Today's key takeaways are...

1) Make sure you have a comprehensive approach to your
planning…that includes both business and personal planning
for exit readiness…
2) And begin planning now…you can’t begin planning to soon
And you can begin planning now…
- By contacting WALTER at 301-951-9090
- Corby and I at 301-859-0860.

We both offer initial no-fee no obligation introductory
conversations or meetings.

If you’d rather begin with online resources…
you could do that with the ExitReadiness ACADEMY online course
and Seminars at ExitReadiness.com…
You can also access resources at grfcpa.com and ennislp.com

In this episode, hosts Pat Ennis and Corby Megorden of ENNIS Legacy Partners discuss with bankers Matthew Mapes and Ryan Goral of Sunflower Bank, a bankers perspective on financial due diligence for both the buy and sell side of transactions.

Matthew and Ryan address the following questions:

- What do you as bankers recommend to business owner customers about their due diligence process when acquiring another business?
- What do you see as a common challenge for sellers as they prep their company for sale?
- How would you advise a seller in setting expectations for the financial due diligence process of selling their company?
- What would you advise a seller to do that would drastically improve the probability of selling his/her business?

Whether you have goals for growth through acquisition or your eventual exit, you will find our conversation with these experienced bankers very helpful. One point discussed that could be the difference in you receiving an average or high multiple at sale is creating a “road map” for a potential buyer.

Connect with Matthew: https://www.linkedin.com/in/matthewmapes/

Connect with Ryan: https://www.linkedin.com/in/ryan-goral-b799a42/

Today's guest is Jonathon Morrison | Senior Partner – Frazer Ryan Goldberg & Arnold
in Phoenix and Scottsdale AZ

Connect with Jonathon: https://www.linkedin.com/in/jonathonmorrison/

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Today's Guest is Ken Smith | Managing Director – Sandler Training & Development

Ken is recognized nationally as a sales force development expert, specializing in executive sales management consulting and sales productivity training. Ken is an authentic, enthusiastic speaker who can inform as well as entertain and motivate Presidents, CEO's, other Senior Managers and Sales Professionals.

Connect with Ken: https://www.linkedin.com/in/kensmithssi/

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

In this episode we discuss the effective use of Cash Balance Retirement Plans in planning your exit with Financial Advisor Erik Fromm and Retirement Specialist Les Risell.

Connect with Erik Fromm | Financial Advisor – CSG Capital Partners of
Janney Montgomery Scott in Wash DC: https://www.linkedin.com/in/erikfrommcfp/

Connect with Les Risell | Senior Retirement Specialist – Janney
Montgomery Scott: https://www.linkedin.com/in/lrisell/

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Check out exitreadiness.com for our Online on-Demand Exit Planning Course… exitreadiness.com

And, consider attending our ONE-DAY ExitReadiness® BASECAMP on August 28th at The Lurn Center in Rockville, MD.

You can get more information at ennislp.com or exitreadiness.com.
If you register and use the code “podcast” (all lower-case) you will receive a 25%

discount off of the registration fee.

Connect with pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

In this episode, we talk about why having your arms around your third-party population (vendors,
contractors, consultants, etc.) makes you a low risk target for a successful exit with Paul Schrantz of VendorCentric

Connect with Paul: https://www.linkedin.com/in/paul-schrantz-3a508915/

Connect with VendorCentric: https://www.vendorcentric.com/

Connect with Pat: www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: www.linkedin.com/in/walter-deyhle…p-cepa-57386614/

A discussion with Lorette Farris, Founder of iBOSS, Inc., on when crowdfunding can make sense as a source of funds for launching or growing your business.

Connect with Lorette: https://www.linkedin.com/in/lorettefarris/

Learn more about the advantages and disadvantages of using a trust in transferring your business interest at death in this interview with attorney Micah Bonaviri, Partner at the law firm of Stein Sperling.

Connect with Micah: https://steinsperling.com/attorneys/micah-bonaviri/

Learn more at ennislp.com

Connect with Pat: www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: www.linkedin.com/in/walter-deyhle…p-cepa-57386614/

Listen in as LinkedIn expert Kelly Leonard (Co-Founder of Taylor-Leonard Corporation) describes how to effectively use LinkedIn in increasing sales revenue, and how to avoid critical mistakes in making it happen.


Connect with Kelly:
Speaker/Trainer > Tune into the B.O.O.S.T.® podcast
TV Show Host > Watch the Small Business Network
Author > Read B.O.O.S.T.®