ExitReadiness®️ PODCAST

Finding and keeping great employees has become one of the biggest challenges facing business owners today. Recruiting is more competitive, turnover is more costly, and leading a multigenerational workforce requires a different approach than it did just a decade ago. While much has been written about Generation Z, the real opportunity isn't simply understanding a generation—it's understanding how the workplace is changing and what that means for building stronger, more valuable businesses.In this episode, Pat Ennis and Walter Deyhle welcome Danielle Verderosa, Founder and President of HR Allies, for a practical conversation about recruiting, retaining, and engaging Generation Z employees. Drawing on more than 25 years of executive Human Resources leadership, Danielle explains why effective people strategies are not simply HR initiatives—they're competitive advantages that strengthen leadership, improve organizational performance, and increase business value. Whether you're struggling to attract younger talent, reduce turnover, or build a leadership team that allows your business to thrive without you, this episode offers practical insights every business owner can apply.Guest: Danielle Verderosa | Founder & President, HR Allies Danielle Verderosa is the Founder and President of HR Allies, where she serves as a trusted Executive HR Advisor to owners of growing privately held businesses across the United States. With more than 25 years of executive Human Resources leadership experience, she helps founder-led companies become more operationally effective, profitable, and less dependent on the owner by strengthening recruiting, leadership, employee retention, workplace culture, compliance, and organizational structure.Connect with Danielle: https://www.linkedin.com/in/daniellemverderosa/ | https://hrallies.com/ ─────────────────────────────────────────Ready to assess your own exit readiness? Take the free ExitReadiness® DIY™ Assessment at exitreadiness.com Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/ Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/ ─────────────────────────────────────────Building your exit plan at your own pace? Explore ExitReadiness® DIY™ at exitreadiness.com. The platform combines proven frameworks, practical tools, assessments, and educational resources designed to help business owners make better decisions, build more valuable and transferable businesses, and create more options for the future. And when judgment and experience matter most, credentialed exit planning professionals are available to help. ───────────────────────────────────────── DISCLAIMER: The information presented in this podcast is provided for educational purposes only. Neither the presenters nor ENNIS Legacy Partners are engaged to render legal, accounting, tax, or other professional services. Consult a qualified professional regarding your specific circumstances. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation. ───────────────────────────────────────── Ready to assess your own exit readiness? Take the free ExitReadiness® DIY™ Assessment at exitreadiness.com  ───────────────────────────────────────── Building your exit plan at your own pace? Explore ExitReadiness® DIY™ at exitreadiness.com. The platform combines proven frameworks, practical tools, assessments, and educational resources designed to help business owners make better decisions, build more valuable and transferable businesses, and create more options for the future. And when judgment and experience matter most, credentialed exit planning professionals are available to help. Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Most business owners understand the importance of attracting and retaining talented employees. What many fail to appreciate is how much risk can be concentrated in just one or two key individuals. Whether it's a top salesperson, lead engineer, operations manager, or other critical team member, the sudden loss of a key employee can create significant disruption to revenue, customer relationships, operational continuity, and future growth plans. In some cases, it can materially reduce the value of the business itself.In this episode, Pat Ennis and Walter Deyhle are joined by Mark Gage to discuss one of the most overlooked areas of business risk management: identifying and protecting key employees. The conversation explores how business owners can assess their exposure to key person risk, understand the role of insurance in mitigating that risk, and implement strategies that protect both the business and its stakeholders.This discussion is especially relevant for founder-led businesses where significant knowledge, customer relationships, or operational expertise may be concentrated in just a few individuals.In This Episode, We Discuss:What defines a "key employee" from a risk management perspectiveHow to identify the employees whose loss would create the greatest disruptionWhy many business owners underestimate key employee riskThe financial and operational consequences of losing a key employeeHow Key Person Insurance works and when it should be consideredDetermining the appropriate amount of insurance coverageCommon misconceptions surrounding Key Person InsuranceHow buyers evaluate key employee risk during due diligenceStrategies for reducing dependency on critical employeesWhy protecting key employees is an important component of exit planningGuest:Mark Gage, CLUVice President | Northeast BrokerageMark has worked in the insurance industry for more than 30 years and specializes in succession planning, estate planning, life insurance contract analysis, and impaired risk underwriting. A Certified Life Underwriter through The American College, Mark works with insurance professionals and their clients to identify appropriate life, disability, and long-term care insurance solutions while representing more than 30 insurance carriers.Connect with Mark: https://www.linkedin.com/in/mark-gage-clu-a48b7a7/  ─────────────────────────────────────────Ready to assess your own exit readiness? Take the free ExitReadiness® DIY™ Assessment at exitreadiness.com.Learn more about working with Pat and Walter at ennislp.com─────────────────────────────────────────Trying to build your exit plan yourself?ExitReadiness® DIY™ provides a proven framework with tools, assessments, and educational resources designed to help business owners make better decisions and create more options for the future. And when judgment and experience matter most, credentialed exit planning professionals are available to help.Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Most business owners understand the importance of confidentiality during a sale process. What many do not fully appreciate is just how fragile that confidentiality can be once the business is taken to market. A single conversation, unusual document request, or shift in behavior can create concern among employees, uncertainty among customers, and speculation among vendors or competitors. And once uncertainty enters the picture, business value can begin eroding long before a transaction ever closes. In this episode, Greg Kovsky joins Pat Ennis and Walter Deyhle to discuss how business owners can explore a sale while protecting the relationships and stability that make their company valuable in the first place. Drawing on more than three decades of M&A experience and over 300 completed transactions, Greg shares practical insights into confidentiality, buyer screening, information control, and the realities of taking a business to market without creating unnecessary disruption. Whether you're considering a sale in the near future or simply want to understand how the process works, this conversation provides valuable perspective on preserving trust, protecting value, and maintaining leverage throughout the transaction process. In This Episode, We Discuss:What "selling in stealth mode" actually means in practiceWhy confidentiality is critical to preserving business valueCommon mistakes that unintentionally expose a sale processHow experienced advisors screen potential buyersThe role and limitations of non-disclosure agreements (NDAs)When employees, customers, and vendors should be informedHow to protect key relationships during due diligenceWhat a well-managed confidential sale process looks likePractical advice for owners considering a future saleGuest Gregory KovskyPresident & CEO, International Business Associates (IBA) Greg is President & CEO of International Business Associates, the Pacific Northwest's oldest and largest business brokerage firm. With more than 30 years of experience as an M&A intermediary, he has facilitated over 300 transactions involving privately held companies and family businesses across multiple industries, typically ranging from $1 million to $30 million in enterprise value. He is also a published author, seminar speaker, and advocate for entrepreneurship. Connect with Greg (Insert website and contact information)  ───────────────────────────────────────── Trying to build your exit plan yourself? ExitReadiness® DIY™ provides a proven framework, AI-powered tools, assessments, and practical guidance to help you increase business value, prepare for a future transition, and make more informed decisions. When you need additional expertise, credentialed exit planning professionals are available to help you navigate the issues that matter most.  Check it out at exitreadiness.com.Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Most business owners know their company depends heavily on them. Fewer understand how much that dependency impacts transferable value, scalability, leadership continuity, and long-term optionality. In this episode, Laurie Barkman joins Pat Ennis and Walter Deyhle to discuss three practical actions owners can begin taking now to reduce owner dependency and build businesses that are more scalable, transferable, and valuable. The conversation focuses on the tension many founders experience: building something successful while unintentionally remaining at the center of every important decision. A business that cannot function without the owner may still produce strong income—but it becomes significantly harder to transfer, sell, or scale with confidence. This episode explores how owners can begin stepping back intentionally while strengthening the business at the same time. In this episode, we cover:Why owner dependency reduces transferable business valueThe hidden risks of being central to every decision and relationshipHow leadership teams gain confidence and accountabilityPractical ways to create operational independenceWhy scalable businesses create greater freedom and optionality for ownersThe connection between self-sustaining companies and stronger exit outcomesGuest: Laurie Barkman — Growth Strategist, Certified Exit Planner, M&A Advisor, Author, and Founder of The Business Transition Sherpa® Laurie helps engineering, architecture, and design services firm owners build scalable, self-running businesses that create more time, freedom, and long-term value. She is the author of The Business Transition Handbook and host of the award-winning Succession Stories podcast. Connect with Laurie:Website: Laurie Barkman WebsiteBook: The Business Transition HandbookSuccessor Assessment: Successor Assessment SurveyLinkedIn: Laurie Barkman on LinkedInYouTube: Laurie Barkman YouTube Channel ─────────────────────────────────────────Ready to assess your own exit readiness? Take the free ExitReadiness® DIY™ Assessment at ExitReadiness® DIY™ Learn more about working with Pat and Walter at ENNIS Legacy Partners Connect with Pat: Pat Ennis LinkedIn Connect with Walter: Walter Deyhle LinkedIn───────────────────────────────────────── DISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

