Shows
The Exit Plan PodcastBoost Business Value (ft. Dustin Williamson) Sometimes you have to step back and really look at your business the way a buyer would. Dustin Williamson brings that perspective as Managing Director of Houston for vcfo, shaped by his journey from small town West Texas to venture capital in Phoenix, and a variety of turnaround and exit experiences along the way. Key themes included: 1. Owner fallacies and unrealistic valuation expectations 2. Importance of buyer’s perspective in exits 3. Role of fractional CFO in SMBs 4. Turnarounds: value drivers and common pitfalls 5. Company culture’s imp...
2025-06-101h 08The Exit Plan PodcastDriving Customer Experience (ft. Idan Shpizear) When Idan Spizear immigrated from Israel, he started out cleaning carpets, quickly realizing that the real value was in genuinely caring for customers going through tough situations, not just fixing the problem at hand. By always looking for ways to add value—listening, being present, and helping homeowners feel calm through emotional disasters—he built a restoration business that thrives on empathy and human connection. Today, as the founder of 911 Restoration franchise, he focuses on empowering others to grow by making service, innovation, and team accountability the heart of every customer interaction. Key themes inclu...
2025-06-0359 minThe Exit Plan PodcastBuilding Business Value (ft. John Martinka) John Martinka is all about relationships, whether he’s helping someone buy or sell a business or teaching new advisors about the industry. He believes no one wants to do business without a foundation of trust and mutual respect, and that marketing yourself is just as important as your technical skills. John’s experience—from concert promotion to years of M&A consulting in the Seattle area—taught him that creating authentic relationships, giving back through organizations like Rotary, and helping clients get ready for their “next great adventure” is what makes the work meaningful. Key themes...
2025-05-2749 minThe Exit Plan PodcastLifestyle vs. Asset Businesses (ft. Saul Cohen) Saul Cohen, drawing from his own entrepreneurial journey and the experience of watching his father navigate building and exiting a business, now specializes in helping business owners plan for successful exits and avoid common pitfalls. His work focuses on making sure entrepreneurs consciously decide whether they’re building a lifestyle business or an asset to sell, and then guiding them through the next steps—whether that’s careful tax planning, optimizing for risk, or preparing for acquisitions. Key themes included: Difference: Lifestyle vs. Asset/Legacy businesses Importance of early exit planning...
2025-05-2055 minThe Exit Plan PodcastSuccession Planning (ft. Tim Smith) Tim Smith started out as a child actor and singer in New York City, then turned to business. He got the investing bug, started building his own wealth management and advisory firms, and over time became the founder of a boutique financial services platform with around 100 advisors and billions under oversight. Along the journey, he not only helped entrepreneurs prepare for their exit and long-term financial health but also became a real advocate for financial literacy, especially for creatives and the next generation through his “Financial Dad” podcast. Key themes included: Preparing businesses for a...
2025-05-1357 minThe Exit Plan PodcastSupercharge Sales (ft. Mike Latch) With over 25 years of experience in electrical engineering, physics, and sales, Mike has tapped into the unique insights of how technology and process can revolutionize sales strategy. As CEO of Patter AI, he continues to champion these revolutionary tech-driven strategies that supercharge strategic sales and has been instrumental in the extraordinary growth of several high profile companies. These methodologies are now detailed further in ‘Sales Sucks’, his newest book, co-authored by friend and colleague Gregg Murphy. Key themes included: Entrepreneurial Lessons Sales Process Development Mixed Sales Methods Patter AI P...
2024-12-0359 minThe Exit Plan PodcastTax Strategies ft. Liz Steblay Liz Steblay has been a wise mentor to thousands of self-employed professionals, helping them realize their dreams of becoming solo entrepreneurs. With decades of experience building her own solopreneur career, including founding a national talent agency that made the Inc. 5000 list of fastest-growing private companies in the U.S. twice, Liz has distilled the formula for solopreneur success down to six essential keys. As the bestselling author of Succeeding as a Solopreneur, published in partnership with Inc. Magazine in March, Liz explains how these keys are crucial for overcoming FUD—fear, uncertainty, and doubt—and paving the way f...
2024-11-2656 minThe Exit Plan PodcastPrivate Equity Practices (ft. Adam Coffey) With over 21 years of experience as a CEO, Adam Coffey has led three major companies under private equity sponsors, mastering turnarounds and acquisitions. He's an author of bestselling books, like The Exit Strategy Playbook, and brings his wealth of experience to his consulting practice, guiding numerous entrepreneurs towards successful exits. Beyond his professional achievements, Adam cherishes personal growth and work-life balance, offering invaluable advice on building strong company cultures and meaningful connections. "My worst payday ever in the world of private Equity was a 2x multiple of invested capital. However, my best payday ever was 11 times multiple...
2024-11-121h 01The Exit Plan PodcastInvestment Insights (ft. Seth Damski) Seth Damski, the visionary behind Old City Investment Partners, curated an extraordinary event – the "Alpha on the Delta" conference. This wasn't your run-of-the-mill finance gathering; picture engaging discussions during the day and epic performances by The Rolling Stones at night. Quite a unique experience, right? "So if we're really doing our job right, you know, we've gotten to know our investors, you know, really well. Often over the course of years, if not decades." Key themes included: Effective fund manager attributes Importance of due diligence Seth Damski's career jo...
2024-11-0551 minThe Exit Plan PodcastOvercoming Fears (ft. Cindy Carrillo) Cindy Carrillo is a dynamic entrepreneur and coach dedicated to supporting business leaders and entrepreneurs. From founding a pivotal backup care program to helping companies create boutique benefits, Cindy's career has been marked by a blend of strategic innovation and compassionate leadership. She's passionate about guiding others through change and transitions, offering a unique immersion coaching experience on her picturesque ranch in Colorado. Her book, "Finding Your Next," delves into overcoming blockers to change and thriving personally and professionally. "...one that keeps us the most from changing, and that's our willingness to settle because we're...
2024-10-2957 minThe Exit Plan PodcastLean Startups (ft. Adam House) Adam House, a serial entrepreneur with seven businesses under his belt, knows the dedication it takes to build a thriving startup, often working 100-hour weeks. He advocates for running lean, believing economic constraints steer clear of poor decisions, and emphasizes the need for solid foundations and strategic vision over merely capital. Adam's personal journey took him from a successful exit at age 32 to fulfilling a lifelong dream in semi-pro basketball, only to return to business with renewed vigor and an eye on innovation in healthcare analytics. His philosophy encompasses the power of vision, the importance of relationships...
