Scale to Sell

Many business owners dream of passing their company down to their children. How do you prepare both the business and the next generation so the transition actually works? In this episode, Adam and Steve Burton unpack why so many family business transitions fail, and what it actually takes to pass the torch successfully without putting your legacy at risk. From unclear succession plans and family dynamics to leadership readiness and founder reluctance, they explore the most common reasons these transitions break down and how business owners can avoid them. Adam and Steve discuss: Why only about 30% of businesses successfully transition to the next generation, and what that means for your exit plan How assumptions, lack of preparation, and unclear roles quietly derail even the most well-intentioned transitions The critical steps founders must take early, including separating ownership from leadership and defining a clear timeline What the next generation must do to earn trust, build credibility, and lead in their own way while honoring the company's foundation Why family dynamics, employee confidence, and leadership structure all play a major role in a successful handoff How intentional planning can help protect both your legacy and the long-term value of your business And more! Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!    Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

Most business owners wait too long to think about their exit… and it quietly costs them time, money, and freedom. In this episode, Adam and Steve Burton challenge the idea that exit planning is something you do at the end. Instead, they break down how building your business as you'll eventually sell it can improve how it runs today, even if you never plan to exit. Adam and Steve discuss: Why building a business that can run without you creates freedom and long-term value The importance of knowing what your business is actually worth, and why most owners get it wrong How predictable revenue reduces risk and increases valuation What it takes to build a leadership team that removes you as the bottleneck How aligning your business with your life leads to better decisions, not just better outcomes And more! Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!    Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

AI is everywhere right now, but for most business owners, the real question is not what AI can do; it is how to use it without creating chaos inside the business. In this episode, Adam Burton explores how entrepreneurs can thoughtfully adopt AI while protecting their teams, strengthening operations, and keeping the focus on real business results. Adam is joined by Nathan Loggans, a product marketing leader focused on AI, data innovation, and SaaS strategy, to break down the practical side of AI adoption for growing companies. Adam and Nathan discuss: How AI is shifting from hype to real business application Why strong systems and data are essential before adding new AI tools How leaders can introduce AI to their teams without creating fear Practical ways to start experimenting with AI in small, manageable steps And more! Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!    Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton   Connect with Nathan Loggans:    LinkedIn: Nathan Loggans   About our Guest:    Nathan Loggans is a product marketing leader specializing in AI, data innovation, and software as a service. With more than a decade of experience across startups and large enterprises, Nathan has led go-to-market strategy, product positioning, lifecycle marketing, and digital transformation initiatives. He previously served as head of marketing at an AI-first startup where he helped scale annual recurring revenue beyond $5 million. Nathan holds an MBA from Villanova University with concentrations in strategic management, marketing, analytics, and management information systems.  

Most business owners believe they have a sales problem. In reality, many have a marketing problem that they have not clearly defined. In this episode, Adam and Steve Burton sit down with Julianne Worden to unpack why most marketing efforts fall flat and what actually drives growth, brand strength, and long-term value. Steve and Julianne discuss: Why knowing your exact target audience is the foundation of effective marketing How inconsistent messaging and constant platform hopping can stall growth The danger of cutting marketing when preparing to sell your business Why brand credibility, content, and customer experience all work together And more! Julianne shares insights from nearly four decades in media and marketing, including how business owners can avoid chasing trends, measure what matters, and invest strategically instead of reactively. The conversation also highlights a critical mistake many owners make during exit planning, scaling back marketing at the very time consistency matters most. If you want to scale with intention and protect the value of your business, this episode will challenge how you think about marketing and brand building.   Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!    Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton   Connect with Julianne Worden:   LinkedIn: Julianne Worden    About our Guest:    Julianne Worden has spent 37 years in media and marketing, serving as a sales manager and program director for major news talk radio stations in Virginia. She now co-founded Game Warden Creative and Marketing Consultants, where she helps business owners clarify their messaging, build strategic marketing plans, and strengthen brand credibility. Her experience spans traditional media, digital strategy, voice work, and business consulting.  

The seven most expensive words in the English language: "My accountant takes care of my taxes." In this episode, Steve Burton sits down with Chief Tax Planner Edward Lyon to unpack how successful business owners legally reduce their tax burden, especially when preparing for a business sale. Steve and Edward discuss: The critical difference between tax preparation and proactive tax planning Why most Main Street CPAs are not equipped for complex business exits How entity structure, compensation, and timing can dramatically impact your tax bill Why waiting until after you sign a letter of intent can cost you millions And more! If you are a business owner thinking about selling in the next few years, or simply tired of writing larger and larger checks to the IRS, this conversation is a wake-up call. Prior planning creates flexibility, leverage, and significantly better after-tax outcomes. Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!    Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton   Connect with Edward Lyon:   LinkedIn: Edward Lyon   About our Guest:   Edward Lyon is the Chief Tax Planner for Scale to Sell. He worked on Capitol Hill during the landmark 1986 Tax Reform Act and has been featured on Fox News, CNN, MSNBC, and CNBC. Known as "the funniest tax guy in America," Edward specializes in helping business owners legally reduce taxes, structure sophisticated exit strategies, and avoid costly planning mistakes before a sale.  

Most business owners do not lack advisors. They lack alignment, and that disconnect can quietly create high costs. In this episode, Adam and Steve Burton unpack why fragmented advice from CPAs, attorneys, and financial professionals creates blind spots that stall growth, increase risk, and derail exit plans. They introduce the Family Office mindset and explain how elite business owners think beyond the business to align strategy, taxes, personal wealth, and exit timing under one clear vision. Adam and Steve discuss(es): Why siloed advice leaves business owners confused and exposed How misaligned CPAs, attorneys, and advisors can unintentionally work against your goals The Family Office mindset and why wealthy owners use specialist teams instead of one-size-fits-all advice The real cost of blind spots in tax planning, risk, and exit strategy And more! Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!    Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

A historic exit wave is already here, and business owners who wait too long may miss it entirely. The difference between winning and getting washed out comes down to preparation, timing, and how your business is built long before a sale ever happens. In this episode, Adam and Steve Burton break down how to position your business for the biggest transfer of wealth many owners will ever experience, and why selling a business is nothing like selling a house. Adam and Steve discuss: Why business valuations can change overnight and why waiting is risky The massive exit wave coming across all generations of business owners Why this is a prepared seller's market, not just a seller's market How owner dependence destroys value and limits exit options The five actions that attract higher multiples, including the one most owners miss And more! Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!    Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

