Today I’m talking with Paul Moffett about what a family office is, and what selling a business to a family office is like. We’re talking about the difference between a family office, an independent office, and a private equity firm. Which is right for you? Who is a good candidate for your business?

What you will learn:

Paul’s background

What will it be like selling to a family office

What is a family office vs a private equity

The difference between those and independent offices

How Encore One is different from other family offices

Who is a good candidate for a family office?

The incentive to sell to a family office

How the management structure works

What are the questions you should ask of family offices?

What the economy looks like for a family office? 

Takeaway:

There are a ton of different options out there. Is a family office a good exit strategy for you? How can it help perpetuate your legacy? How can a family office ensure your happiness? How do you know if a family office is right for you?

Links and Resources:

Paul Moffatt, email: [email protected]

Paul Moffatt, phone: 952-656-4539

Paul Moffatt, LinkedIn

ARKONA Boot Camp

Reach out to me if you have questions about the boot camp!

 

About Paul:

As Director of Business Development for Encore One, Paul is responsible for sourcing and evaluating potential investments, structuring, and negotiating transactions, and working with portfolio companies. Prior to joining in 2017, Paul enjoyed a successful 16-year career in commercial banking, most recently as a Vice President in the Twin Cities Commercial Banking Group at U.S. Bank serving the banking and broad credit needs of the middle market. Paul lives in St Paul, MN with his wife, two boys and a golden-doodle. Paul enjoys working out at his neighborhood gym and family time; as well as non-fiction, volunteering and golf when he can get those in.

Today I’m talking with Paul Moffett about what a family office is, and what selling a business to a family office is like. We’re talking about the difference between a family office, an independent office, and a private equity firm. Which is right for you? Who is a good candidate for your business?

What you will learn:

Paul’s background

What will it be like selling to a family office

What is a family office vs a private equity

The difference between those and independent offices

How Encore One is different from other family offices

Who is a good candidate for a family office?

The incentive to sell to a family office

How the management structure works

What are the questions you should ask of family offices?

What the economy looks like for a family office? 

Takeaway:

There are a ton of different options out there. Is a family office a good exit strategy for you? How can it help perpetuate your legacy? How can a family office ensure your happiness? How do you know if a family office is right for you?

Links and Resources:

Paul Moffatt, email: [email protected]

Paul Moffatt, phone: 952-656-4539

Paul Moffatt, LinkedIn

ARKONA Boot Camp

Reach out to me if you have questions about the boot camp!

 

About Paul:

As Director of Business Development for Encore One, Paul is responsible for sourcing and evaluating potential investments, structuring, and negotiating transactions, and working with portfolio companies. Prior to joining in 2017, Paul enjoyed a successful 16-year career in commercial banking, most recently as a Vice President in the Twin Cities Commercial Banking Group at U.S. Bank serving the banking and broad credit needs of the middle market. Paul lives in St Paul, MN with his wife, two boys and a golden-doodle. Paul enjoys working out at his neighborhood gym and family time; as well as non-fiction, volunteering and golf when he can get those in.

Today I’m talking with Paul Moffett about what a family office is, and what selling a business to a family office is like. We’re talking about the difference between a family office, an independent office, and a private equity firm. Which is right for you? Who is a good candidate for your business?

What you will learn:

Paul’s background

What will it be like selling to a family office

What is a family office vs a private equity

The difference between those and independent offices

How Encore One is different from other family offices

Who is a good candidate for a family office?

The incentive to sell to a family office

How the management structure works

What are the questions you should ask of family offices?

What the economy looks like for a family office? 

Takeaway:

There are a ton of different options out there. Is a family office a good exit strategy for you? How can it help perpetuate your legacy? How can a family office ensure your happiness? How do you know if a family office is right for you?

Links and Resources:

Paul Moffatt, email: [email protected]

Paul Moffatt, phone: 952-656-4539

Paul Moffatt, LinkedIn

ARKONA Boot Camp

Reach out to me if you have questions about the boot camp!