2024-10-2250 minThe Exit Plan PodcastFrom Founder to CEO (ft. Matt Sharrers) Former SBI CEO Matt Sharrers, renowned for guiding the firm to consecutive recognitions as one of America’s Most Admired Management Consulting Firms by Forbes, now focuses on empowering CEOs and advising private equity firms. After grooming his successor, he transitioned to coaching leaders through transformative phases. Matt’s latest mission centers on facilitating successful transitions for founder CEOs and accelerating scale for second CEOs, articulated in his impactful book, “The Second CEO: Accelerating Scale When Following the Founder.” As a Second CEO who followed a founder, Matt brings unique insight, having not only witnessed these dynamics through his coaching and board...
2024-10-0949 minThe Exit Plan PodcastExploring Franchising (ft. Adam Goldman) The nation’s top franchise coach and consultant, Adam Goldman, knows that even with well-paying jobs, there is one major problem in Corporate America: you can't pursue your own dreams while working for someone else. Franchising has allowed Adam, a father of three, to achieve his dreams. Over the past 9 years, Adam has helped hundreds of people to change their lives through franchise business ownership. He helps others find the right franchise for them and goes on to match them with the right opportunity in their area. Key themes included: Challenges in...
2024-09-2447 minThe Exit Plan PodcastBalancing Debt and Equity (ft. Brian Parks) Brian Parks brings decades of expertise in both financial services and SaaS as the founder and CEO of Bigfoot Capital. Prior to Bigfoot Capital, he has honed his skills in various positions across companies, most notably as the co-founder of Brandfolder. Founded on the principles of stability, support, and partnership, Brian and Bigfoot Capital strive to be a lifeline for SaaS companies, improving their operational health to empower and drive growth. As a founder himself, Brian taps into his own experiences of growth, struggle, and resiliency to guide founders on a path of autonomy in how their...
2024-09-1748 minThe Exit Plan PodcastAvoiding Burnout (ft. Eric Miller) Eric Miller understands the complex emotions tied to wealth creation and management, especially for those in service-based businesses. His empathetic approach acknowledges the guilt and shame that can hinder financial success and the importance of overcoming these barriers for growth and sustainability. By guiding business owners to make deliberate financial decisions, he helps them build and preserve their wealth effectively. Eric's strategies emphasize proper compensation, investment in growth, and avoiding burnout, ensuring business owners thrive both emotionally and financially. "There comes a point, I think, in any business where you got to make a...
2024-09-0348 minThe Exit Plan PodcastActive to Passive Investing (ft. Spencer Hilligoss) Spencer Hilligoss is the CEO of Madison Investing - a real estate investment club with bespoke, curated real estate deals. Spencer founded Madison Investing with a singular mission: to help busy, successful professionals invest passively and secure their most valuable asset of all: Time. By partnering with in-market, vetted operators, Madison Investing has $2.3B in acquisitions, with over 20,000 units. Investors now have access to cash-flowing private real estate syndications and funds, allowing them to enjoy passive returns as these businesses thrive. Before starting Madison Investing, Spencer was what some consider a “corporate junkie”, growing operations and sa...
2024-08-2755 minThe Exit Plan PodcastNFT Strategizing (ft. Ryan Duffy) Ryan Duffy is a seasoned entrepreneur who effortlessly leverages his extensive background in Hollywood and tech to drive innovation. He started with a small team at Vidme, ultimately cultivating a company philosophy that prioritized careful, methodical growth. Through numerous ventures, including pioneering an early NFT platform and founding the audio course platform Knowable, Ryan has faced and overcome countless challenges. Now at Medium, he continues to draw from his rich experience to navigate the creator economy with his latest venture, Stack. "One of the hardest things I've ever had to do professionally...trying to...
2024-08-2057 minThe Exit Plan PodcastWealth Strategy (ft. Matt Rinkey) Matt Rinkey is a wealth advisor and certified exit planner who specializes in helping entrepreneurs and real estate investors maximize their business value and achieve their financial goals. With a background in family office, hedge fund, and real estate, Matt brings a wealth of experience to support his clients in building the right strategies for wealth creation and life aspirations. Through his boutique team's comprehensive approach and flat fee model, Matt serves as a valuable resource for entrepreneurs, providing guidance on day-to-day financial questions and major life-altering events. His expertise focuses on integrating personal and business planning...
2024-08-1350 minThe Exit Plan PodcastCreating Value (ft. Lee Benson) Lee is a value creation expert, a skill not commonly discussed when it comes to scaling and preparing for exits. I know you listeners would love to hear about his practical tools and insights on this. Lee is also a 2x bestselling author with over 30 years of experience in the business world and currently the CEO of Execute to Win. He has founded and led seven companies, including Able Aerospace, which he grew from two to 500 employees and 2,000 customers in 60 countries culminating in a 9-figure exit in 2016. "How would you like to create value i...
2024-08-0658 minThe Exit Plan PodcastCollege Planning (ft. Brad Baldridge) Brad Baldridge is a financial advisor specializing in college planning, helping families navigate the complex landscape of college costs and financial aid. With a background in engineering, Brad transitioned into financial advising and found his niche in assisting clients with the increasingly challenging task of managing college expenses. He emphasizes the importance of individualized approaches to college planning, considering each student's unique needs, abilities, and career aspirations. Brad's expertise extends beyond college planning to comprehensive financial portfolio management, offering a holistic approach to financial advising for his clients. "If you take a $60,000 school a...
2024-07-3057 minThe Exit Plan PodcastFinancial Management (ft. Tommy Vincent) Tommy Vincent is a dynamic entrepreneur with a rich background in sales, technology, and mental health businesses. Passionate about finance, his latest venture, Hub Analytics, focuses on automating repetitive accounting tasks and enhancing financial management for small businesses. By prioritizing customer feedback and maintaining a lean approach, Tommy aims to guide entrepreneurs in exit planning and achieving their financial goals. His journey from successful exits to innovative startups underscores the high-risk, high-reward nature of entrepreneurship, inspiring others with his commitment to long-term success. Key themes included: 1. Customer-Centric Approach 2. Entrepreneurship J...
2024-07-2348 minThe Exit Plan PodcastLife Cycle of a Business (ft. Michael Frew) Michael Frew worked for two decades as an engineer, developer, and software architect on hundreds of consulting engagements with corporations, including Lockheed Martin’s Artificial Intelligence Labs, IBM, Microsoft, Amazon, Salesforce, and FireEye/Mandiant. He received his B.S. and MBA in Business and Economics while studying in China, Hong Kong, and The Netherlands, as well as several post-graduate information security certifications. Following his corporate career, Michael pivoted to Acquisition Entrepreneurship, acquiring software/SaaS companies and using his boot-strapped funds to purchase multiple 6 and 7-figure businesses from brokers such as Empire Flippers, FE International, and Quiet Light Brokerage. Currently, Michael mana...
