Podcasts about selling your business

We have another Practice Growth Deep Dive for you! In this episode, Steve Jensen talks with Dr. Kartik Antani about the journey from dental school to ownership, what it takes to scale (and when it can be smarter to scale back), and how strong systems and mentorship drive both performance and well-being. Dr. Antani also shares how sleep dentistry and medical billing fit into a modern general practice, plus his vision for more connected, tech-enabled dental and medical care.Listen in to hear about:Building your support systemEarly-career advice: DSO vs private vs ownershipScaling practices: What people do not talk about enoughWhat actually drives practice performanceClinical focus in Dr. Antani's practiceSleep apnea workflow and medical billing…and so much more!Resources MentionedSleep Apnea Resources:Transform Dental Sleep by Jason Tierney: https://www.amazon.com/Transform-Dental-Sleep-Step-Step/dp/B0C524116R.AADSM: https://www.aadsm.org/Email Dr. Antani: kantani@gmail.comBusiness Books:Built to Sell by John Warrillow: https://www.amazon.com/Built-Sell-Creating-Business-Without-ebook/dp/B004IYISQWThe Automatic Customer by John Warrillow: https://www.amazon.com/Automatic-Customer-Creating-Subscription-Business-ebook/dp/B00LFYXDNQThe Art of Selling Your Business by John Warrillow: https://www.amazon.com/Art-Selling-Your-Business-Strategies-ebook/dp/B08NTSFMJLSmall Giants by Bo Burlingham: https://www.amazon.com/Small-Giants-Companies-Instead-10th-Anniversary/dp/014310960XTraction by Gino Wickman: https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837The 10X Rule by Grant Cardone: https://www.amazon.com/10X-Rule-Difference-Between-Success/dp/0470627603See a demo of DI and get a $50 gift card: https://get.dentalintel.net/podcast.

In this episode of The Restaurant Boiler Room, Managing Director Rick Ormsby will be going through a sample discussion from a theoretical client who calls in to ask about selling their company. We will go through the main questions, a sample first call valuation range, and the timing and process to sell their business. This is a very common phone call that we have many times each year, so we hope you find it insightful. Stay tuned for part 2 coming soon!

Did you know? 96% of business owners are open to switching advisors right before, during, or after the sale of their business. That's a staggering stat from a recent study discussed on the Top Advisor Podcast with Scott Bushkie – highlighting both a threat and a huge opportunity for financial advisors. If you're working with business owners or want to attract more, here are three actionable takeaways from the episode: Start the Conversation Early: Don't wait for your clients approach you for a conversation about selling their business. Proactively discuss their exit plans and the value of their business before someone else does. Build a Trusted Team: Business owners expect their advisor to have a team of experts (including tax, M&A, and legal professionals) ready to help maximize their value and minimize taxes during this critical transition. Never Accept the First Offer: The study revealed that business owners almost always net a significantly higher sale price (sometimes 60–100% more) when they run a competitive sale process rather than accepting unsolicited offers. Case in Point: The Danger of Waiting Hear what happens when a trusted advisor “waits for the call” after a client sells – only to lose out on tens of millions in new assets because they weren't proactive. Or discover how partnering with experts and running a competitive sale process turned an initial $31M offer into a $51M payday for both the business owner and their advisor. Advisors: This is an immediate opportunity to be the hero your business owner clients need or risk losing them at the most pivotal moment of their financial lives. Episode Sponsor: Connect with Scott Bushkie – Cornerstone Business Services: Cornerstone Website Financial Advisor AUM Study FINISH STRONG:  Book & Workbook Scott's LinkedIn Profile Cornerstone YouTube Video Resources: RapidFire Referrals Get a copy of “The Language of Referrals” Get a copy of “Radical Relevance” Grab your copy of The Hidden Heist today! Connect With Bill Cates: BillCates@referralcoach.com Referral Coach Homepage Hire Bill for Coaching Enroll in The Cates Academy About Scott Bushkie Scott Bushkie is the Managing Partner and Founder of Cornerstone Business Services. With more than 25 years in mergers & acquisitions, Scott is a recognized leader in the lower middle market, helping business owners sell their companies, grow through acquisition, and understand the realistic value of their businesses in today's market. Over the years, Scott has successfully executed hundreds of transactions, domestically and internationally. He has the trust and respect of CPA and financial advisor alliances, investment banks, and other professional service firms within the M&A marketplace. A leading authority on lower middle market M&A, Scott's expertise is sought after by major media outlets including the New York Times, Chicago Tribune, Associated Press, CBS, and iHeart Media. The best-selling author of Finish Strong: Sell Your Business on Your Terms, he also guest authors content for numerous newspapers, magazines, and trade publications. As a keynote speaker, Scott engages diverse audiences from national organizations to regional trade groups and international delegations. He focuses on empowering business owners to maximize the single largest transaction of their life: the sale of their business. Additionally, he equips financial advisors with strategies to better serve these owners and, in turn, significantly grow their AUM. Scott is the founder and past chair of the Wisconsin chapter of Midwest Business Brokers & Intermediaries (MBBI), past chair of the International Business Broker Association (IBBA), past chair of the M&A Source, and the founding president of the Wisconsin chapter of EO. Scott has been named Fellow of IBBA, Fellow of M&A Source, and was a 2025 inductee into the IBBA Hall of Fame—in each instance the youngest person in the world to receive these prestigious lifetime designations, recognizing industry expertise and contributions to the profession. In 2018, Scott launched the Cornerstone International Alliance (CIA), providing member firms with enhanced buyer reach, access to industry experts, resources, and structured best practice sharing. In 2025, CIA had approximately 30 partner firms worldwide and facilitated the transition of $2 billion in enterprise value. Scott also partnered with a third-party research firm to produce the 2025 National Study on Selling Your Business. The first of its kind, the study provides groundbreaking research into business owner attitudes, trends, and expectations about selling their business. Scott holds designations as a Mergers & Acquisitions Master Intermediary (M&AMI), a Certified M&A Professional (CM&AP), and a Certified Business Intermediary (CBI). He is a registered representative of the broker dealer Ceiba Financial with the Series 62 & 63 securities licenses. Scott's diverse background includes entrepreneurial endeavors, management, finance, and marketing. He has operated small startups and worked with international corporations. He is a graduate of the University of Wisconsin – Whitewater. Scott and his wife Cassie live in Green Bay with their three children.

