Exit Insights

Exit Insights

Darryl Bates-Brownsword

Welcome to the podcast that's dedicated to helping business owners prepare for exit so you can maximise value and exit like a boss. I'm Darryl Bates-Brownsword and I want to introduce you to the Exit Insights podcast presented by Succession Plus. The aim of the podcast is to share the message that if you want to get the most from your life's work, maximise the valuation and exit on YOUR terms, then you will need to prepare your business so that it's ready for exit, you are exit ready and the business is attractive to be acquired. Did you know that...

Profit vs. Multiplier: The Key to Doubling Your Business Valuation with Kevin Harrington

Profit vs. Multiplier: The Key to Doubling Your Business Valuation with Kevin Harrington

Maximising your business valuation goes far beyond just cutting costs. In this episode ofthe Exit Insights podcast, Darryl Bates-Brownsword and Kevin Harrington reveal the secret formula: Profit x Multiplier = Valuation—and how to work smarter, not harder, to double your business’s worth.Discover why focusing on the multiplier can make a bigger impact than profit alone. Learn how reducing risk, building a strong company culture, and developing a robust brand can significantly increase your busin

Feb 20, • 35:14

The Blueprint for an Exit-Ready Business: Maximise Value, Minimise Risks with Kevin Harrington

The Blueprint for an Exit-Ready Business: Maximise Value, Minimise Risks with Kevin Harrington

What does it mean to have an "exit ready" business? In this episode of the ExitInsights Podcast, Darryl Bates-Brownsword and Kevin Harrington unpack theessentials of exit planning for business owners who want to maximise value andtransition on their terms.🎯 Key takeaways include: The difference between a "sellable" business and one that maximises valuation. How to systemise operations, reduce owner dependence, and make your business irresistible to buyers. The emotional and practical steps

Feb 13, • 35:32

Beyond the Exit: How to Embrace Your Fourth Quarter with Purpose with Scott Couchenour

Beyond the Exit: How to Embrace Your Fourth Quarter with Purpose with Scott Couchenour

This episode of Exit Insights features Scott Couchenour, a “fourth quarter” coach who helps business owners prepare for life beyond the sale.Scott shares his Four Life Quarters framework, explaining how business owners in their 60s and beyond can make a meaningful impact post-exit. If you’re starting to plan your succession, don’t miss Scott’s tips on avoiding regrets, finding new purpose, and strategically navigating the emotional side of exiting a business. “An exit is just a threshold to your

Feb 6, • 36:54

Beyond the Sale: Crafting a Purposeful Life After Your Business Exit with David Buck

Beyond the Sale: Crafting a Purposeful Life After Your Business Exit with David Buck

What happens after you exit your business?David Buck joins us to discuss the often-overlooked side of exit planning—personal and relational readiness. From setting a new purpose to planning a fulfilling post-exit lifestyle, David’s insights will help you transition smoothly and find joy beyond the deal. “Don’t just exit—prepare for what’s next.” Discover how to create a balanced, purpose-driven life after the business.Watch full episode here: https://succession.plus/uk/podcasts-uk/beyond-the-sa

Jan 30, • 29:15

The Ladder to Equity: How to Motivate Employees and Prepare for Exit with Kevin Harrington

The Ladder to Equity: How to Motivate Employees and Prepare for Exit with Kevin Harrington

What’s the secret to aligning your employees’ goals with your business success? DarrylBates-Brownsword and Kevin Harrington discuss The Ladder to Equity, exploring performance bonuses, profit sharing, and equity options. Discover how these strategies foster loyalty, reduce turnover, and prepare your business for a high-value exit.Key insight: “When employees understand business finances, they think and act like owners.”Tune in to learn how modern incentives can create a thriving, exit-ready busi

Jan 23, • 30:45

Why 80% of Businesses Don’t Sell – And How Yours Can, with Kevin Harrington

Why 80% of Businesses Don’t Sell – And How Yours Can, with Kevin Harrington

Did you know only 20% of businesses that go to market end up selling? In this episode, Darryl Bates-Brownsword and Kevin Harrington break down what makes a business sellable, explore strategies to increase your business valuation, and share tips to ensure a favourable exit.💡 “Buyers want momentum—businesses standing still are often going backwards.”Whether you’re at £1M or £5M revenue, discover the key systems, structures, and strategies that will help you exit on your terms.Watch episode here:

