Podcasts about selling your business

Have you ever built something you love, poured years into it, and never once stopped to ask what it's actually worth? Most business owners haven't. And that one blind spot could cost them everything they worked for. In this episode of The Happy Hustle Podcast, I sit down with Michael Sauer also known as Bone, an exit planning expert who has helped guide business transactions up to a hundred and twenty million dollars. He works with business owners to figure out exactly what their company is worth today, what it could be worth years from now, and how to make it as sellable as possible before life forces the decision for them. You can find him and his work at kandemlaw.com. What makes this episode matter is the timing. Bone dropped some numbers on me that stopped me in my tracks, and I think they'll do the same for you. Only twelve to twenty percent of businesses that go up for sale actually sell. Of the ones that do sell, half go for less than the owner needed. And here's the gut punch. Only five percent of business owners are actually happy with what they walked away with after the sale. Five percent. That's not a small gap, that's a system that's broken for almost everyone going through it. Here's what stuck with me most from our conversation. Fifty percent of businesses get sold involuntarily. Health issues, family emergencies, burnout, none of us plan for these things to force our hand, but they happen. Bone's point is simple. Build your business to be sellable now, not someday, so you're never caught off guard. It takes years to sell right, not months. Most owners come to Bone wanting to sell within twelve months. He tells them straight up that's not enough time. Three years minimum, five years ideal, if you actually want top value. The number on paper isn't the number in your pocket. Broker fees, attorney fees, capital gains tax, they all take a bite. Sell for ten million without a real tax strategy and you might walk away with seven. Bone's advice is to reverse engineer the number you actually need and plan backward from there. Seventy nine percent of business owners regret selling within a year. Not sadness. Not stress. Profound regret. That statistic alone is why proactive planning matters so much more than people realize. Profit First is one of the simplest financial moves you can make. If you haven't implemented it in your business yet, Bone calls it the number one financial hack for owners. Set money aside before you spend it, not after. We also got into the fun stuff. I put Bone through my rapid fire round and got some real answers. Taco Bell is his go to food, his spirit animal is a bald eagle, and his best piece of legal advice might be the most important thing you hear in this whole episode. Hire an attorney before you need one. We also talked about family, gratitude, and what it means to build a life you're proud of, not just a business that sells well. This episode is a reminder that hustle without a plan is just motion. You can work hard for twenty years and still leave money and peace of mind on the table if you never stop to ask the right questions. Bone's whole approach is about giving business owners confidence and security, so when the moment comes to sell, they're ready instead of scrambling. If you're ready to start thinking ahead instead of playing catch up with your own business, this conversation is going to hit home. Go listen to the full episode at https://happyhustle.com/podcast. It just might be the reset you didn't know you needed. Connect with Michaelhttps://www.linkedin.com/in/sellonyourterms/ Find Michael on this website: https://kandem.com/ Connect with Cary!https://www.instagram.com/caryjack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.tiktok.com/@caryjackhttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured Get a copy of his new book, https://www.thehappyhustle.com/book Sign up for The Journey: 10 Days To Become a Happy Hustler Online Course @ https://thehappyhustle.com/thejourney/ Apply to the Montana Mastermind Epic Camping Adventure @ https://thehappyhustle.com/mastermind/ “It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!” Episode Sponsors: Kiln Your environment shapes your energy and your results. That's why we're proud to partner with Kiln, a premium workspace experience designed to help you work smarter, connect with amazing people, and elevate your lifestyle. From co-working and private offices to meeting rooms and event spaces, Kiln (https://kiln.com/) has everything you need to thrive. Mention "Happy Hustle" for a special hookup! =================================================================== If you're feeling stressed, not sleeping great, or your energy's been kinda meh lately—let me put you on to something that's been a total game-changer for me: Magnesium Breakthrough by BiOptimizers. This ain't your average magnesium—it's got all 7 essential forms that your body needs to chill out, sleep deeper, and feel more balanced. I take it every night and legit notice the difference the next day. 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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. Thank you to the sponsors of The Elevate Podcast Shopify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠shopify.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Masterclass: ⁠⁠⁠masterclass.com/elevate⁠⁠⁠ Framer: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠framer.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Northwest Registered Agent: ⁠⁠⁠⁠⁠⁠⁠⁠⁠northwestregisteredagent.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠ Whatnot: Search "Whatnot" in the app store to download

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. Part 1 (S8E3) was a general discussion of the business, and Part 2 is a very detailed look at valuation with examples.Stay tuned for part 3 coming soon!

