Many business owners, particularly founders, have a strong emotional attachment to their companies, which can make it difficult to consider selling. Preparing for a business exit requires both financial planning and personal readiness. It's important to speak with a financial advisor to ensure the sale will provide enough money to replace the owner's income, and to plan what the owner will do after the sale, since many owners experience burnout from doing tasks they do not enjoy.

Owner dependency is a significant issue, and delegating tasks is essential to address it. This often involves a shift in mindset for the owner. Other common mistakes owners make include:

A key factor in a successful exit is business growth, as growth can make a business more appealing to buyers. It also can hide operational problems. Ultimately, many owners prioritize ensuring their employees are taken care of and want to see their company’s legacy continue.

John Martinka has almost 30 years of experience in the buy-sell/mergers and acquisitions world. He is the author of the book, "Exit with Style, Grace and More Money," and also wrote a previous book entitled, "If They Can Sell Pet Rocks, Why Can't You Sell Your Business For What You Want?". He is the founder of Nokomis Advisory Services. He advises business owners on how to prepare their businesses for sale, focusing on both the mindset of the owner and the practical steps of the sales process. Martinka emphasizes the importance of proper financial systems, delegation, and growth in maximizing the value of a business.

John Martinka LinkedIn: https://www.linkedin.com/in/johnmartinka/

Nokomis Advisory Services: https://nokomisadvisory.com/

If you are a serious investor, consider joining the Angel Investors Network to connect with fellow investors and have access to exclusive investment opportunities. Visit https://angelinvestorsnetwork.com/membership/ to learn more about the benefits of membership.

#BusinessExit #MergersAndAcquisitions #OwnerDependency #BusinessGrowth #FinancialPlanning #BusinessLegacy #Delegation #Burnout #EmployeeRetention #ExitStrategy

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In this episode of Angels, Exits, & Acquisitions, host Jeff Barnes sits down with Brian Fitzpatrick, CEO of Qredible and a seasoned entrepreneur with a track record of building and exiting multiple companies. As the driving force behind Qredible—a cutting-edge platform revolutionizing compliance in the CBD, hemp, cannabis, and dietary supplements industries—Brian shares his vision for enhancing safety, transparency, and quality through automation and blockchain technology. Learn more about Brian and his work at https://qredible.com/brian-fitzpatrick/ and connect with him on LinkedIn at https://www.linkedin.com/in/briankfitzpatrick/.

Throughout the conversation, Brian opens up about:

• The transformative impact of early sales training on his entrepreneurial success.

• The challenges of raising capital while running a business and how he tackles both effectively.

• The critical role of building strong teams and cultivating a winning company culture.

• Insights into scaling startups and navigating successful exits.

Whether you’re an investor, founder, or executive, this episode offers invaluable lessons on leadership, growth, and innovation in high-stakes industries.

Join the Angel Investors Network! Unlock exclusive access to high-quality investment opportunities, invaluable networking with like-minded investors, and resources to accelerate your financial success. Elevate your investing game by becoming a member today. Learn more at: https://angelinvestorsnetwork.com/membership/

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• YouTube: https://www.youtube.com/@AngelInvestorsNetwork

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• Twitter: https://twitter.com/AngelInvestNtwk

• TikTok: https://www.tiktok.com/@angelinvestorsnetwork

• LinkedIn: https://www.linkedin.com/company/angelinvestornetwork/

• Jeff Barnes LinkedIn: https://www.linkedin.com/in/jeffpbarnes/

#Entrepreneurship #StartupSuccess #AngelInvesting #ScalingBusinesses #CBDIndustry #BlockchainTechnology #BrianFitzpatrick #AngelInvestorsNetwork #VentureCapital #BusinessLeadership #TeamBuilding #CapitalRaising #ExitStrategies #BusinessPodcast #HighNetWorthInvestors

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Navigating the financial landscape after achieving significant financial success can be daunting, especially for entrepreneurs accustomed to high-growth, illiquid investments. While venturing into uncharted territory can be exhilarating, it's crucial to create a robust financial plan that safeguards your lifestyle while enabling continued wealth creation.