Franchise coach and business consultant Giuseppe Grammatico just returned from a family trip to Japan and he came back with far more than souvenirs. In this unscripted, reflective solo episode of the Franchise Freedom Podcast, Giuseppe shares the surprising business lessons he picked up from Tokyo to Osaka, including:

On this special episode, we bring together real conversations with founders and leaders who have built, scaled, and successfully exited their businesses. From early-stage ambition to the final signature, this episode explores what the journey actually looks like behind the scenes. You'll hear honest reflections on the realities of selling, from the pressure of due diligence and deal fatigue, to the emotional weight of stepping away from something you've spent years building. These are stories of resilience, tough decisions, timing, and the often-overlooked question: What comes next? Whether you're actively planning an exit, thinking about succession, or simply curious about what the future could look like, this episode offers valuable perspective from those who've been through it. If you found this useful, subscribe, leave a review, and share it with someone who's on their own business journey.   What The Episode Covers Why selling a business is more complex than expected The reality of due diligence and deal fatigue Managing emotions during the exit process The importance of having the right advisors around you Knowing when the time is right to exit Understanding "how much is enough" financially Building a business that operates without the founder The impact of exit on identity and personal life Choosing the right buyer, not just the highest offer Life after exit and transitioning into the next phase Chapters 00:00 – Introduction 01:10 – Brian Parker  08:20 – Jimmy & Suzie's Iced Coffee 15:48 - Anthony Woodhouse 18:59 - Lincoln New 25:32 - Declan O'Toole 42:23 - Final Reflections  

The Moneywise Radio Show and Podcast Wednesday, April 29th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Patrick Collins, Business Broker and Advisor for Collins Business  The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Patrick Collins & Collins Business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

Most entrepreneurs spend years building toward success—but very few think about what comes after it.In this episode of The $100M Entrepreneur Podcast, Brad breaks down what happens after the exit—and why so many entrepreneurs feel lost once the business no longer needs them. Whether you're planning a passive exit, financial exit, or simply building a company that can run without you, success without a plan for what's next can leave you stuck.Brad shares how to define your “next mountain” before you sell by focusing on purpose, passion, and people. He also unpacks the shift from success to significance—and why clarity around what comes next is what makes real freedom possible.Subscribe for more strategies on scaling your business, building wealth, and building a life worth living.About Brad SugarsInternationally known as one of the most influential entrepreneurs, Brad Sugars is a bestselling author, keynote speaker, and the #1 business coach in the world. Over the course of his 30-year career as an entrepreneur, Brad has become the CEO of 9+ companies and is the owner of the multimillion-dollar franchise ActionCOACH®. As a husband and father of five, Brad is equally as passionate about his family as he is about business. That's why, Brad is a strong advocate for building a business that works without you – so you can spend more time doing what really matters to you. Over the years of starting, scaling and selling many businesses, Brad has earned his fair share of scars. Being an entrepreneur is not an easy road. But if you can learn from those who have gone before you, it becomes a lot easier than going at it alone.Please click here to learn more about Brad Sugars: https://bradsugars.com/Build a Business That Gives You More Time, Money & Life: Get The $100M Playbook: https://go.bradsugars.com/100m-playbook-ebook

Selling your business today requires more than just good financial statements; you need to understand the macro forces that shift buyer behavior. Learn how to navigate shifting interest rates, the AI revolution, and political uncertainty to ensure you exit at the highest possible value. View the complete show notes for this episode. Want To Learn More?  Business Exit Plan & Strategy Checklist | A Complete Guide The Role of Family Offices in M&A M&A Basics: Building a Sellable 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.

This week's edition is the second MASHUP episode where the theme is buying and selling businesses. In the last 14+ years of doing the show, I have interviewed many people who have expertise on this topic, and so we've woven some clips from several previous episodes to answer the types of questions people might have about what goes into doing this. Here's what you'll learn: Jason Sisneros: Knowing the exit plan for your business as soon as possible; setting up your company for the best exit; what makes a buyer qualified to purchase your business. Scott Duffy: How to know whether or not you are sitting on a billion-dollar idea; how to increase the value of your company if you plan to sell it someday. Mitch McGinley: Recognizing if a deal is good or not; funding your business; using your LLC or EIN number to buy a business; buyer's due diligence; accurately pricing you business to sell; transparency with your employees about the sale of your business. Michael Streets: how to sell your business; recognizing the best time to sell your business. Lance Graulich: why franchising is a better way to wealth than a startup; funding your franchise purchase; knowing if your business is franchisable or not. You can follow and listen to the show on Apple Podcasts/iTunes, Spotify, Audible, Amazon, iHeart Radio, and at Success Profiles Radio | Live Internet Talk Radio | Best Shows Podcasts. Learn more about our guests here: Jason Sisneros: https://builttoexit.biz Scott Duffy: https://scottduffy.com Mitch McGinley: https://boutiquefitnessbroker.com Michael Streets: https://michaelstreets.com Lance Graulich: https://eyeonfranchising.com

REGISTER FOR OUR BUSINESS MASTERCLASS TODAY: https://hub.controlandcompound.com/business-masterclass-webinar-registration   There's a massive shift happening in Canada right now — and most business owners aren't ready for it.   Over the next decade, the majority of privately held businesses will change hands. But here's the problem…   Most owners: Aren't structured properly Don't qualify for major tax advantages And are WAY too dependent on themselves   Which means when it comes time to sell…   

In this episode, we sit down with Justina Gallow to talk about the real story behind selling her business, The Remedy Exchange. We dive into the identity shift that happens as entrepreneurs grow, the difference between burnout and simply evolving past a business, and the signs that it might be time to move on. Justina shares what led her to the decision to sell, the fears that almost held her back, and what the selling process actually looks like—from determining the value of the business to navigating the emotional side of letting go of something you built from the ground up. We also talk about what makes a business truly sellable, common mistakes owners make that hurt their ability to sell, and what life looks like after the deal is done. This episode is an honest conversation about growth, change, and knowing when it's time for the next chapter. Enjoy! Follow Justina on Instagram: https://www.instagram.com/justinalangone/You can follow us on Instagram @businessmusclepodcast, @elisecaira and @dr.ariel.dpt. Get your FREE Business Starter Checklist: https://www.businessmusclepodcast.com/freechecklistFIXXED: https://www.fixxedstudios.com/Sweat Fixx: https://www.sweatfixx.com/

