Exit Insights

Send us Fan Mail Enforcing strong data protection can actually amplify your business worth. In this episode of Exit Insights, our guest, Erika Morales-Perez, shares importance of data protection for small businesses. She discusses the crucial role of audits in maintaining compliance and the significance of designing systematic data protection processes. Join host Darryl Bates-Brownsword as they ex...

Send us Fan Mail Explore the different paths you can take when exiting your business with our guest, Kevin Harrington. Kevin is a seasoned dealmaker and business adaptation expert with a finger constantly on the pulse of buyer expectations and business market trends. With a substantial track record in advising businesses on exit strategies, Kevin's ability to demystify the process is comforti...

Send us Fan Mail Beate Chelette, a business strategist and growth architect, shares her expertise with Darryl Bates-Brownsword on the importance of planning and preparation for an exit strategy. In this episode, Beate emphasizes the need for businesses to have a clear system in place and explains how this can bring coherence and clarity to their offerings. She shares an example of a digital market...

Send us Fan Mail Ensure a successful and profitable exit from your business when you're ready to retire and sell. Mark Dorman will be sharing the importance of early exit planning for business owners. Mark Dorman, a strategic exit planner who's carved a successful career out of a challenging business transition. He's the core source behind Legacy Business Advisors based in Cleveland...

Send us Fan Mail Get ready to take your professional service business to the next level. In this episode of Exit Insights, Dawn Bloomer, a seasoned expert in structuring professional service businesses for success and value creation, shared some incredible strategies and insights that can transform your business and ignite your passion for what you do. One key takeaway from the conversation was th...

Send us Fan Mail As a business owner, have you ever considered the potential risks that could impact your business's valuation? In this episode, we'll explore the importance of proactive risk management and how it can help you protect your business from unexpected crises. Wendy Shand, founder of Impact Resilience, shares her personal journey of starting a travel business and the challeng...

Send us Fan Mail Preparing for a successful business exit can be daunting, but Fractional CFO Pete Caltabiano helps small to mid-sized business owners overcome their fears and challenges, taking control of their exit and equipping them with the financial expertise needed to make it less scary. Pete Caltabiano is a seasoned professional in the business world who understands the trials and tribulati...

Send us Fan Mail Are you thinking about retirement but unsure how to navigate the process? Our guest, David Pearce, has walked this path and has valuable insights to share. David, who has successfully transitioned from being a dentist and business owner to a retiree, will shed light on crucial aspects of retirement planning. He'll talk about how to prepare for a retirement lifestyle that migh...

Send us Fan Mail Discover the 15 key tips to maximise the value of your business and achieve a successful sale. From understanding deal structures to having the right legal team, these insights will help you navigate the complex world of selling your business. But what happens when the buyer's intentions aren't what they seem? Find out in this gripping episode of Exit Insights. Renowned...

Send us Fan Mail In this episode of the Exit Insights podcast, host Darryl Bates-Brownsword interviews Colin Mills, the founder of The CFO Centre, to discuss the crucial role of the CFO in preparing a business for exit and maximising its valuation. Mills emphasises the importance of starting with the end in mind and working backward to determine the desired time frame. He shares valuable insights...

Send us Fan Mail With over two decades of experience as a sales tax specialist, Jason Parr brings to the conversation unmatched insights and an in-depth understanding of sales tax compliance. Having spent a significant portion of his career at Peisner Johnson, a firm known for its expertise in state and local taxation, Jason has developed a knack for simplifying complex tax laws for business owner...

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...