AI is quickly moving beyond experimentation and becoming part of how buyers evaluate operational maturity, scalability, and future growth potential. But not every use of AI increases business value. In many cases, owners are implementing tools without a clear strategy, measurable impact, or understanding of what sophisticated buyers are actually looking for. In this episode, Janet Waring, CEO of ArtForm Agency, joins Pat Ennis and Corby Megorden to discuss how AI is beginning to influence valuation conversations—from operational efficiency and market intelligence to scalability and decision-making. The conversation focuses on practical application rather than hype, helping owners think more strategically about where AI fits within long-term value creation and exit planning. This discussion is particularly relevant for owners trying to determine whether AI is simply a productivity tool—or an emerging factor in how businesses are evaluated, differentiated, and ultimately valued. **In this episode, we cover:** * What separates meaningful AI implementation from experimentation * How buyers and private equity groups may evaluate AI capabilities * Where AI can improve operational scalability and efficiency * Risks associated with fragmented or poorly integrated AI adoption * Practical starting points for owners planning an exit within the next few years * Why thoughtful AI strategy may increasingly influence transferable value Guest: Janet Waring, Co-Founder & CEO, ArtForm Agency ArtForm Agency combines strategy, creativity, and data science to help organizations scale through AI enablement, market intelligence, and performance-driven marketing strategies. Janet brings more than 25 years of experience in business development, audience research, positioning, and data-driven growth strategy. Connect with Janet: artformagency.com ─────────────────────────────────────────Ready to assess your own exit readiness? Take the free ExitReadiness® DIY™ Assessment at exitreadiness.com Learn more about working with Pat and Walter: ennislp.com You can also access free exit-related assessments and educational resources at ennislp.com. ───────────────────────────────────────── Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Business partnerships are at the center of many of the most complex exit planning decisions an owner will face — whether navigating a sale to key employees, a family transfer, or simply trying to keep a co-ownership relationship healthy enough to survive a transition. AI can help organize information, surface patterns, and even simulate dialogue. But when it comes to the deeply personal, relational, and often emotionally charged work of partner negotiations, there are limits to what technology can do alone. David Gage, Ph.D. — clinical psychologist, mediator, founder of BMC Associates, and creator of The Partnership Charter — rejoins Pat and Walter for this episode in the AI & Exit Planning Series to explore exactly where AI can add genuine value in sensitive partner discussions, and where the irreplaceable judgment of a trained human professional is essential. A conversation that is both timely and practically useful for any business owner navigating co-ownership complexity on the road to exit.Guest: David Gage, Ph.D. — Founder, BMC Associates | Author, The Partnership Charter | Founder, The Partnership Charter Institute Connect with David: bmcassociates.com Learn more about our ExitReadiness® DIY™ platform at exitreadiness.com.DISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation. Two things to confirm before publishing: air date and duration. Also worth noting — this is a returning guest and an alliance partner, so you may want to reference the Partnership Charter platform subscription your firm uses in the show notes or episode description if you haven't already done so in prior David Gage episodes.Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

