最高の Strategicexit ポッドキャスト (2024)

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Ep #110: 6 Reasons To Retire As Soon As Possible 9:30

1M ago9:30

9:30

What if working longer is costing you more than you realize? In this video, I reveal 6 compelling reasons to retire sooner rather than later, including the impact on your health, the value of your time, and the relationships that truly matter. Watch the YouTube Version The Value of Time: Why time is our most precious resource and why delaying retir…

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Ep #109: 401K Loans: The Pros, Cons, And Major Risks To Avoid 7:14

1M ago7:14

7:14

Listen in as I break down the critical details of 401k loans—the pros, cons, and major risks you need to be aware of before borrowing from your retirement savings. We discuss how a 401k loan works, the ease of accessing funds, and the potential advantages like no credit checks and quick approval. However, we also explore the often-overlooked danger…

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Ep #108: "I Have Nothing Saved For Retirement" - Top 10 Recommendations 9:51

2M ago9:51

9:51

Here are my top 10 actionable recommendations to help you get your retirement savings on track, even if starting from zero in your 40s or beyond. Whether you’re 40, 45, or even 50 with no savings, these strategies will guide you through the steps needed to build a solid financial foundation. We’ll cover everything from how to save money effectively…

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Ep #107: The Hidden Dangers of Borrowing from Your 401k: What You Need To Know 6:19

2M ago6:19

6:19

In this episode, we dive into the critical topic of borrowing from your 401k and why it could be a major setback for your financial future. Many business owners see 401k loans as a quick and convenient way to access cash, especially in tough times or for significant purchases. However, the hidden costs, double taxation, and missed investment opport…

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Ep #106: Maximizing Your 401k to Build Wealth and Offset Retirement Risk 8:20

2M ago8:20

8:20

In this episode, we dive into strategies to help business owners maximize their 401k to build wealth and reduce the need to rely solely on selling their business for retirement. Learn actionable tips on how to optimize your 401k, including when to start investing, how much to contribute, the best ways to invest your funds, and what to do with your …

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Ep #105: 5 Strategies To Thrive When The Market Is Soaring 8:06

2M ago8:06

8:06

Investing during market highs can be intimidating, but it’s also a great opportunity if you have the right strategies. I’ll guide you step-by-step on how to take advantage of soaring markets while keeping your investment goals on track. Resources: New Highs Happen In Clusters Chart Investing Before Market Crash Returns Chart ----- We help business …

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Ep #104: Never Retire: Redefining What's Next After Exiting Your Business 6:18

3M ago6:18

6:18

In this episode of Business Exit Success, we dive into the concept of redefining retirement for high-achieving entrepreneurs who have successfully exited their businesses. Rather than settling into a traditional retirement, we explore how to channel the same drive and energy that fueled your business success into new, fulfilling ventures. Whether i…

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Ep #103: Should I Retire Now? 5 Questions For Business Owners To Decide 6:53

3M ago6:53

6:53

In this episode, I address the crucial question many business owners face: "Should I Retire Now?" I walk you through five critical questions to help determine if it's the right time to step away from your business. From assessing your financial readiness and calculating retirement needs to understanding the tax implications and managing post-sale i…

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Ep #102: 6 Strategies to Thrive When the Market Crashes 5:45

3M ago5:45

5:45

In this episode, I share six key strategies to help you thrive when the market crashes. Drawing from my experience guiding clients through market downturns, I explain how to navigate financial turbulence and make the most of down markets. Whether you’re a business owner or an individual investor, this episode provides valuable insights on shifting …

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Ep #101: The Critical Number Everyone Gets Wrong When Selling Their Business 5:34

3M ago5:34

5:34

In this episode, I discuss the critical number every business owner gets wrong when selling their business: the net amount that goes into their pocket after the sale. I explain the various deductions that can significantly reduce the final proceeds from the sale price, including broker fees, outstanding debts, and taxes. Using a real-life example, …

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Ep #100: A Proven Investment Strategy for 99% of People 8:23

