If you want to make better business decisions and be better prepared for the future so your business can be more attractive to a long term growth investor, then this episode is for you. In this episode of Build Value By Choice, Nana is joined by Anika Penn, of investment management firm Baillie Gifford. Join the discussion on how Anika and her team approach the investment process, and her advice for you, the business owner.

KEY TAKEAWAYS

BEST MOMENTS

‘Where someone is based has never stopped anyone from investing’

‘You never want to be in a position where you’re desperate for that next steep and you’ll take whatever comes along’

‘Your assumptions can change, but the business model is stuck’

EPISODE RESOURCES

Leave a comment or question on the Build Value By Choice Facebook community page

Get more resources on infhorizons.com/podcast

Know Your Current Valuation: https://bit.ly/get-free-valuation

Find Anika on LinkedIn

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ABOUT THE GUEST

Anika is passionate about connecting great ideas with capital, and has the privilege of doing this every day at Baillie Gifford. Of particular interest is helping women and minority entrepreneurs gain access to the capital and resources they need for their businesses to thrive. As the Entrepreneur-in-Residence at Smith College, she advised women-led start-ups on their business models and pitches to investors.

As co-founder and CEO of Frontier Health, a marketplace for innovative frugal medical devices for developing countries, she built the first global marketplace linking medical device innovators with health care providers in the developing world. Her earlier work spanned the fields of HIV/AIDS, reproductive health, cancer research, and civil rights policy. Before co-founding FH she worked at the apex of finance, regulation and medical research for several years and witnessed first-hand the difficulties small companies face bringing their health care solutions to market.

Anika is honored to serve on the Board of Trustees of Johns Hopkins University and as President of the JHU Alumni Association, from which she received a Master’s Degree in International Relations with concentrations in...

Laurie Barkman is a "business transition sherpa." With her firm, SmallDotBig, she advises owners on having more valuable, sellable businesses. And as a Partner with Stony Hill Advisors, a mergers and acquisitions firm, she guides them through the complex process of letting it go. She joins host Nana Bonsu this week on Build Value by Choice to give you advice on preparing your business for transition.

KEY TAKEAWAYS

BEST MOMENTS

‘When you have time on your side, you ultimately have more options’

‘I was selling my business but I was also selling myself’

‘You only get one change to land a plane on the Hudson’

‘3/4s of owners have regrets 1 year after their exit’

EPISODE RESOURCES

Leave a comment or question on the Build Value By Choice Facebook community page

Get your free value builder score here bit.ly/get-free-valuation

Get more resources on infhorizons.com/podcast

www.meetlauriebarkman.com

https://smalldotbig.com/

www.linkedin.com/lauriebarkman/

www.twitter.com//LaurieBarkman/

www.facebook.com/SmallDotBig/

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ABOUT THE GUEST

Laurie Barkman is a "business transition sherpa." With her firm, SmallDotBig, she advises owners on having more valuable, sellable businesses. And as a Partner with Stony Hill Advisors, a mergers and acquisitions firm, she guides them through the complex process of letting it go.

Laurie is the former CEO of a $100 million revenue company with an exit to a Fortune 50 company. With more than 25 years of C-Suite and award-winning marketing expertise, she provides actionable perspectives to drive sustainable value.

Engaging audiences across the US, Laurie is an Adjunct Professor of Entrepreneurship at Carnegie Mellon University, leads executive workshops with...

Every business, small or large, faces similar challenges from an accounting standpoint. Keeping up with monthly statements, quarterly reports, and sales tax are certainly some of them. Amber Peoples is President and Owner of Atlas Services and joins host Nana to discuss how efficient bookkeeping can help you when you’re exit planning from your business.

KEY TAKEAWAYS

BEST MOMENTS

‘We act as if we’re an honorary member of our clients team’

‘Your bank balance is just a snapshot in time’

EPISODE RESOURCES

Leave a comment or question on the Build Value By Choice Facebook community page

Get your free value builder score here bit.ly/get-free-valuation

Get more resources on infhorizons.com/podcast

Amber on LinkedIn

atlasadminservices.com

[email protected]

@atlasadminservices on socials

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PODCAST DESCRIPTION

Hosted by Nana Bonsu of Infinite Horizons, this show aims to serve small business owners who want to grow their businesses while reducing their own personal involvement. We do this through a combination of interviews with industry leaders, and host presentations. We are certified value builder advisors and leverage a statistically proven methodology to help clients such as you scale or transition their business to the next chapter.

We care for our listeners and see their dreams as our own. We aim to foster a community that embraces freedom, generosity, and integrity. This is a show by entrepreneurs and business owners for entrepreneurs and business owners.

ABOUT THE HOST

Nana Bonsu:

“I am an entrepreneur and ex-Corporate Executive who's applying his experience and knowledge from working in various ways to pursue my passion of helping small business owners increase their choices in life by leveraging my knowledge and experience, their employees, systems and money. I help small business owners transform their business and increase value through action-oriented education and implementation of strategies and tactics to make their business sellable even if they are not planning on selling. Known for establishing an environment for...

Priya Royal is a charitable planning expert and is also the founder and Managing Attorney at Royal Law Firm PLLC a women-powered, international private client services firm. Priya joins Nana on Build Value By Choice to talk about her work in philanthropy and how you should be estate planning as a business owner. Find out how people from outside your network can benefit a community and the different services a tax attorney can provide when compared to an accountant.

KEY TAKEAWAYS

BEST MOMENTS

‘Escape planning is about planning for life, not planning for when you die’

‘You feed the individual and grow the community’

‘It’s essentially a math game’

EPISODE RESOURCES

Leave a comment or question on the Build Value By Choice Facebook community page

Get your free value builder score here bit.ly/get-free-valuation

Get more resources on infhorizons.com/podcast

Powerful Progress

Royal Law Firm

Heritage Auctions

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ABOUT THE GUEST

Priya Prakash Royal Esq., LL.M., MBA is an established tax law and charitable planning expert, has been published by the ABA, Bloomberg Tax, and various trade journals, including Heritage Auctions, and a frequent speaker at bar associations, national, and international conferences, and events, including the DC Bar, NAPABA, SABA, USPTO, National Appraisal Institute, AIP, CentreLink and various podcasts. Drawing from her own experience of invisibility and lack of access as an immigrant and minority woman, she co-founded Powerful Progress Inc., a 501(c)(3) nonprofit channeling expertise to create financial sustainability across locked-out communities. She is the Vice-Chair of the DC Bar Steering Committee in Estates, Trusts, and Probate Law, the Tax Chair of the South Asian Bar Association North...