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Family Business Coaching and Consulting: Exit Success Lab: What We Do | 807

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Manage episode 482721546 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.

How Exit Success Lab Helps Family Businesses Grow, Transition, and Thrive

On this episode of the Inside BS Show, Dave Lorenzo breaks down the three core ways Exit Success Lab supports family-owned businesses. Whether you're trying to unlock growth, preparing to transition to the next generation, or planning a sale, Dave shares how his team guides you every step of the way. You'll also hear how Exit Success Lab coaches professionals who want to work with family businesses—and how business brokers and M&A advisors collaborate with the firm to prepare companies for market.

What You’ll Discover Today:

  • Why family businesses require a unique approach to coaching and consulting
  • The three specific types of support Exit Success Lab offers family business owners
  • How professionals can get certified to work with family businesses through Exit Success Lab
  • Why brokers and M&A professionals send clients to Exit Success Lab for preparation

Key Topics Discussed:

  • Growth consulting for family businesses
  • Generational succession planning
  • Preparing for a strategic or financial transition
  • Certified coaching program for professionals serving family-owned companies
  • Partnerships with M&A professionals and business brokers

Links and Resources:

Call to Action:
If you're a family business owner, a professional looking to serve that market, or a broker with a client who needs help getting ready for a sale, call Dave Lorenzo at (305) 692-5531 to start the conversation.

  continue reading

813 episodes

Artwork
iconShare
 
Manage episode 482721546 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.

How Exit Success Lab Helps Family Businesses Grow, Transition, and Thrive

On this episode of the Inside BS Show, Dave Lorenzo breaks down the three core ways Exit Success Lab supports family-owned businesses. Whether you're trying to unlock growth, preparing to transition to the next generation, or planning a sale, Dave shares how his team guides you every step of the way. You'll also hear how Exit Success Lab coaches professionals who want to work with family businesses—and how business brokers and M&A advisors collaborate with the firm to prepare companies for market.

What You’ll Discover Today:

  • Why family businesses require a unique approach to coaching and consulting
  • The three specific types of support Exit Success Lab offers family business owners
  • How professionals can get certified to work with family businesses through Exit Success Lab
  • Why brokers and M&A professionals send clients to Exit Success Lab for preparation

Key Topics Discussed:

  • Growth consulting for family businesses
  • Generational succession planning
  • Preparing for a strategic or financial transition
  • Certified coaching program for professionals serving family-owned companies
  • Partnerships with M&A professionals and business brokers

Links and Resources:

Call to Action:
If you're a family business owner, a professional looking to serve that market, or a broker with a client who needs help getting ready for a sale, call Dave Lorenzo at (305) 692-5531 to start the conversation.

  continue reading

813 episodes

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