POPULARITY
Categories
Business owners spend years building the company, but too many wait until after the sale to ask the most important question: what happens next? Selling your business can feel like winning the lottery. One day, you are running the company, creating income, making decisions, and driving growth. Then the sale happens, and suddenly you are sitting on a large amount of capital with a completely different set of problems. A big exit number does not automatically mean a great outcome. What matters is how much you keep, how it is invested, how it creates income, and whether the planning actually fits your life after the business.
On this episode of The Beacon Way podcast, Adrienne interviews Reno-based CPA and business broker Mike Bosma about his path from studying accounting (originally planning on law) to working at Deloitte and Grant Thornton, then launching his own CPA firm in 2007. Bosma shares how a Reno KOH radio show led to a broader advisory platform that later became a podcast, and discusses selling his CPA firm in 2017, why the acquirer struggled with the firm's consulting-heavy model, and how he reacquired it in 2021 while also building a brokerage practice. He offers guidance on preparing to sell a business: making the founder replaceable, negotiating role clarity before closing, practicing transparency, and keeping accurate accrual-based financials free of personal expenses, along with insights on private equity structures and post-sale transition planning.Mike Bosma – Keystone CPAshttps://keystone.cpa/bosma-on-business/775-786-4900mbosma@keystone.cpa.com
The How of Business - How to start, run & grow a small business.
Selling a business is far more complicated than most entrepreneurs realize and many business owners wait too long to prepare for it. Show Notes Page: https://www.thehowofbusiness.com/608-selling-a-business-roundtable/ In this final episode of the three-part entrepreneurial roundtable series, Henry Lopez is joined again by Giuseppe Grammatico, Rocky Lalvani, and David Barnett to discuss what actually makes a business sellable and how business owners should think about exit planning from the very beginning. The conversation explores one of the biggest misconceptions in entrepreneurship: the belief that a small business will automatically sell for a high multiple. The panel explains why buyers care about much more than just financials, including owner dependency, systems and processes, operational documentation, and whether the business can realistically continue without the founder heavily involved. David Barnett shares insights into business valuation, buyer psychology, and deal structures, including why many sellers are surprised to learn that buyers often want seller financing, earnouts, or transition support to reduce risk. The group also discusses why most businesses listed for sale never actually sell and what separates a transferable business from a job disguised as a business. The episode also covers: • How systems and SOPs increase valuation • Why franchises often have an advantage in resale value • The hidden tax implications of selling a business • The emotional challenges of exiting a business • Why some owners should focus on maximizing income instead of pursuing a sale Whether you're years away from an exit or just starting your entrepreneurial journey, this conversation will help you think differently about building a business with long-term value. This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run, grow and exit your small business. The How of Business is a top-rated podcast for small business owners and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com
Thinking about selling your business in the future? There is an emotional roller coaster associated with the sales process and what happens after the sale. Matt Michel and Brandon Jacob, two long time industry experts, just published "The Business Exit Rollercoaster" which is about the emotional side of selling a business. It's based on nearly 100 interviews with business owners who sold, investment bankers, M&A advisors, and buyers. Buy The Business Exit Rollercoaster book here: https://amzn.to/4tvdBRr Free P&L Statement and Balance Sheet https://tinyurl.com/2rjd6wxu Ruth King Facebook - https://www.facebook.com/ruthking1650 LinkedIn - https://www.linkedin.com/in/ruthking1/ Podcast Produced by Nick Uttam https://www.linkedin.com/in/nick-uttam-4b33a1147
Victoria Lai has lived several careers in one lifetime: presidential appointee at the U.S. Department of Homeland Security, entrepreneur, and now business advisor and nonprofit COO. But her biggest pivot came when she nurtured her passion for making ice cream on nights and weekends while working a serious government job. In this extra sweet episode, Victoria walks us through how a $25 Craigslist ice cream maker and a promise to herself led to Ice Cream Jubilee, the award-winning DC-area business celebrated by Food & Wine, the Washington Post, and Thrillist, and what it felt like to eventually sell the business she'd spent nearly a decade building. She also opens up about her family's Chinese immigrant history and how it shaped both her flavors and her sense of purpose, and why she considers her latest pivot back to mission-driven work the most fitting chapter yet. Chapters: 00:00.160 Welcome to She Pivots 00:28.360 Guest Introduction: Victoria Lai 01:58.160 Childhood Memories and Family Influences 06:57.320 The Path to Law School and Government Work 10:58.576 Finding Inspiration in New York City 13:02.754 The Birth of Ice Cream Jubilee 26:36.392 Taking the Leap: From Government to Ice Cream 32:46.677 "Ice cream-preneurship" 36:07.043 Achieving Success and Letting Go 39:02.320 A New Chapter: Coaching and Personal Growth 44:18.680 Closing Thoughts and Gratitude 44:40.626 Podcast Credits You can keep up with Ice Cream Jubilee at their website, www.icecreamjubilee.com Be sure to subscribe so you never miss a pivot story, leave us a rating (it really helps!), and share this episode with a woman in your life who you think needs a little inspiration. She Pivots is a podcast created by host Emily Tisch Sussman to highlight influential women voices, share stories of bold career moves, and inspire women with interviews about career reinvention and how personal pivots can redefine professional success. Join our Substack community! Subscribe here for exclusive content and to connect with other pivoters: shepivots.substack.com Learn more about the inspiring women in our pivoter community by following us on instagram @ShePivotsThePodcast, and check out our website shepivotspod.com for resources and updates. She Pivots is proud to be an iheart podcast.Support the show: https://www.shepivotsthepodcast.com/See omnystudio.com/listener for privacy information.
