Podcasts about selling your business

Jim Afinowich of IBG Fox & Fin talks selling your business

How can you build your business with the plan to sell it in the future? Join Saul Cohen, a CPA and acquisitions advisor, as we discuss how saleable businesses are intentionally built for sale and typically have higher valuations, with multiples increasing from 2-3 times those of lifestyle businesses. View the complete show notes for this episode. Want To Learn More? M&A Basics: Building a Sellable Business Preparing Financial Statements When Selling a Business M&A Guide | The 4 Types of Buyers of Businesses Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Selling your business is more than a transaction; it's the final act of your entrepreneurial story. But a great ending doesn't just happen—it's written years in advance. Far too many entrepreneurs approach a sale unprepared, letting common (and avoidable) mistakes destroy the value they've worked so hard to build. We brought in expert Chris Spratling, a coach and author who has mastered the art of the successful exit, to lay out a proven blueprint. He explains that buyers are looking for specific signals that a business is a low-risk, high-reward investment. Your job is to build those signals into your company's DNA long before you're ready to sell.

Building and selling a company is hard—but managing wealth afterward is a completely different challenge.Jay Jacobs knows this firsthand. An OG member of The Lifestyle Investor Mastermind, and my very first Private Client, Jay founded RAPID Manufacturing in 2001 and grew it over 17 years into the world's largest prototype sheet metal manufacturer and the second-largest prototype CNC machining business. RAPID's success was fueled by leveraging modern technology—and after selling the company for 9-figures, Jay launched Paperless Parts to give other manufacturers access to the same kinds of tools. Today, Paperless Parts is the #1 quoting and estimating software in manufacturing, with $25M ARR.But even with all that success, Jay faced a new reality after his exit: the skills that made him a world-class entrepreneur weren't the same ones he needed to protect and grow his wealth.As an entrepreneur, he was used to taking calculated risks, moving fast, and having full control over outcomes. As an investor, the rules were different—success meant slowing down, saying “no” more often than “yes,” and trusting others to be good stewards of his capital. The optimism and risk tolerance that served him in business could quickly become liabilities in investing.In this conversation, he shares how he made that transition—building a passive income stream to replace his paycheck, creating guardrails to avoid costly mistakes, and designing a life filled with impact, travel, and passion projects. You'll hear the mindset changes that guide his decisions, the relationships that open up high-quality deal flow, and the lessons that can help you avoid the costly mistakes that wipe out fortunes.In this episode, you'll learn: 1.) Why the skills that build a company aren't the same ones that grow and protect wealth—and how to make the shift from entrepreneur to investor.2.) The strategy behind Jay's leap from a 9-figure exit to building a $25M ARR industry leader in manufacturing software.3.) The lifestyle design strategies Jay uses to turn passions into profitable ventures and create unforgettable life experiences.Show Notes: LifestyleInvestor.com/252Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this conversation, Miguel Delgado and Brian Franco discuss the critical aspects of business transition, focusing on the importance of succession planning, emotional readiness, and the common mistakes business owners make when preparing for an exit. They emphasize the need for early planning, assessing both financial and emotional readiness, and the significance of aligning personal values with business goals. The discussion also touches on the challenges of identity and ego in business ownership, the void that can follow a sale, and the legacy conversations that every business owner should have before transitioning their business.

How much had you thought about what life will be like after you sell your business? Join serial entrepreneur and private equity operator Jim Evanger to learn about the life changes after selling a business. Jim shares his experience of selling his first business, the emotional impact, and the subsequent transition to new ventures. View the complete show notes for this episode. Want To Learn More? Should I Sell My Business? Tips on Preparing Your Business for Sale The Importance of Persistence When Selling a Business Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

The Financial Operator Podcast: Cash In, Chaos Out | Ep. 64 | Selling Businesses With Purpose & Profit Link to video podcast episode: https://youtu.be/2_N758pI-DM  Empowering Women in M&A: Rachel Boynton's Inspiring Journey

Selling your business isn't just about the top-line sale price; it's about how much you actually get to keep after taxes, debt payoff, and transition costs. In this Wise Money Spotlight, CFP®, CEPA Jared Moxness joins Mike to unpack the essentials of business exit planning. We cover when to start planning, how to prepare your business and yourself for the transition, the most common ways to sell, tax-efficient strategies to keep more of your proceeds, and how to turn the sale into a reliable retirement income stream.  Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney  Watch this episode on YouTube: https://youtu.be/kotXK_5HHm4  Submit a question for the show: https://www.korhorn.com/ask-a-question/   Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/    Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. 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.

Have you heard about Search Funds and wondered what sets them apart from other investment-based buyers? Join us and Abdel Rahim, a search fund investor, as we discus the search fund model for selling businesses and how it offers founders a smooth transition, flexibility, and potential equity rollover for sellers.   View the complete show notes for this episode.   Want To Learn More? Entrepreneurship Through Acquisition: Insights from Harvard Business School Experts The M&A Training & Transition Period EBITDA | Definition, Formula & Example – A Complete Guide Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Have you been wondering what the “Big Beautiful Bill Act” means for the sale of your business? Join returning guest Bill Weirsema as we discuss the changes that are designed to make M&A transactions more attractive, reduce tax burdens for both buyers and sellers, and stimulate more activity in the market. View the complete show notes for this episode. Want To Learn More? Allocation of Purchase Price & Taxes When Selling a Business EBITDA | Definition, Formula & Example – A Complete Guide Qualified Small Business Stock – Tax Benefit That Could Pay Millions Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Send us a textIn this episode of The Smarter Vet Podcast, CJ Burnett and Tom Seeko break down what business owners need to know about selling their business — from why timing is critical to why age shouldn't dictate your exit. They challenge traditional views of retirement, highlight the difference between revenue and true profit, and explain how intentional living and solid financial planning can help you achieve independence beyond your business. If you're thinking about selling or planning for the future, this episode is a must-listen.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 assessmentTest 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-usCheck out our social media channelsFacebook-https://facebook.com/flvetadvisors LinkedIn-https://linkedin.com/company/flvetadvisors YouTube-https://www.youtube.com/channel/UCAK-PzGDIch3vzKiAjWVrQQ 

