This episode breaks down the critical decision-making process for entrepreneurs considering an IPO or seeking venture capital, providing compelling insights into how to evaluate the options available. Key points include: • Importance of IPO vs. venture capital decisions • Outlining the benefits of going public • Understanding costs associated with both options • Realizing the hidden advantages of an IPO • Insights into the venture capitalist landscape • Discussing timing and preparation for IPO ...
Mar 06, 2025•33 min•Transcript available on Metacast In this episode I interview guest Jacqueline who is also a sale-side advisor who specializes in selling RIAs - Registered Investment Advisor firms. She brings a wealth of knowledge to the table and insight about the importance of company cultural alignment to a transaction. It isn't always just about the money when we sell a business. Enjoy! Visit us at: Bsalesgroup.com DesignMySale.com...
Jul 05, 2024•23 min•Transcript available on Metacast In this episode, I welcome Shawn Richards, the founder of Blue Sky Business Consulting. Shawn shares his unique approach to business advising, focusing on helping businesses transition from a growth model to a scaling model. He discusses the four key areas he addresses: financial systems, systems and operations, leadership and team development, and emotional well-being. Visit us at: Bsalesgroup.com DesignMySale.com...
Jun 18, 2024•16 min•Transcript available on Metacast In this episode I interview insurance expert Van Carlson, an insurance risk reduction expert and the owner of SRA. Van reveals how business owners can use IRS Code Section 831b to defer taxes and reduce risk, especially in anticipation of the sale of their business. This powerful, yet obscure structure is coming to light for small business owners. In the past it has been used mostly by Fortune 500 companies. Visit us at: Bsalesgroup.com DesignMySale.com Visit us at: Bsalesgroup.com DesignMySale....
Jun 11, 2024•31 min•Transcript available on Metacast In this episode we discuss how NOT to catch the Cinderella Syndrome when negotiating a LOI or IOI. I reveal our unique AI tool which will scan your offer document after you scrub it for the sensitive information, outlining the vulnerabilities and deficiencies in the offer so you can easily pinpoint what you need to focus on. Then, yes, of course, you will receive tips and tactics for negotiating the best possible price and terms for the sale of your business. Visit us at: Bsalesgroup.com DesignM...
May 30, 2024•17 min•Transcript available on Metacast The advent of Artificial Intelligence (AI) is changing the way we do business. It has impacted the business of selling businesses as well. In this episode we go international as I interview a world renowned expert in business consulting, Dr. Joe O'Mahoney, Professor at Cardiff University in Whales about the impact of AI on business consulting and selling a business. Dr. O'Mahoney shares valuable insight about the direction of and impact of AI on M&A transactions. Visit us at: Bsale...
Jan 02, 2024•41 min•Transcript available on Metacast Working Capital is something that all too often is the reason the sale of a business fails. This episode is designed for Business Brokers and M&A professionals to discuss the need for addressing Working Capital early on in the transaction to increase the likelihood of the transaction closing. Visit us at: Bsalesgroup.com DesignMySale.com
Dec 19, 2023•34 min•Transcript available on Metacast In this episode we discuss the Entrepreneurial Operating System (EOS) Worldwide and how Steele Kizerian, an EOS Integrator, helps business owners scale and prepare their businesses for a future sale. Visit us at: Bsalesgroup.com DesignMySale.com
Dec 14, 2023•24 min•Transcript available on Metacast This episode helps business owners prepare for a meeting with a buyer. As a M&A Advisor I often get asked by business owners what are some good questions to ask a buyer when they meet with them. I have kept a list of good questions that my seller clients have asked buyers over the years and this episode reveals this list. Meetings with buyers should include questions from buyers and questions from sellers. You don't want to go to these meetings unprepared. Smart sellers will not only an...
Dec 05, 2023•17 min•Transcript available on Metacast I have learned over the years that you never know everything. In this episode we go international with Canadian Scott Duke, the founder of Open Road. We talk about his services, what he does and how his process is unique in the business. Scott and I are in the same space in non-competing markets and do much of the same type of M&A work. Scott shares his insights about selling a business. Visit us at: Bsalesgroup.com DesignMySale.com...
