Start Here: Exit Planning Essentials
Recent Episodes
How to Sell Your Business to the Right Buyer | Sequoya Borgman, Borgman Capital
How to Sell Your Business to the Right Buye | A private equity buyer’s view of what drives your value, how you get paid, and how to protect what you built.
Build a Business That Can Run Without You | Ed Offterdinger on the Leadership Gap That Costs You at Closing
Build a business that can run without you. Ed Offterdinger on the leadership gap buyers notice first, and why three years is the real timeline.
The Business Valuation Trap: Why 99% of Entrepreneurs Are Unknowingly Overestimating Their Company's Sale Price (Do THIS Instead)
In this episode, Wayne Zell and Ryan Berry discuss business valuation’s role in sales, the effects of customer concentration, reasons valuations can be costly, key value drivers for lower- to mid-market firms, and the importance of strong management. They also cover strategies to boost valuation.
Quick Answers for Business Owners
Selling a Business - LOI Letter of Intent Explained
Think of the LOI as a prenup don’t sign it without your attorney reviewing it for you.
How to Keep Key Employees without Paying Them More - Retention Bonuses Explained
What do you do when your top employee says they’ve been offered $25,000 more to join a competitor?
Wealth Transfer
Family holding companies can be powerful tools for business owners — but they are often misunderstood.
Succession Planning
Understanding MSP: What is a Management Succession Plan and why is it a must-have for any business owner?
Family Succession
Passing a business to the next generation involves far more than legal documents — it requires thoughtful planning around leadership, ownership, taxes, and family dynamics.