Most business owners say they care about faith, family, and freedom, yet their schedules tell another story.  In this episode, Steve and Adam Burton dig into a question that changes everything: if you stepped away for a month, would your business survive or collapse? This conversation exposes the hidden trap owners create when everything relies on them, and why you cannot scale what depends on you. They walk through the three roles every founder plays, operator, owner, and investor, and show how shifting into the right one opens the door to freedom, growth, and a stronger exit. You'll hear how to realign your time with your values and build a business that can truly run without you. What to expect: How to tell whether you're a business owner or a business operator Why dependence on the owner destroys value, freedom, and exit options The three roles every founder must understand, operator, owner, and investor Practical steps to replace yourself, strengthen your team, and regain your time And more!   Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!    Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

What if this year finally becomes the year you build a business that gives you real freedom, not more stress?  In this episode, Steve and Adam Burton outline the five components of the SCALE framework and how each one supports a business that can operate smoothly and maintain value beyond the owner's day-to-day involvement. Their discussion focuses on systems, financial structure, team leadership, strategic direction, and the long-term positioning of the company. They explain how these areas relate to growth, operational consistency, and eventual transition planning. The conversation also covers considerations for owners who want to reduce key person dependence, evaluate risk, or understand how different business functions influence valuation. What to expect: An overview of the SCALE framework and how the five elements fit together. Discussion of the operational and financial factors that contribute to transferable value. Practical points for owners who are assessing future options, including succession and exit pathways. And more!   Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!    Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

Most founders have no idea what their business is actually worth, yet 70 to 90 percent of their net worth is tied up in it. In this episode of Scale to Sell, Steve and Adam break down the "wealth gap" that traps so many business owners and why guessing at your valuation is one of the most expensive mistakes you can make. They share stories of owners who built their retirement plans on assumed business values, only to discover they were millions off when they finally got a real valuation. From customer concentration issues to founder dependency to outdated systems, Steve and Adam explain the hidden factors that quietly drag value down and threaten a successful exit. What you'll take away: Why the majority of your net worth is trapped in the business How inaccurate assumptions ruin exit plans What buyers actually pay for (hint, it's not revenue alone) Three steps to close the wealth gap and harvest your equity And more!   Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!    Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

Most founders assume their CPA has them covered. If the IRS isn't sending letters, everything must be fine… right? In this episode of Scale to Sell, Steve and Adam break open one of the biggest blind spots in the business-owner world, showing why the "old way" of tax preparation keeps owners overpaying year after year without ever realizing what's possible. Steve shares real cases where advanced tax planning teams uncovered six- and seven-figure savings for owners who thought they were already in great shape. Adam explains why traditional CPAs rarely bring proactive strategies to the table, and how founders can tell when they've outgrown their current advisor. What you'll take away: What advanced tax planning actually is and why wealthy families use it Signals you've outgrown your CPA Legal strategies that may reduce income and capital gains taxes How tax planning fits into building an exit-ready business And more!   Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!    Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

What does it take to build a thriving business that runs like a well-oiled machine without losing sight of your people? In this success story, we hear how one entrepreneur turned a one-man lawn care startup into a multi-location operation built on faith, family, and smart systems. In this episode, Steve Burton sits down with Craig Zeigler, founder of Agronomic Lawn Management (ALM), a Virginia-based business that has grown steadily for more than 25 years by focusing on leadership, education, and trust. Steve and Craig discuss: How a golf course setback sparked a new business idea The early grind, from flyers to long days and "working scared" Investing in growth and mentorship through strategic consulting How structure, process, and people fuel scalability Building culture, faith, and financial wisdom into the workplace Letting go of control and empowering your team to lead And more! Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!    Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton Connect with Craig Zeigler: LinkedIn: Craig Zeigler LinkedIn: Agronomic Lawn Management Agromatic Lawn Management (ALM) About Our Guest: Craig Zeigler is the founder and president of Agronomic Lawn Management (ALM), a leading lawn care company serving Southeastern Virginia for more than 25 years. With a background in turfgrass management and a business built on faith, education, and trust, Craig has grown ALM from a one-man operation to a multi-location success story. His philosophy, "We grow, we don't mow," reflects his passion for excellence, client service, and developing people who take ownership of their work.  

Many business owners believe that growth and exit are separate goals.  They're not. The same traits that make your business scalable — systems, team, and documented processes — are what make it valuable to a buyer. In this episode, Adam and Steve unpack the key readiness factors that apply whether you're planning to grow, sell, or just want to build a business that doesn't grind you into the ground. They cover everything from owner dependence and team leadership to personal readiness and emotional burnout, because you're not just scaling for the spreadsheets, you're scaling for your life. Key insights you'll walk away with: Why "grow first, figure out the exit later" is a dangerous trap How team, systems, and documented processes drive both freedom and valuation What makes 77% of owners regret their exit, and how to avoid it The five D's every business owner needs to prepare for (whether you're selling or not) And more!   Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!    Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

You'd be surprised how many solid businesses never sell, not because the numbers don't add up, but because the owner didn't plan early enough, or worse, tried to do it solo. In this episode, Steve Burton reconnects with M&A advisor Jeff Snell to shine a light on the silent deal killers. They're not always dramatic. Sometimes it's poor documentation. Sometimes it's handing the business to your kid with no real plan. And sometimes… it's just waiting too long. With the market flooded with buyers, there's never been a better time to get ahead of the game. Whether you're thinking of selling in 2 years or 20, this one's for you. What's inside this release: The biggest mistake founders make when trying to sell Why "doing it yourself" almost always backfires What to know before handing the business to family How to use today's market to build freedom, not just exit And more!   Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!    Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton   Connect with Jeff Snell:   LinkedIn: Jeff Snell, MAMI, LMCBI, ABI ENLIGN Business Brokers   About our Guest:    Jeff Snell is an M&A expert with over 20 years of experience in business brokerage. He is the credentialing chairman for the International Business Brokers Association and holds several prestigious designations, including Certified Business Intermediary and Merger and Acquisitions Master Intermediary.  

New SBA rules are shaking up the market, and if you're buying or selling a business, you need to know what just changed. In this episode, Steve Burton welcomes back M&A expert Jeff Snell to unpack the latest SBA updates, including how new SOP changes can double buying power, reduce down payments, and expand access to $10M loan guarantees for manufacturers. Jeff shares why sellers need to prepare for standby seller notes and why buyers must now arrive with pre-qualification letters, real experience, and a tight team. With more private equity and individual buyers than ever, the competition is fierce and the opportunity is enormous. What to expect: How SBA loan caps and SOP changes impact deal size Why buyer demand is at an all-time high The 6–12 month timeline sellers must plan for How to make your offer stand out in a crowded market And more!   Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!  Understanding Business Valuations with M&A Pro Jeff Snell (Ep. 24) Growth Through Acquisition with Jeff Snell (Ep. 35)   Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton   Connect with Jeff Snell:   LinkedIn: Jeff Snell, MAMI, LMCBI, ABI ENLIGN Business Brokers   About our Guest:    Jeff Snell is an M&A expert with over 20 years of experience in business brokerage. He is the credentialing chairman for the International Business Brokers Association and holds several prestigious designations, including Certified Business Intermediary and Merger and Acquisitions Master Intermediary.  

