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You're Not Just Exiting a Company—You're Exiting an Identity - Jerome Myers
Manage episode 472288063 series 2848647
Content provided by Jerome Myers - Exit Paradox Advisor and Jerome Myers - Advisor to exiting founders. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jerome Myers - Exit Paradox Advisor and Jerome Myers - Advisor to exiting founders 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.
What if selling your business didn’t bring the fulfillment you expected? While most discussions around business exits focus on valuation, deal structures, and financial freedom, few address the emotional toll that follows. In this episode, Jerome Myers, America's leading exit authority, unpacks the silent costs of selling a business—the identity crisis, emotional void, and six centers of doubt that can leave founders feeling lost. He shares why 75% of entrepreneurs regret their exits and reveals a four-step framework to help navigate post-exit life with clarity and purpose.
If you’re planning an exit or struggling with what comes next, this episode is your guide to designing a fulfilling next chapter.
[00:00 - 01:15] Introduction: The Emotional Toll of Selling Your Business
- Exiting a business isn’t just financial—it’s personal and emotional
- Many founders feel lost, questioning their identity after selling
- This episode uncovers what happens emotionally after an exit
[01:16 - 03:09] The Six Centers of Doubt Every Founder Faces
- Self-Image: “Who am I without my business?”
- Relationships: “Do I still belong if my network was tied to my company?”
- Work: “I need something to do, but what?”
- Health: “I sacrificed my well-being—can I fix it now?”
- Prosperity: “I have time and money, but am I using them wisely?”
- Significance: “What is my impact beyond the business I built?”
[03:10 - 04:44] Why 75% of Founders Regret Their Exit
- Without a clear post-exit vision, many founders fall into one of two traps
- A company doesn’t automatically bring fulfillment—it must be intentionally designed
[04:45 - 06:00] The Four-Step Process to Exit with Clarity
- Nourish: Take time to recover and reflect
- Explore: Identify what truly excites and fulfills you
- Evaluate: Test new paths before committing too soon
- Transcend: Step thoroughly into your next chapter with confidence
[06:01 - 06:54] Taking Action: Designing Your Next Chapter
- The key to a successful exit is preparing beyond financials
- Jerome’s Exit Readiness Assessment helps founders determine if they’re genuinely exit-ready
- Instead of suffering in silence, founders should proactively plan for their next phase
Key Quotes:
“The moment you sell, you’re not just exiting a company—you’re exiting an identity.” - Jerome Myers
“You either design your next chapter with intention or drift into regret.” - Jerome Myers
Ready for your next chapter?
Start Your Assessment Now 👉 https://theexitparadox.com/assessment
Leave a Review + Help Others Achieve a Great Legacy
If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth.
Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence.
🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!
You sold your business… now what?
No one warns you about the identity crisis, the void, or the doubts that creep in after the deal is done. 75% of entrepreneurs regret their exit but it doesn’t have to be that way.
In this episode, I break down the hidden costs of selling and share my four-step framework to help you navigate what’s next with clarity and purpose.
Don’t let your exit become your regret.
🎧 Listen now:
#BusinessExit #LifeAfterExit #BeyondTheDeal
Learn more about your ad choices. Visit megaphone.fm/adchoices
353 episodes
You're Not Just Exiting a Company—You're Exiting an Identity - Jerome Myers
Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
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Manage episode 472288063 series 2848647
Content provided by Jerome Myers - Exit Paradox Advisor and Jerome Myers - Advisor to exiting founders. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jerome Myers - Exit Paradox Advisor and Jerome Myers - Advisor to exiting founders 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.
What if selling your business didn’t bring the fulfillment you expected? While most discussions around business exits focus on valuation, deal structures, and financial freedom, few address the emotional toll that follows. In this episode, Jerome Myers, America's leading exit authority, unpacks the silent costs of selling a business—the identity crisis, emotional void, and six centers of doubt that can leave founders feeling lost. He shares why 75% of entrepreneurs regret their exits and reveals a four-step framework to help navigate post-exit life with clarity and purpose.
If you’re planning an exit or struggling with what comes next, this episode is your guide to designing a fulfilling next chapter.
[00:00 - 01:15] Introduction: The Emotional Toll of Selling Your Business
- Exiting a business isn’t just financial—it’s personal and emotional
- Many founders feel lost, questioning their identity after selling
- This episode uncovers what happens emotionally after an exit
[01:16 - 03:09] The Six Centers of Doubt Every Founder Faces
- Self-Image: “Who am I without my business?”
- Relationships: “Do I still belong if my network was tied to my company?”
- Work: “I need something to do, but what?”
- Health: “I sacrificed my well-being—can I fix it now?”
- Prosperity: “I have time and money, but am I using them wisely?”
- Significance: “What is my impact beyond the business I built?”
[03:10 - 04:44] Why 75% of Founders Regret Their Exit
- Without a clear post-exit vision, many founders fall into one of two traps
- A company doesn’t automatically bring fulfillment—it must be intentionally designed
[04:45 - 06:00] The Four-Step Process to Exit with Clarity
- Nourish: Take time to recover and reflect
- Explore: Identify what truly excites and fulfills you
- Evaluate: Test new paths before committing too soon
- Transcend: Step thoroughly into your next chapter with confidence
[06:01 - 06:54] Taking Action: Designing Your Next Chapter
- The key to a successful exit is preparing beyond financials
- Jerome’s Exit Readiness Assessment helps founders determine if they’re genuinely exit-ready
- Instead of suffering in silence, founders should proactively plan for their next phase
Key Quotes:
“The moment you sell, you’re not just exiting a company—you’re exiting an identity.” - Jerome Myers
“You either design your next chapter with intention or drift into regret.” - Jerome Myers
Ready for your next chapter?
Start Your Assessment Now 👉 https://theexitparadox.com/assessment
Leave a Review + Help Others Achieve a Great Legacy
If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth.
Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence.
🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!
You sold your business… now what?
No one warns you about the identity crisis, the void, or the doubts that creep in after the deal is done. 75% of entrepreneurs regret their exit but it doesn’t have to be that way.
In this episode, I break down the hidden costs of selling and share my four-step framework to help you navigate what’s next with clarity and purpose.
Don’t let your exit become your regret.
🎧 Listen now:
#BusinessExit #LifeAfterExit #BeyondTheDeal
Learn more about your ad choices. Visit megaphone.fm/adchoices
353 episodes
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 The Overlooked Leg of the Stool: Why Post-Exit Success is the Key to a Complete Exit Plan - Jerome Myers 56:14
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Play Later Play Later Lists Like LikedWhat happens after the founder exits? Too often, regret, confusion, and loss of identity. In this powerful session from the Exit Planning Institute, Jerome Myers delivers a wake-up call: most exit plans ignore the human element. While others focus on finances and operations, Jerome highlights the missing pillar: personal planning . Press play and rethink what it means to exit with excellence. [00:00 – 12:00] Exit is Inevitable, But Fulfillment is Not 100% of founders will exit: “Sell it, give it away, or close it.” Most advisors ignore personal planning, but it’s what leads to regret “The stool wobbles without the third leg. We’re building incomplete exits.” [12:01 – 25:00] The Founder’s Exit Paradox The paradox: rich and free, but lost “They decouple their identity from the business and enter a void.” Common regrets: loss of purpose, isolation, status drop, boredom Why does money only solve 2 of the 5 levels in Maslow’s hierarchy [25:01 – 38:00] Six Centers of Doubt: The Hidden Struggles Introducing the Exit Paradox Iceberg Self-image, Relationships, Work, Health, Prosperity, Significance “If you don’t know where you’re going, you won’t like where you end up.” 60% of founders’ core relationships disappear post-exit [38:01 – 48:15] From “What’s Next?” to N.E.X.T. Nourish, Evaluate, Xplore, Transcend: a framework for life after exit “Most are exiting from, not to. That’s why they regret it.” How Jerome helped his father find purpose again, becoming a mayor in his 60s [48:16 – End] Real Tools, Real People, Real Legacy The NEO Assessment: Six archetypes for post-exit personality “Ask your clients: What are you optimizing for, money or fulfillment?” Advisors: why you need to engage the personal side, or risk losing the AUM “The only way your life ever matters is if you are positively impacting other people's lives.” Key Quotes: “Money solves the first two levels of Maslow’s hierarchy. Everything after that - purpose, belonging, impact - needs something deeper.” – Jerome Myers “The biggest problem in exit planning is that most founders are exiting from instead of exiting to .” – Jerome Myers Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 No Regrets: Maximizing Wealth When Selling Your Business - Homer Smith 45:52
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Play Later Play Later Lists Like LikedWhat if your exit could be the beginning of your best story, not the end? In this deep-dive workshop-style episode, Jerome Myers reunites with Homer Smith, financial strategist and founder of Konvergent Wealth, to unpack the financial and emotional blueprint for achieving true post-exit success. Whether you’re years from selling your business or already navigating offers, this episode delivers the playbook for preserving family wealth and personal purpose. If you're a business owner asking, "What's next?" — this one's for you. [00:00 – 12:00] Two Paths After the Sale Why 70% of businesses brought to market don’t sell—and how to avoid being one of them The post-sale "tragedy" no one talks about “Only about 6% of owners who go to market are highly satisfied with the outcome.” The three pillars of a successful exit: business readiness, market readiness, and owner readiness [12:01 – 26:00] The Real Reasons Founders Miss Out Unrealistic valuations and the myths around multiples Why internal partner conflict can kill a deal The #1 financial red flag for buyers: messy books The hidden danger of high customer concentration [26:01 – 36:00] The Founder's Exit Paradox Jerome breaks down the emotional crash that hits post-sale Creating a personal life plan that aligns with the deal terms “Most founders are walking into a sea of nothingness.” How the N.E.X.T. framework (Nourish, Evaluate, eXplore, Transcend) builds clarity and confidence [36:01 – 45:00] Planning to Win (Not Just Exit) Real case study: $106M egg farm deal and $20M tax savings Why your transaction team might be too small—or too inexperienced Planning five years out: why it’s never too early to optimize [45:01 – End] Exit Into Excellence How post-exit optimization begins long before you close Jerome’s call to founders: “Don’t build a business without designing the life beyond it.” Resources to prepare: free whitepaper and transition readiness assessment Key Quotes: “The business, the market, and the owner all need to be ready.” - Homer Smith “Only about 6% of business owners who raise their hands to go to market are highly satisfied with the outcome.” - Homer Smith Connect with Homer Smith Website: http://www.konvergentwealth.com/ LinkedIn: https://www.linkedin.com/in/homersmith4/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Fail Forward: Failure is the Tuition We Pay - Kasim Aslam 54:25
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Play Later Play Later Lists Like LikedWhat if your biggest failures were the stepping stones to your greatest impact? In this raw and revealing episode, Jerome Myers sits down with Kasim Aslam, serial entrepreneur and founder of the world’s top-ranked Google Ads agency, to unpack his journey from troubled teen to 8-figure exit. With unmatched candor, Kasim shares the highs, the hard truths, and why his life’s mission today is centered on global employment, not just profit. If you’ve ever felt stuck, burned out, or unsure of what’s next, listen closely. [00:00 – 12:10] Two Exits, One Framework Building the #1 Google Ads agency Productizing services for scale The behind-the-scenes of an 8-figure exit [12:11 – 22:45] Integrity Over Everything Why most agencies fail their clients Saying no to the wrong deals How honesty fuels demand and client trust [22:46 – 34:00] The Rocky Road to Reinvention Growing up in poverty and crime Losing everything in the '08 crash Finding purpose through failure [34:01 – 45:00] Safe, But Not Satisfied What it felt like when the wire hit The paradox of post-exit emptiness Learning to delegate and let go [45:01 – End] Meaningful Work as Legacy Why hiring is the new impact model Creating global opportunity through EAs The case for failing forward Key Quotes: “You want to change lives? Hire someone.” — Kasim Aslam “Failure is the tuition that we pay. Chase good failure, quality failure, healthy failure.” — Kasim Aslam Connect with Kasim! LinkedIn: https://www.linkedin.com/in/kasimaslam YouTube: https://www.youtube.com/@kasimaslam Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Exit Smarter, Sooner: The 3-Year Acceleration Strategy - Mahen Gundecha 40:21
40:21 Play Later Play Later Lists Like Liked40:21
