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The most prolific podcasts for business owners preparing to transition a business. From transition preparedness to tax planning or driving value through operational enhancements; The EXIT is THE podcast that provides real life insights and access to a network of experienced advisors.
Episodes
Sunday Mar 10, 2024
Building The Right Succession Plan For Your Business and Your Family
Sunday Mar 10, 2024
Sunday Mar 10, 2024
Succession planning is the most commonly used phrase business owners and advisors use when talking about preparing for the transfer of ownership. The harsh reality about succession planning is it's seldomly implemented, discussed amongst business partners or shared with family members.
On this episode of The EXIT, we will hear a heartfelt story from George Davidson, Founder of Secura Consultants about how the lack of succession planning impacted his family and how this personal life experience guided him to helping business owners around succession planning.
The episode will cover:
- The most importance elements of building your succession planning
- Tools business owners can use to implement a basic succession plan
- The five D's
- The mindset change of a sick or disabled business partner and the direct conflict
- Types of Buy-Sell Agreements
- Utilizing the right buy-sell structure for you
- The most litigated elements of a buy-sell agreement
- The importance of incorporating a valuation provision and determination of value clause in your agreement.
To contact our guests Georg Davidson, please click: http://linkedin.com/in/georgeprotectmyincome
Wednesday Jan 17, 2024
Are You Sabotaging The Success of Your Business?
Wednesday Jan 17, 2024
Wednesday Jan 17, 2024
This Episode:
For those business owners that sometimes find the journey of being an entrepreneur to be lonely and at times full of self doubt, this is a great episode.
On this episode, we speak with Mark Taylor, Master Chair of VISTAGE on the importance of peer advisory support and identifying/addressing your internal saboteurs. Mark is a CEO that founded and successfully exited a technology company. As a Master Chair for Vistage, the premier executive coaching organization, Mark guides 146 CEOs and leaders across varied industries in NYC. Celebrated for his dedication, he's received the STAR Award for eight consecutive years and in 2022. Mark has a Masters in Leadership, and five coaching certifications, Mark is a Certified Positive Intelligence Coach, a Certified Working Genius Facilitator, and a Tribal Leadership Trainer.
Mission of this Episode:
- Help you identify your self saboteurs.
- Practice the three step process to help eliminate your self saboteurs.
- Break through self sabotage to elevate you and the success of your business.
The EXIT Podcast Business Assessment: https://www.tepodcast.com/EXIT-Readiness-Assessment
Contact Us: https://www.tepodcast.com/Contact-Us
Monday Jan 01, 2024
Navigating Growth: The Blueprint to Building A Successful Growth Plan
Monday Jan 01, 2024
Monday Jan 01, 2024
Planning For Growth in 2024!
As you start off the new year, business planning is an imperative process to the overall success of your business. In November of 2023, I presented at the 2023 Business Owner Summit where I was asked to speak to business owners on the importance of navigating revenue growth. On this episode of the The EXIT Podcast, hear about potential headwinds in 2024 business owners may face and how you can utilize this business planning process to overcome and plan for future headwinds. This episode also covers the six key planning areas to successfully navigate growth. Use this workshop as the framework for your 2024 growth & business plan.
Podcast listeners will also have the ability to go through the 2024 Navigating Growth Workshop. Below, please find the link to register for the Navigating Growth Workshop.
Register For The Navigating Growth Workshop: Navigating Growth Workshop
Sunday Mar 05, 2023
Sunday Mar 05, 2023
On this episode, Brett Dearing and Corey Massella, Managing Director from UHY-Advisors, discusses the importance of conducting a Quality of Earnings on your business before you sell. The key benefits are:
- Having a clear understanding of company financials
- Stress test the revenue trends of your business
- Accurately establish Adjusted EBITDA, Cash Flow and Working Capital
- Have someone that can protect and defend your financials when going through a due diligence process.
The podcast covers the key reasons of conducting a Quality of Earnings while covering the benefits and impact to business valuations.
Tuesday Nov 09, 2021
The EXIT: CEO Founder Perspective With CEO Founder Greice Murphy
Tuesday Nov 09, 2021
Tuesday Nov 09, 2021
On this special edition of The EXIT, hear from our guest, CEO, and Founder, Greice Murphy talk about her journey as a business owner leaving her native country of Brazil at 23 years old and starting one of the fastest-growing healthcare companies in the U.S. with over 13,000% growth over 10 years, 79% client retention and a 95% positive customer experience.
