Shows
Founder's Guide PostExit Planning for Entrepreneurs (Scottsdale Founders Forum)In this special episode of the Founder's Guide Post, we bring you a front-row seat to a powerful live event focused on one of the most pivotal moments in an entrepreneur's journey: the exit. Hosted by journalist and PBS host Catherine Anaya, and led by Armando Roman—founder of Axiom Founders Family Office—this event was designed for founders preparing to sell their business, whether that's in five years or five months. Listeners will hear from Steve Johnson, a former SWAT officer turned entrepreneur who created a bullet-resistant window film and scaled his company from $500 to nearly $20 mill...
2025-06-251h 20Founder's Guide PostExit Planning for Entrepreneurs (Scottsdale Founders Forum)In this special episode of the Founder's Guide Post, we bring you a front-row seat to a powerful live event focused on one of the most pivotal moments in an entrepreneur's journey: the exit. Hosted by journalist and PBS host Catherine Anaya, and led by Armando Roman—founder of Axiom Founders Family Office—this event was designed for founders preparing to sell their business, whether that's in five years or five months. Listeners will hear from Steve Johnson, a former SWAT officer turned entrepreneur who created a bullet-resistant window film and scaled his company from $500 to nearly $20 mill...
2025-06-251h 20Founder's Guide PostA Family Office Before Or After Selling Your Business With Armando Roman And Guest Host, Catherine AnayaIn Ep. #62 of the #FoundersGuidepost Podcast, Catherine Anaya, three-time Emmy Award-winning journalist, interviews me about how Axiom Founders Family Office helps first-generation business owners protect what they've built and plan for what's next. I share how we support founders through business exits, tax planning, and creating strategies that reflect their values and goals. Even if they don't have hundreds of millions, they still face complex decisions—and that's where we step in. At Axiom, we act as a family CFO, helping coordinate everything from legal and financial planning to charitable giving and passing wealth to the next generation. Our go...
2025-04-021h 05Founder's Guide PostA Family Office Before Or After Selling Your Business With Armando Roman And Guest Host, Catherine AnayaIn Ep. #62 of the #FoundersGuidepost Podcast, Catherine Anaya, three-time Emmy Award-winning journalist, interviews me about how Axiom Founders Family Office helps first-generation business owners protect what they've built and plan for what's next. I share how we support founders through business exits, tax planning, and creating strategies that reflect their values and goals. Even if they don't have hundreds of millions, they still face complex decisions—and that's where we step in. At Axiom, we act as a family CFO, helping coordinate everything from legal and financial planning to charitable giving and passing wealth to the next generation. Our go...
2025-04-021h 05Founder's Guide PostSelling Your Business Through Franchising with Christina NoyesIn Ep. #61 of the #FoundersGuidePost Podcast, I sat down with Christina Noyes, a top legal expert in franchising, to discuss what it takes to turn a successful business into a thriving franchise. We cover everything from the legal and financial steps involved in becoming a franchisor to the strategies for scaling across multiple states—and even expanding internationally. Christina breaks down the must-know details about franchise agreements, intellectual property protection, financial disclosures, and how to attract the right franchisees. What You'll Learn: How to Transition from Business Owner to F...
2025-02-051h 03Founder's Guide PostSelling Your Business Through Franchising with Christina NoyesIn Ep. #61 of the #FoundersGuidePost Podcast, I sat down with Christina Noyes, a top legal expert in franchising, to discuss what it takes to turn a successful business into a thriving franchise. We cover everything from the legal and financial steps involved in becoming a franchisor to the strategies for scaling across multiple states—and even expanding internationally. Christina breaks down the must-know details about franchise agreements, intellectual property protection, financial disclosures, and how to attract the right franchisees. What You'll Learn: How to Transition from Business Owner to F...
2025-02-051h 03Founder's Guide PostStop Managing Symptoms and Start Solving Health Problems with Dr. Dan WoolIn Ep. #60 of the #FoundersGuidePost Podcast, we take a fresh look at what it means to truly take control of your health. Dr. Dan Wool shares his naturopathic approach, which focuses on identifying root causes, prioritizing preventive care, and creating personalized strategies to help you feel your best. If you've struggled with challenges like acid reflux/GERD, IBS, bloating, or fatigue—or been put on medications without a clear explanation or end date—this episode is for you. Dr. Wool explains how his methods address these issues and why feeling constantly tired after 40 isn't something you shou...
2025-01-221h 00Founder's Guide PostStop Managing Symptoms and Start Solving Health Problems with Dr. Dan WoolIn Ep. #60 of the #FoundersGuidePost Podcast, we take a fresh look at what it means to truly take control of your health. Dr. Dan Wool shares his naturopathic approach, which focuses on identifying root causes, prioritizing preventive care, and creating personalized strategies to help you feel your best. If you've struggled with challenges like acid reflux/GERD, IBS, bloating, or fatigue—or been put on medications without a clear explanation or end date—this episode is for you. Dr. Wool explains how his methods address these issues and why feeling constantly tired after 40 isn't something you shou...
2025-01-221h 00Founder's Guide PostUncertain About 2025? A Few Things to Consider For Your Business and Family with Armando RomanIn Ep. #59 of the #FoundersGuidePost Podcast, I talk about how to protect what you've worked so hard to build as we face the uncertainties of 2025. With inflation, economic shifts, and evolving regulations, it's more important than ever to take proactive steps to secure your business, your family, and your future. I share insights on retaining your top talent, safeguarding intellectual property, and using tools like key man life insurance and buy-sell agreements to ensure continuity. I also touch on financial preparedness, from building strong banking relationships to creating contingency plans for life's unexpected twists. This...
2025-01-0935 minFounder's Guide PostUncertain About 2025? A Few Things to Consider For Your Business and Family with Armando RomanIn Ep. #59 of the #FoundersGuidePost Podcast, I talk about how to protect what you've worked so hard to build as we face the uncertainties of 2025. With inflation, economic shifts, and evolving regulations, it's more important than ever to take proactive steps to secure your business, your family, and your future. I share insights on retaining your top talent, safeguarding intellectual property, and using tools like key man life insurance and buy-sell agreements to ensure continuity. I also touch on financial preparedness, from building strong banking relationships to creating contingency plans for life's unexpected twists. This...
2025-01-0935 minFounder's Guide PostM&A Attorney's Proven Tactics to Walk Away Wealthier when Selling Your Business with Wesley RobinsonIn the #58 episode of the #FoundersGuidePost Podcast, I sat down with Wesley Robinson, an M&A attorney at Ballard Spahr, to talk about what it takes to successfully sell or transition a business. Wesley explains why prepping 3 to 5 years out can help you avoid costly mistakes, streamline the process, and protect yourself during this once-in-a-lifetime event. From navigating due diligence to negotiating key terms like warranties, holdbacks, and payment structures, our guest shares why having a specialized M&A attorney on your team is essential. Wesley's insights will help you understand how to get your bu...
2024-12-1858 minFounder's Guide PostM&A Attorney's Proven Tactics to Walk Away Wealthier when Selling Your Business with Wesley RobinsonIn the #58 episode of the #FoundersGuidePost Podcast, I sat down with Wesley Robinson, an M&A attorney at Ballard Spahr, to talk about what it takes to successfully sell or transition a business. Wesley explains why prepping 3 to 5 years out can help you avoid costly mistakes, streamline the process, and protect yourself during this once-in-a-lifetime event. From navigating due diligence to negotiating key terms like warranties, holdbacks, and payment structures, our guest shares why having a specialized M&A attorney on your team is essential. Wesley's insights will help you understand how to get your bu...