The statistics are sobering: 75% of business owners report being unhappy within one year of exiting their business. For owners who have spent decades finding purpose, identity, and meaning in their work — serving employees, customers, and their communities — the transition out can feel like a loss that no financial plan anticipated. This episode is part of the ExitReadiness® NEXT ACT Series, a dedicated series on planning for life after the business. David Young, Founder and Managing Member of David K. Young Consulting, LLC, brings more than five decades of business leadership and over 40 years in employee benefits and retirement planning to this deeply personal conversation. A Certified Employee Benefit Specialist (CEBS) through the Wharton School and IFEBP, and a Texas-based nationally recognized retirement plan consultant, David also brings a rich life outside of work — including Civil Air Patrol leadership and humanitarian aviation serving veterans and underserved communities near the Texas-Mexico border.He is precisely the kind of guest who can speak authentically to what a purposeful next act looks like, and how to begin building it before you exit. Pat and Joe Markovitch explore with David what owners need to think about — and do — now, so that the business exit they've worked toward becomes the launching pad for a fulfilling chapter, not a loss they weren't prepared for.Guest: David Young, MPA, CEBS — Founder & Managing Member, David K. Young Consulting, LLC Connect with David: dkyoung.comConversations that move you closer to a regret-proof exit.   Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

For many family business owners, the succession question is more complicated than it looks — especially when some family members want to stay involved, others don't, or there's simply no heir apparent willing or able to take the reins. An Employee Stock Ownership Plan can bring remarkable clarity to exactly these situations. Kelly O. Finnell, J.D., CLU, AIF®, President of EFS ESOP Consultants and one of the nation's foremost ESOP authorities, joins Pat, Walter, and Corby to explore how ESOPs can serve as a powerful and often underutilized tool in family business succession planning. With more than 40 years helping business owners design and execute ESOPs — and author of the preeminent guide The ESOP Coach: Using ESOPs in Ownership Succession Planning — Kelly brings unmatched depth to this conversation. He covers the general parameters for when an ESOP makes sense, the specific benefits in a family business context, how ESOPs can minimize taxes while maximizing shareholder legacy, and why owners with no clear successor should be looking hard at this option.Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Most owners focus on growing value but give far less attention to how that value will ultimately be taxed. The result is often a successful sale that delivers far less than expected. In this episode, tax attorney Ed Cotney joins Pat and Walter to walk through how thoughtful tax planning changes outcomes—not just at closing, but years in advance. This conversation brings clarity to where tax strategy should begin, how deal structure influences net proceeds, and why waiting too long limits your options. In this episode, we cover:Why tax planning is a pre-sale strategy, not a year-of-sale exerciseCommon structural mistakes that reduce after-tax proceedsHow different exit paths (sale, ESOP, transfer) impact tax outcomesWhat owners should be doing now to preserve flexibility laterGuest: Ed Cotney, Tax AttorneyConnect with guest: https://www.linkedin.com/in/edward-cotney-14552412/ Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

