ExitReadiness® PODCAST: Exit Planning, Succession & Selling Your Business

What happens after you sell? Andrew Walen built and exited multiple mental health companies — including The Body Image Therapy Center and DUDE Mental Health — before reinventing himself as the owner of School of Rock Pikesville. In this candid conversation, Andrew shares what the post-exit identity shift actually feels like, how he navigated the emotional side of leaving a business he'd built, and what he wishes he'd known before signing on the dotted line. A must-listen for any owner who wonders what comes next.

Guest: Andrew Walen, LCSW-C, Owner, School of Rock Pikesville | Founder, DUDE Mental Health
Connect with guest: linkedin.com/in/andrewwalen/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis




Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com 
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness


DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

AI can feel overwhelming for business owners who didn't grow up in the tech world — but it doesn't have to be. Nick Damoulakis, CEO of Orases and a recognized thought leader in digital transformation, joins Pat and Walter to cut through the noise. Nick explains what AI actually is in practical terms, where it creates real leverage for small and mid-sized businesses, and how owners should be thinking about AI adoption as both a value driver and an exit planning consideration.

Guest: Nick Damoulakis, CEO & President, Orases
Connect with guest: orases.com


“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com 
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness


DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

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“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

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CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

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Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
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Learn more about Pat and Walter: https://ennislp.com/

What does exit planning look like on a global scale — and what can American business owners learn from advisors in other markets? Dr. Craig West, founder of Succession Plus, Australia's largest exit planning firm, and creator of the acclaimed 21-step exit planning process, joins Pat and Walter to share hard-won insights from advising more than 800 business owners across four continents. A Doctor of Business Administration whose doctoral thesis focused on exit planning research, Craig brings both academic rigor and real-world experience to this conversation — and a perspective that challenges conventional wisdom about why owners exit and what truly drives their decisions.  

Guest: Dr. Craig West, DBA, CEPA, Founder & Chairman, Succession Plus | Founder, Capitaliz Connect with guest: linkedin.com/in/craigwest/


“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com 
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness


DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Selling a business is one thing. Knowing what comes next — and actually moving forward — is another. Patti Julber spent 21 years building her business before deciding it was time to sell. In this candid conversation, Patti shares what the process of letting go actually felt like, the emotional and identity challenges that surprised her most, and the lessons she wishes she'd known before starting the process. An honest, personal account that goes well beyond the transaction — and speaks directly to the 75% of owners who report being unhappy within a year of exiting.  

Guest: Patti Julber, Business Owner | Post-Exit Advisor
Connect with guest: linkedin.com/search/results/all/?keywords=Patti%20Julber


“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com 
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness


DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Most business owners know they want to exit someday — but far fewer have taken the steps to ensure their company's future is actually in their control when that day comes. Tim Van Mieghem, co-founder of The ProAction Group and operating partner at The Peakstone Group, has spent decades helping middle-market companies identify the operational gaps that destroy deal value at the worst possible moment. In this episode, Tim talks with Pat and Walter about what buyers really look for, why operational performance separates the businesses that transact at premium multiples from those that don't, and how owners can start taking control of their company's future before it's too late. 

Guest: Tim Van Mieghem, CPA, Co-Founder & Partner, The ProAction Group | Operating Partner, The Peakstone Group
Connect with guest: linkedin.com/in/tim-van-mieghem-5ba91b/


“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com 
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness


DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Running on EOS® didn't just make Dave Lokos's business more efficient — it made it more sellable. In this episode, Dave joins Pat and Walter to share his first-hand account of how implementing the Entrepreneurial Operating System transformed his company's operations, built the kind of leadership independence that buyers pay a premium for, and ultimately contributed to a successful exit at maximum value. A CEPA and CBEC himself, Dave brings both the owner's perspective and the advisor's lens to a conversation that every EOS company owner should hear.  

Guest: Dave Lokos, CEPA, CBEC, ExitWell Advisors
Connect with guest: linkedin.com/in/davelokos/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com 
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness


DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Business owners spend years building value — but many are unknowingly exposed to risks that could wipe out personal assets when a claim or lawsuit hits at the wrong moment. Bryan Aguirre, Partner at Capital Insurance Partners and a recognized top producer in the Washington D.C. region, joins Pat and Walter to cut through the confusion around personal and commercial insurance coverage. Bryan explains the exposures most business owners don't know they have, what proper protection actually looks like, and why getting insurance right is a critical — and often overlooked — component of protecting the value you've worked to build.  

Guest: Bryan Aguirre, SBCS, Partner, Capital Insurance Partners
Connect with guest: capitalinspartners.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com 
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness


DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

For business owners with charitable intent, the way you structure your exit can dramatically amplify — or diminish — your philanthropic impact. Lisa Heller, CPA, a nonprofit tax authority at GRF CPAs & Advisors with more than 25 years of experience working with tax-exempt organizations, joins Pat and Walter to explain how Donor Advised Funds and private foundations can be powerful tools when selling or transferring a business. Lisa breaks down the differences between these vehicles, how timing and structure affect your tax outcomes, and why integrating charitable planning into your exit strategy is something every philanthropically minded owner should consider well before the transaction.  

Guest: Lisa Heller, CPA, GRF CPAs & Advisors
Connect with guest: grfcpa.com/people/lisa-heller-cpa/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com 
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness


DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Research consistently shows that the majority of M&A transactions fail — and the most common culprit isn't financials or legal issues, it's people. Rachel Platt, founder of PLATTinum Consulting and a veteran Chief Human Resources Officer with more than 20 years of experience, joins Pat and Walter to explain what buyers are really looking for in the human capital side of due diligence, what sellers can do to strengthen their people strategy before going to market, and how the integration of people and culture after a transaction determines whether the deal actually delivers its intended value.  

Guest: Rachel Platt, Founder & Principal, PLATTinum Consulting
Connect with guest: plattinumconsulting.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com 
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness


DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.