Exitwise
Exitwise Productions
Exitwise Productions is your one-stop shop for M&A education, real-world exit stories, and expert insights. Whether you're a founder planning to sell, a business owner exploring your options, or just looking to understand how mergers and acquisitions really work. The Wise Exit · Host Todd Sullivan, M&A Advisor and Exitwise CEO & Co-founder, brings you in-depth conversations with founders and former business owners who've sold to some of the top acquirers in the world, alongside focused masterclasses and expert guidance on the M&A process. From business valuations and quality of earnings to cho...
Where to listen?
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Episodes
The Wise Exit | Refugee to Global Entrepreneur | Lloyed Lobo 26.09.2023 1:10:59
EPISODE 54: THIS WEEK'S GUEST - LLOYED LOBO In this episode, Lloyed shares: His views on how outsourcing the financial role to professionals helps when it's time to sell the business How bootstrapping (vs. Venture Capital) allowed him to sell on his timetable Why building community is a key differentiator and value driver in any business and even more when it's time to sell GUEST BIO: Lloyed Lobo...
The Wise Exit | Personal Relationships In M&A | Matt Blumberg 19.09.2023 54:18
E53: THIS WEEK'S GUEST - MATT BLUMBERG In this episode, Matt talks about how: Creating better personal relationships with acquirers can de-risk M&A transactions To bounce back from a failed M&A transaction Building a company with a work/life balance in mind can lead to a great outcome GUEST BIO: Matt Blumberg, a former management consultant, a venture capitalist and early employee who help...
The Wise Exit | How AI Is Changing M&A | Joe O'Mahoney 12.09.2023 38:17
E52: THIS WEEK'S GUEST - PROFESSOR JOE O'MAHONEY In this episode, Joe talks about: How his personal M&A experience helps improve his consultancy for his clients How professional service firms are valued during an M&A transaction What great companies do to prepare for an exit How AI is disrupting the M&A world and what founders and entrepreneurs can do to leverage it GUEST BIO: Professo...
The Wise Exit | Building At Wharton And Selling To Lyft | Kenan Saleh 05.09.2023 33:13
E51: THIS WEEK'S GUEST - KENAN SALEH In this episode, Kenan talks about: His decision to sell Halo Cars to Lyft so early in his entrepreneurial journey How mentally and emotionally difficult due diligence is after signing an LOI during M&A His advice for other founders thinking about the M&A process, and how his experience will influence his next venture GUEST BIO: In October, 2018 as a s...
The Wise Exit |Selling A Business In A Down Market | Oliver Low 29.08.2023 58:33
E50: THIS WEEK'S GUEST - OLIVER LOW In this episode, Oliver talks to Exitwise CEO & Co-Founder Todd Sullivan about: Finding the right buyer for your startup (private equity, family office, strategic buyer, or holding company) The value of surrounding yourself with M&A expertise when selling your business How selling in the "4th inning" can often lead to better liquidity and professional op...
The Wise Exit | Winning The Early Stage Growth Game | Jonah Midanik 23.08.2023 41:03
E49: THIS WEEK'S GUEST - JONAH MIDANIK In this episode, Jonah discusses: The value of putting an entrepreneurial win on the board Deciding to step down from the CEO role to prepare his company for its next stage of growth Advice for fellow founders thinking about fundraising and the M&A process GUEST BIO: Jonah has been fortunate to see the startup journey from many different perspectives. Fir...
The Wise Exit | Agency Founder to Tiger 21 Chair | Elise Mitchell 16.08.2023 51:20
E48: ELISE MITCHELL - 3 TIME FOUNDER & CEO and TIGER 21 CHAIR Today, my guest is Tiger 21 chair and three-time entrepreneur Elise Mitchell, who founded Mitchell Communications Group, which was named a top ten fastest growing PR firm globally. Elise was named PR Week's Public Relations Professional of the Year and a top 50 power player in PR. She's also the author of Leading Through the Turn. ...