ESOPs are often discussed in theory, but far less often understood through lived experience. In this episode, Tim Rettig shares what it actually looks like to transition a business to employee ownership—and what it requires from the owner before, during, and after the transaction. This conversation highlights the alignment between values, legacy, and structure, while also addressing the operational and financial realities that make an ESOP work. In this episode, we cover:What makes a company a strong ESOP candidateThe cultural and leadership implications of employee ownershipTradeoffs between ESOPs and third-party salesLessons learned from completing and living through the transitionConnect with guest Tim Retting: https://www.linkedin.com/in/timrettig/“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Buying a business for the first time is exciting — and overwhelming. The due diligence process can trigger analysis paralysis that kills deals that should close. In this episode, M&A attorney Michael Mercurio of Offit Kurman joins Pat and Walter to walk through what due diligence actually looks like from both sides of the table, what first-time buyers consistently get wrong, and how to stay focused on the risks that truly matter without getting lost in the ones that don't.Guest: Michael N. Mercurio, Esq., Principal and Chair, Business Law & Transactions Practice Group, Offit KurmanConnect with guest: offitkurman.com/michael-mercurio“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

If you're running on EOS® but struggling to execute, you may be missing the Integrator role — the person who translates the Visionary's vision into traction. Dave Lokos, CEPA, CBEC of ExitWell Advisors joins Pat and Walter to explain what a Fractional EOS Integrator actually does, how it differs from an EOS Implementer, and why getting this role right has a direct impact on the transferable value of your business.Guest: Dave Lokos, CEPA, CBEC, ExitWell AdvisorsConnect with guest: linkedin.com/in/davelokos/“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Most business owners fund their buy-sell agreements with life insurance — but what happens when a partner becomes disabled rather than dying? In this episode, Mark Gage joins Pat and Walter to discuss disability buyout coverage: what it is, why it's so frequently overlooked in partnership planning, and the costly gaps it leaves in even well-intentioned buy-sell agreements. If you have a business partner, this episode may be the most important planning conversation you've heard.Guest: Mark Gage [verify title and firm before publishing]Connect with guest: https://www.linkedin.com/in/mark-gage-clu-a48b7a7/“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Section 1202 of the tax code allows qualifying small business stockholders to exclude up to 100% of capital gains on the sale of their stock — one of the most powerful and underused tax tools available to business owners. In this episode, Pat and Walter break down the key qualifications for Section 1202, what it means for exit planning strategy, and how business owners should be thinking about this provision when structuring their exit.“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

AI is changing how advisors work and how business owners prepare for exit — but what does it mean specifically for the exit planning profession? John F. Dini, one of the nation's most recognized exit planning authorities and founder of ExitMap®, joins Pat and Walter to share his initial take. With over 25,000 hours of direct coaching experience with business owners, John offers a grounded, nuanced view of where AI genuinely helps and where the human advisor remains irreplaceable.Guest: John F. Dini, CExP, CEPA, CBEC, President, MPN Inc. | Founder, ExitMap®Connect with guest: johnfdini.com“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Growing revenue is only half the equation — businesses that can't control costs ultimately destroy the value they're working to build. Duane Deason, CPA, MBA, founder of The Efficacy Group and author of Operationally Svelte, joins Pat and Walter to explain why cost management is a transferable value driver, how most companies get it wrong, and what a proper Cost Management Center looks like inside a privately held business. A timely conversation for any owner thinking about what a buyer will see. Guest: Duane Deason, CPA, MBA, Founder & President, The Efficacy Group | Author, Operationally Svelte Connect with guest: efficacygroup.com“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

What happens after you sell? Andrew Walen built and exited multiple mental health companies — including The Body Image Therapy Center and DUDE Mental Health — before reinventing himself as the owner of School of Rock Pikesville. In this candid conversation, Andrew shares what the post-exit identity shift actually feels like, how he navigated the emotional side of leaving a business he'd built, and what he wishes he'd known before signing on the dotted line. A must-listen for any owner who wonders what comes next. Guest: Andrew Walen, LCSW-C, Owner, School of Rock Pikesville | Founder, DUDE Mental Health Connect with guest: linkedin.com/in/andrewwalen/“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

AI can feel overwhelming for business owners who didn't grow up in the tech world — but it doesn't have to be. Nick Damoulakis, CEO of Orases and a recognized thought leader in digital transformation, joins Pat and Walter to cut through the noise. Nick explains what AI actually is in practical terms, where it creates real leverage for small and mid-sized businesses, and how owners should be thinking about AI adoption as both a value driver and an exit planning consideration.Guest: Nick Damoulakis, CEO & President, OrasesConnect with guest: orases.com“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

