of selling—tackling the shocking stat that 80% of businesses on the market never sell.Tune in to discover the fascinating stories of entrepreneurship and the valuable lessons learned along the way.TIMESTAMPS [00:01:02] Business acquisition journey.[00:04:25] Connecting business owners to buyers.[00:09:14] Marketplace connection for business sales.[00:10:30] Marketplace challenges and opportunities.[00:16:29] Exit planning for business owners.[00:16:59] Buying or selling businesses.QUOTES"There's a lot of power in storytelling." -Evan Poling"80% of businesses that go to market never sell." -Evan Poling"Always plan towards your exit. Make your business think of it as a product that you're going to sell."- Evan Poling==========================Need help launching your podcast?Schedule a Free Podcast Strategy Call TODAY!PodcastLaunchLabNow.com==========================SOCIAL MEDIA LINKSSebastian RuskInstagram:https://www.instagram.com/podcastlaunchlab/Facebook: Facebook.com/sruskLinkedIn: LinkedIn.com/in/sebastianrusk/YouTube: Youtube.com/@PodcastLaunchLabEvan PolingLinkedIn: https://www.linkedin.com/in/evanpoling/ WEBSITEBizRetire: https://www.bizretire.com/ ==========================Take the quiz now! https://podcastquiz.online/==========================Need Money For Your Business? Our Friends at Closer Capital can help! Click here for more info: PodcastsSUCK.com/money==========================PAYING RENT? Earn airline miles when you use the Bilt Rewards MastercardAPPLY HERE: https://bilt.page/r/2H93-5474
Drawing from insights gathered at five IRS tax forums this year, Roger and Annie are joined by Jeff, Amanda, and Katarina to tackle the three most pressing challenges facing small accounting firms. From remote hiring strategies to why 90% of clients accept fee increases to essential marketing basics, this episode shows how hiring, pricing, and marketing work together to create a thriving, sellable practice. Whether you're drowning in capacity issues or preparing for eventual retirement, these proven strategies offer a roadmap out of the daily grind.SponsorsPadgett - Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (01:10) - Overview of Today's Podcast (01:27) - Insights from IRS Forums (02:43) - Key Challenges in the Industry (04:20) - Deep Dive into Hiring Issues Pricing Strategies and Challenges (07:38) - Introducing Jeff Phillips on Hiring (08:53) - Remote Work and Hiring (28:41) - Introduction and Struggles with Pricing (29:10) - Linking Pricing to Hiring Challenges (30:08) - Consequences of Poor Pricing (31:55) - Implementing a Pricing System (33:35) - Client Reactions to Price Increases (36:16) - Timing and Strategy for Raising Fees (46:31) - Marketing and Growth Strategies (48:07) - Importance of Online Presence (50:52) - Leveraging Reviews and Referrals (01:01:33) - Concluding Thoughts and Future Plans Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
In this episode of The Friday Habit, Mark sits down with Neil Twa—e-commerce growth expert, founder of Voltage Digital Marketing, and one of the top minds behind building and scaling private-label brands on Amazon.From going bankrupt to building multiple seven-figure exits, Neil shares the real story behind creating businesses designed to sell. He explains why profit isn't enough, why most entrepreneurs fall into the “hopium” trap, and how putting purpose before profit transformed his life.If you've ever thought about starting an Amazon business—or if you're simply curious about what makes a company truly valuable—this episode is packed with insights you can apply today.
In this episode of the Wealthy Woman Lawyer® Podcast, host Davina Frederick explores the surprising truth about why you should build a law firm that's ready to sell—even if you never plan to. If your business success still feels tied to your personal effort, this episode will open your eyes to a new way of thinking. Discover the key differences between owning a law practice and owning a law firm business asset, and why that distinction matters now more than ever. Davina shares the critical building blocks that make a law firm sellable—and explains how focusing on 'sellability' can dramatically increase profit, flexibility, and freedom for you as the owner, whether or not a sale is ever part of your plan. Tune in if you want to build something that runs without you, creates real wealth, and gives you options. This episode is a must-listen for every woman law firm owner ready to think—and build—bigger.Go here to listen:LINKS TO LOVE:Want to leave us a review on Apple Podcasts? We'd love it! Here's the link.Ready to scale your law firm to six or seven figures in 2025? Click here to apply and book a call with me.