When Alan Porter's family faced medical and financial crises, he discovered a little-known clause in a life insurance policy that changed everything.  That awakening launched his career in tax and business advisory, and today, he helps business owners and high-net-worth families keep more of what they've earned. In this episode, Alan Porter, Certified Tax and Business Advisor and CFF (Certified Financial Fiduciary), from Strategic Wealth Strategies, joins Steve Burton to expose why most CPAs don't actually reduce your taxes and why 93% of small businesses overpay. From real-life stories to advanced tax strategies, Alan breaks down the difference between tax prep and tax planning and how it impacts your ability to sell, retire, or reinvest. Here's what you can expect from the episode: The biggest tax mistake 93% of businesses make How to use insurance for tax-free retirement A $2.2M case study that rewrote one client's future Why entity structure and timing change everything And so much more!   Resources: "Tax Free Retirement Solution" by Alan Porter Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!    Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton   Connect with Alan Porter:    Alan Porter Website Strategic Wealth Strategies LinkedIn: Alan Lee Porter, CEO   About our Guest:    An accomplished expert in financial fiduciary matters, Alan Porter guides his clients in reducing or eliminating their unnecessary taxes, fees, and debts as a SMART Adviser and owner at Strategic Wealth Strategies, which has been in operation since 2011. Through the company, he and his team of Certified Public Accountants, tax-focused attorneys, and other specialists utilize more than five decades of experience in the field to provide financial guidance, help set up tax-free retirement plans, and guarantee income for a lifetime, as well as protection for long-term care expenses. Backed by accrued experience in the industry, as well as a lengthy military career, Mr. Porter attributes his success at Strategic Wealth Strategies to his unwavering passion for educating individuals and offering assistance with their financial struggles, as well as the love and support of his wife, Ela.  

Are you building a business that buyers actually want?  Adam and Steve Burton uncover what drives value and how to create a business that commands a premium price, whether or not you're planning to sell today. Together, they explore the 6 P Method: People, Product, Process, Proprietary, Patrons, and Profit, detailing how each factor can make or break your ability to scale, enjoy your life, and exit on your terms. Through real-world examples (like the rise and fall of Blockbuster, Kodak, and other once-thriving companies), they highlight the risks of staying stagnant and the rewards of future-focused leadership. What you'll learn: Why the right team unlocks both profit and freedom How to build diversified and sustainable revenue streams The role of processes and proprietary assets in boosting valuation How customer loyalty and culture increase multiples And more! Resources:   Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!  "Exit Rich: The 6 P Method to Sell Your Business for Huge Profit" by Michelle Seiler Tucker "Wealthy and Well Known" by Rory and AJ Vaden "The AI-Driven Leader" by Geoff Woods How to Create Business, Personal, and Financial Freedom Before You Exit (Ep. 45) The Power of Mission Statements: How this Non-profit Practice Could Help Grow Your For-profit Company with Jonathan Sheeley (Ep. 21)   Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

What if you could build financial, personal, and business freedom, without selling your business? In this episode, Adam and Steve Burton challenge the myth that you have to wait for a big liquidity event to win. Instead, they break down four specific freedoms that every owner can build right now to stop being the bottleneck and start enjoying life before the exit. Adam and Steve discuss: (00:03:00) Why business owners don't need to sell to create freedom (00:06:00) Systems over sweat: building a business that runs without you (00:11:00) Clear roles, team accountability, and the path to owner independence (00:16:00) Strategic compensation, recurring revenue, and how to fund freedom now (00:20:00) What "flexible exit options" really mean and how to stay ready to grow or sell And more. Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!  Unlocking the Current Value and Dream Value of Your Business with Jason Early (Ep. 43)   Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

What if handing the business to your kids does more harm than good? In this episode, Adam and Steve Burton talk about the emotional and financial complexities of passing down a family-owned business. Drawing insights from the book Every Family's Business by Thomas William Deans, they explore the often-ignored questions that can make or break a legacy. Adam and Steve discuss: (00:01) The real risks of assuming your kids want—or are ready—to take over (00:06) Why differing visions between generations lead to conflict and burnout (00:12) How ownership structure and communication prevent team disruption (00:16) Why annual valuations and succession plans protect the entire family And more Resources:   Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today! Every Family's Business: 12 Common Sense Questions To Protect Your Wealth by Thomas William Deans Unlocking the Current Value and Dream Value of Your Business with Jason Early (Ep. 43)   Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

Most business owners don't realize their business could be worth far more, or far less, than they think. What's worse? They don't discover this until it's too late. In this episode, Steve Burton sits down with Jason Early, founder of RISR, to reveal how business owners can stop guessing and start knowing their business value today and in the future. Steve and Jason discuss: Why your business is likely 80% of your net worth—and still not tracked The real difference between your "current value" and "dream value" The hidden risks quietly dragging down your business's valuation Why owner dependency kills transferable value (and how to fix it) And more Resources: Get your free personalized report at www.scaletosell.com/value Book your free discovery call with us today! Connect with Our Team: Website: Scale to Sell📧 [email protected] LinkedIn: Scale to SellFacebook: Scale to SellYouTube: Scale to SellInstagram: Scale to Sell Connect with Adam Burton and Steve Burton: LinkedIn: Adam BurtonLinkedIn: Steve Burton Connect with Jason Early: LinkedIn: Jason EarlyWebsite: RISR About Our Guest: Jason Early is the founder of RISR, a platform built to help financial advisors and business owners bridge the valuation gap. With decades of experience in financial services and wealth tech, Jason has created a system to demystify the business valuation process, helping owners align their exit goals with their actual business value.  

