Selling Your Business with David King - podcast cover

Selling Your Business with David King

"Selling Your Business" will help business owners prepare for this major milestone and close a successful sale. I set out the business sale process and provide useful information to guide a seller’s decision-making, before and during the sale process. Selling a business is the American dream – the pot of gold at the end of the rainbow, the reward for years of hard work. You must take control of your “exit plan” to make it a positive one. I will describe how to get your business on the right path and complete a successful sale. I have represented companies and business owners in a broad range of industries and M&A transactions as a CPA, M&A attorney and Accredited Business Intermediary.
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Episodes

Retirement Planning for Business Owners with Scott Chelberg

I am joined by Scott Chelberg, the President/CEO of Retirement Solutions Inc. Scott is a Wealth Manager and Certified Financial Planner™. With more than 30 years of experience, Scott is highly qualified to help business owners with retirement planning, income distribution planning, financial and estate planning, investment management and wealth management strategies. Scott holds series 7, 24, 63, 65, and 51 registrations and is also a Registered Principal with SagePoint Financial, Inc. Scott sha...

Jul 01, 202035 minSeason 1Ep. 8

Exit Advisor Patrick Ungashick

We are joined by guest and exit advisor, Patrick Ungashick. In the field of exit planning for more than twenty-five years Patrick has provided exit advice and solutions to business owners in a wide variety of industries, from as small as several million in revenues to more than half a billion. He speaks to several dozen business groups per year on how to achieve successful exits. #sellingyourbusinesswithdavidking Selling a business is the American dream, the pot of gold at the end of the rainbow...

Jun 04, 202039 minSeason 1Ep. 7

Financial Planning with Jackie Mazur

In this episode, I am joined by Jackie Mazur, owner of Guide My Finances. Jackie began her career in finance in 2003 and recognized a need for unbiased financial advice combined with sound financial education. After working in the industry for a few years, Jackie went back to school to get her Master’s degree in Finance and Tax Planning. Today, she utilizes her fundamental tax knowledge and teaching experience to educate her clients, advises clients in many areas of financial planning and assist...

May 30, 202044 minSeason 1Ep. 6

How and When to Market Your Business for Sale

After determining your priorities for selling your business, you can plan to execute a transaction which achieves your goals. You should work with your advisors to develop reasonable expectations about how to achieve each of these ends and which ones you are willing to sacrifice. The general rule is that the best time to sell is when your business is thriving and generating cash without being overly dependent upon your services to the company. You will need to implement the optimal sale process ...

May 06, 202015 minSeason 1Ep. 5

Know the Sale Process Before You Start

Sellers entering their first business sale (or M&A transaction) should take extra time to educate themselves. Attaining familiarity with the norms of these transactions will mitigate the risk of making a bad deal or damaging a good one. Business professionals should help you sell your business. Education and preparation will allow you to speak up when the need arises and know when to get out of the way and trust your professionals and advisers. Before choosing your exit strategy, advisers sh...

Apr 14, 202022 minSeason 1Ep. 4

COVID-19 and Business

Be safe and keep faith. Keep your business afloat, make necessary adjustments, be aware of new legal issues and take advantage of new government benefits. Apply for the Paycheck Protect Program loan with a bank today! Use the loan proceeds for payroll and seek forgiveness of the loan. Don't abandon hopes of selling. Certain businesses do well in down cycles of the economy creating an ideal market for sale. Essential businesses should continue to operate and generate revenues. Essential business ...

Apr 03, 202014 minSeason 1Ep. 3

Start Planning to Sell on Day One

Entrepreneurs should learn this valuable lesson: to effectively prepare for the sale of your business you should begin planning on day one. Mistakes at the founding of a business can have expensive consequences when it comes time to exit the business. The longer you wait to plan for your sale, the fewer alternatives you may have for structuring your exit. #sellingyourbusinesswithdavidking Selling a business is the American dream, the pot of gold at the end of the rainbow, the reward for years of...

Mar 08, 202027 minSeason 1Ep. 2

Getting Started

This podcast introduces the host, David King. David is an experienced professional who has represented companies and business owners in a broad range of industries and M&A transactions. He has worked as a CPA, mergers & acquisitions (M&A) attorney, and M&A advisor, helping entrepreneurs to develop their businesses, from formation to their exit strategy. The podcast introduces listeners to the major objectives to successfully exit from their business. #sellingyourbusinesswithdavid...

Mar 06, 202014 minSeason 1Ep. 1
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