ValuationPodcast.com - A podcast about all things Business + Valuation.
Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things related to business and valuation. I'm Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.When it comes to buying or selling a business, most people focus on one thing—the price. But what if I told you that the price is only the beginning, and that millions can be won or lost in the details of the deal itself?In today's episode, I'm joined by Holli Moeini, a seasoned CFO, CPA, and M&A advisor who has seen firsthand how deals can quietly erode—or significantly increase—value depending on how they're structured. As someone who works closely with business owners navigating valuation, mediation, and complex financial decisions, I've also witnessed how easy it is to overlook critical elements that ultimately shape the outcome of a transaction.Together, we dive into the hidden layers of mergers and acquisitions—where working capital, earnouts, due diligence, and financial storytelling can make or break a deal. Holli shares insights from her book Finding the Missing Millions in M&A and breaks down where business owners unknowingly leave money on the table.If you're a business owner, investor, or advisor, this conversation will challenge the way you think about value—and show you why preparation, strategy, and the right guidance matter far more than you might expect.Key Takeaways:Price is Only One Piece of the Puzzle The final deal value is heavily influenced by structure, terms, and execution—not just the headline number.Preparation Drives Value Businesses that are financially organized, operationally structured, and strategically positioned command higher multiples.Working Capital Can Make or Break Deals Misunderstanding working capital expectations can swing deals by hundreds of thousands—or even millions.Earnouts Require Precision Without clear definitions, control, and measurement cadence, earnouts can lead to significant financial loss and disputes.Financial Storytelling Builds Trust (and Price) Buyers assess not just numbers, but credibility. Inconsistent or unclear financial narratives reduce perceived value.Q&As from episode:Q1: What is the biggest mistake business owners make when selling their company? A: The biggest mistake is focusing only on the sale price while ignoring deal structure elements like working capital, earnouts, and financial presentation, which can significantly impact final value.Q2: How can a business owner increase the value of their company before selling? A: By cleaning up financial records, preparing accrual-based statements, building a strong leadership team, and creating clear, consistent financial narratives that reduce buyer risk.Q3: What is working capital in an M&A deal and why does it matter? A: Working capital represents the short-term assets needed to run the business post-sale. Mismanaging it can reduce the seller's proceeds or even jeopardize the deal.Q4: What is an earnout and how can it affect the sale price? A: An earnout is a performance-based payment after the sale. If poorly structured, it can result in sellers not receiving expected payouts due to unclear terms or lack of control.Q5: Why is due diligence so important in mergers and acquisitions? A: Due diligence uncovers financial, legal, and operational risks. Poor preparation can lead to deal renegotiation, reduced valuation, or complete deal failure.Holli Moeinihttps://hollimoeini.com/https://www.linkedin.com/in/hollimoeini/ holli@hollimoeini.com Melissa Gragghttps://www.valuationmediation.com/https://www.youtube.com/@BusinessValuationStLSupport the show
In this episode of Zero to CEO, I chat with Mitch McGinley, an Exit Planning Advisor and Business Broker specializing in boutique fitness, health, and wellness businesses. Mitch shares three simple steps to plan your ideal business exit — whether you're looking to sell in five months or five years. We break down what buyers are really looking for, how to avoid costly mistakes, and why your exit strategy should start long before you're ready to walk away. If you want to cash out smart and maximize your business's value, this episode is for you.
The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast
Send us Fan MailYour profit might be lying to you. Not all profit tells the truth. In this episode, Paul breaks down EBITDA, a key number that banks, buyers, and investors use to evaluate your business. While your standard profit and loss includes expenses like interest, taxes, depreciation, and amortization, EBITDA strips those out to show what your business actually earns at its core. That matters if you're thinking about selling, merging, or simply understanding how healthy your business really is. A company can look profitable on paper but still struggle with cash flow, debt, or owner withdrawals, and EBITDA helps highlight earning potential, not the full picture. Paul also shares real client examples to show how these adjustments play out and what buyers may look for beyond this number. Listen to the full episode to understand how EBITDA works and when you should actually use it.EBITDA download: https://drive.google.com/drive/folders/1C_4Owq5WyWFsjIndVUAG_iXlQdY7AelN?usp=drive_linkSupport the show
Have questions? Send me a text hereThere are a lot of opportunities out there for anyone wanting to own a business. And in my world a business can also be owning real estate. But there's one important thing that most business and real estate buyers fail to do. And if we don't learn to be better at this one thing we will never get what we want.I would love to hear from you. Send me a text message by clicking the link above this description. You can ask a question, leave a comment or just say hello. I look forward to hearing from you!Subscribe to the Financial Momentum Newsletter where we discuss ideas and tools to build momentum in your business and life! The newsletter is FREE and delivered to your inbox once a week. Click here to subscribe! DISCLAIMER: This video/audio content is intended only for informational, educational, and entertainment purposes. Neither Real Estate Revenue, Financial Momentum or Paul Ary are registered financial advisors, financial planners, attorneys, tax professionals or economists and the contents of this video and/or audio podcast should not be considered investment, financial, legal or tax advice. Your use of Financial Momentum or Real Estate Revenue's channel either on YouTube or on any audio podcast, and your reliance on any information from these sources is solely at your own risk. Moreover, the use of the Internet (including, but not limited to, YouTube, E-Mail, Instagram, Twitter, LinkedIn) for communications with The Financial Momentum Podcast, Real Estate Revenue or Paul Ary does not establish a formal business relationship. This is not financial advice. These are my personal opinions on real estate and the world in general.