This involves understanding the intricacies of asset allocation, liquidity management, and strategic portfolio diversification. Essential considerations include aligning investments with your long-term goals, assessing the risks and rewards associated with illiquid assets, and implementing tax optimization strategies to maximize your financial outcomes.

Hart Williams, founding partner of Cloud Capital, joins Angels, Exists, and Acquisitions to offer insights on wealth management strategies tailored for entrepreneurs and high-net-worth individuals. Cloud Capital is a registered investment advisory firm that specializes in providing customized financial solutions to a diverse clientele across the United States. Hart brings his expertise in wealth management, alternative investments, and transactional tax planning to the discussion.

Ready to unlock exclusive investment opportunities and connect with a network of like-minded investors? Join Angel Investors Network today!

Explore more from Angel Investors Network:

Discover promising startups seeking funding: https://invest.angelinvestorsnetwork.com/marketplace

Connect with investors and industry experts at our events: https://angelinvestorsnetwork.com/events

Test your capital-raising knowledge: https://angelinvestor.scoreapp.com

Take the Angel Investing Quiz: https://angelinvestors.scoreapp.com

Connect with Angel Investors Network on social media:

YouTube: https://www.youtube.com/@angelinvestorsnetwork

Facebook: https://www.facebook.com/AngelInvestorsNetwork/

Instagram: https://www.instagram.com/angel_investors_network/

Twitter: https://twitter.com/AngelInvestNtwk

TikTok: https://www.tiktok.com/@angelinvestorsnetwork

LinkedIn: https://www.linkedin.com/company/angelinvestornetwork/

Jeff Barnes LinkedIn: https://www.linkedin.com/in/jeffpbarnes/

#AngelInvesting #VentureCapital #WealthManagement #FinancialPlanning #StartupInvesting #Entrepreneurship #BusinessExit #TaxStrategies #PortfolioDiversification #IlliquidAssets #AlternativeInvestments #SuccessionPlanning #FinancialAdvisor #HighNetWorth #CloudCapitalAdvisors

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Many business owners believe equity is the only incentive to attract and retain key executives. However, alternative compensation strategies can be more beneficial for both the company and its employees, particularly in the context of business transitions and potential exits. By focusing on profitability metrics and structuring long-term incentive plans, business owners can align employee goals with their own and protect their ownership and control.

Christopher Rhyme, a business transition expert with The Business Transition Group, helps business owners understand the nuances of executive compensation. Drawing on his background in law, investment banking, and wealth management, Chris specializes in designing non-qualified deferred compensation plans that provide executives with the financial benefits of ownership without the burdens.

Connect with Chris:

Website: https://thebusinesstransitiongroup.com

LinkedIn: https://www.linkedin.com/in/chris-rhyme/

Join Angel Investors Network today and unlock exclusive investment opportunities! Become part of a prestigious club of successful investors and enjoy unparalleled privacy and exclusivity. As a member, you'll receive top-tier investment opportunities while connecting with like-minded investors. Don’t wait any longer—experience the best alternative investing with Angel Investors Network. https://angelinvestorsnetwork.com/membership/ 

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Connect with us online!

#ExecutiveCompensation #BusinessTransitions #Equity #AngelInvesting #StartupGrowth #BusinessStrategy #FinancialPlanning #SuccessionPlanning #Entrepreneurship #Investments #VentureCapital #PrivateEquity #MergersAndAcquisitions #BusinessGrowth #Leadership

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New climate focused ventures are changing the sustainable investment landscape and the future of energy, material science and environmental conservation. Clean tech is enabling renewable alternatives to dirty processes, like turning carbon emissions into fuels and materials. As the world gets more urgent on climate issues these technologies offer growth opportunities and solutions to emissions and waste reduction. Investors can scale these solutions for returns and global sustainability.

About Eric Rubenstein

Eric Rubenstein is the founder of New Climate Ventures and has over 20 years experience in commodities trading and sustainable investments, focused on clean tech solutions. Through New Climate Ventures Eric is working to find and fund ventures that offer leading edge solutions for carbon reduction, sustainable energy and waste to fuel innovations.