What if your company's 401(k) is quietly draining your employees' retirement savings, and putting your business at compliance risk? In this episode, Steve Burton sits down with Michael Tarr, Director of 401(k) Maneuver and MEP & PEP Plan Services at Royal Fund Management. Together, they break down why so many company retirement plans underperform and what business owners can do about it. Steve and Michael discuss: Why most 401(k) plans fail employees: lack of guidance, high fees, and poor management The hidden cost of target-date funds and why active management matters What "benchmarking" your 401(k) really means—and why the Department of Labor cares Secure Act 2.0 changes: how age 50 in-service transfers open new planning opportunities The difference between a MEP and a PEP—and why these models are the future of retirement plans How to get your plan benchmarked for free and avoid common audit headaches Resources: Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!  Connect with Our Team: Website: Scale to SellEmail: [email protected] LinkedIn: Scale to SellFacebook: Scale to SellYouTube: Scale to SellInstagram: Scale to Sell Connect with Adam Burton and Steve Burton: LinkedIn: Adam BurtonLinkedIn: Steve Burton Connect with Michael R. Tarr, II: Website: Royal Fund ManagementLinkedIn: Michael R. Tarr, II About Our Guest: Michael Tarr brings deep expertise in retirement plan design, compliance, and participant-focused investment strategies. As Director at Royal Fund Management, Michael helps businesses across the country optimize their 401(k) plans with fiduciary-focused solutions like the 401(k) Maneuver PEP.  

You may feel ready to exit, but is your business truly prepared?   In this episode of Scale to Sell, hosts Adam and Steve Burton unpack powerful insights from two exit planning conferences. From valuations to AI to family handoffs, they break down what most owners miss—and how to fix it. Whether you're five years out or thinking about it now, this episode could reshape your strategy.   Steve and Adam discuss:   The importance of building an exit-ready business that can run without you (05:00)  Why business owners need a realistic valuation and how to use it to plan a successful exit (08:17)  How family businesses are at risk when there's no clear succession or structure in place (12:25)  Why handing off the business to your kids without liquidity is harming generational wealth (15:52)  How AI and smart acquisitions can fuel growth and improve both sales and buyer appeal (18:17)  And more!   Resources:   Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!  FREE Valuation Report - What's Your Business Worth?   Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

What makes recurring revenue the darling of the business world today?  In episode 40 of the Scale to Sell podcast, Adam and Steve Burton explore the power of incorporating a recurring revenue model into your business. This episode highlights why recurring revenue businesses, like HVAC and lawn services, are highly valued by private equity firms and competitors alike. Discover how building predictable and stable revenue can ensure long-term business success. These conversations tackle the common hesitations business owners may have and illustrate why you might be more suited for a subscription model than you think. Tune in to uncover: (00:05:10) The strength of predictable and stable revenue models  (00:08:45) How recurring revenue increases customer lifetime value  (00:12:20) Strategies to improve customer retention and brand authority  (00:18:05) Popular industries and surprising sectors embracing subscription models  Resources: Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!  Mission One Million by Merle Gilley and Steve Burton Predictable Profits by Stu McLaren Growth Through Acquisition with Jeff Snell (Ep. 35) How to Make More Money While Working Less in Your Business (Ep. 39) Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

Ever wondered how to make more money while spending less time in the business?  In this episode, father-son duo Adam and Steve Burton take on the challenge many business owners face: balancing work and life while increasing profitability. Listen in as they uncover the secret to working smarter, not harder. Adam and Steve walk us through: (04:20) The common pitfalls business owners face and how to escape the daily grind  (14:45) The necessity of focusing on high-leverage work to boost revenue and growth  Strategies for delegating tasks and leveraging technology (24:35) (30:50) Conducting a time audit and identifying processes to eliminate or automate  (42:10) The critical role of work-life balance in sustainable business growth  Resources: About Michael Hyatt   Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton   For anyone feeling overwhelmed by the demands of their business, this discussion is packed with actionable insights that can redefine how you view productivity and business success.  

What if boosting your team's financial know-how could also boost your business's success? That's the crux of today's episode, as we explore the power of workplace financial education. Join Steve Burton and guest James Blanton, a specialist in financial education and the brain behind "PemLife," as they uncover why a financially savvy workforce is critical. Learn about the "Personal Economic Model," an engaging tool for educating employees about money management—its colleges are already embracing. Discover how financial literacy can reduce stress and turnover, creating a more stable and productive work environment. Steve and James discuss: (00:01:53) The importance of financial education in the workplace  (00:03:14) The groundbreaking "Personal Economic Model" and its impact  (00:05:43) How financial knowledge reduces stress and stabilizes teams  (00:14:48) Simple steps to integrate financial education in your company  Resources:   Unlock your business's potential with our free Scale to Sell self-assessment. Book your free discovery call with us today!  Mission One Million by Merle Gilley and Steve Burton   Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton   Connect James Blanton:    Personal Economic Model: PemLife James Blanton:  Linkedin   About Our Guest:    James Blanton is the Managing Director and Co-Founder of PEM LIFE, an organization committed to enhancing financial education through innovative, visual learning tools and practical curriculum design. Together with Don Blanton (no familial relation), he co-created Personal Finance Illustrated®, which incorporates the Personal Economic Model®—a powerful visual framework that simplifies complex financial topics and empowers individuals to make informed decisions.   Blanton's mission is to help people better understand how to balance current lifestyle desires with future financial needs. His work emphasizes efficiency, clarity, and the importance of education in long-term financial success. PEM LIFE's resources are now being used by educators across the country to improve financial literacy in classrooms and communities alike.  

Summary: What's your plan for life after selling your business? Even if you're not ready to exit, giving this some thought could save you a lot of trouble down the road. Episode 37 of the Scale to Sell podcast with Adam and Steve Burton unpacks what comes after selling a business and why planning for it is crucial. With 70% of business owners feeling unsatisfied a year after selling, it's vital to prepare not just financially, but personally too. They discuss avoiding the dreaded post-sale unfulfillment and offer insights into creating a fulfilling new chapter of your life. Adam and Steve discuss: (00:03:20) The emotional rollercoaster of selling (00:06:45) Planning your post-sale life activities  (00:10:12) Financial readiness and income strategies post-exit  (00:15:00) Reinvesting and legacy planning  Resources:   Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!  Mission One Million by Merle Gilley and Steve Burton Epidose 36: 4 Considerations BEFORE You Do an Internal Transfer of Your Business   Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

What does it take to pass down your business to the next generation successfully? Join Adam and Steve Burton on this episode of Scale to Sell as they break down the tricky process of internal business transfers. Whether it's grooming your child to take over the family business or handing it off to a key employee, there's a lot more to consider than you might think. Adam and Steve Burton discuss:  (01:45) Finding a qualified and genuinely interested successor  (05:32) Ensuring your successor truly desires the role and is prepared for the responsibilities  (10:48) Structuring your compensation plan to mitigate risks and secure your financial future  (16:17) Crafting a seamless transition strategy for continued business success  Do you know if your internal transfer plan is foolproof? Tune in to find out and gain insights on structuring a smooth transition. Plus, learn how you can shield your legacy and safeguard your financial security during the process. Resources: Episode 5: Internal v. External Sale - Part 1 Episode 6: Internal v. External Sale - Part 2   Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton: LinkedIn: Adam Burton  LinkedIn: Steve Burton  