Jessica Hall Upchurch, vice chairman and sustainability strategist for luxury travel network Virtuoso, talks with James Shillinglaw of Insider Travel Report about the programs she has helped develop to turn sustainable travel into part of the mainstream for the group's luxury travel advisors. Hall Upchurch has launched an annual sustainable travel report to gauge progress and has backed yearly awards to preferred partners and travel advisors recognizing their achievements in sustainability. For more information, visit www.virtuoso.com. All our Insider Travel Report video interviews are archived and available on our Youtube channel (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean, iHeartRadio, Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.
Running a firm takes more than just bringing clients in. It requires delivering consistent value and putting strong structures in place to support sustainable growth.Justine Lackey, Bookkeeping Business Coach and founder of The Incubator, has spent her career helping firm owners think bigger. After scaling and selling her own firm, she turned her focus to equipping others with the systems, skills, and mindset to do the same. Her approach blends practical processes with the human side of running a business, from retaining clients to fostering a strong team culture.In this episode, Justine shares how to position your firm as a sellable asset, why retention often matters more than acquisition, and how to simplify systems without sacrificing results. What you'll learn in this episode:How to prepare your firm for a successful saleWhy client retention drives long-term valueWays to simplify processes while maintaining high-quality workHow to create space for innovation without losing focusJump into the conversation:(00:00) Meet Justine Lackey(01:29) How Justine Lackey grew from assistant to firm owner(03:10) Building and selling a right-sized accounting and bookkeeping firm(04:56) Positioning your business as a sellable asset(10:59) Delivering five-star onboarding to set lasting client relationships(12:30) Explaining CAS so every entrepreneur understands its value(18:37) A communication approach that strengthens client trust during problems(23:15) Creating the Digital Tax Package to improve accuracy and timeliness(26:08) Why simpler systems often work better than complex software(30:31) Making time for experimentation in your firm(38:05) Using the Eisenhower Matrix to prioritize effectively
Are you building a business with an exit in mind—or just hoping it works out when you're ready to move on?Most women entrepreneurs pour everything into growing their companies but never think about how (or if) they'll exit. That's a costly mistake—because without a strategic exit plan, you could leave serious wealth on the table. In this powerful conversation, I'm joined by Patty Block—business advisor, transition expert, and author of Your Hidden Advantage. For nearly two decades, Patty has helped women business owners fine-tune operations, scale revenue, and build real business value so they can create an “elegant exit” on their terms. We're dismantling the myths around selling your business, unpacking the different exit options available, and revealing how even personal brands can create sellable assets. Whether you're years away from selling or thinking about closing the doors soon, the time to start positioning for your exit is now. You'll learn why only a small percentage of women-owned businesses successfully sell, what to do to avoid being taken advantage of in the deal-making process, and how to protect your intellectual property so it actually adds value to your business. What You'll Learn in This Episode: Why so few women entrepreneurs successfully exit their businesses—and how to beat the odds The different types of exits (and why selling isn't the only option) How to position a personal brand for sale by building frameworks and intellectual property The five-year runway you should aim for to maximize business value What to avoid so you don't get hustled or undervalued in the negotiation process Links and Resources Mentioned in This Episode: Your Hidden Advantage by Patty Block: https://theblockgroup.net/book Follow Patty on LinkedIn: https://www.linkedin.com/in/pattyblock Your Next Steps: Access the Deal-Attracting Makeover to upgrade your messaging, authority signals, and brand presence so it speaks to the decision-makers who cut the checks: https://dealreadyplatform.com Follow us on Instagram: http://instagram.com/shaynarattlerdavis Follow us on Facebook: https://facebook.com/shaynarattlerdavis
