EPISODE · May 5, 2026 · 27 MIN
Turnaround Expert: The KPIs, Cash Flow Habits & Exit Gaps No One Talks About | (#58)
from Exit Algorithms · host Peter Vera
Do you own a transportation or 3PL business doing $3M or more in revenue? Visit www.bizexitgrow.com to find out how we can help you grow, scale, and exit at maximum value.Cash flow management, KPIs, internal controls, and why a profitable business can still tank in due diligence. Yoav Cohen, certified M&A advisor, managing partner at NYC Advisors, and veteran of over 40 industries as a CFO, COO, and CEO, joins Exit Algorithms to break down exactly what distressed businesses get wrong and what every business owner should be doing years before they sell.Yoav has spent 25 years stepping into crisis situations for companies referred by their lenders, stabilizing operations, and preparing businesses for high-value exits. His perspective is grounded, blunt, and packed with real examples.We cover:– Why most distressed companies share the same three problems: no budget, no KPIs, and no written processes– The 13-week cash flow model and why it exists to help the owner, not the bank– How a $70 million company was quietly losing money on its best customers for years because nobody measured cost by product– Why profitable businesses still get discounted by buyers when they have no KPIs or internal controls– The compliance traps that kill deals in due diligence: unregistered states, unpaid sales tax, and lapsed annual filings– Why you should start preparing for your exit two to three years early and what an advisor like Yoav does during that window– How BlackRock cut their investment story prep time from four to five weeks down to a few hours using AI– How a food distributor used ChatGPT to reverse-engineer restaurant menus and create a smarter sales pitch– Yoav's practical tip: there is no single ingredient that transforms a business. You need all of it working together.Connect with Yoav at nycadvisors.com.Ready to grow and plan your exit? Visit www.BizExitGrow.com.Related episodes:– Ep. 57: Wealth Structuring, Trusts & Legacy Planning with Tyler Osborne– Ep. 56: Private Equity, M&A & Why 66% of Deals Destroy Value with Scott Estill00:00 Intro: Meet Yoav Cohen, managing partner at NYC Advisors01:08 From Citibank and Bankers Trust to 25 years of turnarounds02:52 Why broad industry experience helps more than deep specialization04:17 When does a business need an interim executive vs. a fractional one06:56 First steps when entering a distressed company08:30 Why owners don't listen to their employees and why it costs them10:00 The 13-week cash flow model and why it is for the owner first14:24 Preparing to exit with a two to three year runway16:15 KPIs, audits, and what buyers notice when they're missing17:32 Compliance traps that kill deals: unregistered states and unpaid sales tax19:34 Why internal due diligence two years out changes everything21:42 How Yoav uses AI and what BlackRock does with it24:03 Real use case: reverse-engineering restaurant menus with ChatGPT25:39 Yoav's tip: no single fix makes a business valuable, it takes everything#ExitAlgorithms #MergersAndAcquisitions #BusinessTurnaround #ExitPlanning #CFOInsights #KPIs #CashFlow #ScaleSmarter #SellStronger #BusinessExit
What this episode covers
Do you own a transportation or 3PL business doing $3M or more in revenue? Visit www.bizexitgrow.com to find out how we can help you grow, scale, and exit at maximum value.Cash flow management, KPIs, internal controls, and why a profitable business can still tank in due diligence. Yoav Cohen, certified M&A advisor, managing partner at NYC Advisors, and veteran of over 40 industries as a CFO, COO, and CEO, joins Exit Algorithms to break down exactly what distressed businesses get wrong and what every business owner should be doing years before they sell.Yoav has spent 25 years stepping into crisis situations for companies referred by their lenders, stabilizing operations, and preparing businesses for high-value exits. His perspective is grounded, blunt, and packed with real examples.We cover:– Why most distressed companies share the same three problems: no budget, no KPIs, and no written processes– The 13-week cash flow model and why it exists to help the owner, not the bank– How a $70 million company was quietly losing money on its best customers for years because nobody measured cost by product– Why profitable businesses still get discounted by buyers when they have no KPIs or internal controls– The compliance traps that kill deals in due diligence: unregistered states, unpaid sales tax, and lapsed annual filings– Why you should start preparing for your exit two to three years early and what an advisor like Yoav does during that window– How BlackRock cut their investment story prep time from four to five weeks down to a few hours using AI– How a food distributor used ChatGPT to reverse-engineer restaurant menus and create a smarter sales pitch– Yoav's practical tip: there is no single ingredient that transforms a business. You need all of it working together.Connect with Yoav at nycadvisors.com.Ready to grow and plan your exit? Visit www.BizExitGrow.com.Related episodes:– Ep. 57: Wealth Structuring, Trusts & Legacy Planning with Tyler Osborne– Ep. 56: Private Equity, M&A & Why 66% of Deals Destroy Value with Scott Estill00:00 Intro: Meet Yoav Cohen, managing partner at NYC Advisors01:08 From Citibank and Bankers Trust to 25 years of turnarounds02:52 Why broad industry experience helps more than deep specialization04:17 When does a business need an interim executive vs. a fractional one06:56 First steps when entering a distressed company08:30 Why owners don't listen to their employees and why it costs them10:00 The 13-week cash flow model and why it is for the owner first14:24 Preparing to exit with a two to three year runway16:15 KPIs, audits, and what buyers notice when they're missing17:32 Compliance traps that kill deals: unregistered states and unpaid sales tax19:34 Why internal due diligence two years out changes everything21:42 How Yoav uses AI and what BlackRock does with it24:03 Real use case: reverse-engineering restaurant menus with ChatGPT25:39 Yoav's tip: no single fix makes a business valuable, it takes everything#ExitAlgorithms #MergersAndAcquisitions #BusinessTurnaround #ExitPlanning #CFOInsights #KPIs #CashFlow #ScaleSmarter #SellStronger #BusinessExit
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Turnaround Expert: The KPIs, Cash Flow Habits & Exit Gaps No One Talks About | (#58)
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