Todd Sullivan on Mastering Business Exits, M&A Strategy & Creating Post-Sale Wealth | Modern Investing Podcast

Message the HostIn this episode, we sit down with Todd Sullivan, serial entrepreneur and CEO of ExitWise, to explore the art and science of successful business exits. With four successful exits under his belt, Todd shares what most founders overlook—and what makes the difference between a mediocre and a life-changing M&A deal.Todd reveals:Why professional representation is non-negotiable in maximizing valuationHow to prepare your financials and story to stand up to intense buyer scrutinyWhy knowing your “number” (your ideal exit goal) is critical—and how to align it with post-tax, post-sale lifeThe common pitfalls founders make when entering M&A too casuallyHis personal playbook for creating wealth and meaning after the exit“Selling your business is not the finish line—it’s the starting point for the next chapter of your life.”If you're scaling a company, thinking about selling, or planning for long-term wealth after an exit, this episode delivers essential guidance and hard-won insight from one of the top experts in the game.About Todd Sullivan:Todd Sullivan is the founder and CEO of ExitWise, a tech-enabled platform that helps entrepreneurs navigate business exits with expert M&A representation. With experience building and selling four companies, Todd understands the emotional, strategic, and financial complexities of letting go—and doing it well.He created ExitWise to ensure founders no longer enter M&A processes blind. His team assembles custom-fit advisory groups of seasoned M&A professionals to help entrepreneurs get the right deal, with the right partners, at the right time. Todd’s work is trusted by startup founders, private equity firms, and business owners nationwide who are preparing for high-stakes liquidity events.Click Here to Check Out Our Upcoming Online Investing EventsAbout Sidepocket:If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss. That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.To learn more, visit www.sidepocket.com