Accounting High

144 Planning Your Exit (feat. Sharrin Fuller, CEO)


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Episode 144

FACULTY: Sharrin Fuller

CLASS: #CoolKids

TITLE: Planning Your Exit 

In this episode, Scott interviews Sharrin Fuller, CEO of Glass Wallet Ventures and Managing Partner at Blueprint Financial Service and Fit CFO. They delve into various topics related to entrance and exit strategies, as well as Sharrin's experiences in the tech startup and venture-backed startup world. Here's a summary of the episode:

  • Sharrin discusses her decision to exit the industry and her journey into tech startups and venture-backed startups.

  • Sharrin explains the factors that influenced her decision to exit and how she determined the right time to leave.

  • Sharrin and Scott explore the importance of evaluating financial numbers and setting exit goals.

  • The conversation touches on the challenges of hiring and the impact of personal choices, such as having children, on career decisions.

  • Sharrin reflects on the opportunity to sell a business and provides advice she wishes she had taken during that process.

  • The emotional aspects and traps involved in selling a business are discussed, along with the ultimate satisfaction of the decision.

  • They talk about what happened when Sharrin realized she wasn't ready for retirement after the sale and her transition into a new firm.

  • The structure of the companies Sharrin is involved in is discussed

  • They touch on the makeup of Sharrin's clientele and the importance of building trust with clients.

  • Sharrin and Scott discuss the importance of separating personal and business aspects.

  • Scott considers the question of whether he should exit and sell his own business.

  • They briefly discuss Scott's most recent raps and their musical tastes.

  • Sharrin offers parting advice for Scott

  • Shout Outs:

    Fit CFO, Blueprint Financial Services, Simple Office Solutions, Sean Duncan, Niks Mackenzie, Mastermind, Anchor, Glass Wallet

    ...more
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