The importance of early succession planning, cannot be overstated for business owners. Tim Staton and Byron McFarland emphasize that starting the process as soon as possible—ideally years in advance—makes a huge difference. Many owners procrastinate until their seventies, but building an exit strategy early helps you get paid properly and maximize the sale value of a business. Byron suggests a three-year lead time for a solid plan that ensures the owner gets compensated, while committing to seven years can secure the full value of a business. This proactive mindset lets owners envision life after the business, reducing delays and emotional hurdles when selling a business.   A common pitfall is overestimating your company's worth, often because owners enjoy a lifestyle funded by pre-tax dollars. Normalizing those expenses reveals the true financial picture and impacts how to evaluate value of a business. Key methods include looking at multiples of EBITDA, discounted cash flow, or comparable sales—far beyond just the book value of a business or simple asset tallies. Owners often hear "four times EBITDA" as a benchmark, which might be the ceiling for smaller businesses relying heavily on bank financing. Larger buyers, like private equity firms, can offer higher multiples (six to eight times EBITDA) due to their capital structure.   When considering exit options, owners typically have three paths: selling to a management team (internal buyout), to an external buyer (strategic, financial, or owner-operator), or via an Employee Stock Ownership Plan (ESOP). Selling to management demands heavy preparation to create "bankable buyers"—employees with an ownership mindset, strong emotional intelligence, and the ability to handle stress, personal guarantees, and risks like pledging assets. These buyers must be groomed in finance, risk management, and HR to qualify for buying a business loan, often through SBA-backed options or bank financing in phased transactions. External buyers frequently pay premium multiples because they inject more equity. ESOPs provide timing flexibility but add complexity.   Buying and selling a business involves significant risks on both sides. For owners, risks of business ownership extend into the exit phase, including financial exposure from personal guarantees and the emotional toll of letting go—founders often tie their identity so deeply to the company that they experience breakdowns or last-minute "red zone fumbles," finding excuses to back out even when the deal benefits them financially. Potential internal buyers may walk away once they fully understand these commitments.   To minimize risks and boost the sale value, engage key employees early. Share your vision for the company's future to foster loyalty and prevent talent loss (as in cases where key staff departed after a surprise sale announcement, slashing the price by 25%). Make employees "heroes" in due diligence by highlighting their expertise—this lowers buyer-perceived risk and can increase the final price. Discuss aspirations with your team to align goals and build buy-in.   The steps to selling a business generally include early valuation, cleaning up financials, assembling a deal team (brokers, advisors, attorneys), identifying buyers, negotiating terms, and handling due diligence and closing. Preparation is key—whether selling a business near me locally or to a broader market, thorough planning ensures a smoother transition.   In this episode, Byron McFarland dives deep into the nuances of business succession planning, stressing preparation, creating bankable successors, and addressing the financial and emotional challenges of when selling a business. He reminds us that people are at the heart of any organization—understanding their needs and risks is essential for a successful exit and long-term value.   Connect with Byron Website: https://www.themcfarlandgroup.com/ LinkedIn: www.linkedIn.com/in/byronkmcfarland Website: https://thebankablebuyer.com/     Connect With Tim Website: timstatingtheobvious.com Facebook: https://www.facebook.com/timstatingtheobvious YouTube: https://www.youtube.com/channel/UCHfDcITKUdniO8R3RP0lvdw Instagram: @TimStating TikTok: @timstatingtheobvious LinkedIn: https://www.linkedin.com/in/tim-staton-04b41a271/ SKOOL Community: https://www.skool.com/timstatingtheobvious-9537/about?ref=de9c7e65d8ba4eeabc1a8eea413c125b

Jonathan Bennett shares what business owners often don't anticipate: selling can feel like letting go of a big part of your identity. He talks about the grief-like emotional curve, what can go wrong when founders don't fully “let go,” and why taking intentional time after a sale can help avoid rebound decisions and set up a healthier next chapter. Connect with Jonathan on LinkedIn.

Send a textDon't forget to ask Eric about the FREE lease analysis, valued at $1,500.00.Guest:Eric Pook, President of Cirrus Consulting GroupEric Pook - LinkedIn: https://www.linkedin.com/in/eric-pook-6379431/647-789-3255Cirrus Consulting GroupWebsite: https://www.cirrusconsultinggroup.com/email: info@cirrusconsultinggroup.comLinkedIn: https://www.linkedin.com/company/cirrus-consulting-group/X / Twitter: https://x.com/CirrusGroupFacebook: https://www.facebook.com/cirrusconsultingInstagram: https://www.instagram.com/cirruscg/YouTube: http://www.youtube.com/user/CirrusCGBob Piercy - host- phone - 780-965-2232- email - co.travelpodcast@gmail.com- LinkedIn - https://www.linkedin.com/in/robertpiercy/- Website - https://robertpiercy.com- Facebook - https://www.facebook.com/BobPiercyCoTravelPocast - Professional Practice Sales: Dental Office Valuations & Brokerage - https://www.ppsales.com/

It's crazy when you think about it, but less than 1% of entrepreneurs ever sell their companies. Even fewer do it intentionally, strategically, and on their terms. If you're building a business without preparing for a future exit, you may be leaving millions on the table or worse, creating a company that can't function without you.Stephen Scoggins knows this firsthand. He is a speaker, author, and host of the Build podcast who created multiple companies — including one that grew to nine figures in annual revenue and successfully exited in 2023. But his story isn't just about a financial win. It's about faith, leadership, identity, and learning how to structure a business so it can scale beyond you and create meaning and purpose in your life.You'll hear what Stephen believes most entrepreneurs get wrong about selling their business, and the tax strategies he's now implementing after a massive liquidity event. We also dive deep into his journey from sleeping in his car to building companies that employ hundreds — and how faith shaped every turning point along the way.In this episode, you'll learn: ✅ Why most entrepreneurs wait too long to prepare their business for sale and what Stephen recommends for runway time prior to an exit.✅ How quality of earnings can dramatically impact your final valuation and why buyers use it to justify lowering your multiple.✅ The difference between asset sales versus stock sales and why an F reorganization can have a dramatic impact on value.Show Notes: LifestyleInvestor.com/281Tax 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.

