The Exit - Presented By Flippa

Want a quick estimate of how much your business is worth?

With our free valuation calculator, answer a few questions about your business, and you’ll get an immediate estimate of the value of your business.

You might be surprised by how much you can get for it: https://flippa.com/exit

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What makes a business truly valuable to a potential buyer, and how can owners avoid the costly mistakes that threaten a successful exit? In this episode of The Exit, host Steve McGarry sits down with Natalia Zacharin, Founder and CEO of Zacharin Consulting, to explore the financial strategies and operational decisions that can significantly impact a company's valuation. Natalia shares her journey from struggling as a single mother to building a rapidly growing accounting and fractional CFO firm, along with her firsthand experience helping business owners prepare for acquisitions and exits. From maintaining accurate financial records and understanding EBITDA to separating personal expenses and reducing founder dependency, she explains what buyers actually look for when evaluating a business.

Steve and Natalia also discuss why preparing for an exit should begin years before a sale, how to determine the right time to sell, and the common mistakes that can dramatically reduce a company's value. Natalia shares a striking example of similar businesses receiving vastly different valuation multiples due in part to the quality of their financial records, highlighting why proper bookkeeping and financial transparency are essential. They also explore the importance of building strong teams, documenting operational processes, eliminating unnecessary expenses, and creating a business that can thrive without its founder. Whether you're preparing to sell your company or simply looking to build a more profitable and sustainable business, this conversation offers practical insights into maximizing long-term value and positioning yourself for a successful exit.

Natalia’s LinkedIn - https://www.linkedin.com/in/growyourbottomline/

Zacharin Consulting Website - https://zacharinconsulting.com/theexit/

Zacharin Consulting Instagram - https://www.instagram.com/growyourbottomline/

Steve’s LinkedIn - https://www.linkedin.com/in/thestevemcgarry/


Key Chapters:
00:00 Episode Introduction
01:06 Meet Natalia Zacharin and her entrepreneurial journey
02:22 Building Zacharin Consulting and fractional CFO services
03:42 Preparing financial records for a business sale
06:05 Common financial mistakes that hurt valuations
07:25 Owner salaries and reducing founder dependency
08:33 Managing debt, profitability, and cash flow
10:31 How early should you prepare for an exit?
12:11 The importance of professional advisors
14:19 Understanding the emotional side of selling
14:46 When is the right time to sell your business?
17:42 Setting realistic expectations for exit valuations
19:02 Costly mistakes business owners make before selling
20:05 How clean financials impact valuation multiples
21:08 Building a business that runs without its founder
22:08 Improving company culture and eliminating unnecessary expenses
23:47 Documenting systems and processes for a successful exit
25:10 Natalia's advice to her younger self
26:09 Zacharin Consulting and closing remarks


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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Want a quick estimate of how much your business is worth?


With our free valuation calculator, answer a few questions about your business, and you’ll get an immediate estimate of the value of your business.


You might be surprised by how much you can get for it: https://flippa.com/exit


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What happens when the company you spent 30 years building is nearly destroyed after you sell it? In this episode of The Exit, host Steve McGarry sits down with Jeffrey House, founder of Ace Cider, to discuss how he helped pioneer America's modern hard cider industry, built a nationally recognized brand, and eventually sold the business for nearly $60 million. Starting with just $1,000 and a move from England to California, Jeffrey went from importing British beer to founding Ace Cider in 1993, growing it into a nationally distributed brand with approximately 20% annual growth and 11 consecutive Hot Brand awards.


