In this episode I interview guest Jacqueline who is also a sale-side advisor who specializes in selling RIAs - Registered Investment Advisor firms. She brings a wealth of knowledge to the table and insight about the importance of company cultural alignment to a transaction. It isn't always just about the money when we sell a business. Enjoy!

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Bsalesgroup.com
DesignMySale.com

In this episode, I welcome Shawn Richards, the founder of Blue Sky Business Consulting. Shawn shares his unique approach to business advising, focusing on helping businesses transition from a growth model to a scaling model. He discusses the four key areas he addresses: financial systems, systems and operations, leadership and team development, and emotional well-being. 

Visit us at:
Bsalesgroup.com
DesignMySale.com

In this episode I interview insurance expert Van Carlson, an insurance risk reduction expert and the owner of SRA.   Van reveals how business owners can use IRS Code Section 831b to defer taxes and reduce risk, especially in anticipation of the sale of their business. This powerful, yet obscure structure is coming to light for small business owners.  In the past it has been used mostly by Fortune 500 companies.

Visit us at:
Bsalesgroup.com
DesignMySale.com

Visit us at:
Bsalesgroup.com
DesignMySale.com

In this episode we discuss how NOT to catch the Cinderella Syndrome when negotiating a LOI or IOI.  I reveal our unique AI tool which will scan your offer document after  you scrub it for the sensitive information, outlining the  vulnerabilities and deficiencies in the offer so you can easily pinpoint what you need to focus on.  Then,  yes, of course, you will receive tips and tactics for negotiating the best possible price and terms for the sale of your business. 

Visit us at:
Bsalesgroup.com
DesignMySale.com

The advent of Artificial Intelligence (AI) is changing the way we do business. It has impacted the business of selling businesses as well. In this episode we go international as I interview a world renowned expert in business consulting, Dr. Joe O'Mahoney, Professor at Cardiff University in Whales about the impact of AI on business consulting and selling a business.  Dr. O'Mahoney shares valuable insight about the direction of and impact of AI on M&A transactions.  

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Bsalesgroup.com
DesignMySale.com

Working Capital is something that all too often is the reason the sale of a business fails. This episode is designed for Business Brokers and M&A professionals to discuss the need for addressing Working Capital early on in the transaction to increase the likelihood of the transaction closing. 

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Bsalesgroup.com
DesignMySale.com

In this episode we discuss the Entrepreneurial Operating System (EOS) Worldwide and how Steele Kizerian, an EOS Integrator, helps business owners scale and prepare their businesses for a future sale. 

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Bsalesgroup.com
DesignMySale.com

This episode helps business owners prepare for a meeting with a buyer. As a M&A Advisor I often get asked by business owners what are some good questions to ask a buyer when they meet with them.  I have kept a list of good questions that my seller clients have asked buyers over the years and this episode reveals this list.  Meetings with buyers should include questions from buyers and questions from sellers.  You don't want to go to these meetings unprepared.  Smart sellers will not only answer a buyer's questions, they will have a list of questions to ask as well.  Buyers like working with smart sellers who have thought about what it is important to them.  Enjoy!

Visit us at:
Bsalesgroup.com
DesignMySale.com

I have learned over the years that you never know everything. In this episode we go international with Canadian Scott Duke, the founder of Open Road. We talk about his services, what he does and how his process is unique in the business. Scott and I are in the same space in non-competing markets and do much of the same type of M&A work. Scott shares his insights about selling a business. 

Visit us at:
Bsalesgroup.com
DesignMySale.com

The initial step (some call it the Triggering Event) in Exit Planning or Financial Planning is doing a formal confidential valuation.  In this episode we talk about my company, My Biz Value and how we fill the much-needed gap of obtaining an affordable confidential valuation for your business.

Visit us at:
Bsalesgroup.com
DesignMySale.com