Podcasts about selling your business

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

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)

Join me in the latest Dog Gone Positive Way episode as I interview Toni Shelaske. In part 3 of our interview, we discuss what it is like being an entrepreneur in the pet industry, knowing when to sell your business, and whether trade shows are worth it. She is the founder and former owner of Healthy Products, Pittsburgh's premier natural pet supply retailer. After successfully growing and selling the business after 16 years, she's now focused on sharing her expertise in entrepreneurship, pet wellness, business growth, and continuing her podcast, ⁠⁠Toni Unleashed⁠⁠. Toni's journey is full of valuable takeaways for aspiring business owners, pet lovers, and anyone interested in building a purpose-driven brand.#SmallBusiness #Petco #PetSmart #podcast #Dog #Puppy You can find her on FB @toniunleashed, IG @toni.unleashed and on her website www.toniunleashed.com/

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)

Overview: Join hosts Amy and James in this episode of the SMB Community Podcast as they delve into the best practices for selling your Managed Service Provider (MSP) business. Learn about the emotional and financial facets of selling an MSP, the importance of having a clear exit strategy, and ensuring a good fit with potential buyers. The hosts also discuss the recent technical issues with Zoom and Spotify and provide insights into Microsoft break glass accounts. Stay updated with the latest on the antitrust cases involving Meta and Google. Additionally, James shares information about upcoming events and seminars that focus on mergers and acquisitions, AI, cybersecurity, and cloud. Don't miss out on this informative and engaging episode! --- Chapter Markers: 00:00 Introduction  01:46 Question of the Week: WWhen is the best time to sell your business? 10:06 Zoom Outage and Tech Troubles 13:32 Microsoft Break Glass Accounts 16:34 Meta and Google Antitrust Issues 22:21 Personal Stories and Upcoming Events 26:37 Conclusion and Farewell --- New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI --- Sponsor Memo: Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6). If you are interested in either buying, selling, or valuation information, please reach out. There is alot of activity and you can be a part of it. For more information, reach out at kernanconsulting.com

When are you obligated to disclose information about your business to the buyer? In this episode, attorney Darshan Kulkarni emphasizes the need to understand risk and be transparent about material information.  View the complete show notes for this episode.  Want To Learn More?  Negotiating an M&A Purchase Agreement | M&A Tips M&A Due Diligence | Checklist & Overview The Role of M&A Lawyers 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.  

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 happens after the dream comes true? In this episode of Healthy Mind, Healthy Life, host Avik Chakraborty speaks with John Rood—entrepreneur, coach, and author of Beyond the Exit—about the emotional and identity shifts that follow selling a business. John shares his personal post-exit experience and insights from interviewing over 70 entrepreneurs who have navigated the same uncharted territory. From the shock of sudden stillness to rediscovering joy and meaning, this conversation reveals the unspoken side of success. Whether you're preparing for your own exit or reflecting on what's next, this is a must-listen for founders and visionaries alike. About the Guest:John Rood is the author of Beyond the Exit: What Successful Entrepreneurs Do with the Rest of Their Lives. After building and selling his education business to private equity, John became fascinated by what happens after the "big win." He now helps entrepreneurs redefine purpose, identity, and fulfillment beyond business success. He lives in the Chicago area with his wife and sons. Key Takeaways: Selling a business often leads to an unexpected emotional void—loss of identity, purpose, and routine. Many entrepreneurs underestimate the psychological transition post-exit, feeling unmoored or invisible after years of high momentum. True meaning after the exit doesn't always mean building another business—it can look like stillness, healing, or exploring forgotten passions. Structuring your life across health, relationships, personal growth, and fulfillment can prevent post-exit burnout. Your best work might still be ahead—just in a different form. Connect with John Rood: Book:Beyond the Exit LinkedIn:John Rood Want to be a guest on Healthy Mind, Healthy Life? DM on PodMatch: DM Me Here: https://www.podmatch.com/hostdetailpreview/avik Subscribe To Newsletter: https://healthymindbyavik.substack.com/ Join Community: https://nas.io/healthymind Stay Tuned And Follow Us! YouTube: https://www.youtube.com/@healthymind-healthylife Instagram: https://www.instagram.com/podhealth.club/ Threads: https://www.threads.net/@podhealth.club Facebook: https://www.facebook.com/podcast.healthymind LinkedIn: https://www.linkedin.com/in/reemachatterjee/ | https://www.linkedin.com/in/newandnew/ #HealthyMind #Entrepreneurship #LifeAfterExit #JohnRood #BeyondTheExit #StartupLife #MentalWellness #FounderLife #MindsetMatters #podmatch #healthyexit

