M&A Murders & Accusations: The Good the Bad and The Ugly of Selling Your Business

Most owners think retention is about bigger paychecks. We make the case for a smarter lever: help employees keep more of what they earn and turn that momentum into homeownership. With guest Brad Bennett, we explore how cash flow automation can silently reroute pay, reduce waste, and build savings without the feeling of sacrifice. When people stop leaking money into subscriptions and impulse swipes...

Learn how AI can help you better prepare your business to sell with AI guru Jacob Andra , Founder & CEO, of Talbot West . In this episode we unpack how to align perception with reality when preparing a business for sale and how targeted AI can boost efficiency, clarity, and valuation. Jacob Andra shares a practical path from messy systems to credible growth stories buyers will pay for. • mappi...

Visit us at: Bsalesgroup.com , DesignMySale.com , MyBizValue.com

Deals rarely collapse because the idea is bad—they fall apart when the numbers can’t carry the story. We sat down with Patrick McMillan, a seasoned quality of earnings specialist with Ampleo, to show how sellers can turn diligence from a gauntlet into an advantage. From decoding what “quality” actually means in earnings to explaining why EBITDA is only a proxy for cash flow, we break down the prac...

When business owners face the pivotal question of whether to sell or continue building their company, the answers are rarely straightforward. The Utah chapter of Exit Planners (EPI) takes you inside this crucial decision-making process through two compelling real-world case studies that illuminate the complexities of business transitions. A rapidly growing software company valued at $31 million st...

💡 Key Takeaways for Business Owners ✅ Why Having the Right M&A Team Saves You Millions Choosing the wrong attorney can cost you $20K–$30K+ in unnecessary fees — and potentially kill your deal. M&A is a specialty . Using your “business lawyer” or “family attorney” is like hiring a general practitioner for heart surgery. Your M&A attorney is not just legal support — they’re your projec...

I n this episode, discover how smart exit planning strategies drove a $900K increase in business value—and what life looks like after the sale. What really happens when the deal closes? In this raw and insightful conversation, Gary shares his multi-year journey selling his roofing company—from an initial failed attempt to a competitive seven-offer bidding war. He also reveals the unexpected emotio...

In this episode we recorded a live webinar of the Exit Planning Institute, Utah Chapter of Exit Planners where we listen to the expertise and advice of 3 people who were involved in the sale of a business:  Chris Badger($80 Million Sale), Howard Flores (under $5 Million), Don Mealing (somewehere in between on multiple transactions). This is a seller panel discussion with questions from the audienc...

Rick Krebs and guest Josh Hogge discuss a successful business sale involving a financial advisor who effectively guided the client through the process as a "quarterback".  The advisor, who typically consults clients on financial matters, demonstrated his value by coordinating with business brokers and CPAs. He facilitated a valuation, attended key meetings, and utilized the Business Sale...

In this podcast we discuss the complexities of selling a business, featuring Matt Gruber, an entrepreneur with a legal background. Matt shares his experience of losing a business due to lack of succession planning and the importance of documenting and cloning business knowledge. He introduces Cotingency, a service that uses AI to help business owners systematize their operations and prepare for ex...

This episode breaks down the critical decision-making process for entrepreneurs considering an IPO or seeking venture capital, providing compelling insights into how to evaluate the options available. Key points include: • Importance of IPO vs. venture capital decisions  • Outlining the benefits of going public  • Understanding costs associated with both options  • Realizing the hidden advantages...

In this episode I interview guest Jacqueline who is also a sale-side advisor who specializes in selling RIAs - Registered Investment Advisor firms. She brings a wealth of knowledge to the table and insight about the importance of company cultural alignment to a transaction. It isn't always just about the money when we sell a business. Enjoy! Visit us at: Bsalesgroup.com , DesignMySale.com , M...

In this episode, I welcome Shawn Richards, the founder of Blue Sky Business Consulting. Shawn shares his unique approach to business advising, focusing on helping businesses transition from a growth model to a scaling model. He discusses the four key areas he addresses: financial systems, systems and operations, leadership and team development, and emotional well-being.  Visit us at: Bsalesgroup.c...