What does exit planning look like on a global scale — and what can American business owners learn from advisors in other markets? Dr. Craig West, founder of Succession Plus, Australia's largest exit planning firm, and creator of the acclaimed 21-step exit planning process, joins Pat and Walter to share hard-won insights from advising more than 800 business owners across four continents. A Doctor of Business Administration whose doctoral thesis focused on exit planning research, Craig brings both academic rigor and real-world experience to this conversation — and a perspective that challenges conventional wisdom about why owners exit and what truly drives their decisions.  Guest: Dr. Craig West, DBA, CEPA, Founder & Chairman, Succession Plus | Founder, Capitaliz Connect with guest: linkedin.com/in/craigwest/“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Selling a business is one thing. Knowing what comes next — and actually moving forward — is another. Patti Julber spent 21 years building her business before deciding it was time to sell. In this candid conversation, Patti shares what the process of letting go actually felt like, the emotional and identity challenges that surprised her most, and the lessons she wishes she'd known before starting the process. An honest, personal account that goes well beyond the transaction — and speaks directly to the 75% of owners who report being unhappy within a year of exiting.  Guest: Patti Julber, Business Owner | Post-Exit AdvisorConnect with guest: linkedin.com/search/results/all/?keywords=Patti%20Julber“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Most business owners know they want to exit someday — but far fewer have taken the steps to ensure their company's future is actually in their control when that day comes. Tim Van Mieghem, co-founder of The ProAction Group and operating partner at The Peakstone Group, has spent decades helping middle-market companies identify the operational gaps that destroy deal value at the worst possible moment. In this episode, Tim talks with Pat and Walter about what buyers really look for, why operational performance separates the businesses that transact at premium multiples from those that don't, and how owners can start taking control of their company's future before it's too late. Guest: Tim Van Mieghem, CPA, Co-Founder & Partner, The ProAction Group | Operating Partner, The Peakstone GroupConnect with guest: linkedin.com/in/tim-van-mieghem-5ba91b/“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Running on EOS® didn't just make Dave Lokos's business more efficient — it made it more sellable. In this episode, Dave joins Pat and Walter to share his first-hand account of how implementing the Entrepreneurial Operating System transformed his company's operations, built the kind of leadership independence that buyers pay a premium for, and ultimately contributed to a successful exit at maximum value. A CEPA and CBEC himself, Dave brings both the owner's perspective and the advisor's lens to a conversation that every EOS company owner should hear.  Guest: Dave Lokos, CEPA, CBEC, ExitWell AdvisorsConnect with guest: linkedin.com/in/davelokos/“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Business owners spend years building value — but many are unknowingly exposed to risks that could wipe out personal assets when a claim or lawsuit hits at the wrong moment. Bryan Aguirre, Partner at Capital Insurance Partners and a recognized top producer in the Washington D.C. region, joins Pat and Walter to cut through the confusion around personal and commercial insurance coverage. Bryan explains the exposures most business owners don't know they have, what proper protection actually looks like, and why getting insurance right is a critical — and often overlooked — component of protecting the value you've worked to build.  Guest: Bryan Aguirre, SBCS, Partner, Capital Insurance PartnersConnect with guest: capitalinspartners.com“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

For business owners with charitable intent, the way you structure your exit can dramatically amplify — or diminish — your philanthropic impact. Lisa Heller, CPA, a nonprofit tax authority at GRF CPAs & Advisors with more than 25 years of experience working with tax-exempt organizations, joins Pat and Walter to explain how Donor Advised Funds and private foundations can be powerful tools when selling or transferring a business. Lisa breaks down the differences between these vehicles, how timing and structure affect your tax outcomes, and why integrating charitable planning into your exit strategy is something every philanthropically minded owner should consider well before the transaction.  Guest: Lisa Heller, CPA, GRF CPAs & AdvisorsConnect with guest: grfcpa.com/people/lisa-heller-cpa/“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Research consistently shows that the majority of M&A transactions fail — and the most common culprit isn't financials or legal issues, it's people. Rachel Platt, founder of PLATTinum Consulting and a veteran Chief Human Resources Officer with more than 20 years of experience, joins Pat and Walter to explain what buyers are really looking for in the human capital side of due diligence, what sellers can do to strengthen their people strategy before going to market, and how the integration of people and culture after a transaction determines whether the deal actually delivers its intended value.  Guest: Rachel Platt, Founder & Principal, PLATTinum ConsultingConnect with guest: plattinumconsulting.com“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