Connect With ChazJosh Wilson started at seven years old on a cruise ship, charging his vacation friends a markup to use his grandfather's cruise card. He built a wedding DJ business at 16 and sold it at 19 for $25,000. His only W2 job was two months as a buggy boy at Winn Dixie before he got fired. Since then he has built a 25-million-dollar real estate portfolio, lost over a million dollars on a single investment, and pivoted to M&A where he is now acquiring his seventh company with a goal of 10 companies and 10 million in EBITDA before exiting to private equity.In this conversation with Chaz Wolfe, Josh breaks down the entire M&A framework he uses: what to look for in a target company, why he only buys companies doing at least a million in cashflow, the five reasons a contractor business owner should consider selling to a holding company instead of selling on the open market, why most businesses have not raised prices since COVID, and how the multiple arbitrage game works when you roll your equity into a holding company instead of taking a 3x exit alone.Key Takeaways:The first question in any acquisition: when was the last time they raised prices? Nine out of ten businesses Josh looks at have not raised prices in years. A 10 to 20 percent price increase is often the first value add after closing.Only buy companies doing at least one million in cashflow. Below that threshold, you cannot afford to hire the management team you need to actually run the business. You end up doing everything yourself again.A 3x multiple on your own is a mom-and-pop exit. Roll your equity into a holding company targeting 8 to 10x and you may triple your eventual payout for waiting a few years.PE companies buy cashflow, not hustle. When private equity looks at a portfolio, they want a C suite in place, a back office running, general managers in every entity, and systems that do not require the founder. Build that picture and you become attractive.Going wide to find your vertical is not always a mistake. Josh spent five years acquiring different industries to find where he could go deepest. He is now locking in on transportation. The path was the education.The mentor moment that changed everything: Josh was sitting in a hot tub during COVID, watching his real estate portfolio and wondering if his tenants were going to pay. In that moment he realized he could not keep living his entire life this way. That discomfort drove the pivot.If I can't do it, no one can is a guarantee that you will never scale. Josh learned it the hard way. The C suite he built is the only reason he can now focus exclusively on vision and growth.Pivoting is not failure. Real entrepreneurs master the art of knowing when things are heading in the wrong direction and correcting course before it costs them everything.$25,000 was enough to count as a real exit. The size of the deal does not determine whether the principle applied. Josh knew how to create value and find a buyer at 19 years old. The same principle runs his 7-company portfolio today.Build the right C suite first. CFO, COO, CEO roles need to be filled by people who love operating, not just people who are available. Josh found each one through deliberate relationships, not desperation.If you are a contractor business owner doing $1M+ and you feel stuck in the day-to-day, we built GTK for you.Through peer mastermind and 1:1 coaching, we help you:increase profitinstall real systemsbuild a team that runs the businessget your time backVisit www.gatheringthekings.com for information on how to apply.Connect with Chaz Wolfe (Host):WebsiteFacebookInstagramLinkedInYouTubeProfit Starts with Better Books!Clean books. Clear reports. Monthly bookkeeping built by business owners, for business owners.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showLike what you heard? Share this episode with a friend and leave us a review on Apple Podcasts or Spotify! Join the conversation by visiting GatheringTheKings.com and apply to connect with other high-performing entrepreneurs and their families.

Amazon's Q2 growth has been crazy in the past few weeks. With a 20% growth, Dave explores the possible reasons why Amazon's retail division has seen so much growth.  Thinking about taking some risk off the table? Or are you looking at taking an extended break from e-commerce in general? Know what your e-commerce business is worth with Quiet Light Brokerage. Timestamps 00:00 - Amazon's Stock Surge and Retail Growth 02:13 - The Seven Year Business Itch and Selling Your Business 03:09 - Amazon's Quarterly Highlights and AI's Role 04:38 - How Amazon's Retail Division Is Achieving 15% Growth 06:33 - Impact of Tariffs and De Minimis Changes on Amazon 08:59 - Chinese Competitors and US Market Disruption 11:23 - Amazon Haul and Low-Price Opportunities 12:46 - Amazon's Expansion into Essentials and Fast Delivery 16:34 - Inflation and Its Effect on Amazon Sales 19:00 - Amazon's Competitive Pricing and Future Outlook As always, if you have any questions or anything that you need help with, leave a comment down below if you're interested. Don't forget to leave us a review on iTunes if you enjoy our content. Thanks for listening! Until next time, happy selling!

