What if you could retire before you sell your business?Most business owners think they have to wait for a big payday to enjoy freedom. But what if the real strategy is building wealth while you're still in the game?In this Live session, we’ll unpack what it means to exit on your own terms—without stepping away from your business. You’ll learn how smart saving, intentional planning, and a few strategic financial moves can give you the freedom to retire early, even if your business isn’t sold yet.✅ How to build your “freedom fund” while still operating your company✅ Why waiting for a sale shouldn’t be your only exit strategy✅ The biggest myths about retirement and business ownership✅ How to create leverage without losing controlWhether you’re 5 years out or just getting serious about the future, this conversation is for owners who want to stay in the driver’s seat—and win.Subscribe and hit the bell so you don’t miss it.#exitplanning #financialfreedom #businessowners #retirementplanning #entrepreneurship Get In Contact:[email protected]://gtria.com/Join the upcoming Exit Ready Sprinthttps://exitfreedom.com/optin

Recurring revenue isn’t just nice to have—it’s the backbone of valuation, investor interest, and exit potential. If you're building a business that needs to scale, attract capital, or sell one day, this episode is non-negotiable.You’ll learn:* The 5 core recurring revenue models (and how to pick yours)* Why recurring is not the same as re-occurring (words matter, so does your model)* How predictable revenue directly boosts your valuation* Why waiting to implement this will cost you—big time and potentially millionsThe future belongs to those with locked-in revenue. Don’t get left behind.#valuations #mergersandacquisitions #recurringrevenue #businessstrategyMore Info:https://growthinkcapital.com/Contact Jeff Jones → [email protected]

What if there was a perfectly legal way to sell your company and pay little to no taxes on the gains? In this episode, we sit down with tax strategist Geoff Sokol to uncover the powerful—but often overlooked—benefits of Qualified Small Business Stock (QSBS).

We break down what it is, who qualifies, and how founders, early employees, and investors can potentially exclude up to 100% of their capital gains from federal taxes.

Whether you're scaling a startup, preparing for an exit, or advising founders, this conversation could literally save you millions.

We cover:

- What qualifies as QSBS and what disqualifies you

- The 5-year rule and how the clock really works

- How to structure your business to maximize the benefit

- Hidden pitfalls and pro tips most advisors miss

- Real-world use cases and planning strategies

Don’t wait until it’s too late to optimize your exit.

🔔 Subscribe for more insights on business exits, valuation, and tax strategy.

📩 Learn more: https://gtria.com/

🎙 Hosted by Tim Martinez | Featuring Geoff Sokol - [email protected]

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0:00 - What is Qualified Small Business Stock?

4:00 - Types of Qualifying business for QSBS

5:30 - Building a QSBS Team for your business

8:40 - Post Exit investment strategies

9:53 - The true cost of inaction

12:08 - Estate planning

14:38 - The power of Exit Planning well in advance

What’s Really Stopping You From Exit Planning?In this candid conversation, Tim Martinez sits down with Bert Carder to explore the real emotional hurdles that stop business owners from preparing for an exit—even when they know they should.From fears around price and control to uncertainty about life after the sale, we break down the 7 most common mindset blocks… and how to move through them.Work with Growthink📩 [email protected]🌐 https://growthinkcapital.com/Ready to start planning your exit?Join the Exit Ready Sprint – a powerful, no-fluff session designed to help you take the first real step.👉 https://exitfreedom.com/optin#exitplanning #businessowneradvice #successionplanning #growthstrategy #exitstrategy #valuations #entrepreneurmindset #founderlife #sellingyourbusiness #exitready #founderfreedom #growthink #entrepreneurship ---0:00 – Introduction1:03 – Emotional Hurdle #1: Price2:56 – Emotional Hurdle #2: Where to Spend My Free Time8:14 – Emotional Hurdle #3: Staffing13:08 – Emotional Hurdle #4: Having a New Boss16:30 – Emotional Hurdle #5: Time and Effort17:57 – Emotional Hurdle #6: Loss of Status19:01 – Emotional Hurdle #7: The Next Generation Can't Run It19:45 – How to Get Over the Hurdles