 

About Paul:

As Director of Business Development for Encore One, Paul is responsible for sourcing and evaluating potential investments, structuring, and negotiating transactions, and working with portfolio companies. Prior to joining in 2017, Paul enjoyed a successful 16-year career in commercial banking, most recently as a Vice President in the Twin Cities Commercial Banking Group at U.S. Bank serving the banking and broad credit needs of the middle market. Paul lives in St Paul, MN with his wife, two boys and a golden-doodle. Paul enjoys working out at his neighborhood gym and family time; as well as non-fiction, volunteering and golf when he can get those in.

On today’s show, I talk with recession expert Jonathan Slain about his experience, parts of his recession plan, the importance of having a recession plan, and how to find the value of your business. Jonathan also talks about the book he and his cowriter (Paul Belair) wrote, “Rock the Recession”.

Jonathan is a business owner, a recession expert, an author, and an entrepreneur. He and his business partner and coauthor, Paul, have written a workbook and accompanying book about preparing for a recession (“Rock the Recession: How Successful Leaders Prepare for, Thrive During, and Create Wealth After Downturns”) and have a website dedicated to the topic, where you can find information about their programs, organizations, book (and workbook), and where you can find blog posts.

What you will learn:

The story behind the book, “Rock the Recession”

Jonathan’s background and experience

Paul’s background and experience

Jonathan and Paul’s exit from their businesses

The reason it is difficult for people to think about the future of their business, future exit strategy, and recession plans

The background behind the initial “Rock the Recession” workbook

What babyboomers scan do to transition to retirement

The first step: assessing your situation

Who you need to talk work with to assess your situation

Second gear: How to tune up your business

Freeing up people who aren’t A & B players

When do you pull the emergency brake?

Takeaway:

The importance of whiteboarding your recession plan so you can prosper in the future recession. Do you understand how ready you are for the next recession? Do you know what your company’s value is right now?

Links and Resources:

Jonathan Slain, LinkedIn

Recession.com

Jonathan’s free 20 question assessment

“Rock the Recession”, Amazon

ARKONA Boot Camp

Reach out to me if you have questions about the boot camp!

About Jonathan:

Jonathan Slain and his coauthor and business partner, Paul Belair, founded Recession.com to give entrepreneurs a free tool to assess their recession readiness at Recession.com/Ready.

On today’s show, I talk with recession expert Jonathan Slain about his experience, parts of his recession plan, the importance of having a recession plan, and how to find the value of your business. Jonathan also talks about the book he and his cowriter (Paul Belair) wrote, “Rock the Recession”.

Jonathan is a business owner, a recession expert, an author, and an entrepreneur. He and his business partner and coauthor, Paul, have written a workbook and accompanying book about preparing for a recession (“Rock the Recession: How Successful Leaders Prepare for, Thrive During, and Create Wealth After Downturns”) and have a website dedicated to the topic, where you can find information about their programs, organizations, book (and workbook), and where you can find blog posts.

What you will learn:

The story behind the book, “Rock the Recession”

Jonathan’s background and experience

Paul’s background and experience

Jonathan and Paul’s exit from their businesses

The reason it is difficult for people to think about the future of their business, future exit strategy, and recession plans

The background behind the initial “Rock the Recession” workbook

What babyboomers scan do to transition to retirement

The first step: assessing your situation

Who you need to talk work with to assess your situation

Second gear: How to tune up your business

Freeing up people who aren’t A & B players

When do you pull the emergency brake?

Takeaway:

The importance of whiteboarding your recession plan so you can prosper in the future recession. Do you understand how ready you are for the next recession? Do you know what your company’s value is right now?

Links and Resources:

Jonathan Slain, LinkedIn

Recession.com

Jonathan’s free 20 question assessment

“Rock the Recession”, Amazon

ARKONA Boot Camp

Reach out to me if you have questions about the boot camp!

About Jonathan:

Jonathan Slain and his coauthor and business partner, Paul Belair, founded Recession.com to give entrepreneurs a free tool to assess their recession readiness at Recession.com/Ready.