Why 80% of Business Sales Fail (And How to Be in the 20%) Thinking about selling your landscape business someday? This episode could save you from making costly mistakes that kill most deals before they even happen. Luke Truetken pulls back the curtain on his experience selling his landscape company and working as a business broker, revealing the harsh realities most business owners never see coming. The brutal truth you need to hear: 80% of businesses listed for sale never actually sellYour business isn't worth what you think it's worth (and why revenue doesn't matter)EBITDA multiples of 3-6x are the real valuation gameConstruction-based businesses sell for significantly less than recurring revenue modelsSloppy books and "living out of the bank account" will kill your deal What you'll discover: The 3-5 year preparation timeline for maximizing your sale priceKey man risk: Why being essential to your business hurts its valueAsset vs. stock sales (and why 99% are asset sales)How to interview and choose the right business brokerThe due diligence process (spoiler: it's like "open heart surgery")Non-compete agreements and what they really mean Real examples included: How route density helped Luke sell 553 weekly accounts in one cityWhy recurring revenue businesses (pest control, irrigation, fertilization) command premium multiplesThe transition period reality (and why it's often brutal for sellers) Whether you're planning to sell in 3 years or 30, this episode will change how you build your business today. Luke doesn't sugarcoat it—he tells you exactly what buyers care about and what they don't. Bottom line: Start building a sellable business now, or risk discovering your life's work isn't worth what you hoped when it's too late to fix it. Essential listening for any landscape business owner who wants to maximize their exit strategy.

What is the most stressful part of selling your business? Join us as we discuss the recent acquisition of National Pavement Partners and the balance they had to strike between completing due diligence and looking after their customers during their busiest season. View the complete show notes for this episode.   Want To Learn More? M&A Reps & Warranties | A Complete Guide Indemnification in Purchase Agreements | M&A Basics The M&A Purchase Agreement | An Overview Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Learn all about how the new SBA loan standard operation procedures will influence your sale. Steve Mariani, a financing intermediary, emphasized the importance of understanding these changes, particularly the equity injection rules and the impact on vehicle liens, to navigate SBA transactions effectively.  View the complete show notes for this episode.   Want To Learn More?   SBA Financing When Buying or Selling a Business M&A Seller Financing: A Complete Guide Small Business Acquisition Financing   Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

Whether you're planning to retire, sell your business, or pass it on to the next generation, having a clear succession plan is essential. Unfortunately, many business owners delay this process, putting the value of their life's work at risk. In this episode of the A Wiser Retirement® Podcast, we cover the key steps every business owner should take to successfully transition out of their business. business. Related Podcast Episodes:- Ep 283: How to Manage a Sudden Money Windfall: IPOs, Business Sale, or Inheritance- Ep 247: Why It's Crucial to Separate Your Business and Personal Assets Related YouTube Videos:- Why Business Owners Need an Exit Strategy - Asset Protection Strategies for Business OwnersLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

In this episode of the Operators Podcast, the hosts discuss various topics including the current trends in M&A, particularly focusing on minority deals and the role of private equity. They delve into the importance of understanding deal structures, the significance of brand age in valuation, and provide practical tips for navigating the deal process. The conversation emphasizes the need for businesses to be prepared and informed when engaging with private equity firms and the complexities involved in selling a business.Chapters:00:00 Introduction05:42 Host Catch-up08:17 M&A Trends and Insights18:45 Understanding Minority Deals27:57 The Role of Private Equity37:24 Navigating the Deal Process46:54 The Importance of Brand Age in Valuation56:14 Final Thoughts and TipsPowered By:Fulfil.io.https://bit.ly/3pAp2vuThe Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands. Northbeam.https://www.northbeam.io/Postscript.https://postscript.io/Richpanel.https://www.richpanel.com/?utm_source=9O&utm_medium=podcast&utm_campaign=ytdescSaras.https://saras-analytics.typeform.com/to/T8jpuAEb?utm_source=9operator_lp&utm_medium=find_out_moreSubscribe to The Marketing Operators Podcast here: https://www.youtube.com/@MarketingOperatorsSubscribe to The Finance Operators here: https://www.youtube.com/@FinanceOperatorsFOPS Sign up to the 9 Operators newsletter here: https://9operators.com/

What do buyers look for in a business, and how can you increase the value of your business by focusing on these areas? Join us as we discuss strategies for increasing the value of your businesses to attract buyers with Justin Goodbread, a business coach and financial advisor.  View the complete show notes for this episode.   Want To Learn More?  M&A Guide | The 4 Types of Buyers of Businesses Optimizing Your Business for a Successful Exit How Involved Will I Be in Selling My Business? Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Retrades are when a buyer or investor tries to renegotiate the valuation price or key terms after a deal is agreed—and it's always to the founder's disadvantage. It's one of the most frustrating risks in M&A, often surfacing late in the process, when founders have already invested significant time, energy, and focus into a buyer. In this episode, Managing Directors Mike Lyon and Jeff Koons break down why retrades happen, what they look like in practice, and most importantly, how founders can help guard against them.Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only and should not be considered as investment advice or a recommendation. It is not intended to address all circumstances that might arise. The views expressed herein may change at any time subsequent to the date of issue. Opinions contained herein should not be interpreted as a guarantee of future results. Outcomes will vary depending on individual circumstances. Any examples used in this material are generic, hypothetical and for illustration purposes only. Testimonials from past clients may not be representative of the experience of other clients and there is no guarantee of future performance or success. Clients are not compensated for their comments.