Points of Interest0:00 – 1:25 – Guest Introduction: Marcel welcomes James Friel, serial entrepreneur, investor, and leadership expert, to discuss building scalable, profitable businesses through effective operations and leadership.1:26 – 3:08 – Journey from Corporate to Entrepreneurship: James shares his transition from aerospace and software engineering into consulting, entrepreneurship, and acquiring businesses, driven by a curiosity for how businesses function.3:09 – 4:48 – Building a Sellable Business: James outlines his core focus—helping founders create businesses that generate cash flow and are structured for potential exit through strong infrastructure and operational clarity.5:00 – 6:46 – The First Principle: Customer-Perceived Value: A business is only viable if customers see genuine value in its offerings. Founders often overvalue their own ideas and under-prioritize market fit.6:47 – 10:14 – Value Creep and Feature Fatigue: James critiques how companies add features that customers don't value, creating bloat and eroding customer loyalty—highlighting the need for focus and feedback.10:15 – 11:24 – People and Culture as Core Assets: A business with enterprise value depends on its people. Leadership, culture, and alignment are foundational to building an organization that can thrive without the founder.11:25 – 13:56 – James' Leadership Struggles and Realizations: James recounts his early leadership challenges and how they motivated his deep dive into team performance, management systems, and organizational design.15:00 – 16:15 – The Three Core Failures: Most performance issues stem from lack of leadership, accountability, and clarity. Fixing these creates the foundation for sustainable team success.16:16 – 21:24 – Why Leadership Is a Profit Lever: Leadership is essential for ROI on your largest expense—people. Poor leadership silently burns cash and stalls growth, despite having the right strategy or data.23:37 – 26:17 – Willingness vs. Ability Matrix: James introduces a simple performance framework that helps leaders assess team members based on their alignment (willingness) and skills (ability).33:01 – 37:52 – Role-Based Scorecards: James breaks down his approach to team structure using one-page scorecards for each role—clarifying objectives, tasks, metrics, and reporting expectations.38:00 – 40:17 – Introducing the “57 Hats” Product: James shares his new gamified tool that helps founders identify and delegate responsibilities, creating clarity on team structure and freeing them to focus on growth.Show NotesConnect with James:LinkedInWebsiteGame: 57 Hats
Today, I'll share how I've been preparing Podscan (and long before that, another SaaS business) to be ready to be acquired at a moment's notice. This episode of The Bootstraped Founder is sponsored by Paddle.comThe blog post: https://thebootstrappedfounder.com/making-your-business-sellable-even-if-you-never-plan-to-sell/The podcast episode: https://tbf.fm/episodes/406-making-your-business-sellable-even-if-you-never-plan-to-sellCheck out Podscan, the Podcast database that transcribes every podcast episode out there minutes after it gets released: https://podscan.fmSend me a voicemail on Podline: https://podline.fm/arvidYou'll find my weekly article on my blog: https://thebootstrappedfounder.comPodcast: https://thebootstrappedfounder.com/podcastNewsletter: https://thebootstrappedfounder.com/newsletterMy book Zero to Sold: https://zerotosold.com/My book The Embedded Entrepreneur: https://embeddedentrepreneur.com/My course Find Your Following: https://findyourfollowing.comHere are a few tools I use. Using my affiliate links will support my work at no additional cost to you.- Notion (which I use to organize, write, coordinate, and archive my podcast + newsletter): https://affiliate.notion.so/465mv1536drx- Riverside.fm (that's what I recorded this episode with): https://riverside.fm/?via=arvid- TweetHunter (for speedy scheduling and writing Tweets): http://tweethunter.io/?via=arvid- HypeFury (for massive Twitter analytics and scheduling): https://hypefury.com/?via=arvid60- AudioPen (for taking voice notes and getting amazing summaries): https://audiopen.ai/?aff=PXErZ- Descript (for word-based video editing, subtitles, and clips): https://www.descript.com/?lmref=3cf39Q- ConvertKit (for email lists, newsletters, even finding sponsors): https://convertkit.com?lmref=bN9CZw