On today’s show, I talk with recession expert Jonathan Slain about his experience, parts of his recession plan, the importance of having a recession plan, and how to find the value of your business. Jonathan also talks about the book he and his cowriter (Paul Belair) wrote, “Rock the Recession”.

Jonathan is a business owner, a recession expert, an author, and an entrepreneur. He and his business partner and coauthor, Paul, have written a workbook and accompanying book about preparing for a recession (“Rock the Recession: How Successful Leaders Prepare for, Thrive During, and Create Wealth After Downturns”) and have a website dedicated to the topic, where you can find information about their programs, organizations, book (and workbook), and where you can find blog posts.

What you will learn:

The story behind the book, “Rock the Recession”

Jonathan’s background and experience

Paul’s background and experience

Jonathan and Paul’s exit from their businesses

The reason it is difficult for people to think about the future of their business, future exit strategy, and recession plans

The background behind the initial “Rock the Recession” workbook

What babyboomers scan do to transition to retirement

The first step: assessing your situation

Who you need to talk work with to assess your situation

Second gear: How to tune up your business

Freeing up people who aren’t A & B players

When do you pull the emergency brake?

Takeaway:

The importance of whiteboarding your recession plan so you can prosper in the future recession. Do you understand how ready you are for the next recession? Do you know what your company’s value is right now?

Links and Resources:

Jonathan Slain, LinkedIn

Recession.com

Jonathan’s free 20 question assessment

“Rock the Recession”, Amazon

ARKONA Boot Camp

Reach out to me if you have questions about the boot camp!

About Jonathan:

Jonathan Slain and his coauthor and business partner, Paul Belair, founded Recession.com to give entrepreneurs a free tool to assess their recession readiness at Recession.com/Ready.

My guest today is Dan Cooper, an author and entrepreneur. We talk about the book Dan has co-written (“Sharpen: A Guidebook for Business Ownership and Adventures in Leadership”), “plain glass versus stained glass”, his experiences in business ownership, his transition from being a CEO to life after business, part of his soul-searching journey, and his advice about looking in the mirror. What is the point of gaining the world if you lose your soul?

What you will learn:

Dan’s book and his entrepreneurial history 

How Dan co-founded ej4 (“YouTube for the Enterprise”)

“Riding the Wave” versus having a plan

How Dan changed his business model (service-based to training/content-based)

Dan’s process in growing his business

Dan’s “looking up” moment

Being the CEO of a successful company to “just being a dude”

What Dan learned and what he would have done differently

The importance of the coffee-lunch call, circles, and life plans

How Dan learned what he wanted from business (outside of money)

Why your ego is getting in your way and in the way of your business

What executive coaching can do for you

How can we use our businesses for good?

How to look at how you are spending your time

Dan’s definition of leadership

Dan’s advice for “past Dan”

Takeaway:

What is the ultimate goal of your company? How can you look in the mirror, set your ego aside, and address what is actually there for you and your business? Ways you can use your business to calculate your return on impact. What is making you happy? How can your business affect that? How are you married to your business?

Links and Resources:

Dan Cooper, LinkedIn

Acumen

Sharpen, Website

“Sharpen: A Guidebook for Business Ownership and Adventures in Leadership”, Amazon

ej4

ARKONA Boot Camp

Reach out to

My guest today is Dan Cooper, an author and entrepreneur. We talk about the book Dan has co-written (“Sharpen: A Guidebook for Business Ownership and Adventures in Leadership”), “plain glass versus stained glass”, his experiences in business ownership, his transition from being a CEO to life after business, part of his soul-searching journey, and his advice about looking in the mirror. What is the point of gaining the world if you lose your soul?