Want a quick estimate of how much your business is worth? With our free valuation calculator, answer a few questions about your business, and you'll get an immediate estimate of the value of your business. You might be surprised by how much you can get for it: https://flippa.com/exit -- In this episode of The Exit: Host Steve McGarry sits down with Jonathan Bennett, advisor at Clearly Then and former founder of a successful B Corp consulting firm, to unpack the emotional journey of exiting a business—something rarely discussed, but profoundly impactful. Jonathan shares his own story of selling his company through a gradual management buyout, and how the decision started with a casual walk in Dublin and a question from his wife. The episode dives into the often-overlooked inner challenges that founders face—identity loss, grief, and the fear of letting go. “The easy part is the legal and financial stuff,” Jonathan says. “The hard part is emotional.” You''ll learn: Why selling at your peak (not in burnout) is critical How to choose the right successor without hanging on too long Why empty promises during a handover can backfire What life after an exit looks like—and how to fill the void with purpose Smart negotiation tips, including how to uncover the real motivations of a buyer Whether you're planning to exit soon or just building for the long game, Jonathan's mix of practical wisdom and emotional intelligence will give you a fresh perspective on what it really means to walk away from something you built. "Don't wait until you're depleted to sell—get off the stage while the crowd is still clapping." – Jonathan Bennett -- Jonathan Bennett is an advisor and executive coach for purpose-driven leaders who need help solving their organization's toughest obstacles. With experience in urban, rural, remote, and First Nations communities, Jonathan's expertise is in social purpose business strategy, governance, branding, change, and communications. His coaching draws on 25 years of creativity and leadership success as a CEO, board member, and founder, and he is known for his deep-listening and his breakthrough solutions that create insights and new strategies. Jonathan on LinkedIn: https://www.linkedin.com/in/bennettjonathan/ Link to Private Podcast: https://clearlythen.com/listen Website: https://clearlythen.com/ -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Once you've sold your business, you need to think about how to best secure your future. John Paul Szita, an entrepreneur and real estate investor, suggests allocating at least one-third of your proceeds to real estate investing alongside experienced partners. View the complete show notes for this episode. Want To Learn More?  How to be Happy After Selling Your Company How to Be Financially Free after You Sell Your Business Critical Financial and Estate Planning Strategies When Selling Your Business Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

Behind the Buy: Business Acquisition Insights | The MKB Podcast Episode 61 Link to video podcast episode: https://youtu.be/YFDm_fKlNhQ 

Wondering how to build an M&A team that will help you maximize your business's value? In this episode, Dustin Williamson, CFO, discusses the importance of seeking good advice from experienced professionals. He highlights the critical stages of the M&A process, including the need for financial advice, investment banking, and legal counsel who specialize in M&A.   View the complete show notes for this episode.   Want To Learn More?  The Role of Accountants When Selling Your Business The Role of M&A Lawyers When Selling Your Business Do I Need to Hire a Local Business Broker? Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue  If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

What if scaling your SaaS didn't require burning out or selling your soul to venture capital? In this episode, Greg sits down with seasoned SaaS founder, author, and startup mentor Rob Walling for a candid conversation about what it really takes to build a sustainable, sellable SaaS business. Rob kicks things off by sharing how he stumbled into SaaS before it was cool, and how that journey led him to co-create TinySeed, an alternative funding model that puts founders first. He breaks down how TinySeed's 12-month program works, who it's for, and how it compares to traditional VC. But this episode isn't just about funding, it's about founder freedom. We dive deep into the psychological shifts that come with selling your business, how to recognize the right time to exit, and how to protect your energy both before and after a sale. Rob also shares the biggest traps SaaS founders fall into when chasing “growth at all costs” and the core traits he sees in founders who succeed. Whether you're bootstrapping, raising capital, or planning an exit, this episode is packed with honest, actionable insights that will help you scale smarter, and sell without regret. Topics Discussed in this episode: Rob's background and how he got into SaaS (02:08) The origins of TinySeed and how it differs from Venture Capital (12:09) The opportunities that are created through selling your business (19:43) A breakdown of Tiny Seed's 12-month program (22:19) The pros and cons of a “growth at all costs” mindset (28:32) The requirements needed to join Tiny Seed (30:20) The psychological effects of exiting your business (33:56) How to tell when to sell your business (39:40) How to avoid burnout before and after your exit (46:43) The characteristics that successful founders share (52:21) Mentions:  Empire Flippers Podcasts Empire Flippers Marketplace Create an Empire Flippers account Subscribe to our weekly newsletter Startups For The Rest Of Us podcast  Exit Strategy: The Entrepreneur's Guide to Selling Your Business without Regret TinySeed Sit back, grab a coffee, and learn how to take the next step in your SaaS journey with confidence.  

Jim Cumbee is a lawyer who later received an MBA from Harvard Business School. He has served as Assistant Attorney General of Missouri, worked on the staff of the Governor of Missouri, spent years as a commercial real estate developer, and held executive positions at the Walt Disney Company. He also purchased a Gospel Music Radio network, grew it, and sold it. Today, as a very successful business broker, he has earned the titles of expert negotiator and mediator and has authored a best-selling book: “Home Run: A Pro's Guide to Selling Your Business.” There are business lessons in his story and, more importantly, life lessons. Jim Cumbee is a gift, but he also has a gift. If you are wondering what it takes to be successful, be sure to tune in.

What if scaling your SaaS didn't require burning out or selling your soul to venture capital? In this episode, Greg sits down with seasoned SaaS founder, author, and startup mentor Rob Walling for a candid conversation about what it really takes to build a sustainable, sellable SaaS business. Rob kicks things off by sharing how he stumbled into SaaS before it was cool, and how that journey led him to co-create TinySeed, an alternative funding model that puts founders first. He breaks down how TinySeed's 12-month program works, who it's for, and how it compares to traditional VC. But this episode isn't just about funding, it's about founder freedom. We dive deep into the psychological shifts that come with selling your business, how to recognize the right time to exit, and how to protect your energy both before and after a sale. Rob also shares the biggest traps SaaS founders fall into when chasing “growth at all costs” and the core traits he sees in founders who succeed. Whether you're bootstrapping, raising capital, or planning an exit, this episode is packed with honest, actionable insights that will help you scale smarter, and sell without regret. Topics Discussed in this episode: Rob's background and how he got into SaaS (02:08) The origins of TinySeed and how it differs from Venture Capital (12:09) The opportunities that are created through selling your business (19:43) A breakdown of Tiny Seed's 12-month program (22:19) The pros and cons of a “growth at all costs” mindset (28:32) The requirements needed to join Tiny Seed (30:20) The psychological effects of exiting your business (33:56) How to tell when to sell your business (39:40) How to avoid burnout before and after your exit (46:43) The characteristics that successful founders share (52:21) Mentions:  Empire Flippers Podcasts Empire Flippers Marketplace Create an Empire Flippers account Subscribe to our weekly newsletter Startups For The Rest Of Us podcast  Exit Strategy: The Entrepreneur's Guide to Selling Your Business without Regret TinySeed Sit back, grab a coffee, and learn how to take the next step in your SaaS journey with confidence.

