Exit Insights

Send us Fan Mail Meet Ray Brown, the man behind the successful consulting business, Archibiz. His work revolves around guiding architectural practices, helping them to redefine their operations and aim for higher success. With experience spanning several industries and over 17 years’ worth of coaching skills under his belt, Ray provides architects an open invitation to expand their business footpr...

Send us Fan Mail Experience the unexpected journey of entrepreneur, Kevin Harrington, as he delves into the world of business valuation. What began as a simple question transformed into a profound realisation – understanding the value of his business was about more than just dollars and cents. Join Kevin as he uncovers the hidden factors that boost a business's worth, from intangible assets t...

Send us Fan Mail As a premier expert based in Boston, Max Traylor believes that the key to maximising profitability and scaling professional services lies in crafting specialised offerings and streamlining operational processes. His innovative approach to productisation enables professional service firms to harness their unique knowledge and deliver unmatched value to their clients. Max's ins...

Send us Fan Mail Andrew Sherman is a seasoned transactional attorney with a wealth of experience in various aspects of business law, including mergers and acquisitions, valuations, and intellectual property. Over the years, he has become a well-known figure in guiding business owners through successful M&A deals and helping them maximise the value of their businesses. Not only has Andrew been...

Send us Fan Mail James Church is a dedicated strategist and the creative mind behind Robot Mascot, an investment readiness agency passionate about helping early-stage businesses raise their first or second round of funding. As an experienced professional working with innovative startups, James has co-authored the bestselling book, Investable Entrepreneur, which takes readers through the methodolog...

Send us Fan Mail Discover the essential steps business owners need to take for successful early exit planning - listen now! Kevin Harrington, Succession Plus Partner, is an experienced business strategist with a passion for helping entrepreneurs plan their exit. With years of experience under his belt, Kevin has worked closely with numerous business owners to guide them through the process of prep...

Send us Fan Mail Nate Lind, an experienced entrepreneur and business broker, shares his expertise in buying and selling businesses in this podcast. He started his journey by creating a technology business selling vitamins globally, which led to his first exit when a shopping cart company took notice of his unique reporting system. Nate's passion for mergers and acquisitions eventually led him...

Send us Fan Mail In this episode, Roger Knecht shares his wealth of knowledge in marketing, management, and business success, guiding accountants, bookkeepers, and tax preparers toward launching and growing thriving accounting firms. Explore the 5 Essentials in Business and uncover the core services that accountants should be offering their clients. Gain actionable steps, real-life examples, and e...

Send us Fan Mail In this episode, we explore the world of selling businesses with expert Gary Morley, a seasoned Chartered Accountant. With over 20 years of experience, Gary has helped countless entrepreneurs navigate the complexities of selling their companies. Listen as he shares valuable insights and answers key questions on planning, the selling process, and concluding a deal. Gain valuable st...

Send us Fan Mail In this episode, we speak with Andre Abi Awad, an experienced professional speaker and trainer turned entrepreneur who recently exited his business in May of last year. With a focus on creating marketing funnels, Andre started his business in 2012 using mostly freelancers and his personal network to get started with clients. After years of educating the market and expanding his te...

Send us Fan Mail In this episode, we sat down with Jamie, an expert in corporate public relations with a focus on financial services, professional services, and consumer sectors. Jamie shared his insights and experiences in advising global financial services companies of all sizes in building and protecting their brands through PR.We delved into the topic of PR and its importance for firms looking...

Send us Fan Mail In this episode, Darryl interviews Mike Finger, a successful small business owner with over 25 years of experience in buying, building, and selling multiple businesses. Mike shares his insights on why so many small business owners get the exit process wrong, and what the biggest mistake they make is. He emphasizes the importance of being prepared and ready to sell, and how owners...

Send us Fan Mail In this episode, we sit down with Michael Brosowski, a non-profit founder who shares his experience of planning his exit strategy from the CEO role to ensure his organization's sustainability and success. Michael brings a unique perspective as he wanted to leave the role not because he wanted to leave the organization, but because he wanted it to thrive without him. He discus...

