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In this episode of What The Biz?!, hosts Brigitte Vegter and Daniel Proczko extend their conversation on exit strategy to tackle the advisor gap. While a staggering 54% of business owners are eyeing the exit door over the next five years, over 27% are flying completely solo without a trusted advisor in their corner. We break down why maximizing your valuation and protecting your wealth requires moving past a simple vendor list to build a true financial dream team—Your Business Big 8.
The duo maps out the exact eight roles every business owner needs: from the Growth-Oriented Accountant who acts as your strategic quarterback, to business consultants, marketing growth partners, corporate attorneys, risk-mitigating insurance pros, wealth advisors, strategic bankers, and M&A brokers. Brigitte and Dan explain why breaking down the silos between these professionals is the ultimate key to proactive planning. Finally, Dan shares a "What The Biz" retail fail from Hobby Lobby that reveals how predictable, bi-weekly discounts train consumers to never buy at full price, eroding potential profit margins.
Show Topics & Sources
- The High-Performance Advisor Network: Why only 5% of small businesses utilize a true business consultant to solve operational bottlenecks.
- The Growth-Oriented Accountant: Moving away from once-a-year tax preparers to a monthly partner who turns metrics into strategic moves.
- The Reactive Legal Trap: Why hiring an attorney in a panic costs up to five times more than building a strategic, proactive relationship.
- Protecting the Bottom Line: How specialized insurance policies like cyber liability safeguard your business assets during catastrophic outages.
- WTB Moment: Analyzing the psychology of discounting and why "always on" sales signals an artificial markup to the consumer.
Liked this show? SUBSCRIBE to this podcast on Spotify, Apple, Google and more. Catch past episodes and show notes at WhatTheBiz.com.
Join the WhattheBiz?! newsletter to be the first to learn about upcoming events and specials.
Do you have a topic you'd like us to cover? Leave us a voicemail on WhatTheBiz.com!
*********
Hosts
Daniel Proczko - myPocketMarketing
Brigitte Vegter - Vegter Financial
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By What the Biz?!Send us Fan Mail
In this episode of What The Biz?!, hosts Brigitte Vegter and Daniel Proczko extend their conversation on exit strategy to tackle the advisor gap. While a staggering 54% of business owners are eyeing the exit door over the next five years, over 27% are flying completely solo without a trusted advisor in their corner. We break down why maximizing your valuation and protecting your wealth requires moving past a simple vendor list to build a true financial dream team—Your Business Big 8.
The duo maps out the exact eight roles every business owner needs: from the Growth-Oriented Accountant who acts as your strategic quarterback, to business consultants, marketing growth partners, corporate attorneys, risk-mitigating insurance pros, wealth advisors, strategic bankers, and M&A brokers. Brigitte and Dan explain why breaking down the silos between these professionals is the ultimate key to proactive planning. Finally, Dan shares a "What The Biz" retail fail from Hobby Lobby that reveals how predictable, bi-weekly discounts train consumers to never buy at full price, eroding potential profit margins.
Show Topics & Sources
- The High-Performance Advisor Network: Why only 5% of small businesses utilize a true business consultant to solve operational bottlenecks.
- The Growth-Oriented Accountant: Moving away from once-a-year tax preparers to a monthly partner who turns metrics into strategic moves.
- The Reactive Legal Trap: Why hiring an attorney in a panic costs up to five times more than building a strategic, proactive relationship.
- Protecting the Bottom Line: How specialized insurance policies like cyber liability safeguard your business assets during catastrophic outages.
- WTB Moment: Analyzing the psychology of discounting and why "always on" sales signals an artificial markup to the consumer.
Liked this show? SUBSCRIBE to this podcast on Spotify, Apple, Google and more. Catch past episodes and show notes at WhatTheBiz.com.
Join the WhattheBiz?! newsletter to be the first to learn about upcoming events and specials.
Do you have a topic you'd like us to cover? Leave us a voicemail on WhatTheBiz.com!
*********
Hosts
Daniel Proczko - myPocketMarketing
Brigitte Vegter - Vegter Financial