As Benjamin Franklin famously said, “In this world, nothing is certain except death and taxes.” But for online business owners, taxes aren't always so certain, especially when it comes to sales tax. In this episode, we're joined by Jessica Rhoads. Jessica is an internationally experienced CPA and self-confessed “dumpster fire accountant” who specializes in helping business owners untangle messy tax situations. We cover the key types of taxes every entrepreneur should understand, and zoom in on the one that's most commonly misunderstood, and most likely to derail a future exit: sales tax. Jessica breaks down how sales tax applies to non-tangible goods like SaaS products and apps, what triggers a sales tax nexus, and why ignoring it can lead to massive headaches during due diligence. She also shares insight on the best and worst states to set up your business from a tax standpoint, when to file a Voluntary Disclosure Agreement (VDA), and how to stay compliant if you're selling across borders. If you're building a business with the goal of selling one day, this episode is a must-listen. It could save you from tax troubles that scare off buyers, or cost you more than you bargained for. Topics Discussed in this episode: The different types of taxes businesses should be aware of (03:45) Why sales tax is so important when selling your business (06:49) How sales tax is applied to software and apps (11:43) An overview of sales tax nexus (17:30) The different tax softwares that can help you figure out your taxes (19:50) The best and worst states to set up your business in (23:07) How to stay compliant if you have sales tax nexus (28:16) How tax works if you're selling in foreign countries (30:37) When to file a VDA (33:56) A major misconception founders have about sales tax that hurts them later (39:39) Mentions:  Empire Flippers Podcasts Empire Flippers Marketplace Create an Empire Flippers account Subscribe to our weekly newsletter Jessicanomics.com Sit back, grab a coffee, and learn how to get your business taxes in order - before it's too late.  

Ever wondered what it's like to raise capital in a Series A round? Listen to Guillaume Thomas, founder and CEO of Martingale Cognac, discuss his experience raising capital for his cognac startup. Find out how he convinced people to invest, what his greatest challenge was, and what he learnt from his investors.  View the complete show notes for this episode.  Want To Learn More?   The Impact of AI, Fintech, and Fundraising on M&A Raising Value: A Fresh Perspective Behind the Scenes – From Startup to a $441 Million Exit Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue  If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

As Benjamin Franklin famously said, “In this world, nothing is certain except death and taxes.” But for online business owners, taxes aren't always so certain, especially when it comes to sales tax. In this episode, we're joined by Jessica Rhoads. Jessica is an internationally experienced CPA and self-confessed “dumpster fire accountant” who specializes in helping business owners untangle messy tax situations. We cover the key types of taxes every entrepreneur should understand, and zoom in on the one that's most commonly misunderstood, and most likely to derail a future exit: sales tax. Jessica breaks down how sales tax applies to non-tangible goods like SaaS products and apps, what triggers a sales tax nexus, and why ignoring it can lead to massive headaches during due diligence. She also shares insight on the best and worst states to set up your business from a tax standpoint, when to file a Voluntary Disclosure Agreement (VDA), and how to stay compliant if you're selling across borders. If you're building a business with the goal of selling one day, this episode is a must-listen. It could save you from tax troubles that scare off buyers, or cost you more than you bargained for. Topics Discussed in this episode: The different types of taxes businesses should be aware of (03:45) Why sales tax is so important when selling your business (06:49) How sales tax is applied to software and apps (11:43) An overview of sales tax nexus (17:30) The different tax softwares that can help you figure out your taxes (19:50) The best and worst states to set up your business in (23:07) How to stay compliant if you have sales tax nexus (28:16) How tax works if you're selling in foreign countries (30:37) When to file a VDA (33:56) A major misconception founders have about sales tax that hurts them later (39:39) Mentions:  Empire Flippers Podcasts Empire Flippers Marketplace Create an Empire Flippers account Subscribe to our weekly newsletter Jessicanomics.com Sit back, grab a coffee, and learn how to get your business taxes in order - before it's too late.

In this episode, Adam Torres interviews Cameron Bishop, Managing Director at Raincatcher, about how business owners can get the most value when selling their company. Cameron shares insights from his experience leading PE-backed firms and acquiring over 50 companies. He explains why the lower middle market is often underserved, how to prepare a business for sale, and why expert guidance makes all the difference. Topics: Common mistakes sellers make Real-life exit success and failure stories Why deal structure and financials matter Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, ⁠Adam Torres⁠ interviews ⁠Cameron Bishop⁠, Managing Director at Raincatcher, about how business owners can get the most value when selling their company. Cameron shares insights from his experience leading PE-backed firms and acquiring over 50 companies. He explains why the lower middle market is often underserved, how to prepare a business for sale, and why expert guidance makes all the difference. Topics: Common mistakes sellers make Real-life exit success and failure stories Why deal structure and financials matter Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

One of the biggest challenges of selling your business is figuring out when and how to tell your employees. Announcing too early or too late can create a lot of headaches for both you and the buyer. You'll need to sort out big questions like: Will existing employee contracts continue, or will new ones be needed? What happens to their stock options and accrued leave? Should you ask them to sign non-competes? This episode of M&A Talk, with attorney Kyle Lawrence, dives into these crucial employee-related questions, helping you prepare for this important part of selling your business. View the complete show notes for this episode.   Want To Learn More?  Alternatives to Non-Competes with Employees Informing & Retaining Employees When Selling a Business How Your Employees Can Impact the Value of Your Business Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