Send us Fan Mail In this podcast interview, DC Palter, a startup founder and CEO with over 25 years of experience building and leading tech companies, shares his insights on dealing with multiple owners with different goals and priorities, and what to prepare for life after exiting a business. DC discusses the acquisitions of his first and second companies, and what went wrong with each acquisitio...

Send us Fan Mail In this episode, Shane Lukas, an expert in business finance, passionately helps accountants to achieve greater business success and profits while discovering the irony of needing external help to make his own business saleable. Shane Lukas is an International Coach, Trainer, and inspiring keynote speaker with over 25 years of experience helping accountants around the world grow th...

Send us Fan Mail In this podcast episode, Manny Skevofilax, an outsourced CFO, guides business owners through the challenging process of exit planning, culminating in an arduous due diligence process, where the goal is to maximize value and minimize the gap between the desired and actual sale price. Here's what Manny Skevofilax and I covered:1. What should business owners know about preparing...

Send us Fan Mail Oliver Wilson is the Head of Corporate Banking at Showbrook Bank, a UK-based lender specializing in funding Employee Ownership Trust (EOT) exits. He has extensive experience in structuring debt financing for businesses of all sizes. In this episode, you will learn the following:1. What are the key considerations when assessing an employee ownership transaction for lending?2. How c...

Send us Fan Mail Jason Skeesick is a serial entrepreneur who has built multiple businesses, including a CrossFit Gym in Chicago. He spent four years in the US Army and has a finance degree, giving him the skills to maximize the value of his businesses. In this episode, you will learn the following:1. How Jason Skeesick went from joining the military to becoming a successful entrepreneur.2. The sys...

Send us Fan Mail Simon Morton is the former owner of Eyeful Presentations, who sold the business to an Employee Ownership Trust in February 2023. He now works part-time at the company, bringing his experience and expertise to the new board. In this episode, you will learn the following:1. How did Simon Morton transition away from his business while still supporting the employees?2. What is an Empl...

Send us Fan Mail Jerome Fogel is a lawyer from Fogle and Patomianos based in Los Angeles, specializing in corporate law, intellectual property, mergers and acquisitions, venture capital formation and capital raising. Jerome Fogel had the opportunity to represent a variety of businesses and individuals five years ago when a client came to him with corporate and intellectual property needs. Over the...

Send us Fan Mail Ken Gorman is a Regional Director and a Sell-Side Merger & Acquisition Advisor with Transworld M&A UK. He is a Certified Merger & Acquisitions Advisor (CM&AA), previously a Certified Public Accountant (CPA) with Ernst & Young and has completed a certificate course in business valuation. In this episode, you will learn the following:1. What is the process for se...

Send us Fan Mail Single mom Jan Cavelle, with no business knowledge, unexpectedly grows her kitchen table job into a successful enterprise, but the central conflict arises when her son unexpectedly joins and she must find a way to escape her success with her sanity intact. You will learn:1. How to successfully exit a business and the challenges that come with it.2. How to manage the dynamics of ha...

Send us Fan Mail In this podcast episode, Daryl Bates interviews Drake Scifers, a business owner who sold his business in 2020.Drake Scifers is an entrepreneur and business exit strategist. He is the founder of a wireless internet service provider and luxury RV park and sold his business in 2020.In this episode, you will learn the following:1. How a small, niche player in the wireless internet ser...

Send us Fan Mail In this episode of the Exit Insights Podcast, Darryl Bates-Brownsword interviews Jason Grant, who has developed the Automated Method to help business owners optimise their business. Jason Grant is the founder of the Automated Method, a business automation consultancy. He has over 20 years of experience in the IT industry and is a thought leader in business automation. In this epis...

Send us Fan Mail Phil Fraser is a successful entrepreneur who exited his business after 18 years. He's now dedicated to helping other business owners prepare for their own exits so they can maximize value and exit on their own terms. Phil is a relatable figure who understands the challenges and complexities of exiting a business. His story is an inspirational one for anyone considering sellin...