Selling your company is one of the most challenging aspects of owning a business. In this revisited episode, longtime colleague and Distribution Team Senior Advisor Marshall Jones shares his firsthand perspective on the mental, emotional, and procedural challenges of a business sale. Jason and Marshall review a client case study highlighting critical aspects of securing a successful (and profitable!) sale and tips for avoiding deal-breaking pitfalls. CONNECT WITH JASON LinkedIn CONNECT WITH MARSHALL LinkedIn *** For full show notes and services visit: https://www.distributionteam.com Distribution Talk is produced by The Distribution Team, a consulting services firm dedicated to helping wholesale distribution clients remove barriers to profitability, generate wealth, and achieve personal goals.    This episode was edited by The Creative Impostor Studios  Special thanks to our sponsors for this episode: Moblico, INxSQL, and Profit2.

At some point, if you are building a DTC brand and getting traction, someone is going to reach out. An aggregator, a private equity firm, a bigger competitor. And most founders have no idea what to do when that happens because nobody ever walks you through it. Here is the thing: that cold email landing in your inbox is not random. There are analysts sitting in offices right now scraping the internet for fast growing Shopify stores, looking for founders who might be ready to tap out. And they are hoping they caught you on a bad day. In this episode, I walk through everything I have learned about acquisition conversations, from the first time someone tried to buy Foundr twelve months in, to the advice I gave a close friend that led to a life changing exit after fifteen years of building. Here's what you'll take away: Why you always take the call, even if you are nowhere near ready to sell, and what you can learn from it Why the worst time to sell is when you are desperate and the best time is when everything is working The questions to ask in any acquisition conversation that will teach you more about your own business than years of operating alone How to hold your cards close without shutting the conversation down entirely Why businesses are bought not sold, and what that means for how you should be approaching your growth right now The warning signs that a buyer is trying to get you to sell it in your mind before the deal is done, and what that costs founders who fall for it If you have ever received one of these emails and did not know whether to reply, delete it, or get excited, this episode will give you a clear framework for handling it the right way. If you're loving this solo series, I'd love to hear your feedback. Email me directly at ⁠nathan@foundr.com⁠ — I read every reply. Hope you enjoy it. WANT TO GROW YOUR BRAND WITH META ADS? Join the Foundr Operators Waitlist → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://foundr.com/operators⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ HOW WE CAN HELP YOU SCALE YOUR BUSINESS FASTER Learn directly from 7, 8 & 9-figure founders inside Foundr+ Start your $1 trial → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.foundr.com/startdollartrial⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ PREFER A CUSTOM ROADMAP AND 1-ON-1 COACHING? → Starting from scratch? Apply here → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://foundr.com/pages/coaching-start-application⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ → Already have a store? Apply here → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://foundr.com/pages/coaching-growth-application⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CONNECT WITH NATHAN CHAN Instagram → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/nathanchan⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/nathanhchan/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW FOUNDR FOR MORE BUSINESS GROWTH STRATEGIES YouTube → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/2uyvzdt⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Website → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.foundr.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/foundr/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/foundr⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/foundr⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/foundr/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Podcast → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.foundr.com/podcast⁠

Today we are talking about the 11 Things to Know Before Selling Your Business! gigstrategic.com seancastrina.com

06-11-2026 Gene Townley Learn more about the interview and get additional links here: https://www.usadailychronicles.com/when-selling-your-business-you-must-have-a-true-valuation-expert/ Subscribe to the best of our content here: https://priceofbusiness.substack.com/ Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCywgbHv7dpiBG2Qswr_ceEQ

What should you do after selling your business? Closing the deal is a major milestone, but it’s only the beginning of a new chapter. Without a thoughtful plan, emotional decisions, tax surprises, and a lack of direction can undermine the financial freedom you’ve worked so hard to achieve. In this episode, Larry Heller, CFP®, CDFA®, explores the most common mistakes business owners make after selling their business and shares practical guidance for turning a successful exit into a successful retirement. He discusses how to make intentional financial decisions, prepare for taxes, invest with purpose, and build a retirement that offers both financial security and personal fulfillment. Larry discusses: What business owners should do immediately after selling a business and why rushing financial decisions can create long-term challenges How to balance enjoying the proceeds from a business sale while avoiding lifestyle inflation that could threaten retirement security Why keeping too much money in cash after a liquidity event can be just as risky as investing too aggressively Capital gains tax planning opportunities business owners should consider before and after a sale, and why waiting until tax season may be too late And more! 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® Heller Wealth Management is now part of Savant Wealth Management. Savant is a Registered Investment Advisor. This content is provided for informational and educational purposes only and should not be construed as personalized investment advice. Effective March 31, 2026, Heller Wealth Management joined Savant Wealth Management (“Savant”). A copy of Savant's current written disclosure Brochure discussing our advisory services and fees is available at www.savantwealth.com/disclosure-brochures/