Thinking of selling your business one day? Or never planning to? Either way, this conversation could change how you build. Rob Walling has seen it all. He's exited his own SaaS company and helped thousands of founders grow and sell through TinySeed, MicroConf, and his podcast “Startups for the Rest of Us.” In this episode, he sits down with Dan to talk about what founders get wrong about selling, why most exits are emotionally brutal, and how to actually create a business that gives you freedom: whether or not you ever sell it. CHAPTERS (00:00:00) Why Exits Matter (Even If You Never Sell) (00:03:48) The Emotional Reality of Selling Your Business (00:08:35) What Your Business is Actually Worth (Valuation Benchmarks) (00:11:45) The $10M Dream: Who Gets There, Who Doesn't (00:18:59) The SaaS Plateau: How to Know When You're Stuck (00:27:20) The 5 Marketing Channels Still Working in 2025 (00:30:23) Can Non-Technical Founders Still Win? (00:40:33) Two Traps Founders Fall Into When Selling a Business (00:46:50) Rob's Book: “Exit Strategy” LINKS Rob's book “Exit Strategy” (https://exitstrategybook.com/) Share your story/sponsor the pod (https://forms.gle/gKZFuwReHSvg8LD48) 22 free resources for founders (https://tropicalmba.com/resources) Connect with 1,000+ generous global entrepreneurs (https://dynamitecircle.com/) Read Dan's book “Before the Exit” (https://www.amazon.com/Before-Exit-Thought-Experiments-Entrepreneurs-ebook/dp/B07BN2KD1J) Dan Andrews is the co-founder of Dynamite Circle, author of Before the Exit, host of the Tropical MBA podcast, and an entrepreneur who has successfully launched and scaled multiple 7-figure businesses. CONNECT WITH DAN Email Dan@tropicalmba.com Follow on X (https://x.com/TropicalMBA) Follow on Instagram (https://www.instagram.com/tropicalmba/) MORE EPISODES Our Lifestyle Business Non-Negotiables (https://tropicalmba.com/episodes/lifestyle-business-non-negotiables) ‘I'm Fiscally Bitcoin and Socially Ethereum' (https://tropicalmba.com/episodes/greg-gerber-crypto-2020) Is Dropshipping Still a Valid Business Model? (https://tropicalmba.com/episodes/dropshipping-valid-business-model) The Consultant's Handbook - How to Make Location Independent Income Quickly (https://tropicalmba.com/episodes/consulting) The Amazon Gold Rush (https://tropicalmba.com/episodes/amazongold) “Lifestyle Business” vs “Real Business” (https://tropicalmba.com/episodes/lifestyle-vs-real-business)

Half of business sales fail due to issues buyers uncover during financial due diligence, but being prepared for due diligence can lead to higher sale prices and a smoother transaction. In this episode, CPA and due diligence expert Bill Wiersema discusses inaccurate revenue recognition, non-compliance with state and local tax laws, and how sellers can increase their business's value by addressing accounting changes, tax compliance, and non-recurring items.  View the complete show notes for this episode.   Want To Learn More?  M&A Due Diligence Preparation Adjusting Financial Statements: A Complete Guide Preparing Financial Statements When Selling a Business Top Financial Challenges in Selling a Business Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Are you prepared for the due diligence phase of selling your business? What sort of things will a strategic buyer want to see? In this episode, strategic buyer Michael Seitz shares his advice on selling your business, from ensuring your landlord is on board with the sale, to setting realistic price expectations, to how you should pick your attorney.  View the complete show notes for this episode.   Want To Learn More?   M&A Guide | The 4 Types of Buyers of Businesses M&A Due Diligence Preparation Selling to a PE Firm as Part of a Roll-up Preparing Emotionally for the Closing Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

What if your exit could be the beginning of your best story, not the end? In this deep-dive workshop-style episode, Jerome Myers reunites with Homer Smith, financial strategist and founder of Konvergent Wealth, to unpack the financial and emotional blueprint for achieving true post-exit success. Whether you're years from selling your business or already navigating offers, this episode delivers the playbook for preserving family wealth and personal purpose. If you're a business owner asking, "What's next?" — this one's for you. [00:00 – 12:00] Two Paths After the Sale Why 70% of businesses brought to market don't sell—and how to avoid being one of them The post-sale "tragedy" no one talks about “Only about 6% of owners who go to market are highly satisfied with the outcome.” The three pillars of a successful exit: business readiness, market readiness, and owner readiness [12:01 – 26:00] The Real Reasons Founders Miss Out Unrealistic valuations and the myths around multiples Why internal partner conflict can kill a deal The #1 financial red flag for buyers: messy books The hidden danger of high customer concentration [26:01 – 36:00] The Founder's Exit Paradox Jerome breaks down the emotional crash that hits post-sale Creating a personal life plan that aligns with the deal terms “Most founders are walking into a sea of nothingness.” How the N.E.X.T. framework (Nourish, Evaluate, eXplore, Transcend) builds clarity and confidence [36:01 – 45:00] Planning to Win (Not Just Exit) Real case study: $106M egg farm deal and $20M tax savings Why your transaction team might be too small—or too inexperienced Planning five years out: why it's never too early to optimize [45:01 – End] Exit Into Excellence How post-exit optimization begins long before you close Jerome's call to founders: “Don't build a business without designing the life beyond it.” Resources to prepare: free whitepaper and transition readiness assessment Key Quotes: “The business, the market, and the owner all need to be ready.” - Homer Smith “Only about 6% of business owners who raise their hands to go to market are highly satisfied with the outcome.” - Homer Smith Connect with Homer Smith Website: http://www.konvergentwealth.com/ LinkedIn: https://www.linkedin.com/in/homersmith4/ Ready for your next chapter? Start Your Assessment Now

Chang Kim—friends call him CK—sold his company Tapas for more than $500 million and walked away without an earn-out. Instead of jumping into his next venture, he did something few founders have the nerve to do: he took a year off.  In this episode of Built to Sell Radio, CK opens up about what life looks like when work becomes a choice, not a requirement. From cross-continental travel to difficult conversations with his kids about wealth, this is a rare, candid look at what happens after the wire hits. 