Despite decades of success, personal health challenges and mounting business pressures led Jeffrey to sell Ace Cider to Vintage Wine Estates in 2021. But when the acquiring company spiraled into bankruptcy, Jeffrey watched his life's work nearly disappear before returning to help revive the brand. Jeffrey and Steve explore the challenges of bootstrapping a consumer brand, navigating acquisition negotiations, knowing when to exit, and the unexpected consequences of selling a business. Jeffrey also shares insights from his book, The Cider King, and the lessons he learned about entrepreneurship, resilience, and protecting a legacy


LinkedIn - https://www.linkedin.com/in/jeffrey-house-33900a31/


Grab a Copy of His Book - https://www.ciderking.net/


Ace Cider Website - https://acecider.com/



Key Chapters:
00:00 Introduction to Jeffrey House and Ace Cider
03:10 Jeffrey House's background and early career
06:31 Founding Thames America Trading Company
08:04 Discovering the opportunity in hard cider
10:19 Launching Ace Cider in California
11:47 Bootstrapping and growing the business
13:43 Product innovation and national expansion
15:14 The decision to sell Ace Cider
17:38 Health challenges and the $60 million offer
20:16 Navigating the acquisition process
22:39 Vintage Wine Estates' bankruptcy and Ace Cider's decline
24:08 Attempting to buy back the business
26:48 Returning to revive Ace Cider
28:16 The Cider King and personal stories
29:28 Lessons learned and advice to entrepreneurs
31:26 Where to find Jeffrey House and his book


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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Want a quick estimate of how much your business is worth?

With our free valuation calculator, answer a few questions about your business, and you’ll get an immediate estimate of the value of your business.

You might be surprised by how much you can get for it: https://flippa.com/exit


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What does a private equity buyer really look for in a business, and how can founders make sure they’re choosing the right buyer in return? In this episode of The Exit, Steve McGarry sits down with Sequoya Borgman, Founder and CEO of Borgman Capital, to explore the buy side of lower-middle-market M&A. Drawing on decades of experience working on transactions and more than 20 acquisitions since launching Borgman Capital, Sequoya explains what makes a company attractive to buyers, why preparing for a sale can take years, and how factors like cash flow, management, culture, and seller expectations can shape a deal.

Sequoya also breaks down how a leveraged buyout works, what happens between signing an LOI and closing a transaction, and why sellers should vet potential buyers just as carefully as buyers vet them. He and Steve discuss keeping management teams motivated after an acquisition, misconceptions about private equity, the impact of elevated valuations and private credit on today’s deal market, and why some firms are holding onto investments longer. Throughout the conversation, Sequoya returns to one of the most important lessons from his career: successful deals ultimately depend on working with good people, aligning incentives, and knowing when to walk away.


LinkedIn - https://www.linkedin.com/in/sequoya-borgman-8a6057a/

Website - https://www.borgmancapital.com/


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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

On this episode of The Exit, presented by Flippa, Steve McGarry sits down with Elliot Omanson, CEO of OWLFI, to discuss the decisions that determine whether an owner walks away from an exit with wealth preserved—or leaves money on the table.

Elliot explains how to know when to walk away, how to think about exit timing, and why tax strategy should be part of the plan well before a transaction closes. They also discuss Elliot’s book, Keep What You’ve Earned, and practical ways business owners can protect the wealth they’ve built.

Learn more:
OWLFI: https://owlfi.com
Elliot Omanson: https://elliotomanson.com
Connect with Elliot on LinkedIn: https://www.linkedin.com/in/elliot-omanson/
Get your Flippa business valuation: https://flippa.com/exit

The Exit is presented by Flippa.

Want a quick estimate of how much your business is worth?

With our free valuation calculator, answer a few questions about your business, and you’ll get an immediate estimate of the value of your business.

You might be surprised by how much you can get for it: https://flippa.com/exit 

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What does it take to build a company around your personal brand, then make yourself unnecessary to its success? On this episode of The Exit, Steve McGarry sits down with Heath Adams, founder of TCM Security and co-founder of Breach Point, to unpack his journey from ethical hacker and content creator to building, scaling, and ultimately selling a cybersecurity company. Heath shares how a penetration testing consultancy unexpectedly evolved into an education business after his first Udemy course generated $100,000 in its first week, and how content, community, and word of mouth became powerful engines for the company’s growth.