Starting as a Personal Trainer to Building a Fitness Empire He Sold For $400 Million At 28. Tobi Pearce went from training clients in a gym to walking away from a $400 million exit before he'd turned 30. In this episode, he pulls back the curtain on what actually happens behind closed doors during a deal that size, and it's nothing like the celebration people imagine. Tobi explains why the acquiring party isn't trying to make you happy. They're trying to make sure the deal isn't dumb. And that shift alone is enough to send most founders into a full identity crisis, especially when the people buying your business seem to understand it better than you do. He also breaks down a distinction most business owners have never heard articulated this clearly: the difference between managing and leading, and why confusing the two is quietly capping your growth. Then there's discipline. Not the version everyone talks about. Tobi reframes it in a way that will change how you think about the goals you keep failing to hit, and the one skill underneath it that almost nobody wants to practice. If you've ever wondered what it actually feels like to build something worth hundreds of millions of dollars, and what it costs you to get there, this conversation will stay with you. In this episode: What really happens behind the scenes during a nine-figure business exit Why founders experience an identity crisis when their business gets sold The critical difference between management and leadership A reframe on discipline that has nothing to do with willpower Why being "right" matters less than being directional What Tobi refuses to compromise on, even with his own family When you're ready to fast track your results, here's 2 ways I can help: This month's intake for The Odyssey is now open. If you've hit a ceiling in your business and know the constraint is you, not your business, this is the breakthrough. Limited intake [Learn more] Stuck, need clarity, or just want to upgrade how you think, lead and perform? Thrive Time is my premier self leadership event. [Secure your seat]   Follow Me on Social Media:

Selling a business or stepping away from a career is often celebrated as the finish line. But for many business owners, that's when an entirely new journey begins. In this episode of Building Wealthy Habits, Laura sits down with Cindy Jennings, founder of Interwovenly and the LifeWise™ programs, which help business owners, executives, managers, and employees navigate life's biggest transitions with clarity and support. Together, they explore the personal side of retirement and business exits that often go unspoken. They discuss why so many successful leaders struggle after a major transition, how identity and purpose become just as important as financial readiness, and why preparing for your next chapter should begin long before the transaction is complete. Whether you're thinking about retiring, preparing to sell your business, or simply wondering what you want the next season of life to look like, this conversation offers a thoughtful perspective on building a future that's just as meaningful as the work you've already accomplished. Because preparing financially is only part of the journey. Preparing personally may be just as important. ---     Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.   

Ready to sell your business? What if one mistake could cost you millions before negotiations even begin? "Am I really getting the best price?" "What if my business isn't worth what I think?" "Should I accept the first offer?" "How do buyers actually value my company?" "What if I'm not as prepared as I thought?" This conversation gives you the answer. In this episode of The Family Biz Show, Michael Palumbos sits down with Cameron Bishop, Partner and Managing Director at Raincatcher, to uncover the costly mistakes business owners make before selling their companies. From owner dependency and financial reporting to competitive bidding and succession planning, Cameron explains what buyers are really looking for—and why preparing years in advance can dramatically increase business value. With decades of experience leading acquisitions, integrating companies, and advising business owners through successful exits, Cameron shares practical insights from both the buyer's and seller's perspectives. One of the biggest revelations? Having one interested buyer doesn't necessarily mean you've received the best offer. Creating competition can dramatically change both valuation and deal terms. This episode is packed with practical advice to help you build a stronger, more valuable business—whether you're selling next year or a decade from now. In This Episode, You'll Learn: Why owner dependency reduces business value. How poor financial reporting can kill a deal. Why one buyer is rarely enough to determine your company's true market value. How investment bankers help maximize business value and negotiate stronger deals. Why exit planning should begin years before retirement. How to prepare emotionally for life after selling your business. If you want to protect your legacy, maximize your business value, and make smarter decisions before selling, this conversation is an essential resource.