Summary:   What does it take to successfully grow your business through acquisition in a landscape bustling with opportunity?   In this episode, Steve Burton and M&A expert Jeff Snell discuss growth through acquisition – one of the swiftest routes to scaling your business. With millions of baby boomers ready to pass on their businesses, now is a prime time for owner-operators to capitalize on this trend. Jeff, a seasoned professional with over two decades in mergers and acquisitions, shares his extensive experience, offering insights into acquiring businesses right, including understanding valuation and leveraging advantageous SBA loan terms.   Steve and Jeff discuss:    (02:24) Jeff Snell's journey from business owner to M&A advisor (09:12) The dynamics of growth by acquisition (12:16) How the current high-interest rate environment can actually be advantageous for buyers (15:13) The role of SBA loans in financing acquisitions with relaxed terms (24:01) The importance of knowing your business value and how it influences exit strategies And more   Take advantage of this golden age of business transition and discover how acquisition might be a viable strategy for your growth plan. Don't miss out on Jeff Snell's expert advice on avoiding common pitfalls and maximizing value through strategic partnerships.   Resources: Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!  Mission One Million by Merle Gilley and Steve Burton Understanding Business Valuations with M&A Pro Jeff Snell (Ep. 24)   Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton   Connect with Jeff Snell:   LinkedIn: Jeff Snell ENLIGN Business Brokers   About our Guest:    Jeff Snell is an M&A expert with over 20 years of experience in business brokerage. He is the credentialing chairman for the International Business Brokers Association and holds several prestigious designations, including Certified Business Intermediary and Merger and Acquisitions Master Intermediary.  

Celebrating One Year of Scale to Sell: Key Takeaways for Business Owners (Ep. 34)   Summary:   What are you missing out on?   In this special anniversary episode, Adam and Steve Burton celebrate one year of the Scale to Sell podcast by diving into the critical lessons learned from real business owners. Are you aware that only 20-30% of small businesses successfully sell? Adam and Steve explore the hidden hurdles and share proven strategies to ensure you're not just another statistic. If you're a business owner looking to exit on your terms, this episode is packed with essential information. Join them for a candid conversation about avoiding common pitfalls and planning your successful exit.   Adam and Steve discuss:   ●       (03:57) Why most exits leave owners unhappy ●       (11:19) The critical need for effective time management and delegation ●       (12:20) Options for internal and external exit strategies ●       (16:02) The importance of knowing your business's value ●       And more     Resources: ●       Unlock your business's potential with our free Scale to Sell self-assessment ●       Book your free discovery call with us today! ●       Mission One Million by Merle Gilley and Steve Burton   Connect with Our Team:   ●       Website: Scale to Sell ●       [email protected] ●       LinkedIn: Scale to Sell ●       Facebook: Scale to Sell ●       YouTube: Scale to Sell ●       Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   ●       LinkedIn: Adam Burton ●       LinkedIn: Steve Burton

Summary:   Are you just checking boxes with your taxes? It might be costing you a fortune.   In this episode, Steve Burton dives into the crucial difference between tax preparation and tax planning with Blake Schaper, CPA, MST, CTFA, CEO of BrookHaven Family Office. With extensive experience on teams that handle accounts ranging from NFL team owners to budding entrepreneurs, Blake sheds light on the importance of proactive tax strategies for business owners. They discuss the proactive steps to minimize tax liabilities while enhancing overall business value. Blake discusses:  (04:09) The vital difference between tax preparation and proactive tax planning (06:40) Why aligning your tax, financial, and estate plans is crucial  (09:23) The significant benefits of staging your business for sale, much like staging a home (16:04) Navigating the landscape of taxes when passing your business down a generation And more  Resources: Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!  Mission One Million by Merle Gilley and Steve Burton  Connect with Our Team:  Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell  Connect with Steve Burton:  LinkedIn: Steve Burton Connect with Blake Schaper:  BrookHaven LinkedIn: Blake Schaper About our Guest:  After graduating from the University of North Georgia, Blake Schaper commissioned into the Georgia Army National Guard and attended the U.S. Army Flight School in Fort Rucker, Alabama. He spent the greater part of two years learning to fly helicopters and airplanes while simultaneously completing courses for his master's degree in Tax. He also graduated from the U.S. Army's Airborne School and the Republic of Georgia's Mountain Warfare School in Sachkhere, just 30 miles from the Russian border. Dedication and commitment to the country drive and focus him in his role at Armis.  Blake enlisted in the military in 2009 and spent the earlier part of his career as a Military Police Officer, during which he was named the Georgia Army National Guard Soldier of the Year (2011) and awarded a Meritorious Service Medal for his accomplishments. He continues to serve as a Platoon Leader and Blackhawk pilot in an Assault Helicopter Battalion. His master's degree is in Tax Planning from the University of Cincinnati, and he is currently testing for his designation as a CPA.  

Does your P&L sheet capture your company's true value? Adam and Steve Burton beg to differ.   In this episode, they tackle a crucial topic that often eludes business owners: knowing and growing your business value. This episode is packed with straightforward insights to help you understand how to not just measure profitability but also build real, marketable value.   Adam and Steve discuss:    (04:51) The crucial difference between income and market value (08:20) Why updating your business valuation is essential, not optional (12:30) The hidden power of intangible assets in business value (18:45) How a 'Family Office Model' aids in a streamlined, holistic exit plan And more   Discover how you can safeguard and elevate the worth of what might be your biggest asset. If you're ready to grow or considering an exit, tuning in could change your strategy. Start measuring what really matters today!   Resources: Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!  Mission One Million by Merle Gilley and Steve Burton Zillow.com Realtor.com   Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

Summary:   Why wait for the big payday when selling your business?   In this episode, Adam and Steve Burton dive into why harvesting value from your business before exiting is crucial. With engaging insights, they explore strategies for diversifying your assets and ensuring you aren't putting all your eggs in one basket. They emphasize understanding your business's value, planning strategically, and taking proactive steps to protect and grow your net worth.   Adam and Steve discuss:   (01:33) The importance of not tying up all your net worth in your business (06:24) How to take initiative and be strategic in asset diversification (08:12) The roles of tax planners and financial advisors in protecting wealth (12:30) Ways to de-risk both business and personal finances (14:54) Preparing for unexpected changes and ensuring liquidity (16:21) Seeking partial sales or equity release as a means to reduce risk (20:43) Options for internal sales and financing when passing the business on to family And more   Tune in and discover how strategically harvesting value now can create a solid foundation for the future.   Resources: Know your business' value with our free valuation! Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!  Mission One Million by Merle Gilley and Steve Burton   Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