Heath also breaks down the work that went into preparing TCM Security for an eventual exit, including delegating responsibilities, reducing founder dependency, and building a company that could operate without him. He walks Steve through the sale process, from taking acquisition conversations seriously and hiring an M&A firm to receiving multiple offers and choosing strategic fit over the highest bid. They also discuss keeping the deal confidential while running the business, rewarding the team after the acquisition, and why founders should never assume a deal is done until the money is in the bank. Finally, Heath opens up about the unexpected loss of identity that can follow an exit and how that experience is shaping his next chapter as co-founder of Breach Point and Insight Recon.


Key Takeaways:

• Reduce founder dependency before you plan to sell.
• Delegate early and build a team that can operate without you.
• Never say no to an acquisition conversation.
• Multiple offers can create leverage during negotiations.
• Strategic fit can matter more than the highest offer.
• A deal is not done until the money is in the bank.
• Plan for your purpose and identity after the exit.

Personal &/or Company Bio:
Heath Adams, known online as The Cyber Mentor, is an ethical hacker, educator, and entrepreneur. An Army veteran, he founded and served as CEO of TCM Security, a cybersecurity services and training company he bootstrapped from nothing to an eight-figure exit with no outside capital. Heath has taught cybersecurity to more than a million students across YouTube, Udemy, and TCM Security Academy. He holds an MBA and recently appeared in the documentary Midnight in the War Room. Today he builds software at Breach Point and writes The Heath Adams Letter weekly for more than 34,000 subscribers.

LinkedIn - https://www.linkedin.com/in/heathadams/

Websites - https://breachpoint.com/

- https://insightrecon.com/

- https://heathadams.com/ 

Key Chapters:
00:01 Welcome and Episode Previ03:20 Introduction and Heath's background in ethical hacking

05:28 Starting a pen testing consultancy and initial sales process

06:50 Transition from service to educational business model

08:17 Scaling the business and reducing founder dependency

09:46 Timing and reasons for exit

12:30 Approaching buyers and valuation negotiations

14:18 The sale process timeline and due diligence

18:22 Bidding, LOIs, and final negotiations

21:27 Post-sale team and brand management

22:38 Mistakes and lessons learned in building and selling a business

24:24 Advice to his past self and future entrepreneurs

25:55 Current projects: Breach Point and cybersecurity software

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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

This episode was recorded prior to the passing of our guest, Matt Bradbury. We are honored to share this conversation and extend our heartfelt condolences to Matt’s family, friends, colleagues, and all those who knew him.



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Want a quick estimate of how much your business is worth?

With our free valuation calculator, answer a few questions about your business, and you’ll get an immediate estimate of the value of your business.

You might be surprised by how much you can get for it: https://flippa.com/exit 

--
When is the right time to sell your business, and how do you know when the right buyer comes along? In this episode of The Exit, Steve McGarry sits down with Matt Bradbury, Founder and Managing Director of BAMA (Business Acquisition and Merger Associates), to discuss what business owners need to know before entering the M&A process. Matt explains why “the trend is your friend” when deciding when to sell, how consistent growth and strong margins can lead to a premium valuation, and why building a company that can operate without its owner makes for a much stronger exit.

Matt also shares what sellers should do to prepare their financials, why too many add backs can become a red flag, and how transparency can build trust before and during due diligence. He and Steve dig into buyer retrades, the tactics some firms use to chip away at a deal after the LOI, and why the highest offer is not always the best transaction. Matt also explains why having experienced M&A attorneys and advisors on your side can make the difference between protecting the deal you negotiated and watching it unravel before closing.


Personal &/or Company Bio:
Matt Bradbury is the Founder and Managing Director of Business Acquisition & Merger Associates (BAMA), a lower middle market M&A firm specializing in buy side, sell side, and management buyout transactions. With more than 35 years of experience supporting acquisitions and business sales, Matt began his career in the fitness industry, where he held leadership roles and worked on numerous acquisitions before founding BAMA. Today, he works with business owners and buyers across industries including manufacturing, distribution, industrial and environmental services, and health and fitness, helping clients navigate transactions and find the right partners for long term success.