In this week's episode of Poised for Exit, we sit down with Jacob Petersen, a board-certified M&A intermediary who breaks down what really makes a business attractive to buyers.Jacob shares his journey from accounting to business brokerage and explains how he helps privately held business owners understand and increase the value of their companies.The conversation explores key valuation concepts like Seller's Discretionary Earnings (SDE) and EBITDA, with Jacob explaining how each is used and what they reveal about a company's true cash flow. He also clears up common misconceptions about intangible assets and why strong documentation is essential.Jacob highlights the importance of clean financials, realistic forecasting, and reducing owner dependency. He shares real-life success stories, including one where a business with minimal hard assets sold for over 2.5 million thanks to strong systems and diverse customers.If you are a business owner thinking about selling or just want to increase your company's value, this episode offers practical advice and powerful takeaways to help you build a more sellable business.Find Jacob hereConnect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor
Send us a textIf you're scaling your agency but still stuck in the center of everything — decisions, operations, delivery — it's costing you more than time. It's capping your growth, draining your team, and blocking your ability to build something truly sellable.In this episode, I'm joined by Jordan Calderon, two-time exit founder and President of StratDev, a top 100 U.S. digital marketing firm that's generated over $150 million in tracked client revenue. He's also the founder of My Virtual Desk and someone who's turned down 11 acquisition offers because he knew he could scale further.We talk about how to build systems that scale without you, create operational clarity, avoid burnout, and make your business not just profitable, but sellable. You'll hear how Jordan thinks about AI, team retention, hiring and firing, and what it really takes to create sellable agency systems that unlock optionality and freedom at scale.If you've ever asked, “How do I get out of the day-to-day?” this is the episode for you.⏱ Chapter Breakdown00:03 — Meet Jordan Calderon: Founder, Strategist, 2X Exit Leader 01:22 — From Econ Class Dropout to Serial Entrepreneur 05:44 — Building and Selling His First E-Com Business 07:56 — What Buyers Actually Want in a Sellable Agency 11:07 — Learning Marketing by Doing (and YouTube) 13:20 — Turning Down 11 Acquisition Offers (and Why) 16:10 — Hard Lessons: Hiring Slow, Firing Fast 18:05 — Building a Team That Performs (and Stays) 21:58 — Who StratDev Serves and Why 23:53 — The Daily Practice That Keeps Him Leveling Up 28:30 — AI Integration and What Agencies Must Prepare For 31:15 — The Future Agency Model: Execution vs. Operator
Join Corey Quinn and Chris Martinez, CEO & Founder of Bloom, to hear how he transformed a turbulent past into a thriving agency career. Chris opens up about the power of financial literacy, why “Facts Not Feelings” drives every major decision, and what it really takes to build an agency that can grow (and sell). From pricing strategy to personal therapy, Chris shares bold insights every agency owner needs to hear. Episode Highlights: - From Trouble to Triumph — How Chris turned personal adversity into entrepreneurial drive. - Facts Not Feelings — Why this philosophy is key to smart, emotion-free decision-making. - Financial Literacy for Founders — The metrics every agency owner must master to grow and sell. - Building a Sellable Agency — What makes a business attractive to buyers (and what doesn't). - Therapy and Leadership — How self-work translates into stronger leadership and better business. - Team Over Everything — Why assembling the right people boosts value and scalability. - Market-Rate Mindset — Why paying yourself properly reveals your agency's true worth. - Plan It, Prove It — The importance of documenting strategy before making big moves. - Profit with Purpose — Why Chris plans to donate the majority of his wealth to charity. The resources mentioned in this episode are: - Check out Bloom: https://bloompartners.io - Buy “Facts Not Feelings” by Chris Martinez: https://www.amazon.com/Facts-Not-Feelings-Mastering-Marketing/dp/B0DPCRHY87 - Connect with Chris Martinez on LinkedIn: https://www.linkedin.com/in/chrismartinez13 - Follow Chris on Instagram: https://www.instagram.com/chrisfrombloom - Listen to Operation Agency Freedom Podcast: https://bloompartners.io/our-podcast
