This week on the Business Transitions Summit Podcast, host Tom Bronson chats with Tamara Jones. Tamara serves on our Advisory Board and moderates one of our breakout session panels. Tamara is also a sponsor of the Business Transitions Summit.  Listen in to hear more about assembling your dream exit team, Tamara's wisdom, and why you should come to see her at the Business Transitions Summit!

Tamara is a hands-on, experienced finance executive with over 25 years of experience in public accounting and industry. Her intellectual curiosity and skills in accounting, finance, operations, management, and problem-solving steered her through her career in many financial executives and CFO roles.

Before joining B2B CFO, she was President and CEO of a global restaurant chain. This combination of operations leadership and her financial acumen is invaluable in helping business owners develop processes, systems, and financial reporting that increase cash, drive bottom-line results, and improve enterprise value. Her industry experience includes restaurants, food service, multi-unit, franchising, manufacturing, distribution, healthcare and real estate investment.

Tom Bronson is a serial entrepreneur and business owner. He is the founder and President of Mastery Partners, Mastery Mergers & Acquisitions, and the Business Transition Summit. All three companies empower business owners to maximize business value and serve business owners in different capacities to help them achieve their dream exit. As a business owner, Tom has been in your situation a hundred times and knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Tom has two books to help business owners on their journey to a dream exit: "Maximize Business Value Playbook," (2023), and "Maximize Business Value, Begin with the EXIT in Mind," (2020). Both are available on Amazon.

The Business Transitions Summit is a transformative one-day event empowering business owners with strategies for value-building and dream exits. The mission is to change the lives of business owners by educating them on building business value and understanding transitions so they can achieve the exit of their dreams.

See you at this year's summit on May 7th in Westlake, TX!

Set aside the day to transform your business and your life and achieve that dream exit!
Tickets on sale NOW! Go to businesstransitionssummit.com to get yours today.

Also check out our other podcast Maximize Business Value for more insights into creating long-term, sustainable value in your business so you can get that dream exit.

On the Business Transitions Summit Podcast this week, host Tom Bronson chatted with Dan Vermeire. Dan is one of our breakout session speakers, and his company, Corporate Finance Associates, sponsors the event.  Listen in to hear more about Dan’s topic and wisdom and why you should see him at the Business Transitions Summit!

Dan is the Managing Director & Principal of Corporate Finance Associates. He has a track record of success in strategic growth, corporate development, acquisitions, and deal structures. With roots in technology and leadership, he has pioneered market regions, set record-level sales closings, and led the strategic development program for a public market offering. Advised or led over 60 successful corporate development projects, including a franchise conversion, a NASDAQ IPO, and a $400M acquisition, involving all aspects of strategic planning, M&A process execution, due diligence, and integration programs with advisory sector experience, including technology systems and services, heavy manufacturing, consumer products, travel goods, retail, energy services, communications, smart grids, electric T&D, and renewable energy.

Corporate Finance Associates Worldwide (CFAW) is an independent international investment banking firm serving middle-market businesses. For over 65 years, CFAW has advocated for business owners to restructure a company through divestiture, merger, acquisition, or recapitalization. Our senior principals combine the knowledge and leverage of a larger bank with the customer-focused detail of a boutique firm from inception to completion. Thus, our senior principals provide hands-on expertise to clients buying, selling, or recapitalizing a business.

Tom Bronson is a serial entrepreneur and business owner. He is the founder and President of Mastery Partners, Mastery Mergers & Acquisitions, and the Business Transition Summit. All three companies empower business owners to maximize business value and serve business owners in different capacities to help them achieve their dream exit. As a business owner, Tom has been in your situation a hundred times and knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience. Tom has two books to help business owners on their journey to a dream exit: "Maximize Business Value Playbook" (2023) and "Maximize Business Value, Begin with the EXIT in Mind" (2020). Both are on Amazon.

The Business Transitions Summit is a transformative one-day event empowering business owners with strategies for value-building and dream exits. The mission is to change the lives of business owners by educating them on building business value and understanding transitions so they can achieve the exit of their dreams.

See you at this year's summit on May 7th in Westlake, TX!

Set aside the day to transform your business and your life and achieve that dream exit!
Tickets on sale NOW! Go to businesstransitionssummit.com to get yours today.

Also check out our other podcast Maximize Business Value for more insights into creating long-term, sustainable value in your business so you can get that dream exit.

This week on the Business Transitions Summit Podcast, host Tom Bronson chats with our keynote speaker, Dr. Benjamin Hardy.  Listen now to catch some of what Dr. Hardy is working on to help entrepreneurs and business owners achieve exponential growth and why you should come see him at the Business Transitions Summit!