Learn more about Eric’s work at New Climate Ventures:

Website: https://newclimateventures.com

LinkedIn: https://www.linkedin.com/in/eric--rubenstein/ 

More from Angel Investors Network

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#InvestmentOpportunities #SustainableInvestment #CleanTechnology #ClimateChangeSolutions #WasteToFuel #EnvironmentalImpact #AngelInvesting #CarbonReduction #InnovativeInvestments #VentureCapital #FutureOfEnergy #ImpactInvesting #GreenEnergy #CarbonCapture #MaterialScience

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Building a business requires not only resilience but also connecting with the right people. Entrepreneurship success is all about strategic networking, building relationships through trusted platforms and leveraging referrals to open doors and build credibility. Having a network of industry contacts, mentors and potential investors can be a game changer especially when navigating the ups and downs of startup life. Keeping that focus on connections lays the foundation for an exit, guides founders to growth and acquisition.

Jeffrey Wald is a founder who has built and sold companies like WorkMarket which was acquired by ADP. Now an angel investor he shares his experiences on using a network to access resources and support and his thoughts on resilience and strategic thinking for long term success. This is for entrepreneurs and investors who want to use networking for growth and exits.

Ready to connect with a network of investors? Join Angel Investors Network for access to deals and to support high growth startups: https://angelinvestorsnetwork.com/membership/

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#AngelInvesting #RaisingCapital #InvestmentOpportunities #WealthBuilding #PrivateMarkets #HighNetWorthInvesting #VentureCapital #StartupGrowth #BusinessSyndication #Entrepreneurship

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Private market investing requires understanding industry dynamics, value driven acquisitions and scaling for competitive markets. Effective financial strategy, visionary leadership and operational excellence align to deliver high growth investment across established and emerging industries. Key areas like evaluating intrinsic business value, balancing growth with experience and crafting long term strategies benefit investors and companies alike, especially in areas like automotive and business services.

About the Guest

Mike Allen, Managing Director of Cambria Private Capital, has over 20 years of experience in small cap investing, IPOs and venture capital advisory. He has held senior roles at UBS Global Asset Management and founded the research team at Zeus Capital. At Cambria Private Capital he specializes in buy and build strategies, scalable investments and long term market resilience, supporting automotive technology ventures with capital and expertise to grow from startup to Series A and beyond.

Learn more about Mike Allen’s work at Cambria Private Capital:

LinkedIn: https://www.linkedin.com/in/mike-allen218/

Cambria Private Capital: https://www.cambriaprivatecapital.com

Timestamps:

[1:40] Mike's Career Journey

[4:52] Founding Wales Private Holdings

[7:42] Cambria Auto Group's Success

[9:34] Focusing on Basic Social Services

[11:54] The Value of 'Rescue and Build'

[14:36] Key Factors for M&A and IPO Success

[18:00] Building Strong Teams in Challenging Times

[21:32] The Future of Cambria Group

[27:08] Investment Focus and Geographic Strategy



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Ready to join a community of savvy investors and unlock exclusive opportunities? Connect with Angel Investors Network to gain access to high-growth ventures, startup insights, and the resources you need to succeed.

Link: https://angelinvestorsnetwork.com/membership/

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Connect with Angel Investors Network

#PrivateMarketInvestments #HighGrowthInvestment #InvestmentOpportunities #AngelInvesting #BuyAndBuild #CambriaPrivateCapital #ScalingStrategies #AutomotiveInvestments #EarlyStageInvestment #AngelInvestingForBeginners #WealthBuildingProgram #CapitalRaising

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Acquiring existing businesses offers a fast path to growth and wealth-building, especially for entrepreneurs seeking to bypass the uncertainty of startups. With the right approach, acquisitions can provide instant access to revenue streams, proven processes, and established customer bases, making it easier to scale a business. 

Richard Parker, a seasoned expert with over 30 years in buying and selling businesses, shares insights on entrepreneurship through acquisition, highlighting the advantages of acquiring profitable businesses, leveraging seller financing, and the importance of operational experience. Whether you’re in the process of scaling a small business or looking for high-growth investment opportunities, acquisitions offer a strategic way to expand without starting from scratch.