INTELLIGEMSIntelligems brings A/B testing to business decisions beyond copy and design. Test your pricing, shipping charges, free shipping thresholds, offers, SaaS tools, and more by clicking here: https://bit.ly/42DcmFl. Get 20% off the first 3 months with code FARIS20.RICHPANELCut your support costs by 30% and reduce tickets by 30%—guaranteed—with Richpanel's AI-first Customer Service Platform that will reduce costs, improve agent productivity & delight customers at http://www.richpanel.com/partners/ajf?utm_source=spotify.//Bill D'Alessandro, founder of Natural Dog Company, just sold his brand to a private equity firm backed by Morgan Stanley. In this episode, Andrew Faris dives deep with Bill to unpack the entire journey—from building the business, to working with an investment bank, to negotiating and closing a deal with a strategic buyer.If you're running a 7–9 figure eCommerce brand, this episode is pure gold. You'll learn:- What makes a DTC brand actually attractive to strategic buyers- The #1 mistake founders make when approaching an exit- Why contribution margin is still king in 2025- How Bill built operational talent that scaled with the business- The difference between “just another Shopify brand” vs. a sellable brand- Why omnichannel distribution is critical to valuation- Why most subscription businesses are really financing problems in disguise- The emotional aftermath of exiting your company//CHAPTER TITLES:00:01:18 - Who is Bill D'Allessandro?00:03:00 - The Scope of Natural Dog Co Acquisition00:09:01 - Investment Banking During A Buyout00:22:55 - People Management Is The Hardest With Business00:31:35 - Why Not All Subscription Models Are Great00:42:46 - How Meta Dependency Could Harm Your Business// Bill D'Alessandro is the former of CEO of Natural Dog Co and Elements Brand and current Head of M&A at Food Science, a portfolio company backed by Morgan Stanley. Follow Bill on X at https://x.com/billda and listen to Acquisitions Anonymous by visiting https://www.acquanon.com/.//SUBSCRIBE TO MY CHANNEL FOR 2X/WEEKLY UPLOADS!//ADMISSIONGet the best media buying training on the Internet + a free coaching call with Common Thread Collective's media buyers when you sign up for ADmission here: https://www.youradmission.co/andrew-faris-podcast//FOLLOW UP WITH ANDREWX: https://x.com/andrewjfaris Email: podcast@ajfgrowth.comWork with Andrew: https://ajfgrowth.com
Get your Saily eSim: https://saily.com/eibaw Going abroad? Need internet connection? Sign up for Saily eSim brought yo u by the creators of NORD VPN! DISCOUNTED OFFER: https://saily.com/eibaw Buy your Carabo Cup Winners souvenir magazine: https://shop.regionalnewspapers.co.uk/newcastle-united---carabao-cup-winners-2425-official-club-magazine-4703-p.asp ---- Recorded on Friday, June 27th. Sam and Andrew are back for the Mulliner and Musgrove Show. This week they focus on Newcastle United's issue when it comes to selling players - namely, they haven't really got anyone you'd really want to sell! Learn more about your ad choices. Visit megaphone.fm/adchoices
Subscribe to the show and get weekly tips from Tanya on how to grow, scale and diversify your online business. You've got content. You've got passion. Maybe even some sort of an idea already. But do you have a digital product idea that will actually SELL? Or is it just another dusty dream sitting in your Google Docs? In this episode, we're breaking down the exact steps of Digital Product Idea Validation—aka how to figure out if your idea is going to make money before you spend hours building a course or resources that collects crickets instead of cash. I'm pulling back the curtain on the formula I've used to sell over $11M in digital products (yep, even when I had a small audience) and sharing the 5 questions every content creator and entrepreneur should ask before launching anything online. You'll also hear: Why your “great idea” might not be that great (don't worry, we'll fix it ) What Alex Hormozi got very right in $100M Offers—and how we used it How our proprietary AI Coach makes this whole thing ridiculously easy for you inside our upcoming Confident & Profitable Digital Product Kickstarter Workshop So if you're a creator, coach, or digital dreamer who's ready to finally monetize your content and stop spinning your wheels, press play now. Your next product might be your next payday… but only if you know