Magda Schappert is a passionate advocate for financial empowerment, dedicated to helping individuals become the best version of themselves, raise their standards, and achieve freedom. Alongside her husband Jason, she successfully built and exited an 8-figure business, gaining invaluable experience in entrepreneurship and business strategy. Now, with Moola, Magda leverages her expertise to empower the next generation through accessible financial education and cutting-edge technology, making compl...
Oct 16, 2024•29 min•Season 4Ep. 3
The private equity market has evolved and matured significantly in recent years, driven by several key factors that have reshaped the industry, including increased fundraising and capital deployment. In 2022 alone, global private equity fundraising reached approximately $1.2 trillion. This influx of capital has allowed firms to pursue larger deals and diversify their investment strategies. Mega-deals, particularly those exceeding $10 billion, have become more common, reflecting the growing finan...
Aug 30, 2024•42 min•Season 4Ep. 2
In this episode we are joined by Andrea Steinbrenner to discuss the process of planning for a sale and executing the ideal sale for a business owner. Andrea is the CEO at Exit Consulting Group, which provides consulting and brokerage services for businesses and owners preparing for and executing a sale or similar change in ownership. She shares how he partners with business owners to define success, develop specific goals, and establish a plan of action to achieve them. An experienced executive ...
Jul 25, 2024•38 min•Season 4Ep. 1
In this episode, Tyson Ray and I discuss exit planning for business owners, marrying business owners’ sale with their other financial planning. Tyson is a founding partner of FORM and a financial advisor with over 25 years of experience guiding clients through life's events. Tyson is the author of Total Relationship, a book to help financial advisors fully understand their clients’ needs. Tyson shares client experiences, and describes the elements of the Total Relationship, being their Life Plan...
Sep 26, 2023•33 min•Season 3Ep. 6
Forever upholding the Sigma Chi Jordan Standard, Chris Pflueger graduated the University of Florida (Gamma Theta chapter) with a degree in Economics, then earned an MBA at USF in Finance and Management Information Systems. With over 25 years of experience in sales leadership, sales management, and executive planning in franchising and related industries. Chris Pflueger is a Certified Franchise Executive and a proven leader: • Established a national expansion plan for We Insure and grew the franc...
Aug 16, 2023•42 min•Season 3Ep. 5
In this episode, we are joined by Bill Snow, author of Mergers & Acquisitions for Dummies and an experienced M&A professional with over 30 years of professional experience, including almost two decades as an investment banker. We talk about all aspects of mergers & acquisitions, how to properly plan for a deal and avoid the most-likely pitfalls, along with Pulp Fiction, poker, Milwaukee Cheesehead manufacturing, and the long-lost Chicago Bears. Bill's work includes business sales and...
Jul 08, 2023•35 min•Season 3Ep. 4
In this episode we are joined by Mac Lackey to discuss exit planning at every stage of the business life cycle. Mac is an American entrepreneur who has started, scaled and sold six companies (all seven or eight figure exits), most in health & wellness or internet commerce sectors. Mac advises entrepreneurs through his Exit DNA program. Mac discusses the vision owners should adopt to build the strategic value of their business and see the acquisition through the buyer's perspective. Mac and h...
May 23, 2023•36 min•Season 3Ep. 3
In this episode we are joined by Katie Wagner, founder of @KWSMTeam . Katie specializes in branding, messaging, and ongoing marketing execution with the goal of helping clients generate and convert more leads. Her services include content creation, social media management, web development, SEO, digital advertising, PR & influencer marketing. KWSM is a full-service digital marketing agency that specializes in lead generation. Most of their clients are looking to grow their businesses through ...
May 20, 2023•26 min•Season 3Ep. 2
Kirk Michie of Candor Advisors provides his expert read on the current state of the M&A market in this uncertain economy with high inflation and interest rates and how it's all impacting mergers & acquisitions. Kirk has over 30 years of experience in mergers and acquisitions. He's worked in investment banking, private equity, and as an investment advisor. Today with Candor Advisors, he consults with owners and with businesses that are at the initial stages of exploring all their capital ...
Apr 07, 2023•31 min•Season 3Ep. 1
In this episode we are joined by Andrew Van Dyke, a financial advisor with Modern Woodmen in Meridian Idaho. Andrew shares his wisdom from working with business owners to manage their financial assets, both within the business deferred compensation plans and outside the business with their own investments. Andrew was born in raised in beautiful Northern California, in wine country. From the time he was young, he had a passion for numbers and people. From the get-go, it has made this career a nat...