The Wise Exit | Building, Buying, and Selling All Around The World | Sven Milder 09.08.2023 31:39
E47: SVEN MILDER - FOUNDER, STARTUP ADVISOR, and M&A EXPERT Today, Todd Sullivan talks to Sven Milder, a serial entrepreneur who has built, purchased and sold multiple companies throughout Europe and Southeast Asia. Sven understands how to raise capital, how to leverage low cost workforces, and how to use technology to improve efficiencies and profitability in any business he's involved in. S...
The Wise Exit | Bootstrapped Persistence to Successful M&A | Melissa Kwan 02.08.2023 40:32
E46: MELISSA KWAN - 3X BOOTSTRAPPER / CEO OF EWEBINAR Join Todd Sullivan in a conversation with Melissa Kwan , the co-founder and CEO of eWebinar , a top automated webinar platform. Prior to eWebinar, Melissa spent 13 years building three successful companies without venture capital backing. Her last company, Spacio, became the real estate industry's number one open house sign-in solution, helpin...
The Wise Exit | Finding Purpose After An Exit | Ryan Vaughn 26.07.2023 51:41
E45: Ryan Vaughn - Executive Coach/Founder of Inside Out Leadership Today Todd Sullivan is joined by Ryan Vaughn, the founder of VNN Sports , one of the largest marketing platforms in the U.S. for high school sports. Ryan caught the entrepreneurial bug at an early age when he started selling Pogs to his classmates in the fourth grade. Through the following years of self-discovery, as well as tria...
The Wise Exit | Startup To Exit In 36 Months | Ryan Landau 19.07.2023 34:52
E44: Ryan Landau - Founder/CEO of Purpose Jobs and Startup Community Champion Today Todd Sullivan is joined by a great friend, multi-time founder, and Iron Man Athlete, Ryan Landau . Ryan, along with his brother Andrew , built Chalkfly, a company that helped transform how school and office supplies are purchased online. Launched in 2012, Chalkfly was among the fastest growing early stage e-comme...
The Wise Exit | 13 Exits & a Lifetime of M&A Experience | Craig Dickens 12.07.2023 47:46
E43: Craig Dickens - Entrepreneur and CEO of JD Merit Investment Bank Today, Todd Sullivan's guest is Craig Dickens, a serial entrepreneur with thirteen exits, who decided to start an investment bank to help demystify the M&A process and help fellow founders create the exits they deserve. Craig is one of the investment bankers on the Exitwise platform, and we decided to have on to share his...
The Wise Exit | From College Startup (and Exit) to Social Media Titan | Nick Huber 05.07.2023 31:46
42: Today, join Todd Sullivan in his conversation with Nick Huber, a serial entrepreneur who has leveraged his substantial social media audiences to drive incredible value for his businesses and for the entrepreneurs who he advises and invests in with. With a partner, Nick built his first storage service business right out of college, but decided to sell the business to focus on building a self-st...
The Wise Exit | Practice Makes Perfect In Soccer and M&A | Mac Lackey 28.06.2023 38:43
E41: Join Todd Sullivan and Mac Lackey , a serial entrepreneur who's built and sold six businesses with multiple eight figure exits to NBC Sports and News Corp, just to name a few. Mac has been featured on CNN, The Wall Street Journal, Fast Company, USAToday and The New York Times, and now spends his time working with business owners through his extraordinary program called ExitDNA , which helps...
The Wise Exit | Venture Capital Pitfalls | Greg Head 21.06.2023 43:52
E40: Join Todd Sullivan and Greg Head, a software and SaaS expert with multiple exits under his belt, as they discuss his background building exceptional businesses, the experiences that shaped his view of Venture Capital as a growth vehicle, and his path to becoming a champion for practical founders everywhere. Greg not only explains how venture capital often imposes unrealistic growth requiremen...
The Wise Exit | Pivoting A 3rd Generation Business Into A Private Equity "Platform" | Derek Gaskins 14.06.2023 29:53
E39: Today our guest is Derek Gaskins , a good friend and founder of Retail Bloom (now Blue Wheel Media ), a full service e-commerce and digital marketing company, which Derek created inside the walls of his family's third generation business, Aleva Stores . Derek grew this business quickly and then separated it from his family's business to sell it to a private equity firm in a very creative and...