It's a consequential week for markets—and for investors navigating big decisions. Fresh data on housing, manufacturing, trade, and inflation will help test the strength of the economic backdrop, while signs of a softening labor market and easing geopolitical tensions—including improving U.S.–Iran dialogue that's pulling oil prices lower—add new layers to the outlook.But consequential decisions don't stop at the markets. For business owners, selling a company may look like a financial milestone, yet nearly 80% regret the decision within a year—often because they didn't define what comes next. We'll explore why clarity around purpose and life after the deal matters just as much as valuation and tax strategy.As wealth grows, so do the stakes. We break down whether liability coverage should track net worth, how umbrella policies are priced, and what to consider when increasing protection in a more litigious world.And when life throws a curveball—like divorce in a 6.8% mortgage environment—we'll walk through the real-world options for keeping a home with a 3% rate, from buyouts to refinancing to loan assumptions, without compromising your long-term financial plan.From economic crosscurrents to deeply personal financial choices, this episode is about making thoughtful decisions when the numbers—and the consequences—matter most.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — March 28, 2026 | Season 40, Episode 13Timestamps and Chapters8:10: Reading the Market: Labor, Data, and Geopolitics18:26: After the Sale: Purpose, Not Just Proceeds29:15: Matching Risk, Not Just Net Worth41:31: Protecting a Good Asset Decision in a Bad Life TransitionFollow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com
Send a textWhat does financial freedom really require — beyond money?In this powerful strategy session, Dat Nguyen shares five hard-earned insights on scaling a business, exiting intelligently, investing wisely, and mastering your mindset. From building and selling a successful dental practice to transitioning into passive income investments and consulting, Dat breaks down the real decisions behind freedom — including why he chose time over a larger payout, how to avoid over-leveraging, and what most professionals get wrong about investing.The conversation goes deeper than tactics. Dat explains how vision clarity, disciplined habits, health optimization, and peak mental state separate average operators from those who build wealth and actually enjoy it. If you're scaling a business, preparing for an exit, raising capital, or simply trying to design a life you don't need a vacation from — this session delivers practical lessons you can apply immediately.Financial freedom isn't just about returns. It's about who you become in the process.https://familyoffices.com/
02-26-2026 Gene Townley Learn more about the interview and get additional links here: https://usabusinessradio.com/beware-of-bad-actors-when-selling-a-business/ Subscribe to the best of our content here: https://priceofbusiness.substack.com/ Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCywgbHv7dpiBG2Qswr_ceEQ
EPISODE 245. Key Takeaways: What due diligence is: The buyer's inspection/audit of the seller's business to confirm the story, financials, contracts, and assumptions made pre-LOI. The emotional shift for sellers: Post-LOI can feel like “we're done,” but diligence is often the most challenging phase and can be exhausting and distracting. Why buyers do it: Risk mitigation and validation, plus identifying upside (synergies, growth investment opportunities, consolidation savings). Common seller mistake: Underestimating diligence and showing up unprepared, both emotionally and operationally. Role of an M&A advisor: First point of contact, ensuring data is clean/defensible, fast response cadence, and pushing back where appropriate. “Scope creep” reality: Multiple outside parties (QoE, tax, legal, integration) often ask overlapping questions, creating a “Groundhog Day” effect without strong process management. Top diligence areas buyers focus on: Revenue quality, customer concentration, contracts/renewals, security posture, key person risk, and scalable delivery model. Retrade risk signals: Business performance softening during diligence, messy financials, messy contracts, or major unexpected changes in the business. Keep momentum (they cite ~90 days as a good diligence window) and don't let diligence distract leadership so much that performance slips. Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.
Join Lantz and Timothy in this conversation about navigating the sale of his generational business and the journey of coming into his true identity. Hear from Timothy on how identity coaching transformed not only the peace to sell his business but also took his marriage to the next level as well. Would you like to discover your true identity and have more intimacy in your marriage? Reach out to Lantz to start the conversation. www.lantzhoward.com
Buying & Selling a Business: The Legal Playbook Every Owner NeedsFeaturing Jordan Goewey of Thomas Fisher and Edwards P.A.If you're a business owner who thinks “I'll just sell my business one day and everything will work out” — this episode is required listening.In my practice, I spend a lot of time helping business owners increase the value of their businesses and prepare for an eventual exit. But today, we flip the script and talk about what actually happens during a sale — from a legal standpoint.This week's guest, Jordan Goewey, is an attorney who specializes in business transactions and works daily with owners buying and selling companies. We walk step-by-step through the real process, the real risks, and the real decisions that can either protect—or destroy—your outcome.If selling your business is even a remote possibility in the next few years, this episode will save you time, money, and stress.