In this episode, we explore the strategic and emotional process behind exit planning for business owners, featuring expert insights from the team at Growthink Capital. If you're a business owner thinking about selling your company—whether it's 1 year or 5 years away—this conversation is a must-watch.🔑 Key Topics Covered:

• Why you need to “start at the end” when planning a business exit
• How to define your ideal exit outcome: price, terms, legacy, succession, or lifestyle
• The most common mistakes sellers make—and how to avoid deal-killing misalignment
• Understanding valuation drivers: what buyers actually pay for
• Recurring revenue, brand equity, customer retention, and operational scalability
• How to attract strategic buyers and maximize exit value through synergies
• The importance of clean financials, corporate governance, and SOPs
• How to reduce owner dependency and prepare your leadership team
• What you need to know about deal structures, earnouts, and market timing💡 Whether you're exploring M&A, preparing for a capital event, or simply want to be "exit ready," this is your inside look at what makes a business truly valuable to buyers.📈 Ready to take action?Join a small group of like-minded entrepreneurs at the next Exit Ready Sprint and start mapping your path to a successful exit: https://www.theinsidemethod.com/exitr...🔗 Learn more about Growthink Capital, a leading investment bank helping entrepreneurs raise capital and exit successfully: https://growthinkcapital.com/--📩 Contact: [email protected]💼 Learn more about Growthink Capital → https://growthinkcapital.com/🚀 Join the Exit Ready Sprint → https://www.theinsidemethod.com/exitr...
  

In this episode, we explore the strategic and emotional process behind exit planning for business owners, featuring expert insights from the team at Growthink Capital. If you're a business owner thinking about selling your company—whether it's 1 year or 5 years away—this conversation is a must-watch.🔑 Key Topics Covered:- Why you need to “start at the end” when planning a business exit- How to define your ideal exit outcome: price, terms, legacy, succession, or lifestyle- The most common mistakes sellers make—and how to avoid deal-killing misalignment- Understanding valuation drivers: what buyers actually pay for- Recurring revenue, brand equity, customer retention, and operational scalability- How to attract strategic buyers and maximize exit value through synergies- The importance of clean financials, corporate governance, and SOPs- How to reduce owner dependency and prepare your leadership team- What you need to know about deal structures, earnouts, and market timing💡 Whether you're exploring M&A, preparing for a capital event, or simply want to be "exit ready," this is your inside look at what makes a business truly valuable to buyers.📈 Ready to take action?Join a small group of like-minded entrepreneurs at the next Exit Ready Sprint and start mapping your path to a successful exit: https://www.theinsidemethod.com/exitready🔗 Learn more about Growthink Capital, a leading investment bank helping entrepreneurs raise capital and exit successfully: https://growthinkcapital.com/--📩 Contact: [email protected]💼 Learn more about Growthink Capital → https://growthinkcapital.com/🚀 Join the Exit Ready Sprint → https://www.theinsidemethod.com/exitready

In this insightful episode, we sit down with Geoff Sokol to unpack the real cost of financial inaction, especially for entrepreneurs, small business owners, and high-income professionals. Framed through the lens of personal financial planning, behavioral finance, and exit strategy, this conversation explores why even the most organized business operators often neglect their own wealth building.We cover topics like the psychology behind inaction, the emotional triggers around money, how to gamify your personal finance, and why advanced planning can mean the difference between a powerful legacy and lost opportunity. Whether you're scaling a business, preparing for retirement, or navigating sudden wealth, this episode is packed with strategies and mindset shifts you can apply immediately.Learn how to align your financial plan with your goals, vision, and values. Discover how financial chaos, anxiety, and uncertainty sabotage success—and how to take control today.Contact: Geoff Sokol - [email protected]://gtria.com/https://growthinkcapital.com/--0:00 – Intro: Framing the cost of inaction in personal finance1:17 – The disconnect between business planning vs. personal planning3:33 – Making financial planning more digestible and relatable5:18 – Gamifying finances with real-time metrics and tax-advantaged tools (529 plans example)7:45 – Why knowing your numbers creates financial momentum10:01 – Anchoring your plan to goals, vision, and values13:26 – Financial anxiety: why people don’t look at their statements16:25 – The challenge of managing sudden wealth and windfalls20:02 – Exit planning for entrepreneurs nearing retirement22:59 – How lack of preparation kills negotiation leverage24:55 – The risks of procrastination in financial planning#FinancialFreedom#ExitPlanning#WealthMindset#EntrepreneurFinance#CostOfInaction

In this insightful video, Eddie Clay from Growthink Capital shares expert advice on what buyers, whether strategic or private equity, look for in potential deals.