This episode is brought to you by ⁠⁠⁠⁠Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years⁠⁠⁠⁠*This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  *  This week, I'm joined by Dr. Sherry Walling, a clinical psychologist, speaker, podcaster, and best-selling author. She is also the Founder of ZenFounder, which aims to help entrepreneurs and CEOs navigate issues of transition, rapid growth, loss, and any manner of complex human experience. She is also the host of the ZenFounder podcast, which has been called a “must listen” by both Forbes and Entrepreneur Magazine and has been downloaded more than 1M+ times.Sherry first came onto my radar when she published her first book, the aptly named The Entrepreneur's Guide to Keeping Your Sh*t Together, which discusses many of the topics that we've explored over the years in this podcast related to managing your psychology as an entrepreneur and CEO.Her most recent book is titled Exit Strategy: The Entrepreneur's Guide to Selling Your Business without Regret, which goes beyond purely commercial considerations, and explores the largely unexplored personal considerations specific to the largest transaction of most entrepreneurs' lives.

What is happening in the world of corporate finance? How did we get where we are today and what does the future hold? Jeff Hooke returns to M&A Talk to continue the conversation about the most important lessons he has learned over 40 years in the investment banking world. He discusses trends over the past 10-20 years and relates where he thinks the markets are heading today. View the complete show notes for this episode.   Want To Learn More?  The Myth of Private Equity: An Inside Look at Wall Street's Transformative Investments by Jeffrey C. Hooke 18 Differences Between Valuing Public and Private Businesses How to Sell an Online Business: A Case Study   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.  

Send us a textReady to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game...  Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com  At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/newsletter-subscriptionGet your FREE Personalized Tax Planning Video at: https://www.prosperlcpa.com/5minutetaxplan Selling your business represents a transformational financial event that requires extensive tax planning and collaboration to avoid potentially massive tax overpayments.• Notify your tax advisor immediately when considering selling your business• Assemble the right tax team capable of exit planning - many CPAs lack this expertise• Consider tax implications in negotiations - understand the differences between asset sales and stock sales• Buyers typically prefer asset sales for immediate tax benefits and liability protection• Sellers usually benefit more from stock sales but might accept lower prices• Determine what you'll do with the sale proceeds - this affects your overall tax strategy• Non-passive losses can offset capital gains - not just capital losses• Real estate professional status combined with cost segregation can create substantial tax deductions• Advanced strategies include owner financing, deferred sales trusts, and charitable structures• Reliable books and records are essential for accurate basis calculation and asset valuationIf you need help with selling your business or rental portfolios and don't have the right team in place, reach out at prosperalcpa.com/apply.

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)

Do you know how an investment banker can help you sell your company? Do you know the questions to ask to find the right one to help close the transaction? Bill Snow, an experienced Investment Banker, offers his insights into the top five myths surrounding hiring and working with an investment banker.   View the complete show notes for this episode.   Want To Learn More?  Net Working Capital (NWC) for M&A – A Complete Guide Do I Need to Hire a Local Business Broker? What Percentage of Businesses Sell? 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.

Some of the “smart moves” founders make might be signs of hidden resistance. This week, Dan and Ian break down 10 behaviors that can quietly kill momentum, from expanding marketing channels too early to pausing sales during busy stretches. They also dive into why scaling too soon backfires, the hidden risks of declining assets, and what happens when you delay building management layers. CHAPTERS (00:00:13) Introduction (00:01:09) Understanding Resistance in Business and In Life (00:04:51) A Balanced Marketing Diet (Finally!) (00:09:15) Pause Selling Because We're So Busy! (00:12:03) Keeping Team Members Maximally Busy (00:16:08) Cutting a Clever Deal With a Declining Asset (00:20:47) I Simply Won't Do ideas That Don't Scale! (00:26:40) I'm Going to Quit My Job! (00:29:43) The Myth of the Great Idea (00:33:49) I'm Re-Investing In My Product! (00:37:21) Building an Audience: Start With The Basics (00:40:16) Should I Build Out a Management Layer? Tempting! 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)

Take a look behind the curtain at how Acquire.com got started and how it is changing the M&A marketplace. Andrew Gazdecki, CEO of Acquire.com, discusses his platform's role in helping bootstrap SaaS startups be acquired and selling multimillion-dollar software companies. He shares stories, insights, tips, and predictions of AI in the M&A world. View the complete show notes for this episode.  Want To Learn More?  How to Sell an Online Business: A Case Study Top 5 M&A Value Drivers for Tech & Software Companies 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.

