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Mastering Your Exit Strategy
Mastering Your Exit Strategy episodes
- Sandra Finch - Maximizing Your Exit Through Tax Savings
Here are the things to expect in this episode:
- The smartest thing a business owner can do before selling their business
- A strategy for saving tax dollars during a sale
- What is a Texas Shoot-out clause?
- Selling a business at the wrong value - or buyer!
- And much more!
About Sandra Finch::
Sandra Finch is the owner of Finch CPA Firm and Finch Exit Strategies in Houston, Texas. She has over 35 years of experience in tax strategies and, most recently, tax-leveraged sales and deal strategies. She is also the author of 50 Ways to Leave Your Business.
Connect with Sandra!
Websites: https://www.finchcpafirm.com/ | https://www.finchstrategies.com/
LinkedIn: https://www.linkedin.com/company/finch-cpa-firm/
50 Ways to Leave Your Business: https://www.amazon.com/Ways-Leave-Your-Business-There/dp/0578958112
Connect with Christine!
Website: https://www.pinnacleexitgroup.com
Facebook: https://www.facebook.com/christine.trumbull.31
LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk
36 min - Kaitlyn Carlson - Financial Planning & Its Significance in Your Exit Strategy
Here are the things to expect in this episode:
- Why do business owners need a financial plan?
- What is a financial plan? What does it entail?
- The importance of a valuation
- Why you should hire an outsourced CFO
- And much more!
About Kaitlyn Carlson:
Kaitlyn is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States.
Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in both the southern and northeastern regions of the U.S. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments.
Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®). Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life.
Kaitlyn lives in Marblehead, MA, with her husband, Jake, their son, Russell, and affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston.
Connect with Kaitlyn!
Website: https://theoryplanning.com/
LinkedIn: https://www.linkedin.com/in/kaitlyncarlson1/
Instagram: https://www.instagram.com/theoryplanningpartners/
Connect with Christine!
Website: https://www.pinnacleexitgroup.com
Facebook: https://www.facebook.com/christine.trumbull.31
LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk
24 min - Darrell Pressley - Integrating Strategic Communications in Your Transition Planning
Here are the things to expect in this episode:
- What role do communications and public relations play in transition planning?
- Six steps in making a communications plan for your business
- Other communication elements to consider in your exit strategy
- What does a communications strategy look like?
- And much more!
About Darrell Pressley:
Darrell S. Pressley is an award-winning communicator with more than 30 years of experience as a journalist, public relations executive, and spokesperson. He is the Principal of Pressley Media Group, LLC, a full-service public relations firm in the Baltimore area. PMG helps companies strengthen relationships with clients, elevate their brands, and prepare for a crisis through media relations, international and external communication strategies, and crisis communications.
Connect with Darrell!
Website: https://pressleymediagroup.com/
Facebook: https://www.facebook.com/pressleymedia
LinkedIn: https://www.linkedin.com/in/darrell-s-pressley-994992220/
Essential Communications for Leaders: https://pressleymediagroup.com/executive
Connect with Christine!
Website: https://www.pinnacleexitgroup.com
Facebook: https://www.facebook.com/christine.trumbull.31
LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk
26 min - Christine Trumbull - How To Handle Conflicting Business Transfer Opinions Within Your Family
Here are the things to expect in this episode:
- What to do when family members don’t agree with your transfer decisions?
- How to get your money's worth from a family business transfer
- Why estate planning is an integral part of your exit process
- And much more!
Connect with Christine!
Website: https://www.pinnacleexitgroup.com
Facebook: https://www.facebook.com/christine.trumbull.31
LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Let’s talk! Visit this link to schedule a session.
https://calendly.com/christine-masteringyourexit/letstalk
12 min - Christine Trumbull - Can Family Business Transfers Succeed?
Here are the things to expect in this episode:
- Different scenarios that occur when transferring business to a family member
- What are the challenges to consider with a family business transfer?
- The key to making a family business transfer work
- And much more!
Connect with Christine!
Website: https://www.pinnacleexitgroup.com
Facebook: https://www.facebook.com/christine.trumbull.31
LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Let’s talk! Visit this link to schedule a session.
https://calendly.com/christine-masteringyourexit/letstalk
7 min - Christine Trumbull - Fairness and Equity Among Family Members
Here are the things to expect in this episode:
- How to handle asset distribution to family members
- What’s the difference between fairness and equity?
- The tale of Bob the Builder
- And much more!
Connect with Christine!
Website: https://www.pinnacleexitgroup.com
Facebook: https://www.facebook.com/christine.trumbull.31
LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Let’s talk! Visit this link to schedule a session.
https://calendly.com/christine-masteringyourexit/letstalk
9 min - Christine Trumbull - Is a Family Transfer Right for Your Business?
Here are the things to expect in this episode:
- What is a family transfer?
- Benefits of transferring your business to a family member
- Possible challenges when choosing family business transfer
- And much more!
Connect with Christine!
Website: https://www.pinnacleexitgroup.com
Facebook: https://www.facebook.com/christine.trumbull.31
LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Let’s talk! Visit this link to schedule a session.
https://calendly.com/christine-masteringyourexit/letstalk
9 min - Nicholas Brown - Maximizing Your eCommerce Business Exit
Here are the things to expect in this episode:
- Differences in valuing an eCommerce and traditional business
- Key factors that can increase or decrease a business's valuation
- How to make an eCommerce business attractive for sale?