A massive wave of small business owners are preparing to retire — and many are not ready for what comes next. In this episode of The C-Suite Mentor Podcast, Theresa Cantley sits down with business broker Jay Calandra to unpack what the "Silver Tsunami" means for Main Street businesses, why so many exits fail in due diligence, and how owners can dramatically increase the value of their business before selling. From succession planning and operational readiness to the emotional impact of leaving a business behind, Jay shares firsthand insights from both sides of the table — as a former Main Street business owner who sold his own company and now helps others navigate exits. Together, Theresa and Jay explore how leaders can prepare their business years in advance, protect their legacy, and avoid the costly mistakes that derail deals at the finish line.     Things to Listen For: • Why millions of small business owners are approaching retirement at the same time [4:30] • The biggest gap between what owners think their business is worth vs. what buyers will pay [8:45] • Why businesses that can't run without the owner are harder to sell [13:20] • The role of clean financials and documentation in successful exits [18:10] • How due diligence fatigue kills deals before closing [23:40] • The emotional reality of selling a business no one prepares owners for [29:15] • Why legacy preservation is often lost in modern acquisitions [33:50] • The hidden identity shift that happens after selling your business [38:20] • How to start exit planning years before you're "ready" [42:10]     BOOK A C-SUITE SNAPSHOT: If you're ready to uncover where your business is breaking down and create a clear plan for the next 60–90 days, book a C-Suite Snapshot. Together we'll identify what's not working, what needs to change, and where the biggest opportunities for momentum exist. https://theresacantley.com/business-audit     BOOK A COFFEE CHAT: Want to talk through where you're stuck or what's shifting inside your business? Book a free virtual coffee chat and let's explore what support you need to lead with more confidence, clarity, and alignment. https://meetwiththeresa.as.me/virtualcoffee     Shownotes In this episode, Theresa Cantley welcomes business broker and former Main Street business owner Jay Calandra for a powerful conversation about preparing for business exit, legacy, and leadership transitions.     The Silver Tsunami and the Future of Main Street Theresa and Jay explore the massive wave of business owners approaching retirement and why so many Main Street businesses are unprepared for transition, sale, or succession.     Why Most Business Owners Overestimate Their Exit Value Jay explains the disconnect between perceived business value and market reality — and how poor preparation, emotional attachment, and unclear financials create painful surprises at sale time.     Building a Sellable Business (Not Just a Profitable One) The conversation unpacks what actually makes a business attractive to buyers: operational independence from the owner, documented processes, strong leadership structure, and repeatable systems.     Due Diligence: Where Deals Go to Die Jay shares how deals often fall apart during due diligence due to incomplete financials, hidden liabilities, or owner fatigue — and why preparation years in advance dramatically increases success rates.     Clean Financials, Clean Exits The importance of accurate books, professional accounting, and transparency is highlighted as a non-negotiable foundation for any successful exit strategy.     Preserving Legacy in a Changing Business Landscape Theresa and Jay discuss the emotional weight of selling a business, fears around legacy destruction, and the reality that new owners may not share the same values as founders.     The Emotional Transition No One Warns You About Jay reflects on the identity shift that occurs after selling a business — the loss of daily purpose, relationships, and routine — and why leaders must plan for what comes after the exit, not just the transaction itself.     Planning Your Exit Years in Advance This episode reinforces why exit planning should begin 3+ years before selling, allowing time to strengthen leadership, document processes, stabilize financials, and prepare emotionally for the transition.     Final Leadership Reflection Selling a business isn't just a financial transaction — it's a personal transformation. True leadership means preparing your company to thrive without you while also preparing yourself for who you will become next.  

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment For many business owners, the company isn't just work; it's the retirement plan. No 401(k). No diversified portfolio. Just years of sweat equity tied up in one asset. So, what happens when you finally sell? Phil explains what really happens during a business sale and tackles an even bigger question: once the check clears, how do you turn that lump sum into sustainable retirement income? Here's some of what we discuss in this episode:

What does it take to build a business you love — and then sell it without losing its soul? In this episode, Mitch McGinley shares his expert perspective on scaling, valuing, and exiting a business with both profit and purpose in mind. A former yoga studio owner turned sales advisor, Mitch understands firsthand the emotional and financial complexities of stepping away from a company you've built from the ground up. Through his firm, Boutique Fitness Broker, he helps studio owners structure, position, and successfully sell their businesses while protecting their legacy, community, and mission. In this conversation, we explore: ·       Why exceptional customer service matters even in the business broker world ·       The most common mistakes boutique fitness owners make when exiting ·       Misconceptions about brokers, valuation, and the sales process ·       How to preserve culture and community during a transition From pricing strategy and EBITDA calculations to finding the right buyer and navigating due diligence, Mitch brings clarity to what can otherwise feel overwhelming. His approach is strategic, transparent, and deeply personal — designed to help founders exit confidently and thrive in their next chapter. To learn more or begin your exit planning, visit BoutiqueFitnessBroker.com. Episode also available on Apple Podcasts: https://apple.co/38oMlMr  Keep up with Mitch McGinley socials here: Instagram: https://www.instagram.com/boutiquefitnessbroker/  Facebook: https://www.facebook.com/boutiquefitnessbroker/ 

Welcome to The Exited Founder Podcast, a production of Exitwise!This show is built on one simple idea: founders helping founders. Every episode features a successful Exited Founder who has been through the highs, the lows, and the life-changing moment of selling their business, and is now paying it forward by sharing everything they learned along the way.You'll hear first-hand exit stories from founders across dozens of industries, what they wish they did differently during the M&A process, their takes on current trends, and how they're using their experience to help the next generation of business owners navigate their exit strategy and maximize the value of their company.Every guest is an Exited Founder who now works as an M&A advisor with Exitwise, bringing deep industry expertise and real networks to help founders like you get the exit you deserve. Whether you're thinking about selling your business, preparing for an acquisition, or just starting to explore what an exit could look like, this podcast is for you.Meet our incredible experts and explore the Exited Founder Marketplace at exitwise.com/exited-foundersListen wherever you get your podcasts.