4M ago8:23

8:23

In this episode of Business Exit Success, we dive into a vital topic for anyone looking to secure their financial future: the importance of asset allocation. Learn why asset allocation is the most crucial investment decision you'll ever make, how to determine the right mix for your portfolio, and the strategies that work for 99% of people. Whether …

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Ep #099: Top 3 Investing Mistakes I Avoid To Make More Money 8:15

4M ago8:15

8:15

In this episode, I dive into the top three investment mistakes that can derail your financial future and how to avoid them. Learn why timing the market is nearly impossible, the dangers of selling in a down market, and the stress caused by checking your accounts too frequently. I share my personal experiences and practical tips to help you make sma…

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Ep #098: 6 Money Lessons I Wish I Knew Earlier For Lasting Wealth 13:28

4M ago13:28

13:28

In this episode, I share six essential money lessons that can transform your financial future. I discuss common financial mistakes and offer practical advice to help you avoid them. Whether you're just starting out or you're a seasoned business owner, these lessons will guide you towards making smarter financial decisions and building lasting wealt…

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Ep #097: Avoid These 9 Bad Money Habits to Build Wealth 8:37

4M ago8:37

8:37

In this episode, I dive into the importance of understanding and breaking free from bad money habits that can hold you back from financial success. Drawing on over 15 years of experience as a Certified Financial Planner, I share nine common money mistakes and practical tips on how to overcome them. From the pitfalls of paying yourself last to the d…

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Ep #096: Balancing ROI and ROL: Ensuring a Fulfilling Life After Business Exit 5:10

5M ago5:10

5:10

In this episode, I dive into investing in life beyond financial gains emphasizing the importance of Return on Life (ROL) versus Return on Investment (ROI), sharing personal experiences and practical strategies for business owners planning to exit within the next five years. Discover how to balance financial success with a fulfilling life, ensuring …

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Ep #095: Navigating CEO Transitions: Strategies for New CEOs and Exiting Founders with Matt Sharrers 38:26

5M ago38:26

38:26

In this episode, we delve into the world of leadership transitions with Matt Sharrers, an expert in CEO succession and advisor to private equity firms. Learn about the critical strategies for new CEOs, the importance of a shared exit plan among business partners, and how to navigate the emotional and practical challenges of stepping down. Whether y…

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Ep #094: Exit Planning For Business Partners: Why Business Partners Need to Plan for Exit and How to Get Started 6:29

5M ago6:29

6:29

In this episode, we tackle the crucial topic of exit planning for business partners. With more than half of privately held companies having multiple owners, the process of transitioning out of a business can be complex and challenging. Join us as we dive into why it's essential for business partners to have a shared exit plan and how to navigate th…

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Ep #093: 7 Essential Questions to Answer Before Exiting Your Business 6:38

5M ago6:38

6:38

In this episode, we dive into the crucial considerations every business owner must address before exiting their business. Join us as we explore 7 essential questions that will help you strategically plan your transition and achieve a successful exit. Whether you're looking to retire within the next five years or just starting to think about your fu…

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Ep #092: How to Sell Your Business Tax-Free with a Charitable Remainder Trust 8:06

5M ago8:06

8:06

In this episode, we dive into the benefits of using a Charitable Remainder Trust (CRT) to maximize the proceeds from selling your business. Learn how CRTs can help you avoid capital gains taxes, provide a large income tax deduction, and create a lasting charitable legacy. Discover the steps to set up a CRT, real-life examples, and key consideration…

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Ep #091: A Business Owner's Guide to Retirement and Exit Strategy Using Employee Stock Ownership Plans (ESOPs) with Kelly Finnell, J.D., CLU, AIF® 37:56

6M ago37:56

37:56

In this episode, we delve deep into Employee Stock Ownership Plans (ESOPs) with one of the nation's leading experts, Kelly Finnell. With over 40 years of experience, Kelly brings a wealth of knowledge and practical advice on how ESOPs can serve as a strategic tool for business owners looking to exit while ensuring a legacy of success and employee s…

