Find Your Exit - Exit Planning Strategies for Business Owners

The world of entrepreneurship is a challenging landscape for anyone, but it comes with its own unique challenges for women. Many small business owners have creative ideas but struggle to find mentorship and basic support services. Ruchi Pinniger saw this unmet need and decided to build her career around helping women-led businesses realize their maximum potential. Ruchi is the founder of Watch Her...

When we have worked hard to build up a business it may seem impossible to leave and transition into something else. However, taking the leap of faith to pivot into something else may prove to be the best thing we ever do. Ken Landin took this leap when he left the drywall industry to pursue his passion, a decision he has not regretted once. Today, Ken joins the podcast to share his story in both e...

We are all probably sick and tired of hearing how we are living through uncertain and trying times. However, the pandemic has undoubtedly turned the world upside down with businesses bearing the brunt of the damage. How can business owners turn things around to come out intact on the other end of this? Today, Todd Palmer joins the podcast to talk about how business owners can go 'From Suck to Succ...

By the time a business owner has decided they are ready to exit they will need several plans in place to facilitate a successful transition. Sean Hutchinson has dedicated his career to helping business owners assess the state of their organizations to get ready for the next step in their lives. Sean is a thought leader and professional speaker in business value acceleration and transition readines...

So, you made the big decision to sell your business. What happens next? What does your life look like without it? What have you done to prepare for this next stage? Diane Drey has lived each and every one of these questions, having purchased and sold several companies. Diane is a businesswoman, entrepreneur, and business mentor. She holds an MBA from New York University and is a graduate of the Ha...

Business owners work their whole lives to build a company they are proud of. But when the times comes to leave this company and move into the next phase of their lives, they find themselves at a loss for how to proceed. When Bo Burlingham realized just how many business owners struggle with how to exit their company, he decided to write a book on it.  Bo is a business journalist and author of five...

Organizational psychology studies an organization's structure and the ways in which the people within it interact to seek efficiencies. While the pandemic has wreaked havoc on businesses, it has also created an opportunity to stop and consider what is and isn't working. Dr. Jeremy Lurey has made it his life's work to help businesses optimize their practices by performing similar assessments. Today...

Business owners are continuously seeking advice on leadership and team building. Our next guest acquired and developed these skills in a rather prestigious fashion while serving as a Navy SEAL officer. J ohn Choate is the managing director of SA-720TM, a consulting firm providing seminars on cross-functional teamwork and strategic planning based on principles derived from the U.S. Special Operatio...

In a time where business owners are closing down their companies or close to bankruptcy, hear about how a CEO took his company from an effective bankruptcy in 2009 and turned it around for the ultimate sale in 2017. This is the story of our latest guest, Chris Yount. Today, Chris joins the podcast to discuss his experience in navigating a business turnaround and reviving a company on the brink. He...

In business, the ability to stay nimble and adapt will determine your long-term success. Just how flexible is your organization and the culture you have built? A crisis such as the pandemic we are experiencing now will put this to the test. Errol Glasser and Richard Kestenbaum have decades of business experience building a people-first culture that can adapt to fit the times. Today, Errol and Rich...

The Coronavirus pandemic is putting the crisis management skills of business owners to the test. During these uncertain times, leadership is more invaluable than ever for those looking not only to survive but to thrive. Andrew Alfano has had his share of experience helping businesses navigate through times of crisis. Today, Andrew joins the podcast to discuss how he draws upon his experience at St...

Business owners seeking to navigate a transition may seek coaching to assist them through the process. This is precisely what Beth Miller has done as a leadership development advisor and executive coach. Today, Beth joins the podcast to talk about how she helps business owners and entrepreneurs optimize their workforce and how this is more important than ever in a post COVID-19 landscape. FULL SHO...

To set the stage for a successful exit, entrepreneurs need to build winning businesses. A certain type of leader can do this effectively multiple times over a lifetime, creating great companies from the ground up and turning money losers into profit-generating machines by rethinking the organization from the ground up. Turnaround expert Dean Akers has mastered this art. In his twenties, he took a...