Dan shares strategies for creating value as an entrepreneur - from maximizing personal productivity to defending your creative space so you can build something meaningful. He breaks down the common roadblocks entrepreneurs face at the $300K revenue mark and shares practical wisdom for navigating difficult personalities in business and in life. Book recos form the episode: “Getting Things Done” (https://www.amazon.com/Getting-Things-Done-Workbook-Productivity/dp/0143133438/ref=asc_df_0143133438?mcid=8cf409580165307c978272271b141e8d&hvocijid=15444100736713862639-0143133438-&hvexpln=73&tag=hyprod-20&linkCode=df0&hvadid=721245378154&hvpos=&hvnetw=g&hvrand=15444100736713862639&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9007527&hvtargid=pla-2281435179258&psc=1) “5 Types of People Who Can Ruin Your Life” (https://www.amazon.com/Types-People-Ruin-Your-Life/dp/B0DV6KLYC6/ref=sr_1_1?crid=2XI6HASJOC1CI&dib=eyJ2IjoiMSJ9.vB7JCEt3Og8cDygXrXeEWuprrnGZbCo9bXz_8hivMgw.ljlmur6bThrAhnt8mX938E0x47HbPWXHVGLTBrS1JwI&dib_tag=se&keywords=5+types+of+people+who+can+ruin+your+life+workbook&qid=1743617303&sprefix=5+types+of+peo%2Caps%2C121&sr=8-1) “The Courage to Be Disliked” (https://www.amazon.com/The-Courage-to-Be-Disliked-audiobook/dp/B07BRPW98K/ref=sr_1_1?crid=2J6KLS4URJPZ&dib=eyJ2IjoiMSJ9.6M0xO7k-7OIyut3WpFLx89nhn98gTCAwAFJbzRcsBAsPYnWu8eYEzx6UuC9P43UDe-4GfUHDnBPOxhPsiCPZ5EjePC6L_-mhWJ0xAy26V-M.wyFwtN60MQaRbI5NabZRkzp2HRhm4B4dCdxhHMjIgjg&dib_tag=se&keywords=the+courage+to+be+disliked&qid=1743617338&s=audible&sprefix=the+courage+to+b%2Caudible%2C133&sr=1-1) CHAPTERS (00:00:13) Intro (00:00:45) “Entrepreneurs create more value than they consume” (00:02:12) Create & define space for creativity (00:03:52) Consistency in daily activities (00:04:55) “Getting Things Done” (00:05:59) What's your “one thing”? (00:06:22) Setting up for reactive success (00:08:30) Being your own leader (Manage productive time) (00:11:40) Change meeting structure to protect creative time (00:15:17) The $300K sticking point (00:15:55) Key blockers: marketing systems & hiring decisions (00:17:46) Taking a pay cut in order to grow (00:18:53) Scale beyond one-to-one service delivery (00:19:56) Organizational design is critical (00:21:18) “The Five Types of People Who Will Ruin Your Life” (00:23:07) “The Courage to Be Disliked” (00:24:11) Improving business and personal relationships (00:25:39) Wrap Up CONNECT Dan “at” tropicalmba dot com Ian “at” tropicalmba dot com LINKS Join the DC (http://dynamitecircle.com/) Follow us on Instagram (https://www.instagram.com/tropicalmba/) PLAYLIST "The Tailwind Index" & Dodging Business Blindspots (https://tropicalmba.com/episodes/tailwind-index-dodging-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)

Selling a business is more than a financial transaction—it's a major life shift, filled with tough decisions, unexpected opportunities, and a lot of reflection. After 20+ years in the connectivity and physical cybersecurity space, Jeff Clark recognized that the industry was evolving faster than he could keep up. His company had pioneered a niche market with physical security locks that prevent insider data breaches, but he knew that in order to scale, it needed new leadership with deep expertise in today's digital marketing and cybersecurity landscape.Here's his story.In this episode, Jeff shares:How an accidental discovery in physical cybersecurity reshaped his business.The moment he realized it was time to sell and why he sought out Website Closers.How his broker, Justin Harris, helped him navigate over 130 buyer inquiries and multiple offers.Why selling his business provided security for his family and peace of mind for the future.This episode of Deal Closers is hosted by Nate Lind, brought to you by WebsiteClosers.com, and is produced by Earfluence. Hosted on Acast. See acast.com/privacy for more information.

