Too many business owners wake up the day after selling their company with one regret: 'I could have gotten more.' The difference between an average exit and a life-changing one comes down to strategy—and today, we’re diving deep on how to get it right.

I’m sitting down with Chad Morissette, an M&A expert who has advised on hundreds of business sales and helped founders maximize their exits. Unlike many advisors, Chad and his entire team have personally built and sold their own companies—meaning they actually understand what it takes to position a business for an optimal sale.

In this conversation, Chad breaks down the most common mistakes sellers make, the factors that determine a company’s true value, and how to ensure you’re not leaving money on the table when it’s time to exit.

Whether you’re years away from selling or already fielding offers, this episode will help you secure the best deal possible.

In this episode, you’ll learn:

✅ The #1 reason most founders regret their exit—and how to avoid it.

✅ Why your company is probably worth less than you think—and how to change that.

✅ The key factors buyers look for when valuing a business (it’s not just revenue).

✅ Why working with an M&A advisor can mean millions more in your pocket.

Show Notes: LifestyleInvestor.com/228

Tax Strategy Masterclass

If you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/tax

Strategy Session 

For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultation

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