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Ep #090: 10 Critical Areas Impacted By Your Business Exit 8:52

6M ago8:52

8:52

In this episode, we explore why establishing an exit strategy is not just wise but necessary for the wellbeing of both the business and the business owner. Despite the excitement of daily operations and growth, many small to mid-sized business owners overlook the necessity of exit planning. Without a solid plan, the impact of an exit can ripple out…

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Ep #089: Overcoming the Top 5 Barriers to a Successful Business Exit 11:51

6M ago11:51

11:51

In this episode, we explore the top five barriers that entrepreneurs face when exiting their businesses and provide actionable strategies to overcome them. Discover how to address the lack of clarity on core problems, understand the financial implications, manage non-financial risks, and ensure leadership continuity. We also delve into the emotiona…

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Ep #088: Mastering the Deal of a Business Exit: Insights from M&A Attorney Alex Prasad 45:37

6M ago45:37

45:37

In this episode, I interview Alex Prasad, a seasoned M&A attorney and entrepreneur and we dive into the crucial aspects of business exits and M&A law, exploring the profound impact of building relationships in successful business transactions. Discover practical strategies for business owners to navigate the complexities of selling a business, unde…

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Ep #087: 7 Tax-Saving Strategies for Business Owners Selling Their Company 11:09

7M ago11:09

11:09

In this episode, learn about seven critical strategies to eliminate, reduce, or defer taxes when selling your business. We'll explore various tax-efficient methods, from leveraging real estate and Qualified Small Business Stock to structuring installment sales and investing in Qualified Opportunity Zones. Whether you're considering selling now or i…

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Ep #086: Safeguarding Your Wealth: The Role of Prenups for Business Owners 8:27

7M ago8:27

8:27

Discover how a prenuptial agreement can safeguard your assets and ensure a smooth process in the event of unforeseen circumstances. I discuss why prenups are crucial for business owners, outline the potential risks, and provide a step-by-step timeline for implementing a pre-marital agreement. Resources: Timeline of Getting a Prenup Before Marriage …

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Ep #085: 10 Key Strategies to Increase Your Business Value Before Exiting 6:48

7M ago6:48

6:48

In this episode, we dive into effective strategies for business owners looking to maximize the value of their businesses in preparation for a successful exit. Discover 10 essential tactics, from reducing owner-dependence and creating Standard Operating Procedures (SOPs) to fostering recurring revenue and diversifying suppliers. Whether you're conte…

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Ep #084: How Asset Protection Can Save Your Business: Essential Strategies 6:37

7M ago6:37

6:37

Uncover essential asset protection strategies to safeguard your personal and business assets. Learn about choosing the right business entity, banking best practices, insurance, intellectual property protection, succession planning, and Tenancy by the Entirety. Protect your legacy and ensure your business thrives. ----- We help business owners: → Un…

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Ep #083: Early Exit Planning: Why It's Crucial for Business Owners Without an Immediate Plan to Transition 5:42

8M ago5:42

5:42

Regardless of whether you're in the growth cycle of your business with no plans to leave your business anytime soon, preparing for an eventual transition will be essential. We explore the hard truths about the importance of being proactive rather than reactive in planning for the future, ensuring that your business, team, and family are well-prepar…

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Ep #082: Planning With the End in Mind: How I Explain It To Business Owners 4:28

8M ago4:28

4:28

In this episode I explain the critical concept of planning with the end in mind, especially tailored for successful business owners contemplating succession, selling their business, or transitioning into retirement. By using a mountain climbing analogy, we explore the dual objectives of reaching the summit (accumulation phase) and safely descending…

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Ep #081: 4 Essential Questions Every Entrepreneur Must Ask Before Selling Their Business 5:05

8M ago5:05

5:05

In this episode, we dig into four essential questions every entrepreneur must ask themselves before business succession planning and selling their business. We address common reasons business owners delay exit planning and succession planning ranging from being too overwhelmed in the daily operations or just simply not knowing where to start. Liste…

