All Episodes
ExitReadiness®️ PODCAST — 196 episodes
Operational Due Diligence Ft. Tim Van Mieghem
AI Workflow Automations for Professional Services Businesses
Why AI Won’t Fix Your Company Ft. Jurgen Dauk
Recruiting, Retaining, and Engaging Generation Z Workers Ft. Danielle Verderosa
Risk Management: Identifying and Insuring Key Employees Ft. Mark Gage
Selling in Stealth Mode: How to Market Your Business Without Alerting Customers, Vendors, or Employees Ft. Gregory Kovsky
Three Actions to Become Less Central to Your Business Ft. Laurie Barkman
How AI Impacts What Your Business is Worth Ft. Janet Waring
The Role AI Can Play in Sensitive Partner Negotiations Ft. David Gage
NEXT ACT Series: Life After the Business Ft. David Young
The Benefits of an ESOP in a Family Business Ft. Kelly Finnell
A Tax Smart Exit Ft. Ed Cotney
A Successful ESOP Story Ft. Tim Rettig
Due Diligence in M&A Transactions: Why First-Time Buyers Should Avoid Analysis Paralysis Ft. Michael Mercurio
What Does a Fractional EOS Integrator Do? Ft. Dave Lokos
An Often Overlooked Risk in Funding Buy - Sell Agreements – Disability Buy Out Ft. Mark Gage
Unlocking Tax Savings with Section 1202
AI & EXIT PLANNING Series: Initial Thoughts About AI and Exit Planning? Ft. John F. Dini
Building a Cost Management System That Protects and Increases Business Value Ft. Duane Deason
NEXT ACT Series: A Post-Exit Story Ft. Andrew Walen
AI & EXIT PLANNING SERIES: De-Mystifying AI Ft. Nick Damoulakis
Exit Like a Boss Ft. Dr. Craig West
Redesigning Life After the Business – Letting Go and Moving Forward Ft. Patti Julber
Controlling Your Company’s Future Ft. Tim Van Mieghem
How EOS Helped Me Sell My Business for Max Value Ft. Dave Lokos
Protecting Personal Assets with the Right Insurance Coverage Ft. Bryan Aguirre
Utilizing Donor Advised Funds and Private Foundations When Selling or Transferring a Business Ft. Lisa Heller
People Strategy for M&A Due Diligence and Integration Ft. Rachel Platt
Building a Transferable Business with Values-Based Leadership Ft. Sarah Goelitz
What Investors Want: Building a Financial Discipline to Attract Capital ft. Jason Kruger
What's Changing in Incentive Compensation? Ft. Elizabeth Mower
Customer Feedback’s Impact on Exit Value Ft. Eli Portnoy
Why Successful Employers Understand that Empathy is Actually a Superpower Ft. Marc R. Engel
Key Steps Business Owners Should Take to Improve Cyber Resilience Prior to Exit Ft. Brian Guenther
Lessons Learned in Selling My Business Ft. Wayne Cates
How Podcasting Helps Build A Transferrable Business Ft. Joe Ennis
The Legal Do's and Don't of Internal Transactions Ft. Paul Schwinn
Employee Ownership Trusts versus Employee Stock Ownership Plan (ESOP). Ft. Loren Rodgers
What Happens Between The LOI and The Deal Table Ft. Todd Taskey
Three Main Reasons Business Sales Fail and How to Avoid Them Ft. Christine Nicholson
The Ikigai Blueprint: Discovering Passion, Purpose, and Potential Ft. Joe Markovitch
An Exit Planning Checklist for 2025
Giving Feedback to Employees Ft. Sarah Goelitz
Mastering Earnouts: Strategies and Best Practices Ft. Scott Taylor
An Overlooked Risk in Management Buy-Outs Ft. David Gage
Common Pitfalls for the Mid-Market Seller Ft. Richard Phillips
The Current State of Non-Competes and Other Restrictive Agreements Ft. Marc Engel
Preserving and Enhancing Industrial Legacies in the US Ft. Jules Brenner
Casting Vision with the Monroe Motivational Sequence Ft. Vinca LaFleur
SBA Loans for Growth & Exit Ft. Jarred Ricks
Protecting Value with Risk Management and Controls Ft. Mac Lillard
The Benefits of Using a Professional Employer Organization (PEO) Ft. Andy Schuman
Understanding a Buyer’s Point of View Ft. David C. Barnett
Lessons Learned From Fielding Acquisition Offers Ft. Nick Fogle
Engaging with Investor Email Inquiries Ft. Mark Gartner
Is Performance Management a Good Idea? Ft. Sarah Goelitz
When Can Good Income Tax Planning Hurt My Exit?
