The Exit Plan Podcast

Matt Rinkey is a wealth advisor and certified exit planner who specializes in helping entrepreneurs and real estate investors maximize their business value and achieve their financial goals. With a background in family office, hedge fund, and real estate, Matt brings a wealth of experience to support his clients in building the right strategies for wealth creation and life aspirations.

Through his boutique team's comprehensive approach and flat fee model, Matt serves as a valuable resource for entrepreneurs, providing guidance on day-to-day financial questions and major life-altering events. His expertise focuses on integrating personal and business planning, exit planning, and creating customized investment checklists to help clients prioritize their business growth and avoid common pitfalls.

"So how do we make them better as investors? And that's just not by, hey, send your money here."

Key themes included:

1. Gaining expertise from clients and members

2. Entrepreneurial strategies for tax planning

3. Evaluating financial team and wealth creation

4. Exit planning and maximizing business value

5. Investing based on core values, checklist

6. Integrating personal aspirations with business goals

7. Importance of early planning for entrepreneurs

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Website: http://www.illuminationwealth.com/

Contact: [email protected]

LinkedIn: https://www.linkedin.com/in/mattrinkey/

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Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

Subscribe to Dana's weekly newsletter at https://www.danarobinson.com

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If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!

Lee is a value creation expert, a skill not commonly discussed when it comes to scaling and preparing for exits. I know you listeners would love to hear about his practical tools and insights on this.

Lee is also a 2x bestselling author with over 30 years of experience in the business world and currently the CEO of Execute to Win. He has founded and led seven companies, including Able Aerospace, which he grew from two to 500 employees and 2,000 customers in 60 countries culminating in a 9-figure exit in 2016.

"How would you like to create value in the world?"

Key themes included:

1. Value creation as the key business focus

2. Importance of aligning business model and strategy

3. Benson's methodology applicable to all business sizes

4. Benson's entrepreneurial journey

5. Simplicity and focus in business growth frameworks

6. Criticisms of higher education's lack of practicality

7. Fostering value creation mindset in youth

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Website: www.etw.com

Contact: [email protected]

LinkedIn: https://www.linkedin.com/in/lee-benson-5b6101/

X: https://twitter.com/executetowin?lang=en-GB

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Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

Subscribe to Dana's weekly newsletter at https://www.danarobinson.com

—

If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!

Brad Baldridge is a financial advisor specializing in college planning, helping families navigate the complex landscape of college costs and financial aid. With a background in engineering, Brad transitioned into financial advising and found his niche in assisting clients with the increasingly challenging task of managing college expenses.

He emphasizes the importance of individualized approaches to college planning, considering each student's unique needs, abilities, and career aspirations. Brad's expertise extends beyond college planning to comprehensive financial portfolio management, offering a holistic approach to financial advising for his clients.

"If you take a $60,000 school and you get 35,000 of scholarships and you're down to 25, that's about where the state school probably is going to be. Either way, you still have to pay 30,000. So that's the next step, right, is how do we pay that efficiently?"

Key themes included:

1. Financial planning strategies for businesses and families

2. Multiple paths to success beyond college

3. Complex situations require early, specialized planning

4. Entrepreneurial lessons from "The King's Fly Swatter"

5. College costs, aid, and efficient payment options

6. Financial aid challenges for entrepreneurs' income assessment

7. Importance of specialized advisors for college planning

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Website: www.tamingthehighcostofcollege.com

Contact: https://tamingthehighcostofcollege.com/contact/

LinkedIn: https://www.linkedin.com/in/bradbaldridge/

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Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

Subscribe to Dana's weekly newsletter at https://www.danarobinson.com

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If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!

Tommy Vincent is a dynamic entrepreneur with a rich background in sales, technology, and mental health businesses. Passionate about finance, his latest venture, Hub Analytics, focuses on automating repetitive accounting tasks and enhancing financial management for small businesses.

By prioritizing customer feedback and maintaining a lean approach, Tommy aims to guide entrepreneurs in exit planning and achieving their financial goals. His journey from successful exits to innovative startups underscores the high-risk, high-reward nature of entrepreneurship, inspiring others with his commitment to long-term success.

