Exit Insights

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...

Send us Fan Mail Do you want to grow your business, delegate more effectively, and focus on what's truly important? Andrew Miller is sharing the solution so that you can get the business growth, delegation, and focus you desire. Andrew spent 16 years in the Restructuring department of the global accountancy firm, KPMG, as well as being seconded to Barclays Bank's insolvency unit. He has...

Send us Fan Mail Brandon Neely is an entrepreneur, Profit First, and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couple...

Send us Fan Mail Rob Warner is a successful entrepreneur who understands the ins and outs of preparing a business for exit. He sold his business, Invisible PPC, late last year and has since been sharing his insights about the process and what business owners can do to maximize value and exit on their terms. Rob is a great example of how taking the time to prepare your business for sale can pay off...

Send us Fan Mail John Lamerton was a civil servant who decided to launch an internet marketing company. He had no experience in running a company or marketing, but he was determined to make it work. He started by reading a book called "Internet Marketing for Dummies" and then slowly started to figure things out. He made a lot of mistakes, but eventually, he had a breakthrough when he mad...

Send us Fan Mail For business owners preparing to exit their business, it is important to be able to inspire the next generation of employees in order to scale the company. VC investors need to be able to take challenges from investors and entrepreneurs need to be able to understand the financials of a business in order to secure. In this episode featuring Edward Keelan, we covered:1. The importan...

Send us Fan Mail In this Exit Insights episode, will learn how to identify and address the "monsters" that hold back team performance and prevent productivity, in order to exit their business on their terms. Andrew shares how team performance can impact the culture of your business and hold back productivity. Topics discussed:1. The role that team performance plays in business success2....

Send us Fan Mail In this episode of the Exit Insights Podcast, Babs Jamieson from Jamieson's Law shares her expertise in corporate law and preparing small businesses for an exit. In this video, you will learn:1. The importance of a shareholders agreement, and how it can protect business owners' interests2. The importance of brand protection, and how it can add value to a company3. The im...

Send us Fan Mail Do you want to grow your business and exit on your terms? Andrew Cristin is sharing the solution so that you can achieve that result. The main framework shared in this story is the importance of having a clear process and system in place, as well as knowing your niche market. Andrew Cristin has been involved in a growing business and exited without the golden handshake or earn-out...

Send us Fan Mail In "Systemology", Dave Jenyns provides a step-by-step guide on how to systemize your business, so you can maximize value and exit on your terms. In this episode, you will learn:1. What are the benefits of having a systemized business?2. How can business owners create systems that work for their business?3. What are the challenges of implementing a systemized approach to...

Send us Fan Mail When Greg Maddox realized the key to a successful exit was in the multiples, he became determined to help business owners see the light. Greg Maddox is an exit planner in Chicago. He's been doing this for over ten years and has learned a lot about what it takes to successfully exit a business. He believes that exit planning is about understanding a business owner's perso...

Send us Fan Mail By following the Pinnacle Principles, you can increase the value of your business fivefold. In this episode, you will learn:1. How businesses can five times their revenue in five years by following the Pinnacle Principles.2. How to become a category of one in your industry by differentiating your business and systemizing it for profitability.3. How to create a blueprint for a busi...

Send us Fan Mail Welcome to the podcast that helps business owners prepare for an exit so they can maximize value and exit on their terms. In this episode, you will learn:1. How Alvin Narsey transitioned his business during the pandemic by selling his pharmacy and moving to Germany2. The importance of profitability in a business3. How to engage with customers in a retail settingAlvin Narsey is a p...

Send us Fan Mail Would you like to know a simple system for ensuring your business always has enough cash on hand? In this episode you will learn:1. How Rocky Lalvani's profit-first philosophy can help business owners become more profitable.2. The importance of having systems and processes in place to manage growth effectively.3. How allocating money to a profit account can help ease anxiety...

Send us Fan Mail Andy Cabasso is a startup founder, digital marketing professional, speaker, and lawyer. He is the co-founder of Postaga, an all-in-one platform for link building and email outreach. Prior to Postaga, he started, grew, and then successfully sold a digital marketing agency. In this podcast episode, he talks about his experience on how he started, built, and sold a digital agency. Le...