SELLING YOUR BUSINESS: HOW TO SAVE MORE FOR RETIREMENT WATCH ON YOUTUBE Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS Senior Financial Planner Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Financial Planner Tyler Kluge about retirement plan options available to business owners. They compare SIMPLE IRAs, SEP IRAs, and individual 401(k) plans while explaining how contribution limits, business growth, and future hiring plans can influence the right strategy. The conversation also explores profit-sharing contributions, plan flexibility, rollover opportunities, and ways business owners can maximize retirement savings. This episode is part three of BWFA’s Business Owner Series. To learn more about how BWFA can help with your exit strategy, visit our Merger and Acquisitions page. Read Full Description Business owners have several retirement plan options. However, choosing the right one depends on income, savings goals, and future business plans. In this episode of Healthy, Wealthy & Wise, Tessa speaks with BWFA Financial Planner Tyler Kluge about retirement plans designed for business owners. They compare SIMPLE IRAs, SEP IRAs, and individual 401(k) plans, discussing the advantages and limitations of each. Tyler explains why an individual 401(k) may allow some business owners to contribute significantly more toward retirement. In addition, he discusses how employee and employer contributions work together to increase annual savings. The conversation also explores profit-sharing contributions and how hiring employees may affect retirement plan decisions. Furthermore, Tyler explains why business owners should consider future growth before selecting a retirement plan. Finally, they discuss rollover opportunities, plan flexibility, and when it may make sense to transition from one retirement plan to another as a business evolves. Ultimately, selecting the right retirement plan can help business owners maximize tax-advantaged savings as they prepare for retirement. Working with experienced financial professionals can also help ensure your retirement strategy supports both your personal and business goals. This episode is part three of BWFA’s Business Owner Series, which explores business planning, valuation, retirement strategies, and successful business transitions.   Selling Your Business Series Part 1: The Timing Matters More Than You Think Part 2: How Much Is Your Business Worth? Part 3: How to Save More for Retirement

SELLING YOUR BUSINESS: HOW MUCH IS YOUR BUSINESS WORTH? WATCH ON YOUTUBE Brian MacMillan  Managing Director of Mergers and Acquisitions Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Managing Director of Mergers & Acquisitions Brian McMillan about the factors that determine business value and why two companies with similar revenue can have dramatically different valuations. They discuss EBITDA, profitability, leadership teams, and the role buyers play in determining a business’s value. The conversation also explores lifestyle businesses, owner involvement, and how planning can affect both valuation and the ease of a future sale. This episode is part two of BWFA’s Business Owner Series, which examines the planning decisions that influence successful business exits. The Timing Matters More Than You Think To learn more about how BWFA can help with your exit strategy, visit our Merger and Acquisitions page. Read Full Description Determining the value of a business involves more than simply looking at revenue. Profitability, leadership, industry trends, and growth potential can all affect what buyers are willing to pay. In this episode of Healthy, Wealthy & Wise, Tessa speaks with BWFA Managing Director of Mergers & Acquisitions, Brian McMillan, about business valuation and the factors that influence a company’s value. Brian explains how buyers evaluate businesses and why EBITDA plays such an important role in determining value. In addition, he discusses why two businesses with similar revenue may receive very different valuations. The conversation explores industry trends and growth opportunities. It also examines the difference between lifestyle businesses and companies with established leadership teams. Furthermore, Brian explains why owner involvement can affect value and why businesses that operate independently of the owner often attract more buyers. The episode highlights the importance of leadership, profitability, and long-term planning. As a result, these factors can influence the ease of a transaction. They can also affect the amount a buyer is willing to pay. In addition, Brian discusses how leadership teams and owner involvement can affect both value and buyer interest. Businesses that operate independently of the owner often attract more potential buyers and may experience smoother transitions. Ultimately, understanding business valuation can help owners make more informed decisions. More importantly, it can help them prepare for future opportunities and maximize the value they have spent years building. This episode is part two of BWFA’s Business Owner Series. In future episodes, we will explore retirement planning strategies and other considerations that affect business owners and successful transitions.   Selling Your Business Series Part 1: The Timing Matters More Than You Think

This week on The Lazy CEO Podcast, Jane is back with Linda Hammond, co-founder of Quay Australia and founder of OTRA Eyewear, for part two of their conversation. If you haven't listened to PART 1 yet, start there - it's a MUST LISTEN.In this episode, they get into the chapters most founders never talk about. Linda opens up about what it actually felt like to sell a nine-figure business to private equity, why the exit wasn't the finish line she expected, and how she's channelling everything she learned at Quay into building OTRA Eyewear.In this episode, she dives into: The truth about selling a nine-figure business to private equity, and why it's more complicated than it looks from the outside. How the industry has shifted since 1999, and how she's approaching marketing and team building differently with OTRA. What it's really like to build a business with your partner. Connect with us:Follow The Lazy CEO podcast: @thelazyceo_podcast @thelazyceopodStay updated with Jane Lu: @thelazyceoConnect with Linda: @lindamhammondFollow OTRA Eyewear: @otraeyewearSee omnystudio.com/listener for privacy information.