Key themes included:

1. Customer-Centric Approach

2. Entrepreneurship Journey and Insights

3. Financial Reporting and Accuracy

4. Importance of Strong Networks

5. Long-term Success Planning

6. Automating Accounting Tasks with AI

7. Exit Planning and Succession

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Website: https://hub-analytics.com/

Email: [email protected]

LinkedIn: https://www.linkedin.com/company/hub-analytics-software/?viewAsMember=true

Facebook: https://www.facebook.com/profile.php?id=61554597001535

Instagram: https://www.instagram.com/hub.analytics/

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Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

Subscribe to Dana's weekly newsletter at https://www.danarobinson.com

—

If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!

Michael Frew worked for two decades as an engineer, developer, and software architect on hundreds of consulting engagements with corporations, including Lockheed Martin's Artificial Intelligence Labs, IBM, Microsoft, Amazon, Salesforce, and FireEye/Mandiant. He received his B.S. and MBA in Business and Economics while studying in China, Hong Kong, and The Netherlands, as well as several post-graduate information security certifications. Following his corporate career, Michael pivoted to Acquisition Entrepreneurship, acquiring software/SaaS companies and using his boot-strapped funds to purchase multiple 6 and 7-figure businesses from brokers such as Empire Flippers, FE International, and Quiet Light Brokerage. Currently, Michael manages a growing 8-figure portfolio of cloud-based software companies, collectively generating a 7-figure pre-tax income annually. Michael's insights on digital business acquisitions and operations have been featured in dozens of media outlets like FE International, Indie Hackers, and Empire Flippers.

Key themes included:

1. Business Lifecycle Understanding in SaaS

2. Financial Literacy in M&A

3. Small to Large Acquisition Journey

4. Importance of CPA in Acquisitions

5. Challenges in Accounting Reconciliation

6. Seller-Buyer Relationship Importance

7. Diverse Team for Scaling Businesses

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Website: www.michaelfrew.com/

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/michaelfrew/

YouTube: https://www.youtube.com/@michaelfrew

X: https://twitter.com/point_of_frew

Instagram: https://www.instagram.com/point_of_frew/

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Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

Subscribe to Dana's weekly newsletter at https://www.danarobinson.com

—

If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!

Joining us is Dr. Mark Stiving, a passionate advocate for empowering B2B organizations to win more business at higher prices by unlocking the secrets of their buyers' minds. As a published author, beloved professor, and sought-after speaker, Mark shares invaluable insights on how to strategically price, package, and sell products based on the value they deliver. With a wealth of experience working with organizations of all sizes, he brings practical tools and simple concepts to help businesses understand the value they bring and get paid accordingly. Get ready for a conversation with actionable strategies for achieving better pricing and profitability. For over 25 years, Dr. Mark Stiving has been a guiding force for private equity firms and SMB organizations, unlocking the path to increased profits through strategic pricing, packaging, communication, and value-driven sales. Holding a Ph.D. in pricing from U.C. Berkeley, he authored three influential books: "Impact Pricing - Your Blueprint for Driving Profits," "Win Keep Grow - How to Price and Package to Accelerate Your Subscription Business," and "Selling Value - How to Win More Deals at Higher Prices." Mark's diverse career spans pricing, marketing, product management, and private equity dynamics, offering a unique perspective for companies of all sizes and stages. His deep knowledge of buyer behavior informs his understanding, empowering businesses across industries to deliver invincible profits. With a wealth of experience, Mark continues to assist organizations in comprehending their value propositions and securing equitable compensation through practical tools and concepts.

Key themes included:

1. Articulating customer value and pricing.

2. Solving customer problems effectively.

3. Value table exercise components.

4. Price segmentation and strategies.

5. Market segmentation understanding.

6. Raising prices with confidence.

7. "Will I" decision importance.

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Website: www.impactpricing.com/

Email: [email protected]/

LinkedIn: https://www.linkedin.com/in/stiving/

YouTube: https://www.youtube.com/channel/UCKnZPFHa_GIDSKlHv_jdYgQ

Podcast: https://podcasts.apple.com/us/podcast/impact-pricing/id1449435549

Blog: https://impactpricing.com/blog/

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Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

Subscribe to Dana's weekly newsletter at https://www.danarobinson.com

—

If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!

Jonathan Baker heads up the M&A practice at Punctuation, a small advisory practice working exclusively with small to mid-sized independent marketing services firms. He has worked on dozens of deals both inside and outside the industry and brings a unique perspective as a fellow owner who has gone through the process himself.

He graduated from Emory University's Goizueta Business School in 2005. His career began at a small boutique marketing strategy consultancy. There, he was able to do marketing strategy and positioning work for many well-known Fortune 500 CPG companies.