Many founders hit $3M in revenue and stall out. In this episode, Dan and Greg Crabtree break down why—and how to fix it. They discuss “profit truth”, how to spot financial red flags, and what metrics to track to scale beyond the messy middle. Plus: we're looking for listener stories. Have you implemented a system or framework that changed your business? Tell us about it. Your story could help 1,000s of entrepreneurs. Links from the episode: Form: Share your story / sponsor the pod (https://docs.google.com/forms/d/e/1FAIpQLSdPXbgWniCDhLpt4QPvOvoXPHRRwDYw-izZszc92qAuMPnhhQ/viewform?usp=sharing&ouid=101528162047962210125) Labor Efficiency Ratio Summary (https://docs.google.com/document/d/1kuJAqNkX_qncqp3qYtT27z9R5IpJTYeMIZtzMRMSV7A/edit?usp=sharing) CHAPTERS (00:00:14) Introduction and the Death Zone 00:09:37) The Impact of Paying a Market-Based Wage (00:11:03) Behavioral Economics and Profit Truth (00:14:38) The Definition of a Fully Capitalized Business (00:16:49) Transitioning through the Death Zone (00:17:26) The Three Steps to Business Success (00:18:51) Remaining Profitable in the Death Zone (00:19:48) Different Capital Profiles and Cashflow (00:21:04) The Emotional Challenge of Spending in the Death Zone (00:24:03) The Executional Problem of Growth (00:24:24) Getting Through the Black Hole (00:27:02) The $3 Million Mark (00:28:25) The Worth of Going Through the Zone (00:31:32) Managing a Marketing Agency Past $5 Million (00:36:26) Common Mistakes Made by Founders (00:38:36) Understanding Profit Truth (00:45:33) Investing in Finance and Accounting CONNECT Dan “at” tropicalmba dot com Ian “at” tropicalmba dot com LINKS Join the DC (http://dynamitecircle.com) Subscribe to the newsletter (https://tropicalmba.com/subscribe) Follow us on Instagram (https://www.instagram.com/tropicalmba/) Free resources for business owners (https://tropicalmba.com/resources) MORE EPISODES The Roadmap for Turning a Skill Into a $1M Business (https://tropicalmba.com/episodes/7-figure-productized-business) The Unexpected Downsides of Selling Your Business (https://tropicalmba.com/episodes/exit-founders-disappointed) Success Without Sacrifice? (https://tropicalmba.com/episodes/success-without-sacrifice) Shiny Object Syndrome (https://tropicalmba.com/episodes/shiny-object-syndrome) The Anti-Agency Agency + High ROI Customer Service Strategies (https://tropicalmba.com/episodes/anti-agency-high-roi)

What happens when you and your partner have different ideas of your business's future? What if that business partner is also a family member? In this episode, we talk with Chris Younger, an investment banker, about the challenges and potential solutions when selling a company due to partner conflict. View the complete show notes for this episode. Want To Learn More?  M&A Basics | Why Do Business Owners Sell Their Business? Family Offices and Management Buyouts – What You Need to Know Navigating Partnership Disputes: Lessons from a Valuation Expert Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

In this expert interview, John Golden and Nick Spezio of EXBO Group delve into the current landscape of business acquisitions. Discover what buyers prioritize today, including quality of earnings and customer retention. Learn why early preparation and transparent financial records are essential for maximizing your business's value. Nick also highlights the increased competition among buyers and the importance of articulating a compelling growth narrative.

What 160 founders taught us at DC Mexico—why deep customer engagement beats ads, how group workshops are replacing sales calls, what lifestyle entrepreneurs can learn from the FIRE movement, and how financial clarity and community still drive the biggest results. CHAPTERS (00:00:34) DC Mexico Recap (00:02:42) Why We Do This (Essay by Jeff Pecaro) (00:06:23) Deep Giveaways That Convert (00:12:31) High Ticket Offers (00:15:30) Lifestyle Business vs. FIRE Movement (00:19:07) Masterminds as Money Makers (00:21:08) The Real Challenge of Parenting? (00:24:49) Pivots and Resetting the Vision (00:25:58) Real AI Workflows Founders Are Using (00:26:31) Clarity, Courage, and Deal-Making (00:27:45) Nailing Your Best Marketing Channel (00:29:00) Know Your P&L CONNECT Dan “at” tropicalmba dot com Ian “at” tropicalmba dot com LINKS Join the DC (http://dynamitecircle.com) Subscribe to the newsletter (https://tropicalmba.com/subscribe) Follow us on Instagram (https://www.instagram.com/tropicalmba/) Free resources for business owners (https://tropicalmba.com/resources) MORE EPISODES The Roadmap for Turning a Skill Into a $1M Business (https://tropicalmba.com/episodes/7-figure-productized-business) The Unexpected Downsides of Selling Your Business (https://tropicalmba.com/episodes/exit-founders-disappointed) Success Without Sacrifice? (https://tropicalmba.com/episodes/success-without-sacrifice) Shiny Object Syndrome (https://tropicalmba.com/episodes/shiny-object-syndrome) The Anti-Agency Agency + High ROI Customer Service Strategies (https://tropicalmba.com/episodes/anti-agency-high-roi)

1. “How do you like to qualify whether a buyer actually has the capital to close a deal?”Gut check vs. formal proofDifferences between PE-backed and strategic buyersWhat's reasonable to ask for and when in the process 2. “What are some of the best ways a buyer can demonstrate proof of funds early in a process?”Equity commitment lettersBank letters or balance sheetsFund-level detail for PE buyersIs a LOI ever enough? 3. “When you see a buyer lean heavily on an earnout or seller note, what does that tell you about their financial strength?”Earnouts as risk-transfer vs. alignment toolSign of limited capital vs. aggressive valuationHow to structure a seller note to reduce risk 4. “Have you ever had a deal fall apart because the buyer couldn't come up with the money?”Anecdotes of broken deals or red flags missedWhat should have been asked earlierLessons learned about screening buyers 5. “What questions should sellers be asking to vet a buyer's financial capacity?”Go-to questions to ask PE firms, family offices, strategicsWhat not to ask (or how not to ask it)How advisors help behind the scenes to validate 6. “If a seller gets an offer that looks strong on paper — big multiple, big earnout — what's your advice for validating it's real?”The danger of being ‘seduced by the headline multiple'Discounting for deal structure riskHow to tie offer strength to real-world execution ability 7. “Are there particular red flags you see when a buyer isn't financially credible?”Delayed diligence or ghostingLack of transparency around capital sourceToo many approvals needed — unclear decision-makersOffers contingent on future fundraising 8. “What's the advisor's role in protecting the seller from wasting time with unqualified buyers?”Quietly vetting buyers behind the scenesManaging buyer engagement based on credibilityPulling in references or past deal history 9. “What's your take on PE firms that haven't yet closed a platform in the space — does that change how we qualify them?”Platform vs. add-on credibilityOperational readiness of first-time buyersImportance of fund age and deployment schedule 10. “At what point in the process do you think it's fair for a seller to ask for hard financial evidence?”Pre-LOI vs. post-LOIHow to handle it without offendingWhen to walk if transparency isn't thereRELATED EPISODESEpisode 203: Selling Your Business to an Independent Sponsor. Listen now >>Episode 113: Deal Financing- Scenarios, Options and Implications for Both Sides. Listen now >>Episode 97: Understanding Search Funds as an IT Services Seller. Listen now >>Episode 99: IT Services Sellers: Evaluating the Size of a Buyer. Listen now >> Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