Summary:   Are you setting goals for 2025 but find yourself wondering why they often fall flat?   In this episode, Adam and Steve Burton discuss setting goals that stick. They're diving into actionable steps to ensure success in both life and business, teaching you how to become a true DOER with their memorable acronym: Dream, Outline, Execute, Review.   Adam and Steve discuss:    (04:00) Dream: Setting meaningful goals that truly motivate you. (07:16 Outline: Crafting a detailed plan to achieve your dreams. (09:57) Execute: Taking concrete steps and aligning your schedule with your objectives. (14:53) Review: Reflecting on progress and making necessary adjustments. And more   These key components are your arsenal for making 2025 a year of transformation. Tune in to learn how aligning your team's vision with company goals can cultivate a purpose-driven culture.    Resources: Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!  Mission One Million by Merle Gilley and Steve Burton   Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

Summary:   Are you ready to prepare your business for a successful exit while securing financial freedom and a balanced lifestyle?   In this episode, Steve Burton welcomes Ed de la Rosa to discuss the substantial role a certified exit planner plays in a business's journey, even when exiting isn't immediately on the horizon. Discover how distinct strategies not only enhance a business's value but also equip you for unforeseen prospects. Get ready for insights on maximizing transferable value, embracing life beyond the business, and the crucial role of your expert team. Ed highlights the importance of not just focusing on profit but identifying and de-risking areas that can dramatically increase a business's valuation.   Ed discusses:    (02:52) The role of a certified exit planner (03:38) Value creation through de-risking and tax planning (05:06) Building a team for business growth and personal freedom (13:44) The importance of knowing your business's real value and making a regretless choice (18:28) Strategies for minimizing tax liabilities and boosting profitability And more Resources: Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!  Mission One Million by Merle Gilley and Steve Burton   Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton   Connect with Ed de la Rosa:    Website: Solid Ground Financial [email protected] LinkedIn: Ed de la Rosa   About our Guest:    Ed de la Rosa founded Solid Ground Financial to help baby boomers make sure they are on a sustainable path during their retirement years. You have worked hard for your money. You know that putting your money on solid ground is critical, especially as our desire to leave a legacy grows with the passing years.    

Summary:   How can enhancing employee benefits simultaneously boost business value and reduce costs?   Steve Burton sits down with Glenn Smith, Certified Exit Planning Advisor and Senior Partner of Coastal Region Benefits. Steve and Glenn talk about the untapped potential of supplemental benefits, and how they not only help attract and retain top talent but also play a crucial role in maximizing business value.    Their conversation reveals practical strategies and surprising financial benefits that many entrepreneurs may overlook, all while highlighting the importance of enhanced employee experiences in driving business success. Discover how businesses can boost employee satisfaction, retain top talent, and ultimately increase their business worth — without incurring additional costs.   Steve and Glenn discuss:    (04:08) The impact of employee retention on business value (06:31) The significance of intangible assets and the impact on business valuation (09:01) Addressing common challenges in employee retention and the role of benefit packages (12:48) Strategies for redirecting existing funds to optimize benefits (19:40) How a comprehensive benefits audit can reveal and fill gaps in your offerings And more   Tune in and explore the tangible advantages of employee benefits in shaping your business future. Remember, knowing the value is crucial for those looking to scale and eventually sell their business. Keep scaling!   Resources: Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!  Mission One Million by Merle Gilley and Steve Burton   Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton   Connect with Glenn Smith:    Website: Coastal Region Benefits LinkedIn: Glenn Smith [email protected]   About our Guest:    Glenn Smith is an experienced Enhanced Benefits Specialist with a demonstrated history of working in the insurance and benefits industry. He is skilled in Employee Benefits, Sales, Cafeteria Plans, Flexible Spending Accounts, Term Life Insurance, and Whole Life Insurance. Glenn is a strong sales professional with over 20 years of experience.  

Summary:   Why do so many businesses fail to sell?   In this episode, Adam and Steve Burton unpack the surprising reasons behind why most businesses don't successfully sell. They dive into the emotional and financial traps that keep entrepreneurs from securing the sale they envision. Adam and Steve emphasize the importance of understanding market value, preparing for personal changes, ensuring business transferability, and the need for a robust support network. Tune in as they demystify business value and provide clear guidance on ensuring a profitable exit strategy.   Adam and Steve discuss:    (01:30) Unrealistic expectations around business valuation (05:15) Emotional readiness for exit and its importance (08:39) Transferability and the role of systems (18:16) The significance of intangible assets in value creation (24:24) The critical role of a well-rounded expert team And more Resources: Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!    Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

Summary:   Ever wondered how to get your team to take ownership like you do? Making them feel invested might be simpler than you think.   Today on Scale to Sell, Adam Burton and Steve Burton explore seven practical ways to help employees adopt a business owner mindset. The conversation zeroes in on tips to drive initiative, responsibility, and caring as much about the success of your business as you do. Whether you're managing a small startup or a large enterprise, cultivating this sort of culture can transform your team and improve outcomes.   Adam and Steve discuss:    (03:17) How clarifying the 'why' behind your company can boost motivation and transparency (06:27) Tips for granting autonomy and encouraging creativity in your team (10:10) How aligning rewards with performance supports a stronger owner mentality (13:28) Why owning outcomes helps employees think strategically (17:34) Investing in your team's growth to cultivate leadership and responsibility (21:02) Highlighting successes to reinforce a proactive, ownership-driven culture (24:06) Encouraging innovation and calculated risk-taking with intrapreneurship initiatives And more   Tune in to discover how these strategic shifts can enhance the mindset and productivity within your company. Until next time, Keep Scaling!   Resources: Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!  Mission One Million by Merle Gilley and Steve Burton Unreasonable Hospitality by Will Guidara   Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