What really happens when you sell your business? In this episode of Shed and Shine, Gino Wickman and Rob Dube unpack the emotional and spiritual journey beyond the exit, when achievement gives way to emptiness and purpose must be rediscovered.Gino shares his personal experience with selling EOS Worldwide and the patterns he has seen in other entrepreneurs: depression, identity loss, and the urgent need to prepare your next chapter before you close the deal. Rob reflects on his own missteps after his first sale, learning hard lessons about fulfillment, ego, and meaning.Together, they explore how to “sell well,” honor your team, and reconnect with your True Self beyond business success. Chapters00:00 – When achievement doesn't fill the hole00:34 – Introducing “Beyond the Exit”02:29 – The depression that follows selling03:36 – Deciding whether to stay or move on04:33 – Rob's painful post-sale experience06:33 – The team's emotional impact07:15 – Knowing your purpose before selling08:08 – The emptiness at the top09:00 – How Gino shared his decision with his team10:34 – Going inside: shedding identity and ego12:30 – The eight reasons to sell13:33 – Finding the right buyer13:57 – Should team members ask about selling?14:42 – Transparency, resentment, and opportunity15:49 – Life after the exit and new purpose ABOUT THE 10 DISCIPLINESThe 10 Disciplines, founded by Gino Wickman and Rob Dube, is on a mission to help one million entrepreneurs realize it's possible to be driven and have peace while making a bigger impact. We want to help you shed the barriers and layers that prevent you from creating the balance between impact and peace, and your True Self. Are you ready to be fully yourself, without the burnout? This space is for driven leaders ready to stop chasing and start aligning. If you're done hiding behind hustle, achievement, and expectations… and you're ready to reconnect with who you really are, you're in the right place. CONNECT WITH US❤️ https://www.instagram.com/the10disciplines❤️ https://www.linkedin.com/company/the10disciplines/ MORE RESOURCES TO HELP YOUR INNER WORLD JOURNEY❤️ https://the10disciplines.com/blog❤️ https://www.shedandshinepodcast.com ⭐️ https://the10disciplines.com/shine

What does it really feel like when you decide to sell and the process officially begins?In this Sell-Side Master Class episode, we walk through month zero and the first 30 days of a sell-side process: the pre-market foundation, the time commitment, and the “transfer” that has to happen so an advisor can speak like they're part of your team. We cover the core information you'll be asked to assemble (financials, customer data, employee data, forecasting, go-to-market materials), plus the practical reality that founders often need to keep the circle tight to avoid data leakage internally.We also explain the role of the three key documents that drive early-stage buyer movement:Teaser (anonymous, broad interest)Confidential Information Memorandum (CIM) (post-NDA, full story)Financial packet / data room (deeper dive, typically after qualification)Finally, we talk through a critical leadership question that often evolves during the process: are you selling in or selling out? And we close with a simple reminder: preparation equals leverage because speed and clarity protect value. Other Episodes in this SeriesPart 1. Knowing When It's Time to Sell: Listen now >>Part 2. Get Your House in Order: Listen now >>Part 3. Valuation Drivers: Listen now >>Part 4. What is my Take Home? Listen now >>Part 5. It Takes a Village. Listen now >> Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

An employer stock option plan can be a valuable company benefit as a compliment to your employees' retirement savings, but it can also be a powerful tool to facilitate a business owner's exit strategy. Nathan discusses the ins and outs of ESOPs, who they may be appropriate for, and why an employer may choose sell their company to their employees rather than on the open market. Also, on our MoneyTalk Moment in Financial History, Nathan and Daniel take us through the complicated legacy of one of the Industrial Revolution's greatest contributors, Henry Ford. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Special Guest: Daniel Sowa; Air Date: 1/14/2026. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

From a council estate in Oxford to a £100 million exit by age 37. Andrew Hulbert's journey isn't a polished Silicon Valley success story—it's raw, real, and packed with hard-won lessons about what actually matters when you're building something from nothing.In this episode, Andrew breaks down the decade-long grind of scaling Pareto from his bedroom to a 500-person, £50 million turnover business serving the world's biggest tech companies. He shares why balance is bollocks when you're building, why bright yellow McLarens don't buy happiness, why you should retire early if you can, and how a council estate upbringing gave him the hunger and community mindset that fueled everything. This is a masterclass in bootstrapping, knowing when to go all-in, and actually achieving the goal you set out to hit.What you'll learn:

What we coverEnterprise value vs. net proceeds: why the headline number isn't the check you cashThe biggest “below-the-line” items that reduce proceeds:Taxes (often the largest bite)Debt payoff in cash-free, debt-free dealsWorking capital targets and true-upsProfessional fees (M&A, legal, tax, accounting/QoE)Timing vs. reduction: how escrow/holdbacks and seller notes can delay (not always reduce) proceedsReps & warranties: why buyers want protection, and the two common ways to structure it (escrow vs. RWI)QoE + diligence: how add-backs get challenged, how deals get “retraded,” and how to defend your EBITDAThe recurring theme: start early—prep with M&A, tax, and legal advisors before you're in a live deal Listener takeawayIf you want confidence in your outcome, don't just ask “What's my valuation?” Ask “What's my take-home, when do I receive it, and what could reduce it?” Other Episodes in this SeriesEpisode 1: Knowing When It Is Time to Sell. Listen now >>Episode 2: Get Your House in Order. Listen now >>Episode 3: Valuation Drivers. Listen now >> Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

Selling a business is one of the biggest financial decisions an owner will ever make, and the right preparation can shape both the outcome and the next chapter of life. In this episode, Larry Heller, CFP®, CDFA®, speaks with Gregg Schor, CEO of Protegrity Advisors, about what business owners need to understand before entering the mergers and acquisitions process. Gregg shares practical, experience-based insights into how different buyer types approach transactions and how sellers can position themselves well ahead of a sale to improve both financial and non-financial outcomes. Together, they walk through the typical Mergers & Acquisitions timeline and key decision points business owners should be prepared to navigate from early planning through closing. Gregg discusses: The different types of buyers in today's market, including strategic buyers, private equity firms, and family offices How seller goals influence deal structure, timing, and buyer fit The role of cash at closing, earnouts, and rollover equity in a transaction Why the best time to consider selling is often when the business is performing well What preparation really looks like, from financials and contracts to reducing owner dependency How the M&A process typically unfolds, from early planning through closing And more Connect with Gregg Schor: Protegrity Advisors LinkedIn: Gregg Schor gschor@protegrityadvisors.om (631) 285-3172 Connect with Larry Heller:  (631) 248-3600 Schedule a 20-Minute Call Heller Wealth Management LinkedIn: Larry Heller, CFP®, CDFA®, CPA YouTube: Retirement Unlocked with Larry Heller, CFP® About Our Guest: Gregg Schor is the CEO of Protegrity Advisors and has over 25 years of experience managing mergers and acquisitions, corporate development, legal, and human resources for companies of all sizes in a wide range of industries. He has previously held senior management positions at companies that have been acquired by IBM, Microsoft, and EMC, including Deputy and General Counsel, Senior Vice President of Corporate Development, Senior Vice President of Human Resources, and Director of European Operations. As a result, he brings a very unique perspective to Protegrity clients, having been on all sides of M&A transactions and in a variety of roles. Over the years, he has developed an extensive network of national and international relationships with public and private companies, private equity firms, family offices, search funds, and serial entrepreneurs, looking for businesses to acquire. He is on the boards of the Exit Planning Institute and the Alliance of Merger & Acquisition Advisors, and is a member of the Exit Planning Exchange (Long Island Chapters). Gregg received a J.D. from St. John's University School of Law and a Diploma on International and Comparative Law for study in Russia and Poland from the University of San Diego School of Law. He also completed the Mergers and Acquisitions Executive Education Program at the Wharton School of the University of Pennsylvania and the Certificate Program in Family Business Leadership and Governance from Cornell University.