In this episode of Carlsbad: People, Purpose and Impact, host Bret Schanzenbach sits down with Bennett Mann, valuation specialist and business broker with The Chase Group, to talk about what it really takes to build – and successfully sell – a small business.Bennett, a San Diego native and SDSU economics grad with additional business analysis training from UCSD, shares his career path through valuation roles at Bank of America, CoreLogic, and consulting for Fortune 500 companies. He explains how those experiences led him to focus on privately held small businesses and helping owners plan their “third chapter.”You'll hear:Why only 15–30% of small businesses that go on the market actually sellHow to avoid being one of the 70–85% that simply close their doorsWhat a valuation specialist does and how Bennett helps owners understand their current market valueThe danger of being an owner-dependent “lifestyle business” vs. building a transferable companyWhy clean, credible financial records are non-negotiable if you want buyers to take you seriouslyHow to turn your “secret sauce” into documented intellectual property and processesDifferent types of buyers: family, employees, strategic buyers, and private equityWhy you should start planning your exit 3–5 years before you want to sellBennett's love of Carlsbad's outdoor life, from Batiquitos Lagoon to Lake CalaveraWhether you're years away from selling or just starting to think about your next chapter, this episode will help you look at your business through a buyer's eyes and start making decisions that increase both its value and your freedom.Connect with Bennett MannLinkedIn: Bennett MannEmail: bennett@chasegroup.usTune in to Carlsbad: People, Purpose and Impact to learn how to build a business that can thrive – and sell – without you.Quotes“Most businesses that don't sell have one thing in common: the owner is the business.”“Clean books are what sell businesses. Buyers have to be able to trust your numbers.”“Documenting your ‘secret sauce' turns what's in your head into real, transferable value.”“Two businesses can have the same bottom line, but the one that runs without the owner is worth far more.”“The ideal time to plan your exit is three to five years before you want to sell – or when you start the business.” Did this episode have a special impact on you? Share how it impacted youCarlsbad Podcast Social Links:LinkedInInstagramFacebookXYouTubeSponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting
Have questions? Send me a text hereOne choice. Two options. What would you choose: guaranteed wealth TODAY or a risky gamble that could make you the richest person alive? Is it better to be safe than sorry? That's the discussion today when we talk about this true story that came down to a choice. What would you have done? In hindsight it's easy to make the right choice. But is there really a wrong choice? That's the world of the entrepreneur. The choices we make change lives- one way or another.I would love to hear from you. Send me a text message by clicking the link above this description. You can ask a question, leave a comment or just say hello. I look forward to hearing from you!Subscribe to the Financial Momentum Newsletter where we discuss ideas and tools to build momentum in your business and life! The newsletter is FREE and delivered to your inbox once a week. Click here to subscribe! DISCLAIMER: This video/audio content is intended only for informational, educational, and entertainment purposes. Neither Real Estate Revenue, Financial Momentum or Paul Ary are registered financial advisors, financial planners, attorneys, tax professionals or economists and the contents of this video and/or audio podcast should not be considered investment, financial, legal or tax advice. Your use of Financial Momentum or Real Estate Revenue's channel either on YouTube or on any audio podcast, and your reliance on any information from these sources is solely at your own risk. Moreover, the use of the Internet (including, but not limited to, YouTube, E-Mail, Instagram, Twitter, LinkedIn) for communications with The Financial Momentum Podcast, Real Estate Revenue or Paul Ary does not establish a formal business relationship. This is not financial advice. These are my personal opinions on real estate and the world in general.
⭐Let's make your financial story a heroic one! Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min We're excited to be back today with George Rosen and George St Pierre III of Contango Investments, Inc., to dive deeper into what it really takes to buy or sell a business as part of a retirement strategy. In part two of this conversation, the Georges walk through the practical X's and O's- from self-assessment and financing realities to SBA loan requirements, due diligence, and why geography and cash flow matter more than most people realize. They also flip the script to the seller's side, explaining how advance planning and building a strong advisory team can dramatically increase business value. Here's some of what we discuss in this episode:
Latino-owned businesses are one of the fastest-growing segments of the U.S. economy, yet many owners still struggle when it's time to sell or transition. Gaps in financial records, limited access to the right advisors, and the absence of an exit plan often lead owners to shut down or hand over their businesses without capturing real value. Rudy Bustamante, Financial Planner at OneIndiana Financial Group, discusses why this happens and what can be done about it. He explains how cultural and language barriers complicate the process, why succession planning is rarely discussed, and how simple systems and accurate financials can change the outcome for an owner and their family. Rudy also highlights the resources owners should know about and how to spot advisors who understand the unique needs of the Latino business community. In this episode, you will: Learn why many Latino business owners fail to plan for an exit Understand the role of financial records and planning in a successful business transition Discover the cultural and language barriers that affect Latino business sales and how to address them Highlights: (00:00) Meet Rudy Bustamante (04:19) Challenges faced by Latino-owned businesses (10:53) Generational wealth and business transition (20:09) Retirement in the Latino community (22:47) Family dynamics and retirement plans (23:11) Transitioning Latino businesses (28:35) Predatory practices and community trust (30:52) Building trust and resources Follow Rudy: Connect on LinkedIn: https://www.linkedin.com/in/rudybustamanteoif/ Website: https://www.bustamanteconsulting.com/ Learn more about OneIndiana Financial Group: https://www.oneindianafinancial.com/ Follow Ed: Connect on LinkedIn: https://www.linkedin.com/in/edmysogland/ Instagram: https://www.instagram.com/defendersofbusinessvalue/ Facebook: https://www.facebook.com/bvdefenders Resources for Latino Business Owners National & Broad-Reach Stanford Latino Entrepreneurship Initiative (SLEI) – Free education programs, some scholarships, research, and the "Scaling Program": https://www.gsb.stanford.edu/faculty-research/labs-initiatives/slei Latino Business Action Network (LBAN) – Stanford-partnered scaling and exit-planning cohorts: www.lban.us U.S. Small Business Administration (SBA) – Spanish-language resources, free counseling: https://www.sba.gov/document/support-national-resource-guide-spanish SCORE Mentoring – Free mentors, many bilingual, search for "Spanish" or "Latino": https://www.score.org/find-mentor Exit-Planning & Valuation Specific International Business Brokers Association (IBBA) – Broker directory; filter for Spanish-speaking: https://www.ibba.org/ Value Builder System – Free "Value Builder Score" questionnaire (Spanish version available): https://valuebuilder.com/ Capital & Financial Clean-Up Community Development Financial Institutions (CDFIs) – Latino-focused lenders who understand informal records: search "CDFI Latino", https://oportun.com/ or https://www.liftfund.com/ Accion Opportunity Fund – Loans and bilingual coaching specifically for Latino owners: https://aofund.org/ Local/Regional Powerhouses U.S. Hispanic Chamber of Commerce (USHCC) – Local chapters everywhere: www.ushcc.com Latino Economic Development Center (LEDC) – DC/Maryland/Virginia: https://www.ledcmetro.org/ Mission Economic Development Agency (MEDA): https://medasf.org/ Books & Quick Reads (in Spanish or bilingual) "De Emprendedor a Empresario" – LBAN/Stanford free PDF "Finish Big" by Bo Burlingham (Spanish edition available)
In this episode, Christina shows up at the end of a long day—post-walk, unfiltered, and debating whether she should even hit “upload.” But the story behind why she almost didn't post this one is worth the listen.She also pulls back the curtain on a behind-the-scenes disaster that nearly pushed her over the edge this week. Let's just say it involves a 35-minute recording, a message from her assistant, and a very real “I might cry” moment. Christina doesn't reveal every detail here… but when you hear it, you'll feel it.From there, she shares how her best podcast ideas actually come together—and why next year's episodes are about to look very different. Think: founders, CEOs, entrepreneurs, and some surprising conversations she can't wait to bring back. If you enjoyed this episode, make sure and give us a five star rating and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you'd like us to talk about that will help you realize that at any moment, any day, you too can decide, it's your turn!
Today's quick episode is all about the one thing most high achievers avoid but desperately need: space to think.So many of us stay busy out of habit, even when we say we want change. But your next level doesn't come from doing more—it comes from creating room for clarity, intuition, and the ideas you can't access when you're running nonstop.I'm sharing a powerful question I'm giving all my clients for 2026:If a billion-dollar CEO took over your business and life, what are the first three things they'd remove from your plate?To grow, you need four things: clarity, confidence, space, and delegation. And if you think you don't have time for any of this—I promise, your screen time says otherwise. If you enjoyed this episode, make sure and give us a five star rating and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you'd like us to talk about that will help you realize that at any moment, any day, you too can decide, it's your turn!
In this episode, Christina Lecuyer shares the biggest themes coming up in her client conversations: from clarity struggles to major breakthroughs. She dives into what real ROI in coaching looks like, why clarity is the ultimate accelerator, and how the people around you quietly shape your success.Christina also gets real about the truth behind “passive income,” what actually builds confidence, and the power of taking aligned action even when things feel messy. She closes with a grounded reflection on personal growth and a preview of what's ahead on the show.This one is direct, energizing, and exactly what you need if you're craving momentum. If you enjoyed this episode, make sure and give us a five star rating and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you'd like us to talk about that will help you realize that at any moment, any day, you too can decide, it's your turn!
In this powerful episode, Christina Lecuyer cracks open her personal playbook—hundreds of pages of lessons, mindset shifts, and real-world strategies that have shaped her success. She dives into the simple daily habits that create extraordinary results, like the underestimated power of a daily walk, taking action before you feel “ready,” and reframing anxiety into fuel.Christina also gets real about personal responsibility, the mindset behind true integrity, and why setting boundaries is non-negotiable if you want a life aligned with purpose. If you're ready to stop playing small and step fully into your potential, this episode will light a fire under you. If you enjoyed this episode, make sure and give us a five star rating and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you'd like us to talk about that will help you realize that at any moment, any day, you too can decide, it's your turn!
Succession Planning with Steve Fisher and Bryan Preston (Family Business Radio, Episode 70) In this episode of Family Business Radio, host Anthony Chen is joined by Steve Fisher from Strategy Partners Group and Bryan Preston from Gaelic Business Solutions for a candid conversation about the real challenges that prevent family businesses from growing and transitioning successfully. […]
Succession Planning with Steve Fisher and Bryan Preston (Family Business Radio, Episode 70) In this episode of Family Business Radio, host Anthony Chen is joined by Steve Fisher from Strategy Partners Group and Bryan Preston from Gaelic Business Solutions for a candid conversation about the real challenges that prevent family businesses from growing and transitioning successfully. […] The post Succession Planning with Steve Fisher and Bryan Preston appeared first on Business RadioX ®.