Dr. Benjamin Hardy is an organizational psychologist renowned for his expertise in the psychology of entrepreneurial leadership and exponential growth.  Since earning his Ph.D. in 2019, Dr. Hardy has continued to make waves in the industry, publishing five additional books, including three co-authored with legendary entrepreneurial coach Dan Sullivan.  After selling millions of copies of books, he is a  sought-after teacher and speaker. Alongside his professional pursuits, Dr. Hardy prioritizes family life, residing in Orlando, Florida, with his wife Lauren and their six (almost seven) children.

Connect with Dr. Benjamin Hardy:

• LinkedIn: Dr. Benjamin Hardy
• YouTube: @dr.benjaminhardy
• Official Website: www.benjaminhardy.com
• Future Self Website: www.futureself.com
• Spotify Podcast: The Benjamin Hardy Show
• Amazon Author Page: Dr. Benjamin Hardy Books

Tom Bronson is a serial entrepreneur and business owner. He is currently the founder and President of Mastery Partners, Mastery Mergers & Acquisitions, and the Business Transition Summit. All three companies empower business owners to maximize business value and serve business owners in different capacities to help them achieve their dream exit. As a business owner, Tom has been in your situation a hundred times and knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Tom has two books to help business owners on their journey to a dream exit: "Maximize Business Value Playbook," (2023), and "Maximize Business Value, Begin with the EXIT in Mind," (2020). Both are available on Amazon.

The Business Transitions Summit is a transformative one-day event empowering business owners with strategies for value-building and dream exits. The mission is to change the lives of business owners by educating them on building business value and understanding transitions so they can achieve the exit of their dreams.

See you at this year's summit on May 7th in Westlake, TX!

Set aside the day to transform your business and your life and achieve that dream exit!
Tickets on sale NOW! Go to businesstransitionssummit.com to get yours today.

Also check out our other podcast Maximize Business Value for more insights into creating long-term, sustainable value in your business so you can get that dream exit.

On the Business Transitions Summit Podcast this week, host Tom Bronson chats with two remarkable guests, Susan Fennema and Jim Brewer. In their discussion, Susan and Jim emphasize how chaos in your business can wreak havoc on its value. They delve into the detrimental effects of disorganization and inefficiency on business growth and success, highlighting the importance of implementing strategies to combat chaos and enhance business value. Tune in to gain valuable insights on navigating chaos and maximizing the value of your business. Listen now to hear more about their success stories and why you should come to see them at the Business Transitions Summit!

Susan Fennema is the Chaos Eradicating Officer (CEO) of Beyond the Chaos, a consultancy helping small business owners extricate themselves from day-to-day operations to grow their businesses and regain their lives. With 30+ years of operations/project management experience in professional service industries, Susan aims to improve American society exponentially. She lives and works in McKinney, Texas.

Jim Brewer, a visionary leader with a blend of entrepreneurial spirit and corporate success, has dedicated thousands of hours to mentoring CEOs and their teams as a Vistage Chair since 2016 and an EOS Implementer since 2019. His approach to leadership is about unlocking potential and enabling leaders to turn their visions into reality.

Tom Bronson is a serial entrepreneur and business owner. He is currently the founder and President of Mastery Partners, Mastery Mergers & Acquisitions, and the Business Transition Summit. All three companies empower business owners to maximize business value and serve business owners in different capacities to help them achieve their dream exit. As a business owner, Tom has been in your situation a hundred times and knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Tom has two books to help business owners on their journey to a dream exit: "Maximize Business Value Playbook," (2023), and "Maximize Business Value, Begin with the EXIT in Mind," (2020). Both are available on Amazon.

The Business Transitions Summit is a transformative one-day event empowering business owners with strategies for value-building and dream exits. The mission is to change the lives of business owners by educating them on building business value and understanding transitions so they can achieve the exit of their dreams.

See you at this year's summit on May 7th in Westlake, TX!

Set aside the day to transform your business and your life and achieve that dream exit!
Tickets on sale NOW! Go to businesstransitionssummit.com to get yours today.

Also check out our other podcast Maximize Business Value for more insights into creating long-term, sustainable value in your business so you can get that dream exit.