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Ep #080: Scaling and Exiting a Family-Owned Business for 8-Figures with Ivan and Mariana Polic 1:01:14

8M ago1:01:14

1:01:14

In this inspiring episode, we dive deep into the remarkable journey of Ivan and Mariana who navigated the complex path from burnout to achieving an 8-figure business exit. With firsthand insights into the challenges of working within a family business, building a robust succession plan with their father, and the strategic maneuvers that led to trip…

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Ep #079: Five Key Strategies to Improve Your Financial Health 5:54

8M ago5:54

5:54

In this episode, I discuss five key financial strategies for entrepreneurs, focusing on building personal and business emergency funds, effective debt repayment, and smart investing both inside and outside of the business. I offer practical advice for managing financial risks, enhancing cash flow, and achieving financial independence. Meant for bus…

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Ep #078: When Should Retiring Owners Sell Their Business? 6:53

9M ago6:53

6:53

In this episode of the podcast, we dive into critical questions that many retiring business owners face: "When is the right time to sell my business?" "Will selling my business fund retirement?" "What to consider before you sell your business and retire." This discussion is aimed at entrepreneurs and business owners contemplating retirement, seekin…

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Ep #077: Maximizing Philanthropy and Taxes: A Strategic Guide to Donor Advised Funds 5:31

9M ago5:31

5:31

Discover the power of a Donor Advised Fund (DAF) in this episode. We dive into the strategic benefits of using DAFs for impactful donations and significant tax reductions. Learn how business owners and high-earners can leverage DAFs to optimize tax benefits during peak earning years, understand the process of donating appreciated assets like stocks…

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Ep #076: Exit Planning Strategies to Avoid Regret After a Business Sale 7:35

9M ago7:35

7:35

In this podcast episode, I discuss the critical aspects of exit planning, financial planning, and life after business for entrepreneurs and business owners. It outlines a comprehensive approach on how to make a regretless choice when considering a business sale, emphasizing the importance of financial readiness, business valuation, and personal ful…

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Ep #075: Mastering Your Exit: Key Strategies for Business Owners Ready To Sell 5:28

9M ago5:28

5:28

Exploring the critical signs of readiness for a business exit, this episode delves into the emotional, financial, and operational preparedness needed for a successful transition. From addressing the challenges of burnout and economic downturns to the importance of early planning and the role of advisors, we provide invaluable insights for business …

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Ep #074: What Should I Do With The Cash In My Business Account? 3:37

10M ago3:37

3:37

In this episode I discuss effective cash management in businesses with our latest podcast episode, "What Should I Do With The Cash In My Business Account?" We explore strategies for emergency fund maintenance, smart investment choices, and optimizing financial growth. Ideal for entrepreneurs and business owners, this episode will discuss actionable…

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Ep #073: What Are The Tax Implications When Selling a Business? 4:55

10M ago4:55

4:55

Are you a business owner planning to sell your business and retire? One critical aspect to understand is the tax implications of such a sale. This episode, "What are the tax implications when selling a business?" dives deep into the essential tax considerations every business owner must evaluate. Learn about the basics of federal and state capital …

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Ep #072: How Should I Invest My Business Profit? (Real-Life Case Study and Tips for Business Owners) 6:09

10M ago6:09

6:09

In this insightful episode of our podcast, titled "How Should I Invest My Business Profit? (Real-Life Case Study and Tips for Business Owners)," we delve into the crucial topic of profit reinvestment and financial planning for business owners. Join us as we navigate the complexities of business profit investment through a real-life case study that …

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Ep #071: Beyond Your Exit: Planning for Life After Succession 5:24

10M ago5:24

5:24

Are you a business owner thinking about succession and retirement? Discover essential insights in 'Beyond Your Exit: Planning for Life After Succession.' This episode dives into three key areas of strategic planning that are critical for securing your legacy and thriving after you step down from your business. Understanding Your Current Financial S…