LinkedIn - https://www.linkedin.com/in/bradburymatt/

BAMA Website - https://www.buysellyourbusiness.com/


Key Chapters:
00:01 Welcome and Episode Preview
02:14 Meet Matt Bradbury and His Unorthodox Career Path
04:15 From the Fitness Industry to M&A
05:53 The Businesses Matt Helps Buy and Sell
06:21 What Makes an Ideal Seller
09:33 Why Humility Matters in M&A
11:25 Knowing When It’s Time to Sell
14:06 Preparing Your Business for an Exit
16:32 Building Trust Through Transparency
21:05 Common Mistakes and Buyer Retrades
26:03 Lessons Matt Wishes He Knew Earlier
30:01 Matt’s Current Projects and Where to Connect


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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Want a quick estimate of how much your business is worth?

With our free valuation calculator, answer a few questions about your business, and you’ll get an immediate estimate of the value of your business.

You might be surprised by how much you can get for it: https://flippa.com/exit

--
What does it take to build a business that buyers are willing to pay a premium for? On this episode of The Exit, Steve McGarry sits down with entrepreneur and exit expert Mark Mills OBE DL to unpack the strategies that helped him build and scale Cardpoint into a business generating nearly £100 million in annual revenue. Mark shares how an unexpected trip to New York sparked the idea for bringing independently operated ATMs to the UK, why he reverse engineered a 36 month growth plan down to a handful of critical KPIs, and how that disciplined approach helped the company come remarkably close to the ambitious targets he set.

Mark also breaks down what founders can start doing today to prepare for a successful exit, from building a repeatable customer acquisition engine to creating a clear growth plan that gives potential buyers confidence in the future of the business. He explains why founders should avoid appearing eager to sell, how continued growth can create leverage at the negotiating table, and why competition between buyers can increase both deal certainty and valuation. Plus, Mark shares a memorable story about literally walking away from a deal to protect its value and reveals the lesson he wishes he had learned earlier in his entrepreneurial career: refine your business model, stay focused, and do one thing exceptionally well.

Key Takeaways:

• Reverse engineer your growth goals
• Track the KPIs that actually matter
• Build a repeatable sales engine
• Prepare for an exit early
• Don’t BE for sale
• Grow from a position of strength
• Create competition between buyers
• Know when to walk away
• Own your market
• Focus on doing one thing exceptionally well

Personal &/or Company Bio:
Mark Mills OBE DL is an entrepreneur, business advisor, and exit expert who has spent decades building, scaling, and selling businesses. He founded Cardpoint plc in 2000 and grew the company to approximately £100 million in annual revenue and £19.8 million in EBITDA by 2006. Since 2007, Mark has used his firsthand experience to help other business owners prepare for and navigate successful exits, with a focus on accelerating growth, maximizing value, and negotiating from a position of strength. In 2022, he was appointed a Deputy Lieutenant of Lancashire, and in 2025, he was awarded an OBE for services to business and charity.

LinkedIn - https://www.linkedin.com/in/markrichardmills/

Website - https://mark.co.uk/ 

Key Chapters:
[00:01] Welcome and Episode Preview

[02:02] Introduction to Mark Mills OBE DL and His Entrepreneurial Journey

[03:59] The Story Behind Cardpoint and Finding the ATM Opportunity

[08:34] Scaling Cardpoint and Tracking the Right KPIs

[10:43] Reverse Engineering £100 Million in Revenue

[16:48] How to Prepare Your Business for an Exit

[21:29] Knowing the Right Time to Sell

[25:52] How to Increase Your Business Valuation

[29:26] Negotiating From Strength and Knowing When to Walk Away

[31:47] Mark’s Advice to His Younger Self

[33:02] What Mark Is Working on Now

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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Want a quick estimate of how much your business is worth?

With our free valuation calculator, answer a few questions about your business, and you’ll get an immediate estimate of the value of your business.

You might be surprised by how much you can get for it: https://flippa.com/exit 

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What makes a business attractive to investors, and how do you know when it is truly ready to scale or sell? On this episode of The Exit, Steve McGarry sits down with Charles Lee, Founder and CEO of Ideation, to explore the lessons Charles has learned from nearly two decades of building his own company and investing in startups across multiple industries. Charles shares why valuations are often more subjective than founders realize, what he looks for during due diligence, and why the strength and honesty of the founding team can matter just as much as the numbers. He also explains why he has become cautious about investing in solo founders and why communication with investors can be an important indicator of how a company is being run.

