Scott Bushkie has facilitated over $2 billion in business sales—and he's seen it all. From founders accepting lowball offers to sellers leaving millions on the table because they didn't prepare, Scott breaks down exactly what it takes to maximize your exit.

In this episode, we cover:

✅ Why most business owners are worth 30-40% LESS than they think

✅ The "$500K mistake" that could have been avoided with simple tax planning

✅ How to turn an unsolicited $31M offer into a $51.3M sale using POMO™ (Power of Multiple Options)

✅ The 3-legged stool framework: Real Market Value → Net Number → Lifestyle Number

✅ Why knowing your business value means nothing if you don't know what you'll NET

✅ The biggest red flags that kill business valuations (customer concentration, owner dependency, etc.)

✅ How AI is transforming M&A and what sellers need to know NOW

Scott's no-BS approach to exit strategy will change how you think about building and selling your business. Whether you're planning to exit in 2 years or 20 years, this conversation is packed with actionable insights that could literally save (or make) you millions.

About Scott Bushkie:

Scott is the Founder & Managing Partner of Cornerstone Business Services, one of the most respected M&A advisory firms in the lower middle market. With 27+ years of experience and hundreds of successful exits under his belt, Scott has built a national network of 70,000 financial advisors, 300+ business coaches, and 75 CPA firms—all focused on helping entrepreneurs exit right.

He's the creator of the proprietary Assurance 360™ process that creates competitive bidding environments and the POMO™ framework that ensures sellers never leave money on the table.

📧 Connect with Scott:

→ Email: [email protected]

→ Phone: 920-436-9890 (Office) | 920-265-6160 (Cell)

→ Website: cornerstone-business.com

→ Speaking: scottbushkie.com

Key Takeaways:

💰 The average business owner leaves $2-3 MILLION on the table by accepting the first offer

📊 You'll only NET 60-65% of your business valuation after taxes, fees, and adjustments

🎯 Get a Real Market Analysis every 2-3 years—even if you're not ready to sell

⚠️ Unsolicited offers are designed to flatter you into selling for less

🔥 POMO (Power of Multiple Options) is the key to maximizing your exit

Subscribe for more episodes on building, scaling, and exiting businesses the right way.

👍 Like this video if you're serious about maximizing your business exit

💬 Comment below: What's YOUR biggest question about selling your business?

#BusinessExit #MergersAndAcquisitions #Entrepreneurship #BusinessStrategy #ExitStrategy #ScottBushkie #VincePerri #BeyondTheClaim

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TAGS:

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In this episode, I sit down with David Gritz, Co-Founder of InsureTech New York, to break down what it really takes to build, scale, and commercialize an insurance startup.

David works at the intersection of technology, venture capital, and insurance, helping founders go from idea → first policy → real distribution. We dive deep into how modern insurance companies are built, why most fail, and where the industry is heading next.

We cover:

Why distribution is the single most important factor for scaling an insurance startup

How InsurTech founders actually launch new insurance products (step-by-step)

The role of reinsurance, fronting carriers, and balance sheets

Why traditional insurers struggle with innovation

How AI is already being used in claims (and where humans are still required)

Straight-through processing vs complex, long-tail claims

Nuclear verdicts, claims severity prediction, and risk modeling

Why many insurance companies fail after major catastrophe events

What insurers are going “all-in” on for 2026 and beyond

If you’re an:

Insurance professional

Founder or startup operator

Investor or advisor

Business owner interested in exits, scale, or regulated industries

This conversation gives you a behind-the-scenes look at how the insurance industry actually works — beyond the headlines.

📅 InsureTech Spring Conference: March 30–31

🎙 Guest: David Gritz, Co-Founder – InsureTech New York

🎧 Host: Vince Perry – Exit Advisor & Business Broker

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In this episode, Vince sits down with YouTube strategist Tony Guerrieri to break down how YouTube actually works in 2026—and why most creators and business owners grow the wrong way.

Tony reveals the truth about going viral, building the right audience, and turning long-form videos into real revenue. From interest-based media to the MrBeast analytics framework, this episode is packed with actionable insights for anyone who wants to grow on YouTube with intention instead of luck.

If you want to grow your YouTube channel, attract the right audience, and turn long-form content into a real business engine, this is the episode to watch.

00:00 — Why Tony became the strategist behind YouTube channels that actually scale.

