All Episodes
ExitReadiness® PODCAST: Exit Planning, Succession & Selling Your Business — 197 episodes · page 1 of 2
Value Acceleration and Solving the Business Development Problem Ft. Karl Wappaus
Cleaning Up Business Data Before a Sale: Get Rid of Your Crap ft. Dale Tuttle
Operational Due Diligence: What Buyers Check in Your Business ft. Tim Van Mieghem
AI Workflow Automations for Professional Services Businesses ft. Scott Samborn
AI and Business Value: Why AI Won't Fix Your Company ft. Jürgen Dauk
Hiring and Keeping Gen Z Employees ft. Danielle Verderosa
Key Person Insurance: Protecting Your Business From Losing Key Employees ft. Mark Gage
Selling Your Business Confidentially: Selling in Stealth Mode ft. Gregory Kovsky
Reducing Owner Dependency: 3 Actions to Step Back From Your Business ft. Laurie Barkman
How AI Affects Business Valuation ft. Janet Waring
Business Partner Negotiations: Where AI Helps and Where It Doesn't ft. David Gage
Life After Selling Your Business (NEXT ACT Series) ft. David Young
ESOPs for Family Business Succession ft. Kelly Finnell
A Tax Smart Exit Ft. Ed Cotney
Selling Your Business to Employees: An ESOP Success 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???