Play Later Play Later Lists Like LikedWhat if you could add $1M to your exit, without working extra years? Jerome Myers talks with Mahen Gundecha, a seasoned dealmaker, about how timing, positioning, and rolled equity can boost your exit value. Learn why most exits fail, what buyers want, and how to avoid costly delays. A must-listen for any founder thinking about an exit, now or years from now. [00:00 – 12:58] Mahen’s Global Journey + The Wake-Up Call for Founders From Tanzania to Toronto to Pennsylvania: Mahen’s backstory Why unplanned exits leave millions on the table The value of starting exit prep years before you're ready [12:59 – 24:32] What Makes a Business Truly Sellable Why only 20% of listed businesses ever sell Founder dependency: the hidden value killer How rolled equity can add major upside post-sale [24:33 – 36:25] Market Forces You Can’t Ignore: Consolidation + Competition What happens when your competitor is acquired by private equity Why does consolidation raise the risk of customer loss The importance of differentiation to stay competitive [36:26 – 48:07] When Growth Becomes a Gamble: Hope vs. Strategy Why acquisition strategies often fail without a solid plan How age affects your exit risk tolerance The danger of relying on “hope” as a growth strategy [48:08 – 1:07:47] A Smarter Path Forward: Preparation Without Pressure Why you should never negotiate with one buyer How deal fatigue kills value and momentum Tools and steps to start preparing for a clean, profitable exit Key Quotes: “Prepare your business before life forces your hand.”— Mahen Gundecha “Hope is what drives you, but you’ve got to have a plan.”— Mahen Gundecha Connect with Mahen! Email: mahen@bristol.group LinkedIn: https://www.linkedin.com/in/bristol-group/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Be Sellable: How to Attract Your Ideal Buyer Before You’re Ready - Lorraine McGregor 45:59
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Play Later Play Later Lists Like LikedWhat if your business could attract the right buyer before you're even ready to sell? In this episode, exit strategist Lorraine McGregor reveals why only 1–2% of businesses ever sell and how to ensure yours is one of them. She breaks down the hidden reasons exits fail, the mindset shifts founders must make, and what buyers are looking for. If you think buyers will show up when you're ready, think again. This is a must-listen for any founder considering exit, even years in advance. [00:00 – 07:00] The Harsh Truth About Business Exits Why most small businesses never sell M&A myths: Buyers don’t show up when you’re ready, they buy when it suits them How Lorraine discovered the “black box” language of M&A [07:00 – 16:00] Why Buyers Walk Away Internal chaos kills deals: unresolved partner conflicts and weak management teams The real reason exit planners and M&A brokers won’t take you on as a client What does it mean to “become the business your buyer is looking for” [16:00 – 27:00] Understanding the Mind of the Buyer The four kinds of buyers, and how each one evaluates your business Why "earning your price" is better than demanding your price Funded searchers vs. zero-money-down acquirers: the opportunity and the risk [27:00 – 38:00] From Projections to Proof Why trailing financials alone aren't enough The myth of the magical pro forma: how real buyers view projections Creating certainty in your operations to justify a higher valuation [38:00 – 45:00] The Exit Starts with Mindset The biggest mistake: building a business with no clear end in mind How to build a company that outlasts you Why being "sellable" means building value for both you and the buyer Key Quotes: “Buyers don’t buy your past, they buy your future. And they need certainty about that future.” — Lorraine McGregor “Be sellable, all the time. That’s the best thing you can do for your legacy.” — Lorraine McGregor Connect with Lorraine! Website: https://www.spiritwest.com LinkedIn: https://www.linkedin.com/in/lorrainemcgregor Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Regret Proof Your Business Part 2 - David Shavzin & Maria Forbes 27:20
27:20 Play Later Play Later Lists Like Liked27:20
Play Later Play Later Lists Like LikedWhat if your team, not your revenue, is the key to a successful business exit? In Part 2 of the Regret-Proof series, Jerome Myers and Maria Forbes of Stratis Human Capital Solutions explore how people issues like misalignment, legacy hires, and founder-dependence quietly drain business value. Learn how to turn your workforce into your strongest asset, whether you’re years from selling or fielding offers now. [00:00 – 04:30] Why Human Capital Is the Missing Link in Exit Planning Human capital is a strategic value driver, not just HR Buyers assess workforce strength, leadership alignment, and role clarity Growth and exit readiness should be aligned and simultaneous [04:30 – 08:30] Alignment: The First People Challenge “Cloning yourself” limits innovation and scalability Misalignment hinders synergy, efficiency, and growth True alignment means matching instincts and strengths to roles [08:30 – 13:30] Hiring Habits: Staff vs. Stakeholders Staff support the owner's goals; stakeholders co-own company growth Stakeholder teams drive autonomy, performance, and purpose Hiring habits must evolve to boost retention and enterprise value [13:30 – 18:00] Growth Bottlenecks: Managing Alone Won’t Scale Top-down leadership reduces agility and resilience Distributed leadership unlocks execution and team potential Role mapping supports clarity, development, and onboarding [18:00 – 26:00] Regret-Proofing Through People Strategy Outdated systems and poor onboarding weaken enterprise value A healthy, independent, connected workforce attracts buyers Start early to ensure your exit results in pride, not regret Key Quotes: “Alignment is a value driver. When you’re in good alignment, a potential buyer can see that.” — Maria Forbes “If you’re calling them staff, then they are your supporters. If you’re calling them your team, then they’re stakeholders in the growth of your company.”— Maria Forbes Connect with David! Website: https://getonthevaluetrack.com/ LinkedIn: https://www.linkedin.com/in/davidshavzin/ Connect with Maria! Website: https://firepowerteams.com/ LinkedIn: https://www.linkedin.com/in/mariacforbes/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Regret Proof Your Business Part 1 - David Shavzin & Maria Forbes 34:28
34:28 Play Later Play Later Lists Like Liked34:28
Play Later Play Later Lists Like LikedWhat if selling your business could be the proudest moment of your career, not your biggest regret? In this episode, Jerome Myers talks with David Shavzin, founder of The Value Track and co-founder of the Exit Planning Exchange Atlanta. With decades of experience in exit planning and M&A, David shares why so many entrepreneurs feel disappointed after selling, and how you can avoid it. Discover how to think like a buyer, increase your business's transferable value, and prepare for a successful, meaningful exit. If you’re ready to transition from business owner to legacy builder, you won’t want to miss this conversation. [00:00 – 07:50] The Cost of Poor Planning 75% of owners regret selling, early planning is the antidote Baby Boomer wealth transfer = huge opportunities + huge risks Lack of preparation = loss of personal and generational wealth [07:50 – 23:50] Own the Buyer’s Mindset Big myths busted: quick exits, easy deals, setting your price Buyers pay for cash flow, not dreams Make yourself irrelevant to maximize business value [23:50 – 33:00] Valuation Truths and the Realities of Selling Your Business Industry multiples mislead, true value is complex and specific Expect a 9–18-month sales process full of due diligence landmines Clean financials and strong prep = higher price and faster close [33:00 – 42:00] Flex Your Exit: Deal Structures and Dream Teams Not all exits are cash-outs, mergers, internal transitions, and family sales matter Flexible structures win Assemble your exit dream team early: M&A advisor, CPA, attorney, financial planner [42:00 – 46:00] How to Regret-Proof Your Business Sale Get laser-clear on personal and financial goals Build a company that thrives without you Start planning NOW, the future-you will thank you Key Quotes: “Think like a buyer as you grow your company.” — David Shavzin “If you want to sell your company successfully, your goal should be to make yourself irrelevant.” — David Shavzin Connect with David! Website: https://getonthevaluetrack.com/ LinkedIn: https://www.linkedin.com/in/davidshavzin/ Connect with Maria! Website: https://firepowerteams.com/ LinkedIn: https://www.linkedin.com/in/mariacforbes/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Beyond Willpower: Designing Effective Forcing Mechanisms for Success - Matthew Jarvis 51:11
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Play Later Play Later Lists Like LikedWhat does it look like to engineer a business that serves your life—and not the other way around? Matthew Jarvis, founder of Jarvis Financial and co-founder of The Perfect RIA, built a thriving financial advisory firm designed for freedom. In this episode, Matthew opens up about building a “lifestyle practice,” navigating the emotional landmines of succession, and making bold moves (like taking 150+ days off a year!) without sacrificing business performance. Expect honest stories about designing a business around your values, preparing for exit from day one, and why impact, not just income, should be the endgame. If you're looking to exit right, not just exit rich, this episode will shift your thinking. [01:13 – 08:12] Design Your Life First Life by Design: Matthew shares how he built a business to support his ideal lifestyle Lifestyle Practice: Intentional client selection and lean operations Personal Metrics: Why time off mattered more than AUM growth Early Vision: Planning for exit even in the early years of growth [08:12 – 18:49] Exiting on Purpose Succession Strategy: Hand-picking his successor with the intention Founder Ego: Wrestling with identity and letting go of being “the guy” Trust and Letting Go: Setting the team up for success post-transition The Real Timeline: Why a clean break was the healthiest move [18:49 – 29:06] Impact Over Income Beyond the Check: How purpose played into exit planning The Perfect RIA: Building a second business to help others escape the grind Systems + Values: Operational freedom with a high-integrity culture Mission Alignment: The joy of helping others build lifestyle practices [29:06 – 38:55] Life After Exit Rhythms Post-Exit: How Matthew structures his time now Avoiding the Void: Creating new challenges to stay engaged Family + Freedom: Prioritizing relationships and global experiences Reinvention: The exit isn’t the end, it’s the beginning of significance [38:55 – 46:00] Advice for Founders Start With Why: Design your business with your life in mind Get a Coach: The power of external insight Exit Readiness: Don’t wait until burnout to start the process Leave a Legacy: Measure success by your impact, not just your income Key Quotes: “If willpower were enough, we wouldn't have this discussion. I need a forcing mechanism.”— Matthew Jarvis “Successful people do things again and again. If I do those things, I’ll probably get similar results.”— Matthew Jarvis Connect with Matthew! Website: https://www.theperfectria.com LinkedIn: https://www.linkedin.com/in/mpjarvis/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Paychecks to Purpose: The 8 Exits of a Founder - Jerome Myers 1:00:43
1:00:43 Play Later Play Later Lists Like Liked1:00:43
Play Later Play Later Lists Like LikedMost people think money is the biggest barrier to leaving their job—but they’re wrong. In this powerful mastermind session, Jerome Myers joins real estate investors and corporate pros to reveal the real cost of walking away: emotional, mental, and operational. Drawing from his leap from corporate at the peak of success, Jerome shares hard-earned lessons on why most exits fail, the myths of passive income, and what truly makes wealth worth building. If you're dreaming of leaving your W2 or already have, this conversation will shake your assumptions and refocus your purpose. Press play and discover what it takes to build a life of freedom and fulfillment. [00:00 – 04:57] Real People at the Edge of a Leap Investor intros: career paths and exit goals Common thread: W2 jobs and uncertainty Jerome sets the tone for real talk [04:58 – 11:45] Jerome’s Exit Story Built a $20M division—then told to downsize Choose values over comfort and quit Faced with cash flow struggles with no plan [11:46 – 20:59] Freedom Numbers & False Starts Most don’t know their real “freedom number.” Passive income takes time and capital Going from six figures to zero is a real risk Know what life—not lifestyle—costs [21:00 – 34:15] Chief Everything Officer Startup life is messy, lonely, and intense You’ll do everything—from admin to investor calls Visibility is leverage, not vanity Faceless brands fail in today’s market [34:16 – 48:15] Purpose Over Passive Real estate cash flow isn’t instant Wealth comes from exits and expertise Consulting often beats syndication Purpose fuels fulfillment; money alone doesn’t [48:16 – 59:00] Doubt, Purpose & the Real Work Doubt lingers, even with a plan Mission matters more than ego Money without purpose leads nowhere We exit to do our real work Key Quotes: “The biggest mistake I made in my transition from an employee to a founder was trying to build a faceless brand.” - Jerome Myers “The only way your life ever matters is if you are positively impacting the lives of other people.” - Jerome Myers Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Letting Go on Purpose: A Founder’s Guide to Exiting Right with Julie Cole 43:51
43:51 Play Later Play Later Lists Like Liked43:51
Play Later Play Later Lists Like LikedWhat happens when your business becomes your identity, and you sell it? Julie Cole, co-founder of Mabel’s Labels, went from lawyering to label-making, raising six kids while helping build a household name from her sister’s basement. She opens up about the unexpected acquisition, how her team navigated co-founder dynamics, and the emotional complexity of stepping back while staying connected to the brand. Expect stories of scrappy beginnings, smart business moves, the real challenges of exiting with multiple partners, and how to redefine purpose after the deal is done. If you've ever wondered what success looks like on the other side of the sale, this conversation pulls back the curtain. [01:26 – 07:26] From Basement to Brand Intro & Vision: Julie introduces herself and the idea Bootstrapping: Four founders and personal drive kickstarted the venture Real Need: A product born from personal challenges Validation: Early word-of-mouth proved the concept [07:26 – 16:44] Building the Machine Team Dynamics: Clear roles and communication were key Growth: Evolving from the basement to professional facilities Market Response: Early press and customer love validated the idea Scaling: Strategic hires helped avoid burnout and silos [16:44 – 24:18] Exit Strategy in Real Time Acquisition Offer: Avery’s unexpected proposal turned real fast Valuation: Negotiated to reflect future growth Due Diligence: Smooth process with the right advisors Transition: Julie shifted to a brand evangelist role post-sale [24:18 – 32:00] Life After Exit Identity Shift: Founders faced new emotional challenges New Paths: Some moved into coaching, real estate, and mentoring Relationship Changes: Less frequent, but meaningful connections remain Community: Speaking and mentorship filled the post-exit gap [32:00 – 43:00] Legacy Building for Founders Plan Early: Your exit strategy shapes your growth Advisors Matter: Surround yourself with trusted experts Stay Focused: Avoid deal fatigue; keep the business thriving Key Quotes: “When you start your company, you should be thinking about your exit… That’s your JOB.” — Julie Cole "Surround yourself with people who are smarter than you—and never try to navigate a sale on your own." — Julie Cole Connect with Julie! Website: https://mabelslabels.com/ LinkedIn: https://www.linkedin.com/in/julie-cole-llb-ma-3794671/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Think Long-Term: The Key to Winning at Taxes - Steven Jarvis 39:36