00:41 — How starting as “Tony Bakes” taught him the fundamentals of content demand.

03:08 — The biggest misconception: views don’t equal cash without strategy.

04:05 — Why YouTube is the only platform worth mastering long-term.

07:07 — The real reason YouTube growth is harder—and why that’s your advantage.

08:04 — Consistency isn’t enough; growth comes from improving every video.

08:55 — The MrBeast method: studying analytics to engineer breakout content.

10:22 — Interest-based media: people follow topics, not creators.

11:26 — How to pull trending topics into your niche to drive targeted traffic.

12:19 — Why random viral content destroys your audience quality.

14:20 — How businesses actually make money on YouTube (not through ads).

20:21 — Case study: 8,000 views → 240 calls → $50,000 in revenue.

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TAGS:

#BeyondTheClaim #VincePerri #Entrepreneurship #BusinessGrowth #Leadership #SalesStrategy #MarketingTips #BusinessPodcast #ContractorBusiness #PublicAdjuster #RoofingBusiness #ScalingYourBusiness #ExitStrategy #BusinessMindset #EntrepreneurLife #ServiceBasedBusiness #BusinessOwner #SmallBusinessGrowth #BusinessSuccess #EntrepreneurMotivation

In today’s episode, Vince Perri sits down with Ian Kofford — founder of Rep2Owner — to break down one of the biggest shifts a sales rep can ever make: the transition from “high-earning rep” to true business owner.

Ian shares his unbelievable journey from selling buckets of dirt as a kid… to making $7,000 in a single day at 18… to recruiting and building sales teams… all the way to launching Rep to Owner, a company dedicated to helping reps finally achieve real freedom.

This episode is packed with lessons on belief, leadership, resiliency, and the philosophy behind scaling a business the right way — with people, systems, collaboration, and vision.

Whether you’re a sales rep, entrepreneur, business owner, or someone ready to level up your life… this conversation is the blueprint.

WHAT YOU’LL LEARN IN THIS EPISODE:

• Why Vince believes success requires collaboration, not isolation

• Ian’s journey from solar sales to building a recruiting company

• The mindset shift from rep → owner → leader

• How belief (in yourself + your product) drives sales

• The real volume required to win in sales

• Why rejection is your greatest teacher

• The trap of becoming a “high-paid employee” instead of a true business owner

• Ian’s two-phase system: Prep to Launch + Built to Exit

• How great company culture is actually built

• Why Rep to Owner is expanding internationally

• How AI will help bring this message worldwide

ABOUT IAN KOFFORD (REP TO OWNER)

Ian Kofford is the founder of Rep to Owner — a company helping sales reps transition into business ownership through a proven, structured, step-by-step process. Their mission: give reps control, freedom, and long-term wealth by helping them build something that lasts.

ABOUT VINCE PERRI

Vince Perri is a serial entrepreneur, certified exit adviser, and business owner based in Tampa, FL. His mission is to help founders build companies that scale, systems that last, and businesses that can eventually be sold (or kept) as true assets.

If you’re a rep thinking bigger, or a business owner ready for the next level — this episode will shift your perspective.

Subscribe for more interviews, breakdowns, and playbooks for building a business that works for you.

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TAGS:

#BeyondTheClaim #VincePerri #Entrepreneurship #BusinessGrowth #Leadership #SalesStrategy #MarketingTips #BusinessPodcast #ContractorBusiness #PublicAdjuster #RoofingBusiness #ScalingYourBusiness #ExitStrategy #BusinessMindset #EntrepreneurLife #ServiceBasedBusiness #BusinessOwner #SmallBusinessGrowth #BusinessSuccess #EntrepreneurMotivation

This episode features an in-depth conversation with business advisor and author Jason Hendren about his extraordinary exit journey. Jason shares the raw, real-life experiences behind his book, detailing how he scaled his energy-efficient lighting company, ILP, from a small venture to a highly valuable asset.

The discussion covers:

The initial risk of buying out his original partners using personal assets in 2009.

The power of partnering with private equity, which provided capital, operational expertise (continuous improvement), and mentorship that accelerated his company's growth far beyond what he could have achieved alone.

The crucial difference between being an "add-on" versus a "platform" investment in the eyes of PE.

The financial nuances of "taking multiple bites of the apple"—selling the company twice to different PE firms for increasing valuations.

His biggest regrets and lessons learned, including wishing he had better utilized leverage (debt) to maximize his personal proceeds in the second sale.