How do you increase your company's value? Is it as simple as raising prices? Pricing expert Mark Stiving explains how to explore the value that your product or services offer your customers and how you can turn that value proposition into more value in your company.    View the complete show notes for this episode.   Want To Learn More?  Increasing the Value of Your Business | The RVD Model Selling Value: How to Win More Deals at Higher Prices by Mark Stiving Instant Profits: How to Raise Prices Without Losing Customers by Mark Stiving Impact Pricing: Your Blueprint for Driving Profits by Mark Stiving Win, Keep, Grow: How to Price and Package to Accelerate Your Subscription Business by Mark Stiving 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 and Ian break down what makes a great lifestyle business in 2025—one that delivers both strong cash flow and location freedom. They dive into the nuanced tension between building a lifestyle-friendly business and “going big,” and share five essential design principles for creating a business that supports the life you want. CHAPTERS (00:00:14) Intro (00:04:25) Lifestyle Business vs “Going Big” (00:10:25) Cash Flow Logic that Solves Financial Needs of Founders (00:19:04) Solid Perspective on Acquiring Customers (Strong Channel Logic) (00:24:05) You're Actively Turning Away Customers (00:28:26) You Can Leave the Business for 4 Weeks Minimum (Cash Flow Does Not Suffer) (00:34:07) Cash Flow Does Not Suffer Based on Your Location CONNECT Dan “at” tropicalmba dot com Ian “at” tropicalmba dot com LINKS Join the DC (http://dynamitecircle.com/) Follow us on Instagram (https://www.instagram.com/tropicalmba/) PLAYLIST "The Tailwind Index" & Dodging Business Blindspots (https://tropicalmba.com/episodes/tailwind-index-dodging-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)

Watch here: https://youtu.be/L90nZyyR1qsAbout the Guest: Ashish Gupta is the founder of Scale Up Exec, a firm specializing in fractional COO services for growing businesses. With a background in tech startups, corporate leadership at Apple, and turnaround management in the e-commerce space, Gupta has a proven track record of scaling companies and preparing them for exits. His approach blends operational efficiency, strategic growth, and leadership coaching to help founders achieve their business goals.Summary: In this episode of the How2Exit Podcast, host Ronald Skelton sits down with Ashish Gupta, founder of Scale Up Exec, a fractional COO firm that helps small and mid-sized businesses scale, streamline operations, and prepare for exits. Gupta's experience spans from founding a wireless startup acquired by Qualcomm to managing billion-dollar budgets at Apple, to turning around distressed e-commerce businesses and advising companies on high-impact growth strategies. The conversation dives deep into the role of a COO, how founders can recognize when they need operational support, and what it takes to transition from a hands-on entrepreneur to an owner ready for an exit.This episode is a must-listen for business owners struggling with growth plateaus, operational inefficiencies, or founder burnout. Gupta provides an eye-opening perspective on how businesses should think about leadership transitions, succession planning, and the strategic use of fractional executives to achieve scalable success.Key Takeaways:The Invisible COO Role in Small Businesses – Even if a company doesn't have a formal COO, someone is always filling the operational leadership role, whether it's the founder or an informal manager.Why Founders Get Stuck – Most entrepreneurs are either visionaries or execution-focused, but rarely both. Without a strong operations leader, founders can get caught in a cycle of inefficiency, distraction, and burnout.Recognizing Exit Readiness – Not all business exits are the same. Some founders just want to step back from day-to-day operations, while others need a full buyout. Knowing the difference is crucial for structuring the right transition.Strategic vs. Financial Buyers – A company's value depends on who the buyer is. Strategic buyers may care more about market share or IP, while private equity and individual buyers are EBITDA-focused. The key is optimizing the right metrics.Boredom is a Business Killer – Many founders unconsciously sabotage their businesses because they get bored after a few years. This often leads to side projects, disengagement, or operational neglect.Fractional COOs as a Scalable Solution – Many companies under $10 million in revenue can't justify a full-time COO, but a fractional executive can provide high-level leadership and operational improvements without the full-time cost.The Power of Small Changes – Business turnarounds don't always require sweeping changes. Gupta advocates for a step-by-step approach to transition founders out of operations, proving that small wins build trust and momentum.AI's Emerging Role in Operations – While AI is improving efficiency in operational management, it still lacks the human touch necessary to navigate company culture, team motivation, and complex decision-making.--------------------------------------------------Contact Ashish onLinkedin: https://www.linkedin.com/in/ashish-gup/Website: https://scaleupexec.com/--------------------------------------------------

Thinking about selling your business? The 2026 tax changes could cost you big if you don't plan ahead. In this episode, we uncover a little-known strategy that helps business owners sell their companies tax-free while protecting their employees and legacy—Employee Ownership Trusts (EOTs). You'll learn: ✅ Why selling to private equity or a competitor could hurt your business ✅ How an EOT can help you cash out without paying capital gains tax ✅ How to keep your employees, company culture, and vision intact If you're planning an exit, don't wait until it's too late! The 2026 tax reforms are coming fast, and the right strategy could save you millions.   Next Steps:

How can preparing for due diligence help sell your company? Will being prepared actually help close the deal? Rosco Graves, an accountant and due diligence expert, shares his insights into why preparing for due diligence is crucial to a smooth sale process. View the complete show notes for this episode. Want To Learn More? M&A Due Diligence | Checklist & Overview The Importance of Preparing for Due Diligence M&A Guide | The 4 Types of Buyers of Businesses Additional Resources Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Are you considering selling your business but unsure about the market? Do you know when the best time to start planning your exit strategy is? Learn the importance of planning for a sale from the beginning instead of fixating on multiples and how focusing on net income opens up a clearer evaluation. Understand the parallels […] The post Selling Your Business: Top 10 Insights from an Expert Broker first appeared on My Contractor University | Dashboard.

What if 90 days from now, your business was sharper, more focused, and positioned for real growth? In this episode, Dan walks you through a simple but powerful 10-question framework designed to help you identify your biggest challenge, clarify your team's focus, and uncover new opportunities to stand out in your market. This is the same exercise that 7- and 8-figure founders in DC BLACK worked through on their recent trip to Phuket—a way to step back, reset strategy, and get clear on what matters. Grab a pen and follow along. You might walk away with a concrete plan for the next 90 days. Want the worksheet? Newsletter subscribers get it for free. Sign up at (https://tropicalmba.com/subscribe (https://tropicalmba.com/subscribe)) to grab your copy. CHAPTERS (00:02:16) Biggest challenge and next steps (00:05:20) Focus (00:07:11) Understand your customer (00:11:33) Positioning (00:14:42) Innovation and unique advantages (00:20:02) Network (00:21:42) Business model (00:23:51) Team (00:25:23) Cadence & leadership (00:27:17) Bonus CONNECT Dan “at” tropicalmba dot com Ian “at” tropicalmba dot com LINKS Join the DC (http://dynamitecircle.com/) Follow us on Instagram (https://www.instagram.com/tropicalmba/) PLAYLIST "The Tailwind Index" & Dodging Business Blindspots (https://tropicalmba.com/episodes/tailwind-index-dodging-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)

In this episode of Your Life Simplified, Daniel Sharkey, senior wealth advisor, and Tom Tilley, managing director, mergers & acquisitions, discuss the aspects of navigating the sale of your business and exercising as much control as possible. Tune in for valuable insights on preparing your business to go to market, navigating exit strategies as well as tax and income implications of the sale.

Industry roll-ups: What are they? How do they work? What's in it for the business owner? Brandon Blewett, Head of M&A at Pave America, discusses what you can expect when selling your businesses to a PE firm as a part of a roll-up. View the complete show notes for this episode.   Want To Learn More?  Why Do Companies Acquire Other Businesses? Earnouts When Selling or Buying a Business | Complete Guide Net Working Capital (NWC) for M&A – A Complete Guide   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 and Ian share key insights from their Thailand mastermind event, exploring how successful entrepreneurs balance curiosity, diverse business models, and personal life. They talk about navigating market uncertainties, implementing AI workflows to enhance business operations, and the irreplaceable value of in-person networking events. And unlike magic mushrooms, the benefits of attending an event like this will ideally last a lifetime. CHAPTERS (00:00:25) Introduction and Reflections on Thailand (00:02:01) Key Lessons from 7 & 8-Figure Mastermind (00:03:43) The Power of Curiosity in Entrepreneurship (00:08:54) Diverse Business Models and Common Traits (00:11:46) Work-Life Balance and Business Durability (00:14:06) Living in Thailand: Value and Lifestyle (00:16:44) Tax Strategies and Wealth Creation in Thailand (00:17:12) The Power of Bootstrapping and Financial Independence (00:19:21) Navigating Market Uncertainty and Business Durability (00:22:32) AI Workflows: Revolutionizing Business Operations (00:27:07) The Value of In-Person Networking and Community Building CONNECT Dan “at” tropicalmba dot com Ian “at” tropicalmba dot com LINKS Join the DC (http://dynamitecircle.com/) Follow us on Instagram (https://www.instagram.com/tropicalmba/) PLAYLIST "The Tailwind Index" & Dodging Business Blindspots (https://tropicalmba.com/episodes/tailwind-index-dodging-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)