Jan 16, • 27:12

How Productizing Your Services Can Boost Your Business Valuation with Eisha Tierney Armstrong

How Productizing Your Services Can Boost Your Business Valuation with Eisha Tierney Armstrong

In this Exit Insights episode, Eisha Armstrong from Vecteris discusses about productizing professional services. Eisha shares key strategies for business owners looking to productize their service offerings to increase scalability and valuation. The discussion emphasizes the importance of transitioning from selling time to offering standardized, scalable services and the cultural changes needed to make this shift. Key Discussion Points: The concept of productizing services and how it impacts ser

Jan 9, • 35:27

Planning to Exit from Day One: Denise Nurse on Building a Sellable Business

Planning to Exit from Day One: Denise Nurse on Building a Sellable Business

How do you build a business that’s both profitable and attractive to buyers? In this episode, Denise Nurse, founder of Halebury and TV presenter, shares her roadmap to creating an exitable business.Denise’s story is packed with insights, from establishing systems to negotiating earn-outs and managing life post-exit. Tune in to learn how setting an exit plan early can boost your valuation and helpyou leave on your terms. “Begin with the end in mind,” says Denise, and makeevery step count towards

Dec 19, 2024 • 48:00

Scaling Smart: How to Build the Foundations for Sustainable Business Growth with Kevin Harrington

Scaling Smart: How to Build the Foundations for Sustainable Business Growth with Kevin Harrington

What’s the secret to growing a business from £1M to £10M and beyond? In this episode,Darryl Bates-Brownsword and Kevin Harrington reveal the triple revenue rule: the key to scaling sustainably. Learn how investing in systems, building leadership, and evolving your role as a business owner can make the difference between stalling and scaling.“Every time your business triples in size, you need to rebuild the foundation to supportthe next phase.”Listen now to discover actionable strategies for grow

Dec 12, 2024 • 27:12

Why Business Owners Postpone Exit Planning—And How to Stop with Kevin Harrington

Why Business Owners Postpone Exit Planning—And How to Stop with Kevin Harrington

Is procrastination keeping you from maximising your business’s value? In this episode of Exit Insights, Kevin Harrington and Darryl Bates-Brownsword tackle the common excuses that hold business owners back from preparing their businesses for sale.Discover how mitigating risks, separating yourself from daily operations, and planningahead can lead to higher valuations and smoother transitions.“Just because you’re not ready to exit doesn’t mean your business shouldn’t be!”Listen now and learn how t

Dec 5, 2024 • 32:01

Maximise Your Business Valuation for a Winning Exit with Doug Lawson

Maximise Your Business Valuation for a Winning Exit with Doug Lawson

How do advisors value a business, and what can you do to boost yours? In this episode, Doug Lawson, co-founder of MarktoMarket, takes us behind the scenes of business valuations, sharing practical insights for owners preparing to exit. Discover the top factors that increase your valuation, why clean financials matter, and how to make your business attractive to buyers. As Doug puts it, “The better your data, the better your position to negotiate.” Tune in and learn how to maximise your business’

Nov 28, 2024 • 45:42

Employee Ownership Trusts with Kevin Harrington: Navigating New Legislation for Fair Valuations

Employee Ownership Trusts with Kevin Harrington: Navigating New Legislation for Fair Valuations

In this timely episode, Daryl Bates-Brownsword and Kevin Harrington discuss the recent UK legislation requiring Employee Ownership Trusts (EOTs) to secure independent third-party valuations. Discover how this impacts business owners looking to exit and why fair market valuations are crucial to protecting employee interests. Hear how the Business Insights Report from Succession Plus provides a roadmap for growth, risk management, and increasing business value—transforming compliance into opportun

Nov 21, 2024 • 25:46

Exit Like a Boss: Preparing Your Business for a Successful Sale with Kevin Harrington

Exit Like a Boss: Preparing Your Business for a Successful Sale with Kevin Harrington

Is Your Business Ready to Sell? Discover the Sellability Score!In this episode, Darryl Bates-Brownsword and Kevin Harrington explore how to prepare your business for a successful exit. They discuss the essential elements of exit planning, including the owner’s readiness, business resilience, and financial goals. ‘Exiting a business isn’t just about the numbers,’ says Darryl. Tune in to find out how the Sellability Score can help you uncover risks, align your valuation with your goals, and set yo