What really makes a buyer take notice? This episode delivers actionable steps to make your business irresistible to buyers. Learn how to highlight what matters most: a strong team, steady growth, and real long-term value. Guest Jon Martinka, a veteran M&A Advisor, also offers practical advice on how to attract buyers and maximize your exit. View the complete show notes for this episode.  Want To Learn More?   Increasing the Value of Your Business | The RVD Model Reducing Concentrations of Risk Before Selling Your Business Why Do Some Businesses Not Sell? M&A Due Diligence | Checklist & Overview Optimizing Your Business for a Successful Exit Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue  If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

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Dan shares how advanced digital nomads use geography as a lever for business growth—and why most people get it wrong. If you're going to travel, do it with intention. This episode breaks down how. CHAPTERS (00:02:00) The Embargo on “Digital Nomad” (00:02:35) Why Most Nomads Miss the Point (00:05:38) 4 Ways to Travel Smart and Build Faster (00:06:13) Leverage Financial Arbitrage (00:09:16) Curate Better Relationships (00:16:20) Pick Places That Serve Your Goals (00:21:49) Reduce Lifestyle Overhead (00:22:30) Advanced vs. Beginner Nomading (00:25:09) Pitfalls to Avoid: Currency Traps, Isolation, Network Ceilings (00:29:44) The Challenge of Finding a Life Partner (00:31:46) Nomading as a Lever, Not a Lifestyle CONNECT Dan “at” tropicalmba dot com Ian “at” tropicalmba dot com LINKS Join the DC (http://dynamitecircle.com) Subscribe to the newsletter (https://tropicalmba.com/subscribe) Follow us on Instagram (https://www.instagram.com/tropicalmba/) Free resources for business owners (https://tropicalmba.com/resources) MORE EPISODES The Roadmap for Turning a Skill Into a $1M Business (https://tropicalmba.com/episodes/7-figure-productized-business) The Unexpected Downsides of Selling Your Business (https://tropicalmba.com/episodes/exit-founders-disappointed) Success Without Sacrifice? (https://tropicalmba.com/episodes/success-without-sacrifice) Shiny Object Syndrome (https://tropicalmba.com/episodes/shiny-object-syndrome) The Anti-Agency Agency + High ROI Customer Service Strategies (https://tropicalmba.com/episodes/anti-agency-high-roi)

How much money do you need to live the life you want after you sell your business? How can you make sure that you get it? Wealth manager Joe LoPresti shares his experience on how you can prepare for the sale of your business. This podcast covers how you can prepare for the future you want and how to build a team of advisors who proactively help you manage your wealth after the sale.  View the complete show notes for this episode.   Want To Learn More?   The Role of Family Offices in M&A Critical Financial and Estate Planning Strategies When Selling Your Business  Will Selling Your Business Make You Happy?   Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

Dan shares why most bootstrapped business partnerships go sideways—and what to do if yours already has. Resources Mentioned: ● When Partners Fall Out (HBR article) (https://hbr.org/1986/11/when-partners-fall-out) ● Tropical MBA financial dashboards (https://tropicalmba.com/resources) CHAPTERS (00:00:13) Why This Episode Exists (00:01:27) The Bootstrapper's Dilemma (00:03:07) The Gridlock Problem (00:04:56) When Life Goals Shift (00:06:32) The Ownership Trap (00:08:04) Why Money Makes It Worse (00:09:14) Identity, Resentment, and Role Confusion (00:15:24) The Minority Partner Illusion (00:17:26) Rock Band Rules (00:26:53) How to Reset a Broken Partnership (00:27:46) The Ultimate Test (00:30:15) The Goal: One Plus One Equals More Than Two CONNECT Dan “at” tropicalmba dot com Ian “at” tropicalmba dot com LINKS Join the DC (http://dynamitecircle.com) Subscribe to the newsletter (https://tropicalmba.com/subscribe) Follow us on Instagram (https://www.instagram.com/tropicalmba/) Free resources for business owners (https://tropicalmba.com/resources) MORE EPISODES The Roadmap for Turning a Skill Into a $1M Business (https://tropicalmba.com/episodes/7-figure-productized-business) The Unexpected Downsides of Selling Your Business (https://tropicalmba.com/episodes/exit-founders-disappointed) Success Without Sacrifice? (https://tropicalmba.com/episodes/success-without-sacrifice) Shiny Object Syndrome (https://tropicalmba.com/episodes/shiny-object-syndrome) The Anti-Agency Agency + High ROI Customer Service Strategies (https://tropicalmba.com/episodes/anti-agency-high-roi)

Did you know that you can use your retirement funds to buy a business? Jeremy Ames, co-founder and CEO of Guidant Financial, explains how individuals can invest in a business using a 401(k) rollover. This episode of M&A Talk covers the basics of a 401(k) rollover, including the requirements, the risks, and how to replenish your 401(k) after the sale is done. View the complete show notes for this episode.   Want To Learn More?  Retirement Funds Financing When Buying or Selling a Business Small Business Acquisition Financing Morgan & Westfield's Buyer's Guide Guidant Financial   Additional Resources Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