2024-07-1657 minThe Exit Plan PodcastPricing Strategies (ft. Mark Stiving) Joining us is Dr. Mark Stiving, a passionate advocate for empowering B2B organizations to win more business at higher prices by unlocking the secrets of their buyers’ minds. As a published author, beloved professor, and sought-after speaker, Mark shares invaluable insights on how to strategically price, package, and sell products based on the value they deliver. With a wealth of experience working with organizations of all sizes, he brings practical tools and simple concepts to help businesses understand the value they bring and get paid accordingly. Get ready for a conversation with actionable strategies for achieving better pricing and pr...
2024-07-0958 minThe Exit Plan PodcastMergers and Acquisitions (ft. Jonathan Baker) Jonathan Baker heads up the M&A practice at Punctuation, a small advisory practice working exclusively with small to mid-sized independent marketing services firms. He has worked on dozens of deals both inside and outside the industry and brings a unique perspective as a fellow owner who has gone through the process himself. He graduated from Emory University's Goizueta Business School in 2005. His career began at a small boutique marketing strategy consultancy. There, he was able to do marketing strategy and positioning work for many well-known Fortune 500 CPG companies. In 2011, he...
2024-07-0257 minThe Exit Plan PodcastBusiness Valuation (ft. Phillip Cooper) Phillip Cooper has nearly three decades of experience in investment banking, commercial banking, and corporate leadership. He has worked with clients in the industrial, manufacturing, business services, oil and gas, restaurants, communications, transportation/airline, consumer/retail, and aerospace and defense sectors. He's seen market fluctuations impact deal volumes and business valuations and knows how to prepare owners for smooth transitions and successful sales. Through his work at Palm Tree LLC, Phillip specializes in providing sell-side M&A services, debt proposals, and consulting, emphasizing transparency and reliability at every step. "You should run your business...
2024-06-1858 minThe Exit Plan PodcastMarket Positioning (ft. Jason Somerville) Jason Somerville is a seasoned entrepreneur and investment banking professional with nearly 20 years of experience in capital markets, M&A, strategic planning, business operations, and brand building. He is the Founding Partner of GW Partners. "I want to let the next owner do that. And I'm happy to kind of, we'll say, leave meat on that bone effectively for that new owner to go and do that." Key themes included: 1. Market Understanding and Strategy 2. Importance of Mentorship 3. Benefits of Franchise Models 4. Strategic Partnerships and Jo...
2024-06-1148 minThe Exit Plan PodcastBeing an Outlaw (ft. Alex Prasad) Alex Prasad emphasizes the importance of enjoying conversations and forming relationships in business dealings. He believes that genuine interactions, like asking about someone's holiday or family, pave the way for deeper connections. Through these conversations, Alex finds numerous opportunities to help people, connect them with others, and share his opinions in an organic manner. This approach not only facilitates business discussions but also nurtures lasting professional relationships. "I stepped off the moving walkway without a plan. Didn't go well, by the way, but I took a risk, and I saved at least something, so...
2024-06-041h 04The Exit Plan PodcastNavigating Business Exits (ft. Chris Kurwie) Chris Kurwie, driven by a profound entrepreneurial spirit, ventured from a demanding legal career to become a prominent business owner. Drawing from his own challenging journey, Chris underscores the value of resilience and long-term thinking in business. He is the operational head of a Sydney-based company and is passionate about helping entrepreneurs maximize the value of their businesses. Connect with Chris on LinkedIn and benefit from his insights on navigating business exits and creating enduring success. "I hadn't appreciated that for every extra unit of complexity in the strategy you had like ten units...
2024-05-281h 04The Exit Plan PodcastThe Entrepreneurial Journey (ft. Reid Tileston) Reid Tileston is an author, keynote speaker and expert in Entrepreneurial Business Ownership. With the release of his new book, Grit It Done, Reid shares his insights from over 15 years of successful, on-the-ground Entrepreneurial Business Ownership that led him to acquire, grow, and ultimately sell 4 different companies with successful exits. His most recent acquisition resulted in a 10x return multiple of invested capital (MOIC). Reid has exhibited sustained success from being a top performing Anytime Fitness franchisee to working with leading brands such as Harley Davidson, The Milwaukee Bucks, Joh...
2024-05-2151 minThe Exit Plan PodcastFamily-Owned Businesses (ft. Chris Parisi)Chris Parisi began his entrepreneurial journey young, mowing lawns before diving into the worlds of accounting and private equity. Now a partner at Carl Marks Advisors, he specializes in mergers and acquisitions for family-owned businesses, blending a sharp acumen for finance with a deep respect for the legacy of family enterprises. Known for his approachable nature and effective communication, Chris thrives on educating and guiding business owners through the complexities of selling their businesses. His ability to simplify intricate financial details and nurture client relationships ensures that every transaction is transparent and tailored to meet individual business...
2024-05-141h 05The Exit Plan PodcastThe Oil Industry (ft. RJ Burr) RJ Burr, 48, is a third-generation producer of American oil. Born into the industry, Mr. Burr was on his first location before he could walk and has been fascinated by the production of oil his entire life. Within 3 months of graduating high school, RJ Burr funded his first partnership and never looked back. RJ Burr is now the Senior VP of Corporate Operations at Panex. With a main focus on the Gulf Coast, Mr. Burr’s companies have raised and deployed over $300 million in upstream development and have partnered with some of the largest oil and gas...
2024-04-3054 minThe Exit Plan PodcastUnderstanding Private Equity (ft. Alan Ezeir)Alan Ezeir is a serial entrepreneur with a track record of identifying unique opportunities and transforming industries, evident in his pivot from telecom to the domain registration space. His entrepreneurial journey is marked by a spectrum of investments, from the successful build-up of a 7 million strong domain registry to ventures in cryptocurrency, real estate, and private equity. As an independent sponsor, Ezeir harnesses personal connections and market knowledge to acquire and enhance businesses, bringing a hands-on approach to the value creation process. Beloved for his engaging personality and savvy investment strategies, Alan continues to foster meaningful connections...
2024-04-231h 00The Exit Plan PodcastManaging Your Business (ft. Ryan Sandburg)Ryan Sandburg is a seasoned entrepreneur with a keen insight into operational efficiency and business growth. His journey from the construction industry to tech company ownership demonstrates his adaptability and willingness to immerse himself in new sectors. With his proactive approach to problem-solving and expertise in software implementation, Ryan successfully scaled his company, Presearch Inc., to become a leading provider in background checks for employment. His story is one of leveraging skills learned on the job to carve out a niche in entrepreneurship, embodying the spirit of continuous learning and strategic development. "Two years ago...
2024-04-1752 minThe Exit Plan PodcastBusiness Culture Matters (ft. Robert Clinkenbeard)Robert Clinkenbeard's story begins with the invaluable lessons he gained while employed by another firm, which would later become the bedrock of his journey into entrepreneurship. Embracing the natural pathway of learning, Robert is candid about the numerous mistakes he made in the initial stages of his business venture. It was a process of trial and error, a hands-on experience that taught him more than any textbook could. Together, we'll explore the critical steps a business should take 2 to 3 years prior to a sale, including consulting with CPAs, lawyers, and getting your financials in order...