In this episode, Christina Lecuyer gets real about clarity, boundaries, and choosing yourself—especially when the holiday season starts pulling you in every direction. If you've ever struggled to say no, felt guilty prioritizing your needs, or found yourself overwhelmed trying to make everyone happy, this conversation is one you'll want to hear.Christina breaks down what it means to be “selfish” in a way that's actually healthy, empowering, and necessary for a life that feels aligned. Because when you're clear on what you want, you not only show up better for yourself—you show up better for everyone around you.
In this episode, Christina Lecuyer gets real about a moment that hit harder than she expected — being called a “life coach.” What seemed like a simple label sparked frustration, self-doubt, and a deeper question of identity. Christina opens up about what it's like to feel misunderstood in your work, why certain words can trigger old insecurities, and how to move through emotional reactions instead of letting them define you.She shares the inner work she had to do: realizing where the anger came from, why proving herself mattered so much, and how she reclaimed her voice and confidence in the consulting space. This episode is for anyone who has ever felt misjudged, underestimated, or boxed into a version of themselves that didn't feel true.If you're in a season of redefining yourself, this conversation reminds you that growth is rarely clean — but always worth it.
In this episode, Christina Lecuyer dives deep into the powerful connection between fear, change, and growth. Drawing from her own journey and real client breakthroughs, she reveals how fear isn't the enemy—it's often the sign you're on the right track. Christina shares what it really takes to turn fear into fuel, take bold action, and build unshakable faith through life's biggest transitions.
In this episode of Unemployable with Jeff Dudan, Jeff sits down with Patrick Galleher, Managing Partner at Boxwood Partners, one of the leading investment banks in franchising with over $7 billion in completed transactions. Patrick shares his insider perspective on selling a business the right way—from running a proper process and attracting private equity, to avoiding costly legal and financial mistakes that crush valuations. They also break down how private equity has evolved, why top firms like KKR, Blackstone, and Riverside are moving aggressively into franchising, and how franchise owners can prepare for a life-changing exit—whether as franchisors or multi-unit franchisees. If you're building a brand or thinking about selling one, this is required listening.
In this episode of Unemployable with Jeff Dudan, Jeff sits down with Patrick Galleher, Managing Partner at Boxwood Partners, one of the leading investment banks in franchising with over $7 billion in completed transactions. Patrick shares his insider perspective on selling a business the right way—from running a proper process and attracting private equity, to avoiding costly legal and financial mistakes that crush valuations. They also break down how private equity has evolved, why top firms like KKR, Blackstone, and Riverside are moving aggressively into franchising, and how franchise owners can prepare for a life-changing exit—whether as franchisors or multi-unit franchisees. If you're building a brand or thinking about selling one, this is required listening.
Join Fletcher Brown (BEI), Nathan Merrill & Taylor Smith (Goodspeed Merrill), and the ENT crew as they unpack:✅ The 7-step exit planning process✅ Insider vs. outsider transitions✅ Building business value & legacy✅ Emotional readiness for life after ownership
In this inspiring episode, Christina Lecuyer dives deep into what it really means to play big—and why so many of us settle for playing small. She opens up about her own journey of stepping out of comfort zones, confronting fear, and choosing growth over safety.Christina breaks down the subtle ways we self-sabotage by staying “comfortable,” and reveals how to reconnect with your inner voice—the one that knows you're meant for more. Through honest stories, empowering insights, and actionable takeaways, she'll challenge you to redefine what “playing big” looks like in your own life.If you've been feeling stuck, craving more purpose, or afraid to take the leap—you need this episode. It's your reminder that playing big isn't about being fearless—it's about being brave enough to listen to that quiet voice inside and go for it anyway.
In this episode, Christina Lecuyer breaks down the fine line between confidence and cockiness—and why understanding the difference can transform your success. Through honest stories from her own journey, Christina opens up about what true confidence really looks like and how women can learn to advocate for themselves without apology.She dives into the fears many of us carry about being “too much” or “too confident,” and why integrity and self-trust are the ultimate antidotes to insecurity. If you've ever held yourself back because you didn't want to seem arrogant—or struggled to own your worth—this episode will help you step fully into your power with authenticity and grace.
Join Fletcher Brown (BEI), Nathan Merrill & Taylor Smith (Goodspeed Merrill), and the ENT crew as they unpack:✅ The 7-step exit planning process✅ Insider vs. outsider transitions✅ Building business value & legacy✅ Emotional readiness for life after ownership
In this episode, Christina opens up about what she's been seeing in her recent client sessions — and it all comes back to authenticity. She dives into how staying true to who you are isn't just a personal value, it's a business strategy.Christina shares how divine guidance shapes her approach to coaching and why clarity is the cornerstone of success. She breaks down what it really means to attract aligned clients and why it's not only okay — but essential — to accept that not everyone is meant to be your person.If you've ever struggled with people-pleasing, second-guessing your path, or trying to fit into someone else's version of success, this episode is your reminder: you get to choose authenticity, every single day.
In this episode, host Karl Eggerss discusses the important considerations and steps involved in selling a family-owned business. He covers important considerations such as planning for the transition, understanding business valuation, cleaning up financial records, and preparing for discussions with potential buyers. 01:19 Family Business Windfall: Planning for the Future 02:04 Preparing Your Business for Sale 04:20 Valuation and Financial Preparation 07:50 Engaging with Investment Bankers 09:41 Navigating Offers and Negotiations
In this episode, Christina opens up about the fresh energy she's bringing into her life and business. She reflects on the power of true human connection, the value of networking, and the wisdom she's gained from influential people along the way. Christina challenges listeners to lean into discomfort, trust their intuition, and say yes to opportunities—even when it feels scary. With heartfelt stories and powerful takeaways, she reminds us how fleeting life can be, and why it's so important to step up, embrace change, and take ownership of the journey ahead.
