In this video I interview Chris, Sam, and Luke Jordan. Chris built a multi-million dollar AVL integration company, and then sold it to his sons. We discuss how to do this type deal correctly so that everyone comes out happy.

I’m Derek Moffatt, CFP®, CExP™, host of the Leave My Business Well Podcast, where we help business owners plan smart, successful exits. Each episode focuses on exit planning, business succession, and financial strategies designed to protect what you’ve built and prepare you for life after the business.

Learn more: https://www.moffattfinancialstrategies.com

In this episode we discuss preparing to take a passive ownership role at your business.

I’m Derek Moffatt, CFP®, CExP™, host of the Leave My Business Well Podcast, where we help business owners plan smart, successful exits. Each episode focuses on exit planning, business succession, and financial strategies designed to protect what you’ve built and prepare you for life after the business.

Learn more:

https://www.moffattfinancialstrategies.com

In this video we discuss preparing your business for an IPO event, or going public.

I’m Derek Moffatt, CFP®, CExP™, host of the Leave My Business Well Podcast, where we help business owners plan smart, successful exits. Each episode focuses on exit planning, business succession, and financial strategies designed to protect what you’ve built and prepare you for life after the business.

Learn more: https://www.moffattfinancialstrategies.com

In this episode of the Leave My Business Well Podcast, we discuss everything you need to know in order to sell your business to a third party. 

Learn more:

https://www.moffattfinancialstrategies.com

In this episode of the Leave My Business Well Podcast, we discuss everything you need to know in order to sell your business to a partner. Learn more: https://www.moffattfinancialstrategies.com

In this episode of the "Leave My Business Well" podcast, hosts Derek and Jennifer Moffatt delve into the concept of becoming a passive business owner.  This episode delves into the pros and cons of maintaining ownership after exiting daily operations.

Join Derek and Jennifer as they discuss the potential benefits and challenges of selling your business to a third party/

In this insightful episode, Hosts Derek Moffatt and Jennifer, his wife and business partner, delve into the complexities and strategies around selling your business to key employee groups (KEGs). They explore various aspects of this exit strategy, providing valuable insights for business owners.

Investment advice offered through Moffatt Financial Strategies, a registered investment advisor.

In this insightful episode of "Leave My Business Well," Derek and Jennifer Moffatt delve into the complexities of family business transfers. They explore a range of topics, providing valuable insights for business owners and key employees aspiring to take over family businesses.

In this episode of the Leave My Business Well podcast, hosts Derek and Jennifer Moffatt delve into various strategies for business owners to consider when planning their exit. The discussion covers the complexities and nuances of each exit strategy, offering insights for business builders and owners.