When you're considering selling your company, you want to get the most value for your business, right? Well, some exit paths are more lucrative than others. How can you determine the best path for your situation? Are PE firms an option? Get inside tips from M&A expert Adam Coffey about why the world of private equity has been growing so rapidly in recent years, learn the general blueprint on how PE firms grow capital, and how to maximize your asset diversification.    View the complete show notes for this episode.   Want To Learn More?  Can I Time the Sale of My Business? Three Things To Consider When Deciding If It's The Right Time To Sell Your Business, The Private Equity Playbook: Management's Guide to Working with Private Equity 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 unpacks what business owners can adapt from DOGE's new strategy, delivers a practical cure for practitioner syndrome (that paralyzing fear of putting yourself out there), and shares fresh insights on the legendary 1,000-day principle. Plus, strategies for accountability and effectiveness and answering questions about profitability from hosting events. CHAPTERS (00:00:00) Intro (00:01:19) Zero-based budgeting for efficiency (00:03:43) Accountability for effectiveness (00:08:40) Surviving your first 1,000 days in business (00:16:59) Why you need to put yourself out there (00:19:47) How to make money from events CONNECT Dan “at” tropicalmba dot com Ian “at” tropicalmba dot com LINKS Join the DC (http://dynamitecircle.com/) Follow us on Instagram (https://www.instagram.com/tropicalmba/) PLAYLIST "The Tailwind Index" & Dodging Business Blindspots (https://tropicalmba.com/episodes/tailwind-index-dodging-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)

Selling Your Business in 2025? What Buyers Want with Chris Cantwell

Thinking of selling your company? What is your plan for the windfall of money you'll get once you complete the sale? Wealth advisor Jason Gordo discusses seven points to keep in mind as you create a financial plan and a wealth strategy before beginning the sale process. Build the right team of advisors to discuss your post-transaction life plan, set goals, and think about the things you should do to prepare for the financial outcome of your sale. View the complete show notes for this episode. Want To Learn More?  Allocation of Purchase Price & Taxes When Selling a Business Preparing Emotionally for the Closing Crossroads: Deciding to Sell Your Business vs. Doubling Down Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

SUMMARY Our guest today is James Ruder, former owner of L&R Pallet and current owner of FenceRight, who joins us to share his journey of faith and business transition interviewed by guest podcast hosts Spencer Williams and Jeff Haanen. After years of leading L&R Pallet and implementing transformative hiring practices, James made the difficult decision to sell the company in 2023. In this episode of the Faith & Work Podcast, we explore how selling a business impacts an owner personally, especially when guided by a Kingdom vision. Join us as James reflects on the challenges, emotions, and lessons he's learned—and how his faith continues to shape his work today.  Do you like The Faith & Work Podcast? Be sure to subscribe! Now available on iTunes and Spotify.   HIGHLIGHTS On Selling Your Business: "It was like someone absolutely died. Here we are trying to make a good business decision the smart thing we've talked about, a financial move… it felt like your grandma just died and someone tells you congratulations."  On Kingdom-Minded Work: "How am I going to use this resource that God's given us to minister to the people who walk past my office door every day? He just showed us how the missions field can come to us, we don't have to go to the missions field necessarily…" [Every day was an] “opportunity for impact, what are you going to do with the people that come through your doors?” RESOURCES Download the episode transcript Check out more of the L&R Pallet Story here - FAITH & CO: In The People Business  Get your tickets to Business for the Common Good before they run out!

Dan sits down with Neel Parekh (CEO of MaidThis Franchise) to talk about the shifts that drive real business growth—why decision-making matters more than productivity, how time compression accelerates success, and why bigger businesses can create more freedom. They dive into the power of accountability, hiring smarter, and using personal branding to attract the right opportunities. Plus, Neel shares how he scaled through franchising—an unconventional path for a lifestyle business—balancing hustle, risk, and long-term rewards. What's missing in your business that's keeping you stuck? Connect with 1000+ global founders running profitable online businesses without sacrificing their unique lifestyles @ dynamitecircle.com (http://dynamitecircle.com/). CHAPTERS (00:02:02) Compressing Time for Success (00:04:17) The Law of a Thousand Hours (00:07:43) Staying Motivated Through Accountability (00:11:28) Building Confidence in Your Business Model (00:17:25) The Paradox of Growth and Lifestyle (00:24:35) Understanding the Franchise Model and Its Costs (00:26:16) The Challenges of Running a Franchise (00:26:31) The Decision to Franchise vs. Self-Expansion (00:30:44) Vetting Franchisees: Finding the Right Fit (00:31:22) Success Rates and Expectations in Franchising (00:37:01) The Entrepreneurial Mindset: Risk and Reward (00:39:51) The Durability of the Cleaning Business Model (00:43:51) Finding Excitement in Business and Life (00:44:09) Expanding Business Opportunities (00:44:50) The Hustle-Life Balance (00:46:49) The Power of Decision Making CONNECT Dan “at” tropicalmba dot com Ian “at” tropicalmba dot com LINKS Join the DC (http://dynamitecircle.com/) Follow us on Instagram (https://www.instagram.com/tropicalmba/) PLAYLIST "The Tailwind Index" & Dodging Business Blindspots (https://tropicalmba.com/episodes/tailwind-index-dodging-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) Past guests on TMBA include Cal Newport, David Heinemeier Hannson, Seth Godin, Ricardo Semler, Noah Kagan, Rob Walling, Jay Clouse, Einar Vollset, Sam Dogan, Gino Wickam, James Clear, Jodie Cook, Mark Webster, Steph Smith, Taylor Pearson, Justin Tan, Matt Gartland, Ayman Al-Abdullah, Lucy Bella Simkins, Brian Balfour, Nick Huber, Mike Michalowicz, Greg Crabtree, Jordan Gal