A business that depends entirely on its owner's personality and relationships isn't truly transferable — no matter how strong the financials look. Sarah Goelitz, leadership consultant and founder of Sarah Goelitz Consulting, joins Pat and Walter to explore the connection between values-based leadership and transferable business value. When leaders build teams around shared values and clear principles, they create the management independence, cultural durability, and organizational depth that buyers pay for. Sarah explains how to make the shift — and why it matters far more than most owners realize.  Guest: Sarah Goelitz, Founder, Sarah Goelitz ConsultingConnect with guest: sarahgoelitz.com“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Whether you're raising growth capital or preparing for an eventual exit, the financial discipline you build today determines the options you'll have tomorrow. In this episode, Pat and Walter dig into what sophisticated investors and acquirers actually look for when evaluating a privately held business — and where most owners fall short. From clean financials and accurate reporting to the metrics that signal a scalable, sustainable company, this conversation is a practical guide for any owner who wants to build a business that attracts capital and commands a premium at exit.Guest: Jason KrugerConnect with guest: https://www.linkedin.com/in/jason-kruger-a0b159b/“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Incentive compensation is one of the most powerful — and most misunderstood — tools a business owner has for retaining key employees, aligning performance, and building transferable value. Elizabeth Mower, former President of the Business Enterprise Institute (BEI) and founder of entreVector, brings deep expertise in exit planning and business enterprise systems to this conversation. Elizabeth and Pat explore what's changing in how owners think about and structure incentive plans, what works, what doesn't, and why getting this right matters enormously to the value of your business and the success of your eventual exit.  Guest: Elizabeth Mower, Founder, entreVector | Former President, Business Enterprise Institute (BEI)Connect with guest: linkedin.com/in/elizabethjmower/“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Customer concentration and customer dependency are well-known exit risks — but customer feedback may be the most overlooked value driver in a business owner's toolkit. Eli Portnoy, serial entrepreneur, Harvard Business School Executive Fellow, and founder of BackEngine, has achieved multiple successful exits totaling over $66 million in value. A self-described customer obsessive, Eli joins Pat and Walter to explain how staying systematically close to customer feedback drove the value of his businesses, how most companies lose that connection as they scale, and what owners can do to rebuild it — before a buyer finds the gap during due diligence.  Guest: Eli Portnoy, Co-Founder & CEO, BackEngine | Harvard Business School Executive Fellow Connect with guest: linkedin.com/in/eliportnoy“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Empathy is often dismissed as a soft skill — but for employers who understand it, it's one of the most powerful tools for reducing litigation, improving retention, and building a business that runs well without the owner. Marc R. Engel, employment attorney at Lerch Early & Brewer and founder of the Employment Alliance Group, joins Pat and Walter to make the business case for empathy in the workplace. With 30+ years of experience helping employers navigate complex employment issues, Marc explains why the most empathetic employers are also the most legally protected — and why this matters directly to the transferable value of your business.  Guest: Marc R. Engel, Esq., Shareholder, Lerch Early & Brewer | Founder, Employment Alliance GroupConnect with guest: lerchearly.com/attorneys/marc-r-engel/“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

A cyber breach during a due diligence process can kill a deal — or dramatically reduce a purchase price. And yet cybersecurity is one of the most consistently overlooked exit planning topics for privately held business owners. Brian Guenther, CISSP, CCP and founder of Exceed Cybersecurity & I.T. Services in Frederick, Maryland, joins Pat and Walter to explain what cyber resilience actually means for a small or mid-sized business, what buyers are looking for during diligence, and the practical steps owners should take — well before they go to market — to protect both their business and the value of their eventual exit.  Guest: Brian Guenther, CISSP, CCP, Founder & President, Exceed Cybersecurity & I.T. Services Connect with guest: exceeditmd.com“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

There is no substitute for the perspective of someone who has actually been through it. Wayne Cates joins Pat and Walter for a candid, first-person account of selling his business — what he got right, what he wishes he had done differently, and the surprises that caught him off guard in the process. This is the kind of unfiltered conversation that only someone who has lived through a business sale can deliver, and it's packed with practical takeaways for any owner thinking about their own exit.  Guest: Wayne Cates, Business Owner | Seller“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

A podcast isn't just a marketing tool — when done right, it builds the kind of thought leadership, brand equity, and audience trust that makes a business more valuable and more transferable. Joe Ennis, founder of Podcasts By Joe and the production talent behind the ExitReadiness® Podcast, joins Pat to share how business owners can leverage podcasting to build authority in their niche, reduce owner dependency by making expertise scalable, and create content assets that live beyond any individual. A practical conversation about a channel most business owners are underleveraging.  Guest: Joe Ennis, Producer, ExitReadiness® Podcast “We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Transferring a business to a key employee or family member sounds straightforward — until the legal complexities start surfacing. Paul Schwinn, Shareholder at Shulman Rogers and Co-Chair of its Startups and Emerging Growth Companies Practice Group, joins Pat and Walter to walk through the legal do's and don'ts of internal transactions. From deal structure and equity mechanics to the mistakes that derail these transitions at the last minute, Paul brings a business-minded legal perspective that every owner considering an insider transfer needs to hear before they get too far down the road.  Guest: Paul M. Schwinn, Shareholder & Co-Chair, Startups and Emerging Growth Companies Practice Group, Shulman RogersConnect with guest: shulmanrogers.com/attorneys/paul-m-schwinn/“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