Nov 28, 2023•32 min•Transcript available on Metacast The initial step (some call it the Triggering Event) in Exit Planning or Financial Planning is doing a formal confidential valuation. In this episode we talk about my company, My Biz Value and how we fill the much-needed gap of obtaining an affordable confidential valuation for your business. Visit us at: Bsalesgroup.com DesignMySale.com
Nov 21, 2023•7 min•Transcript available on Metacast In this episode you will learn about how the notion of Exit Planning got started and hear from the man who started it all back in the 90s. Peter Christman is an icon in the industry, having started the Exit Planning Institute and is known as the Father of Exit Planning. He is also an entertaining man to listen to with stories and examples. Visit us at: Bsalesgroup.com DesignMySale.com...
Nov 14, 2023•25 min•Transcript available on Metacast If you plan to maximize the selling price of your business when you sell, Exit Planning is a must . In this episode I interview the man leading the nationwide charge to inform, educate and help advisors and business owners alike maximize the value of their business when they sell. Scott Snider is President of the Exit Planning Institute (EPI). EPI offers a Certified Exit Planning Advisor (CEPS) designation for exit planning advisors who want to learn more about and implement exit planning into t...
Nov 07, 2023•26 min•Transcript available on Metacast As a business owner considering the sale of your business you should be thinking ahead about the tax ramifications of a sale. About 10 years ago I was selling a trucking company and I won't repeat the words that came out of the mouth of the owner when he found out that Uncle Sam was going to take over $6 M of his hard-earned money. I met Eric Veve and we utilized the Asset Exchange Structure to help the client understand the there were other ways of deferring taxes. This structure is not an...
Oct 31, 2023•46 min•Transcript available on Metacast In this episode we cover an important and often overlooked topic of Working Capital and how it relates to the important IRS filing of forms 8594 (regular Asset Sale) or 8883 (with a Section 338(h)10 election). We may be "geeking out" a bit here as we delve into these two important aspects of every transaction over $1.5 M, but these are things that you are going to want to know...your advisors may not even know about them. Visit us at: Bsalesgroup.com DesignMySale.com...
Oct 23, 2023•11 min•Transcript available on Metacast In this episode we talk about what you need to do as a Seller to prepare for an important meeting with a buyer. This episode compliments 3 other episodes about buyers: Questions Buyers Ask, Wow Your Buyers, and How to Answer Zinger Questions. Visit us at: Bsalesgroup.com DesignMySale.com
Oct 16, 2023•15 min•Transcript available on Metacast One little known, but powerful tool utilized to reduce taxes on the sale of a business is a Donor Advisor Fund (DAF). In the episode we interview expert Micaela Weil of the Community Foundation of Utah and learn when a DAF works well and how to use it for not only tax savings, but charitable purposes. Visit us at: Bsalesgroup.com DesignMySale.com
Sep 25, 2023•21 min•Transcript available on Metacast You are in a meeting with an important buyer group. The meeting has gone well up until now. Suddenly, from out of nowhere, one of the buyer's team asks you a very pointed and direct question. You don't know how to respond. You've never thought about that before. Yikes! I call these questions "Zingers". You can actually feel the energy leave the room as you meekly do your best to answer her question. Ah, "I've blown it" you say to yourself, but don't d...
Sep 18, 2023•16 min•Transcript available on Metacast Welcome to a captivating journey through the world of selling your business. In this episode, we're diving deep into the vital knowledge you need to secure the successful sale of your business, while steering clear of common pitfalls that could put your sale at risk. Today's discussion revolves around a fascinating revelation: the four distinct personas you're bound to cross paths with during the process of selling your business. Picture this: you're about to uncover the secr...