Timestamps

00:09,"Introduction: Host Vince Perri introduces Jason Hendren and his influential book, Things I Wish I Knew Before I Sold to Private Equity."

03:22,Company Origin: Jason details his background in manufacturing and starting the energy-efficient lighting business.

05:12,First Buyout (Recapitalization): Jason explains the decision and risk of buying out his original partners in 2008/2009 using personal assets.

09:03,Value of Mentorship: How his advisor helped structure the complex debt financing for the initial buyout.

19:58,First Big Lesson: Jason's regret about being too debt-averse and not using money to invest in growth earlier.

25:27,The Growth: Company grew from $7M in sales (2008) to almost triple that by 2012.

28:08,First PE Approach: The phone starts ringing with investment bankers and PE groups.

30:45,Add-on vs. Platform: Jason learns the crucial difference after the first PE prospect backs out.

34:37,The First PE Deal Closes (2012): The anti-climactic nature of the closing process.

43:03,Life with Private Equity: Jason describes the relationship and the deep operational resources and mentorship provided by the PE firm.

46:17,"""Winning is Fun"": Jason reflects on how the PE partnership accelerated growth (quadrupled EBITDA) through strategic investment and continuous improvement."

53:19,Deciding to Stay: The conversation about whether Jason would stay on as CEO for the second sale.

56:51,"The Equity Structure: Explanation of how the reinvestment and multiple ""bites of the apple"" (multiple exits) work financially."

59:46,The Final Exit: Jason discusses stepping away from the company after the second PE deal.

01:03:16,Final Lesson: Jason's biggest takeaway: wishing he had used more leverage in the first PE deal to maximize the proceeds in the second.

01:04:11,Current Practice: Jason highlights his current role as an exit advisor at Hendren Business Advisors.

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TAGS:

#BeyondTheClaim #VincePerri #Entrepreneurship #BusinessGrowth #Leadership #SalesStrategy #MarketingTips #BusinessPodcast #ContractorBusiness #PublicAdjuster #RoofingBusiness #ScalingYourBusiness #ExitStrategy #BusinessMindset #EntrepreneurLife #ServiceBasedBusiness #BusinessOwner #SmallBusinessGrowth #BusinessSuccess #EntrepreneurMotivation

In this powerful interview, Vince Perri sits down with María Carmen Ruiz, founder of Psicología María Carmen, to unpack her journey from traditional psychologist to global online coach serving hundreds of thousands.

María Carmen shares how she built a 430,000-follower platform, scaled her business using content, mentorship, and high-ticket offers, and overcame deep fears around public speaking and visibility.

They dive into:

How moving from 1-on-1 therapy to scalable online programs transformed her life

The mindset shift required to charge premium high-ticket pricing

Why entrepreneurship feels like an emotional roller coaster

Relationship and heartbreak recovery lessons from a 20-year psychologist

How to avoid codependency and rebuild identity after a breakup

The importance of having passions, projects & a mission beyond your partner

Using AI + social media to grow impact and business freedom

Handling fear, self-doubt & imposter syndrome as a founder

How she rebuilt after Instagram blocks & hacks — twice

The power of retreats, in-person events & community

If you’re a therapist, coach, creator, or entrepreneur building a personal-brand business — this episode is packed with mindset, business, and personal-growth gold.

==========================

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#BeyondTheClaim #VincePerri #Entrepreneurship #BusinessGrowth #Leadership #SalesStrategy #MarketingTips #BusinessPodcast #ContractorBusiness #PublicAdjuster #RoofingBusiness #ScalingYourBusiness #ExitStrategy #BusinessMindset #EntrepreneurLife #ServiceBasedBusiness #BusinessOwner #SmallBusinessGrowth #BusinessSuccess #EntrepreneurMotivation

Every high-performing business has one thing in common: reliability.

Hospitals cannot afford mistakes. Neither can you.

In this episode of Beyond The Claim, Vince Perri sits with Anay Moscu, PharmD, BCPS, BCOP, ACRP-CP, Director of Pharmacy for Outpatient Infusion Centers at Moffitt Cancer Center, to uncover the systems that literally save lives and show how you can use them to scale your company faster.