Join us this week on the Business Transitions podcast and meet 17% club member Mitch Felderhoff, a 4th generation owner and President of Muenster Milling Co, Inc. - a pet food company that specializes in the extrusion of dry pet foods, horse feeds, llama feeds, and floating fish foods. Unlike many of our other guests, Mitch took part in a sale within his family! Tune in for some special insight into the process of transferring ownership to your kids or other family members! This is a small taste of the conversation to come at the Business Transitions Summit as Tom Bronson will once again sit down with Mitch to talk about his experiences, challenges and inspire business owners to get in the 17% club of business owners that successfully exit their businesses. 

Mitch Felderhoff joined his family business in May 2007 after graduating from the University of North Texas. Mitch has been in charge of Sales and Marketing since 2008 after being named Vice President. Over the past several years, Mitch and Muenster Milling have focused on gradually expanding their territory and venturing into the export business. Mitch's LinkedIn brightly greets viewers with the words, "I don't just make dog food, I eat it too!" In January 2015, Mitch was named President of Muenster Milling Co. 

Tom Bronson is a serial entrepreneur and business owner. He is currently the founder and President of Mastery Partners, Mastery Mergers & Acquisitions, and the Business Transition Summit. All three companies empower business owners to maximize business value and serve business owners in different capacities to help them achieve their dream exit. As a business owner, Tom has been in your situation a hundred times and knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Tom has two books to help business owners on their journey to a dream exit: "Maximize Business Value Playbook," (2023), and "Maximize Business Value, Begin with the EXIT in Mind," (2020). Both are available on Amazon.

The Business Transitions Summit is a transformative one-day event that empowers business owners with strategies for value-building and dream exits. Its mission is to change business owners' lives by educating them on building business value and understanding transitions so they can achieve the exit of their dreams.

The Business Transitions Summit is a transformative one-day event empowering business owners with strategies for value-building and dream exits. The mission is to change the lives of business owners by educating them on building business value and understanding transitions so they can achieve the exit of their dreams.

See you at this year's summit on May 7th in Westlake, TX!

Set aside the day to transform your business and your life and achieve that dream exit!
Tickets on sale NOW! Go to businesstransitionssummit.com to get yours today.

Also check out our other podcast Maximize Business Value for more insights into creating long-term, sustainable value in your business so you can get that dream exit.

This week on the Business Transitions Summit Podcast, host Tom Bronson chats with Steve Conwell, CEO and co-owner of Final Ascent. Together, they overview the necessary steps to prepare your business to exit. Listen now to hear more about Steve Conwell’s success stories and why you should come to see him at the Business Transitions Summit!

Steve Conwell is the CEO and co-owner of Final Ascent LLC. He brings his passion and energy as an accomplished small business owner to entrepreneurs who want to sell their businesses. He helps owners prepare their businesses for sale, transforming them into built-to-sell companies and maximizing their value at exit.

Steve is an accomplished entrepreneur with over 25 years of business advisory and financial consulting experience. Steve is passionate about helping business owners creatively tackle their biggest challenges and successfully grow their businesses. Throughout his career, he leveraged public accounting, internal audit, and control experience with Fortune 500 and middle market companies, always returning to his entrepreneurial roots. 

Tom Bronson is a serial entrepreneur and business owner. He is currently the founder and President of Mastery Partners, Mastery Mergers & Acquisitions, and the Business Transition Summit. All three companies empower business owners to maximize business value and serve business owners in different capacities to help them achieve their dream exit. As a business owner, Tom has been in your situation a hundred times and knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Tom has two books to help business owners on their journey to a dream exit: "Maximize Business Value Playbook" (2023) and "Maximize Business Value, Begin with the EXIT in Mind" (2020). Both are available on Amazon.

The Business Transitions Summit is a transformative one-day event empowering business owners with strategies for value-building and dream exits. The mission is to change the lives of business owners by educating them on building business value and understanding transitions so they can achieve the exit of their dreams.

The Business Transitions Summit is a transformative one-day event empowering business owners with strategies for value-building and dream exits. The mission is to change the lives of business owners by educating them on building business value and understanding transitions so they can achieve the exit of their dreams.

See you at this year's summit on May 7th in Westlake, TX!

Set aside the day to transform your business and your life and achieve that dream exit!
Tickets on sale NOW! Go to businesstransitionssummit.com to get yours today.

Also check out our other podcast Maximize Business Value for more insights into creating long-term, sustainable value in your business so you can get that dream exit.

This week on the Business Transitions Summit Podcast, host Tom Bronson chats with Chris Goade and Joe English, Founder and Partner of 360 Consulting. Together, they explore how to scale your business to achieve a dream exit. Listen now to hear more about the success stories of 360 Consulting and why you should come see Chris and Joe at the Business Transitions Summit!