Nov 14, 2024 • 26:53

How Henry Woodman Built His Business for a 20x Exit

How Henry Woodman Built His Business for a 20x Exit

What’s the secret to a seamless business exit? In this episode, Henry Woodman shares how he built his company to be completely independent of him—making it more attractive to buyers. From documenting processes to delegating leadership, Henry walks us through how he prepared his company for sale and ultimately sold it for 20x EBITDA. Don’t miss this inspiring story of smart exit planning!"Prepare the hell out of everything. Processes, procedures, know your numbers, and have it all documented."Wat

Nov 7, 2024 • 38:26

The Key to a Business that Thrives Without You—Insights from Brad Sugars

The Key to a Business that Thrives Without You—Insights from Brad Sugars

Is your business ready for an exit? In this episode of Exit Insights, Brad Sugars, founder of ActionCOACH, shares his top tips for planning your exit and maximising your business valuation. From systemising your business to transitioning from CEO to chairman, Brad offers invaluable insights to help business owners create a saleable asset that can thrive without them."Every business owner will exit—whether they plan it or not. Make sure you're ready to exit on your terms."Watch the episode here:

Oct 31, 2024 • 36:14

When to Bring in HR to Boost Your SME's Value Before Exit with Charlotte Bate

When to Bring in HR to Boost Your SME's Value Before Exit with Charlotte Bate

In this episode, Charlotte Bate from MAD-HR highlights the importance of preparing your SME for the future by structuring your business effectively. She discusses why building a strong leadership team, solidifying your organisational design, and documenting key operational processes are essential steps for success.These foundations not only increase your business’s value but also reduce risk, ensuring the business doesn’t depend too heavily on any one individual. Whether you're aiming for an exi

Oct 24, 2024 • 43:55

Blueprint for Exit: Scaling and Systemising Your Business with Bradley Hamner

Blueprint for Exit: Scaling and Systemising Your Business with Bradley Hamner

Are you still at the centre of everything in your business? Bradley Hamner, founder of Blueprint OS, shares his system for scaling businesses in the £500,000 - £3,000,000 revenue range. In this episode, Bradley reveals how to transition from doing everything yourself to leading a well-oiled machine. Learn the five key principles for making your business scalable, reducing owner-dependence, and increasing its valuation.“If you want to build a sellable business, you need to stop being the rainmake

Oct 17, 2024 • 38:45

Strategic Finance for SMEs: Key Reports & Growth Tips with Claire Hancott

Strategic Finance for SMEs: Key Reports & Growth Tips with Claire Hancott

Are you focusing on the right numbers in your business? Measuring what truly matters is essential for effective management. Businesses often overlook the importance of tracking key performance indicators (KPIs) that drive success.In a recent podcast with Claire Hancott, the phrase "what gets measured, gets managed" came up, highlighting the need to monitor metrics aligned with your business goals. Claire explained the value of tracking the drop-through metric, which shows how sales growth affect

Oct 10, 2024 • 40:05

Pricing Your Business for Maximum Value with Jenny Millar

Pricing Your Business for Maximum Value with Jenny Millar

How does a pricing strategy impact a business's exit plan? In a recent podcast discussion with pricing expert Jenny Miller, the critical role of pricing in maximising business value and ensuring sustainable profitability, even under new ownership, was uncovered.One key lesson from the conversation highlighted the significance of systemised pricing and its role in building confidence for potential buyers. Jenny emphasised the need for businesses to demonstrate consistent and reliable revenue stre

Oct 3, 2024 • 43:07

Mastering the Art of Selling Your SME: Insights from M&A Expert Bill Snow

Mastering the Art of Selling Your SME: Insights from M&A Expert Bill Snow

When preparing to sell your business, thorough financial and tax planning is vital. Understanding the tax implications of different sale structures, such as stock deals versus asset transactions, can make a significant difference to your final proceeds.Bill Snow emphasises the importance of having your accountant run actual calculations as if the sale were happening. This proactive approach can lead to substantial tax savings and help you choose the most beneficial sale structure.By engaging in