When you've finally sold your business, can you jump on the next cruise ship and sail away? Nope. You'll leave money on the table, or worse still, sink the deal if you do that. Matt Coyne, an experienced M&A Advisor, explains how planning ahead for the transition period can make the deal go more smoothly and potentially add value to your company. View the complete show notes for this episode. Want To Learn More? What's involved with the transition period: Who is impacted by the transition; how can it lower risk for the buyer; can it impact the value of the business? What variables are there: How might the plan differ between a PE firm, a family office, or a strategic buyer; what compensation to expect; how long will it take?   What are the steps in a transition period: how do you tell your employees; when do you tell them; what's it like on the buyer's side? How can you prepare: how far ahead should you start planning for the sale and integration; how long should you expect the integration period to be? 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.

The team takes you inside the DC. Who we are, what to expect, and how you can grow your business with the support of other founders on the same journey. Connect with 1000+ global founders running profitable online businesses without sacrificing their unique lifestyles. Join Dynamite Circle. (https://dynamitecircle.com/) CHAPTERS (00:03:36) Introduction to DC (00:05:11) Genesis of DC (00:06:55) Culture & Composition (00:09:59) Application Process and Vetting (00:19:06) Events and Networking Opportunities (00:25:20) Support for High-Level Founders (00:29:14) Joining the Dynamite Circle CONNECT Email Dan “at” tropicalmba dot com Follow on X (https://x.com/TropicalMBA) Follow on Instagram (https://www.instagram.com/tropicalmba/) LINKS Join Dynamite Circle (https://dynamitecircle.com/) Subscribe to the newsletter (tropicalmba.com/subscribe) Get our book: Before the Exit (https://www.amazon.com/Before-Exit-Thought-Experiments-Entrepreneurs-ebook/dp/B07BN2KD1J) PLAYLIST Niche B2B Content = Big Revenue on YouTube (https://tropicalmba.com/episodes/b2b-content-youtube) The Unexpected Downsides of Selling Your Business (https://tropicalmba.com/episodes/exit-founders-disappointed) Is Your Biggest Expense Helping or Hurting? (https://tropicalmba.com/episodes/your-biggest-expense) Past guests on TMBA include Cal Newport, David Heinemeier Hannson, Seth Godin, Ricardo Semler, Noah Kagan, Rob Walling, Jay Clouse, Einar Vollset, Sam Dogan, Gino Wickam, James Clear, Jodie Cook, Mark Webster, Steph Smith, Taylor Pearson, Justin Tan, Matt Gartland, Ayman Al-Abdullah, Lucy Bella Simkins, Brian Balfour, Nick Huber, Mike Michalowicz, Greg Crabtree, Jordan Gal

An earn-out is a deal structure where part of the sale price is contingent on the business hitting future performance goals. For many owners, it feels like a gamble—where the payout is uncertain, and the risks are high.  But Bob Gilbreath flipped the script.  He navigated two complex earn-outs across two service businesses and turned both into massive financial wins. In this episode of Built to Sell Radio, Bob shares how he turned the dreaded earn-out into his greatest asset. 