Dec 19, 2022•33 min•Season 2Ep. 7
In this episode we are joined by Nancy Rix, CPA, Partner at ATLAS CPA’s and Advisors who specializes in accounting for mergers & acquisitions. Nancy discusses a variety of issues business owners need to know relating to M&A, tax, and accounting. Nancy joined ATLAS in 2022 and has 40 years of diverse tax, audit, and consulting experience in a variety of industries including manufacturing, distribution, software and biotech. She has served as the California Society of CPA’s State Accountin...
Oct 05, 2022•38 min•Season 2Ep. 6
Today we are joined by M&A investment banker Channing Hamlet with Objective Capital Partners. He serves as an execution leader for the firm’s M&A and Valuation Practice and leads the firm’s Business Services Practice. He brings more than 25 years experiences with investment banking and business valuation. Prior to joining Objective, Mr. Hamlet served as a Managing Director of Cabrillo Advisors, where he was instrumental in both leading their M&A execution and growing the valuation pr...
Sep 10, 2022•45 min•Season 2Ep. 5
In this episode we are joined by Dr. Shahrzad Nooravi to discuss the psychology of mergers & acquisitions for businesses, management, employees and owners of the target and acquiring companies in a merger. Her deep experience as a business psychologist helps companies build a culture of success. She has experience counselling companies on both sides of a transaction, increasing the likelihood of a closing and a prosperous business post-closing. Dr. Shahrzad Nooravi is a business psychologist...
Aug 02, 2022•32 min•Season 2Ep. 4
In this episode, I'm joined by Kirk Michie, founder of Candor Advisors to discuss the unfolding saga of Elon Musk’s failed takeover of Twitter. From April through July 2022: • Musk disclosed his ownership of 9.2% of Twitter shares. • Twitter’s board offered Musk a seat on the board so long as he would not buy more than 14.9% of its shares (a “stand-still agreement”). • Musk declined to accept the Twitter board seat. • Musk made an unsolicited offer to Twitter’s board to buy 100% of its stock for...
Jul 12, 2022•51 min•Season 2Ep. 4
We're joined by Herb Morgan, the founder of a Registered Investment Advisory firm that was acquired by a major Wall Street Invesment Bank. Herb is the Sr. Managing Director and Chief Investment Officer of Efficient Market Advisor and one of the financial industry’s recognized experts in the area of exchange-traded funds. Herb shares how he founded his firm in 2004 built the business organically and through acquisitions, how he attracted interest on Wall Street and engaged in a 16-month negotiati...
May 04, 2022•33 min•Season 3Ep. 1
In this episode we are joined by Exit Planner and financial advisor Aaron Putroff to discuss Exit Planning, the holistic approach to designing a business-exit strategy that provides the owner maximum value for their life’s work. It encompasses setting Exit Objectives: When do you want to leave? How much money do you need from your business exit? To whom will you sell the business? Then, building an Advisor Team comprised of trusted, professional advisors (CPA, attorney, financial advisor, valuat...
Mar 30, 2022•45 min•Season 2Ep. 7
Hosting Kirk Michie, founder of Candor Advisors who has more than 30 years’ experience working with entrepreneurs, closely held business owners, and high net worth families strategic planning to achieve their legacy objectives. In this episode we discuss Fear of Missing Out and how the Imposter Syndrome impacts founders in the M&A process. We also discuss the foundational elements to prepping for sale or navigating the sale process and Keeping the Four Agreements when selling. In strategic a...
Feb 24, 2022•27 min•Season 2Ep. 7
Today we are joined by M&A investment banker Stuart Moss, a managing director with Keystone Capital Markets in San Diego. Keystone is a team of M&A professionals dedicated to providing high level investment banking and strategic advisory services to middle market companies (with revenue typically between $10 million to $200 million). Stuart has over 30 years of transaction experience as a member of company management, a private equity investor, and an investment banker in industries incl...
Sep 04, 2021•29 min•Season 2Ep. 6
The M&A market is hot in 2021, with strong deal volume and high valuations. Kirk Michie, founder of Candor Advisors, explains the major difference in transactions with strategic buyers and financial buyers--including private equity firms, family offices, structured equity and SPACS. Kirk also describes situations which are ideal for employee stock ownership plans. For more than 30 years, Kirk has worked with entrepreneurs, closely held business owners, and high net worth families. He has rai...
Jun 10, 2021•44 min•Season 2Ep. 5
In this episode, we are joined by Susie Japs to discuss human capital and talent management in the M&A arena. Susie Japs is the Managing Director of Wejungo, a consulting firm specializing in talent management & recruiting strategies. For almost a decade Susie has been training small to mid-size businesses on how to hire smart rather than manage tough by connecting their business strategy to their talent needs. Wejungo is one of California's leading consulting firms, specializing in tale...