Chris is co-founding partner of 360 Consulting, where the mission is to drive businesses to achieve exponential growth. 360 Consulting was developed on the founding principles of helping clients develop scalable sales systems and winning performance-based teams that achieve revenue growth and profit goals. The results of Chris’ work and the 360 Consulting methodologies and process are successful at identifying gaps using an outside, diverse perspective and focusing on how businesses can produce repeatable and sustainable sales results. Chris works with leaders to out of the weeds so they can work on their businesses at a higher level.

Through blended experience, from international corporations to entrepreneurial start-ups and years of consulting with small and mid-sized companies, Chris developed a unique skill set which allows him to identify the issues that are not producing results and implement those that do. His innovative and transformational approach helps business leaders execute with purpose resulting in revenue and profit growth so they can achieve their visionary goals.

Joe has a decades-long track record of success in sales leadership roles. As a team builder in technology firms spanning communication, manufacturing, hardware, software and services, Joe has a great mix of experience in large corporate and SMB including public, family, strategic investor and PE owned businesses.

Having spent many years building and developing sales teams has allowed Joe to transition world class processes and best practices to smaller growth firms to deliver exceptional results, both in top line revenue and EBITDA.

Joe’s focus is to help organizations understand their value, develop their people, implement the right sales processes, and know how to manage it all moving forward.

Tom Bronson is a serial entrepreneur and business owner. He is currently the founder and President of Mastery Partners, Mastery Mergers & Acquisitions, and the Business Transition Summit. All three companies empower business owners to maximize business value and serve business owners in different capacities to help them achieve their dream exit. As a business owner, Tom has been in your situation a hundred times and knows what it takes to craft the right strategy. 

The Business Transitions Summit is a transformative one-day event empowering business owners with strategies for value-building and dream exits. The mission is to change the lives of business owners by educating them on building business value and understanding transitions so they can achieve the exit of their dreams.

See you at this year's summit on May 7th in Westlake, TX!

Set aside the day to transform your business and your life and achieve that dream exit!
Tickets on sale NOW! Go to businesstransitionssummit.com to get yours today.

Also check out our other podcast Maximize Business Value for more insights into creating long-term, sustainable value in your business so you can get that dream exit.

This week on the Business Transitions Summit Podcast, host Tom Bronson chats with Jeff Sandene, Founder and President of Sandene Strategies. Together, they give an overview into the six financial planning mistakes that could ruin a business owner’s retirement. Listen now to hear more about Jeff Sandene’s success stories and why you should come see him at the Business Transitions Summit!

Jeff Sandene, CFP® began his financial services career in 1996 and founded Sandene Strategies, LLC in 2005.  His entrepreneurial spirit is driven by independence and a strong desire to see his hard work rewarded.  

Jeff has chosen to focus his practice on business owners, in part, because of a negative financial outcome in his family.  His entrepreneurial grandfather built an agricultural products franchise over 31 years.  However, when he was unable to work any longer, he received nothing for his business and decades of effort.  He lived out his remaining years depleting his meager savings and living off his social security checks and the benevolence of family members. Properly coordinated business and personal planning could have prevented this tragedy.

Sandene Strategies’ mission is to uniquely serve America’s business owners by planning for their financial security and contributing to their lives of growth, purpose, and fulfillment.  Our process takes a deep dive into all aspects of our clients’ business and personal financial situation, including risk management, retirement accumulation and distribution, investment management, and estate planning.  This comprehensive approach helps business owners avoid the fate of Jeff’s grandfather.

Tom Bronson is a serial entrepreneur and business owner. He is currently the founder and President of Mastery Partners, Mastery Mergers & Acquisitions, and the Business Transition Summit. All three companies empower business owners to maximize business value and serve business owners in different capacities to help them achieve their dream exit. As a business owner, Tom has been in your situation a hundred times and knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Tom has two books to help business owners on their journey to a dream exit: "Maximize Business Value Playbook," (2023), and "Maximize Business Value, Begin with the EXIT in Mind," (2020). Both are available on Amazon.

The Business Transitions Summit is a transformative one-day event empowering business owners with strategies for value-building and dream exits. The mission is to change the lives of business owners by educating them on building business value and understanding transitions so they can achieve the exit of their dreams.

See you at this year's summit on May 7th in Westlake, TX!

Set aside the day to transform your business and your life and achieve that dream exit!
Tickets on sale NOW! Go to businesstransitionssummit.com to get yours today.

Also check out our other podcast Maximize Business Value for more insights into creating long-term, sustainable value in your business so you can get that dream exit.

