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The End: How to Maximize Your Multiple | 847

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Manage episode 490323933 series 2834919
Content provided by Dave Lorenzo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Lorenzo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This is a live presentation Dave Lorenzo delivered to a group of CEOs on Zoom in June 2025.

This episode dives into the three biggest levers that lift any company’s valuation: exit planning, succession strategy, and recurring revenue. You’ll hear why thinking about the sale of your business years before you sell forces disciplined decisions that boost profits today. We explain how a clear succession framework lowers buyer risk and keeps your company humming even if key leaders leave. Then we break down simple ways to bolt on subscription income that can double your EBITDA multiple in under two years. Real-world case studies show each concept in action so you can apply the lessons right away.

What You’ll Discover Today

  • Why treating your business like an investment forces smarter decisions and bigger distributions
  • How rock solid succession and contingency plans slash risk and boost buyer confidence
  • The simple shift to recurring revenue that can double valuation in eighteen months

Key Topics Discussed

  • Internal vs external exit options: management buyouts, ESOPs, employee ownership trusts, strategic and financial sales
  • Building succession into every performance review: one third teaching the next person, one third self development, one third today’s KPIs
  • Removing key person risk with job descriptions and SOPs generated quickly with AI
  • Cleaning financials and moving to accrual accounting to make diligence painless
  • Recurring revenue models that transform quality of earnings and lift EBITDA multiples
  • Real world examples: a plumbing firm ready for private equity, an owner who doubled value by adding two subscription businesses, and the speaker’s own near exit moment that reshaped his priorities

Call to Action

Ready to turn your company into an investment that grows and pays you every month? Schedule a quick call at (305) 692-5531 and let’s map your exit, succession, and recurring revenue game plan today.

  continue reading

874 episodes

Artwork
iconShare
 
Manage episode 490323933 series 2834919
Content provided by Dave Lorenzo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Lorenzo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This is a live presentation Dave Lorenzo delivered to a group of CEOs on Zoom in June 2025.

This episode dives into the three biggest levers that lift any company’s valuation: exit planning, succession strategy, and recurring revenue. You’ll hear why thinking about the sale of your business years before you sell forces disciplined decisions that boost profits today. We explain how a clear succession framework lowers buyer risk and keeps your company humming even if key leaders leave. Then we break down simple ways to bolt on subscription income that can double your EBITDA multiple in under two years. Real-world case studies show each concept in action so you can apply the lessons right away.

What You’ll Discover Today

  • Why treating your business like an investment forces smarter decisions and bigger distributions
  • How rock solid succession and contingency plans slash risk and boost buyer confidence
  • The simple shift to recurring revenue that can double valuation in eighteen months

Key Topics Discussed

  • Internal vs external exit options: management buyouts, ESOPs, employee ownership trusts, strategic and financial sales
  • Building succession into every performance review: one third teaching the next person, one third self development, one third today’s KPIs
  • Removing key person risk with job descriptions and SOPs generated quickly with AI
  • Cleaning financials and moving to accrual accounting to make diligence painless
  • Recurring revenue models that transform quality of earnings and lift EBITDA multiples
  • Real world examples: a plumbing firm ready for private equity, an owner who doubled value by adding two subscription businesses, and the speaker’s own near exit moment that reshaped his priorities

Call to Action

Ready to turn your company into an investment that grows and pays you every month? Schedule a quick call at (305) 692-5531 and let’s map your exit, succession, and recurring revenue game plan today.

  continue reading

874 episodes

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