2024-12-1858 minFounder's Guide PostSelling Your Business Made Easier with Strategic PR with Josh WeissIn Ep. #57 of the #FoundersGuidePost Podcast, I had the chance to chat with Josh Weiss, the founder of 10 to 1 Public Relations. Together, we unpacked the impact of PR in crafting strong reputations, achieving steady growth, and setting businesses up for successful transitions. What You'll Learn: Crafting Strong Reputations: PR builds trust and credibility through consistent storytelling, positioning businesses as reliable and reputable in their industries. Achieving Steady Growth: By leveraging strategies like media relations and thought leadership, PR drives sustained visibility and engagement that supports long-term business growth.
2024-12-041h 06Founder's Guide PostSelling Your Business Made Easier with Strategic PR with Josh WeissIn Ep. #57 of the #FoundersGuidePost Podcast, I had the chance to chat with Josh Weiss, the founder of 10 to 1 Public Relations. Together, we unpacked the impact of PR in crafting strong reputations, achieving steady growth, and setting businesses up for successful transitions. What You'll Learn: Crafting Strong Reputations: PR builds trust and credibility through consistent storytelling, positioning businesses as reliable and reputable in their industries. Achieving Steady Growth: By leveraging strategies like media relations and thought leadership, PR drives sustained visibility and engagement that supports long-term business growth.
2024-12-041h 06Founder's Guide PostThe Cold Stone Blueprint For Selling Your Business with Doug Ducey Ready to plan your perfect business exit? Prepare for a once in a lifetime exit and secure your legacy at the Scottsdale founders forum. The Scottsdale Founders Forum is tomorrow! Register now at scottsdalefoundersforum.com In Ep. #56 of the #FoundersGuidePost Podcast, I had the privilege of sitting down with Doug Ducey, the co-founder of Cold Stone Creamery and former Governor of Arizona. We talked about his journey of transforming Cold Stone from a single store into a global brand and the key decisions that led to...
2024-11-2038 minFounder's Guide PostThe Cold Stone Blueprint For Selling Your Business with Doug Ducey Ready to plan your perfect business exit? Prepare for a once in a lifetime exit and secure your legacy at the Scottsdale founders forum. The Scottsdale Founders Forum is tomorrow! Register now at scottsdalefoundersforum.com In Ep. #56 of the #FoundersGuidePost Podcast, I had the privilege of sitting down with Doug Ducey, the co-founder of Cold Stone Creamery and former Governor of Arizona. We talked about his journey of transforming Cold Stone from a single store into a global brand and the key decisions that led to...
2024-11-2038 minFounder's Guide Post10 Questions Founders Ask Before Selling Their BusinessReady to plan your perfect business exit? Prepare for a once in a lifetime exit and secure your legacy at the Scottsdale founders forum. Register for our next event at scottsdalefoundersforum.com In Ep. #55 of the #FoundersGuidePost Podcast, I share real questions from real business owners like you who are considering what it truly takes to plan a successful exit — whether it's finding the right buyer, preserving your family legacy, or making sure the sale supports your next chapter. What You'll Learn: Maximizing Value and Minimizing Taxes: The...
2024-11-1329 minFounder's Guide Post10 Questions Founders Ask Before Selling Their BusinessReady to plan your perfect business exit? Prepare for a once in a lifetime exit and secure your legacy at the Scottsdale founders forum. Register for our next event at scottsdalefoundersforum.com In Ep. #55 of the #FoundersGuidePost Podcast, I share real questions from real business owners like you who are considering what it truly takes to plan a successful exit — whether it's finding the right buyer, preserving your family legacy, or making sure the sale supports your next chapter. What You'll Learn: Maximizing Value and Minimizing Taxes: The...
2024-11-1329 minFounder's Guide PostWhat to do After The Passing of a Loved One (Legal, Tax and Financial Planning Requirements)In Ep. 54 of the #FoundersGuidePost Podcast, I speak with: My business partner and Wealth Advisor, Tom Marki Tax CPA, Greg Patel Estate planning attorney, Richard Keyt about the importance of proactive estate planning and financial preparation to help families handle the legal, financial, and tax challenges that come after the loss of a loved one. We talk about the need to regularly update estate documents, make sure assets are titled correctly, and work with a team of advisors—like financial advisors, attorneys, and tax professionals. This planning helps...
2024-10-3050 minFounder's Guide PostWhat to do After The Passing of a Loved One (Legal, Tax and Financial Planning Requirements)In Ep. 54 of the #FoundersGuidePost Podcast, I speak with: My business partner and Wealth Advisor, Tom Marki Tax CPA, Greg Patel Estate planning attorney, Richard Keyt about the importance of proactive estate planning and financial preparation to help families handle the legal, financial, and tax challenges that come after the loss of a loved one. We talk about the need to regularly update estate documents, make sure assets are titled correctly, and work with a team of advisors—like financial advisors, attorneys, and tax professionals. This planning helps...
2024-10-3050 minFounder's Guide PostProven Strategies for Growing and Selling Your BusinessIn Ep. 53 of the #FoundersGuidePost Podcast, I sat down with John McAdam, managing partner of Pioneer Business Ventures, to discuss practical strategies for growing and exiting a business. John explains the importance of having a clear value proposition, setting strategic goals, and focusing on business planning to drive growth. For business owners planning their exit, John shares key tips on improving profitability, knowing your company's true market value, and identifying potential buyers early. He also covers retirement planning, using tools like annuities to ensure financial stability after the sale. This episode offers actionable advice for th...
2024-10-161h 01Founder's Guide PostProven Strategies for Growing and Selling Your BusinessIn Ep. 53 of the #FoundersGuidePost Podcast, I sat down with John McAdam, managing partner of Pioneer Business Ventures, to discuss practical strategies for growing and exiting a business. John explains the importance of having a clear value proposition, setting strategic goals, and focusing on business planning to drive growth. For business owners planning their exit, John shares key tips on improving profitability, knowing your company's true market value, and identifying potential buyers early. He also covers retirement planning, using tools like annuities to ensure financial stability after the sale. This episode offers actionable advice for th...
2024-10-161h 01Founder's Guide PostEngaging Experts Early is the Key to Selling Your Business (Scottsdale Founders Forum)In Ep. 52 of the #FoundersGuidePost Podcast, we revisit the Fall '22 Scottsdale Founders Forum. Business experts take you through how selling a business is a major and complex event that requires careful planning, preparation, and the right team of professionals. The team includes M&A intermediaries, investment bankers, attorneys, and tax strategists. By engaging with advisors early, tracking key financial metrics, and creating a competitive bidding environment, business owners can maximize the value of their sale. We also learn how to plan ahead, especially with taxes, and to understand the risks associated with earnouts to en...
2024-10-021h 11Founder's Guide PostEngaging Experts Early is the Key to Selling Your Business (Scottsdale Founders Forum)In Ep. 52 of the #FoundersGuidePost Podcast, we revisit the Fall '22 Scottsdale Founders Forum. Business experts take you through how selling a business is a major and complex event that requires careful planning, preparation, and the right team of professionals. The team includes M&A intermediaries, investment bankers, attorneys, and tax strategists. By engaging with advisors early, tracking key financial metrics, and creating a competitive bidding environment, business owners can maximize the value of their sale. We also learn how to plan ahead, especially with taxes, and to understand the risks associated with earnouts to en...
2024-10-021h 11Founder's Guide PostHow to Maximize Value When Selling Your Business with Marcus SipoltIn Ep. #51 of the #FoundersGuidePost Podcast, Business Consultant, Marcus Sipolt, takes us through his unique approach to how he helps business owners grow their companies. He focuses on creating efficient systems when preparing businesses for transitions, whether through a sale or passing it to the next generation. Marcus highlights reducing owner involvement, standardizing processes, and maintaining strong financials as key steps. He also uses dashboards to track performance, aiming to make businesses more self-sustaining and valuable. Starting this process early is critical to ensuring a smooth transition. What You'll Lear...