The stories we tell ourselves shape our businesses—but how much of it is true? External validation, from market response to honest feedback, is key. Dan & Jeff break down common entrepreneurial mistakes, business strategy, product-market fit, sales, opportunity assessment, and why knowing your numbers (even without a finance background) matters. P.S. Still taking all the sales calls for your business? You need a wingman (https://meetwingman.com/). CHAPTERS (00:02:43) Building entrepreneurial endurance (00:03:35) It's easy to be dishonest with yourself (00:06:49) Tailwind index helps assess market needs (00:15:43) Focus on solving immediate pain points (00:18:38) Communicate effectively with your target market (00:23:39) Monthly business reviews (MBR) (00:25:18) Basic financial hygiene is crucial (00:27:08) Having the courage to be disliked (00:31:52) Contribution vs validation (00:34:22) Tasks vs responsibilities CONNECT Dan “at” tropicalmba dot com Ian “at” tropicalmba dot com LINKS Join the DC (http://dynamitecircle.com/) Follow us on Instagram (https://www.instagram.com/tropicalmba/) PLAYLIST Niche B2B Content = Big Revenue on YouTube (https://tropicalmba.com/episodes/b2b-content-youtube) The Unexpected Downsides of Selling Your Business (https://tropicalmba.com/episodes/exit-founders-disappointed) Is Your Biggest Expense Helping or Hurting? (https://tropicalmba.com/episodes/your-biggest-expense) Past guests on TMBA include Cal Newport, David Heinemeier Hannson, Seth Godin, Ricardo Semler, Noah Kagan, Rob Walling, Jay Clouse, Einar Vollset, Sam Dogan, Gino Wickam, James Clear, Jodie Cook, Mark Webster, Steph Smith, Taylor Pearson, Justin Tan, Matt Gartland, Ayman Al-Abdullah, Lucy Bella Simkins, Brian Balfour, Nick Huber, Mike Michalowicz, Greg Crabtree, Jordan Gal

Most founders focus all their energy on getting to an exit, but few stop to consider what comes next. In this episode of Built to Sell Radio, John Rood shares what he learned after selling Next Step Test Prep to private equity—and why he decided to write Beyond the Exit. 

Dan breaks down five key mindset shifts for business owners in the thick of the growth grind. Inspired by Alex Hormozi's tweet on sacrifice, he explores what it really takes to succeed—reflecting on courage, relationships, and balance—with actionable takeaways to stay productive and happy. Book referenced in the episode is The Power to be Disliked (https://www.amazon.com/Courage-Be-Disliked-Phenomenon-Happiness/dp/1668065967/ref=asc_df_1668065967?mcid=0db73a9ea9f13b728a2cf3eb593e7720&hvocijid=13369597873068056788-1668065967-&hvexpln=73&tag=hyprod-20&linkCode=df0&hvadid=730432682330&hvpos=&hvnetw=g&hvrand=13369597873068056788&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9007527&hvtargid=pla-2281435176698&psc=1). Connect with 1000+ global founders running profitable online businesses without sacrificing their unique lifestyles @ dynamitecircle.com (http://dynamitecircle.com/). CHAPTERS (00:00:35) Hormozi's 10-year formula for success (00:04:29) “The Courage to Be Disliked” (00:11:01) Change your relationships (00:15:12) Accept your responsibility (00:16:33) Take on a six-week sprint (00:18:26) Baseline & Brenwall (00:20:50) Do it for the right reasons CONNECT Dan “at” tropicalmba dot com Ian “at” tropicalmba dot com LINKS Join the DC (http://dynamitecircle.com/) Follow us on Instagram (https://www.instagram.com/tropicalmba/) PLAYLIST Niche B2B Content = Big Revenue on YouTube (https://tropicalmba.com/episodes/b2b-content-youtube) The Unexpected Downsides of Selling Your Business (https://tropicalmba.com/episodes/exit-founders-disappointed) Is Your Biggest Expense Helping or Hurting? (https://tropicalmba.com/episodes/your-biggest-expense) Past guests on TMBA include Cal Newport, David Heinemeier Hannson, Seth Godin, Ricardo Semler, Noah Kagan, Rob Walling, Jay Clouse, Einar Vollset, Sam Dogan, Gino Wickam, James Clear, Jodie Cook, Mark Webster, Steph Smith, Taylor Pearson, Justin Tan, Matt Gartland, Ayman Al-Abdullah, Lucy Bella Simkins, Brian Balfour, Nick Huber, Mike Michalowicz, Greg Crabtree, Jordan Gal

John Warrillow is the founder of the Value Builder System, a software program that helps thousands of businesses build more value for customers and investors. He is also the bestselling author of three books, Built To Sell, The Automatic Customer, and his latest, The Art of Selling Your Business, which came out in January 2021. He is also the host of Built To Sell Radio. John joined host Robert Glazer on the Elevate Podcast to talk about how to build a business that attracts lifetime customers and create your exit strategy. Learn more about your ad choices. Visit megaphone.fm/adchoices