Charles and Steve also discuss the pressures that come with building a venture backed company, the difference between growing and truly scaling a business, and why burnout is rarely the ideal reason to pursue an exit. Charles shares some of the investment mistakes that shaped his approach today, including rushing into opportunities and getting caught up in founder charisma. He also breaks down a company he has advised and invested in for nearly a decade, showing how patience, consistent innovation, profitability, and strong operations can ultimately put a business in a much stronger position for acquisition. His biggest lesson for founders and investors alike is simple: take your time, understand your risk, and do not let urgency make the decision for you.

Key Takeaways:

• Don’t Rush the Deal
• Founder Charisma Can Mislead
• Valuation Is Subjective
• Strong Teams Reduce Risk
• Growth Isn’t Scale
• Don’t Sell From Burnout
• Sell With Momentum
• Patience Creates Better Opportunities

Personal &/or Company Bio:
Charles Lee is the Founder and CEO of Ideation, a firm that helps brands scale their vision through strategic clarity and smart brand execution. He has worked with clients across industries including technology, financial services, venture capital, sports and entertainment, healthcare, nonprofits, and public institutions, serving as a trusted advisor to executives navigating innovation, brand building, and sustainable impact. Charles is also the author of two books with Wiley Publishing, Design Your Good Life and Good Idea. Now What?

LinkedIn - https://www.linkedin.com/in/charlestlee/

Ideation Website - https://theideation.com/

Check out his latest book Design Your Good Life - https://a.co/d/0iufNbAT 



Key Chapters:

[00:01] Welcome and Episode Preview

 [02:31] Charles Lee’s Background

 [04:05] How Social Media Marketing Has Changed

 [05:14] Creating Content People Actually Care About

 [06:07] Charles Lee’s Business and Investment Journey

 [08:24] Understanding Valuation and Its Subjective Side

 [11:10] What Investors Look for in a Business

 [16:14] Common Startup Investment Mistakes

 [20:52] Exit Timing and Founder Burnout

 [24:02] Charles Lee’s Advice to His Younger Self

 [25:48] Current Projects and a Business Built for Acquisition

 [28:58] Why Continuous Innovation Matters

 [29:15] Where to Find Charles Lee and His Books

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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Want a quick estimate of how much your business is worth?

With our free valuation calculator, answer a few questions about your business, and you’ll get an immediate estimate of the value of your business.

You might be surprised by how much you can get for it: https://flippa.com/exit

--
What if the best time to prepare for an exit is years before you actually plan to sell? In this episode of The Exit, Steve McGarry sits down with Andrew Brooks, Founder and CEO of Contextual.io, to unpack what more than 25 years of building companies and navigating multiple successful exits has taught him about preparing for a sale. Andrew explains why founders should start thinking about potential buyers early, how the right strategic relationships can eventually lead to acquisition opportunities, and why timing can dramatically change what buyers are looking for in your business.

Andrew also breaks down the differences between strategic and financial buyers, the factors that can drive valuation, and why market momentum and buyer urgency can work in a founder’s favor. He shares practical lessons on structuring earnouts, understanding what an offer is really worth beyond the headline number, and avoiding costly mistakes during and after a transaction. Drawing from exits to companies including Sun Microsystems, ReachLocal, Samsung, and most recently Southfield Capital, Andrew offers a firsthand look at how founders can build with the exit in mind long before they are ready to sell.