Business owners in every industry have had to rapidly adapt, rework, and transform their processes to keep moving, working, and growing. Even as we as a society move toward a "new normal," there's a lot that's being forced to change in real time. Chris Krimitsos is optimistic about what this change means for business. He's a serial entrepreneur, producer, event coordinator, changemaker, motivator,...

In this trying and uncertain time, many business owners are wondering not how they're going to grow and thrive six months from now, but how they're going to make it to tomorrow. With capacities limited, revenues down, and opportunities changed, it's dangerously easy for entrepreneurs to get stuck in negative thought patterns.  Today, Todd Palmer joins the podcast to talk about not just why, but wh...

In this trying and uncertain time, business owners all over the country are having to make quick decisions and rapid pivots in order to operate under our "new normal." With offices shuttered, keeping your employees not just engaged - but employed - is a challenge like never before, especially if you used to provide your services in-person. Today, Scott Snider joins me to talk about these challenge...

In this trying time, Find Your Exit is shifting its focus to tell stories of business leaders and the challenges, trials, and tribulations they are facing right now. Today, I'm joined by Rob Basso. Rob is the founder of Long Island Advantage Payroll Services, which was the area's largest independent payroll provider until Rob sold the company in 2018. The business was named to the Inc. 5000 in 201...

Very few jobs are a perfect fit. As part of any organization, you may find yourself doing some things you're incredible at - and a handful that, while necessary, don't play to your strengths. While serving as the fitness director of the Michigan Athletic Club, Chris Johnson discovered that so many people didn't know how to address the underlying causes of their health problems. They didn't need a...

As your business grows, you're all but guaranteed to reach a point in your career where you simply can't keep doing everything yourself. What you do at this crossroads, however, isn't always clear: do you sell the company entirely and move on to your next project? Do you continue to run the show on your own at the expense of growth, or do you bring in outside partners to help you make day to day o...

In 1997, Long Islanders Mark Burford and Peter Cotter quit their jobs to make fresh, local, delicious beer for themselves - and sell whatever they happened to have left over. They founded Blue Point Brewing, gradually built their business and sold to Anheuser-Busch InBev in 2014. After selling, Mark stayed on as an advisor as the company rapidly scaled, then contracted slightly as thousands of bre...

Larry Siedlick is a serial entrepreneur who founded, led, and continues to lead a number of successful companies in his 40+ year business career. His first company was Sunrise Medical Laboratories, which sold in 2007 for one of the highest multiples ever paid for a laboratory company. He was also founder and CEO of The ARX Group, which provided financial and revenue cycle management services to he...

Shortly after college, Adam Schoenberg built and sold a TV network, then found himself managing sales teams. However, a chance meeting with an old friend at a wedding in Sweden in 2009 turned into a business partnership and a thriving new career. As a co-founder of Hook & Albert, Schoenberg built a prestigious, profitable menswear brand. They got buy-in from Barneys, Nordstrom, Saks, Neiman Marcus...

After 22 years as an investment banker, Peter Christman founded the Christman Group, where he helped middle-market business owners prepare for exit planning while maximizing value. As he did this work, he realized something huge: many founders were losing massive amounts of value by failing to do a number of things before (not after) selling their businesses. Peter took what he learned and founded...

It isn't easy to grow a successful business. It's even harder to let go of one, especially when family is involved, and few people understand this better than Tom Deans. He's built and sold companies worth over $100 million across three generations and speaks at over 100 events each year. Tom is the author of Every Family's Business: 12 Common Sense Questions to Protect Your Wealth . With over 750...

There are now over 600 Certified Exit Planning Advisors in 12 different countries - and many of them wouldn't be working in this field today without Chris Snider. Chris is the CEO and Founder of the Exit Planning Institute, where he helps financial advisors become Certified Exit Planning Advisors - CEPAs - and empowers them to lead teams, enable educated decisions, and create positive change and s...