2024-04-0945 minThe Exit Plan PodcastCareer Building (ft. Jena Dunay)Jena Dunay believes in the power of ownership in one’s career, advocating for job seekers to approach their work as valuable contributors. Her expertise lies in coaching individuals, especially senior-level job changers, to hone their storytelling and confidence for career success. With a robust experience in various roles leading up to becoming a chief learning officer, she transitioned back into entrepreneurship to achieve work-life balance and create impactful businesses. Jena's journey illustrates her dedication to personal growth and her drive to empower others in their professional endeavors through her platform, recruittheemployer.com. Here, we ch...
2024-04-0248 minThe Exit Plan PodcastJohn Ovrom - The Exit PlanJohn Ovrom is the embodiment of entrepreneurial spirit, channeling his vigor into a successful construction business built alongside his family. With the experience of growth, acquisition, and the rewarding challenge of diversification under his belt, he transitioned from owner to consultant, guiding others through the intricate dance of business exit strategies. His firm, Exit Consulting, manifests John's expertise and empathetic approach to mentoring business owners grappling with the emotional and logistical complexities of selling their life's work. Stitching together a narrative of transformation and new beginnings, John's journey underscores the value of professional guidance and the art...
2024-03-261h 03The Exit Plan PodcastBuilding Relationships in Business (ft. Eric Johnson)Eric Johnson, a seasoned entrepreneur with a knack for building relationships, shifted from the hospitality industry to real estate, diving into sales' human side. As the CEO of various software platforms and a principal at Modus Coaching and Consulting, he dedicates his expertise to guiding entrepreneurs toward success through genuine connections and trust. His own venture into network marketing led to the creation of Teamsy, a ground-breaking platform devised to bridge the technology gap in the network marketing industry. Through years of diverse experience, Eric has honed a philosophy that champions the power of relationships in driving...
2024-03-191h 10The Exit Plan PodcastWork/Life Balance (ft. Kayla Jimenez)When Kayla Jimenez first joined the IP and litigation sphere, she uncovered a fundamental truth that many professionals encounter: the allure of a prestigious job title isn't always what it seems. While her instincts cautioned her about the company's environment, it was this challenging position that planted the entrepreneurial seeds she would later cultivate. Kayla's transition from associate to partner and eventually to the owner of the practice illustrates a powerful narrative—prioritizing lifestyle choices without sacrificing one's career. Kayla and I unpacked strategies for small-to-medium business growth, emphasizing on scaling, creating shared services, and co...
2024-03-1153 minThe Exit Plan PodcastPat Flynn - Benefits of Starting SmallPat Flynn is a resilient entrepreneur who turned a layoff from his dream job as an architect during the 2008 Great Recession into a journey of success and inspiration. Less than a year after the layoff, Pat built a 6-figure online business, helping architects pass an exam and chronicling his process on his blog, Smart Passive Income (SPI). SPI has evolved into a premier resource for entrepreneurship and online business, with the award-winning SPI Podcast amassing over 80 million downloads and being featured in the New York Times. Pat is also a prolific author, with publications like "Will It...
2024-03-0458 minThe Exit Plan PodcastCory Verner - The Business of SellingWhen I interviewed him four years ago, Cory talked about how working at a traditional job wasn’t for him. Sure, the money, the job security, those things were great, but he hated the work to the point where he couldn’t physically get himself to open the door to his office one day. That’s when he knew he needed a change. Cory’s a good friend and sometimes business partner who has been in the audiobook industry for over a decade. When he started, audiobooks were on cassette tapes! Here, we talk about books an...
2024-02-2754 minThe Exit Plan PodcastJeff Goins- Started a Blog and a New LifeJeff Goins is a writer who's truly left an impact on my creative journey. His blog is a treasure trove of practical advice for aspiring writers, filled with wisdom from his own experiences. Goins' mantra, "You are a writer when you say you are," empowered me to own my identity as a writer. I even worked with him as a writing coach. Here, we chat about how he started with a simple blog and it opened doors for his career. Plus, how he leveraged contacts, experience, and the online course space to achieve a liveable...
2024-02-271h 07The Exit Plan PodcastNate and Dana Are Back in Action Nate and Dana talk about getting back on the podcasting horse after COVID, how Opt Out Life became Exit Plan, and lessons learned during the pandemic. They chat about how things have changed and choosing a life that meets your needs without having to throw yourself into your business. “...it was life changing because I realized I could do it all from home.” Topics discussed in this episode: Work-life balance and family commitments Private equity industry challenges and goals Podcast rebranding and entrepreneurial content Re...
2024-02-2733 minThe Exit Plan PodcastTrailer I’m starting a whole new series of podcasts focusing on how entrepreneurs transitioned away from being employees to owning their time. I can’t wait to share these journeys with you. — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: @danarobinsonofficial Subscribe to Dana’s weekly newsletter at danarobinson.com —
2024-02-2703 min
The Exit Plan PodcastDana Solo NYE 20202020, a year unlike any other, is finally coming to an end. As we welcome in 2021, it's a great time to look back and reflect on this year as a whole - with all of its ups and downs. In this solo episode, Dana walks us through a fun exercise to reflect on our year and project new ideas to get ready for a more productive 2021. We wish you a happy new year and as always, stay safe and healthy out there! More at optoutlife.com/podcast/dana-solo-nye-2020/
2020-12-3127 min
The Exit Plan PodcastHeather Robinson - It's a RideAs our listeners have already heard, the Opt Out Life podcast is all about getting the stories of entrepreneurs who have achieved the Opt Out Life their way- but is the life of entrepreneurship right for everybody? In this episode, Dana talks to his wife and Opt Out partner in crime: Heather Robinson. Heather shares the details of her entrepreneurial journey, her introspection work in the last year as a business owner, and her honest assessment that it is perfectly acceptable to find your Opt Out pathway and not have to be an entrepreneur.
2020-12-1740 min
The Exit Plan PodcastThanksgiving 2020Happy Thanksgiving, Opt Outers! It's that time of the year again, and Nate & Dana are both back in the studio to talk about what they've been doing lately and give us an update on what's coming next! More at optoutlife.com/podcast/thanksgiving-2020/
2020-11-2624 min
The Exit Plan PodcastGeordie WardmanOur guest today is Geordie Wardman. Geordie has been an entrepreneur for 15 years and currently lives in Switzerland with his family. He helps other people build companies, builds his own software services and products, and still manages to ski 100 days a year while working on all of his businesses. In this episode, Geordie shows us a version of the Opt Out life that you may not have even thought of, and teaches us that no matter where you're at in life, you could pick up and move to Switzerland. More at optoutlife.com/podcast...