Luigi couldn't make it to the mic this time… but don't worry, we had a special guest fresh off his sleigh: Santa Claus. That's right. After delivering toys across the globe, Santa himself dropped by to join Matt and help break down the Top 10 most-listened-to episodes of 2025. What's stuffed in the stocking: How to protect your brand from copycats Why profit isn't just about more revenue The emotional side of being a founder (and why that's normal) The secret weapon difference between a CPA and a CFO And the tax strategy that legally makes five-figure bills disappear   Ready to dive deeper into one of the episodes mentioned? We've got you covered: Ep 221: Navigating E-Commerce's New Challenges with Eric Youngstrom Ep 217: Building a Startup Is Ugly. Here's What Happens Behind the Scenes with Sahil Patel Ep 222: How to Own Your Idea: IP Moves That Actually Work with Austin Bonderer Ep 206: Bourbon, Branding & The Business of Food with Alex Sadowsky Ep 223: From Paperwork to Purpose: Launching a Nonprofit the Right Way with Missy Mastel Ep 205: Plan Like a Navy Commander, Win Like an Entrepreneur with Commander Mary Kelly Ep 228: Selling Your Business? Don't Get Screwed (Financially or Existentially) with Eric Brotman Ep 207: CPA vs CFO: Are You Trusting the Wrong Financial Expert with Teresa Wagonseller Ep 225: How to Turn What You Know Into What You Sell with Stephene Marinaro Ep 208: How This CPA Turned Storage Sheds Into Tax-Free Wealth with Sean Graham   As Santa said, no one made the naughty list this year, but these guests?  They brought the

In this episode of Money Tales, our guest is Lindsay Pinchuk. When Lindsay Pinchuk sold her company, everyone assumed she had become a multimillionaire. The truth was far more complicated, and for years she wasn't allowed to say so. A former ad sales executive turned accidental founder, Lindsay built a national community for new parents. She ultimately sold her business under conditions that looked very different from the outside. Lindsay opens up about the unseen money realities behind entrepreneurship, selling a company, and charting a new path helping other founders. Lindsay is an award-winning entrepreneur, consultant, and small business mentor who's among the less than 1% of female founders to successfully lead her company through an acquisition. She built her first company, Bump Club and Beyond, from just $500 into a 7-figure brand with partnerships that included Target, Nordstrom, Huggies, and Unilever, reaching over 3 million people every month before selling the business to a large agency holding company. Today, Lindsay is the founder of Dear FoundHer…, a top 1.5% podcast and community supporting women business owners over 40. Through her podcast, newsletter, mentorship program, and her signature SWEEP framework, she helps entrepreneurs simplify their marketing, grow their businesses, and build long-term success. When It's Time to Sell Selling a company can be a defining moment, but the real impact often unfolds long after the deal closes. As Lindsay shares, the assumptions others make don't always reflect the reality founders face. If you're approaching a potential sale or reflecting on what an exit could mean for your future, connect with an Aspiriant advisor to explore your options with clarity and intention. Follow Money Tales on Spotify, Apple Podcasts, or YouTube Music for more thoughtful perspectives on money, mindset, and major life decisions.

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 -- Are you running your business, or is it running you? In this episode, we sit down with Alexis Sikorsky, co-founder of Nightscale, who reveals the brutal truth about the "Grind" and the specific strategies he used to exit his banking software company for a massive multiple. If you are a founder stuck at the $5M–$10M revenue plateau, this episode is a masterclass in cashing out. Alexis breaks down the "$50 Million Mistake", a calculation of the money and time he lost by not knowing the secrets of Private Equity earlier, and how you can avoid it. What You'll Learn: The "Fish and Chip" Trap: How Private Equity firms lure founders with high valuations only to chip away at the price during due diligence—and how to stop them. Nominal EBITDA vs. EBITDA: The financial metric that matters more than your bottom line. Learn how "dressing the bride" and identifying add-backs can instantly increase your valuation. The Magic Number: Why a $40M valuation is the specific target for a lifestyle where you never have to touch your capital again. The Due Diligence Reverse Card: How to investigate a PE firm by calling the founders they don't want you to talk to. Escaping the Operator Trap: Why you need to fire yourself from day-to-day operations to make your company sellable. -- Alexis Sikorsky is a seasoned entrepreneur, strategic advisor, and #1 international best-selling author who helps founders and SMEs scale with confidence, make smarter strategic decisions, and prepare for long-term growth and successful exits. Over his career, he has founded, scaled, and led multiple companies, including building and selling a software business to private equity in a nine-figure transaction. He is the founder of Sikorsky Consulting Ltd. and a co-founder of KnightScale Partners, where he works closely with founders as a true operator partner, providing experienced, founder-to-founder guidance on scaling, leadership, and value creation. Holding an EMBA from Oxford University, Alexis blends real-world entrepreneurial experience with strategic insight to help business owners future-proof their companies and navigate critical inflection points. Website - https://www.knightscalepartners.com/ LinkedIn - https://www.linkedin.com/in/alexis-sikorsky-consulting/ -- Time Stamps: (01:11) Surviving the 2008 crash: Losing 75% of revenue overnight. (03:46) The "Unbelievable" Offer: Selling for 11x EBITDA based on a future plan. (06:00) Calculating the $50 Million / 5-Year Mistake. (08:59) When is the right time to sell? (The mathematics of the exit). (14:00) Red Flags: Detecting the "Fish and Chip" strategy. (20:30) How to boost valuation using Nominal EBITDA and non-recurring costs. (27:30) Why you should do M&A earlier than you think. -- 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/

Don't miss the boat on massive tax savings when you sell your company—most business owners wait too long and pay millions more than they should. Discover a powerful, decades-old strategy to legally defer nearly all your capital gains taxes and secure a lifelong income stream after your business exit. Learn when to act and exactly which experts to assemble for your winning exit planning team. View the complete show notes for this episode. Want To Learn More?  Allocation of Purchase Price & Taxes When Selling a Business Can you sell your business and pay $0 in federal income tax? Why You Need To Think About Taxes Early 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.