2024-09-111h 00Founder's Guide PostHow to Maximize Value When Selling Your Business with Marcus SipoltIn Ep. #51 of the #FoundersGuidePost Podcast, Business Consultant, Marcus Sipolt, takes us through his unique approach to how he helps business owners grow their companies. He focuses on creating efficient systems when preparing businesses for transitions, whether through a sale or passing it to the next generation. Marcus highlights reducing owner involvement, standardizing processes, and maintaining strong financials as key steps. He also uses dashboards to track performance, aiming to make businesses more self-sustaining and valuable. Starting this process early is critical to ensuring a smooth transition. What You'll Lear...
2024-09-111h 00Founder's Guide PostExpert Advice You'll Need When Selling Your Business (Scottsdale Founders Forum)In Ep. #50 of the #FoundersGuidepostPodcast, we release the Spring 2022 Scottsdale Founders Forum event, highlighting the critical need for thorough preparation and the right team when selling your business. Selling isn't just about finding a buyer; it involves understanding your exit options and planning ahead. A panel of seasoned professional exit experts take us through the unique challenges of that once-in-a-lifetime sale of your business, emphasizing how family dynamics can impact the successful business transfer. This advice remains just as relevant today: proper planning and professional guidance are essential for a successful exit and the beginning o...
2024-08-281h 42Founder's Guide PostExpert Advice You'll Need When Selling Your Business (Scottsdale Founders Forum)In Ep. #50 of the #FoundersGuidepostPodcast, we release the Spring 2022 Scottsdale Founders Forum event, highlighting the critical need for thorough preparation and the right team when selling your business. Selling isn't just about finding a buyer; it involves understanding your exit options and planning ahead. A panel of seasoned professional exit experts take us through the unique challenges of that once-in-a-lifetime sale of your business, emphasizing how family dynamics can impact the successful business transfer. This advice remains just as relevant today: proper planning and professional guidance are essential for a successful exit and the beginning o...
2024-08-281h 42Founder's Guide PostPlanning for the 2026 Estate Tax Changes when Selling Your Business with Sam DiPietroIn Ep. #49 of the #FoundersGuidePost Podcast, I sit down with Sam DiPietro from Spencer Fane for a conversation about the critical importance of early and strategic estate planning for business owners when preparing for the upcoming 2026 changes to estate tax laws. Sam walks us through the importance of proactive planning, such as using valuation discounts, restructuring your business, and having open conversations with your family. These strategies can help you reduce tax liabilities and ensure your wealth is preserved and transferred according to your wishes. Starting these discussions and planning efforts early is essential to a...
2024-08-1453 minFounder's Guide PostPlanning for the 2026 Estate Tax Changes when Selling Your Business with Sam DiPietroIn Ep. #49 of the #FoundersGuidePost Podcast, I sit down with Sam DiPietro from Spencer Fane for a conversation about the critical importance of early and strategic estate planning for business owners when preparing for the upcoming 2026 changes to estate tax laws. Sam walks us through the importance of proactive planning, such as using valuation discounts, restructuring your business, and having open conversations with your family. These strategies can help you reduce tax liabilities and ensure your wealth is preserved and transferred according to your wishes. Starting these discussions and planning efforts early is essential to a...
2024-08-1453 minFounder's Guide PostBuilding WebPT into a Multi-Million Dollar Industry Leader with Heidi JannengaIn Ep. #48 of the Founder's Guide Post Podcast, Heidi Jannenga details her journey in founding and growing WebPT. She highlights the strategic decisions, challenges, successes that were encountered along the way and her experiences of being a female leader in a male dominated industry. Heidi focuses on the importance of having a clear vision, staying focused, bringing in specialized expertise at different stages of growth, maintaining strong core values and company culture, and making informed decisions about investment and expansion. What You'll Learn: Strategic Decisions and Growth: K...
2024-07-311h 01Founder's Guide PostBuilding WebPT into a Multi-Million Dollar Industry Leader with Heidi JannengaIn Ep. #48 of the Founder's Guide Post Podcast, Heidi Jannenga details her journey in founding and growing WebPT. She highlights the strategic decisions, challenges, successes that were encountered along the way and her experiences of being a female leader in a male dominated industry. Heidi focuses on the importance of having a clear vision, staying focused, bringing in specialized expertise at different stages of growth, maintaining strong core values and company culture, and making informed decisions about investment and expansion. What You'll Learn: Strategic Decisions and Growth: K...
2024-07-311h 01Founder's Guide PostQuestions Founders Ask if They Have Never Sold Before – Part 3In the latest episode of the #FoundersGuidePost Podcast, we'll explore the third part of the Scottsdale Founders Forum white paper, which helps business founders with their first exit. The Founder's Forum white paper, which is available on FoundersGuidePost.com, is based on the Scottsdale Founder's Forum, a bi-annual live event to help Arizona founders preserve their American Success Story. This live event offers valuable insights from experts like merger and acquisition attorneys and investment bankers. In this episode, Armando Roman talks about why it's important to: Not sell on your own. En...
2024-07-1712 minFounder's Guide PostQuestions Founders Ask if They Have Never Sold Before – Part 3In the latest episode of the #FoundersGuidePost Podcast, we'll explore the third part of the Scottsdale Founders Forum white paper, which helps business founders with their first exit. The Founder's Forum white paper, which is available on FoundersGuidePost.com, is based on the Scottsdale Founder's Forum, a bi-annual live event to help Arizona founders preserve their American Success Story. This live event offers valuable insights from experts like merger and acquisition attorneys and investment bankers. In this episode, Armando Roman talks about why it's important to: Not sell on your own. En...
2024-07-1712 minFounder's Guide PostQuestions Founders Ask if They Have Never Sold Before - Part 2In Ep. #46 of the #FoundersGuidePost Podcast, I dive into the Scottsdale Founders Forum events, which are designed to help business founders prepare for selling their companies. These events offer valuable expert advice, such as the importance of early planning, assembling a professional exit team, and getting ready for the pre-sale process. Additionally, it's crucial to operate your business as if it's always for sale, understand what drives its value, understand emotional and financial readiness, and plan for life after the sale. What You'll Learn: Early Planning and Preparation: Start pla...
2024-07-0311 minFounder's Guide PostQuestions Founders Ask if They Have Never Sold Before - Part 2In Ep. #46 of the #FoundersGuidePost Podcast, I dive into the Scottsdale Founders Forum events, which are designed to help business founders prepare for selling their companies. These events offer valuable expert advice, such as the importance of early planning, assembling a professional exit team, and getting ready for the pre-sale process. Additionally, it's crucial to operate your business as if it's always for sale, understand what drives its value, understand emotional and financial readiness, and plan for life after the sale. What You'll Learn: Early Planning and Preparation: Start pla...
2024-07-0311 minFounder's Guide PostQuestions Founders Ask If They Have Never Sold A Business BeforeIn episode #45 of the #FoundersGuidePost Podcast, I take you through key insights from the Scottsdale Founders Forum, focusing on the critical considerations and questions founders should address when preparing to sell their businesses. We explore seven essential questions: determining your business's value, making strategic changes to increase that value, understanding the selling process, maintaining confidentiality, the role of investment bankers, timing the sale, and ensuring the sale proceeds meet your personal and financial goals. This episode emphasizes the importance of thorough preparation and expert advice for a successful and satisfying business exit. What Yo...