This week on the Business Transitions Summit Podcast, host Tom Bronson chats with Justin Goodbread, President of WealthSource and Author of Your Baby’s Ugly. Together, they dive into the themes and purposes of Goodbread’s book, while giving us  a sneak peek into his Keynote Speech we will get to hear at the Summit. Listen now to hear more about Justin Goodbread’s success stories and why you should come see him at the Business Transitions Summit!

Justin Goodbread, CFP®, CEPA, CVGA,  is a nationally recognized financial planner, educator, wealth manager, and speaker. With almost 30 years of experience starting, buying, owning, and selling businesses, he has become a five-time recipient of the Investopedia Top 100 Advisor award and the 2022 Peter Christman Exit Planner of the Year.

 As a two-time author, his most recent book, Your Baby’s Ugly: Maximize the Value of Your Business or You Will Have Nothing to Sell. (A Financially Simple Guide) was listed on USA Today bestseller list. Justin’s first book, The Ultimate Sale, was also named an Amazon best-in-class title. In both, he teaches how business owners can create long-term value and accelerate growth in their company so it can be sold for top dollar when the owner is ready to retire.

Tom Bronson is a serial entrepreneur and business owner. He is currently the founder and President of Mastery Partners, Mastery Mergers & Acquisitions, and the Business Transition Summit. All three companies empower business owners to maximize business value and serve business owners in different capacities to help them achieve their dream exit. As a business owner, Tom has been in your situation a hundred times and knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Tom has two books to help business owners on their journey to a dream exit: "Maximize Business Value Playbook," (2023), and "Maximize Business Value, Begin with the EXIT in Mind," (2020). Both are available on Amazon.

The Business Transitions Summit is a transformative one-day event empowering business owners with strategies for value-building and dream exits. The mission is to change the lives of business owners by educating them on building business value and understanding transitions so they can achieve the exit of their dreams.

See you at this year's summit on May 7th in Westlake, TX!

Set aside the day to transform your business and your life and achieve that dream exit!
Tickets on sale NOW! Go to businesstransitionssummit.com to get yours today.

Also check out our other podcast Maximize Business Value for more insights into creating long-term, sustainable value in your business so you can get that dream exit.

This week on the Business Transitions Summit Podcast, host Tom Bronson chats with Ryan Gardner, Founder of Gardner Firm, PLLC. Together, they explore the importance of tax planning and its impact on a business’s ability to experience a proper exit. Listen now to hear more about Ryan Gardner’s success stories and why you should come see him at the Business Transitions Summit!

Ryan Gardner is a tax, mergers and acquisition attorney with approximately nine years (April 2001 to April 2010) of experience working for international law firms in Houston, Texas, and Columbia, South Carolina.  His experience in the international law firms includes working at Locke Lord Bissell & Liddell LLP; Haynes and Boone, LLP; Nelson Mullins Riley & Scarborough LLP; and Fulbright & Jaworski LLP. During those approximately nine years, he worked on tax matters relating to mergers and acquisitions, private equity offerings, public offerings, and private equity funds, to name a few. For approximately one and one-half years (May 2010 to January 2012), Ryan worked at a small local law firm learning that he could develop his own book of business.  For the last twelve plus years (February 2012 through today), Ryan has been running his own law firm, Gardner Firm, primarily involved in mergers and acquisitions, private equity offerings, structuring and restructuring business organizations, as well as tax planning primarily in individual tax, partnership tax and corporate tax.

Tom Bronson is a serial entrepreneur and business owner. He is currently the founder and President of Mastery Partners, Mastery Mergers & Acquisitions, and the Business Transition Summit. All three companies empower business owners to maximize business value and serve business owners in different capacities to help them achieve their dream exit. As a business owner, Tom has been in your situation a hundred times and knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Tom has two books to help business owners on their journey to a dream exit: "Maximize Business Value Playbook," (2023), and "Maximize Business Value, Begin with the EXIT in Mind," (2020). Both are available on Amazon.

The Business Transitions Summit is a transformative one-day event empowering business owners with strategies for value-building and dream exits. The mission is to change the lives of business owners by educating them on building business value and understanding transitions so they can achieve the exit of their dreams.

See you at this year's summit on May 7th in Westlake, TX!

Set aside the day to transform your business and your life and achieve that dream exit!
Tickets on sale NOW! Go to businesstransitionssummit.com to get yours today.

Also check out our other podcast Maximize Business Value for more insights into creating long-term, sustainable value in your business so you can get that dream exit.