Have questions? Send me a text hereWhile there's plenty of advice on buying real estate and businesses, few experts talk about how to sell them.  Planning your exit is just as important as planning your entry—whether you're dealing with property, a business, or even a career.  If you own, or are thinking of investing in real estate or a business the best time to start planning your exit is now, even if you think you never want to sell.  Listen to this episode for more on this important topic.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.

Thinking about selling your business? Learn what buyers really want and how to protect your company's value, culture, and legacy in this eye-opening conversation with John Petrov and Peter Mistretta of Knight Investment Group.

Selling a family business is a unique challenge that can present unexpected hurdles. This episode reveals the complexities you'll face and gives you actionable advice on how to handle them. You'll learn how to navigate family disagreements, plan for your legacy, and prepare for a successful sale that satisfies all involved. View the complete show notes for this episode. Want To Learn More? Business Exit Plan & Strategy Checklist | A Complete Guide Tips on Preparing Your Business for Sale Selling a Business: A High-Level 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.

When founders set out to sell their business, many underestimate how important it is to choose the right investment bank, and how costly it can be to get it wrong. In this episode, managing directors Mike Lyon and Miles Lacey break down what founders should and shouldn't do when evaluating banks, negotiating fees, and determining the best time to hire, so you can run a competitive process and achieve a better outcome.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.

Don't let integration problems shrink your payout. This episode guide you through merger integration, revealing how preparing before closing is the secret to a smooth, profitable exit. Learn to proactively shape the transition, de-risk the deal for buyers, and ensure your team stays focused to maximize your sale value. View the complete show notes for this episode. Want To Learn More? The M&A Training & Transition Period M&A Guide | The 4 Types of Buyers of Businesses Informing & Retaining Employees 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.

After the Exit: The Hard Truths No One Tells You (with Steven Cohen) This is Part 3 of our “Selling Your Business” series. Luke sits back down with Steven Cohen (former owner of BCLS) to talk about the side of selling no one prepares you for—the identity shift, the culture shock, and how to take care of your people when the deal closes. We dig into private equity vs. private sales, “cash out” vs. rolling equity, and what it really feels like to go from owner to employee. Stephen shares practical ways to plan your next chapter, manage the emotional whiplash, and leave a legacy your team respects. In this episode Post-sale “postmortem”: what actually changes the day after you sellOwner → employee: control, decision rights, and how to keep your sanityRolling equity vs. taking cash: aligning operations with financial outcomesTaking care of key employees: offers, transitions, and dignified exitsFreedom without a paycheck: financial planning and purpose after the dealBuilding your next chapter: hobbies, new ventures, and reclaiming momentumDue diligence vs. aftermath: why the emotional work starts after closing Takeaways Decide upfront: “Get paid and get out” or “stay and play”—then commit.Separate operational disagreements from financial goals if you roll equity.Protect your people in negotiations; how you exit becomes your legacy.Plan your first 90–180 days post-sale (rest, projects, experiments).Replace the weekly paycheck with a purpose and a clear personal runway. Guest: Steven Cohen — industry veteran, former owner of BCLS Mentioned: Project EverGreen (volunteer opportunities that build community and relationships) Subscribe to The Green Dream on Turfs Up Radio and share this episode with an owner who's considering an exit.

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

Nick is proud to announce his new book, "Exit For Millions: The Private Equity Blueprint for Scaling and Selling Your Business for Maximum Value," which aims to level the playing field for founders when dealing with sophisticated buyers.  He shares the importance of taking time off to practice what he preaches about freedom and optionality and details the book's core focus: the "Scale to Sale™️" methodology with five pillars designed to transform a company into an investor-grade asset, ensuring founders achieve significant, generation-defining wealth and financial independence upon exit. KEY TAKEAWAYS Significant, generational wealth is created at the exit of a business, not just through operations, which requires shifting one's identity from operator to owner to be the "prize" and not the "prey". The Scale to Sale™️ methodology has five pillars: establish a clear end game; strengthen the foundations (remove complexity and risk); scale fast and expand value (accelerate growth); prepare and profit up (maximize valuation); and exit for the highest multiple. Buyers pay for proof, predictability, systems, and sustainable business models—not for potential alone. The goal is to build a predictable, repeatable, and sustainable business. Focusing on three core value levers—organic growth, strategic growth (e.g., debt/equity and partnerships), and multiple expansion (building the business to drive transfer value)—will give the highest bump in a company's valuation. BEST MOMENTS "If you can't build a business that works for you, you end up in a bit of a prison, right? So, you know, I like to be able to practice what I preach". "My mission here is to help founders, to help business owners transform their company into an investor-grade asset, something that an investor would see as valuable". "The core piece of what I'm trying to get across, is that point of optionality. So, even if selling is not where you're at right now, but you want to reverse engineer from a potential event like that in the future, then everything in the book is geared around that outcome". "They don't pay for potential. And people kind of think it's about what the business can become. Yes, it is, but it's about showing what the business can become with proof of what it has been". VALUABLE RESOURCES To get your copy of Nick's new book, go to https://nick-e4m.scoreapp.com/ Exit Your Business For Millions - Download This Guide: ⁠go.highvalueexit.com/opt-in ⁠ Nick's LinkedIn: ⁠https://www.linkedin.com/in/realnickbradley/ Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies. He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value business towards life-changing exits. This Podcast has been brought to you by Disruptive Media. ⁠https://disruptivemedia.co.uk/