ESOPs have long been the dominant employee ownership exit route in the U.S. — but a newer vehicle, the Employee Ownership Trust (EOT), is gaining serious traction as an alternative. Loren Rodgers, Executive Director of the National Center for Employee Ownership (NCEO) and one of the nation's foremost authorities on employee ownership, joins Pat and Walter to explain the key differences between ESOPs and EOTs, when each makes sense for a business owner, and what the growing interest in EOTs means for exit planning. A deep and essential conversation for any owner weighing an employee ownership exit.  Guest: Loren Rodgers, Executive Director, National Center for Employee Ownership (NCEO) Connect with guest: nceo.org“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Receiving a Letter of Intent (LOI) feels like the finish line — but experienced M&A advisors know it's actually where some of the hardest work begins. Todd Taskey, M&A advisor at Potomac Business Capital and host of the Second Bite Podcast, joins Pat and Walter to demystify the critical period between the LOI and closing. Todd explains what buyers are really doing during this phase, the most common ways deals fall apart after the LOI is signed, and how sellers can stay in control of a process that can feel overwhelming. One of the most practically useful conversations for any owner in or approaching a transaction.“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

More than 80% of businesses that go to market never successfully sell — and the reasons are more preventable than most owners realize. Christine Nicholson, UK-based award-winning Business Mentor of the Year and author of four books on exit planning, joins Pat and Walter to break down the three primary reasons business sales fail. Drawing on decades of experience helping owners get exit-ready in the UK and internationally, Christine brings a refreshingly direct perspective on what business owners need to fix — and when they need to start.  Guest: Christine Nicholson, Award-Winning Business Mentor | Author, SELL IT | christinenicholson.co.ukConnect with guest: christinenicholson.co.uk“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

The Japanese concept of Ikigai — finding the intersection of what you love, what you're good at, what the world needs, and what you can be paid for — is at the heart of one of the most important and overlooked dimensions of exit planning: what comes next. Joe Markovitch, Certified Exit Planner and Senior Business Advisor, joins Pat and Walter to explore how Ikigai provides a blueprint for business owners to plan not just their exit, but a meaningful and purposeful life after the business. A conversation that speaks directly to the 75% of owners who report unhappiness within a year of leaving.  Guest: Joe Markovitch, CExP, Senior Business Advisor | ennislp.comConnect with guest: linkedin.com/in/joe-markovitch“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

What should a business owner actually be doing right now to build their ExitReadiness®? Pat and Walter close out the year with a practical, actionable checklist of exit planning priorities for 2025 — covering goal-setting, business valuation, financial gap analysis, transferable value drivers, succession planning, and personal readiness. Whether you're 10 years out or closer, this episode gives you a concrete framework for the year ahead and a clear sense of where to focus first.  “We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

A business owner's ability to give honest, effective feedback to employees is directly tied to the transferable value of the business — because management teams that only perform with the owner in the room aren't truly independent. Sarah Goelitz, leadership consultant and founder of Sarah Goelitz Consulting, joins Pat for a focused conversation on what effective employee feedback actually looks like, why so many owners avoid it, and how building a feedback-rich culture is one of the most practical steps you can take toward building a business that runs without you.   Guest: Sarah Goelitz, Founder, Sarah Goelitz Consulting Connect with guest: sarahgoelitz.com“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

An earnout looks simple on paper — get paid more if the business performs. In practice, earnout disputes are one of the most common sources of post-closing litigation in private M&A. Scott Taylor, Shareholder at SmolenPlevy and a returning ExitReadiness® guest, brings 20+ years of M&A and business succession law to a deep-dive conversation on earnout strategy and structure. Scott walks Pat and Walter through how earnouts actually get negotiated and documented, what sellers routinely get wrong, how metrics get manipulated, and what protections an experienced attorney insists on before any client accepts an earnout as part of their deal.  Guest: Scott W. Taylor, Esq., Shareholder, SmolenPlevyConnect with guest: smolenplevy.com“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

A management buyout feels like the cleanest possible exit — your trusted team takes over, the legacy is preserved, everyone wins. But when partners and co-owners haven't built strong interpersonal foundations, MBOs carry a risk most advisors don't put on the table: the deal can blow up not over financials, but over relationships. Dr. David Gage, clinical psychologist, founder of BMC Associates in Arlington, Virginia, and author of The Partnership Charter, joins Pat and Walter to explore the human and structural risks embedded in management buyouts. David explains why the psychological side of the transition is the most overlooked — and often the most consequential — variable in whether these deals succeed.  Guest: David Gage, Ph.D., Founder, BMC Associates | Author, The Partnership CharterConnect with guest: linkedin.com/in/david-gage-75a6441/“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Selling a mid-market business is not the same as selling a small business — the complexity, the buyer pool, and the stakes are all different. Richard Phillips, Managing Director at Oberon Securities, one of New York City's leading mid-market investment banking firms with 70+ senior professionals and 300+ closed transactions, joins Pat and Walter to share what he sees in the sell-side process week after week. Richard walks through the pitfalls that cost mid-market sellers value — from inadequate preparation and unrealistic expectations to poor advisor selection and misunderstanding what institutional buyers are actually evaluating. Essential listening for any owner whose business is approaching or already in the mid-market range.  Guest: Richard Phillips, Managing Director, Oberon Securities, LLCConnect with guest: oberonsecurities.com“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Non-compete agreements are in a state of flux — and what you don't know can cost you at the closing table or in the courts. Marc R. Engel, Esq., employment attorney and Shareholder at Lerch Early & Brewer, rejoins Pat and Walter to break down the current legal landscape around non-competes, non-solicitations, and other restrictive agreements. With federal and state-level rule changes creating uncertainty for business owners on both the buy and sell side, Marc explains what the law actually allows now, what it means for key employee agreements, and why getting these documents right well before a transaction matters more than ever.  Guest: Marc R. Engel, Esq., Shareholder, Lerch Early & BrewerConnect with guest: lerchearly.com/attorneys/marc-r-engel/“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