Key Takeaways:

• Prepare for your exit early
• Build relationships with potential buyers
• Know the right time to sell
• Understand strategic vs. financial buyers
• Use market momentum to your advantage
• Look beyond the headline valuation
• Structure earnouts carefully
• Maintain control over performance targets
• Keep your business exit ready

Personal &/or Company Bio:
Andrew Brooks is a technology executive, serial entrepreneur, board member, and investor with a track record of building and scaling high growth companies through acquisition. He began his career at Andersen Consulting before joining SevenSpace, where he led Solution Architecture and Sales Engineering through its sale to Sun Microsystems. He later founded and served as COO of SMBLive, acquired by ReachLocal, and SmartThings, acquired by Samsung, before becoming Managing Partner at Mural Advisors, advising AI driven, PE backed companies. Today, as Founder and CEO of Contextual.io, Andrew leads strategy, product, and partnerships. A Princeton chemistry graduate, he is also an elite endurance athlete, Ironman finisher, and participant in ultra marathon events, including the World Marathon Challenge.

LinkedIn - https://www.linkedin.com/in/andrewcarrollbrooks/

Contextual Website - https://contextual.io/


Key Chapters:

[00:01] Welcome and Episode Preview

[02:18 Meet Andrew Brooks and His Entrepreneurial Journey

[04:08] Building Companies and Navigating Multiple Exits

[06:50] Preparing Your Business for an Exit

[08:51] Strategic vs. Financial Buyers

[10:48] Knowing When It’s Time to Sell

[15:22] Driving Valuation and Maximizing Your Exit

[20:23] Common Exit Mistakes to Avoid

[24:28] Lessons Learned and Advice to His Younger Self

[26:12] Contextual.io and What Andrew Is Building Now


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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Want a quick estimate of how much your business is worth?

With our free valuation calculator, answer a few questions about your business, and you’ll get an immediate estimate of the value of your business.

You might be surprised by how much you can get for it: https://flippa.com/exit 


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What if charitable planning could become an important part of your business exit strategy? In this episode of The Exit, Steve McGarry sits down with Phoenix Hafen, Director of Advisor Solutions at UI Charitable, to explore how business owners can incorporate charitable giving into their exit. Phoenix explains why donating appreciated assets can be significantly more tax efficient than giving cash, how donor advised funds work, and why some founders choose to contribute a portion of their business interest to a donor advised fund before a sale.

Phoenix also breaks down how these donations are valued, what happens to the assets after they enter a donor advised fund, and why waiting until a deal is about to close can mean missing the opportunity entirely. The conversation explores less conventional assets, including real estate, Bitcoin, private investments, and even crypto mining equipment, showing how founders can think differently about philanthropy while preparing for a major liquidity event.

Key Takeaways:

• Why appreciated assets can be more tax efficient than cash
• How donor advised funds work
• Planning charitable giving before a business exit
• Why timing matters when making a donation
• How donated business interests are valued
• Using real estate, Bitcoin, and other alternative assets
• Avoiding common charitable planning mistakes
• Growing charitable assets tax free

Personal Bio:
Phoenix Hafen is the Director of Advisor Solutions at UI Charitable, where he works with financial advisors, donors, and institutions to make charitable giving more efficient and impactful. He has held several roles within UI Charitable, giving him experience across the organization and a deep understanding of donor advised funds and complex asset donations. Phoenix specializes in helping individuals incorporate philanthropy into their broader financial planning, including strategies involving privately held businesses, real estate, securities, and other appreciated assets. He holds a BA in Economics from the University of Utah.

Phoenix’s LinkedIn - https://www.linkedin.com/in/phoenix-hafen/

UI Charitable Website - https://www.uicharitable.org/learnmore 


Key Chapters:
[0:01] Welcome and Episode Preview

[03:35] Phoenix Hafen and UI Charitable

[04:57] Why Philanthropy Is a Strategic Part of Exit Planning

[06:05] The Most Tax Efficient Assets to Donate

[07:31] Using Donor Advised Funds for Business Asset Donations

[09:25] Valuation and Timing Considerations for Donations

[10:42] Handling Different Asset Types: Stocks, Real Estate, Crypto

[15:54] Preparing Your Business for Charitable Donations

[18:39] Common Mistakes and How to Avoid Them

[24:37] Creative and Unique Assets for Donation

[27:31] Timeline and Flexibility in Donation Strategies

[28:41] Final Advice and Where to Learn More

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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/