This week, Dan goes back to the basics—because that's where the breakthroughs often live. This might be the single most important episode you listen to, especially if you feel like you've hit a plateau. He lays out the fundamentals of crafting a compelling offer, why most founders avoid doing it, and how your aversion to rejection might be holding you back from growth. Resources Mentioned: Download Dan's Offer Worksheet (https://docs.google.com/document/d/1KeJZIy006b-EijEcXnA2aFuQuhRlACoKkX4p-baY8s4/edit?usp=sharing) $100M Offers by Alex Hormozi (https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X/ref=sr_1_1_sspa?dib=eyJ2IjoiMSJ9.WferudpATTv2sOO4MGczmtxmW2Pa5ynbJaA1CnNLXmo2q9EsJBSBtlmjGQlP2NUurzmf7rM_RhgyNZ_tdvWeB_dLUC78-SnrCwlDmrPJqZiqoMNZi4-n5YZHg9ptwnpVfu2DvL8XCSjs829vOg7VtJ9qfmlJGK8yxD6NarM13uc4OUgqAFXDNdAWRY733cXG84l56HLe_WB6WczCgkIf48C7Uwo6e9kyFUH6MRUKQhKmziBIjX29td7_n4BsOgZcEWgtHEnsXH4_35z1rb-zI3a8gYVPEFh_vs8TFMu_ROY.tzKMDIY6NUrehnGctwxRplladKrVPGFXoqvTf_rJPBU&dib_tag=se&keywords=100m+offers+alex+hormozi&qid=1746029751&sr=8-1-spons&sp_csd=d2lkZ2V0TmFtZT1zcF9hdGY&psc=1) The Ultimate Sales Letter by Dan Kennedy (https://www.amazon.com/Ultimate-Sales-Letter-4th-Customers/dp/B07P19G3Q5/ref=sr_1_1?crid=3LBCPUX4R97TN&dib=eyJ2IjoiMSJ9.7tPW5zZqKUD21ytW_EwU1w.IC1Pl_8nl-B0qO-c1XCTr9ohT9iW4zw6OiUZ2I2ZRvI&dib_tag=se&keywords=dan+kennedy+ultimate+sales+letter&qid=1746029799&s=audible&sprefix=dan+kennedy+ultimate+sales+lette%2Caudible%2C139&sr=1-1) CHAPTERS (00:00:00) – The Biggest Lever Under $300K (00:00:29) – Back to Basics: Offers (00:02:07) – Offer vs Product (00:03:57) – Why Founders Avoid Offers (00:07:34) – Testing in the Market (00:08:57) – The Offer Framework (00:13:14) – Iterate and De-Risk (00:16:08) – Final Thoughts & Resources CONNECT Dan “at” tropicalmba dot com Ian “at” tropicalmba dot com LINKS Join the DC Subscribe to the newsletter Follow us on Instagram MORE EPISODES The Roadmap for Turning a Skill Into a $1M Business (https://tropicalmba.com/episodes/7-figure-productized-business) The Unexpected Downsides of Selling Your Business (https://tropicalmba.com/episodes/exit-founders-disappointed) Success Without Sacrifice? (https://tropicalmba.com/episodes/success-without-sacrifice) Shiny Object Syndrome (https://tropicalmba.com/episodes/shiny-object-syndrome) The Anti-Agency Agency + High ROI Customer Service Strategies (https://tropicalmba.com/episodes/anti-agency-high-roi)

Dan shares a relationship-first strategy for landing bigger deals—no funnels, no ads, just a focused system that's often more affordable and effective than a social media strategy. He's joined by agency owner James Feng, who's using this approach to grow from $300K to $1M. (Dan's template) The Rolodex Method + Marketing Tracker (https://docs.google.com/document/d/1jRV_ncgCWAMRB7tZZtnO7x0Tn5sE46-tYkwN6paVG3A/edit?usp=sharing) CHAPTERS (00:00:00) Intro (00:01:01) The Old School Way to Get Your Dream Clients (00:04:00) How high-level decision makers make decisions (00:06:03) Agency Owner $300K to $1M (00:07:38) Who is James Feng? (00:11:22) Adjusting Pricing for Better Client Acquisition (00:13:49) Understanding the Landscape of High-Level Accounts (00:15:34) Building Relationships with Key Decision Makers (00:22:36) The Rolodex Hustle: Creating a System for Networking (00:27:22) Leveraging Cultural Insights for Business Success CONNECT Dan “at” tropicalmba dot com Ian “at” tropicalmba dot com LINKS Join the DC (http://dynamitecircle.com) Subscribe to the newsletter (https://tropicalmba.com/subscribe) Follow us on Instagram (https://www.instagram.com/tropicalmba/) MORE EPISODES The Roadmap for Turning a Skill Into a $1M Business (https://tropicalmba.com/episodes/7-figure-productized-business) The Unexpected Downsides of Selling Your Business (https://tropicalmba.com/episodes/exit-founders-disappointed) Success Without Sacrifice? (https://tropicalmba.com/episodes/success-without-sacrifice) Shiny Object Syndrome (https://tropicalmba.com/episodes/shiny-object-syndrome) The Anti-Agency Agency + High ROI Customer Service Strategies (https://tropicalmba.com/episodes/anti-agency-high-roi)

What if your struggle to follow through isn't a discipline problem — but a signal? This week, Dan unpacks why many entrepreneurs bounce between ideas early on, and how that phase might be necessary, not broken. He shares a simple framework for telling the difference between just another project… and a business worth going all-in on. CHAPTERS (00:00:13) Intro + Listener Question (00:02:03) Why $150/Month Is a Great Start (00:02:58) The 100 Ideas Phase (00:03:48) Recognizing Early Market Signals (00:04:51) Execution Only Matters After Momentum (00:07:18) The Classic Founder Venn Diagram (00:07:59) Pitfalls of Passion Projects (00:11:54) High Ticket vs. Consumer Products (00:13:54) Designing Your First Offer (00:15:04) Why Market Feedback Solves the Focus Problem (00:16:17) Final Advice: Stay Playful and Keep Experimenting CONNECT Dan “at” tropicalmba dot com Ian “at” tropicalmba dot com LINKS Join the DC (http://dynamitecircle.com/) Subscribe to the newsletter (https://tropicalmba.com/subscribe) Follow us on Instagram (https://www.instagram.com/tropicalmba/) MORE EPISODES The Roadmap for Turning a Skill Into a $1M Business (https://tropicalmba.com/episodes/7-figure-productized-business) The Unexpected Downsides of Selling Your Business (https://tropicalmba.com/episodes/exit-founders-disappointed) Success Without Sacrifice? (https://tropicalmba.com/episodes/success-without-sacrifice) Shiny Object Syndrome (https://tropicalmba.com/episodes/shiny-object-syndrome) The Anti-Agency Agency + High ROI Customer Service Strategies (https://tropicalmba.com/episodes/anti-agency-high-roi)