The Wise Exit |The Courage To Walk Away From An M&A Deal | Kim Kaupe 07.06.2023 46:23
E38: Join Todd Sullivan and Kim Kaupe, Founder of Bright Ideas Only and weekly host of the Coffee With Kim podcast, as they discuss her journey to entrepreneurship and the adventures of creating a number of ultra-successful businesses and media agencies. Kim also dives into the experience of trying to sell one of her business in 2022, and the decision to pull out of the deal because it was not ali...
The Wise Exit | Private Equity Playbook and Creating Generational Wealth | Adam Coffey 31.05.2023 51:05
E37: On today's episode of Cashing Out, Todd Sullivan speaks with Adam Coffey , a CEO, Board Member, Best-Selling Author (x2), and Acclaimed International Speaker. Adam is a respected mentor to MBA candidates and a sought-after speaker at UCLA. He brings diverse expertise from commercial and industrial service businesses, alongside being a licensed general contractor, pilot, former GE executive,...
The Wise Exit | An Exit To A Public Company Overshadowed By Family Tragedy | Tyler Hall 24.05.2023 52:41
E36: Join Todd Sullivan as he speaks with Tyler Hall , a serial entrepreneur and founder of Drivably , a resource inventory platform for car dealers. Tyler sold his business to a highly strategic public company, ACV , which was the leading digital automotive marketplace for car dealers. This exit was a home run for Tyler and his team, but his stories and advice about getting this deal done are pr...
The Wise Exit | What Is Quality of Earnings In Mergers & Acquisitions | Larry Simon 17.05.2023 28:15
E35: On today's special episode of The Cashing Out Podcast I'm speaking with Larry Simon , a Certified Public Accountant and partner at D oeren Mayhew, a top accounting firm in North America. Now, instead of our typical format of interviewing a founder who has built and sold a business, we thought we would interview an M&A expert to educate our founders around the decision of whether to do a S...
The Wise Exit | How A Successful M&A Transaction Turned Into A Nightmare | Peter Bray 10.05.2023 54:02
E34: On today's episode of Cashing Out, we speak to the founder and CEO of Bray & Co - Peter Bray . Peter has held executive roles with some of the largest ad agencies in the world, including Saatchi and Saatchi, where he was CEO of The Brand Shop and WPP, where he was the firm's global head of digital. But early in his career, Peter was a highly successful agency entrepreneur who sold his fi...
The Wise Exit | Stay-At-Home Mom -> Home Health Care Billionaire | April Anthony 03.05.2023 1:04:45
E33: On today's episode of the Cashing Out podcast we are very fortunate to be chatting with April Anthony , currently the founder of the VitalCaring Group , which is her fourth home health care company. April is a home health care and technology entrepreneur with three exits under her belt. She started her career as an accountant, but at the age of 25, with the initial goal of being a stay-at-ho...
The Wise Exit | M&A Lessons From A 3x Entrepreneur | A.J. Lawrence 26.04.2023 53:33
E32: Join Todd Sullivan as he interviews A.J. Lawrence , a self-proclaimed journeyman entrepreneur with multiple exits under his belt. A.J. sold his first web development business to an ad agency a few years out of college. He then moved into I.T. hardware and sold his Wi-Fi router business to his main hardware supplier. AJ capped it off in 2021 by building and selling a multi-million dollar d...
The Wise Exit | Opportunistic M&A & Business With Family | James "Bud" Petcoff 19.04.2023 41:42
E31: On today’s episode of the Cashing Out podcast, co-hosts Todd Sullivan and Brian Dukes speak to James “Bud” Petcoff, a prolific entrepreneur and CEO. Bud has more than 35 years of insurance industry experience, including founding North Pointe Insurance Co. in 1986, taking it public in 2005, and facilitating its sale to QBE Holdings Inc. in 2008. Today, Bud is the chairman and CEO of Conifer Ho...
The Wise Exit | From Cell Phone Insurance To Empire Builder | Rob Emery 12.04.2023 45:37
E30: Today, my guest is Rob Emery , a serial telecom and pet industry entrepreneur with two exits under his belt. Early in his career, Rob started selling cell phones through his own retail outlets. After merging his retail locations with a franchise partner, Rob sold off his retail locations and founded ProtectCELL to focus on selling cell phone protection and replacement service plans through op...
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