2024-06-1910 minFounder's Guide PostQuestions Founders Ask If They Have Never Sold A Business BeforeIn episode #45 of the #FoundersGuidePost Podcast, I take you through key insights from the Scottsdale Founders Forum, focusing on the critical considerations and questions founders should address when preparing to sell their businesses. We explore seven essential questions: determining your business's value, making strategic changes to increase that value, understanding the selling process, maintaining confidentiality, the role of investment bankers, timing the sale, and ensuring the sale proceeds meet your personal and financial goals. This episode emphasizes the importance of thorough preparation and expert advice for a successful and satisfying business exit. What Yo...
2024-06-1910 minFounder's Guide PostEstate Planning Essentials Before Selling Your BusinessIn the episode #44 of the #FoundersGuidePost Podcast, my business partner, Tom Marki, and I cover the important estate planning aspects that business owners need to consider when they're planning to sell their business. This is a checklist we like to use with our clients to help them effectively navigate the complexities of updating and maintaining their estate plans as they face life's changes. In our conversation, we cover several crucial areas: The vital role that key personnel play in keeping the business successful after it's been sold. What needs to be thought through w...
2024-06-0523 minFounder's Guide PostEstate Planning Essentials Before Selling Your BusinessIn the episode #44 of the #FoundersGuidePost Podcast, my business partner, Tom Marki, and I cover the important estate planning aspects that business owners need to consider when they're planning to sell their business. This is a checklist we like to use with our clients to help them effectively navigate the complexities of updating and maintaining their estate plans as they face life's changes. In our conversation, we cover several crucial areas: The vital role that key personnel play in keeping the business successful after it's been sold. What needs to be thought through w...
2024-06-0523 minFounder's Guide PostStrategic Financial Insights for Selling Your Business with Neil PatelIn Ep. #43 of the #FoundersGuidePost Podcast, I had the pleasure to sit down and talk with Neil Patel of Patel Advisory Group, PC. Neil is an expert who helps entrepreneurs gear up to exit their business. He focuses on refining business systems and improving financial literacy, which allows for crystal clear decision-making and successful transitions. Neil stressed how crucial it is to view financial statements as more than just tools for tax preparation. Financials should be leveraged for strategic planning and managing resources effectively. We also talk about Neils business model where he gui...
2024-05-2255 minFounder's Guide PostStrategic Financial Insights for Selling Your Business with Neil PatelIn Ep. #43 of the #FoundersGuidePost Podcast, I had the pleasure to sit down and talk with Neil Patel of Patel Advisory Group, PC. Neil is an expert who helps entrepreneurs gear up to exit their business. He focuses on refining business systems and improving financial literacy, which allows for crystal clear decision-making and successful transitions. Neil stressed how crucial it is to view financial statements as more than just tools for tax preparation. Financials should be leveraged for strategic planning and managing resources effectively. We also talk about Neils business model where he gui...
2024-05-2255 minFounder's Guide PostNavigating the Emotional and Practical Sides of Selling Your Business with Bradley ScottIn Ep. #42 of the #FoundersGuidePost Podcast, I had the pleasure to sit down with Bradley Scott, an experienced commercial real estate and business broker who specializes in guiding business owners through the complex process of selling their businesses. In this episode, Bradley and I talk about how intentional preparation, accurate documentation, and strategic marketing to boost a business's marketability and value. We also talk about the process of evaluating financial records, negotiating contracts, and exploring the legal factors that ensure a smooth and legally sound transfer of business ownership. Then, Bradley shares how he...
2024-05-081h 07Founder's Guide PostNavigating the Emotional and Practical Sides of Selling Your Business with Bradley ScottIn Ep. #42 of the #FoundersGuidePost Podcast, I had the pleasure to sit down with Bradley Scott, an experienced commercial real estate and business broker who specializes in guiding business owners through the complex process of selling their businesses. In this episode, Bradley and I talk about how intentional preparation, accurate documentation, and strategic marketing to boost a business's marketability and value. We also talk about the process of evaluating financial records, negotiating contracts, and exploring the legal factors that ensure a smooth and legally sound transfer of business ownership. Then, Bradley shares how he...
2024-05-081h 07Founder's Guide PostOptimize Your Small Business Financials Before Selling Your Business with Gerhard KratzerIn episode #41 of the #FoundersGuidePost Podcast, I had the chance to sit down with Gerhard Kratzer to talk about his philosophy and professional approach to business. Gerhard, is the Founder of Kratzer Consulting, a firm that specializes in elevating small business operations through extensive financial analysis and strategic planning. He talks about how financial data can help business owners make informed decisions to achieve sustainable growth. By utilizing key performance indicators (KPIs) and advanced financial modeling, Gerhard shares actionable frameworks to help business owners understand their financial situation, plan for the future, and make strategic d...
2024-04-241h 09Founder's Guide PostOptimize Your Small Business Financials Before Selling Your Business with Gerhard KratzerIn episode #41 of the #FoundersGuidePost Podcast, I had the chance to sit down with Gerhard Kratzer to talk about his philosophy and professional approach to business. Gerhard, is the Founder of Kratzer Consulting, a firm that specializes in elevating small business operations through extensive financial analysis and strategic planning. He talks about how financial data can help business owners make informed decisions to achieve sustainable growth. By utilizing key performance indicators (KPIs) and advanced financial modeling, Gerhard shares actionable frameworks to help business owners understand their financial situation, plan for the future, and make strategic d...
2024-04-241h 09Founder's Guide Post20 Issues You Should Consider When Planning For The Sale Disposition Or Succession Of Your Business with Axiom Founder's Family Office.DOWNLOAD THE CHECKLIST: https://foundersguidepost.com/2024/04/09/20-issues-you-should-consider-when-planning-for-the-sale-disposition-or-succession-of-your-business/ In episode #40 of the #FoundersGuidePost Podcast, I'm joined with my business partner, Tom Marki, to talk about the 20 issues business owners should consider when planning for the sale, disposition or succession of their business. This is a checklist we use with clients and founders to skillfully navigate the intricacies of selling, disposing of, or stepping away from their business. Throughout the episode, we tackle several pivotal areas, such as: The role key individuals play in ensuring the continued success of the business after its sale. The variables of...
2024-04-1027 minFounder's Guide Post20 Issues You Should Consider When Planning For The Sale Disposition Or Succession Of Your Business with Axiom Founder's Family Office.DOWNLOAD THE CHECKLIST: https://foundersguidepost.com/2024/04/09/20-issues-you-should-consider-when-planning-for-the-sale-disposition-or-succession-of-your-business/ In episode #40 of the #FoundersGuidePost Podcast, I'm joined with my business partner, Tom Marki, to talk about the 20 issues business owners should consider when planning for the sale, disposition or succession of their business. This is a checklist we use with clients and founders to skillfully navigate the intricacies of selling, disposing of, or stepping away from their business. Throughout the episode, we tackle several pivotal areas, such as: The role key individuals play in ensuring the continued success of the business after its sale. The variables of...
2024-04-1027 minFounder's Guide PostUnderstanding Financial Literacy before Selling Your Business with Sharon LechterIn the #39 episode of the #FoundersGuidePost, I had the pleasure to talk with Sharon Lechter, where I was really struck by how dedicated she is to boosting financial literacy and business skills for everyone, from individual savers to big-time business owners. Sharon isn't just any expert — she's a well-respected author and a powerhouse in the world of financial education. She talks about a bunch of crucial issues, like how important it is to teach financial basics in schools, the best ways to get a business ready to sell by making sure its systems and team are top-notch, and...