2020-10-2956 min
The Exit Plan PodcastErik the ListenerOpt Out Life listener, Erik, hit us up to discuss a situation that many people find themselves in - Erik is in his late 20s, works as a civil engineer, and is looking for opportunities to opt out. How could he best approach this? In this special episode, we invited Erik onto the mic and talked through the most effective strategies he, and other aspiring Opt Out-ers, can use to take back control of their time. More at optoutlife.com/podcast/erik-the-listener/
2020-10-2254 min
The Exit Plan PodcastChad PetersonIn today’s episode, we talk to Chad Peterson. Chad is an expert business broker and the founder of Peterson Acquisitions, an award-winning M&A firm. Chad is a self-made entrepreneur that has been in the trenches. He has started, built and sold 6 of his own businesses, and also wrote two books: “From Blue to White: A Working Man’s Guide to Self-Employment” and “Swinging Doors: A Guide to Selling Your Company” Learn more about his process of selling a business, how marketing strategy and online reputation come into play, and get some of his most valuabl...
2020-10-1544 min
The Exit Plan PodcastBob Wheeler - I Thought I Was the Only OneIn today's episode, we talk to Bob Wheeler. Bob’s crusade for personal growth has cross-pollinated with his accounting practice to create a new approach to personal finances. His passion is to help others gain insights about how their emotions trigger financial decisions. While strengthening his accounting practice, Bob has simultaneously pursued his love of satire and ventured into the realm of standup comedy, and is currently the CFO for The World Famous Comedy Store. Take a listen to this episode and learn more about how our emotions impact financial decision-making, and how we can ch...
2020-10-0851 min
The Exit Plan PodcastBill Bice - In It for the JourneyIn today's episode, we talk to Bill Bice. Bill has always been an entrepreneur, starting his first company at age 14, putting on road races with corporate sponsors. At 18, he started ProLaw Software, the first integrated ERP for law firms. After selling the company, Bill became a VC as a founding partner in the Verge Fund, investing in high tech, high growth companies in the Southwest. One of the core things that Bill has learned in building and investing in companies is that the go-to-market is always the hardest part of growing a business, which led him...
2020-10-0152 min
The Exit Plan PodcastBen Nachman - Perseverance is a MustIn today's episode, we talk to Benny Nachman. Benny worked as an attorney on corporate law but always had a bug for entrepreneurship. He created his first startup while in Law School, and eventually became a serial entrepreneur. He now has a proven track record in building a global bank with over 30 licenses all over the world, managing hundreds of employees, and thousands of merchants with over $7Bn in volume. Learn more about the companies he has founded, such as Credorax and Jassby, and his exciting entrepreneurial journey. More at optoutlife.com/podcast/benny-nachman/
2020-09-2458 min
The Exit Plan PodcastDana & Nate Update (Sept 2020)Nate and Dana are finally back in the studio! With a bunch of new episodes coming out, they return from their COVID break to give you an update on what they’re doing now, and what’s been going on with Opt Out in these last few months. More at optoutlife.com/podcast/dana-nate-update-sept-2020/
2020-09-1721 min
The Exit Plan PodcastDan Johnston - Stories Beat StuffIn this episode, our guest is Dan Johnston. He is the host of the Dreams Around The World podcast, and a business and life coach with a mission to help others create the best version of themselves. Dan went from a rock bottom point to living the life of his dreams, learning some incredible lessons along the way, and creating a life of travel, location independence, and freedom over his time. His #1 rule? Stories beat stuff. Listen along and get some inspiration and practical tips you can apply to your own life. PLUS, our listeners...
2020-05-1452 min
The Exit Plan PodcastJ. Massey - Fail Fast, Fail Forward, and Fail FrequentlyOur guest today is J Massey. J is a real estate investor, Podcast Host, and the CEO and Founder of Cashflow Diary, a short-term rental hospitality training company, where he shows people how to build their own short-term rental business from scratch. Listen along as J shares some cool angles on how you can still leverage vacation rentals amid the COVID-19 crisis, and learn about his incredible Opt Out journey, a story of personal success that will inspire you. More at optoutlife.com/podcast/j-massey/
2020-05-0748 min
The Exit Plan PodcastMichael Green - The Flip FactorToday’s guest is Michael Green. Michael is an expert real estate investor, entrepreneur, and the host of The Flip Factor podcast. At age 17, he got in trouble with the law and faced a 4-year jail sentence that inspired him to turn his life around. He decided to learn how to flip houses and today, he runs his own house flipping business and has bought and sold over 1,100 deals. Listen to this classic Opt Out story and learn how he managed to change his life's path, and how he runs his successful house flipping business to...
2020-04-3055 min
The Exit Plan PodcastOpt Out in the Age of COVID-19In this special episode, Nate and Dana talk about COVID-19 and how it’s impacting business and life in general. Listen as they share their experiences navigating quarantine, social-distancing, and work-life in the new normal. More at optoutlife.com/podcast/covid-19/
2020-04-2332 min
The Exit Plan PodcastKen Goodrich - Should've Been a Plumber!As a young boy, Ken Goodrich used to help his father by holding a flashlight for him as he worked on repairing air conditioners for customers. The first air conditioner unit he shined a flashlight on was a Goettl. With time, he became proficient as an air conditioning technician and ran service calls. Fast forward to today, and Ken owns and operates the Goettl Air Conditioning company. In this episode, you'll hear about his struggles learning how to run a business, how he took that knowledge to purchase and sell other companies, and how he...
2020-04-091h 05
The Exit Plan PodcastMerrick Lozano - Google Dance, Leap, ScaleIn this episode, our guest is not only inspirational to our audience, but has also been part of our own inspiration. Merrick Lozano. Founder of Let's Build A Brand and Co-Founder PRLeap, our long-time friend has been living the Opt Out life before it was even called Opt Out. Listen along as we chat about Google, SEO, business and having to do the 'dirty work' in Mexico. More at optoutlife.com/podcast/merrick-lozano/
2020-04-021h 00
The Exit Plan PodcastMindsets and Jets (EP.101)In this special episode, Dana & Nate go ‘guestless’ to talk about business, life, and opt out mindset - as it relates to private jets. More at optoutlife.com/podcast/mindsets-and-jets/
2020-03-2624 min
The Exit Plan PodcastDan Lu - Making the Leap from Engineer to EntrepreneurToday's guest is Dan Lu - a listener of the Out Out Life who quit his job as a mechanical engineer and moved to San Diego to start his own marketing business and reinvent his life. In this episode, we talk about the psychological struggles of being stuck in a life that you don't enjoy and working towards making a leap to take back control of your time. Dan's story shows that you don't have to have one of those giant success stories in order to get the life you want. Listen along to learn...