  Summary:   How much is employee turnover silently costing your business? Lower employee retention rates can cripple your business value – here's how you can turn the tide.   In this episode, Adam and Steve Burton tackle the rising challenge of employee turnover, offering tactical solutions such as a beneficial payroll tax credit and a future-oriented 401(k) program. These strategies not only reduce costs but also empower employees to perform at their best. By implementing these measures, you can build a strong, loyal team that adds substantial value to your business.   Adam and Steve discuss:    (01:50) How high employee turnover can significantly increase operational costs and reduce business value (13:12) The mutual benefits for employers and employees from implementing an ongoing payroll tax credit, boosting employee retention  (16:14) Why a tactically managed 401(k) plan encourages financial literacy and improves employee performance (23:28) Strategic employee benefits that enhance the long-term success and value of your business And more!   Resources:   Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today!  Mission One Million by Merle Gilley and Steve Burton 018 - Retaining Top Talent   Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton  

Summary:   How can you successfully sell your business and ensure a smooth transition?   In this episode Scale to Sell, Steve Burton speaks with Jeff Snell, a mergers and acquisitions expert, to discuss the nuances of selling a business. Together, they dive into the importance of business valuations, the current landscape of business sales, and strategic planning for a successful exit. You'll learn the key considerations for preparing your business for sale, the role of external and internal sales, and the value of having a qualified deal team.   Steve and Jeff discuss:     Importance of regular business valuations and how they vary The current market conditions affecting business sales Differences between external and internal sales The significance of having a well-rounded team for a successful exit And more   Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton and Steve Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton   Connect with Jeff Snell:   LinkedIn: Jeff Snell ENLIGN Business Brokers   About our Guest:    Jeff Snell is an M&A expert with over 20 years of experience in business brokerage. He is the credentialing chairman for the International Business Brokers Association and holds several prestigious designations, including Certified Business Intermediary and Merger and Acquisitions Master Intermediary.  

Summary:   How do you assess your business's value and plan for a smooth exit? How do you ensure your business thrives even in your absence?   Join Adam and Steve Burton as they dive into the crucial self-assessment questions every business owner should ask to determine their current status and future goals. You'll learn about the importance of understanding your business value, the necessity of stepping away without disruptions, and planning a thoughtful, strategic exit.   Adam and Steve discuss:    The importance of knowing the present value of your business in the current marketplace Challenges of being central to your business's growth and operation, and how to mitigate them Evaluating the business, financial, and personal aspects of your exit strategy The need for a defined succession and transition plan to ensure stability and continuity And more!   Resources: Unlock your business's potential with our free Scale to Sell self-assessment   Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton:   LinkedIn: Adam Burton   

Scale to Sell  5 Stages to Scale and Sell Your Business (Ep. 22)  Summary:  Scaling and selling a business can be a daunting task, but with the right strategies, it can lead to a successful and profitable exit.   How do you identify and protect the value of your business? How do you build and harvest that value to ensure a smooth exit on your terms?   This week on the Scale to Sell podcast, Adam and Steve Burton explore five critical stages for scaling and selling your business effectively. You'll gain valuable takeaways on how to strategically plan your exit, reduce risk, increase your business value, and ensure a smooth transition for your successor.   They touch on:    Identifying Value: Understanding the worth of your business and how it compares to others Protecting Value: De-risking your business to maximize its value Building Value: Growing your business by enhancing human, structural, customer, and social capital Harvesting Value: Securing a return on your investment through various exit strategies Managing Value: Protecting the wealth created and managing exit options And more! Resources: Are You Financially Ready to Retire? - Scale to Sell (Ep. 4) Get a free annual estimate of your business's value today! scaletosell.com/discovery  Connect with Our Team:  Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell Connect with Adam Burton: LinkedIn: Adam Burton   

Summary: Are you looking to strengthen your business mission statement and see a significant impact on growth? This week on Scale to Sell, Adam Burton chats with Jonathan Sheeley, Executive Consultant at Sheeley Executive Consulting, to explore how the principles of creating a powerful mission statement, often used in nonprofits, can be effectively transferred to for-profit companies.  Jonathan shares his extensive knowledge of strategic leadership and team-building, revealing how a clear mission statement can drive purpose and intentionality in business decisions and daily operations. Adam and Jonathan discuss:  The key components of a strong mission statement and how they differ between personal and business contexts The importance of having separate mission statements for personal and business goals How regularly revisiting and updating your mission statement can aid in effective decision-making The impact a well-crafted mission statement has on marketing, operations, and overall business success And more! Resources: Business Assessment (My Business Report) - Jonathan Sheeley Connect with Our Team:  Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell Connect with Adam and Steve Burton: LinkedIn: Adam Burton  LinkedIn: Steve Burton  Connect with Jonathan Sheeley: LinkedIn: Jonathan Sheeley Website: Sheeley Executive Consulting  About our Guest:  Jonathan Sheeley has assisted more than 100 leaders in capitalizing on the unique strengths of their companies. He acknowledges the significant responsibility that leadership entails and comprehends the importance of their success. With a decade of experience in strategic leadership and team building, Jonathan coaches leaders to navigate business challenges and maximize their potential. His expertise and guidance have been instrumental in helping many leaders like you to excel.  

Summary:   Are you prepared for the unexpected events that could disrupt your business exit plan?   This week on Scale to Sell, Adam and Steve Burton dive into the top five unexpected events – the five Ds – that can greatly impact your business exit strategy, emphasizing the vital importance of preparing for these situations.    They draw upon their extensive experience and references such as Christopher Snider's "Walking to Destiny", providing actionable insights to ensure your business and personal life are protected in the face of these potential disruptions.   Adam and Steve discuss:    The startling statistic that there is a 50% chance one of the five Ds will affect your business Death: The impact of a business owner's death on the business and family Disability: How a business owner's disability can hinder business operations Divorce: The potential complications of a business owner's divorce Distress: Various forms of distress that can affect a business, such as economic downturns or market changes Disagreement: The effects of disagreements between business partners on the business's value and operations And more!   Resources:   Get a free annual estimate of your business's value today! scaletosell.com/discovery  Walking to Destiny by Christopher M. Snider Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton    

Scale to Sell   Scale with the End in Mind (Ep. 19)   Summary:   Have you ever thought about the end goal for your business growth?   In this episode of Scale to Sell, Adam and Steve Burton explore the critical concept of "scaling with the end in mind," explaining why it's crucial for business owners to consistently evaluate their business value and plan for their exit strategy.    Discover how to form an effective exit team, distinguish value from profit, and fully prepare for exiting your business successfully.   Adam and Steve discuss:    Distinguishing value from profit and understanding their impact on business growth Creating a clear direction for growth to save time and reduce wasted opportunities Preparing for the three critical parts of a successful exit: the business, financial, and personal aspects Strategies to reduce burnout and frustration by planning your exit early And more!   Resources:   Get a free annual estimate of your business's value today! scaletosell.com/discovery  Connect with Our Team:    Website: Scale to Sell [email protected]  LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell   Connect with Adam Burton:   LinkedIn: Adam Burton  LinkedIn: Steve Burton 