2024-03-271h 00Founder's Guide PostUnderstanding Financial Literacy before Selling Your Business with Sharon LechterIn the #39 episode of the #FoundersGuidePost, I had the pleasure to talk with Sharon Lechter, where I was really struck by how dedicated she is to boosting financial literacy and business skills for everyone, from individual savers to big-time business owners. Sharon isn't just any expert — she's a well-respected author and a powerhouse in the world of financial education. She talks about a bunch of crucial issues, like how important it is to teach financial basics in schools, the best ways to get a business ready to sell by making sure its systems and team are top-notch, an...
2024-03-271h 00Founder's Guide PostLearn to Plan Before Selling Your Business with Brian BurtIn the #38 episode of the #FoundersGuidePost, I had the pleasure to sit down and chat with Brian J. Burt, Chair of Emerging Business Group at Snell & Wilmer. We cover why it's super important for business owners - who are even just starting to think about selling their businesses - to get a head start on planning. Brian talked through how the process is packed with potential headaches and pitfalls, and why it's a game-changer to have seasoned pros like legal advisors and intermediaries in your corner. Brian shares his approach to supporting businesses at every turn of t...
2024-03-131h 05Founder's Guide PostLearn to Plan Before Selling Your Business with Brian BurtIn the #38 episode of the #FoundersGuidePost, I had the pleasure to sit down and chat with Brian J. Burt, Chair of Emerging Business Group at Snell & Wilmer. We cover why it's super important for business owners - who are even just starting to think about selling their businesses - to get a head start on planning. Brian talked through how the process is packed with potential headaches and pitfalls, and why it's a game-changer to have seasoned pros like legal advisors and intermediaries in your corner. Brian shares his approach to supporting businesses at every turn of t...
2024-03-131h 05Founder's Guide PostGrow Top Line Revenues before Selling Your Business with Tony WiedenskiIn episode #37 of the Founder's Guidepost Podcast, I sat down with Tony Wiedenski, founder of RevUp Sales, who talks about how to improve sales processes and collect data for growth. Tony explains why it's important to track the right metrics in order to make data-driven decisions. Then Tony walked us through his sales audit process which allowed him to identify improvement areas, and focus on skill development to meet modern buyer expectations. This episode will teach you how to take an efficient approach to sales improvement using data analytics, strategic planning, customer value und...
2024-02-2857 minFounder's Guide PostGrow Top Line Revenues before Selling Your Business with Tony WiedenskiIn episode #37 of the Founder's Guidepost Podcast, I sat down with Tony Wiedenski, founder of RevUp Sales, who talks about how to improve sales processes and collect data for growth. Tony explains why it's important to track the right metrics in order to make data-driven decisions. Then Tony walked us through his sales audit process which allowed him to identify improvement areas, and focus on skill development to meet modern buyer expectations. This episode will teach you how to take an efficient approach to sales improvement using data analytics, strategic planning, customer value und...
2024-02-2857 minFounder's Guide PostUnderstanding How to Make a Strategic Exit When Selling Your Business with Harold J. FaigIn episode #36 of the Founder's Guidepost Podcast, I had the privilege of sitting down with Harold J. Faig, who brought his extensive experience in global corporate strategy to the table. Harold shares why owners need to prepare before selling their businesses. He highlights the role of professional advisors in helping with the sale process and the importance of a long-range plan that showcases the business's future. Harold also touched on the need for a strong organizational structure and the right team for a successful transition. Ultimately, our discussion underscored the value of preparation, strategic clarity, a...
2024-02-1458 minFounder's Guide PostUnderstanding How to Make a Strategic Exit When Selling Your Business with Harold J. FaigIn episode #36 of the Founder's Guidepost Podcast, I had the privilege of sitting down with Harold J. Faig, who brought his extensive experience in global corporate strategy to the table. Harold shares why owners need to prepare before selling their businesses. He highlights the role of professional advisors in helping with the sale process and the importance of a long-range plan that showcases the business's future. Harold also touched on the need for a strong organizational structure and the right team for a successful transition. Ultimately, our discussion underscored the value of preparation, strategic clarity, a...
2024-02-1458 minFounder's Guide PostExpert First Time Sellers Advice When Selling Your Business with Investment Banker, Mark YoungIn Episode #35 of the Founder's Guide Post Podcast, I had the opportunity to sit down with Mark Young, an Investment Banker and Management Partner of CKS Advisors. We talked about his expertise in guiding first-time business sellers. Mark holds a strong background in investment and commercial banking, focusing on preparing entrepreneurs for the complexities of selling their businesses. He emphasizes the importance of understanding and navigating the sale process, aiming to reduce surprises and ensure sellers are comfortable and informed. A key part of his approach is a thorough assessment of the business, including: I...
2024-01-3158 minFounder's Guide PostExpert First Time Sellers Advice When Selling Your Business with Investment Banker, Mark YoungIn Episode #35 of the Founder's Guide Post Podcast, I had the opportunity to sit down with Mark Young, an Investment Banker and Management Partner of CKS Advisors. We talked about his expertise in guiding first-time business sellers. Mark holds a strong background in investment and commercial banking, focusing on preparing entrepreneurs for the complexities of selling their businesses. He emphasizes the importance of understanding and navigating the sale process, aiming to reduce surprises and ensure sellers are comfortable and informed. A key part of his approach is a thorough assessment of the business, including: I...
2024-01-3158 minFounder's Guide PostConsiderations When Selling Your Business with Exit Planner John ChionchioIn Episode #34 of the Founder's Guide Post Podcast, I had the opportunity to sit down with John Chionchio, an Exit Planner and Partner of Wealthpoint, and talk about Employee Stock Ownership Plans (ESOPs). John, drawing from his entrepreneurial experience, highlighted ESOPs as more than just tools for ownership transfer. They're complex, versatile, and crucial for shaping a company's future and enhancing employee engagement. John touched into the mechanics of ESOPs, like how trusts buy businesses and the role of employees as beneficiaries. He cleared up misconceptions, especially around taxes and financial disclosures to employees. A key point...
2024-01-171h 05Founder's Guide PostConsiderations When Selling Your Business with Exit Planner John ChionchioIn Episode #34 of the Founder's Guide Post Podcast, I had the opportunity to sit down with John Chionchio, an Exit Planner and Partner of Wealthpoint, and talk about Employee Stock Ownership Plans (ESOPs). John, drawing from his entrepreneurial experience, highlighted ESOPs as more than just tools for ownership transfer. They're complex, versatile, and crucial for shaping a company's future and enhancing employee engagement. John touched into the mechanics of ESOPs, like how trusts buy businesses and the role of employees as beneficiaries. He cleared up misconceptions, especially around taxes and financial disclosures to employees. A key point...
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Founder's Guide PostThinking of Family, Finances, and Future Planning when Selling your Business with Richard DickensIn Episode #33 of the Founder's Guide Post Podcast, I sat down with Richard Dickens, founder of Dickens Quality Demolition, to explore his experience with selling his business. Richard highlighted how personal life changes and the increasing demands of the business, along with his family's influence, especially his wife's, guided his decision to sell. He emphasized the importance of maintaining a 'clean' operation, separating personal and business finances, making the company attractive to buyers. Richard's strategic selection of a broker, focusing on industry knowledge and alignment with his business goals, was a key part of the process.
2024-01-031h 08Founder's Guide PostThinking of Family, Finances, and Future Planning when Selling your Business with Richard DickensIn Episode #33 of the Founder's Guide Post Podcast, I sat down with Richard Dickens, founder of Dickens Quality Demolition, to explore his experience with selling his business. Richard highlighted how personal life changes and the increasing demands of the business, along with his family's influence, especially his wife's, guided his decision to sell. He emphasized the importance of maintaining a 'clean' operation, separating personal and business finances, making the company attractive to buyers. Richard's strategic selection of a broker, focusing on industry knowledge and alignment with his business goals, was a key part of the process.