SELLING YOUR BUSINESS: TIMING MATTERS MORE THAN YOU THINK WATCH ON YOUTUBE Brian MacMillan  Managing Director of Mergers and Acquisitions Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Managing Director of Mergers & Acquisitions Brian McMillan about one of the biggest decisions a business owner will face: when to sell their business. They discuss the difference between emotional and financial decision-making, how planning can impact business value, and why many owners wait too long to begin the process. The conversation explores business valuation, financial readiness, and the interplay between personal and market timing. It also serves as the first installment in BWFA’s Business Owner Series, which examines the factors that influence successful business exits and long-term planning. To learn more about how BWFA can help with your exit strategy, visit our Merger and Acquisitions page. Read Full Description Selling a business is often one of the most significant financial decisions an owner will make. However, determining the right time to sell is not always straightforward. In this episode of Healthy, Wealthy & Wise, Tessa speaks with BWFA Managing Director of Mergers & Acquisitions Brian McMillan about business exit decisions. They discuss the factors that influence timing and why planning ahead can make a meaningful difference. The discussion explores the difference between emotional and financial decision-making. Many owners begin considering a sale because of retirement, stress, or changing priorities. However, those who plan several years in advance often position themselves for stronger outcomes. Brian explains how clean financial records can improve buyer confidence. He also discusses the benefits of professional accounting support and long-term preparation. Together, these factors can help maximize business value. The conversation highlights common issues that can complicate a transaction. Examples include personal expenses running through the business and unrealistic valuation expectations. These issues can reduce buyer confidence and slow the process. The episode also covers personal timing versus market timing. In addition, Brian discusses signs that an owner may have waited too long to start planning. He explains why understanding your financial position is important before making a decision. Ultimately, selling a business involves more than finding a buyer. A thoughtful exit strategy can help business owners align their personal goals, financial needs, and long-term plans as they prepare for the next chapter of their lives. This episode is part one of BWFA’s Business Owner Series. Future conversations will explore business valuation, retirement strategies, and other planning considerations that can affect a successful transition.

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 solo episode, I break down the six pillars I use to run Commune Capital today, the operating system I wish I had when we were building Saint Archer, and walk through the three things you have to fight for at the closing table if you're considering  selling a business. I also share a 90 day test that will tell you whether you've built a real company or just a high paying job with a brand attached to it.Vision Pillar Questionnaire - https://we.tl/t-0GbXHpaRCcKydRHb This episode is for founders who are 3 to 5 years in and starting to feel the cracks, founders quietly talking to buyers, and founders who want to stop being the bottleneck in their own business.Inside this episode:• The Saint Archer moment that changed how I build companies• The 6 pillars that may turn a startup into a sellable business• The 8 questions every team should answer the same way• Why “right person, wrong seat” kills businesses• The 3 clauses that matter more than price• The earn out trap that makes founders quit• The 90 day test for real ownershipThis content is for informational purposes only, is not offered as investment advice and should not be deemed as investment advice, and reflects the opinions and projections of COMMUNE as of the date of publication, which are subject to change without notice at any time subsequent to the date of issue. COMMUNE does not represent or warrant that the information presented in this message is accurate, current, or complete or that the estimates, opinions, projections or assumptions made in the message will prove to be accurate or realized.Certain statements reflect projections or expectations of future financial or economic performance of the project. Such “forward-looking” statements are based on various assumptions, which assumptions may not prove to be correct. Accordingly, there can be no assurance that such assumptions and statements will accurately predict future events or the project's actual performance. Past performance is not an indication of future results.This content does not constitute an offer to invest and such offer will only be made by means of an offering document that should be carefully reviewed before determining whether to invest. As with any investment there is a risk of loss, including up to the amount of investment.Neither this message nor its contents should be construed as legal, tax, investment, or other advice. Individuals are urged to consult with their own tax, legal, and investment advisers before making any investment decision.

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

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.  

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.

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.

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.

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.

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.