All episodes
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