Summary In this episode, Adam and Steve discuss the challenge of employee retention and share five ways to retain top talent. They emphasize the importance of having a clear mission and meaningful work, understanding your employees, fostering a positive company culture, offering bonuses and incentives, and providing flexible employee benefits. They also highlight the value of recognizing and acknowledging employees for their hard work. By implementing these strategies, business owners can attract and retain the right people to help their businesses grow and succeed.   Chapters 00:00 Introduction and the Challenge of Employee Retention 06:04 Chapter 1: The Importance of a Clear Mission and Meaningful Work 11:13 Chapter 2: Understanding Your Employees and Their Motivations 14:25 Chapter 3: Creating a Positive Company Culture 25:29 Chapter 5: Flexible Employee Benefits for Retention Episode Links: Sign up for our BusinessBuilder Thursday weekly guide - www.scaletosell.com Get a FREE professional valuation of your business - https://www.scaletosell.com/discovery    Follow the podcast so you never miss an episode. Please rate and review the podcast so more entrepreneurs can find this valuable content to scale and exit their businesses.   IG: @scaletosell FB: @scaletosell Youtube: @scaletosell LI: @scaletosell

One of our core values is to "implement than innovate" – the idea that it's better to get started and make improvements than wait forever for it to be quote-unquote "perfect" before it launches (if it ever does). Now that we've gotten the conversation started with the podcast, it's time to elevate the opportunity.  Listen as Adam Burton, co-host of the Scale to Sell Podcast, shares some exciting updates coming to the show and our community of entrepreneurs. Episode Links: Sign up for our BusinessBuilder Thursday weekly guide - www.scaletosell.com Get a FREE professional valuation of your business - https://www.scaletosell.com/discovery    Follow the podcast so you never miss an episode. Please rate and review the podcast so more entrepreneurs can find this valuable content to scale and exit their businesses.   IG: @scaletosell FB: @scaletosell Youtube: @scaletosell LI: @scaletosell

Summary In this episode, Adam and Steve discuss the concept of paying the 'dumb tax' as a business owner. They define the dumb tax as making mistakes unknowingly or unnecessarily due to a lack of guidance or seeking advice from experienced individuals. The hosts highlight three common ways that business owners pay the dumb tax: valuation errors, poorly structured business deals, and inadequate preparation. They emphasize the importance of seeking expert advice, conducting thorough research, and networking with peers to mitigate the dumb tax. The episode concludes with a reminder to take action and implement the insights gained from the discussion. Chapters 00:00 Introduction 01:23 Defining the Dumb Tax 09:22 Paying the Dumb Tax: Poorly Structured Business Deals 21:37 Mitigating the Dumb Tax 22:04 Conclusion Episode Links: Sign up for our BusinessBuilder Thursday weekly guide - www.scaletosell.com Get a FREE professional valuation of your business - https://www.scaletosell.com/discovery    Follow the podcast so you never miss an episode. Please rate and review the podcast so more entrepreneurs can find this valuable content to scale and exit their businesses.   IG: @scaletosell FB: @scaletosell Youtube: @scaletosell LI: @scaletosell

Summary In this episode, Adam and Steve discuss the concept of generational wealth and how it applies to business owners. They explore the challenges of creating and preserving generational wealth, including the failure rates of business transfers to the second and third generations. They emphasize the importance of proper planning, including having a financial advisor, tax planner, and estate attorney, as well as a transition process in place. They also discuss the idea of legacy planning and the various components involved in creating a successful exit and preserving wealth for future generations. Chapters 00:00 Understanding Generational Wealth 09:44 Challenges of Creating and Preserving Wealth 14:19 The Role of Planning and Professional Advisors 16:09 The Importance of a Transition Process Episode Links: Sign up for our BusinessBuilder Thursday weekly guide - www.scaletosell.com Get a FREE professional valuation of your business - https://www.scaletosell.com/discovery    Follow the podcast so you never miss an episode. Please rate and review the podcast so more entrepreneurs can find this valuable content to scale and exit their businesses.   IG: @scaletosell FB: @scaletosell Youtube: @scaletosell LI: @scaletosell

Summary In this episode, Adam and Steve discuss the difference between a lifestyle business owner and a value creator. They highlight the key characteristics of each type and emphasize the importance of transitioning from a lifestyle operator to a value creator. They explain that a lifestyle business owner is heavily dependent on the owner, lacks market value, and is focused on day-to-day operations. On the other hand, a value creator has systems and processes in place, attracts top talent, and has a business that is ready to transition at any moment. They also discuss the impact on personal life and legacy. Chapters 00:00 Introduction and Business Valuation Opportunity 01:39 Introduction to Lifestyle Business Owner vs Value Creator 06:04 Importance of Systems and Processes for Value Creation 09:41 Characteristics of a Value Creator 13:24 Transitioning to a Value Creator and Legacy 16:16 Creating More Profitability and Value Episode Links: Sign up for our BusinessBuilder Thursday weekly guide - www.scaletosell.com Get a FREE professional valuation of your business - https://www.scaletosell.com/discovery    Follow the podcast so you never miss an episode. Please rate and review the podcast so more entrepreneurs can find this valuable content to scale and exit their businesses.   IG: @scaletosell FB: @scaletosell Youtube: @scaletosell LI: @scaletosell

Summary In this episode, Adam and Steve discuss the importance of setting quarterly goals for company growth. They emphasize the need to connect goals with daily actions and habits in order to achieve them. They also highlight the value of having a SEPA (Certified Exit Planner) to guide business owners through the goal-setting process. The episode concludes with a reminder to focus on specific areas of the business for quarterly goals and to seek guidance from the Scale to Sell team. Chapters 00:00 Introduction and Business Valuation Opportunity 01:43 Episode 14: Quarterly Goals for Company Growth 03:03 The Importance of Quarterly Goals 09:48 The Value of a SEPA in Goal-Setting 12:28 Connecting Goals with Daily Actions and Habits 16:08 Focusing on Specific Areas for Quarterly Goals Episode Links: Sign up for our BusinessBuilder Thursday weekly guide - www.scaletosell.com Get a FREE professional valuation of your business - https://www.scaletosell.com/discovery    Follow the podcast so you never miss an episode. Please rate and review the podcast so more entrepreneurs can find this valuable content to scale and exit their businesses.   IG: @scaletosell FB: @scaletosell Youtube: @scaletosell LI: @scaletosell