it'll sell first. Want help turning your idea into a digital product you can actually sell? Join me in my upcoming live workshop: CONFIDENT & PROFITABLE: YOUR DIGITAL PRODUCT KICKSTARTER WORKSHOP https://tanyaaliza.com/confident START HERE | Learn more about the different ways Tanya can help you in your business. Whether it's starting an online business or growing the one you have: https://www.tanyaaliza.com DIGITAL CREATOR STUDIO | My All-In-One Marketing System To Grow Your Audience, Build Your Email List, Build Amazing Marketing Funnels, Attract Perfect Leads & Sell Digital Products, While Building A Multi-Income Stream Online Brand. https://digitalcreatorstudio.com MY FAVORITES | My personal camera and video gear, my health, wellness and beauty products, my favorite books and more: https://tanyaaliza.com/amazon CONNECT ON INSTAGRAM: https://Instagram.com/tanyaaliza ALEX HORMOZI'S $100M OFFERS BOOK https://amzn.to/4jvucPu CAN I FEATURE YOU? Rate and review the show and tag me on social (@tanyaaliza)... I feature a new member of the community each week on my Social Media Platforms. The reviews help us and I'd love to feature you for taking the time to share your feedback. Disclaimers: The discussions and opinions expressed on this podcast are intended for informational and educational purposes only. Results from the strategies or products mentioned can vary and are not guaranteed. Some of the links provided are affiliate links, meaning at no additional cost to you, we may earn a commission if you click through and make a purchase. Always conduct your own due diligence before making any financial decisions.
#423 Thinking about selling your business someday? Then you'll want to hear this episode! Patrick Lange, owner of Business Modification Group and one of the country's top HVAC business brokers, joins host Brien Gearin to break down what really makes a business sellable — especially in the trades. After selling over 140 companies, Patrick shares why hiding profits might save you on taxes but can kill your valuation, how to build a trades business buyers will actually want, and what to expect during the sales process. He also reveals how the “silver tsunami” of retiring baby boomers is creating massive opportunity for both buyers and sellers, the sweet spot for company size, and why service-based businesses are more attractive than those focused on new construction. Whether you're looking to buy, sell, or simply build with the end in mind, this episode is packed with practical advice, real-world stories, and eye-opening insights that every entrepreneur should hear! What we discuss with Patrick: + Why hiding profits kills valuation + Four pillars of a sellable business + Benefits of trades vs. new construction + Ideal revenue range for acquisitions + Impact of baby boomer retirements + Importance of clean financials + Attracting buyers through content marketing + Role of employees in business value + Typical deal timelines and structures + Earning potential as a business broker Thank you, Patrick! Check out Business Modification Group at BusinessModificationGroup.com. Follow Patrick on LinkedIn and YouTube. Watch the video podcast of this episode! And follow us on: Instagram Facebook Tik Tok Youtube Twitter To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. EXCLUSIVE NordVPN Deal ➼ https://nordvpn.com/millionaire. Try it risk-free now with a 30-day money-back guarantee! Want to hear from more incredible entrepreneurs? Check out all of our interviews here! Learn more about your ad choices. Visit megaphone.fm/adchoices
What if your business could attract the right buyer before you're even ready to sell? In this episode, exit strategist Lorraine McGregor reveals why only 1–2% of businesses ever sell and how to ensure yours is one of them. She breaks down the hidden reasons exits fail, the mindset shifts founders must make, and what buyers are looking for. If you think buyers will show up when you're ready, think again. This is a must-listen for any founder considering exit, even years in advance. [00:00 – 07:00] The Harsh Truth About Business Exits Why most small businesses never sell M&A myths: Buyers don't show up when you're ready, they buy when it suits them How Lorraine discovered the “black box” language of M&A [07:00 – 16:00] Why Buyers Walk Away Internal chaos kills deals: unresolved partner conflict and weak management teams The real reason exit planners and M&A brokers won't take you on as a client What does