39:36 Play Later Play Later Lists Like Liked39:36
Play Later Play Later Lists Like LikedHow do high-earning professionals maximize their financial opportunities while avoiding common tax pitfalls? In this insightful conversation, Jerome Myers sits down with Steven Jarvis, a tax strategist dedicated to helping business owners and professionals confidently navigate tax planning. Steven shares actionable strategies to optimize tax savings, uncover overlooked deductions, and build a proactive approach to financial planning. Whether you're a seasoned entrepreneur or just getting started, this episode will equip you with the knowledge to make tax-smart decisions that align with your financial goals. [00:00 - 06:42] The Importance of Proactive Tax Planning Avoiding Common Mistakes – Why waiting until tax season can cost you thousands Mindset Shift – Taxes are not just an annual burden but an ongoing financial strategy Collaboration is Key – Working with CPAs and financial advisors can uncover hidden opportunities [06:43 - 14:28] Maximizing Deductions & Reducing Liability Hidden Tax Savings – How to identify deductions that most professionals overlook Business Structuring – The impact of entity selection on tax efficiency. Retirement Contributions – Leveraging retirement accounts for long-term tax benefits [14:29 - 22:15] Common Tax Myths Debunked Myth: "I’m Too Small for Tax Planning" – Why every income level benefits from strategy The Audit Fear Factor – Understanding IRS red flags versus legitimate deductions Write-Offs vs. Cash Flow – Why a deduction doesn’t mean "free money" [22:16 - 30:04] Long-Term Wealth Strategies Through Tax Planning Tax-Efficient Investing – Maximizing returns while minimizing tax burdens Estate & Legacy Planning – Setting up structures that benefit future generations Giving Strategically – How philanthropy and tax planning intersect [30:05 - 38:51] Practical Steps to Implement Right Now Reviewing Past Returns – Uncovering missed deductions and amending returns Quarterly Tax Planning – Avoiding surprises and optimizing cash flow Building a Tax Strategy Team – Why collaboration creates the best outcomes Key Quotes: "Tax planning isn’t about avoiding taxes—it’s about paying exactly what you owe, not a penny more." - Steven Jarvis "The best way to get ahead on taxes is to think about them long term." - Steven Jarvis 🚀 Ready to Take Control of Your Exit Strategy? 🚀 Don't leave your business exit to chance! Join The Ultimate Exit Playbook and gain the insights, strategies, and tools to build a profitable, stress-free exit plan. Whether you're years away or planning your next big move, this event is your roadmap to success. Avail your spot now! 👉 https://theperfectriaevents.com/06-02-25-ultimate-exit-playbook Connect with Steven! Website: https://retirementtaxservices.com/ LinkedIn: https://www.linkedin.com/in/stevenajarvis/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Mind Over Money: Managing the Emotional Rollercoaster of Exiting - Jerome Myers 48:06
48:06 Play Later Play Later Lists Like Liked48:06
Play Later Play Later Lists Like LikedSelling a business is often seen as the ultimate victory, but what happens when the excitement fades and uncertainty sets in? In this episode, Jerome Myers, America's leading exit authority, uncovers founders' emotional and psychological challenges after selling their businesses. Many assume financial freedom will bring fulfillment, only to feel lost, disconnected, or restless. Jerome reveals the hidden traps of the exit journey and provides actionable insights to help founders transition with clarity and purpose. Learn how to avoid the everyday post-exit struggles and step confidently into your next chapter. [00:00 - 06:45] The Founder’s Exit Paradox Exiting a business isn’t just a financial transaction—it’s a personal transformation. Many founders assume wealth will bring fulfillment, but the reality is often differen.t The sudden loss of structure, identity, and purpose can be overwhelming Planning beyond the financials and preparing for emotional shifts is the key to a successful exit [06:46 - 15:58] The Wealth & Purpose Trap Financial freedom doesn’t automatically provide meaning or direction Without a structured plan, founders either jump into distractions or drift aimlessly True fulfillment comes from intentionally designing a life that aligns with personal values Success and fulfillment are different— wealth doesn’t guarantee happiness [15:59 - 25:22] Identity Crisis: Who Am I Without My Business? Your business shaped your daily routine, social circles, and sense of significance. Post-exit, many founders struggle with a loss of identity Some overcorrect by launching another company too soon, while others remain limbo The key is to separate your identity from your business before the exit [25:23 - 37:44] The Six Centers of Doubt Founders experience post-exit uncertainty in six key areas Preparing for these challenges in advance prevents post-exit regret [37:45 - 47:20] Designing a Fulfilling Next Chapter Avoid the trap of waiting until after the exit to figure out what’s next Define what success looks like beyond financial wealth Structure your post-exit life intentionally—focus on contribution, growth, and purpose Take the Exit Readiness Assessment to prepare for a smooth transition Key Quotes: “Freedom without purpose is just emptiness.” - Jerome Myers “Success and fulfillment are not the same—you can win the game and still feel like something is missing.” - Jerome Myers “When money is no longer the problem, you realize how many of your real challenges were never about money in the first place.” - Jerome Myers Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 You're Not Just Exiting a Company—You're Exiting an Identity - Jerome Myers 7:39
7:39 Play Later Play Later Lists Like Liked7:39
Play Later Play Later Lists Like LikedWhat if selling your business didn’t bring the fulfillment you expected? While most discussions around business exits focus on valuation, deal structures, and financial freedom, few address the emotional toll that follows. In this episode, Jerome Myers, America's leading exit authority, unpacks the silent costs of selling a business—the identity crisis, emotional void, and six centers of doubt that can leave founders feeling lost. He shares why 75% of entrepreneurs regret their exits and reveals a four-step framework to help navigate post-exit life with clarity and purpose. If you’re planning an exit or struggling with what comes next, this episode is your guide to designing a fulfilling next chapter. [00:00 - 01:15] Introduction: The Emotional Toll of Selling Your Business Exiting a business isn’t just financial—it’s personal and emotional Many founders feel lost, questioning their identity after selling This episode uncovers what happens emotionally after an exit [01:16 - 03:09] The Six Centers of Doubt Every Founder Faces Self-Image: “Who am I without my business?” Relationships: “Do I still belong if my network was tied to my company?” Work: “I need something to do, but what?” Health: “I sacrificed my well-being—can I fix it now?” Prosperity: “I have time and money, but am I using them wisely?” Significance: “What is my impact beyond the business I built?” [03:10 - 04:44] Why 75% of Founders Regret Their Exit Without a clear post-exit vision, many founders fall into one of two traps A company doesn’t automatically bring fulfillment—it must be intentionally designed [04:45 - 06:00] The Four-Step Process to Exit with Clarity Nourish: Take time to recover and reflect Explore: Identify what truly excites and fulfills you Evaluate: Test new paths before committing too soon Transcend: Step thoroughly into your next chapter with confidence [06:01 - 06:54] Taking Action: Designing Your Next Chapter The key to a successful exit is preparing beyond financials Jerome’s Exit Readiness Assessment helps founders determine if they’re genuinely exit-ready Instead of suffering in silence, founders should proactively plan for their next phase Key Quotes: “The moment you sell, you’re not just exiting a company—you’re exiting an identity.” - Jerome Myers “You either design your next chapter with intention or drift into regret.” - Jerome Myers Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! You sold your business… now what? No one warns you about the identity crisis, the void, or the doubts that creep in after the deal is done. 75% of entrepreneurs regret their exit but it doesn’t have to be that way. In this episode, I break down the hidden costs of selling and share my four-step framework to help you navigate what’s next with clarity and purpose. Don’t let your exit become your regret. 🎧 Listen now: #BusinessExit #LifeAfterExit #BeyondTheDeal Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 The Five Scars of Success: How Struggle Fuels High Achievers - Jerome Myers 12:11
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Play Later Play Later Lists Like LikedSuccess often comes at a cost. In this episode, Jerome Myers explores the Five Scars of Success—key life experiences that shape high-achieving entrepreneurs: conditional love, suicidal ideation, financial ruin, near-death experiences, and early loss of a loved one. While these experiences fuel ambition, they can also make business exits emotionally complex. Jerome shares how to reframe these scars to build a fulfilling next chapter beyond business ownership. [00:00 - 01:00] Introduction & The Five Scars of Success A reminder to check in on others. Success is often shaped by personal struggles. Exiting a business is about more than money. [01:01 - 03:00] Scar #1: Conditional Love Achievementis tied to receiving love. Creates a need for external validation. Must redefine self-worth beyond success. [03:01 - 04:30] Scar #2: Suicidal Ideation High-pressure success leads to dark moments. Many founders struggle in silence. Support systems are crucial. [04:31 - 06:00] Scar #3: Financial Ruin Many experience major financial loss. Fear of failure fuels relentless drive. Rebuilding is possible with resilience. [06:01 - 07:30] Scar #4: Near-Death Experience Facing mortality changes perspective. Creates urgency to leave an impact. Can lead to overworking and burnout. [07:31 - 09:00] Scar #5: Early Loss of a Loved One Loss fuels the drive for legacy. First businesses often aren’t true legacies. Purpose must go beyond financial success. [09:01 - 11:00] How These Scars Affect Exiting a Business More scars make letting go harder. Identity is often tied to business. Exits should be about fulfillment, not loss. [11:01 - 12:30] Moving Forward: Healing & Redefining Success These scars shape, but don’t define, us. Healing means using them as fuel. The exit is just the start of something greater. Key Quotes: “Healing isn’t about forgetting the scars—it’s about using them to fuel your next chapter.” “Most founders don’t realize that their first business isn’t their legacy; it’s what they build after they exit.” Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 If You Can Dream It, You Can Achieve It - Michelle Jacobik 50:11
50:11 Play Later Play Later Lists Like Liked50:11
Play Later Play Later Lists Like LikedWhat if the life you've carefully built suddenly changes—whether through divorce, a business exit, or an unexpected transition? How do you redefine success when everything familiar is gone? Michelle Jacobik, a financial expert and entrepreneur, shares her firsthand experience of navigating these pivotal moments. She and host Jerome Myers discuss rebuilding financial stability, rediscovering personal identity, and cultivating a mindset that fosters lasting success. Expect raw honesty, practical guidance, and an inside look at the steps needed to create a fulfilling next chapter. Tune in to gain the confidence and strategies to embrace change and turn uncertainty into opportunity. [00:00 - 03:14] - The Power of Support & Mindset Shifts Purpose, values, and gifts define contributions Support systems are essential for growth Mindset impacts success [03:15 - 12:29] - Navigating Divorce and Financial Transitions Divorce is both emotional and financial Plan for financial stability post-divorce Avoid emotional spending [12:30 - 24:39] - Redefining Success: Money as a Tool, Not Security Money offers stability, not identity Financial habits shape outcomes True success aligns with values [24:40 - 35:49] - Avoiding Burnout and Planning Your Exit Burnout signals need for change Build a business with an exit plan Seek support for smoother transitions [35:50 - 44:19] - Financial Runway & Business Success Businesses take time and money Have at least a one-year financial cushion Align business and personal finances [44:20 - 49:26] - Creating a Business by Design, Not Default Business models should align with goals Core values guide strategy Growth comes from learning and mentorship Key Quotes: "If you can dream it, you can achieve it." – Michelle Jacobik "A business built for cash flow alone is a trap. A business built to exit is freedom." – Michelle Jacobik Connect with Michelle! Website: https://michellejacobik.com/ LinkedIn: https://www.linkedin.com/in/michellejacobik/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 From Coffee Shop Beginnings to CEO Success - David Rodnitzky 54:35
54:35 Play Later Play Later Lists Like Liked54:35