What you will learn:

• The Stop Error Stack: how hospitals eliminate million-dollar mistakes

• Why every business needs independent checks and hard stops

• The Empathy with Accountability formula for leading under pressure

• How to design checklists people actually follow

• AI tools hospitals use today that you can apply to your business

Chapters:

00:00 Intro: Checklists That Save Lives

01:52 What Oncology Pharmacy Really Does

05:40 How Clinical Trials and Infusion Workflows Operate

09:28 The Stop Error Stack: Eliminating Mistakes

13:35 Clean Rooms, Barcoding, and Validation

17:10 Building Systems That People Actually Follow

21:22 Hiring For Detail And Team Fit

26:45 Balancing Empathy With Accountability

32:12 Getting Buy-In Across Teams

37:44 AI And Automation In Modern Pharmacy

42:55 Translating Hospital Systems To Business Growth

48:05 Life Advice: Be Present And Give Yourself Grace

52:00 Outro And Free Checklist

Guest Contact Links

👩‍⚕️ Dr. Anay Moscu, PharmD, BCPS, BCOP, ACRP-CP

Director of Pharmacy, Outpatient Infusion Centers

Moffitt Cancer Center | Tampa, Florida

🔗 LinkedIn:

https://www.linkedin.com/in/anay-moscu-pharmd-bcps-bcop-acrp-cp-01088b221

🏥 Moffitt Cancer Center – Pharmacy Services:

https://moffitt.org/for-healthcare-professionals/clinical-programs-and-services/pharmacy/

💉 Moffitt Infusion Centers:

https://moffitt.org/treatments/chemotherapy/infusion-center/

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TAGS:

#BeyondTheClaim #VincePerri #Entrepreneurship #BusinessGrowth #Leadership #SalesStrategy #MarketingTips #BusinessPodcast #ContractorBusiness #PublicAdjuster #RoofingBusiness #ScalingYourBusiness #ExitStrategy #BusinessMindset #EntrepreneurLife #ServiceBasedBusiness #BusinessOwner #SmallBusinessGrowth #BusinessSuccess #EntrepreneurMotivation

Async care is redefining healthcare. Dr. Moe explains how lifestyle medicine, virtual care, and AI-driven systems give high achievers true health freedom and sustainable performance.

Meet Dr. Maureen “Dr. Moe” Gibbons — a board-certified physician who left the ER to build a remote-first, lifestyle medicine practice that gives high achievers total health freedom.

In this conversation with Vince Perri, Dr. Moe shares how asynchronous care, coaching, and community outperform the traditional model. She breaks down the mindset shift from clinician to entrepreneur — and how AI and automation can expand capacity while improving outcomes.

What You’ll Learn:

• How lifestyle medicine and async care fit busy high achievers

• Why coaching and community drive real patient results

• Medication as a tool for focus and long-term health

• How to price cash-pay care that patients actually accept

• Labs from home, urgent care via text, and monthly touchpoints

• Where AI adds capacity without adding staff

• What “health freedom” really means for ambitious people

Chapters

00:00 Introduction to Dr. Mo and her vision

03:06 The evolution of Active Medical Solutions

05:56 Personal journey and the impact of medication

08:53 Shift from emergency medicine to lifestyle medicine

11:53 The role of medication in health management

14:39 The concept of health freedom

17:53 The unique approach at Active Medical Solutions

20:41 Community, education, and coaching

23:31 The future of AI in healthcare

26:24 Navigating business challenges

27:45 Streamlined patient onboarding

28:46 Understanding men’s performance needs

30:17 Holistic approach to health

32:09 Patient engagement and involvement

33:47 Addressing perceptions of telehealth

34:56 Affordability and value

36:16 Managing food addiction and weight

38:31 Hunger and fullness cues

40:05 Medication in long-term management

42:05 Future goals and physical challenges

Guest:

Dr. Maureen Gibbons (“Dr. Moe”)

🌐 amslifestylemedicine.com | drmoecoaching.com

📧 [email protected] | 📞 239-427-1553

Instagram: instagram.com/drmoegibbons | instagram.com/amslifestylemed

TikTok: tiktok.com/@drmoegibbons

LinkedIn: linkedin.com/in/doctormoe

YouTube: https://www.youtube.com/@UCaIhu6h5IgU1dK8kt5WMQvQ

About the show

Beyond The Claim helps entrepreneurs, contractors, and service pros master leadership, marketing, sales, and systems so they can grow with less stress.

