How2Exit: Buy, Don't Build - M&A of Small Businesses

E284: Breathwork, Business, and Big Exits: How Monica Garcia Uses Calm to Crush M&A


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Watch Here: https://youtu.be/Vc2Xhcablro

About the Guest: 
Monica Garcia Duggal is an investment banker turned entrepreneur, financial consultant, and breathwork evangelist. With decades of experience spanning institutional finance, entrepreneurship, and real estate, Monica brings an unmatched blend of analytical rigor and human insight. She’s also the author of The Power of Breath: The Gift of Self-Actualization Through Meditation and is currently developing offerings in personal and business finance to help people scale or exit with grace—and clarity.

Summary:
In this refreshingly unique episode of the How2Exit podcast, host Ron Skelton sits down with Monica Garcia—a former investment banker, serial entrepreneur, and breathwork advocate—for a dynamic conversation that fuses the hard numbers of finance with the soft power of emotional intelligence. Monica unpacks her journey from English major to high-level financial analyst, her path to launching and exiting a successful company, and the surprising role breathwork played in helping her—and her clients—make smarter business decisions.

What starts as a conversation about buying and selling companies becomes a masterclass in how personal awareness, emotional regulation, and intentional calm can make you not only a better businessperson, but a wealthier one. With over 30 years of financial experience, Monica proves that deep breaths and deep spreadsheets are not mutually exclusive—they’re complementary. 

Key Takeaways:
  1. Monica's Unique Origin Story: She started as an English and rhetoric major aiming for law school but fell into investment banking through a temp job—and never looked back.
  2. From Analyst to Operator: After earning her Series 7 and 63 licenses and getting deep into finance, she pivoted into real estate investing, entrepreneurship, and consulting, eventually launching and selling a company after 16 years.
  3. The Exit Process: It took Monica and her team three years to prepare their business for a successful exit, including rebranding and building SOPs that made the company operate independently of its founders.
  4. Post-Exit Transition: Unlike many founders, she stayed on for three years post-sale to support the acquirer’s team—a 100-year-old company that had previously struggled with a hands-off acquisition.
  5. Breathwork as a Secret Weapon: Monica discovered breathwork during a personal health crisis and now teaches it as a tool to improve decision-making, reduce stress, and regulate nervous system responses—especially during high-stakes transactions like exits.
  6. Combining Logic and Intuition: Monica advises founders to create a “contract with themselves” about their exit terms and to use breathwork to stay grounded when emotions or outside pressures threaten to override those decisions.
  7. Breathwork = Better Returns: She claims that making decisions from a calm, regulated state can improve your financial decision-making by up to 30%.
  8. Beyond Money: Wealth, according to Monica, is not just financial—it's emotional, physical, and relational. Breathwork enhances all of it.

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Contact Monica on
Linkedin: https://www.linkedin.com/in/monicagduggal/
Website: https://www.monicagarciaduggal.com/
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🎬SUGGESTED VIDEOS
Don't forget to watch 📽 Our other videos. Please check them out :

▶️Previous Episode: E283: Callum on Building Trust, Board Power, and the Agglomeration Exit Strategy for Entrepreneurs - https://youtu.be/KL531iKznSQ

▶️E135: Sam Rosati On His Journey From Being A Lawyer To Becoming An Entrepreneur In The ETA Space - https://youtu.be/D2qJOidptRA

▶️E100: CEO Of Flippa Blake Hutchison Discusses Innovations In Buying And Selling Digital Assets - https://youtu.be/R1D5guQU9Z0

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How2Exit: Buy, Don't Build - M&A of Small BusinessesBy Ronald P. Skelton

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