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Founder's Guide PostUnderstanding Representation and Warranty Insurance when Selling Your BusinessIn episode #32 of the Founder's Guide Post Podcast, I had a conversation with Gaurav Sud, who works at Lockton Companies with a lot of experience in mergers and acquisitions. He's an expert in a special type of insurance called representation and warranty (rep and warranty) insurance, which is really important for business sales. Gaurav explains how rep and warranty insurance helps handle risks when selling a business. It's a better way than the usual methods because it makes things easier and more financially beneficial for everyone involved. We talked about how this insurance takes into ac...
2023-12-2059 minFounder's Guide PostUnderstanding Representation and Warranty Insurance when Selling Your BusinessIn episode #32 of the Founder's Guide Post Podcast, I had a conversation with Gaurav Sud, who works at Lockton Companies with a lot of experience in mergers and acquisitions. He's an expert in a special type of insurance called representation and warranty (rep and warranty) insurance, which is really important for business sales. Gaurav explains how rep and warranty insurance helps handle risks when selling a business. It's a better way than the usual methods because it makes things easier and more financially beneficial for everyone involved. We talked about how this insurance takes into ac...
2023-12-2059 minFounder's Guide PostThe Importance of Building Trust with People when Selling Your Business with Paul SmileyIn episode #31 of the Founder's Guide Post Podcast with Paul Smiley, CEO and founder of Sonoran Technology, we talk about how Entrepreneurs can be more successful if they find a genuine market need when starting a business rather than just focusing on profits. Drawing from his military background, he linked leadership skills to effective business management, emphasizing the critical role of leadership in complex situations. Our conversation covered various topics, including discipline, trust-building, and mentorship, offering valuable insights for aspiring entrepreneurs and business leaders. Paul also shared key tips on building relationships with banks and offered advice...
2023-12-0654 minFounder's Guide PostThe Importance of Building Trust with People when Selling Your Business with Paul SmileyIn episode #31 of the Founder's Guide Post Podcast with Paul Smiley, CEO and founder of Sonoran Technology, we talk about how Entrepreneurs can be more successful if they find a genuine market need when starting a business rather than just focusing on profits. Drawing from his military background, he linked leadership skills to effective business management, emphasizing the critical role of leadership in complex situations. Our conversation covered various topics, including discipline, trust-building, and mentorship, offering valuable insights for aspiring entrepreneurs and business leaders. Paul also shared key tips on building relationships with banks and offered advice...
2023-12-0654 minFounder's Guide PostConfidentiality and Considerations When Selling Your Business with May LuIn this episode with May Lu from Tiffany and Bosco P.A., In this interview, May and I dive into various aspects and considerations when it comes to selling a business. She highlights the significance of confidentiality through non-disclosure agreements (NDAs), distinguishes between different types of buyers, emphasizes careful information sharing, and stresses the need for assembling a professional team to assist with the sale process. May Lu's insights also touch on the role of business intermediaries, provide contact information for further assistance, and offer valuable guidance into the complexities involved in selling a business. Ove...
2023-11-221h 11Founder's Guide PostConfidentiality and Considerations When Selling Your Business with May LuIn this episode with May Lu from Tiffany and Bosco P.A., In this interview, May and I dive into various aspects and considerations when it comes to selling a business. She highlights the significance of confidentiality through non-disclosure agreements (NDAs), distinguishes between different types of buyers, emphasizes careful information sharing, and stresses the need for assembling a professional team to assist with the sale process. May Lu's insights also touch on the role of business intermediaries, provide contact information for further assistance, and offer valuable guidance into the complexities involved in selling a business. Ove...
2023-11-221h 11Founder's Guide PostSuccess in Selling Your Business: The Financial Roadmap with Mike OlsonIn this episode with Mike Olson from WealthPoint, we talk about how crucial it is for business owners, including founders and those thinking about selling their businesses, to have customized financial and insurance plans. Mike highlights the importance of creating solutions that fit each individual's unique needs. He also emphasizes the significance of having open and thorough discussions with financial experts rather than rushing into decisions. Mike points out that it's essential to consider the broader context and thoroughly understand the specific goals of each client. As well as discussing a range of financial and i...
2023-11-081h 01Founder's Guide PostSuccess in Selling Your Business: The Financial Roadmap with Mike OlsonIn this episode with Mike Olson from WealthPoint, we talk about how crucial it is for business owners, including founders and those thinking about selling their businesses, to have customized financial and insurance plans. Mike highlights the importance of creating solutions that fit each individual's unique needs. He also emphasizes the significance of having open and thorough discussions with financial experts rather than rushing into decisions. Mike points out that it's essential to consider the broader context and thoroughly understand the specific goals of each client. As well as discussing a range of financial and i...
2023-11-081h 01
Founder's Guide PostNavigating Business Distress when Selling Your Business with Jerry FosterIn this episode with Jerry Foster from Resolute Commercial, we learned about their vital role in assisting businesses with significant problems. Jerry emphasized the core values of "Grace" and "Transparency" in addressing challenges. He spoke about the significance of early intervention, establishing clear guidelines, and understanding business pitfalls. Our conversation also touched on the dynamics between businesses and lenders, and the importance of navigating legal challenges effectively. What You'll Learn: The vital principles of "Grace" and "Transparency" in aiding distressed businesses. The importance of early detection and i...
2023-10-251h 04Founder's Guide PostNavigating Business Distress when Selling Your Business with Jerry FosterIn this episode with Jerry Foster from Resolute Commercial, we learned about their vital role in assisting businesses with significant problems. Jerry emphasized the core values of "Grace" and "Transparency" in addressing challenges. He spoke about the significance of early intervention, establishing clear guidelines, and understanding business pitfalls. Our conversation also touched on the dynamics between businesses and lenders, and the importance of navigating legal challenges effectively. What You'll Learn: The vital principles of "Grace" and "Transparency" in aiding distressed businesses. The importance of early detection and i...
2023-10-251h 04Founder's Guide PostWhy A Board of Directors is Important When Selling Your Business with Michael MontelongoIn this episode with Michael Montelongo, we explore the intricacies of governance in banking and finance. Michael emphasizes the importance of boards in ensuring ethical business practices and highlights the recent challenges faced by Silicon Valley Bank and First Republic Bank. He stressed the need for selecting board members aligned with a company's vision and underscores the professional responsibilities of a director. Our conversation emphasized the pivotal role boards play in bolstering a nation's economic health. What You'll Learn: Corporate governance is vital for the smooth and...
2023-10-111h 12Founder's Guide PostWhy A Board of Directors is Important When Selling Your Business with Michael MontelongoIn this episode with Michael Montelongo, we explore the intricacies of governance in banking and finance. Michael emphasizes the importance of boards in ensuring ethical business practices and highlights the recent challenges faced by Silicon Valley Bank and First Republic Bank. He stressed the need for selecting board members aligned with a company's vision and underscores the professional responsibilities of a director. Our conversation emphasized the pivotal role boards play in bolstering a nation's economic health. What You'll Learn: Corporate governance is vital for the smooth and...
2023-10-111h 12Founder's Guide PostHow To Create a Legal Team of Advisors When Selling Your Business with Steve BoatwrightIn this episode I talk to Steve Boatwright, an attorney specialized in mergers and acquisitions, to discuss the complexities business owners face when selling their ventures. We emphasized the importance of having a proficient team of professionals to navigate the legal, financial, and operational intricacies of the sale process. We talk about the benefits of thorough preparation and the right professional guidance in ensuring a favorable sale outcome. This discussion aims to provide a well-rounded perspective on achieving a smooth and successful business transition while selling a business.