2020-03-1952 min
The Exit Plan PodcastThe Nomad Next DoorIn today’s episode, our guest is Kristy – also known as The Nomad Nextdoor. A free spirit from Encinitas, California, who left her career in sales to travel the world and live the opt out life. Dana met her in Bali, traveling between islands, where she shared her story of how she left everything behind to fulfill her dreams. Like many people, she felt stuck in her 9-5 job, so she found a way to leverage her passion for travel, and make a living out of it. Kristy is a great inspiration for everyone and teac...
2020-03-1256 min
The Exit Plan PodcastListener Q+A (EP. 98)Today’s episode is all about the listeners! Listen along as we answer YOUR questions about entrepreneurship, how to get the life you want, side gigs and anything Opt Out. Do you have a question? We want to hear from you! Email us your best question at Dana@optoutlife.com or Nate@optoutlife.com and we’ll add it to the list for our next special Listener Q+A episode. More at optoutlife.com/podcast/listener-qanda2/
2020-02-2729 min
The Exit Plan PodcastMalcolm Nicholl - Making Words CountIn this week's episode we have a special guest host, Cory Verner, who has brought to the studio a fascinating entrepreneur with quite an opt out journey, Malcolm Nicholl. Malcolm went from high-school dropout to millionaire entrepreneur and has lived and worked remotely, experiencing a variety of careers. Listen along as he takes us back to the initial endeavors that led him off the grid. More at optoutlife.com/podcast/malcolm-nicholl/
2020-02-2041 min
The Exit Plan PodcastOpt Out Spirituality (EP.96)Throughout his spiritual journey, Dana has learned that certain spiritual narratives can become hindrances to our improvement. In today's special episode, he talks about spirituality and the implications it has on your ability to become a successful business person. Listen along as he discusses the importance of finding your own opt-out path to achieve the life you want. More at optoutlife.com/podcast/opt-out-spirituality/
2020-02-1340 min
The Exit Plan PodcastReal-Time Buying a New BusinessBuying an existing business can be a great path to entrepreneurship, but before rushing out to buy a business, there are some important things you should understand and consider. In this episode, Nate and Dana talk about "the truths" of buying a business, and Dana shares many of the nitty-gritty details of his latest property management business acquisition. If you’re curious about buying your way into entrepreneurship, this is your episode. More about https://optoutlife.com/podcast/real-time-buying-a-new-business/
2020-02-0630 min
The Exit Plan PodcastRich Schefren - The Guru to the GurusOur guest in this episode is the “guru to the gurus”, Rich Schefren. Rich was the first guy to do online coaching, and ended up leveraging that to become the godfather to many of the major online marketing players of today. His passion was deepened to share what he had learned with all the aspiring internet marketers who wanted to build real businesses and have more freedom. That's when his consulting business, Strategic Profits, came into existence, adding over 15 Billion dollars of additional revenue to his clients over the course of many years. Listen alon...
2020-01-301h 07
The Exit Plan PodcastIt's The Year of Opt OutIt's officially 2020, and we head into the third calendar year of existence of Opt Out Life! We're recapping our favorite lessons and episodes of 2019, and we talk about where we're headed - personally and professionally. 2019 was a busy and exciting year. Thanks for joining us! More at Optoutlife.com/podcast/its-the-year-of-opt-out/
2020-01-0234 min
The Exit Plan PodcastJono Bacon - An Empowered Community (EP. 92)Today we sit down with Jono Bacon. Author of five books, community strategist, and Keynote speaker. Jono spent his career developing his community management skills and decided to do consulting/advising on the side, which led him into founding Jono Bacon Consulting and extending the power of collaboration to a wider range of industries across the world. He wrote the critically acclaimed book The Art of Community, and also founded the Community Leadership Summit. His story gives us some insightful perspective about what it's like to transition successfully from employee to entrepreneur. More at optoutlife...
2019-12-2647 min
The Exit Plan PodcastNick Watts - Get Comfortable with Being Uncomfortable (Ep. 91)About a year ago, we interviewed Courtney Condy - the founder of a business called Occupation Wild. Fast forward a year later, and we're closing the loop with Nick Watts, the new VP. Nick graduated from college and decided to never opt-in. His positive attitude and adventurous approach to life have taken him all over the world - from boat hitchhiking, to Surfing at Cloudbreak in Fiji. This fun, fast-paced story where Jacques Cousteau meets Indiana Jones will enlighten fellow opt-outers as well as anyone trying to escape the 9 to 5 grind. More at optoutlife.com/podcast/nick-watts/
2019-12-191h 06
The Exit Plan PodcastI have a business idea! (EP. 90)Ok, so you've got a business idea - Now what? Dana & Nate go ‘guestless’ on this special episode to talk about how to implement a business idea. They share personal stories of both successes and failures that could give you the information you need if you ever find yourself in a similar situation. More at optoutlife.com/podcast/i-have-a-business-idea/
2019-12-1232 min
The Exit Plan PodcastMichael Dash - Chasing the High (EP. 89)Today’s guest is Michael Dash. Michael is the author of Chasing the High, a book about his personal journey through addiction, entrepreneurship, legal battles, and all the lessons he learned along the way. Michael battled with gambling and drug addiction for many years, until a perspective-shifting trip to Bali inspired him to have a more positive mental attitude and outlook on life. Through it all, he was able to channel his compulsions into productivity, and find his entrepreneurial passion and purpose in life. Michael’s journey through overcoming adversity is a great story to hear...
2019-12-0553 min
The Exit Plan PodcastUNCUT – What's a Million Worth?For many people, becoming a "millionaire" sounds like a dream come true. Many believe that reaching the million-dollar mark means being set for life and never having to worry about money again. But in today’s world, what's a million really worth? Listen along as we talk about millionaires and the reality of making a million dollars. No notes, no guest, this episode is 100% uncut and raw from the studio. More at optoutlife.com/podcast/whats-a-million-worth/
2019-11-1425 min
The Exit Plan PodcastKristian and Sabrina - The Green Coconut RunFor many opt outers, it’s all about getting out from under the 9 to 5 and building a business. But, what if your opt out is just a little more OUT? Like out on the azure waters of French Polynesia, floating on a boat, and not working a real job ever again? Today’s guests are Kristian and Sabrina, a married duo who designed that very life over a decade ago, and have been floating along in their version of the opt out life while the rest of the world spins on. The cool part about Kris...
2019-11-0753 min
The Exit Plan PodcastJillian Sassone - The Art of Serendipity - (EP. 86)Our guest in this episode, Jillian Sassone, started down her own entrepreneurial journey accidentally. She took a piece of an old heirloom and turned it into a cool new ring. Her first day out wearing it, she landed two custom jewelry clients without even trying. From there, Jillian’s business grew quickly as people realized that she could create custom rings. They soon outgrew their dining table, and leased a small space to have meetings. As things grew, she added her husband as a partner, and staff that has enabled the business to scale. Perhaps yo...
