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Description

Most business owners think they'll just clean things up when they're ready to sell.

Well, as great as that would be, it doesn’t work that way.

In this episode of The Art of Positioning, M&A attorney Alexandria Seydel and financial advisor Allie Beckmann join Beatrice to break down why 75% of businesses that go to market never actually sell.

And it's not market conditions, it's deal killers hiding in plain sight.

We cover:

Tune in to get a grip on positioning your business as the apple in the eyes of investors and customers alike.

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Find gaps in your brand health and performance in 5 minutes with ⁠⁠⁠⁠The Brand Health Audit⁠⁠⁠⁠.

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04:52 Increasing Market Value: Key Considerations

06:48 Brand Valuation and Rebranding Pitfalls

08:03 Exit Readiness and Strategic Planning

14:17 Customer Concentration and Operational Systems

15:19 Personal and Business Financial Planning

18:06 Mindset and Emotional Preparation for Exit

31:33 Nitty-Gritty Actions for a Successful Exit

39:51 Optimizing Business Operations

43:12 Legal and Financial Deal Killers

45:38 Owner Dependence and Succession Planning

50:23 Incentivizing Key Employees

53:53 Brand Strength and Reputation

01:03:32 Attracting Investors and Buyers

5 episodes to binge on:

  1. ⁠⁠⁠The no bullshit strategy⁠⁠⁠⁠ with Alex Smith
  2. ⁠⁠⁠Brand strategy in action⁠⁠⁠⁠ with Cam Varner
  3. ⁠⁠AI, Automation and Strategy⁠⁠ with Leland Best and Chris Troka
  4. ⁠⁠⁠Unmasking strategy⁠⁠ with Beatrice and Elijah
  5. ⁠⁠⁠What’s your position?⁠⁠⁠ with Beatrice and Elijah

Reach out to guest speakers:

Alexandria Seydel:

LinkedIn

Allie Beckmann:

LinkedIn | Get Liberated Financial

Disclaimer: All content is for education and information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Advisory services are offered by Liberated Financial, an Investment Advisor in the State of Colorado and other jurisdictions in which it may conduct business.

Follow Beatrice Gutknecht:

⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | ⁠⁠⁠⁠YouTube⁠⁠⁠⁠ | ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ | ⁠⁠⁠⁠Website⁠⁠⁠⁠

Produced by ⁠⁠⁠⁠Your Podcast Sidekick