Five Essential Tips for Donating Business Interests Ft. Laurie Roche & Glenn Garbutt
AI and The Future of Selling Ft. Andre Yee
4 Key Ways to Maximize Valuation for a Successful Exit Ft. Verne Harnish
Implementing New Technology in Advance of a Business Ft. Mac Lillard
Forecasted Risk for 2024 and Beyond Ft. Melissa Musser
Equipping Your Successor for Ownership
Systems: Trust the Process Ft. Jason Henderberg
An Exit Planning Checklist for 2024
Top 7 Reasons Why M&A Deals Fail Ft. Dan Doran
Business Valuations for Gifting, Estate Settlement, Divorce, and Shareholder Disputes
Delegating with Less Terror Ft. Sarah Goelitz
W2s, 1099s, and Protecting Business Value Ft. Linda McNally
Delivering Great Results in Challenging Times Ft. Bruce Cazenave
The Advantages of a Private Equity Deal Ft. Channing Hamlet
What Private Equity Buyers Want to Know About Your Company BEFORE They Write the Check Ft. Tim Van Mieghem
Tax Considerations of Earnouts When Buying or Selling a Business
Creating Business Value with Documented Systems Ft. Josh Fonger
The Psychological and Emotional Challenge of Exit and Succession Ft. Elizabeth Carr P.H.D., Cherie Morris
WHY PLAN NOW? I’M NOT READY TO EXIT…
Avoiding Succession Pitfalls Ft. Laurie Barkman
Where Good Leaders Go Wrong Ft. James G. “Big Red” Wetrich
The Five Capitals and Life After the Business Ft. Cory Carlson
The Pros and Cons of Structured Installment Sales Ft. Steve Pilger
Can Employee Development Result in a Sellable Business and Successful Exit? Ft. Catherine Allen and Ed Offterdinger
Should You Use A Life Insurance LLC When Funding Your Buy-Sell Agreement?
What’s Your Number?
Minimizing Taxes at Sale with a Section 664 Business Owners Trust Ft. Roger D. Silk, PhD
Understanding IRS Code Section 409A and Non-Qualified Deferred Compensation Ft. Mark Canada
Common Blind Spots in Building Business Value Ft. Joe Durnford
Business Acquisitions and a Successful Exit Ft. Orrin Klopper
An Exit Planning Checklist For 2023
Beginners Guide to Sales Forecasting Ft. Chris Tully
What Should I Work On If I Want to Sell In 2-3 Years?
The Unique Challenge of Being Married and Running a Business Ft. Robert and Kay Lee Fukui
Estate Planning for Business Owners Ft. Attorney Micah Bonaviri
An Alternative to Non-Qualified Deferred Compensation Plans Ft. Larry Bell
Selling Your Business to Insiders – Part Two
Selling Your Business to Insiders - Part One
Testing the Waters Is A Bad Idea
Business Continuity: A Plan For The Unexpected
Why Do I Need To Start Planning Now???
Working Capital and Preparing for a Business Sale Negotiation
Do You Have A Rembrandt In Your Business Attic? Ft. Erin Austin
Simplifying Your Website Marketing Strategy Ft. Michael “Buzz” Buzinski
Boutique Professional Services Firms and Scalability Ft. Greg Alexander
“Naming a Successor? That’s A Bit Difficult" Ft. Elizabeth Carr Ph. D. and Cherie Morris J.D
The Intersection of Business Reputation and Cyber Security Ft. Darren Hulem
A Successful ESOP Story Ft. Kris DenBesten
My Employees Want Equity…What Should I Do? Ft. Paul Younkins
Buy-Side Considerations Ft. Laurie Barkman
Improving Processes with The Right Technology Ft. Andrea Dunathan
The Importance of Listening Skills in Building the Value of Your Business Ft. Christine Miles
Wrong Assumptions Resulting in Bad Exits Ft. John Dini
Key Takeaways from the 2021 10X Exit Plan Summit Ft. Scott Duke
Form 8594 and Negotiating the Sale of Your Business
An Exit Planning Checklist for 2022
Due Diligence and Quality of Earnings Analysis
How a Lack of Planning Can Impact Your Surviving Spouse and Family Ft. Stuart Sorkin
Tax Implications of Corporate Reorganizations
Why Manager Training Is More Important Than Ever Ft. Marc Engel
Improving Profitability & Efficiency with The Right Technology Ft. Scott Hobbs
Legal and Tax Considerations When Structuring an Insider Sale Ft. Mark Schweighofer
Improving Your Marketing Strategy in the Midst of Rapid Change Ft. Tobin Lehman
“When You Start Making A Big Decision, First Talk with The People Involved” Ft. Sam Klaidman
Accrual Accounting Versus Cash Basis Accounting and Your Exit
Building Sellable Value Through Objectives and Key Results (OKRs) Tim Meinhardt
The Importance of Sales & Revenue Growth for a Successful Exit Ft. Chris Tully
What Makes A Small Business "Bankable"? Ft. Afreen Husain
Ensuring Tomorrow: How to Effectively Choose and Prepare Your Successor Ft. Michael Beck
The 10 Biggest Profit Mistakes Ft. Michelle Seiler Tucker
Your Guide to Successful Branding Ft. Liz Johnson
Profits Interest as Key Employee Incentive-Based Compensation