Play Later Play Later Lists Like LikedWhat if achieving your ultimate business goals isn’t the end but just the beginning of a new journey? In this compelling conversation, Jerome Myers and David Rodnitzky dive into the reality of building, scaling, and ultimately exiting a successful business. David reveals what it’s like to reach the pinnacle, only to face new challenges: redefining success, handling the emotional weight of leaving something he built, and finding purpose beyond profit. Expect to hear insights on resilience, identity shifts, and the deeper meaning of success that often goes unnoticed in entrepreneurial journeys. Tune in to hear this honest and inspiring exploration of what it truly means to “make it” in life and business. [01:20 - 05:19] The Birth of a Business David’s beginnings: launching his agency in 2008 without any exit strategy Navigating the Financial Crisis with a Lean Startup Model How early expertise in Google advertising became a differentiator [05:20 - 12:59] Scaling Through Relationships and Reputation Building a client base through connections with venture capitalists David’s “triangulation” strategy for becoming a top choice in Silicon Valley Learning to create new categories to become the best in a niche [13:00 - 19:32] Facing the Challenges of Rapid Growth Hiring challenges and learning to delegate: David’s first hire turned partner Acquiring complementary skills through smart hires and acquisitions How scaling strained the agency’s unique culture and original goals [19:31 - 37:33] The Sale, Buyback, and Resale: A Rollercoaster of Exits Selling to a strategic buyer, only to buy back the business and scale again The stresses of managing earnouts, valuations, and investor relations Navigating the identity crisis and emotional turmoil post-exit [37:44 - 53:50] Finding Purpose After the Exit David’s journey through burnout and Self-reflection post-sale Embracing yoga, meditation, and philanthropic ventures for fulfillment Lessons on redefining self-worth beyond career achievements Key Quotes “I learned in the client services world that a good relationship with bad results is better than a bad relationship with good results.” - David Rodnitzky "Many people don’t know that transcendence exists... it’s not really about the money; there’s so much more to life than that." - Jerome Myers Connect with David! Website: https://www.3qdept.com/ LinkedIn: https://www.linkedin.com/in/davidrodnitzky/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Factory of Good: Using Prosperity to Build a Lasting Impact - Alex Bean 39:11
39:11 Play Later Play Later Lists Like Liked39:11
Play Later Play Later Lists Like LikedWhen you reach the peak—exit your business and achieve financial freedom—what comes next? Alex Bean, co-founder of Divvy, shares his personal journey through the highs and challenges of “making it.” In this episode, he reveals the four stages that follow a major success—Honeymoon, Loss, Experimentation, and Reinvention—and offers a fresh perspective on using wealth for lasting impact. Listen in as Alex and Jerome Myers discuss how money can amplify who we are and explore what it takes to build a meaningful legacy. Join us to gain valuable insights on transforming success into a powerful force for good. [02:00 - 09:15] Understanding True Identity Beyond Career Building a personal identity separate from professional roles Recognizing the value of family, faith, and friendships Knowing the difference between who you are and what you do [09:16 - 17:55] The Four Phases Post-Exit Honeymoon: The initial joy and freedom post-exit. Loss: Coping with feelings of purposelessness Experimentation: Exploring new interests to find meaning Reinvention: Discovering a new direction and purpose [18:56 - 27:35] Lessons from Building and Selling Divi Reflecting on the growth and exit journey of Divi Leveraging business strengths to get the best deal Managing personal identity changes after the exit [27:36 - 34:47] The Concept of a “Factory for Good” Using wealth and influence for positive societal impact Shifting the “factory output” from money to good Setting boundaries to prevent entitlement within family wealth [34:48 - 38:26] Cultivating Independence and Purpose in the Next Generation Instilling financial responsibility through “The Bank of Mom and Dad” Encouraging self-reliance to prevent entitlement Building a meaningful legacy through community and family values Key Quotes: "We owe it to ourselves and our families to use success as a factory for positive change." – Alex Bean "Money shouldn't be the only output. We should create an output that improves the human experience." - Jerome Myers Connect with Alex! Website: https://freshconsulting.com/ LinkedIn: https://www.linkedin.com/in/alexbean/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Run Your Race and Keep Your Eyes on Your Prize - Jerome Myers 24:55
24:55 Play Later Play Later Lists Like Liked24:55
Play Later Play Later Lists Like LikedWhat truly defines a prosperous life? Is it the wealth you accumulate or the impact you make on others? Jerome Myers invites you to question traditional ideas of success as he explores the value of intentional living, purpose, and leaving a legacy that uplifts others. Through compelling personal stories and practical insights on balancing time, talents, and meaningful connections, Jerome challenges you to think beyond material gains. Expect to uncover why genuine impact often outweighs income and how living aligned with your purpose can make every encounter meaningful. Tune in to discover how you can create a life that resonates with significance. [00:00 - 01:19] Setting the Scene: Seeking Significance Reflecting on the power of community and shared values Success, for Jerome, means making a positive impact Invites listeners to pursue big dreams and self-actualization [01:20 - 05:03] Reflections from Hawaii: Time and Legacy The family trip provides space to unplug and reflect The “Losing your marbles” exercise underscores time’s value Shares a story about keeping promises and dependability [05:04 - 10:23] Self-Identity and Standards Discusses how self-image shapes behavior Encourages setting personal standards as a “thermostat” Importance of showing up intentionally for others [10:24 - 17:51] Wealth, Giving, and Return on Life Balancing time, talent, and treasure in life Advocates for giving and witnessing impact firsthand Shifts focus from wealth to meaningful experiences [17:52 - 22:31] Running Your Race Emphasizes concentration on personal goals, not comparisons Lessons from his journey highlight patience and perseverance Stresses valuing the journey over rushing to the end [22:32 - 24:10] Preparing for Mastermind: Building a Legacy Jerome invites listeners to his upcoming mastermind Importance of growth through shared insights and community Reaffirms the value of pursuing dreams and building legacy Key Quotes: Run your race. Keep your eye on your prize. Once you start looking left and right, you’ll get distracted and may miss your opportunities and your mark. - Jerome Myers Imagine calling yourself prosperous when you have a lot of money but lack time or the ability to use your talents. - Jerome Myers Connect with Jerome! LinkedIn: https://www.linkedin.com/in/jeromemyers Instagram: https://www.instagram.com/coachjeromemyers/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
How can a leader step away from the company they’ve built without losing their sense of purpose or identity? In this conversation, Robert Glazer shares his unique approach to business exits. Rather than abruptly walking away, Robert took a gradual approach to stepping down from his role as CEO. He discusses the emotional and strategic challenges of slowing down, the importance of succession planning, and how to find purpose beyond leadership. What happens when the hustle ends? How can you transition smoothly without losing your sense of self? Listen to this episode to hear Robert’s insights on creating a thoughtful exit plan that prioritizes personal well-being and business success. [00:00 - 03:03] Welcoming Robert and Intentional Focus How perception shifts with an intentional focus in business and life Setting the stage for discussions on business exits and transitions [03:04 - 08:07] Robert’s Exit Strategy and Succession Planning Phased exit from Acceleration Partners and preparing personally Steps Robert took to ensure a smooth, ego-free leadership handover [08:08 - 16:31] Finding the Right Financial Partner Criteria for selecting the right financial partner for growth It is important to align values and cultural fit with the company’s future [16:32 - 24:45] The Emotional Impact of Exiting Coping with the loss of leverage and identity after stepping down Robert found a new purpose through writing and speaking [24:46 - 34:59] Health and Well-Being After Deceleration The mental and physical toll of slowing down after years of hustle Practical advice for founders managing this transition [35:00 - 45:07] Lessons and Final Thoughts How time off improved Robert’s well-being and shifted his focus The importance of health, family, and planning for the future Key Quotes: “The people who thought they could just walk away on day one are usually unhappy. You need to plan a gradual exit.” - Robert Glazer “When I realized I didn’t want to run this business forever and it was getting too big, I knew I needed a partner to allow for a gradual drawdown.” - Robert Glazer Connect with Robert! Website: https://robertglazer.com/ LinkedIn: https://www.linkedin.com/in/glazer/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Owners are Going to Leave Vertically or Horizontally! - Laurie Barkman 32:39
32:39 Play Later Play Later Lists Like Liked32:39
Play Later Play Later Lists Like LikedIs the most challenging part of running a business knowing when—and how—to let it go? Laurie Barkman, a business transition expert, helps entrepreneurs tackle the challenges of preparing their businesses for exit. She reveals why most businesses fail to sell and what owners can do to avoid this fate. Laurie and Jerome discuss the emotional and practical sides of exiting, offering actionable steps to ensure your business thrives without you. Ready to find out how to exit on your terms? Listen now to discover how you can prepare for a smooth, successful transition. [00:00 - 04:08] Welcome to the Sherpa Journey Jerome introduces Laurie Barkman as a "business Sherpa" Laurie defines what a "business Sherpa" does for entrepreneurs [04:09 - 09:36] The Hard Truth About Business Exits Most business owners need to prepare for exit Only 2 out of 10 businesses that intend to sell do [09:37 - 14:48] Increase Business Value While You Still Run It Laurie compares improving a business to renovating a house Owners should focus on creating value while still in control [14:49 - 20:32] Overcoming Emotional Attachments Laurie shares stories of owners who resist selling Emotional ties to businesses often prevent logical decisions [20:33 - 25:44] When Is a Business Truly Exit-Ready? Preparing for an exit can take up to a year or more Exit readiness requires financial, legal, and operational planning [25:45 - 31:36] The Power of Planning: It’s a Marathon Exiting is a marathon, not a sprint Predictability and stability make businesses more attractive to buyers Key Quotes: "Exit shouldn’t be a dirty word. It’s a transition – a movement from one stage to another." – Laurie Barkman "Predictability and stability lead to the best valuations when it's time to sell a business." – Jerome Myers Connect with Laurie! Website: https://thebusinesstransitionsherpa.com/ LinkedIn: https://www.linkedin.com/in/lauriebarkman/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Your Guide for Exiting to Excellence - Jerome Myers 34:01
34:01 Play Later Play Later Lists Like Liked34:01
Play Later Play Later Lists Like LikedWhat happens when your identity is deeply tied to your business? How do you plan an exit that protects your company and your sense of self? Jerome Myers and Matt Halloran explore the “Founder’s Exit Paradox” and the challenges of stepping away from a business while asking: What’s next when the company no longer defines you? Jerome shares stories from his workshop with Sri Lankan business leaders, tackling identity, legacy, and the importance of planning a purposeful exit. Whether you’re years away from exiting or nearing the decision, this episode offers the strategies and insights to guide you toward a future filled with meaning. [00:00 - 04:51] Small Shifts, Big Impact Tiny decisions, significant changes: Small shifts lead to significant outcomes Sri Lanka insights: Lessons from family businesses Legacy views: U.S. vs. Sri Lankan perspectives [04:52 - 10:07] Legacy Resistance and The Founder's Exit Paradox Legacy pushback: Some resist the concept of legacy Identity struggle: Entrepreneurs find it hard to separate from their business Exit challenge: Unraveling identity is necessary but difficult [10:08 - 15:28] Shedding Business Identity The descent: Shedding business identity like layers New passions: Sri Lankan entrepreneur pursues racing Exploring purpose: Finding passions outside of work [15:29 - 22:00] Passion Projects and Creating Value Passions to legacies: Passion projects leave a lasting mark Rewarding work: Passion-driven efforts can be more fulfilling Purpose focus: Solve bigger problems after exiting [22:01 - 28:15] The Importance of Exit Planning Exit strategy: Critical like estate planning Three exit options: Sell, close, or pass down Avoid chaos: Poor planning leads to messy transitions [28:16 - 33:16] Final Thoughts and Next Steps Think ahead: Plan long-term for your exit Reverse success: Work backward from your goal Assessment insights: Jerome’s tool helps business owners prepare Key Quotes: “Small shifts over time can make humongous changes, not just in that person's life, but also in the world.” - Matt Halloran “Founders often wrap their identity up in the business, and unraveling that is one of the hardest parts of the exit.” - Jerome Myers Connect with Jerome! LinkedIn: https://www.linkedin.com/in/jeromemyers/ Instagram: https://www.instagram.com/coachjeromemyers/ Post Exit Personality Assessment Link: https://theexitparadox.com/assessment LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Life After the Exit: Michael Silva on Navigating Identity, Loss, and Rediscovering Purpose After Selling His Business 45:54
45:54 Play Later Play Later Lists Like Liked45:54
Play Later Play Later Lists Like LikedWhat happens when you sell the business that defines you? Can financial success replace personal fulfillment? In this episode, Michael Silva shares his journey from building a thriving physical therapy practice to facing the emotional challenges of stepping away. Expect real stories about preparing your business and yourself for an exit and finding purpose in the next phase of life. This episode offers essential insights if you're a business owner or entrepreneur considering your exit. Are you truly ready? Listen to find out! [00:00 - 08:15] Michael Silva & The Identity Crisis Michael reflects on how his identity was tied to his role as a business owner Selling the business forced him to confront an emotional void he wasn’t prepared for [08:16 - 16:23] Building the Practice and Team He describes the struggles of starting his practice and the importance of early key hires Growing a team and expanding operations were essential to the business's success [16:24 - 25:03] Preparing for the Exit Michael explains how stepping back from revenue generation made the business more attractive to buyers Systems and a strong team allowed the business to run without his daily involvement [25:04 - 33:19] Emotional Toll of Selling Selling the business left Michael feeling disconnected, even though he had prepared logistically Support from family helped him cope with the emotional aftermath of the sale [33:20 - 41:11] Starting A New Chapter Michael talks about transitioning to coaching and the challenge of imposter syndrome Helping others succeed brought him a new sense of fulfillment post-exit [41:012 - 41:48] Reflections on Fulfillment Financial success from the sale didn’t immediately lead to personal fulfillment Preparing both emotionally and financially is crucial for a successful transition Key Quotes: "The financial part of selling a business is only half the story—the emotional toll is what I wasn’t prepared for." - Michael Silva "What I see most people do is get the business exit-ready, but they don't get themselves exit-ready." - Jerome Myers Connect with Michael! LinkedIn: https://www.linkedin.com/in/michaeljsilva-pt-consultant/ Website: https://michaeljsilva.com/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 From Teen Dad to Multimillionaire - Don Jackson 47:25