2023-09-271h 06Founder's Guide PostHow To Create a Legal Team of Advisors When Selling Your Business with Steve BoatwrightIn this episode I talk to Steve Boatwright, an attorney specialized in mergers and acquisitions, to discuss the complexities business owners face when selling their ventures. We emphasized the importance of having a proficient team of professionals to navigate the legal, financial, and operational intricacies of the sale process. We talk about the benefits of thorough preparation and the right professional guidance in ensuring a favorable sale outcome. This discussion aims to provide a well-rounded perspective on achieving a smooth and successful business transition while selling a business.
2023-09-271h 06Founder's Guide PostWhy The Valuation Process Is So Important Before Selling Your Business with Lynton KotzinOn today's show I have business valuation expert, Lynton Kotzin of JS Held. We talk about the intricacies of determining a company's worth, emphasizing a multi-faceted approach that considers economic trends, company specifics, and three primary valuation methods: asset, market, and income approaches. Lynton highlights the distinction between financial and strategic buyers, noting that the latter may offer a premium due to envisioned post-acquisition synergies. He advises business owners to enhance value by maintaining clean financial statements, establishing management depth, and diversifying their customer base. Sellers are urged to understand their comp...
2023-09-131h 12Founder's Guide PostWhy The Valuation Process Is So Important Before Selling Your Business with Lynton KotzinOn today's show I have business valuation expert, Lynton Kotzin of JS Held. We talk about the intricacies of determining a company's worth, emphasizing a multi-faceted approach that considers economic trends, company specifics, and three primary valuation methods: asset, market, and income approaches. Lynton highlights the distinction between financial and strategic buyers, noting that the latter may offer a premium due to envisioned post-acquisition synergies. He advises business owners to enhance value by maintaining clean financial statements, establishing management depth, and diversifying their customer base. Sellers are urged to understand their comp...
2023-09-131h 12Founder's Guide PostWhy You Should Consider an ESOP Before Selling Your Business with Abran Villegas, CEPAIf you're a business owner thinking about an exit strategy, consider an Employee Stock Ownership Plan (ESOP) as a serious option before going the conventional route of outright selling your company. In this episode with Abran Villegas, we talk about how ESOPs offer a multitude of benefits, including potential tax-free sales, as opposed to conventional methods that can tax you up to 25% on the sale of your business. Additionally, ESOPs provide financial flexibility; you can choose your own exit timeline, receiving payments over a span of three to five years, which ensures a smooth transition. B...
2023-08-3059 minFounder's Guide PostWhy You Should Consider an ESOP Before Selling Your Business with Abran Villegas, CEPAIf you're a business owner thinking about an exit strategy, consider an Employee Stock Ownership Plan (ESOP) as a serious option before going the conventional route of outright selling your company. In this episode with Abran Villegas, we talk about how ESOPs offer a multitude of benefits, including potential tax-free sales, as opposed to conventional methods that can tax you up to 25% on the sale of your business. Additionally, ESOPs provide financial flexibility; you can choose your own exit timeline, receiving payments over a span of three to five years, which ensures a smooth transition. B...
2023-08-3059 minFounder's Guide PostSecuring Your Financial Future Before Selling Your Business: The Secrets to Safeguarding Business Sale Proceeds with Ike DevjiIn this interview, I talk to asset protection attorney, Ike Devji, about safeguarding assets, particularly after selling a business. Ike stresses the necessity for business owners and individuals to robustly secure their assets. He introduces a layered asset protection approach, starting with compliance and clean living, progressing to insurance, and finally making use of legal instruments and know-how. Ike's expertise offers listeners a clear roadmap to understand and apply protective strategies. This episode delivers crucial advice for those wishing to ensure their assets' long-term security, whether they've sold a business or are just aiming to shield their wealth.
2023-08-161h 10Founder's Guide PostSecuring Your Financial Future Before Selling Your Business: The Secrets to Safeguarding Business Sale Proceeds with Ike DevjiIn this interview, I talk to asset protection attorney, Ike Devji, about safeguarding assets, particularly after selling a business. Ike stresses the necessity for business owners and individuals to robustly secure their assets. He introduces a layered asset protection approach, starting with compliance and clean living, progressing to insurance, and finally making use of legal instruments and know-how. Ike's expertise offers listeners a clear roadmap to understand and apply protective strategies. This episode delivers crucial advice for those wishing to ensure their assets' long-term security, whether they've sold a business or are just aiming to shield their wealth.
2023-08-161h 10Founder's Guide PostProtecting Intellectual Property Before Selling Your Business with Sandra EthertonSandra Etherton is on the show to discuss the importance of protecting intellectual property for business owners. She explains that intellectual property, which includes trademarks, contracts, trade secrets, copyrights, and patents, holds significant value and can greatly impact a company's success and longevity. She highlights the crucial role of trademarks, contracts, trade secrets, copyrights, and patents in safeguarding a company's unique assets and competitive advantage. Sandra emphasizes the value of conducting an IP audit and seeking advice from professionals to optimize intellectual property protection. What You'll Learn: How to protect your un...
2023-08-021h 11Founder's Guide PostProtecting Intellectual Property Before Selling Your Business with Sandra EthertonSandra Etherton is on the show to discuss the importance of protecting intellectual property for business owners. She explains that intellectual property, which includes trademarks, contracts, trade secrets, copyrights, and patents, holds significant value and can greatly impact a company's success and longevity. She highlights the crucial role of trademarks, contracts, trade secrets, copyrights, and patents in safeguarding a company's unique assets and competitive advantage. Sandra emphasizes the value of conducting an IP audit and seeking advice from professionals to optimize intellectual property protection. What You'll Learn: How to protect your un...
2023-08-021h 11Founder's Guide PostHow to Protect Your Family & Your Business with Richard KeytIf you're feeling overwhelmed and anxious about the uncertain future of your family and business, despite your efforts to protect them, then you are not alone! Despite taking measures like creating a will or implementing security systems, you may still be exposed to risks that could jeopardize your loved ones and your hard-earned business. My guest today is Richard Keyt, a seasoned estate planning professional. Richard is well-versed in the complexities of securing both businesses and personal estate. His understanding of wills, trusts, and estate planning documents is unmatched. Richard has guided countless entrepreneurs to e...
2023-07-191h 07Founder's Guide PostHow to Protect Your Family & Your Business with Richard KeytIf you're feeling overwhelmed and anxious about the uncertain future of your family and business, despite your efforts to protect them, then you are not alone! Despite taking measures like creating a will or implementing security systems, you may still be exposed to risks that could jeopardize your loved ones and your hard-earned business. My guest today is Richard Keyt, a seasoned estate planning professional. Richard is well-versed in the complexities of securing both businesses and personal estate. His understanding of wills, trusts, and estate planning documents is unmatched. Richard has guided countless entrepreneurs to e...
2023-07-191h 07
Founder's Guide PostConsiderations When Selling Your Business with Jim Afinowich: Merger and Acquisition IntermediaryDo you want to successfully transition out of your business and sell it for a substantial profit? Are you looking for a solution to navigate the complex process of selling your business? Join us as we uncover the key strategies and insights to help business owners over achieve their desired outcome - a seamless and profitable sale of their business. My guest, Jim Afinowich, will be sharing his expertise and proven techniques to ensure that you can smoothly transition into the next phase of your life, while maximizing the value of your business. Get ready to unlock the secret...