In this episode of Decide It's Your Turn, Christina Lecuyer dives into why waiting for “perfect” keeps you stuck—and how embracing imperfection can actually move you forward faster. She challenges the victim mentality, showing how taking radical responsibility shifts you from feeling powerless to empowered. Christina shares personal stories and practical mindset shifts to help you spot the excuses holding you back, reprogram your thoughts, and start creating real opportunities in your life. If you've ever felt like your background, circumstances, or lack of privilege are keeping you from your goals, this episode will help you see what's truly possible when you decide to take ownership of your future.
Send us a textJason “Wally” Waldron is the founder and CEO of Exitology, a company dedicated to helping custom manufacturers, industrial services, and supply chain firms scale their businesses rapidly and exit with maximum value—on their own terms. With nearly two decades of experience advising business owners and engineering-driven teams, Wally specializes in accelerating company growth—up to 33% per year—and unlocking $10M+ in trapped business value in as little as three years.He's not just talking theory. Wally's background in marketing strategy, business development, and organizational systems spans work as a fractional CMO, partner in marketing and equity firms, and years of hands-on growth consulting. His methodology blends actionable frameworks with a deep understanding of the unique needs of technical founders and engineering-driven companies.In his book, Exitology: Unlock Your Profits, Unlock Your Potential, Wally outlines how business owners can break free from the day-to-day grind, regain their time, and create companies that grow without them. Whether owners are looking to sell, hand down the business as a legacy, or simply step away with confidence, Exitology provides the playbook.Wally's mission is to help founders create both financial freedom and personal fulfillment—without compromising their engineering integrity. He currently works with $10M to $200M privately owned firms in sectors like custom manufacturing, commercial construction, and industrial services, and has built a reputation for helping leaders transition from “success” to “significance.”Connect with Wally on LinkedIn: https://www.linkedin.com/in/wallywaldron/Visit the Exitology website: https://exitology.com/ Aaron Moncur, hostClick here to learn more about simulation solutions from Simutech Group.
In this episode, Christina shares her insights on entrepreneurship, emphasizing the importance of alignment between personal values and business goals. She discusses the challenges of being a business owner, the significance of strategy and mindset, and the reality of managing revenue and expenses. Christina encourages listeners to redefine success beyond mere financial metrics and to take actionable steps towards their goals, while also highlighting the unique advantages of being a business owner.
In this episode of the Expert Network Team podcast, we're joined by Jeff Eliason, Managing Director at SDR Ventures, to unpack the full process of selling your business—and how to position yourself for not just one, but two potential payouts. Jeff breaks down what it means to “run a process,” how to prepare for a successful exit, and why recurring revenue businesses are hot in today's M&A environment. Plus, Jeff Krommendyk shares a firsthand account of navigating an earnout with his own business. You'll learn: - What investment bankers really do - How to protect your valuation during due diligence - Why boring businesses with moats attract serious buyers - What the “second bite of the apple” really looks like - Why AI and recurring revenue are shaping today's deals This episode is a must-listen for business owners exploring succession, sale, or scaling. Geoff S. Eliason, Principal SDR Ventures geliason@sdrventures.com 720.221.9220 Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comTaylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008tsmith@goodspeedmerrill.comwww.goodspeedmerrill.com Jeff Krommendyk, Insurance ExpertWorking with business owners and successful families in transferring riskOne Digital Insurance Agency(303) 730-2327jeff.krommendyk@onedigital.comKarl FrankFinancial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxedCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) 690.5070karl@assetsandincome.comWebcasts, Podcasts, Streaming Video, Streaming AudioA&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Christina sits down with guest Laura Benson to unpack what really happens when you sell a business, beyond the balance sheet. Together, they dive into the emotional highs and lows of letting go, the hidden challenges owners face, and what it takes to navigate such a life-changing transition with clarity and purpose.Laura shares how redefining success means looking past financial gain and finding fulfillment, connection, and legacy in the next chapter. From the toll business ownership takes, to the power of community, to the surprising journey of self-discovery that follows, this conversation is a must-listen for entrepreneurs and leaders at any stage.At its core, this episode is about more than money, it's about building a life of meaning, serving others, and leaving something that lasts.Follow Laura's journey on instagram
Want to grow your business? Download your free roadmap today: coltivar.com/growth Buying or selling a business can go wrong fast. Pay too much as a buyer and you'll regret it. Sell too soon and you might leave millions on the table. In this episode, Steve Coughran shares a CFO's perspective from years of buying, building, and selling companies worth over a billion dollars. He breaks down the three main ways businesses are valued, the four factors that drive valuation up, and the eight hidden risks that drag it down. Whether you're looking to acquire a company or prepare for an exit, this episode shows you exactly what investors look for—and how to maximize the value of your business. Disclaimer: BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information. LinkedIn | YouTube coltivar.com/byfiq
5 Smart Strategies to Exit Your Business with Maximum Value Thinking about selling your business? Whether you're a first-time entrepreneur or a seasoned owner, this episode of Franchise Fridays is your ultimate guide to building a business with a high-value exit in mind. Jeff Dudan breaks down the 5 essential strategies for maximizing your business sale—from building systems that don't rely on you to protecting your IP, eliminating buyer red flags, and most importantly… cash flow. Plus, why being part of a franchise system can supercharge your exit value—and how to avoid leaving money on the table if you're selling on your own. If you're building a business you'll one day sell—or even if you haven't thought that far ahead—you can't afford to miss this.