Sep 11, 2023•20 min•Transcript available on Metacast Letters of Intent (LOIs) are the hidden powerhouses in Mergers & Acquistions. These seemingly innocuous documents hold within them the potential to influence your financial outcome in ways that cannot be underestimated. Imagine a landscape where the right negotiation tactics within an LOI can add hundreds of thousands, or even millions of dollars to your bottom line. The art of negotiating a favorable LOI isn't just an option; it's a pivotal strategy in the grand symphony of sellin...
Sep 04, 2023•17 min•Transcript available on Metacast Have you ever wondered what it's truly like to sell a business, especially when it's your first time? Get ready to uncover the secrets, challenges, and triumphs of this remarkable journey as we peel back the curtain and reveal the reality of selling a business through firsthand experiences of a fellow business owner who has successfully navigated the sales process. This is not your typical business advice session; this is a candid conversation filled with valuable insights straight fro...
Aug 28, 2023•33 min•Transcript available on Metacast In this episode I interview Jeremy Willes, a lending expert who unveils important upcoming changes to SBA lending and what you need to learn if you are selliing your business and the buyer is using SBA to finance the transaction. For business buyers this episode contains useful information about obtaining an SBA loan. www.Bsalesgroup.com Visit us at: Bsalesgroup.com DesignMySale.com...
Aug 21, 2023•31 min•Transcript available on Metacast In this episode we explore a powerful tax reduction and elimination strategy called Qualified Opportunity Zones (OZs). Designed and requested by a group of billionnaires, these strategies were implemented to promote investment in rural areas, providing huge tax incentives to investors. My guest, Blake E. Christian , brings over 35 years of experience providing tax consulting and compliance services to clients that include multinational, publicly-traded corporations and closely held owner-managed...
Aug 14, 2023•40 min•Transcript available on Metacast I get asked all the time about what questions buyers will ask prior to a meeting or phone call. After listening you will be informed and ready to answer the most common questions buyers ask. This episode prepares you for a meeting with the buyer. I also share the main things NOT TO DO at a buyer meeting. This may be the most useful information of the entire podcast. Tune in and enjoy! Visit us at: Bsalesgroup.com DesignMySale.com...
Aug 07, 2023•13 min•Ep 3•Transcript available on Metacast In this episode you will lear the 4 most imporant things you need to know when selling a business. Not knowing these 4 things has the potential to cost you millions when you sell your business. Spend 5 minutes to learn the things you ABSOLUTELY NEED TO KNOW when selling your business. Visit us at: Bsalesgroup.com DesignMySale.com
Jul 31, 2023•5 min•Transcript available on Metacast There are 7 things that can definitely kill the sale of your business. You will learn how to avoid these and NOT kill the sale of your business. We get into the ugly side of things here with over 50 years of combined M&A experience, Peter Christman and myself share horror stories we've seen. Get better prepared to sell your business by listening in to this episode. To reach out to Peter click below: Peter Christman Visit us at: Bsalesgroup.com DesignMySale.com...
Jul 24, 2023•27 min•Ep 4•Transcript available on Metacast Join us with guests Garrick Reevs and David Gowens, the two guys who first coined the term: "Business Puberty". What is Business Puberty anyhow? What exactly does it mean? How does it apply to selling a business? Why would a 30 year old company be considered a business still in Business Puberty? How do businesses mature and "grow up" and how does this impact the sale of a business? Is your business stuck in puberty or is it ready to sell? How to get out of Business Puberty Co...
Jul 17, 2023•38 min•Ep 2•Transcript available on Metacast Embark on a captivating journey as we unveil the top 5 reasons sellers lose substantial amounts of money when selling their businesses. Prepare to be astonished by the recurring mistakes that have cost entrepreneurs hundreds of thousands, even millions of dollars. Brace yourself for a thrilling episode that reveals the hidden pitfalls and offers valuable insights to safeguard your financial success. Visit us at: Bsalesgroup.com DesignMySale.com...
Jul 13, 2023•9 min•Ep 1•Transcript available on Metacast 