Greice will also walk us through her personal experience of selling her business from LOI to Close with a private equity company, what she learned and what she would do differently.
Greice was the recipient of the Ernest & Young Entrepreneur Of The Year Award and Inc 5000's Hall of Fame Award.
Don't miss this great episode and please share the podcasts with business owners.
Monday Aug 30, 2021
How Cyberattacks Can Impact The Sale Of Your Business
Monday Aug 30, 2021
Monday Aug 30, 2021
Is your business being used as a trojan horse by cyber attackers to attack larger businesses, clients or service providers. On this episode our guest, Deborah Nitka, Manager at CohnReznick will discuss the fundamentals of building a functional cyber strategy for your business. Most importantly, we will also discuss how cyberattacks can reduce the value of your business and impact your ability to sell.
Other topics discussed on this episode:
- What business owners should focus on when protecting the company's valuable data
- Public resources you can use to start the process of building your cyber plan
- How buyers perceive cyberattacks
- The importance of building and implementing a cyber strategy before entering a sale-side due diligence process
- The discloser requirements for a company that has been breached
- The steps needed to begin the process of creating a cyber security plan
Are you thinking about the sale of your business? Find out what may be keeping you and your business from being prepared: https://www.tepodcast.com/EXIT-Quick-Assessment
Please be sure to assist a business owner by sharing the THE EXIT Podcast: https://www.tepodcast.com/home
To learn more about this episode contact us at: https://www.tepodcast.com/Contact-Us
Sunday Aug 08, 2021
Increasing Net Proceeds Begins Before The Sale
Sunday Aug 08, 2021
Sunday Aug 08, 2021
Many business owners lose the opportunity to maximize net proceeds from the sale of their business by not following this fundamental rule. On this episode of The EXIT, you will hear from Tom Theurkauf, Partner at Sun Valuation on the importance of conducting a third party valuation as the foundation of your tax planning strategy. Brett and Tom will discuss the key components of a valuation and how the valuation process increases net proceeds.
In this episode, Brett and Tom will discuss:
- The difference between an estate and M&A valuation
- The key components of a valuation
- When you should have a valuation conducted
- Stories of owners losing millions in value appreciation by not having a valuation
To learn more about the podcast, click on this link: https://www.tepodcast.com/home
Monday Jul 26, 2021
How To Build A Successful Private Equity Partnership For Growth
Monday Jul 26, 2021
Monday Jul 26, 2021
Today business owners leave 15% to 25% of their business value on the negotiating table when exiting a business.
On this episode of THE EXIT you will hear from Steven Flyer, Partner at AUA Private Equity Partners about what business owners should focus on when thinking about formalizing a private equity partnership for growth. Steven will share his insights on:
- The State of M&A
- Utilizing a private equity partnership for growth
- The foundational framework of a private equity partnership
- Red flags business owner should look for when entering into a private equity partnership
- The difference between a financial partner and a strategic partner
- What areas of your business needs preparation before looking for a financial partner
Contact Steven Flyer: https://auaequity.com/team/steven-flyer/
Contact THE EXIT Podcast: https://www.tepodcast.com/
Wednesday Jun 16, 2021
The Importance of Exit Planning: Sobel Interviews Brett Dearing On Business Preparedness
Wednesday Jun 16, 2021
Wednesday Jun 16, 2021
Exit Planning for business owners is the first defense to loosing enterprise value heading into a transaction. On this episode, Brad Muniz from Sobel Accounting reverses the tables and interviews Brett Dearing on the importance of preparedness before a sale. In this episode, Brett also covers:
- Why exit planning is important
- Who should be on your transitions team
- The pitfalls of not being prepared
- Buyer types and differences in terms and relationship
Please add your comments on the podcast episode. Also, please email us at info@tepodcast.com to share your thoughts on topics you want to hear on the Exit.
Visit us at www.tepodcast.com
Friday Jun 11, 2021
What Transaction Factors Can Keep You From Selling Your Business
Friday Jun 11, 2021
Friday Jun 11, 2021
Many business owners are approached by interested buyers about the prospects of selling there business. At that moment it is too late to prepare your business for maximum value. In this episode, listen to some of the top transaction or deal killers that can present too much risk for an interested buyer. How does owner reliance, dated operations, and lack of transparency into sustainable revenue alarm buyers and detract from the value of your business.