THE EXIT PODCAST

The Importance of Exit Planning: Sobel Interviews Brett Dearing On Business Preparedness

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:

1.  Why exit planning is important
2. Who should be on your transitions team
3. The pitfalls of not being prepared
4. Buyer types and differences in terms and relationship

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What Transaction Factors Can Keep You From Selling Your Business

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.

Preparing Your Growth Plan For 2021

In this podcast, host Brett Dearing and Stephen King, Founder of GrowthForce have an in depth discussion about the mistakes business owners make around growth planning and utilizing Key Performance Indicators (KPI's).  They also share real examples of success by business owners that incorporate customized KPI's for GROWTH! 

 

 

Has The Pandemic Impacted Your Ability To Sell?

2020, to say the least has been one of the most challenging years for business owners. Owners who were thinking about selling in 2019 but waited  in the hopes of capturing a higher valuation, negotiate better deal terms or just thought they had more time, were hit with a global pandemic, recession, contentious election year, and possible tax policy changes if Vice President Biden becomes the 46th United States President. Where is the silver lining and what should be the focus for 2021?

Listen to Bruce Altman, Managing Director at Eureka Capital talk about how the pandemic has impacted values and owners ability to sell.

How to Have The Family Governance Conversation Around Wealth Transfer

Listen to this telling discussion with Susan Schoenfeld, CEO and founder of Wealth Legacy Advisors LLC. On this podcast Susan will discuss the challenges business owners face dealing with multi-generational wealth and the tricky conversations around wealth transfer.

Susan is a self-described “recovering” Attorney and CPA with deep experience as an advisor to families and family offices on the human issues of wealth, including generational legacy and wealth transfer. After leaving Trusts & Estates law, she ran the trust administration department for 14 years at a white-shoe ultra-high net worth trust company, and then was Family Ambassador for a $600 million single family office. Susan’s passion is helping families — and their provider organizations — with the tools to take them to their full potential.

Top Concerns Business Owners Have About Phase 2 Reopening

In this brief overview you will hear about some of the concerns shared by business owners in regards to the Phase 2 re-opening. Insperity surveyed over 3000 of their business owner payroll and benefits clients about what they are concerned about during the relaunch. You will notice that majority of the concerns were focused on re-establishing business revenues to pre-pandemic and how to grow revenues moving forward. Business owners also shared their concern about keeping staff safe and mentally engaged. If you have any questions, feel free to contact us: info@busownxchange.com

Is Your Business Sellable or Attractive to Potential Buyers?

Many business owners run their businesses without an exit in mind. Then when the time comes to sell, they find out the way they've been running their company is not attractive to perspective buyers and if there are interested buyers they will on transact  at a deep discount to market value.

What is the reasoning for perspective buyers wanting to discount the value of your business at sale: Because  the buyer perceives more risk than value in ownership or investment of the company. The embedded risk plays out in the viability of transitioning ownership of your company. One statistic you should be now:

1. 80% of businesses up for sale annually DO NOT sell  
2. Perceived  risk in your business equals DISCOUNT to the Enterprise Value of your business at sale

For more information contact us at info@busownxchange.com 

Start Off 2018 Understanding How Exit Planning Can Increase The Value Of Your Business

Happy 2018! Not sure how Exit Planning can benefit you as an owner or your business. Listen to this brief 16 minute podcast from host, Brett Dearing on how he utilizes his proprietary process and exit planning to unlock the value in your business and build a more efficient and profitable business. Regardless if your selling or looking to grow your business exit planning will provide direct benefit to you as an owner.

Preparing Your Business For Growth: Finding The Right Financial Partner (Private Equity)

On this episode of The-EXIT Podcast listen to Will Dowden, Partner at KLH Capital discuss the importance of finding the right financial partnership to grow your business. Will and Brett Dearing, Certified Exit Planning Advisor will also discuss current trends in the Private Markets as well as offer real examples of partnerships, growth strategies and how business owners can maximize the Enterprise Value of their business. This is a must listen!!

The Foundation of Your Exit Strategy Begins With Tax Planning

This podcast focuses on understanding the importance of having a sound tax planning foundation before you sell your business. Listen to Deirdre Wheatley-Liss from Porzio, Bromberg & Newman. Listen to Deirdre speak about ensuring you have the proper structure set up for the sale. Also, she shares insights on how not having the appropriate contracts to cost you millions. Finally, for those that wondering how the new proposed tax reform can impact you, your business and the sale of your business, Deirdre and Brett offer some preliminary insights.