- And much more!
About Nicholas Brown:
Nicholas is the Head of M&A at Dragonflip. He has worked in mergers and acquisitions since 2015 and holds the certified business intermediary designation from the IBBA. He has a Master’s in Business Administration from the University of Florida and a Master’s in Public Administration from the University of Southern California.
Connect with Nicholas!
Website: https://dragonflip.com/en/
LinkedIn: https://www.linkedin.com/company/19075370/
Connect with Christine!
Website: https://www.pinnacleexitgroup.com
Facebook: https://www.facebook.com/christine.trumbull.31
LinkedIn: https://www.linkedin.com/in/christine-trumbull/
21 min - Jason Buck - How to Hedge Entrepreneurial Risks
Here are the things to expect in this episode:
- What is a Cockroach portfolio?
- Why you should have both offensive and defensive assets
- What are the drawbacks of 60/40 portfolios?
- Mindset shifts needed for business owners who sell their company
- And much more!
About Jason Buck:
Jason Buck is an entrepreneur and trader specializing in volatility, options hedging, and portfolio construction. After living through 2008 as a commercial real estate developer, Jason became focused on how investors could better manage their risk. He spent the following decade consulting on portfolio construction and building bespoke long volatility strategies for family offices and high-net-worth individuals.
This experience in cross-asset class trading spotlighted the need to create diversified long volatility and tail risk fund designed to hedge the risks associated with economic downturns. In addition to his role as the CIO of Mutiny Fund, Jason is regularly sought after and recognized for his work as a public speaker and media personality in the finance space. He is a frequent contributor to several outlets including Real Vision, Top Traders Unplugged, and Blockworks, where viewers tune in weekly for his popular live YouTube show "Pirates of Finance." Jason has been featured in Business Insider and ETF Trends as well as several podcasts including Resolve Riffs, The Meb Faber Show, The Business Brew, Dr. Dark After Dark, The Derivative, The Acquirers Podcast, and Value After Hours and is the co-host of The Mutiny Investing Podcast. A former D1 soccer player and IMG academy graduate, Jason currently resides in Napa Valley, California.
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Connect with Jason!
Website: https://mutinyfund.com/
Twitter: https://twitter.com/jasonmutiny
Connect with Christine!
Website: https://www.pinnacleexitgroup.com
Facebook: https://www.facebook.com/christine.trumbull.31
LinkedIn: https://www.linkedin.com/in/christine-trumbull/
30 min - Kelley Powell - Why Consider Private Equity as a Partner in Your Exit Strategy
Here are the things to expect in this episode:
- Exploring private equity and its potential role in your exit strategy
- The importance of finding the right private equity partner
- Why ensuring business alignment is crucial to your exit strategy
- And much more!
About Kelley Powell:
Kelley Powell is the best-selling author of "Courage To Lose Sight of Shore: How to Partner with Private Equity to Grow Your Business with Confidence". As an Investor, Board Member, and CEO of MacLaurin Group, a global advisory firm supporting private equity-backed companies in growth and M&A, Kelley has extensive experience in leading investment-backed companies. Kelley is an authentic and inspiring leader who creates high-performance cultures and drives transformative growth. She strongly believes team and company success is directly tied to building deep, long-lasting trusted relationships and client success.
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Connect with Kelley!
Website: https://kelleywpowell.com/
LinkedIn: https://www.linkedin.com/in/kelleywpowell/
Email: [email protected]
My first Forbes full feature article:
https://www.forbes.com/sites/forbesbusinesscouncil/2022/09/02/three-ways-to-be-more-authentic-in-business/?sh=4a9d6a834f4b
Link to my book “Courage to Lose Sight of Shore: How to Partner with Private Equity to Grow Your Business with Confidence”: https://geni.us/couragetolosesight
“Scaling Up with Verne Harnish” Event link: https://www.eventbrite.com/e/scaling-up-with-verne-harnish-tickets-266291283397
Connect with Christine!
Website: https://www.pinnacleexitgroup.com
Facebook: https://www.facebook.com/christine.trumbull.31
LinkedIn: https://www.linkedin.com/in/christine-trumbull/
38 min
About Mastering Your Exit Strategy
From the publisher's feed
According to The BEI 2019 Business Owner Survey Report, 79% of successful business owners hope to exit their companies within the next 10 years. Over 74% of them rely on their businesses for more than half their personal income and more than half would exit today if they could afford it. But, about 80% of owners have not created a plan to transfer ownership and 100% of business owners will leave their businesses, whether planned or not. And finally, more than 70% of businesses that are put on the market DO NOT SELL!
You've spent years working this business. Wouldn't you rather be in control of where, when and how you want to leave your business. Don't you want to get the most value from your business?
It doesn't have to be complicated. In fact, building your business to maximum value and transitioning out is as simple as creating a plan and ruthlessly executing it. But it takes time. It doesn't happen overnight or by chance.
Each week Christine talks to experts from all walks of life, from CEOs, professional advisors, therapists and visionaries.
Our guests are giving you step-by-step business strategies and personal development to increase and maximize the value of your business and plan a transition out that allows you peace of mind, financial security and an exciting next step.
I’m thrilled you decided to join us.
Christine