2019-10-3159 min
The Exit Plan PodcastListener Q+A Episode (EP. 85)Today's episode is all about the listeners! Listen along as we answer YOUR questions about entrepreneurship, how to get the life you want, side gigs and anything opt out. Do you have a question? We want to hear from you! Email us your best question at Dana@optoutlife.com or Nate@optoutlife.com and we'll add it to the list for our next special Listener Q+A episode. So what do you want to ask? More at optoutlife.com/podcast/listener-qanda/
2019-10-2422 min
The Exit Plan PodcastCory Verner - A Ten-Year Overnight SuccessToday’s guest is Cory Verner. Cory had spent years commuting to a job he hated. He made it tolerable by listening to audio books every day. When the time came to launch a business, he decided to start an audio book publisher. That was 15 years ago, and that little business grew until it was sold to a private equity group in 2016. Yes, Cory did fine, but as we’ll hear, he also learned a tough lesson along the way. Today, we find Cory in the midst of a couple of new ventures and one old one...
2019-10-171h 07
The Exit Plan PodcastHow to Start Networking . . . [LISTENER SPECIAL] (EP. 83)Opt Out Life listeners and fellow entrepreneurs Bryton Nield and Matt Mclelland hit us up with a compelling question. How could they best approach launching an "Opt Out" networking event in their city? And how else might we suggest they expand their personal and business networks, in general? In this special episode, we invited Byrton and Matt on to the mics and talk through one of the most important skillsets and strategies any aspiring Opt Out-er needs to master. More at optoutlife.com/podcast/how-to-start-networking
2019-10-1043 min
The Exit Plan PodcastChuck Longenacker - Can You Care Too Much?Today’s guest is Chuck Longenacker, the founder of a digital agency who came to us after spending the past two years relaxing and recovering from the long road to success that often ends in burn out. Chuck’s journey as an entrepreneur began a million years ago, the dust of the dotcom crash in 2001. He lost his job in corporate America, and took his $5000 severance as a chance to try and go down a different path. Over time, his little venture grew up into a highly respected digital and design agency, Digital Telepathy, that would eventually have several dozen empl...
2019-10-0359 min
The Exit Plan PodcastUNCUT Grass on the Other SideThe life we lead as entrepreneurs, as "Opt Out" guys/gals, is typically one that looks pretty great. No bosses. No set schedules. Building income streams. The grass is green, right? This episode is 100% uncut and raw from the studio, recorded on a day when we were both running around from project to project. We figured, why not let everyone hear what it's really like without all the fancy storylines and production? More at optoutlife.com/podcast/uncut-grass
2019-09-1926 min
The Exit Plan PodcastChad Mureta - Flow State, App UniverseToday’s guest is Chad Mureta. As hit sits today, he’s a best-selling author, advisor, and consultant who has built and sold five different app companies and made millions of dollars in four different industries. And, as we’ll hear, he currently runs Project EVO, a company launched on kickstarter to create daily planners that are built for each person’s unique brain type. Chad had it all when the real estate market crashed, and lost it all. He had a major health scare that changed his trajectory forever. He traveled the world for 10 years while building his online bu...
2019-09-1258 min
The Exit Plan PodcastSteve Welty - Good Life Management, Period**Previous version missed the drop-ins** Our guest is Steve Welty, he’s the 30 something owner of a business called Good Life Property Management. It’s a San Diego based property manager, with some 650 single family homes under management. As you’ll hear, Steve is a personable, outgoing face for a company that embodies his unique philosophies on lifestyle, balance, revenue growth, and company culture. He did it his own way, by empowering the generally younger group that makes up his workforce, and by consistently challenging them to work him out of a meaningful day-to-day position. Now, he...
2019-09-0556 min
The Exit Plan PodcastTim Ludwig - Search Funds RuleWhat if I told you there’s a little-known cottage industry of generally-younger entrepreneurs out there, buying businesses that have millions in profit, to kickstart their own careers? Our guest in this episode is Tim Ludwig. Tim’s an OG member of the world of search funds. What’s a search fund? It’s a term commonly used to describe a hungry entrepreneur in waiting, who takes the backing of a small group of investors to go out and SEARCH for a business to buy. It’s an interesting method for any enterprising person such as yourself to jump into the world...
2019-08-291h 03
The Exit Plan PodcastTaryn Rose - Doctor Comfort ShoesToday’s guest changed the category of "comfortable women's shoes" forever back in 1999 when she left her medical career to enter the footwear industry. Taryn Rose became a household name a few years later when a stroke of luck put her on the cover of Fast Company, and, well, Oprah declared that she loved Taryn’s shoes. Her shoes can be found in high-end stores like Neiman Marcus, but also on Home Shopping Network, where the brand High Heel Power by Taryn Rose is sold, with her handbags, legwear, and foot skincare. Taryn has had ups and downs through her...
2019-08-2252 min
The Exit Plan PodcastWhat's Your Exit Plan?Dana & Nate go 'guestless' on this special episode to talk about how aspiring entrepreneurs and fellow Opt Out Life listeners can best figure out a path "out". More at optoutlife.com/podcast/exit-plan Learn more and follow the hosts at optoutlife.com
2019-08-1533 min
The Exit Plan PodcastJoanna Kinsman - Built on a Bikini StringToday’s guest is Joanna Kinsman. We met her on the 4th of July as she skated into a little house party on San Diego’s Boardwalk, that famous two-mile stretch of sidewalk that runs along the Pacific Ocean. There she was skating the boardwalk on a holiday (and most weekdays!) while running her growing business, Kini Bands. The path to success wasn’t all roses for Joanna, but her story shows that anyone with the ambition can achieve what they want. We love Joanna’s story for several reasons, not the least of which is the fact that she teac...
2019-08-0854 min
The Exit Plan PodcastRyan McKenna - Hustle, Syndicate, Invest, GrowOur guest is Ryan McKenna. He’s a real estate syndicator from Chicago, who’s been on his own for a little while now. He’s in his mid-30s, has a young family, and works most days in his own place, on his own time. Ryan’s built a mini-empire over the course of his young career by investing in his own real estate deals, building passive income, and freeing up his options. What’s cool about Ryan’s story is he very deliberately invested not only in property but also in his personal network and his own knowledge and e...
2019-08-011h 00
The Exit Plan PodcastJohn Beane - Technically Very ImpressiveIf you are old enough, you’ll remember back when your old cell phone would end up in a drawer after you bought the hottest, newest thing. Maybe you’d hock it on Craigslist or hand it down to your brother. Enter John Beane, an entrepreneur with some serious technical chops and the boldness to take on engineering problems that others might think impossible. John designed ATM style dispensers for hospitals to disburse medicine. And then somewhere along his journey - and we’ll say it was probably at least 5 companies into that journey - John joined up with a group...