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Ep #070: Why Your Business Needs a Strong Continuity Plan 4:51

11M ago4:51

4:51

In today’s episode, we delve into the crucial topic of Business Continuity Planning, a strategic blueprint every business owner must consider. A Business Continuity Plan is essentially a comprehensive document designed to guide businesses through emergency situations, such as the death or incapacitation of an owner, ensuring the company’s operation…

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Ep #069: The Top 3 Exit Planning Mistakes and How to Avoid Them 6:46

11M ago6:46

6:46

In this episode, I discuss the top three exit planning mistakes business owners make when trying to leave and retire from the business. These include: Not knowing the true value of the business Waiting too late to plan until being forced to sell Being too personally attached and involved in the business I'll discuss each of these in more depth and …

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Ep #068: Disability Insurance for the Self-Employed: What You Need to Know 7:24

11M ago7:24

7:24

When you own your own business, everything depends on you – and it can be hard to take off even one day from work. But what if a serious illness or injury prevented you from working and you had no income for months? How would you, your family, or your business survive and what would you live on? In this episode I discuss: How disability insurance w…

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Ep #067: Understanding How Life Insurance Works: Term Vs Whole Life 10:12

11M ago10:12

10:12

Financial planning can be boiled down to offensive and defensive strategies. Offensive planning focuses on proactive wealth growth, such as 401k contributions, emergency funds, and reinvesting profits. In contrast, our primary focus, defensive planning, involves safeguarding your wealth, family, and business against unforeseen circumstances through…

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Ep #066: Avoid This Year-End Business Tax Planning Mistake! 3:05

12M ago3:05

3:05

In this crucial episode, we dive into a common yet often overlooked year-end tax planning mistake made by business owners: depleting cash reserves to purchase equipment, vehicles, or inventory with the intent to reduce taxable income. While minimizing taxes is a strategy we all can agree on, the risks associated with tapping into cash reserves for …

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Ep #065: Marketing Your Home Service Business with Serial Entrepreneur Marcia Barnes 29:21

12M ago29:21

29:21

In this episode, I interview Marcia Barnes, a serial entrepreneur who grew a company from $2 million to over $400 million in revenue. She is now the Founder and CEO of Valve+Meter Performance Marketing transforming home service businesses through profitable marketing programs. Her goal at Valve+Meter is to 10x the value of 100 businesses by helping…

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Ep #064: The Triple Tax-Free Benefits of the HSA (Health Savings Account) 6:24

12M ago6:24

6:24

In this timely episode, as we approach the end of the year and step into open enrollment season, we unpack the advantages of Health Savings Accounts (HSAs) for both business owners and employees. HSAs offer triple tax-free benefits, including pre-tax contributions, tax-free growth, and tax-free distributions for qualified medical expenses, making t…

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Ep #063: Exit Options: How to Decide Which One Is Best For Me? 4:46

1y ago4:46

4:46

In this insightful episode 63 of our podcast series, we delve into the nuanced process of planning a business exit, building upon the foundation laid in episode 62 where we explored seven common exit strategies for small business owners. This episode introduces the "Exit Matrix," a valuable tool designed to help entrepreneurs visually compare and c…

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Ep #062: 7 Ways to Exit a Business 6:18

1y ago6:18

6:18

In this comprehensive episode of our podcast, we explore the diverse landscape of business exit strategies, offering invaluable insights for business owners contemplating their next steps. Titled "Exploring Business Exit Strategies: Aligning Your Exit with Your Goals," this episode delves into the seven most common ways to exit a business, plus an …

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Ep #061: 5 Strategies To Improve the Culture in Your HVAC Business 4:21

1y ago4:21

4:21

In this episode, I highlight a section from episode #60 when I interviewed John Shirk, a business consultant for HVAC contractors. Listen in as I discuss 5 tactical strategies to improve the culture in your HVAC business and more! ----- We help business owners: → Understand the complexity of navigating a business transition → Assess their level of …

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ポッドキャスト Strategicexit

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