47:25 Play Later Play Later Lists Like Liked47:25
Play Later Play Later Lists Like LikedWhat does it take to turn a vision into reality? In this episode, Jerome Myers talks with Don Jackson, who went from being a teen father to building a multimillion-dollar mental health business. Don shares the risks he took, his sacrifices, and how he found a new purpose after success. Jerome asks: what are we willing to do to make our dreams real? If you’ve ever wondered how to push through life’s toughest challenges and find purpose beyond success, listen now and be inspired to follow your vision. [00:00 - 05:03] Vision and the Power of Perseverance Introduction to Don Jackson and his entrepreneurial beginnings Facing challenges early as a teen father Trusting your vision and embracing the struggle as part of the journey [05:04 - 11:09] From Grass Cutting to Mental Health Entrepreneur Don’s first hustle mowing lawns and how responsibility shaped his work ethic Reflecting on his drive to support his family from a young age Transitioning from physical labor to finding his passion in the mental health field [11:10 - 17:11] Building Right Path Behavioral Health The difficult two-year journey of starting Right Path Behavioral Health Navigating the roadblocks and gatekeepers in the mental health industry Becoming the youngest mental health service provider in Florida at age 28 [17:12 - 29:51] Growing the Company and Becoming a Leader The challenges of leadership and hiring the right people Building Right Path into a company with 63 employees and maintaining a hands-on leadership approach Balancing growth and personal values to build a strong company culture [29:52 - 43:59] The Emotional Exit and Life After Selling Don’s reflections on receiving a multimillion-dollar wire after selling the company Coping with the emotional aftermath of stepping away from a business he built from the ground up Finding new purpose and continuing the journey post-sale [44:00 - 46:40] Final Thoughts and Advice for Aspiring Entrepreneurs The importance of staying true to your vision How success is not just about financial gains but about perseverance and making a positive impact Key Quotes: “Your vision is your vision. God would've given it to them if the vision were for anybody other than you. So, you gotta trust it." - Don Jackson "If it were easy, everybody would be doing it. Embrace the struggle." - Don Jackson Connect with Don! Email: don032254@yahoo.com LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 90% of All Wealth is Lost by the 3rd Generation - Rich Christiansen 53:41
53:41 Play Later Play Later Lists Like Liked53:41
Play Later Play Later Lists Like LikedCan you succeed while staying true to your values and building a lasting family legacy? In this episode, Rich Christiansen, an entrepreneur with 17 successful business exits, shares his journey of balancing wealth, family, and personal growth. He introduces his Legato Family Framework, offering practical ways to avoid the common traps of generational wealth loss and build a foundation rooted in values. Rich also opens up about discovering his true identity and the transformative power of self-forgiveness and love. If you’re looking for insights on how to find proper balance in life, this is an episode you won’t want to miss. Listen now to explore how you can create a meaningful legacy for yourself and your family. [01:29 - 03:04] Meet Rich Christiansen Jerome introduces Rich, highlighting his 17 successful business exits. Rich shares how family and values have shaped his life and business. They discuss the balance between wealth creation and meaningful relationships. [03:05 - 08:53] The Pendulum of Balance Rich explains the challenges of balancing professional success with personal life. Balance means flowing between extremes, not staying rigid. The pressure to prove worth can disrupt life balance. [08:54 - 17:35] The Legato Family Framework Introduction to Rich’s Legato Family Framework centered on family values and traditions. Rich explains how it helps families avoid generational wealth loss. Creating a family mission statement is key to preserving values. [17:36 - 31:07] Overcoming Guilt and Shame Rich discusses guilt and shame as low emotional frequencies that hold people back. Open dialogue and spiritual growth are essential for healing. His family framework focuses on self-love and rejecting shame. [31:08 - 52:56] Rich’s Personal Story: Discovering His True Identity Rich shares the emotional story of discovering he was donor-conceived. The journey of reconciliation transformed his understanding of family. He emphasizes the power of forgiveness and self-love in overcoming challenges. Key Quotes: "Balance is about crossing the line of balance as frequently as possible." - Rich Christiansen "Our deepest need is to be seen, but also our biggest fear is being fully manifest and seen." - Rich Christiansen Connect with Rich! Website: https://richchristiansen.com/ LinkedIn: https://www.linkedin.com/in/richristiansen/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Go From Building a Living to Building a Life - Lloyd Reeb 54:38
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Play Later Play Later Lists Like LikedWhat does it mean to live a life of true significance? In this episode of Dream Catchers, Jerome Myers, and Lloyd Reeb explore how to shift from chasing career success to building a purpose-driven life. With over 25,000 hours of coaching experience, Lloyd shares practical steps to "get clear, get free, and get going" in your journey. Listeners will learn to balance time, energy, and wealth, build a family legacy, and mentor the next generation. If you’ve ever asked yourself, "Is there more to life than this?" this episode is for you. Lloyd Reeb challenges you to redefine success and shows how living with intention can transform your life and legacy. [00:00 - 06:45] Introduction & Lloyd Reeb’s Coaching Journey Jerome introduces Lloyd Reeb, highlighting his 25,000+ hours of coaching experience Discuss gaining clarity in life with Lloyd’s process: "Get clear, get free, and get going" It is important to create a margin in life to explore purpose and take action [06:46 - 16:59] The Halftime Institute: From Success to Significance The Halftime Institute, co-founded by Lloyd and Bob Buford, helps people shift from career focus to life purpose How midlife prompts reflection on whether there’s more to life than career success Transitioning to becoming the "Chief Life Officer" and creating impact in the second half of life [17:00 - 27:52] Building Financial Freedom & Family Legacy Lloyd shares insights on financial freedom and the importance of capping lifestyle to focus on purpose Examples of how limiting lifestyle leads to more joy and opportunities for contribution Strategies for building a family enterprise that generates wealth while blessing others [27:53 - 41:13] Mentoring the Next Generation Lloyd discusses the fulfillment of investing in the next generation through mentorship The concept of Ardent Mentoring, where seasoned leaders guide young social entrepreneurs Mentoring is a way to invest time and wisdom in others for a lasting impact [41:14 - 52:37] Intentional Leadership & Closing Thoughts The necessity of intentional leadership in building a thriving family and life Setting lifestyle limits, teaching kids about money, and fostering purpose in family life Final thoughts on becoming your "Chief Life Officer" with long-term personal metrics and a life mission Key Quotes: "Money is a terrible master but a great servant." - Lloyd Reeb "Building a career is one thing; building a life is far more intimate, complex, and rewarding." - Lloyd Reeb Connect with Lloyd! Website: https://halftimeinstitute.org/ LinkedIn: https://www.linkedin.com/in/lloydreeb/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Stop Overpaying in Taxes - Todd Villarrubia 39:00
39:00 Play Later Play Later Lists Like Liked39:00
Play Later Play Later Lists Like LikedWhat if your tax strategy is costing you more than it should? This episode challenges the norm and asks: Are you keeping as much of your hard-earned money as possible? Join Jerome Myers and tax attorney Todd Villarrubia as they reveal strategies that could transform your understanding of taxes. From selecting the correct business entity to advanced tax plans, Todd shares insights that could protect and grow your wealth. If you're ready to rethink your approach and maximize your financial freedom, this podcast is for you. Tune in to discover the key strategies that could change your financial future. [00:00 - 09:51] Misconceptions About CPAs and Tax Planning CPA vs. Tax Strategist: CPAs often focus on tax preparation rather than proactive tax reduction strategies Proactive Planning: Effective tax planning can yield a 10-to-1 ROI, significantly reducing tax burdens Customized Solutions: Importance of personalized tax strategies tailored to individual needs [09:52 - 17:59] Tax Strategies for Business Owners Cost Segregation: Utilizing cost segregation to maximize tax deductions on commercial real estate Retirement Plans: Advanced options like the 412(e)(3) allow substantial tax-deductible contributions Strategic Deductions: Methods to optimize deductions and minimize taxable income. [18:00 - 24:31] Preparing for a Business Exit Entity Structure: The impact of business entity choice on tax liabilities during an exit. Deferred Sales Trusts: Deferring taxes for up to 20 years to maintain financial flexibility post-exit Capital Gains Optimization: Strategies to maximize favorable tax treatment on capital gains [24:32 - 29:43] Protecting Wealth Through Trusts Asset Protection Trusts: Safeguarding assets from lawsuits while retaining control Dynasty Trusts: Preserving wealth across generations, tripling net worth by avoiding estate taxes Trust Planning: Early planning is necessary to ensure long-term wealth protection [29:44 - 37:00] Future Tax Legislation and Its Impact Upcoming Changes: Potential reductions in estate tax exemptions and increases in income tax rates Strategic Planning: Staying ahead of tax law changes to protect assets and minimize taxes Charitable Planning: Prioritizing tax incentives before leveraging philanthropic contributions for tax reduction Key Quotes: "Double your take-home pay by changing how you manage taxes. It’s not a fantasy; it’s a strategy." - Todd Villarrubia "Paying more in taxes than you need to is a sin. There's so much more good that can be done with those dollars in the hands of the people who earned them." - Jerome Myers Connect with Todd! Website: https://lawealthplan.com/ LinkedIn: https://www.linkedin.com/in/todd-villarrubia/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Slow Down and Become More Productive - Brittany Anderson 48:18
48:18 Play Later Play Later Lists Like Liked48:18
Play Later Play Later Lists Like LikedCan you scale the heights of professional success while maintaining your authenticity and personal values? In this engaging podcast episode, Brittany Anderson, an accomplished entrepreneur and financial strategist, addresses this critical question. She shares her journey and the strategies that have enabled her to manage a billion-dollar company while fostering a culture of authenticity and supportive community engagement. Listeners will gain insights into the power of Brittany's 90/10 concept—her innovative method for balancing intense professional drive with the essential need for personal downtime and reflection. She also discusses the challenges and opportunities for women in leadership roles and the transformative impact of cultivating genuine connections in the workplace and beyond. Tune in to learn from Brittany's experiences and discover actionable advice for navigating your career with integrity and purpose. Listen now and start your journey toward a more balanced and fulfilling professional life. [01:00 - 9:03] Breaking the Mold: Brittany’s Journey to Leadership From Corporate America to Entrepreneurship: Brittany shares her transition from managing a jewelry store to becoming the president of a financial services firm Taking the Leap: How Brittany’s willingness to take risks led her to a successful career in wealth management A Heart for Small Communities: The decision to invest in a rural Minnesota nursery and the impact of supporting local businesses [09:04 - 18:21] Trailblazing the Path: Empowering Women in Finance Women and Wealth: The evolving role of women in wealth management and why they are the future of the industry Challenging the Status Quo: Brittany discusses the unique challenges women face in balancing career and family life Building the Trailblazers Community: The motivation behind creating a space for women to connect and thrive in their professional and personal lives [18:22 - 27:11] The 90/10 Rule: Redefining Success and Avoiding Burnout Slowing Down to Speed Up: Introducing the 90/10 concept and its role in maintaining balance and avoiding burnout Balancing Act: How high achievers can maintain success without sacrificing their personal lives Showing Up Fully: The importance of bringing your best self to both work and home [27:12 - 36:56] Authentic Connections: The Power of Vulnerability and Support Creating Safe Spaces: Brittany’s vision for Trailblazers as a platform for women to connect authentically The Power of Community: How vulnerability and support within a curated community can lead to personal and professional growth From Competition to Collaboration: Shifting the focus from competing to supporting one another in achieving success [37:57 - 46:18] The Dream Architect: Crafting a Vision for Your Future The Over Dinner Conversation Tool: Brittany introduces a powerful tool to help listeners clarify their dreams and build deeper connections Empowerment Through Service: The fulfillment that comes from helping others achieve their dreams Final Reflections: The importance of networks and genuine connections in achieving long-term success Key Quotes: "Women are not a niche in your business; they are the future of your business." - Brittany Anderson "The 90/10 concept is about giving yourself permission to slow down so you can show up fully both at work and at home. - Brittany Anderson Connect with Brittany! Website: http://www.sweetfinancial.com/ LinkedIn: https://www.linkedin.com/in/brittany-anderson/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Don't Just Do What's Right... Do What's Generous! - Sam Wakefield 47:11
