Maximizing Business Value Before the Exit with Jeff Getty

The Visionaries Show

If you’re a business owner, chances are the idea of selling or transitioning your company has crossed your mind. But what does that process actually look like when done well?

In this episode of The Visionaries Show, Mohan and I sit down with Jeff Getty, a longtime M&A advisor who’s worked with countless founders to help them exit on their terms. Jeff brings a straight-shooting perspective on everything from unsolicited offers and strategic buyers to the tax tools most people miss (yes, we’re talking about QSBS).

We unpack the messy middle of ownership transitions: the family dynamics, the missed planning windows, the moments when founders realize they’re negotiating blind. Jeff shares the lessons he’s learned, the traps to avoid, and the strategies that help owners protect the business they’ve spent a lifetime building.

Here’s what we cover:

• Why succession planning matters, even if you think it doesn’t
• What to know about unsolicited offers before jumping at one
• How private equity is shaping today’s M&A landscape
• The role of due diligence before you go to market
• The overlooked tax-saving strategy every founder should know (hint: QSBS)
• Why family dynamics, not finances, derail most transitions
• How storytelling increases perceived business value during a sale

🎧 Tune in now to get clear on how to protect what you’ve built—and make the exit worth it.
Learn more about Jeff’s work at www.callanfamilyoffice.com
Pick up his book, The Descent Is The Real Climb: Unexpected Truths About Successful Business Transitions, on Amazon: https://amzn.to/4iBY64q