There are tens of thousands of small industrial manufacturers in the U.S. whose owners are ready to retire — and very few successors stepping up to take them over. Jules Brenner, founder of Industrial Succession Group and operator of multiple metal fabrication businesses in Southern California, is building the solution to that problem one acquisition at a time. Jules joins Pat and Walter to share what he's learned about buying industrial legacy businesses, what makes them valuable, what makes them difficult to transfer, and why the succession gap in American manufacturing is both a massive problem and a significant opportunity for owners, buyers, and the communities that depend on these companies.  Guest: Jules Brenner, Founder, Industrial Succession Group | CEO, Metal Solutions Holdings Connect with guest: industrialsuccession.com“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Every business owner needs to be able to cast a compelling vision — to employees, partners, potential buyers, and successors. But most owners have never been taught a proven framework for doing it persuasively. Vinca LaFleur, Executive Director and COO of West Wing Writers and former White House speechwriter to President Clinton, joins Pat and Corby to introduce the Monroe Motivational Sequence — a five-step model for structuring any persuasive communication — and explain how business owners can apply it to everything from team meetings to leadership transitions. A master class in communication from one of the most accomplished strategic communicators in the country.  Guest: Vinca LaFleur, Executive Director & COO, West Wing Writers | Former White House SpeechwriterConnect with guest: westwingwriters.com/team/vinca-lafleur/“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

SBA financing is one of the most powerful and most misunderstood tools in the exit planning toolkit — both as a mechanism for funding business growth and as a vehicle that buyers will use to acquire your business when you're ready to sell. Jarred Ricks, SVP and Regional Manager for M&T Bank's Greater Washington Business Banking Group, joins Pat and Walter to demystify SBA lending for business owners. Jarred explains how SBA 7(a) and 504 programs work, what owners can do now to position their business as SBA-financeable, and why understanding SBA from the inside out gives sellers a significant advantage when going to market.  Guest: Jarred M. Ricks, SVP & Regional Manager, Greater Washington Business Banking Group, M&T BankConnect with guest: linkedin.com/in/jarredricks/“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

A business with weak internal controls and unmanaged risk isn't just exposed to fraud and operational failure — it's also exposed to a significant discount from buyers during due diligence. Mac Lillard, CPA/ABV/CITP, CIA, CFE, Senior Manager of Risk & Advisory Services at GRF CPAs & Advisors and a CPA Practice Advisor 40 Under 40 honoree, joins Pat and Walter to explain how risk management and internal controls directly connect to business value. Mac walks owners through what buyers find during financial and operational due diligence, what risk gaps routinely destroy value at the worst moment, and the practical steps an owner can take right now to protect what they've built.  Guest: Mac Lillard, CPA/ABV/CITP, CIA, CFE, CISA/CRISC, Senior Manager, Risk & Advisory Services, GRF CPAs & AdvisorsConnect with guest: grfcpa.com/people/mac-lillard/“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Employer risk, HR compliance, and the ability to compete for top talent are not just day-to-day business concerns — they are exit planning concerns. A business that can attract and retain quality employees, manages its employment liabilities well, and has HR infrastructure that runs without the owner is a more transferable, more valuable business. Andy Schuman, Certified Business Performance Advisor at Insperity and specialist in helping small and mid-size businesses leverage the PEO model, joins Pat and Walter to explain how a PEO can reduce employer risk, enhance benefits without the Fortune 500 budget, and make a business more attractive to buyers who are evaluating HR infrastructure as part of their due diligence.  Guest: Andy Schuman, Certified Business Performance Advisor, InsperityConnect with guest: linkedin.com/in/andyschumanbusinessperformanceadvisor/“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Most sellers prepare for an exit from the seller's point of view. But the buyers evaluating their business are thinking about entirely different things — and the gap between what sellers focus on and what buyers actually need to see is one of the primary reasons deals fall apart or close at disappointing prices. David C. Barnett, former Sunbelt business broker, private transaction advisor, author, and host of the David C. Barnett Small Business and Deal Making podcast, joins Pat and Walter to flip the lens. David shares what buyers are really thinking when they evaluate a business, what surprises them, what stops them cold, and what sellers can do to make the acquisition experience compelling rather than alarming.  Guest: David C. Barnett, BBA, CMEA, Private Transaction Advisor | Host, David C. Barnett Small Business and Deal Making PodcastConnect with guest: businessbuyeradvantage.com“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.