2023-07-0555 min
Founder's Guide PostLegal Considerations Before Selling Your Business with Phil GuttillaHave you heard the myths about selling a business? Many business owners fall prey to the common misconceptions surrounding the legal considerations of selling their company. Myth #1: Only large corporations need legal advice when selling. Myth #2: Selling a business is a simple process that can be done quickly. Myth #3: The buyer will take care of all legal paperwork and due diligence. The truth is, proper legal planning is crucial for a successful and lucrative exit. Our guest, Phil Guttilla, will share his expertise on the legal considerations that all business owners should know before selling. Don't fall for the...
2023-06-211h 04Founder's Guide PostThe Art of Valuation When Selling Your Business with Lena DalbeyDo you want to secure the highest possible value for your business while also finding the best-suited capital partner? As a business owner looking to transition out of your company, this is a crucial goal. I am here with Lena Dalbey to share with you the solution to achieving this result. By understanding the difference between valuation and transaction when selling your business, you can negotiate a peak valuation and find the right capital partner. Join Lena and I as we delve into the intricacies of these two concepts and equip you with the knowledge necessary to help you...
2023-06-071h 11Founder's Guide PostUnderstanding the 5 Obsessions of an Elite Organization, a Must Do, Before Selling Your BusinessDo you strive to cultivate a thriving organization with significant progress? Are you looking for a way to establish an elite business with substantial growth? If so, this episode with Michael Erath has the solution you need to create a successful enterprise with meaningful advancement. Discover how to develop a top-tier company that experiences significant expansion and fulfillment. In this episode, Michael uncovers the ironies of the business coaching industry, shares his inspiring journey of building a better business after losing everything, and reveals the five obsessions to help entrepreneurial leaders achieve a meaningful return on life.
2023-05-241h 09Founder's Guide PostUnderstand The Business Sale Process Before Selling Your Business with Bill KoenigIn this episode of the Founders Guide Post Podcast, Bill Koenig shares his expertise on the process of selling a business. From understanding motivations for selling to the importance of a solid management team, Bill offers valuable insights for first-time sellers. Bill is the knowledgeable Senior Director of Montminy & Co, who specializes in the world of mergers and acquisitions. Bill's expertise in understanding the crucial factors that determine a business's value, such as recurring revenue and the quality of its management team, makes him an invaluable ally for any entrepreneur looking to sell their company. With his...
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Founder's Guide PostThe Power of ESOPs: Considerations When Selling Your Business with Darren GleemanAre you weary of trying to figure out the best way to exit your business tax-efficiently and benefit your employees? You could be overlooking the invaluable advantages of Employee Stock Ownership Plans (ESOPs). In this episode, you'll discover how to unlock the powerful potential of ESOPs with little-known tax benefits, the perfect combination of bank loans and seller notes, increased employee motivation and productivity, and the key elements of timing, planning, and culture fit. Equip yourself with the knowledge to conduct ESOP feasibility studies and engage expert advisory teams for seamless execution. WHAT YOU'LL LEARN:
2023-04-1944 minFounder's Guide PostCapital Efficiency Mastery: Business Optimization Tips Before Selling Your Business with Joyce HrinyaA successful business exit requires optimization in several key areas, including stability, intrinsic value, and capital efficiency. By focusing on these areas, business owners can maximize their company's value and prepare for a smooth sales process. This involves ensuring a steady stream of revenue, investing in the growth and development of the company, and keeping costs low while maintaining high production quality. By doing so, entrepreneurs can attract a wider range of potential buyers and secure a competitive offer for their business. As Joyce Hrinya addressed in the podcast, to achieve stability in a business, owners should prioritize profitability...
2023-04-051h 13Founder's Guide PostAn Exit Focused Retirement Plan Before or After Selling Your Business with Henry DeSpainHenry DeSpain is a retirement plan expert who specializes in helping business owners with their retirement planning. He works to maximize tax savings and retirement contributions for individuals and businesses. Henry has many years of experience in the Valley. He helps clients understand how to plan for their retirement, whether they are selling their business assets or their business stock. He explains the advantages of setting up an Exit Focused Retirement Plan to be able to defer taxes on any income that is generated from the sale of the business. WHAT YOU'LL LEARN: 1...
2023-03-2254 minFounder's Guide PostLeadership Strategies When Selling Your Business with Donald LaughlinDonald Laughlin is an experienced consultant and author of four books on leadership, strategic planning, operational excellence, and finance and capital planning. He specializes in helping businesses prepare for an exit and manage the two paradoxes of structural alignment and dynamic alignment. Donald Laughlin started Edgy and has discovered that true leadership requires more than complacency. He began to help organizations through the process of change and growth, and developed specialized tools to assist them. As a CFO, Donald used his expertise to write four books on different aspects of the business world, like leading a company...
2023-03-0854 minFounder's Guide PostConsiderations Before Selling Your Business, a Conversation with Business Attorney Tabatha LaVoieTabatha Lavoie is a corporate attorney who specializes in helping business owners navigate the complexities of selling their business, from corporate documents and contracts to intellectual property and liens. She often deals with clients who are looking to plan for succession, sell their business, or enter into some other stage of business. She stresses the importance of having the proper corporate documents and contracts in place when selling a business, such as articles of incorporation, bylaws, shareholder agreements, partnership agreements, operating agreements, and minutes. In addition, she looks for assignable contracts, any potential triggering events, li...
2023-02-221h 06
Founder's Guide PostBefore Selling Your Business, Address Risk & Create a Solid Financial Story with Ryan WeissmuellerRyan Weissmueller founded Fintrepid Solutions with the mission of helping entrepreneurs build and maximize their businesses. Through their process of financial storytelling, Ryan and his team help business owners present their business in the best way possible to buyers. Ryan understands the importance of making a good first impression and helping his clients understand potential risks and opportunities. To maximize the value of a business, Ryan and his team provide guidance on how to make a business more valuable, profitable, and sustainable. With an understanding of the buyer's needs, Ryan and his team work to create a well-rounded story...
2023-02-081h 00Founder's Guide PostUnlock the Power of Process Before Selling Your Business with Heidi Berger of Process OptimizerHeidi Berger has spent years in finance analysis, strategic planning and operations. She specializes in helping companies become more efficient and better at what they do, by identifying, documenting and improving their core processes. She realized that companies needed to document their processes in order to scale and grow. Heidi created a workshop to help businesses identify and document their core processes. She noticed that customers often pointed out inconsistencies in their experience, and she developed a method to help identify and bridge those gaps. Through her workshops, she found that companies experienced a 1% return on their...
2023-01-251h 00
Founder's Guide PostGetting Growth Capital Before Selling Your Business with Delilah PanioDelilah Panio is the Vice President of US Capital Formation for the Toronto Stock Exchange and TSX Venture Exchange. She travels around the US discussing the options available to high growth companies looking to IPO on a US exchange, in particular, the benefits of going through the Canadian Capital Markets. She explains that the biggest reason to go public on the Canadian market is to maintain control of the company, with only 20% of the company being floated in the public. The Canadian capital markets have been around for centuries and have diversified to include technology, life sciences, and more...
2023-01-111h 00Founder's Guide PostUnlock Powerful Growth & Cash Flow Strategies to Boost Profits and Efficiency with Jessica HolsappleJessica Holsapple is a business guide and consultant who helps business owners who are looking to exit. She has hired and trained thousands of people and led elite teams of up to 250 people across the US and abroad. She specializes in helping struggling locations improve their systems, helping business owners find fulfillment in their business, and getting them get a meaningful return on their investment. Through her work, she helps them build elite teams, create the right culture, and optimize their performance. Ultimately, she helps them to achieve their dreams, including a successful exit. What You'll Learn:
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