it mean to “become the business your buyer is looking for” [16:00 – 27:00] Understanding the Mind of the Buyer The four kinds of buyers—and how each one evaluates your business Why “earning your price” is better than demanding your price Funded searchers vs. zero-money-down acquirers: the opportunity and the risk [27:00 – 38:00] From Projections to Proof Why trailing financials alone aren't enough The myth of the magical pro forma: how real buyers view projections Creating certainty in your operations to justify a higher valuation [38:00 – 45:00] The Exit Starts With Mindset The biggest mistake: building a business with no clear end in mind How to build a company that outlasts you Why being “sellable” means building value for both you and the buyer Key Quotes: “Buyers don't buy your past, they buy your future. And they need certainty about that future.” — Lorraine McGregor “Be sellable, all the time. That's the best thing you can do for your legacy.” — Lorraine McGregor Connect with Lorraine McGregor Website: https://www.spiritwest.com LinkedIn: Lorraine McGregor Ready for your next chapter? Start Your Assessment Now
In this episode, Alex (@AlexHormozi) explains why most education businesses struggle with churn and sellability, not because their content is bad, but because they confuse one-time value with ongoing value, and price them wrong.Welcome to The Game w/Alex Hormozi, hosted by entrepreneur, founder, investor, author, public speaker, and content creator Alex Hormozi. On this podcast,t you'll hear how to get more customers, make more profit per customer, how to keep them longer, and the many failures and lessons Alex has learned and will learn on his path from $100M to $1B in net worth.Wanna scale your business? Click here.Follow Alex Hormozi's Socials:LinkedIn | Instagram | Facebook | YouTube | Twitter | Acquisition Mentioned in this episode:Get access to the free $100M Scaling Roadmap at www.acquisition.com/roadmap
There are no discernable signs of economic stress...yet, bu tconsumers are concerned about wages and job security. The question begging to be asked: When is the Fed going to step in (Fed purview: Employment and price stability...AND by extension, consumer confidence). How will markets react to Liberation Day (4/2)? Corporate buy backs will resume 3rd week of April. Markets pulled back on Friday (mimicking four similar pull backs last year.) Make no changes just yet; wait for the next market bounce. Can corporations pass along the expense of increased tariffs? When will the Fed act? Goldman is cutting its earnings expectations for 2025, and valuations are beginning to fall. Lance explains the relevance of Consumer Confidence to PCE, which contributes 70% of GDP. A decline in Consumer Confidence results in a decline in PCE...and earnings. Turmoil in the markets: Don't panic; this, too, shall pass. Tariffs are a tax corporations pay; consumer choice is a big factor: choose to not buy, or purchase for less elsewhere. Market declines have nothing to do with tariffs; tariffs are not a black swan event. Lance shares about the Roberts' blended family, and how he's making his kids independent in the face of a report showing 50% of parents are supporting their adult children in some fashion. SEG-1: How Might Markets React to Liberation Day? SEG-2: When Will the Fed Act? SEG-3: Tariffs Are Not a Black Swan Event SEG-4: When Parents Support Adult Children Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's full show video here: https://www.youtube.com/watch?v=Y8cfmIcojDI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "Sellable Rally Or “Buy The Dip”" https://realinvestmentadvice.com/resources/blog/sellable-rally-or-buy-the-dip/ ------- The latest installment of our new feature, Before the Bell, "Don't Sell Before the Bounce ," is here: https://www.youtube.com/watch?v=Y8cfmIcojDI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Our previous show is here: "Will Healthcare Expenses Outpace Your Retirement Savings?" https://www.youtube.com/watch?v=rEvPkwCQ3GY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=31s------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BuyTheDip #StockMarket2025 #InvestingStrategies #BullTrapOrBreakout #MarketRally #MarketPullback #MarketRally #MarketBounce #200DMA #MarketSupport #Tariffs #BlackSwan #CorporateEarnings #ConsumerConfidence #PCE #GDP #FinancialResponsibility #MarketLows#InvestingAdvice #Money #Investing
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