Apr 24, 2021•28 min•Season 2Ep. 4
In this episode I am joined by John Ovrom, founder of Exit Consulting, which provides consulting and brokerage services for businesses and owners to prepare for and execute a sale or similar change in ownership. John is a specialist in creating roadmaps for business owners anticipating a transition. John shares from his experience helping parents transfer ownership to the next generation, owners sell to key employees, businesses establish an Employee Stock Option Plan, partners buy in or sell ou...
Mar 23, 2021•40 min•Season 2Ep. 3
Today, I'm joined by Kirk Michie, founder of Candor Advisors. For more than 30 years, Kirk has worked with entrepreneurs, closely held business owners, and high net worth families to achieve their strategic planning, liquidity, investment, and legacy objectives. In strategic and senior management roles, Michie has raised and deployed more than $1 billion of capital, been involved with evaluating more than 2,000 direct investments, and participated as principal or advisor on the purchase of 21 bu...
Feb 22, 2021•39 min•Season 2Ep. 2
Don’t let the stress of a sale derail a successful transaction. Dr. Jack Singer teaches us about the root causes of stress and techniques to manage stress. Dr. Jack holds a Ph.D. in Industrial/Organizational Psychology and a Post-Doctorate in Clinical/Sport Psychology. Dr. Jack has combined careers as both a Clinical/Sport Psychologist and a Professional speaker and is currently a “Success Acceleration” coach for legal and financial professionals. Jack provides the same game-changing blueprint f...
Jan 06, 2021•36 min•Season 2Ep. 1
In this episode we are joined by Kenneth Berke, a corporate transactional attorney in Los Angeles with a specialty in cannabis industry. The cannabis industry raises a myriad of unique and evolving legal issues, and cannabis M&A transactions raise unique issues of their own. Ken provides insight into the M&A market in cannabis, the hottest target companies and most desirable acquirers. In his practice, Ken assists licensed cannabis, CBD and hemp businesses in their corporate, real estate...
Oct 09, 2020•36 min•Season 1Ep. 15
Today, we are joined by Tim Malott who founded the investment banking firm Shoreline Partners in 1994. Tim is former CPA and holds four securities licenses. Tim represents the owners of privately held companies in sale, merger, acquisition and complex financing transactions. His career spans public accounting, commercial banking and investment banking through which he has gained knowledge and experience in nearly every industry and business sector. After spending five years with a major, Midwest...
Sep 28, 2020•39 min•Season 1Ep. 14
In this episode, I’m joined by Ryan Smith, a former banker and commercial loan officer who founded ThinkSBA to help entrepreneurs receive the capital they need to acquire or grow their business. Nearly all middle market and Main Street business acquisitions are funded using SBA 7(a) financing. Ryan helps clients find the best rates and terms for acquiring a business or franchise, buying out a partner, purchasing equipment or qualifying for commercial mortgage. He prepares buyers for the borrowin...
Sep 11, 2020•45 min•Season 1Ep. 13
Rodney (Rod) Hatley is an attorney and the founder of Hatley Law Group APC. Rod provides estate planning and succession planning for business owners and other individuals. He works with teams of professional service providers to protect the assets business owners work tirelessly to build. Rod has a Master of Laws from the University of San Diego School of Law’s acclaimed graduate tax program. Selling a business is the American dream, the pot of gold at the end of the rainbow, the reward for year...
Aug 16, 2020•35 min•Season 1Ep. 12
Barnaby Wynter is a marketing and brand development expert, speaker, author and founder of The Brand Bucket Company. Since 1985, Barnaby has helped clients develop their brands, make sense of marketing and harness the digital age where the buyer is in control of a brand if the business is not. Barnaby discusses the process of brand development and the crucial stage to enhance a brand: when a business becomes scalable. Barnaby also shares the Brand Bucket 6 step buying decision-making process. Bu...
Aug 02, 2020•43 min•Season 1Ep. 11
We are joined by network marketer, author, podcaster and speaker, Scott Aaron. Scott is a specialist in converting traffic, establishing connections, creating residual income using Linked Leads Generation®, and building personal brands. Scott has developed and sold his own businesses in the fitness industry. Starting his network marketing business just 6 years ago, Scott saw massive opportunities that the internet had to offer. Fully immersing himself in learning Linked leads generation and soci...
Jul 23, 2020•35 min•Season 1Ep. 10
In this episode, I am honored to host comedian, sports commentator, late night host, and actor, Craig Kilborn. Craig was the first host of The Daily Show, an anchor on ESPN's SportsCenter, and host of CBS's The Late Late Show. Craig’s life and career demonstrate the courage it takes to devote 100% of yourself to an endeavor where the odds are stacked heavily against you and the resolution to exit after succeeding. Successful entrepreneurs need the same mettle. #sellingyourbusinesswithdavidking S...
Jul 06, 2020•38 min•Season 1Ep. 9