47:11 Play Later Play Later Lists Like Liked47:11
Play Later Play Later Lists Like LikedHow do you redefine success when you've achieved what you thought was the ultimate goal? In this episode, host Jerome Myers engages with Sam Wakefield, an entrepreneur who successfully built and sold his business but found himself asking, "What’s next?" This conversation profoundly explores what it truly means to exit the matrix of conventional success and pursue a life of greater purpose and impact. Listeners will learn how Sam transitioned from a career in the HVAC industry to becoming a sought-after coach and speaker, all while staying true to his core philosophy: giving more value than you take. The episode covers the challenges of selling a business, the emotional aftermath, and the unexpected opportunities when you focus on serving others instead of just making a profit. If you're at a crossroads in your career or contemplating your next big move, this episode will provide the insights and inspiration you need to confidently take that next step. [00:00 - 05:36] Vision: The Fuel for Your Dreams Meet Sam Wakefield: Get to know Sam’s Texan roots and how his early life shaped his career A Heatwave of Change: Discover how Sam’s entry into the HVAC industry was more fate than choice and how it set the stage for his entrepreneurial journey [05:37 - 14:12] Rising from the Ashes: Turning Adversity into Opportunity A Near-Death Experience: Sam shares a harrowing story of a life-threatening incident that led him to rethink his career and life priorities Catalysts for Growth: The impact of personal development books, like Rich Dad Poor Dad, on Sam’s mindset and career trajectory Entrepreneurial Lessons: Learn how Sam transformed challenges into opportunities and the crucial role resilience plays in success [14:13 - 25:28] The Exit Strategy: When the End is Just the Beginning The Emotional Rollercoaster of Selling a Business: Sam opens up about the bittersweet experience of selling his company and the identity crisis that followed Facing the Unknown: How Sam navigated the uncertain period after his exit, and why it led him to his true calling A New Chapter in Leadership: Discover how Sam’s next move, though seemingly a step back, became a launching pad for his coaching career [25:29 - 34:08] The Power of Generosity: Serve First, Success Follows Service Over Sales: Sam reveals his philosophy of providing immense value without expecting immediate returns and how it has shaped his approach to business Life’s Guiding Principles: Explore Sam’s core beliefs—doing what’s generous and always giving more than you take Building an Abundance Mindset: Practical tips on how to shift from a scarcity mindset to one of abundance, even during tough times [34:09 - 45:04] Living in Alignment: Core Values as Your Compass Why Core Values Matter: Jerome and Sam discuss the importance of living authentically by aligning actions with core values, both in business and life The Accelerating Power of Coaching: Learn why investing in a coach can be the game-changer you need to achieve your goals rapidly Final Reflections: As the episode closes, reflect on the power of vision, content creation, and staying true to your purpose Key Quotes: "Don't just do what's right... do what's generous." - Sam Wakefield "When you try to do something for everyone, you end up doing something for no one." - Sam Wakefield Connect with Sam! LinkedIn: https://www.linkedin.com/in/closeitnow Website: https://www.closeitnow.net/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Scaling from $500,000 to 1.5 Billion - Angel Alvarez 47:57
47:57 Play Later Play Later Lists Like Liked47:57
Play Later Play Later Lists Like LikedHow can an entrepreneur navigate the complexities of scaling a startup to reach billion-dollar valuations? In this revealing episode, Jerome Myers sits down with Angel Alvarez, who shares his transformative journey from a modest startup to a billion-dollar enterprise. Listen as Angel breaks down the key strategies behind his success, from embracing risks and strategically planning business exits to integrating philanthropy deeply into his company’s DNA. This discussion sheds light on achieving exponential business growth and emphasizes the broader impacts of entrepreneurial success. Are you intrigued by the possibility of turning a small venture into a vast empire? Join us for this enlightening conversation that will inspire, educate, and provide actionable insights for anyone interested in large-scale business development. [00:00 – 06:16] Opening Thoughts and Embracing Failure Angel Alvarez opens with his philosophy on failure as a stepping stone to success Introduction to the show and its mission by Jerome Myers, setting the tone for an inspiring discussion [06:16 – 18:00] The Journey from Employee to Entrepreneur Angel details his transition from an early career employee to establishing his own business empire Insights into the challenges and key decisions during the initial stages of his career [18:00 – 26:08] Strategic Growth and Business Exits Discussion on scaling the business through strategic mergers and acquisitions Angel shares his experiences with business exits and the critical strategies that led to successful outcomes [26:08 – 36:56] Philanthropy Intertwined with Business Angel explains how philanthropy is an integral part of his business strategy Specific examples of philanthropic initiatives and their impact on both the community and business success [36:56 – 45:52] Concluding Insights and Vision for the Future Angel offers advice to aspiring entrepreneurs on resilience and pursuing their visions Jerome concludes the episode with reflections on the discussion and hints at what's to come in future episodes Key Quotes: Many quit after failing; I failed multiple times before succeeding. It’s all about mindset.– Angel Alvarez "We built the organization with a culture of acquiring and nurturing talent, which many overlook during acquisitions." – Angel Alvarez Connect with Angel! LinkedIn: https://www.linkedin.com/in/angel-i-alvarez-26170a7/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 You Are The One That Breaks the Family Patterns - Bobby Castro 55:58
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Play Later Play Later Lists Like LikedHow do you break free from society's invisible barriers around you? Explore the inspiring journey with host Jerome Myers as he delves into a candid conversation with Bobby Castro, a self-made billionaire who transformed his life from a ninth-grade dropout to a towering figure in entrepreneurship. In this insightful discussion, Jerome and Bobby unpack the power of breaking free from limiting beliefs and generational patterns to forge a legacy of success. They delve into how obsession fueled Bobby's self-education and how spirituality and intentionality dramatically shaped his path. Discover the crucial strategies to escape the societal 'crab bucket' and learn how these insights can propel your life to new heights. Don’t miss this episode if you’re eager to learn about achieving personal greatness and resilience. Tune in to hear how Bobby’s journey can inspire your path to success. [00:00 - 07:55] Unshackling from the Crab Bucket Escaping Limitation: Bobby introduces the concept of the "crab bucket" to illustrate how societal constraints can hold us back Foundation of Success: Exploring Bobby's challenges and the early mindset shifts crucial for his journey Meet Your Host and Theme: Jerome sets the stage for the episode, outlining its focus and expectations [07:56 - 15:59] From Dropout to Billionaire Defying the Odds: Bobby shares his transformation from being a ninth-grade dropout to creating a billion-dollar enterprise The Power of Genuine Connections: The significance of trust and transparency in building relationships Sustained Energy for Life: Bobby discusses how he maintains high energy and positivity naturally [16:00 - 23:44] Spiritual Awakening and Rebirth Moments of Clarity: Bobby details personal experiences that led him to embrace spirituality and its impact Family as Catalyst: How family interactions and events sparked deeper spiritual explorations [23:45 - 32:03] Mastering the Business Chessboard Strategic Moves: Unpacking Bobby’s key business decisions and his ventures into real estate that fueled his financial success Wealth Philosophy: Insights into Bobby's approach to money, risk, and investment strategies [32:04 - 39:49] Crafting a Legacy of Intention Breaking Cycles: The importance of overcoming generational patterns to establish a new legacy Living with Purpose: How aligning daily actions with life goals leads to profound and sustained success [39:50 - 53:58] Reflections and Pathways Forward Key Takeaways: Recap of the transformative lessons from Bobby’s life and their relevance to the audience Looking Ahead: Advice from Bobby on staying true to oneself and focusing on essential life values amidst chaos Key Quotes: “The power of compounding is significant; everything big starts small, yet many people want to skip that process.” - Bobby Castro "Obsession is a requirement for being self-taught." - Bobby Castro Connect with Bobby! LinkedIn: https://www.linkedin.com/in/bobby-castro/ LinkTree: https://linktr.ee/officialbobbycastro LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 You Think You'd Have Time Until You Don't - Jerome Myers 19:12
19:12 Play Later Play Later Lists Like Liked19:12
Play Later Play Later Lists Like LikedWhat if the biggest myth about exit planning is also the most dangerous? In this solo episode, Jerome Myers, America's leading exit authority, breaks down the costly mistake founders make—waiting too long to plan their next move. He shares hard-hitting insights on the Founder’s Exit Paradox and why delaying the conversation about “what’s next” can leave you lost, unfulfilled, or even financially vulnerable. Jerome explores the excuses founders tell themselves, the four unexpected reasons entrepreneurs are forced to exit, and the ultimate question every business owner should ask: If you only had six months left before you had to exit, what would you do differently today? [00:00 - 02:44] The Exit Paradox: The Dangerous Myth That’s Holding You Back Waiting too long to plan leads to regret Exit is a transition, not the end Are you exiting from or to something? [02:45 - 008:51] The Three Excuses Founders Use to Delay Their Next Move “I’m too busy.” Avoiding the future creates problems “I don’t know what’s next.” Clarity comes from action “I love what I do.” Staying too long can cost you [08:52 - 13:48] The Four Unexpected Reasons Founders Are Forced to Exit Burnout: Overworking leads to exhaustion Death/Disease: Without you, does your business survive? Divorce: Work-life imbalance strains relationships Market Forces: Timing impacts exit success [13:49 - 16:57] Exit Planning as a Responsibility, Not an Afterthought Businesses relying on founders are worth less Liquidity creates freedom and security Innovative founders build self-sustaining companies [16:58] The Critical Question Every Founder Must Ask What would you prioritize with six months left? The Exit Readiness Assessment reveals blind spots Take action before time forces your hand. Key Quotes: “If you had six months before your exit, what would you do differently today?” - Jerome Myers “The biggest lie founders tell themselves is, ‘I’ll figure it out when the time comes.’” - Jerome Myers Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Hip Hop x Finance: What Hip-Hop Can Teach You About Wealth - Drew Boyer 40:45
40:45 Play Later Play Later Lists Like Liked40:45
Play Later Play Later Lists Like LikedWhat if your relationship with money determined your freedom? Most people chase wealth, but few truly understand how to manage it in a way that brings lasting security and fulfillment. Are you making financial decisions that serve your future, or are you unknowingly setting yourself up for financial traps? Jerome Myers sits down with Drew Boyer, author of Hip Hop & Finance, to explore the financial lessons hidden in hip-hop. From MC Hammer’s financial downfall to 50 Cent’s unexpected business acumen, this conversation unpacks the actual cost of economic ignorance, and the mindset shifts needed to build lasting wealth. Expect powerful stories, hard-earned wisdom, and a fresh perspective on personal finance that blends music, culture, and money in a way you’ve never heard before. [00:00 - 00:59] The Inspiration Behind Hip Hop & Finance Jerome introduces Drew and his book How hip-hop lyrics teach financial lessons Drew’s journey from drummer to finance Why financial education should be accessible [03:00 - 08:49] The Psychology of Money & Breaking Free from Debt How early money habits shape life The impact of comparison culture Drew’s experience with debt Recognizing and correcting money mistakes [08:50 - 14:54] Celebrity Money Mistakes: MC Hammer & 50 Cent MC Hammer’s $72M downfall 50 Cent’s vitamin water deal vs. bad investments The hidden costs of luxury homes The need for truth-tellers, not yes-men [14:55 - 21:44] What to Do With a Windfall & Avoiding Lifestyle Inflation Innovative steps for handling sudden wealth Why financial professionals matter Delayed gratification vs. impulse spending Investing in experiences and assets [21:45 - 33:19] Estate Planning & Protecting Your Legacy The chaos of dying without a will Lessons from Tupac, Mac Miller, and Takeoff Setting up trusts and legal documents Bob Marley’s estate planning mistake [33:20 - 40:00] The Key to Financial Success: Education & Patience Why financial literacy is key The power of patience and long-term thinking Controlling emotions in financial decisions Understanding money before you have it Key Quotes: "Some people spend their whole lives working hard but never learn to make money work for them." - Drew Boyer "The only person you should ever compare yourself to is who you were a year ago." - Drew Boyer Connect with Drew! Website: https://hiphopxfinance.com/ LinkedIn: https://www.linkedin.com/in/drew-w-boyer-cfp/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Happiness Isn’t Something You Chase, It’s a Byproduct - Walter Paulsen 42:14
42:14 Play Later Play Later Lists Like Liked42:14