Meet Richard Parker

Richard Parker is the CEO of Diomo Corporation and the founder of The Business Buyer Resource Center. With extensive experience in buying 14 of his own businesses, Richard has become a leading advisor and author on the topic of business acquisitions. He has been featured in Forbes, The New York Times, and Entrepreneur Magazine and offers practical tools and resources for those interested in buying businesses. Learn more at https://richardparker.com and connect with him on LinkedIn: https://www.linkedin.com/in/richardparkerdiomo/

Timestamps:

[2:39] Illustrious Career in M&A

[3:40] The "Aha!" Moment: Acquisitions Over Startups

[10:59] Entrepreneurship Through Acquisition (ETA)

[19:58] The Owner-Operator vs. Owner-Investor

[24:40] Richard's 12-Year-Old Business Story

[27:37] Mitigating Risks in Acquisitions

[31:38] Shifting From a Small Business to an Entrepreneurial Mindset

[34:33] Key Takeaways for Business Owners Considering Acquisitions



Join Angel Investors Network Ready to unlock exclusive investment opportunities and join a community of successful investors? Join Angel Investors Network today and gain access to cutting-edge startups, high-growth ventures, and expert resources to help you succeed: https://angelinvestorsnetwork.com/membership/

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#PrivateMarketInvestments #WealthBuildingProgram #BusinessSyndication #RaisingCapitalForBusiness #InvestmentOpportunities #AngelInvesting #EntrepreneurshipCoaching #SmallBusinessGrowth #HighNetWorthInvesting #ScalingThroughAcquisition #BusinessAcquisition #BusinessGrowth

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Standing out to venture capital or angel investors requires more than just a good idea. Success hinges on assembling a strong, complementary team, developing a clear strategy, and creating a well-executed business plan. Investors are not only looking for innovation; they seek businesses with demonstrated leadership, cohesion, and a willingness to adapt. The conversation highlights the importance of aligning your team’s skills with the market's needs, refining your pitch, and fostering transparent communication to attract potential investors. Entrepreneurs who understand their cost structures, prioritize rapid feedback, and can effectively manage cash flow are better positioned to secure investment.

Meet Jonathan Rose

Jonathan Rose is the founder and CEO of License Corporation, a leading company that simplifies business and government licensing through automation and AI-driven tools. With a background in technology investment, finance, and regulatory compliance, Jonathan has helped numerous businesses untangle the complexities of licensing to ensure they meet all legal requirements. Through his innovative solutions, businesses can stay compliant while concentrating on their core operations.

Timestamps:

2:10 - Entrepreneurial Beginnings

3:29 - Early Exit and Continued Success

6:23 - Finding Your Passion

8:32 - Identifying and Solving Problems

11:02 - Visionaries vs. Problem Solvers

14:14 - The Power of Process Flow

19:07 - Founders vs. CEOs

21:23 - Momentum Over Perfection

23:32 - Key Criteria for Investment

28:46 - Choosing the Right Investor

31:13 - Bootstrapping vs. Venture Capital

37:34 - Connect With Jonathan Rose



Join Angel Investors Network

Join Angel Investors Network today and unlock exclusive investment opportunities! Become part of a prestigious club of successful investors and enjoy unparalleled privacy, exclusivity, and personalized attention. As a member, you'll receive top-tier investment opportunities while connecting with like-minded investors. Don’t wait any longer—experience the best alternative investing with Angel Investors Network.

Link: https://angelinvestorsnetwork.com/membership/

Discover More from Angel Investors Network

• Explore Investment Opportunities: Discover innovative startups and tailored investment opportunities on the Angel Investors Network Marketplace. Connect with ventures that align with your investment strategy:

Link: https://invest.angelinvestorsnetwork.com/marketplace

• Attend Events: Attend our upcoming seminars focused on business growth, raising capital, and more. Learn directly from industry experts:

Link: https://angelinvestorsnetwork.com/events

• Take the Capital Raising Quiz: Are you ready to raise capital for your business? Take this free quiz to find out:

Link: https://angelinvestor.scoreapp.com

• Try the Angel Investing Quiz: Unsure if angel investing is right for you? Take this quick quiz and see where you stand:

Link: https://angelinvestors.scoreapp.com

Connect with Angel Investors Network

• YouTube: https://www.youtube.com/@angelinvestorsnetwork

• Facebook: https://www.facebook.com/AngelInvestorsNetwork/

• Instagram: https://www.instagram.com/angel_investors_network/

• Twitter: https://twitter.com/AngelInvestNtwk

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• LinkedIn: https://www.linkedin.com/company/angelinvestornetwork/

• LinkedIn (CEO Jeff Barnes): https://www.linkedin.com/in/jeffpbarnes/

#AngelInvesting #WealthBuildingProgram #BusinessSyndication #InvestmentOpportunities #PrivateMarketInvestments #HighNetWorthInvesting #RaisingCapitalForBusiness #VentureCapitalInsights #TechnologyInvestment #RegulatoryCompliance #BusinessLicensing

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High-growth investment opportunities often arise from innovative strategies tailored to private markets. Investors interested in sectors such as technology investment, healthcare investment, and sustainable investment can benefit from expert insights on raising capital for business and understanding venture capital landscapes. 

Gregory Shepard, a veteran entrepreneur and author, shares his journey of building and scaling businesses, offering practical advice for those looking to succeed in the startup world. From overcoming personal challenges to leveraging the right strategies, Gregory’s approach focuses on long-term wealth-building and how to navigate the complexities of private market investments.

Meet Gregory Shepard

Gregory Shepard is the founder of BOSS Capital Partners and founder and CEO of Startup Science. With 12 successful business exits, multiple private equity awards, and extensive experience in scaling businesses, Gregory empowers founders with tools for achieving sustainable growth. Learn more about his methodology and insights at https://gregoryshepard.com/ and explore Startup Science at https://startupscience.io/. Connect with Gregory on LinkedIn: https://www.linkedin.com/in/gregshepard/

Timestamps:

0:32 – Gregory Shepard's Background: Entrepreneurial Journey

2:18 – Challenges of the Startup World: Mindset, Grit, and Determination

3:57 – Raising Capital: The Hardest Part of Startups

9:04 – Taking on Bigger Projects: Growing with Confidence

12:16 – Overcoming Challenges: Setting High Personal Goals

15:56 – The Entrepreneurial Mindset: Handling Failure and Discomfort

18:10 – Building Resilience: Pushing Boundaries for Growth

25:02 – Raising Capital: Facing Rejection and Moving Forward

28:01 – The Role of Struggle in Entrepreneurship: Importance of Resilience

32:10 – Bad Advice from Mentors, Investors, and Founders: How to Filter

36:40 – Listening to Yourself: The Key to Navigating Advice

40:44 – Market Feedback vs. Opinions: How to Qualify Criticism

42:19 – How to Access Gregory’s Book and Startup Science Platform

Join Angel Investors Network

Ready to unlock exclusive investment opportunities and join a community of successful investors? Join Angel Investors Network today and gain access to cutting-edge startups, high-growth ventures, and expert resources to help you succeed:

https://angelinvestorsnetwork.com/membership/

Connect with Angel Investors Network

• YouTube: https://www.youtube.com/@angelinvestorsnetwork

• Facebook: https://www.facebook.com/AngelInvestorsNetwork/

• Instagram: https://www.instagram.com/angel_investors_network/

• Twitter: https://twitter.com/AngelInvestNtwk

• TikTok: https://www.tiktok.com/@angelinvestorsnetwork

• LinkedIn: https://www.linkedin.com/company/angelinvestornetwork/

• Jeff Barnes LinkedIn: https://www.linkedin.com/in/jeffpbarnes/

#AngelInvesting #WealthBuilding #InvestmentOpportunities #PrivateMarketInvestments #HighGrowthInvestment #VentureCapitalInsights #RaisingCapital #Entrepreneurship #TechnologyInvestment #HealthcareInvestment #SustainableInvestment #BusinessSyndication #HighNetWorthInvesting #EarlyStageInvestment #VentureCapitalForEntrepreneurs #InvestingInStartups #BusinessGrowth #AlternativeInvesting

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