📘 Get the VCR Roadmap → https://vincesellsbusinesses.com/vdp-get-roadmap

🧭 Take the Exit Readiness Assessment → https://vdp-exit-readiness.scoreapp.com

Sponsor

Try Jobber with a free trial and get 20% off 6 months — https://go.getjobber.com/vinceperri

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TAGS: #healthfreedom #asynccare #lifestylemedicine #telehealth #beyondtheclaim #vinceperri #DrMoeGibbons

Learn how immigrant founder Jonathan Lamer raised $8M, built 5 startups, and scaled across borders without any tech background.

Jonathan Lamer’s story proves that you don’t need a Silicon Valley background to build something big.

From Quebec to Miami, he’s raised over $8 million, built five companies, and helped founders worldwide launch in the U.S.

In this episode of Beyond The Claim, host Vince Perri uncovers Jonathan’s real founder playbook on how to build fast, validate faster, and scale globally without burning out or giving up control.

💡 What You’ll Learn

-How to raise capital as a non-technical founder

-Bootstrapping vs VC funding — what really works in 2025

-How to test offers and validate markets in weeks

-The truth about international expansion and scaling

-Why resilience and speed outperform experience every time

Chapters:

00:00 How did an immigrant founder raise $8M with no tech skills?

08:22 What makes U.S. entrepreneurship different from Canada?

15:45 Why do most business partnerships collapse?

23:18 How can you validate your business in under 12 months?

33:07 When is VC funding smarter than bootstrapping?

41:10 What do investors really want to see in 2025?

48:45 How do founders break into the U.S. market successfully?

🎯 Guest: Jonathan Lamer – Founder, Cohesive Lab

🌐 Website: www.cohesivelab.com

📸 Instagram: https://www.instagram.com/jonathanlamer

💼 LinkedIn: https://www.linkedin.com/in/jonathanlamer

🎙 Hosted by Vince Perri

Subscribe to Beyond The Claim Podcast for new episodes every Monday & a solo show every Wednesday.

#StartupFunding #NonTechnicalFounder #BeyondTheClaim

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🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/

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If you're a contractor or home service pro tired of wearing every hat in your business, this episode is for you.

In this week’s Beyond The Claim, Vince Perri sits down with Brandon Smith, CEO of New Vision Projects and host of The Open Concept Podcast. Brandon reveals how he turned a small contracting startup into a systemized, scalable company that thrives without chaos — even after cutting half his staff.

Learn how he built a management model that wins high-end clients, how to train project managers to estimate and sell, and why loyalty in business isn’t what you think it is.

If you’re ready to scale your construction company — without burning out — hit play.

📍 Guest Info:

Brandon Smith

CEO – New Vision Projects

Email: [email protected]

Website: www.newvisionprojects.com

Instagram: @buildwithbsmith | @newvisionprojects

YouTube: The Open Concept with Brandon Smith

💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm

VIDEO CHAPTERS

00:00 – Espresso vs. Saki & Introductions

01:06 – How Brandon Started New Vision Projects

03:00 – Leaving the Golden Handcuffs Behind

09:00 – Why Not Everyone Should Be an Entrepreneur

15:00 – The Shift to a Management Model

21:00 – Pre-Construction Process: How It Really Works

27:00 – Estimating and Project Management Accountability

32:00 – Subcontractor Systems That Actually Work

38:00 – Gross Margin Reality Check for Contractors

46:00 – From Commercial to Residential: Lessons Learned

56:00 – Scaling Up Without Losing Control

1:00:00 – Strategic Acquisitions & The Future of Contracting

1:05:30 – Final Thoughts + Guest Info

📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry!

https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/

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==========================

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===========================

Make sure you check out our new Public Adjuster Handbook and Course

📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook

👨‍💻 Elite Claims 101 Course

https://offers.commercialclaimsadvocate.com/claims-101

===========================

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===========================

🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/

===========================

🔴 Are you a homeowner? Looking for help with your insurance? Visit us at Elite Resolutions - Responsible Public Adjusters:

https://eliteresolutions.com/about-us/

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#BeyondTheClaim #VincePerri #BrandonSmith #NewVisionProjects #ConstructionBusiness #ContractorGrowth #CustomHomeBuilding #HomeRenovation #ProjectManagement #PreConstruction #Estimating #Subcontractors #SystemsAndProcesses #SOPs #Leadership #GrossMargin #ScalingABusiness #AcquisitionEntrepreneurship #HomeServices #Entrepreneurship