5 Smart Strategies to Exit Your Business with Maximum Value Thinking about selling your business? Whether you're a first-time entrepreneur or a seasoned owner, this episode of Franchise Fridays is your ultimate guide to building a business with a high-value exit in mind. Jeff Dudan breaks down the 5 essential strategies for maximizing your business sale—from building systems that don't rely on you to protecting your IP, eliminating buyer red flags, and most importantly… cash flow. Plus, why being part of a franchise system can supercharge your exit value—and how to avoid leaving money on the table if you're selling on your own. If you're building a business you'll one day sell—or even if you haven't thought that far ahead—you can't afford to miss this.
Text us a pool question!In this episode of Mondays Down Under, the hosts discuss the recent sale of a pool shop and the emotional and logistical aspects of running a business in the pool industry. They explore the importance of preparation for selling a business, the role of staff during transitions, and the impact of technology and AI on the industry. The conversation emphasizes the need for due diligence and maintaining strong customer relationships to ensure business success.takeawaysCelebrating the sale of a pool shop is a significant milestone.Running a business can be both rewarding and stressful.The pool industry still has growth potential despite technological changes.AI can assist but cannot replace the expertise of technicians.Keeping a clean and updated database is vital for business value.Managing stock effectively is crucial for profitability.Preparation is essential when selling a business.Staff management plays a key role in business transitions.Due diligence is critical when buying or selling a business.Open communication with staff can ease transitions.Sound Bites"Congratulations on the big sale!""Keep your database clean and updated.""Take your staff along on the journey."Chapters00:00Celebrating Business Transitions02:42The Challenges and Rewards of Business Ownership05:18The Role of Technology in the Pool Industry08:10Preparing a Business for Sale11:06Understanding Business Valuation and Sale Dynamics16:45The Importance of Staff in Business Transitions19:19Due Diligence in Buying and Selling Businesses22:09Navigating Change in Business Ownership24:41Closing Thoughts and Future Outlook Support the showThank you so much for listening! You can find us on social media: Facebook Instagram Tik Tok Email us: talkingpools@gmail.com
Send us a textReady to ditch the dream and actually start that business you've been thinking about? This week on "The Selling Podcast," Mike and Scott are joined by the incredibly generous Aaron Skinner, the mastermind behind unsexybusinessmen.com! If you've ever felt overwhelmed by the first steps of entrepreneurship, this episode is your personal blueprint.Aaron doesn't just talk about starting a business; he gives away the essential information for free! He pulls back the curtain on how to get started and drive your venture to success, sharing the exact knowledge and practical steps you need to take action today. Forget expensive courses or confusing jargon – Aaron's philosophy, mirrored on his unsexybusinessmen.com website, is all about providing clear, actionable guidance to get you going.He shares the real-world story of how he built and successfully sold his own janitorial business, proving that you don't need a "sexy" idea to achieve monumental success and a profitable exit. Aaron's journey highlights the power of fundamental business principles, grit, and smart execution.Tune in for an unfiltered conversation packed with insights on:The absolute essentials for new entrepreneurs.Why free, actionable information is often the best way to kickstart your business.The unvarnished truths of building a service-based business from the ground up.Lessons learned from selling a successful venture.Mike and Scott bring their signature blend of humor and hard-hitting sales wisdom as they dive into the nitty-gritty of entrepreneurship with Aaron Skinner. If you're ready to stop dreaming and start doing, this episode is your first (and best!) step.Scott SchlofmanMike Williams - Cell 801-635-7773 #sales #podcast #customerfirst #relationships #success #pipeline #funnel #sales success #selling #salescoach
Alex Murray, market president of Newport Beach, and Boryana Zamanoff, senior wealth strategist, break down key insights from our report, Mastering the Sale.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, Lesly Harden shares her journey from starting an art studio to becoming a franchise expert. She discusses the challenges and learning experiences she faced while navigating the franchising landscape, the emotional aspects of selling her business, and her current role with Homevestors, a franchise in real estate investing. Lesly emphasizes the importance of networking, trial and error, and having a solid support system in business. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
What happens after you sell the business you've spent over a decade building? In this episode, I'm joined by my longtime friend and returning guest Bill D'Alessandro, fresh off the sale of Natural Dog Company. Bill shares what it was like to finally exit after 12 years, how he's thinking about investing his earnings, and why his next chapter might be his best one yet. Listen in as we unpack Bill's decision to divest a portfolio of brands and go all-in on one, how the acquisition unfolded, and why he's now leading corporate development for a private equity-backed pet brand platform. We also dive into the psychological and strategic side of navigating a big liquidity event - from what he's (not) spending money on to how he's thinking about investing, BDCs, real estate, and personal finance. You can find show notes and more information by clicking here: https://bit.ly/43jiMtj Interested in our Private Community for 7-Figure Store Owners? Learn more here. Want to hear about new episodes and eCommerce news round-ups? Subscribe via email.