Join us for another enlightening episode of THE EXIT Podcast, where we explore the intricate process of selling a family business. Our guest, Scott Berger, President of Arista Air Conditioning, shares his personal journey through the complex maze of a business exit. From the initial consideration to sell, to the final steps of the transaction, Scot…

In the latest episode of THE EXIT Podcast, titled "Building Generational Wealth Through ESOPs," the host and Certified Exit Planning Advisor, Brett Dearing, along with guest David Jasmund, Managing Director at PCE Investment Bank, explore the complexities and benefits of transitioning a business to an Employee Stock Ownership Plan (ESOP). They disc…

Join us for a special edition of THE EXIT Podcast, hosted by Brett Dearing, where he provides essential guidance to business owners on preparing for a successful business sale. In this episode, Brett identifies the three most frequent mistakes made by business owners during a sale - inadequate financial readiness, lack of a transition strategy, and…

The importance of succession planning for business owners cannot be overstated. It is a vital process that guarantees the continuity, financial stability, and enduring success of a business. It prepares a company for leadership transitions, whether they are due to retirement, unforeseen departures, or strategic growth. In the absence of a robust pl…

This Episode: For those business owners that sometimes find the journey of being an entrepreneur to be lonely and at times full of self doubt, this is a great episode. On this episode, we speak with Mark Taylor, Master Chair of VISTAGE on the importance of peer advisory support and identifying/addressing your internal saboteurs. Mark is a CEO that …

Planning For Growth in 2024! As you start off the new year, business planning is an imperative process to the overall success of your business. In November of 2023, I presented at the 2023 Business Owner Summit where I was asked to speak to business owners on the importance of navigating revenue growth. On this episode of the The EXIT Podcast, hear…

On this episode, Brett Dearing and Corey Massella, Managing Director from UHY-Advisors, discusses the importance of conducting a Quality of Earnings on your business before you sell. The key benefits are: Having a clear understanding of company financials Stress test the revenue trends of your business Accurately establish Adjusted EBITDA, Cash Flo…

On this special edition of The EXIT, hear from our guest, CEO, and Founder, Greice Murphy talk about her journey as a business owner leaving her native country of Brazil at 23 years old and starting one of the fastest-growing healthcare companies in the U.S. with over 13,000% growth over 10 years, 79% client retention and a 95% positive customer ex…

Is your business being used as a trojan horse by cyber attackers to attack larger businesses, clients or service providers. On this episode our guest, Deborah Nitka, Manager at CohnReznick will discuss the fundamentals of building a functional cyber strategy for your business. Most importantly, we will also discuss how cyberattacks can reduce the v…

Many business owners lose the opportunity to maximize net proceeds from the sale of their business by not following this fundamental rule. On this episode of The EXIT, you will hear from Tom Theurkauf, Partner at Sun Valuation on the importance of conducting a third party valuation as the foundation of your tax planning strategy. Brett and Tom will…

Today business owners leave 15% to 25% of their business value on the negotiating table when exiting a business. On this episode of THE EXIT you will hear from Steven Flyer, Partner at AUA Private Equity Partners about what business owners should focus on when thinking about formalizing a private equity partnership for growth. Steven will share his…

Exit Planning for business owners is the first defense to loosing enterprise value heading into a transaction. On this episode, Brad Muniz from Sobel Accounting reverses the tables and interviews Brett Dearing on the importance of preparedness before a sale. In this episode, Brett also covers: Why exit planning is important Who should be on your tr…

Many business owners are approached by interested buyers about the prospects of selling there business. At that moment it is too late to prepare your business for maximum value. In this episode, listen to some of the top transaction or deal killers that can present too much risk for an interested buyer. How does owner reliance, dated operations, an…

In this podcast, host Brett Dearing and Stephen King, Founder of GrowthForce have an in depth discussion about the mistakes business owners make around growth planning and utilizing Key Performance Indicators (KPI's). They also share real examples of success by business owners that incorporate customized KPI's for GROWTH!…

2020, to say the least has been one of the most challenging years for business owners. Owners who were thinking about selling in 2019 but waited in the hopes of capturing a higher valuation, negotiate better deal terms or just thought they had more time, were hit with a global pandemic, recession, contentious election year, and possible tax policy …

Listen to this telling discussion with Susan Schoenfeld, CEO and founder of Wealth Legacy Advisors LLC. On this podcast Susan will discuss the challenges business owners face dealing with multi-generational wealth and the tricky conversations around wealth transfer. Susan is a self-described “recovering” Attorney and CPA with deep experience as an …

In this brief overview you will hear about some of the concerns shared by business owners in regards to the Phase 2 re-opening. Insperity surveyed over 3000 of their business owner payroll and benefits clients about what they are concerned about during the relaunch. You will notice that majority of the concerns were focused on re-establishing busin…

Many business owners run their businesses without an exit in mind. Then when the time comes to sell, they find out the way they've been running their company is not attractive to perspective buyers and if there are interested buyers they will on transact at a deep discount to market value. What is the reasoning for perspective buyers wanting to dis…

Happy 2018! Not sure how Exit Planning can benefit you as an owner or your business. Listen to this brief 16 minute podcast from host, Brett Dearing on how he utilizes his proprietary process and exit planning to unlock the value in your business and build a more efficient and profitable business. Regardless if your selling or looking to grow your …

On this episode of The-EXIT Podcast listen to Will Dowden, Partner at KLH Capital discuss the importance of finding the right financial partnership to grow your business. Will and Brett Dearing, Certified Exit Planning Advisor will also discuss current trends in the Private Markets as well as offer real examples of partnerships, growth strategies a…

This podcast focuses on understanding the importance of having a sound tax planning foundation before you sell your business. Listen to Deirdre Wheatley-Liss from Porzio, Bromberg & Newman. Listen to Deirdre speak about ensuring you have the proper structure set up for the sale. Also, she shares insights on how not having the appropriate contracts …

Listen to host Brett Dearing, CEPA and experienced professional Matthew Kerzner from EisnerAmper have a candid conversation on the issues surrounding today’s family owned businesses. Matthew will also discuss the process and resources he utilizes at EisenerAmper to assist a family owner with resolving complex issues that can impact the success and …

This Quick Facts Segment discusses the Private Market Cycle and helping business owners answer the question, is it still a good time to sell my business.By Brett Dearing, Certified Exit Planning Advisor

This is a quick clip I shared after having a meeting with a business owner who was not interested in Exit Planning and finally aske the question: "Why should I care about Exit Planning"?By Brett Dearing, Certified Exit Planning Advisor