Play Later Play Later Lists Like LikedWhat if success isn’t enough? Many entrepreneurs reach financial freedom only to feel lost. Walter Paulsen, who built a $500M company, shares why wealth alone doesn’t bring fulfillment and what truly matters after the exit. Expect real talk on resilience, competition, and finding purpose beyond business. Walter and Jerome Myers break down why some thrive post-exit while others struggle—and how to make sure you’re on the right path. Listen now to discover what makes success truly meaningful. [00:00 - 04:55] - The Nature of Happiness & Purpose Happiness is fleeting, not a permanent state It’s a byproduct of meaningful work, not wealth Chasing money without purpose leads to dissatisfaction [04:56 - 07:30] - Competitive Mindset & Personal Growth Walter’s sports background shaped his resilience Self-competition builds long-term success Physical challenges enhance mental toughness [07:31] - Building a $500M Business in Four Years Led Blackhawk Network, pioneering the gift card industry Secured multi-year exclusivity deals before competitors reacted Growth came from a mix of timing, execution, and partnerships [16:00 - 24:15] - The Exit Paradox: What Happens After the Liquidity Event? Many founders face identity loss post-exit Financial success doesn’t guarantee purpose or fulfillment Those without purpose often struggle with post-exit happiness [24:16] - Finding the Right Problem to Solve Solving the wrong problem leads to wasted effort Small bets provide valuable insights Grit matters, but only in the right direction [32:00 - 41:29] - Transitioning to Coaching & Advising Walter shifted from operator to advisor Helps CEOs build strong company cultures Loving your work is key to long-term fulfillment Key Quotes: “Happiness isn’t something you chase; it’s a byproduct of living with purpose.” – Walter Paulsen “Small bets that don’t work out can be valuable because they show you where not to go.” – Walter Paulsen Connect with Walter! LinkedIn: https://www.linkedin.com/in/walterpaulsen/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 The Payday Is Here, But Something Feels Off - Jerome Myers 10:06
10:06 Play Later Play Later Lists Like Liked10:06
Play Later Play Later Lists Like LikedExiting your business should be a celebration—but why do so many founders feel lost afterward? In this solo episode, Jerome Myers explains the emotional cost of exiting, why money alone isn’t enough, and how to clearly navigate the transition. Whether you're considering an exit or already on the other side, this episode will help you find purpose beyond the payday. [00:00] The Founder’s Exit Paradox Exits aren’t just financial—they're emotional transformations Many founders feel unexpected emptiness after selling Your next move matters—success isn’t just about money [02:00] The Harsh Reality of Selling a Business Only 2 in 10 businesses that list sell Most founders assume buyers will line up—but they won’t Sellability matters—plan ahead or risk regret [04:00] The Emotional Rollercoaster Exiting brings loss, grief, and identity shifts Many founders fear what’s next and hesitate to sell Clarity is key—know where you're going before you exit [06:00] Why Money Isn’t Enough Money can’t replace purpose and fulfillment Founders struggle with self-image, relationships, and significance post-exit Avoid regret—build a meaningful next chapter [08:00] Exit to Excellence: Finding Your Next Jerome introduces his book, Exit to Excellence Every founder needs support and strategy post-exit Plan intentionally—don't just leave, step into something bigger Key Quotes: “Only two out of ten businesses that get listed actually sell.” - Jerome Myers “Your next move should be intentional. Plan for fulfillment, not just a payday.” - Jerome Myers Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 There is Always a Process for Everything - Adi Klevit 34:10
34:10 Play Later Play Later Lists Like Liked34:10
Play Later Play Later Lists Like LikedWhat’s stopping your business from thriving without you? In this episode, Jerome Myers hosts Adi Klevit, founder of Business Success Consulting Group, to uncover the often-overlooked value of documenting and implementing processes. Adi shares real-life stories of businesses that doubled their value, onboarded employees faster, and achieved true operational freedom—all by putting robust systems in place. Whether you're planning to sell your business or simply want to reclaim your time, this episode offers actionable insights to ensure your business works for you, not the other way around. [00:00 - 07:28] The Power of Documentation Processes are key to scalability and freedom Knowledge transfer ensures continuity Documented processes can double business value [07:29 - 12:56] Building a System-Driven Culture Processes must be implemented, not just written Accountability ensures systems are followed Onboarding can be reduced from months to weeks [12:57 - 18:24] Process Mapping and Simplifying Complexity Process mapping reveals inefficiencies Improved communication reduces delays Consistency builds internal and external trust [18:25 - 24:36] Timing Is Everything: When to Document Processes Start with sales and marketing when new Documenting helps refine evolving systems Proof of concept ensures processes work [24:37 - 32:48] Scaling, Legacy, and Freedom Processes free founders from daily operations Buyers value businesses with documented systems Adi scaled her team by documenting her own processes Key Quotes: "There is always a process for everything. It’s simply a matter of capturing it and then creating it." – Adi Klevit "When you hire someone, they need to know what to do. A documented process ensures they can replicate success every single time." – Adi Klevit Connect with Adi! Website: https://bizsuccesscg.com/ LinkedIn: https://www.linkedin.com/in/adiklevit/ Contact Number: 503-662-2911 Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 There’s No Balanced Life, Only a Blended One - Justin Goodbread 51:06
51:06 Play Later Play Later Lists Like Liked51:06
Play Later Play Later Lists Like LikedHow do you create a business that builds lasting value and grants you the freedom to live life on your terms? Justin Goodbread, a seasoned entrepreneur with seven successful exits, shares his insights on designing businesses that thrive without your constant involvement. Learn how to build scalable systems, create recurring revenue, and focus on what matters most—your family, passions, and legacy. If you’re ready to shift from being indispensable in your business to becoming a legacy builder with a life of purpose and fulfillment, this conversation will show you how. Listen now to discover the mindset and strategies that can transform your journey. [00:00 - 10:32] Seasons of Entrepreneurship Embrace the chaos of early entrepreneurship. Forget balance; focus on a blended life. Efficiency grows by knowing your strengths. [10:33 - 20:48] Mastering Efficiency and Delegation Review tasks to find what aligns with your strengths Delegate low-value activities to save time Focus on high-impact tasks for growth [20:49 - 30:44] Creating Transferable Business Value Build systems so your business runs without you. Create recurring revenue for sustainability Make your business scalable and investor-ready [30:45 - 40:28] The Fulfillment Equation: Life After Exit Define your purpose with unlimited time and resources Find identity outside of your business Fulfillment comes from serving and leaving a legacy [40:29 - 50:21] Legacy Beyond Business Build systems that empower others Prioritize relationships and mentorship Align your work with your core values Key Quotes: “There’s no such thing as balance; there’s a blended life where you’re present in every season.” - Justin Goodbread “If you had unlimited time and resources, what would you do tomorrow that you’re not doing today?” - Justin Goodbread Connect with Justin! YT Channel: https://www.youtube.com/@JustinGoodbread Instagram: https://www.instagram.com/justingoodbread Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Waking Up Tomorrow is Worth More Than a Million Dollars - Dave Fulk 49:16
49:16 Play Later Play Later Lists Like Liked49:16
Play Later Play Later Lists Like LikedHow much is your reputation worth, and how does it impact your future? In this inspiring conversation, Dave Fulk unpacks the power of personal and business reputation in shaping success. From his entrepreneurial beginnings to partnering with top industry leaders, Dave shares valuable lessons on resilience, leadership, and building a purposeful legacy. Listeners will learn the art of creating a strong online presence, hiring A-players who drive excellence, and understanding the key differences between branding and marketing. Expect actionable insights on how your reputation can influence business valuation, attract the right opportunities, and secure long-term growth. [00:00 - 03:04] A Million-Dollar Wake-Up Call Waking up is worth more than a million dollars Adopting the "best day of my life" mindset Resilience and positivity are keys to success [03:05 - 07:04] From Shoveling Snow to Sitting on Boards Dave’s snow-shoveling business and early teamwork Discovering entrepreneurial instincts Partnering with Kevin Harrington from Shark Tank [07:05 - 14:31] Building Dream Teams and A-Players Hiring A-players and defining their traits Building a purpose-driven culture Fostering continuous improvement in teams [14:32 - 25:15] The Difference Between Branding and Marketing Marketing is what you say; branding is what others say The "city block" analogy for reputation management Importance of online visibility and trust [25:16 - 35:19] Reputation’s Impact on Business Valuation Reputation accounts for 20% of a company’s valuation Challenges in hiring for poorly reputed companies Building trust for long-term business success [35:20 - 47:52] Lessons in Lifelong Learning and Resilience Lifelong learning, persistence, and curiosity Resilience as a cornerstone of growth Dave’s mantra: "Act like waking up is worth a million dollars" Key Quotes: "If waking up tomorrow is worth more than a million dollars, act like it." - Dave Fulk "You don’t hire A-players just to do a job; you hire them to challenge the status quo." - Dave Fulk Connect with Dave! Website: https://www.davefulk.com/ LinkedIn: https://www.linkedin.com/in/davefulk/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
Have you ever considered what comes next after stepping away from the grind of running a business? Jerome Myers, America's leading exit authority, dives deep into the journey of navigating life beyond the exit. From understanding the emotional shifts to embracing new opportunities, Jerome reveals the tools and insights to thrive in your next chapter. This episode explores the transformative Neo Transition Assessment, inspired by the philosophy of The Matrix. It helps uncover how your unique personality can guide you through change with clarity and confidence. Whether you're planning your next step or simply curious, this episode invites you to step into a future aligned with your dreams. [00:00 - 02:07] Welcome & Overview Introduction to Jerome Myers, host Matt Halloran, and the concept of life after business exits The purpose of the NEO Transition Assessment is to understand post-exit challenges [02:08 - 06:07] Origins of the Assessment Why did Jerome develop the assessment and its unique focus on exits as transformational opportunities? Insight into the emotional and strategic hurdles of life transitions [06:08 - 10:15] The Matrix & Archetypes Explained The influence of The Matrix on the six archetypes: Neo, Oracle, Morpheus, Trinity, Architect, and Agent Smith How these archetypes create a shared language for growth and coaching relationships [10:16 - 20:59] Exploring the Archetypes in Depth Characteristics of each archetype and their relevance in handling change and uncertainty Jerome’s reflection on his Morpheus archetype and its guiding role [21:00 - 29:02] The Six Centers of Doubt Self-image, relationships, work, health, prosperity, and significance: the key areas impacted during transitions How the NEO Transition Assessment offers personalized insights for navigating these challenges [30:03 -35:12] Who Should Take the Assessment? This assessment is valuable for anyone at a crossroads, especially entrepreneurs preparing for an exit The importance of clarity and preparation in navigating the Founders Exit Paradox Key Quotes: "The Neo Transition Assessment helps uncover the tools you need to navigate what's next with confidence." - Jerome Myers "Stepping into the wilderness of the unknown is where true growth begins." - Jerome Myers Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Your Next: A Guide to Finding Fulfillment After Your Exit - Jerome Myers 30:12
30:12 Play Later Play Later Lists Like Liked30:12
Play Later Play Later Lists Like LikedIs the end of your business indeed the end of your story—or could it be the beginning of your legacy? Your Next challenges you to reimagine what comes after the sale, exploring how to transition with purpose and embrace the possibilities of your next chapter. Jerome Myers introduces the transformative NEXT framework—Nourish, Evaluate, Explore, and Transcend—and offers insights into overcoming the Founder's Exit Paradox. Expect engaging stories, actionable strategies, and a roadmap to designing a life that reflects your values and aspirations beyond the business world. Ready to discover what’s next for you? Listen to Your Next and begin your journey to excellence. Tune in now! [00:00 - 03:04] Opening Thoughts and Eradicating Suffering Introduction to the concept of exiting to excellence Why is the founder suffering post-exit unnecessary? Jerome’s mission is to help founders avoid regret and transition purposefully [03:05 - 08:16] Introducing the NEXT Framework The NEXT framework stands for Nourish, Evaluate, Explore, and Transcend Nourish: Recognize accomplishments and assess transferable skills Evaluate: Conduct a gap analysis and strategize resource deployment [08:17 - 14:08] Exploration and Overcoming the Exit Paradox Explore: The journey of refining goals amidst uncertainty The role of identity separation between founders and their businesses Transcend: Becoming the next best version of yourself post-exit [14:09 - 21:04] The Eight Exits of a Founder From leaving corporate America to achieving work-optional status Chairman of the Board: A crucial intermediary step before full exit Building a post-exit portfolio for financial sustainability and purpose-driven philanthropy [21:05 - 28:48] Designing a Legacy Shifting focus from financial gain to lasting legacy Insights into avoiding existential crises post-exit How Jerome’s framework ties into his book, coaching program, and podcast evolution Key Quotes: "Exiting isn't the end; it's a portal to your personal evolution." - Jerome Myers "Your legacy starts where your business ends." - Jerome Myers Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