In 2011, he left to start a craft brewery, Monday Night Brewing, where his focus was on marketing, sales, and taprooms. After helping his business partners grow to 180+ employees and numerous locations, Jonathan stepped away from the day-to-day to head up the M&A practice at Punctuation.

Key themes included:

1. Importance of firm positioning and expertise

2. Recurring revenue for business stability

3. Business development processes and financial expertise

4. Emotional toll of M&A process

5. Early preparation for business sale

6. Role of intermediaries in M&A

7. Transparent and fair negotiation strategies

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Website: www.puntuation.com/

Email: [email protected]

On LinkedIn: www.linkedin.com/jonathandavidbaker/

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Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

Subscribe to Dana's weekly newsletter at https://www.danarobinson.com

—

If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!

Jenna Biancavilla is an award-winning entrepreneur, wealth advisor, and captivating public speaker whose life mission is to positively impact others. As the Founder and CEO of Pearl Capital Management, a holistic, fee-only fiduciary financial planning firm, she advises on over $180 Million of assets under management.

At the core of her work, Jenna is relentless in supporting, educating, and uncompromisingly helping every client align their use of capital with their personal goals and philanthropic values. Jenna also leads the Arcadia Team of Geneva Financial, a home loan company, showcasing her versatility and expertise in different facets of the financial industry. In her newest venture, Svvy, co-founded by her and her sister, Jenna aims to revolutionize the financial services industry by creating a platform that weeds out predatory salespeople and protects women and their wealth.

Jenna Biancavilla's story is a testament to the impact one individual can make in the financial world and beyond. Her dedication to her clients, her advocacy for women's financial empowerment, and her philanthropic endeavors exemplify her as a true force for positive change. Through her expertise, passion, and commitment, Jenna continues to leave a lasting mark, uplifting lives and creating a more equitable and prosperous future for all.

Key themes included:

1. Exit Planning: Early Preparation Importance

2. Professional Advice: 6-12 Months Prior

3. Financial Diversification: Securing Personal Finances

4. Identity Separation: Business vs. Personal

5. Imposter Syndrome: Growth and Overcoming

6. Advanced Financial Literacy Course

7. Tax Planning: Proactive Strategies

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Website: www.pearlcapitalmanagement.com or www.besvvy.com

On LinkedIn: www.linkedin.com/in/jennabiancavilla/

On Instagram: www.instagram.com/jennabiancavilla/

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Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

Subscribe to Dana's weekly newsletter at https://www.danarobinson.com

—

If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!

Phillip Cooper has nearly three decades of experience in investment banking, commercial banking, and corporate leadership. He has worked with clients in the industrial, manufacturing, business services, oil and gas, restaurants, communications, transportation/airline, consumer/retail, and aerospace and defense sectors.

He's seen market fluctuations impact deal volumes and business valuations and knows how to prepare owners for smooth transitions and successful sales. Through his work at Palm Tree LLC, Phillip specializes in providing sell-side M&A services, debt proposals, and consulting, emphasizing transparency and reliability at every step.

"You should run your business from day one, like, you're going to sell it the next day."

Key themes included:

1. Business Valuation and Market Impact

2. Challenges of Failed Deals

3. Financial Reporting and Due Diligence

4. Importance of Trust in Transactions

5. Deal Structure and Valuation Gaps

6. Seller Preparedness and Exit Planning

7. Role of Investment Bankers

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Website: www.palmtreellc.com

On LinkedIn: https://www.linkedin.com/in/phillip-cooper-43a1908/

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Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

Subscribe to Dana's weekly newsletter at https://www.danarobinson.com

—

If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!

Jason Somerville is a seasoned entrepreneur and investment banking professional with nearly 20 years of experience in capital markets, M&A, strategic planning, business operations, and brand building. He is the Founding Partner of GW Partners.

"I want to let the next owner do that. And I'm happy to kind of, we'll say, leave meat on that bone effectively for that new owner to go and do that."

Key themes included:

1. Market Understanding and Strategy

2. Importance of Mentorship

3. Benefits of Franchise Models

4. Strategic Partnerships and Joint Ventures

5. Financial Efficiency and Growth

6. Utilizing SaaS and ERP Technologies

7. Preparing Business for Exit Strategies

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Website: www.gw.partners/

On LinkedIn: https://www.linkedin.com/in/jason-somerville-7273b71a/

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Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

Subscribe to Dana's weekly newsletter at https://www.danarobinson.com

—

If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!