Learn key strategies for evaluating acquisitions, understanding investor criteria, and preparing your business if you're a seller.

Discover essential tips on deal sourcing, valuation, due diligence, deal structuring, and negotiation tactics to maximize your success in the buy-side M&A landscape. Whether you're seeking growth capital or strategic partnerships, this video provides valuable insights to help you navigate the buy-side process effectively.

Contact Eddie Clay at growthink.com or [email protected] for more expert guidance on buy-side investments and deal preparation.

https://growthinkcapital.com/

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0:00 - Introduction

5:52 - Assessing quality of earnings

8:28 - The most overlooked metric

10:30 - Trade-offs

13:25 - Analyzing fluctuations in revenue

15:59 - What buyers value

17:00 - The value of organic growth

19:12 - The importance of culture

21:30 - Buy-side mandates

26:00 - Why now is a good time to buy a business

26:50 - Limiting beliefs about buying a business

28:34 - Parting thoughts

In this powerful and emotional episode of Entrepreneur Unscripted, we sit down with David Ergisi, the visionary CEO of the TyMe Cancer Institute Foundation—a groundbreaking cancer prevention center leading a new era of innovation in early detection, holistic health, and community-driven support.Founded in honor of David’s late son Tyler, whose courageous battle with cancer inspired a mission to transform how we fight this disease, the TyMe Foundation is not just a medical initiative—it’s a movement.Joining us for this intimate conversation is Antonio Barzagli, via Growthink Capital’s London office, and our host Tim Martinez, Sr. Advisor for Growthink. Together, we explore the personal story behind the foundation, the cutting-edge work being done at TyMe, and how innovation, empathy, and legacy are coming together to reshape cancer prevention for future generations.This is more than an interview—it’s a call to action. Whether you're an investor, entrepreneur, healthcare leader, or someone who’s been touched by cancer, this episode is one you won't want to miss.🔗 Learn more about the TyMe Cancer Institute Foundation Visit: www.tymeinstitute.comContact David Ergisi: [email protected]:   / david-m-ergisi-ccim-57888128  #CancerPrevention #TyMeFoundation #InnovationInHealthcare #DvideErgisi #AntonioBarzagli #GrowthinkCapital #ImpactLeadership #Legacy #HealthInnovation #Entrepreneurship

In this eye-opening conversation, we sit down with Antonio Barzagli from Growthink Capital’s London office to uncover the 8 biggest myths about business exits that can quietly destroy your valuation — or worse, cost you millions. Whether you’re a founder planning your first exit or an experienced entrepreneur eyeing your next big move, this is a must-watch.We break down:Why “waiting for the perfect offer” can backfireThe false belief that "revenue = value"How overestimating your company's uniqueness can scare off buyersAnd much more...Antonio brings deep insight from the front lines of M&A and capital advisory, helping founders maximize exit outcomes globally.📧 Connect with Antonio: [email protected]🌍 Learn more: www.growthink.com--0:00 - introductionMyth 1 - It's All About the Ebitda4:00 - Myth 2 - It's Going to Happen Quickly4:49 - Myth 3 - You Need to Be "Perfectly Ready"7:27 - Myth 4 - Doing It On Your Own (and picking the right team)11:18 - Myth 5 - One Check, All Cash Up Front14:26 - Myth 6 - There's One Way to do a Deal16:13 - Myth 7 - You'll Get What Your Neighbor Got18:10 - Myth 8 - It's Not Possible For You18:50 - Myth 9 (bonus) - It's Gonna Happen Eventually19:50 - Recap