What does it mean to truly listen? In this thought-provoking conversation, Jerome Myers hosts Matt Halloran, author of Shut the F ** Up and Listen*. Together, they uncover the transformative power of listening—not just hearing but engaging deeply to connect, persuade, and transform. They explore the differences between manipulation and persuasion, dive into practical techniques for improving communication, and reflect on how engaged listening can create meaningful relationships, foster understanding, and even combat loneliness. Whether you're a leader, a salesperson, or someone seeking richer connections, this episode offers actionable insights for a more intentional approach to listening. [00:00 - 05:48] The Power of Listening Difference Between Manipulation and Persuasion: Techniques overlap, but intent defines their ethical use Listening as a Skill: It’s not just innate-like a muscle, it requires deliberate practice Foundations of the Book: Inspired by personal experiences and a passion for communication [05:49 - 12:15] Archetypes of Listening Skydivers vs. Scuba Divers: Depth and style of engagement vary by individual Practical Applications: Tailoring communication depth to the audience Listening as Observation: Recognizing others' styles to foster better interactions [12:16 - 18:39] Engaged Listening in Action The Concept: Inspired by Thich Nhat Hanh’s engaged Buddhism, applied to listening Types of Listening: Understanding and practicing seven styles for fluid communication The Power of Presence: Techniques like eye contact, pace adjustment, and active empathy [18:40 - 26:07] Listening to Persuade Persuasion vs. Manipulation: Using listening ethically to guide and inspire Stories of Contrast: Lessons from Matt’s manipulative father vs. empathetic mother Leadership Implications: Making team members feel heard fosters loyalty and productivity [26:08 - 34:54] Addressing Loneliness through Listening Loneliness Epidemic: Especially among men, due to societal expectations Social Media’s Void: The lack of authentic engagement online Solutions Through Listening: Building deeper relationships by practicing vulnerability and presence Key Quotes: “Listening well is directly tied to the level of self-awareness you have.” – Jerome Myers “Stop listening to respond and learn how to listen to listen.” – Matt Halloran Connect with Matt! Website: https://proudmouth.com/ LinkedIn: https://www.linkedin.com/in/matthalloranpm/ Book ( Shut the F ** Up and Listen): https://a.co/d/7H0M452 LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
What defines you when the roles you've played are stripped away? Join guest host Matt Halloran and co-host Jerome Myers on a compelling exploration into the power of self-knowledge during life's transitional phases. This episode unveils a groundbreaking personality assessment tool for those moving beyond their business careers. Listeners will gain unique insights as Jerome and Matt compare this new tool to conventional assessments like Myers-Briggs, emphasizing its tailored approach for individuals facing major life changes. The discussion also touches on understanding your enduring traits and how they can anchor your post-exit identity. Tune in to uncover strategies for self-actualization and legacy building, ensuring you're not just surviving your next phase but thriving with purpose and clarity. [00:00 - 07:22] Self-Reflection and Personality Assessments Importance of self-reflection in personal and professional growth Introduction to a new personality assessment tool designed for individuals post-business exit Comparison of this tool with traditional assessments like Myers-Briggs [07:23 - 15:35] Developing and Utilizing the Personality Tool Insights into the development process of the personality tool Explanation of the six archetypes within the tool: Neo, Morpheus, Trinity, Oracle, Architect, and Agent Smith Real-life applications of the tool in understanding post-exit challenges [15:36 - 24:22] Archetypes and Their Impact on Post-Exit Life Deep dive into the six archetypes and their relevance to users How these archetypes help predict and align with post-exit realities Stories and examples illustrate the practical use of these archetypes in real-world scenarios. [24:23 - 32:01] Feedback and Adjustments to the Tool Feedback from initial users and subsequent adjustments to the tool Discussion on the absence of negative traits in the assessment will focus on strengths The tool’s role is to aid users in navigating their new identities and futures [32:02 - 37:07] Closing Thoughts and Call to Action Encouragement to embrace the assessment for personal clarity and preparation for the future It is important to understand one's deeper self through the evaluation Final thoughts on the potential impact of the tool on listeners' lives and futures Key Quotes: "The most successful people in the world, not just in business but in life, spend a substantial amount of that life in self-reflection, understanding who they are and what makes them tick." - Matt Halloran "Even though you are exiting your business, the anchors of your personality aren't going to go away." - Jerome Myers Connect with Matt! Website: https://proudmouth.com/ LinkedIn: https://www.linkedin.com/in/matthalloranpm/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Your Guide for Exiting to Excellence - Jerome Myers 34:01
34:01 Play Later Play Later Lists Like Liked34:01
Play Later Play Later Lists Like LikedWhat happens when your identity is deeply tied to your business? How do you plan an exit that protects your company and your sense of self? Jerome Myers and Matt Halloran explore the “Founder’s Exit Paradox” and the challenges of stepping away from a business while asking: What’s next when the company no longer defines you? Jerome shares stories from his workshop with Sri Lankan business leaders, tackling identity, legacy, and the importance of planning a purposeful exit. Whether you’re years away from exiting or nearing the decision, this episode offers the strategies and insights to guide you toward a future filled with meaning. [00:00 - 04:51] Small Shifts, Big Impact Tiny decisions, significant changes: Small shifts lead to significant outcomes Sri Lanka insights: Lessons from family businesses Legacy views: U.S. vs. Sri Lankan perspectives [04:52 - 10:07] Legacy Resistance and The Founder's Exit Paradox Legacy pushback: Some resist the concept of legacy Identity struggle: Entrepreneurs find it hard to separate from their business Exit challenge: Unraveling identity is necessary but difficult [10:08 - 15:28] Shedding Business Identity The descent: Shedding business identity like layers New passions: Sri Lankan entrepreneur pursues racing Exploring purpose: Finding passions outside of work [15:29 - 22:00] Passion Projects and Creating Value Passions to legacies: Passion projects leave a lasting mark Rewarding work: Passion-driven efforts can be more fulfilling Purpose focus: Solve bigger problems after exiting [22:01 - 28:15] The Importance of Exit Planning Exit strategy: Critical like estate planning Three exit options: Sell, close, or pass down Avoid chaos: Poor planning leads to messy transitions [28:16 - 33:16] Final Thoughts and Next Steps Think ahead: Plan long-term for your exit Reverse success: Work backward from your goal Assessment insights: Jerome’s tool helps business owners prepare Key Quotes: “Small shifts over time can make humongous changes, not just in that person's life, but also in the world.” - Matt Halloran “Founders often wrap their identity up in the business, and unraveling that is one of the hardest parts of the exit.” - Jerome Myers Connect with Jerome! LinkedIn: https://www.linkedin.com/in/jeromemyers/ Instagram: https://www.instagram.com/coachjeromemyers/ Post Exit Personality Assessment Link: https://theexitparadox.com/assessment LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 Your Personal Brand Can Open Doors - Alan McLaren 48:09
48:09 Play Later Play Later Lists Like Liked48:09
Play Later Play Later Lists Like LikedHow can discovering and sharing your uniqueness authentically transform your personal brand and impact the world? Jerome Myers and Alan McLaren dive into the essence of personal branding, exploring how unlocking your "Brand DNA" can help you build trust, foster meaningful connections, and align your online presence with your true self. Through powerful stories and practical strategies, Alan reveals how giving authentically and embracing your individuality can open doors to opportunities and deeper relationships. Tune in to uncover how to harness your uniqueness and create a brand that truly reflects who you are. [00:00 - 03:35] The Power of Personal Branding Personal branding builds trust quickly and fosters meaningful connections "Speed of trust" through personal branding leads to deeper relationships Finding your uniqueness is key to serving others effectively [03:36 - 11:11] Discovering Your Brand DNA Start with introspection to uncover your unique qualities The "Brand DNA" exercise aligns self-perception with how others see you Authenticity is crucial—stop wearing "masks" and embrace your true self [11:12 - 18:23] Giving as a Brand Philosophy Adopt a "give, give, give" mindset in a world focused on transactions Knowing your audience and balancing interactions with "takers" is essential Authentic giving builds trust and creates a lasting impact on others [18:24 - 25:45] Overcoming Fear and Taking Action Fear is irrational—most concerns never materialize Begin small: start with comments and engagement to ease into content creation Practice builds confidence; you don’t need perfection to make an impact [25:44 - 42:59] Practical Strategies for Branding Batch content creation to maintain consistency and improve efficiency Match your content format to your platform for optimal engagement [42:00 - 47:24] What’s Next for You? Personal branding unlocks potential, not just visibility Leaders and entrepreneurs should see branding as a tool for impactful transitions Begin with small steps; grow and refine as you gain confidence Key Quotes: "Your personal brand is what people say about you when you’re not in the room." - Alan McLaren "If you don’t do anything, nothing will change. The first step is always yours to take." - Jerome Myers Connect with Alan! Website: https://strataoriginals.com/ LinkedIn: https://www.linkedin.com/in/alanmclaren/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
1 The Key isn’t Wanting Less, It’s Wanting Differently. - Dr. Daniel Crosby 51:42
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Play Later Play Later Lists Like LikedIs wealth a means to happiness or a barrier to a fulfilling life? This provocative question sets the stage for an enlightening conversation between Jerome Myers and Dr. Daniel Crosby, a leading authority on behavioral finance. Together, they unpack the paradox of wealth, exploring why money often feels like the ultimate goal yet rarely delivers the satisfaction we expect. Through stories, scientific insights, and practical frameworks like the PERMA model for human flourishing, the discussion reveals the hidden costs of chasing financial success and the transformative power of aligning wealth with purpose, relationships, and growth. [00:00 - 06:32] Liquid Happiness: The Psychology of Money Money is valued for its measurability We treat money like "liquid happiness" Achieving financial goals often feels hollow [06:33 - 16:08] The PERMA Model: A Framework for Flourishing Positive emotions and engagement foster happiness Relationships and meaning are essential for growth Losing purpose post-exit impacts well-being [16:09 - 30:28] The Biology of More: Why We Strive Relentlessly Evolution drives us to want more Hedonic adaptation makes wealth less impactful Pursue meaningful goals for lasting joy [30:29 - 39:52] Money and Happiness: What the Research Reveals Happiness increases with income up to $100,000 Spending on experiences and giving brings joy Avoiding unpleasant tasks boosts satisfaction [39:53 - 50:08] Aligning Wealth with Purpose: The Path to True Fulfillment Purposeful spending leads to better decisions Wealth should deepen relationships and growth Reflecting on “why” enriches outcomes Key Quotes: "Generosity is the path to abundance—it’s true in every major faith and backed by psychological research." - Dr. Daniel Crosby “The key isn’t wanting less—it’s wanting differently." - Dr. Daniel Crosby Connect with Dr. Daniel! Website: https://www.linkedin.com/in/danielcrosby Book: The Soul of Wealth - https://a.co/d/47R5m5X (Amazon) LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers
What if trust is more than a skill—what if it’s a way of life? How does real trust shape our relationships and legacy? Jerome Myers and Charlie Green explore the essence of trust and why it matters in business and beyond. Charlie, the author of The Trusted Advisor, breaks down the "Trust Equation" and shares how credibility, reliability, intimacy, and self-orientation can transform connections. Hear why he sold his business without a contract, relying on trust alone, and why some professionals naturally earn trust while others struggle. Join Jerome and Charlie to learn how to build genuine, lasting trust. Listen now for insights you can use in every relationship. [00:00 - 08:08] - Building a Trusted Advisor Trust as Reciprocal: Trust requires risk from both sides The Trust Equation: Credibility, Reliability, Intimacy, Self-Orientation Focus on Others: Self-orientation can hinder trust [08:09 - 15:08] - Exploring Intimacy in Trust Importance of Intimacy: Crucial for trust-building Gender and Trust: Women excel in intimacy scores Trusted Professions: Nurses' top trust rankings [15:09 - 22:16] - Creating and Selling Trusted Advisor Associates Genuine Trustworthiness: Focused on real trust over image Contract-Free Sale: Sold the business based on trust alone Trust-Based Sales: Prioritizing trust over brand [22:17 - 32:08] - Scaling a Trust-Based Business Replicable Model: Built a framework for others to use Transitioning Leadership: From “Charlie Show” to a team-based model Pricing Strategy: Premium for senior expertise [32:09 - 39:14] - Reflections on Trust and Legacy New Ventures: Launching Breaking Good for storytelling Trust in Life: The lasting value of trust Parting Advice: Adaptability and staying true to values Key Quotes: "Ad agencies don’t create the most enduring brand—it’s built by people who live the values." - Charlie Green "You can have all the credibility in the world, but without true connection, trust falls short." - Jerome Myers Connect with Charlie! Website: https://trustedadvisor.com/ LinkedIn: https://www.linkedin.com/in/charleshgreen/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…
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