In this episode I interview insurance expert Van Carlson, an insurance risk reduction expert and the owner of SRA.   Van reveals how business owners can use IRS Code Section 831b to defer taxes and reduce risk, especially in anticipation of the sale of their business. This powerful, yet obscure structure is coming to light for small business owners.  In the past it has been used mostly by Fortune...

In this episode we discuss how NOT to catch the Cinderella Syndrome when negotiating a LOI or IOI.  I reveal our unique AI tool which will scan your offer document after  you scrub it for the sensitive information, outlining the  vulnerabilities and deficiencies in the offer so you can easily pinpoint what you need to focus on.  Then,  yes, of course, you will receive tips and tactics for negotiat...

The advent of Artificial Intelligence (AI) is changing the way we do business. It has impacted the business of selling businesses as well. In this episode we go international as I interview a world renowned expert in business consulting, Dr. Joe O'Mahoney, Professor at Cardiff University in Whales about the impact of AI on business consulting and selling a business.  Dr. O'Mahoney shares...

Working Capital is something that all too often is the reason the sale of a business fails. This episode is designed for Business Brokers and M&A professionals to discuss the need for addressing Working Capital early on in the transaction to increase the likelihood of the transaction closing.  Visit us at: Bsalesgroup.com , DesignMySale.com , MyBizValue.com

In this episode we discuss the Entrepreneurial Operating System (EOS) Worldwide and how Steele Kizerian, an EOS Integrator, helps business owners scale and prepare their businesses for a future sale.  Visit us at: Bsalesgroup.com , DesignMySale.com , MyBizValue.com

This episode helps business owners prepare for a meeting with a buyer. As a M&A Advisor I often get asked by business owners what are some good questions to ask a buyer when they meet with them.  I have kept a list of good questions that my seller clients have asked buyers over the years and this episode reveals this list.  Meetings with buyers should include questions from buyers and question...

I have learned over the years that you never know everything. In this episode we go international with Canadian Scott Duke, the founder of Open Road. We talk about his services, what he does and how his process is unique in the business. Scott and I are in the same space in non-competing markets and do much of the same type of M&A work. Scott shares his insights about selling a business.  Visi...

The initial step (some call it the Triggering Event) in Exit Planning or Financial Planning is doing a formal confidential valuation.  In this episode we talk about my company, My Biz Value and how we fill the much-needed gap of obtaining an affordable confidential valuation for your business. Visit us at: Bsalesgroup.com , DesignMySale.com , MyBizValue.com

In this episode you will learn about how the notion of Exit Planning got started and hear from the man who started it all back in the 90s. Peter Christman is an icon in the industry, having started the Exit Planning Institute and is known as the Father of Exit Planning. He is also an entertaining man to listen to with stories and examples. Visit us at: Bsalesgroup.com , DesignMySale.com , MyBizVal...

If you plan to maximize the selling price of your business when you sell, Exit Planning is a must . In this episode I interview the man leading the nationwide charge to inform, educate and help advisors and business owners alike maximize the value of their business when they sell.  Scott Snider is President of the Exit Planning Institute (EPI). EPI offers a Certified Exit Planning Advisor (CEPS) d...

As a business owner considering the sale of your business you should be thinking ahead about the tax ramifications of a sale.  About 10 years ago I was selling a trucking company and I won't repeat the words that came out of the mouth of the owner when he found out that Uncle Sam was going to take over $6 M of his hard-earned money.  I met Eric Veve and we utilized the Asset Exchange Structur...

In this episode we cover an important and often overlooked topic of Working Capital and how it relates to the important IRS filing of forms 8594 (regular Asset Sale) or 8883 (with a Section 338(h)10 election).  We may be "geeking out" a bit here as we delve into these two important aspects of every transaction over $1.5 M, but these are things that you are going to want to know...your ad...