2019-07-251h 03
The Exit Plan PodcastBrett Fogle - Click and Grow Rich Some of us are born entrepreneurs, and some of us discover it by happenstance. Today’s guest is Brett Fogle, he’s the serial type of entrepreneur, who started as a kid by selling “Mailbox beautification” services around his neighborhood. From those beginnings, he grew up and each new venture has brought him a new lesson, and by now, Brett has compiled those hard earned lessons into a system that any entrepreneur can use to make money without the risks that cause most ventures to fail. That system is the basis for Brett’s book, Click and Grow Ric...
2019-07-181h 00
The Exit Plan PodcastNate Spees - Really Green Grass? In today’s episode, we’re going to see that the green grass on this side of the fence is more like a MIX of green, brown and everything in between. Our guest is Nate Spees. He’s the owner of an agency called Made by Grizzly. And, his forest themed tattoos show that he’s a modern-day Grizzly Adams, although his humor is apparent when you notice that one of his tattoos is his own gravestone, carved with the words “No Ragrets”, intentionally misspelled. Listen to Nate’s story of going from the corporate world, to starting his own successful...
2019-07-111h 05
The Exit Plan PodcastVinny Giglio - Get Out While You Still Can! Many years ago, a 5 year old decided he was going to become an airline pilot. He grew up, as little boys do, and eventually served in the military. Then went to college. Then to flight school. At 23, he was a professional airline pilot. He’d spend a day at home, but for the most part, his home was the sky. On a dead head flight home, a much older pilot handed him a book, and said “Get out while you still can.” Our guest is Vinny Giglio. He’s a former pilot, who took some advice and a copy of Rich...
2019-07-0457 min
The Exit Plan PodcastParand Tony Darugar - (Not) Silicon Valley Kool Aid One of the things most people love about the Opt Out Life is that we don’t sell the Silicon Valley Kool Aid. Today’s guest is Parand Darugar. What we loved about his story is that he didn’t decide to go big or swing for the fences. His success came after he slowly and deliberately built a small venture down by the beach, and circumstances brought him into a merger with a larger company and eventually the “sought after” IPO. Parand’s journey wasn’t smooth...not by a long shot. He went through a couple of serious failur...
2019-06-271h 02
The Exit Plan PodcastJim Wang - The Blogger Who Got Free Our guest is Jim Wang. Jim is world famous personal finance blogger who started, grew and sold his first blog, Bargaineering, to Bankrate to the tune of a few million dollars. He’s still in the personal finance game today, as the name, face, and voice behind Best Wallet Hacks. It’s a long ways away from his initial career path, coming out of Carnegie Mellon with a degree in software engineering and a salaried job at a big defense firm. It’s cool that he’s made big money doing something most people would consider a goofy side project. But it’s the...
2019-06-201h 07
The Exit Plan PodcastWayan Suyadnya - Airbnb the Guest House Tell us if you’ve heard this story. Dana Robinson, co-host of this podcast, decides to sell everything and move to Bali on a one-way ticket. He sets off in search of adventure, and peace of mind. And the very first stop once he lands is at a guest house in some local’s backyard. The owner of that home is a guy named Wayan. Wayan Suyadnya is the kind of guy you often hear about on this podcast….he runs a business, he has a couple of side gigs. he does short term vacation rentals, and has hustled his way ou...
2019-06-1345 min
The Exit Plan PodcastLucas Lee-Tyson - Facebook Ads to Freedom Today’s guest is in some ways the epitome of the internet success story. He’s name is Lucas Lee-Tyson. He’s 20 years old, and started his venture from a dorm room in Boston. Lucas is master of Facebook ads. His company, which is now called Growth Cave, started in humble fashion when he picked up some freelance jobs on Upwork. Lucas has scaled it by using some of the most consistent principles we see in all of our guests. If you want an approachable story that should inspire you to take action, and give you a very simple playbo...
2019-06-061h 01
The Exit Plan PodcastCarl Allen - The Rich Dad of Business Acquisitions You’ve probably heard of a guy named Robert Kiyosaki...he wrote a little book called Rich Dad/Poor Dad and rose to stardom as a guru of real estate and investing. Today’s guest is Carl Allen, whose approach to buying businesses caught the attention of Mr. Kiyosaki. Now they’re partners and our guest has been donned “the Rich Dad of Buying Businesses.” Maybe you’ve heard of people who make money flipping cars? That’s cool. Flipping houses? Even cooler. But, our guy Carl flips whole companies. And, he’s now focused on helping others learn to do the same th...
2019-05-3057 min
The Exit Plan PodcastKim Dolva - Denmark’s Coolest Furniture Man How do you introduce one of the coolest men in Denmark? That guy is Kim Dolva, owner of KBH, the rising star of furniture and interior design in Scandinavia, and around Europe. Kim Started his career as a trained guitar maker. He took a degree in graphic art, but realized he couldn’t spend his life behind a desk, and took another degree in cabinet making. The blend of these led to a unique approach to furniture that is uniquely KBH, a look that is sought after by restaurants and architects well beyond his Copenhagen base. We chat on loc...
2019-05-231h 09
The Exit Plan PodcastCharlotte Hobgood - Prestige Beauty and Stylish Socks Our guest is Charlotte Hobgood. She founded a business called Tavi Noir, a business that sells socks. Special socks with diamond shaped grips used in Barre studios, where Charlotte herself had a previous career as an instructor. It was during that career that inspiration struck for her idea, and a logical test market was sitting right in front of her. Later, a chance partnership that she struck up over a conversation at a kids birthday party became her opportunity to scale the business significantly, at a perfect time for her as a mother, wife, and budding female entrepreneur. This stor...
2019-05-161h 02
The Exit Plan PodcastVincero Watches - Weekends Are Nice to Have Our guests in this episode are Tim Nybo, Aaron Hallerman and Sean Agatep. Together they are the founders of a company called Vincero. Vincero primarily sells stylish watches for men and women at a price point that seems to be much lower than the quality of watch they deliver. The story begins way back in 2010, when Tim, Aaron and Sean booked one way tickets to China. They taught English to pay their bills, and that left the rest of their time wide open to make a run at becoming entrepreneurs. They spent years stumbling through startup attempts and hard les...
2019-05-091h 09
The Exit Plan PodcastTanner Smith - Expat Profitable and Fancy Free Tanner Smith landed in Bali on a whim. As a young traveler, he lived on pennies, literally paying 50 cents for a meal. He ended up teaching English at a school before he eventually figure out how to “opt out” of a day job altogether and live the ultimate expat life. He owns and runs the Bali Manual, an online guide for expat life in Bali. He also has a gig that lets him travel the world taking photos for international hotels. We’re on location with Tanner, poolside at a villa in Canggu, sipping negroni’s and talking about Tanner’s...
2019-05-0254 min