Who Am I Without My Business? Ft. Denise Logan
Exiting Your Business Post-Covid
How to Sell A B2B Services Business for Top Dollar Without an Earnout Ft. Pete Martin
Common Mistakes Business Owners Make Ft. Scott Bushkie
Phantom Stock as an Employee Incentive Plan Ft. Paolo Pasicolan
Growing Up Through Value Acceleration Ft. Scott Snider
Exit Planning in 2021 Ft. Elizabeth Mower
Choosing the Right Business Structure Ft. Stephen Boisvert
Buy-Sell Agreements for Multiple-Owner Businesses
Business Continuity: A Plan for The Unexpected
Protecting Value Through Cyber Risk Management Ft. Melissa Musser
Growing Your Business Through Acquisition Ft. Carl Allen
Why Business Owners Should Consider Producing a Podcast Ft. Joe Ennis
The Importance of Key Person Insurance in Protecting Your Business Ft. Bill Betz
Key Ingredients For A Successful Negotiation
Return to Work Issues: Where We Were, Where We Are, And Where We’re Going Ft. Marc Engel
Next-Level Management and Transferable Value Ft. Andrew Mahr
Transition, Transaction, Trepidation: The Three Hurdles In Every Successful Exit Ft. John Hrastar
Phased Planning With Elizabeth Mower
A Banking Update With Jenn Loges
What's Next? Ft. Dr. Alan Kemper
Planning For Life After The Business Ft. Joanne Waldman
Business Value is Found in the HR Department Ft. Jeremy Francese
ESOPs As An Exit Route Ft. Keith Apton
Preserve Business Value With Employee Agreements Ft. Marc Engel
Entity Wide Strategies to Navigate Your Organization During the COVID Crisis Ft. Melissa Musser
SBA Disaster Loans: What Business Owners Need To Know Now Ft. Jenn Loges
How To Increase Business Valuation & Decrease Owner’s Responsibility Ft. John Brown
How Does The SECURE ACT Impact Business Owners?
Planning Steps For Owners With 20 Or Less Employees Ft. John Dini
The Importance of Alignment in Building Business Value Ft. Dave Ramos
Saving State Income Taxes By Selling A Business Through A Delaware Trust Ft. Kalimah White
How to Confidently Take On Debt to Fund Your Growth Ft. Jenn Loges
Taking A Proactive Approach In Optimizing Your Business Real Estate Ft. Dan Falls
How to Become the Firm Everyone Wants to Buy Ft. Lee Frederiksen, PhD
The Importance of Employee Engagement in Building Value for a Successful Exit Ft. Alan Kemper
A Plan For Growth And A Successful Exit
A Banker’s Perspective on Financial Due Diligence Ft. Matthew Mapes and Ryan Goral
Using a Charitable Lead Annuity Trust (CLAT) To Generate a Tax Deduction in the Year of a Business Sale Ft. Jonathon Morrison
How To Upgrade Your Sales Process For Predictable Results Ft. Ken Smith
Cash Balance Retirement Plans & Your Business Exit Ft. Erik Fromm and Les Risell
Utilizing the Opportunity Zones to Maximize After-Tax Returns When Selling Your Business
De-Risk w/Management of Your Third-Party Population (vendors, contractors, etc) ft. Paul Schrantz
Is Crowd Funding A Viable Source Of Capital For Business Growth And Acquisition? Ft. Lorette Farris
The Use of a Revocable Trust in Transferring Ownership of Your Business at Death ft. Micah Bonaviri
Critical Mistakes That Keep You From Growing Your Top Line on LinkedIn. Ft. Kelly Leonard
Why Should a Business Owner Build To Sell? Ft. John Warrillow
What You Can Expect From Due Diligence When Selling Your Business Ft. Sharon Heaton
The Role of an M&A Attorney in a Sale Transaction w/ Attorney Scott Taylor
Navigating the Boomer Bust with John Dini
Common Pricing Mistakes Made by Business Owners - Interview with Robert Fukui
The Key Elements of a Successful Insider Sale Featuring Elizabeth Mower
How Healthy Partner Relations Can Preserve the Value of Your Business Ft. David Gage
Charitable Planning for Transitioning Business Owners Featuring Phil Cubeta
Overlooked Employment Risk Areas for Exit Planning Featuring Christine Johnson
Captive Insurance Companies Featuring Rick Gow
Knowing Your 'Why' and Preparing for a Successful Exit Featuring Beth Berman
Minimizing Risks Related to Data Security and Privacy Featuring Dave Greber
The Importance of a well-drafted Buy-Sell Agreement Featuring Larry Bell
Relevant Habits for a Successful Business Owner Exit Featuring Maura Fredericks
How Can a Business Owner Better Develop Their Successor? Featuring Michael Beck
How Important Are Retirement Plans When Selling Your Business? Featuring Chris Schaefer
The Changing Role of an Owner in the Successful Exit of Their Business Ft. John Hraster
Expensive Sentences Featuring Jack Quarles
Expensive Mistakes When Buying & Selling CO'S Featuring Stuart Sorkin
Growth through Acquisition Featuring Matt Craft
Business Valuations & Exit Planning Featuring Walter Deyhle