What if "retirement" is a trap, and what you really want is to graduate into something bigger? In this episode, Matt and Lou sit down with Eric Brotman, CEO of BFG Financial Advisors, to blow up old ideas about retirement, wealth, and what business owners should actually be doing today so they're ready for the future (whatever that looks like). Eric shares his start‑up origin story, explains how to grow a financial advisory firm that actually serves clients well, and gives a roadmap to exit planning that doesn't leave you miserable. What you'll learn in this episode: How Eric built BFG from one full‑time + one part‑time employee into a firm managing nearly $1B across 37 states, without selling out. (Startup → scale) Why “retirement” is obsolete: Eric argues business owners should think about graduating instead. Generational money attitudes: how Millennials are wired for the side hustle; Gen Z hates being sold to, they want advice. The importance of accountability, behavior, and psychology (not just numbers) in financial planning. Exit planning is not just about selling high. It's about knowing your number, building your team, and preparing your life after the deal. How tying nearly all your wealth to your business is risky. Diversification isn't just for Wall Street folks. The internal structure: salaried advisors, two advisors per client, young talent & apprenticeships. A firm built for sustainability, not churning.   Favorite Quote: “The business is… sometimes their only asset. And you are immediately under-diversified if 70 or 80 or 90% of your net worth is tied up in your business.”   Who is Eric? Eric D. Brotman is the founder & CEO of BFG Financial Advisors. He bootstrapped the firm over 20 years ago and now leads a wealth‑management & financial planning business with clients in dozens of states. He's the author of Don't Retire… Graduate!, and builds financial advice around people, not just numbers.   Why you should listen: Don't wait until you have to plan your exit. Hit play now to get strategies that move you from “just working” to building wealth you can use,  and a legacy you'll be proud of. If you own a business, this episode might save you years of regret (and dollars).   Connect with Eric: Website: https://bfgfa.com LinkedIn: https://www.linkedin.com/in/ebrotman Facebook (Don't Retire, Graduate!): https://www.facebook.com/DontRetireGraduate Phone: +1 (410) 252-4555  

When a private equity firm buys your business, what happens if they don't want to sell it before their fund ends? This episode dives into continuation vehicles, a tool firms can use to extend their ownership of your company. We'll explore how firms might use this vehicle and how it could affect your post-sale life and earnout. View the complete show notes for this episode. Want To Learn More? M&A Guide | The 4 Types of Buyers of Businesses What Returns Do Private Equity Firms Really Generate? Deal Killers and Deal Makers: A Private Equity Perspective 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.

If you're thinking about selling your business, you might attract an independent sponsor, a specialized buyer that operates differently from traditional private equity firms. This episode explores how independent sponsors operate, their deal structuring approach, and what they seek in a potential acquisition. Listen to this episode to learn if independent sponsors are a good buyer for you, or if you should target more traditional buyer types. View the complete show notes for this episode. Want To Learn More? The Basics of Independent (Fundless) Sponsors in M&A M&A Guide | The 4 Types of Buyers of Businesses Earnouts When Selling or Buying a Business | 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.

This special episode of The Root of All Success is different—because this time, I'm the guest. I had the honor of joining Christian Maurer on the Successful Spiritualpreneur Podcast for a deep conversation about what it really means to live with faith, purpose, and freedom as an entrepreneur. For those who don't know my backstory, I didn't start as an entrepreneur. I was a schoolteacher who got pushed out of the profession I thought I'd spend my whole life in. That painful exit opened the door to my entrepreneurial journey—and eventually to building a company that did $2.3 million in revenue within its first year. In this episode, we cover: ✨ Faith and Entrepreneurship – why spiritual alignment matters in business more than strategy alone

Did you know that a tax benefit, the Qualified Small Business Stock (QSBS) tax exclusion, can save you millions? Discover how properly structuring your company from the start can lead to a tax-free sale of your C Corporation, potentially saving you millions. You'll learn the crucial steps to take now to prepare for a successful and highly profitable exit later. View the complete show notes for this episode. Want To Learn More? Allocation of Purchase Price & Taxes When Selling a Business Business Exit Plan & Strategy Checklist | A Complete Guide Why You Need to Consider Taxes Before Selling Your Business Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Looking to supercharge your business and unlock its full potential? This episode reveals how growth equity can be the key to rapid expansion, even if you don't think you need the capital. Discover the strategic reasons why a growth equity investment can lead to a more lucrative exit in a shorter timeframe, and learn how to prepare your company for a successful partnership that fuels your future. View the complete show notes for this episode. Want To Learn More? Selling Your Company to a Private Equity Firm vs. a Family Office The Benefits of Selling Your Company to a Family Office The Role of Family Offices in M&A 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.

Jason Sisneros is a battle-tested CEO and business strategist known as The Architect for his unique ability to systemize, scale, and turn around companies for maximum cash flow or exit. He's worked with Fortune 500 giants like Nike, Comcast, and Microsoft, and has led the successful turnaround of over 100 small to mid-cap companies. Renowned for his leadership expertise, Jason has delivered over 3,000 presentations and was a top speaker for Tony Robbins. His entrepreneurial journey wasn't without setbacks—Jason lost three businesses and filed for bankruptcy. Instead of quitting, he spent six years learning directly from the world's top business minds, filling notebooks with proven systems and strategies. He applied that knowledge to rescue a failing cleaning business, turning it into a multi-million dollar exit using what would become the B2X System. That single turnaround sparked a 20-year career helping entrepreneurs build scalable, sellable companies. With decades of experience, dozens of personal exits, and countless consulting wins, Jason now offers the B2X System—a complete operating blueprint for entrepreneurs ready to scale and succeed. During the show we discussed:  Why businesses fail to scale — and how B2X fixes it The four pillars of the B2X Approach Shifting from operator to owner Why books and coaches aren't enough Culture's impact on valuation and scale Building systems that run without you Custom-tailored vs. generic exits When to start exit planning Biggest mistakes when selling a business How B2X attracts buyers and investors What a strong exit team looks like The value of recurring revenue and retention Key financial metrics buyers want Real business turnarounds with B2X   Resources: https://builttoexit.biz

One of the biggest mistakes you can make when selling your business is not negotiating the letter of intent (LOI). Join M&A Attorneys Mital Makadia and David Siegel while we discuss your negotiating leverage, common mistakes, and problematic clauses in the LOI. View the complete show notes for this episode. Want To Learn More? M&A Basics | The Letter of Intent Negotiating the Letter of Intent The Role of M&A Lawyers When Selling Your Business Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

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.

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.

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.