What you will learn:

Dan’s book and his entrepreneurial history 

How Dan co-founded ej4 (“YouTube for the Enterprise”)

“Riding the Wave” versus having a plan

How Dan changed his business model (service-based to training/content-based)

Dan’s process in growing his business

Dan’s “looking up” moment

Being the CEO of a successful company to “just being a dude”

What Dan learned and what he would have done differently

The importance of the coffee-lunch call, circles, and life plans

How Dan learned what he wanted from business (outside of money)

Why your ego is getting in your way and in the way of your business

What executive coaching can do for you

How can we use our businesses for good?

How to look at how you are spending your time

Dan’s definition of leadership

Dan’s advice for “past Dan”

Takeaway:

What is the ultimate goal of your company? How can you look in the mirror, set your ego aside, and address what is actually there for you and your business? Ways you can use your business to calculate your return on impact. What is making you happy? How can your business affect that? How are you married to your business?

Links and Resources:

Dan Cooper, LinkedIn

Acumen

Sharpen, Website

“Sharpen: A Guidebook for Business Ownership and Adventures in Leadership”, Amazon

ej4

ARKONA Boot Camp

Reach out to

My guest today is Dan Cooper, an author and entrepreneur. We talk about the book Dan has co-written (“Sharpen: A Guidebook for Business Ownership and Adventures in Leadership”), “plain glass versus stained glass”, his experiences in business ownership, his transition from being a CEO to life after business, part of his soul-searching journey, and his advice about looking in the mirror. What is the point of gaining the world if you lose your soul?

What you will learn:

Dan’s book and his entrepreneurial history 

How Dan co-founded ej4 (“YouTube for the Enterprise”)

“Riding the Wave” versus having a plan

How Dan changed his business model (service-based to training/content-based)

Dan’s process in growing his business

Dan’s “looking up” moment

Being the CEO of a successful company to “just being a dude”

What Dan learned and what he would have done differently

The importance of the coffee-lunch call, circles, and life plans

How Dan learned what he wanted from business (outside of money)

Why your ego is getting in your way and in the way of your business

What executive coaching can do for you

How can we use our businesses for good?

How to look at how you are spending your time

Dan’s definition of leadership

Dan’s advice for “past Dan”

Takeaway:

What is the ultimate goal of your company? How can you look in the mirror, set your ego aside, and address what is actually there for you and your business? Ways you can use your business to calculate your return on impact. What is making you happy? How can your business affect that? How are you married to your business?

Links and Resources:

Dan Cooper, LinkedIn

Acumen

Sharpen, Website

“Sharpen: A Guidebook for Business Ownership and Adventures in Leadership”, Amazon

ej4

ARKONA Boot Camp

Reach out to

My guest today is Dan Cooper, an author and entrepreneur. We talk about the book Dan has co-written (“Sharpen: A Guidebook for Business Ownership and Adventures in Leadership”), “plain glass versus stained glass”, his experiences in business ownership, his transition from being a CEO to life after business, part of his soul-searching journey, and his advice about looking in the mirror. What is the point of gaining the world if you lose your soul?

What you will learn:

Dan’s book and his entrepreneurial history 

How Dan co-founded ej4 (“YouTube for the Enterprise”)

“Riding the Wave” versus having a plan

How Dan changed his business model (service-based to training/content-based)

Dan’s process in growing his business

Dan’s “looking up” moment

Being the CEO of a successful company to “just being a dude”

What Dan learned and what he would have done differently

The importance of the coffee-lunch call, circles, and life plans

How Dan learned what he wanted from business (outside of money)

Why your ego is getting in your way and in the way of your business

What executive coaching can do for you

How can we use our businesses for good?

How to look at how you are spending your time

Dan’s definition of leadership

Dan’s advice for “past Dan”

Takeaway:

What is the ultimate goal of your company? How can you look in the mirror, set your ego aside, and address what is actually there for you and your business? Ways you can use your business to calculate your return on impact. What is making you happy? How can your business affect that? How are you married to your business?

Links and Resources:

Dan Cooper, LinkedIn

Acumen

Sharpen, Website

“Sharpen: A Guidebook for Business Ownership and Adventures in Leadership”, Amazon

ej4

ARKONA Boot Camp

Reach out to