Sep 26, 2024 • 47:37

Building an Exit Strategy for Massive Business Growth with Richard Walsh

Building an Exit Strategy for Massive Business Growth with Richard Walsh

Are you focused on the end game? Building an exit strategy may seem counterintuitive when just starting out, but it can serve as the ultimate guide to success and freedom. Richard Walsh highlights the importance of focusing on the end goal to maximise business value and create the freedom to live life on your terms.One of the key insights from his discussion is the importance of creating an exit strategy right from the beginning. This strategy becomes a powerful tool, helping you stay focused an

Sep 19, 2024 • 56:49

Building, Growing, and Exiting a Law Firm: Insights from Jay Sahota

Building, Growing, and Exiting a Law Firm: Insights from Jay Sahota

Considering an exit strategy for your law firm? In this podcast episode, valuable insights are shared from personal experience of successfully exiting a legal practice, with guest Jay Sahota offering his expertise. Jay, a seasoned legal professional with a diverse career journey, has a wealth of experience from his early days at a prominent city law firm to founding his own practice. His candid storytelling sheds light on the nuances of building, growing, and ultimately exiting a legal practice.

Sep 12, 2024 • 43:26

Streamline Your Business with Kris Ward: The Power of Super Toolkits

Streamline Your Business with Kris Ward: The Power of Super Toolkits

Does it feel like your business is running you instead of supporting the life you want? In this episode, Kris Ward from "Win the Hour, Win the Day" talks about how to change that. She shares tips on overcoming common challenges when trying to grow and organise a business and introduces her "Super Toolkits" concept. These toolkits help create simple, easy-to-update guides that save time, ensure consistency, and remove the roadblocks that slow down growth. Start with tasks you do every day to see

Sep 5, 2024 • 40:50

Exit Strategies for Entrepreneurs: Insights from Jamie Waller's Journey

Exit Strategies for Entrepreneurs: Insights from Jamie Waller's Journey

Are you considering selling your business? It’s essential to plan for your future, not just the future of your business.In a recent podcast conversation with Jamie Waller, the discussion focused on the importance of preparing for life after selling a business. As an entrepreneur, it's easy to become absorbed in getting the business ready for sale, but what about the next steps for yourself?Jamie, who has successfully sold multiple businesses, emphasises that life without purpose can lead to unha

Aug 29, 2024 • 43:45

Michael Zipursky’s Guide to Accelerating Business Growth

Michael Zipursky’s Guide to Accelerating Business Growth

Many businesses rely solely on referrals for growth, but while referrals are valuable, they may not be enough to sustain long-term success.With over 20 years of experience in building consulting businesses, Michael Zipursky is a trusted advisor to thousands of consultants worldwide, empowering them to achieve profitability and scale. As the founder of Consulting Success, he has honed his expertise in marketing strategies that drive business growth, making him a go-to resource for professionals s

Aug 22, 2024 • 47:27

Mastering Value-Driven Deals: Sam Oliver's Journey From Startup to Exit

Mastering Value-Driven Deals: Sam Oliver's Journey From Startup to Exit

Are you truly leveraging the power of revenue to drive your business forward?Sam Oliver discusses the crucial role of revenue in shaping a business The key insight? It's all about focusing on delivering value to the buyer, whether it's a customer or an investor.Understanding the perceived value from the buyer's perspective is vital. It's not about what you think is valuable, but about empathising with the buyer's needs and expectations. By aligning strategies and decisions with the buyer's perce

Aug 15, 2024 • 52:31

Maximising Value: James Gosling on Preparing Your Accounting Practice for Sale

Maximising Value: James Gosling on Preparing Your Accounting Practice for Sale

Are you an accounting firm owner wondering about the current trends in the industry and how they affect your business's value? Dive into the concept of exit strategies and the most crucial factor to consider when preparing for a successful sale.James Gosling, a seasoned M&A expert in the accounting and legal sectors, discussed the essential elements that make an accounting practice attractive for acquisition, ultimately impacting its valuation. Here's the crucial takeaway:In today's market, priv

Aug 8, 2024 • 27:00

Offboarding Yourself to Scale Your Business and Maximise Freedom with Michele Hecken

Offboarding Yourself to Scale Your Business and Maximise Freedom with Michele Hecken

Are you juggling working in and on your business? This episode of the Exit Insights podcast explores the importance of a strategic offboarding and delegation mindset for business owners.Michele Hecken discusses the crucial shift in mindset needed for business owners to offboard themselves and let their businesses run without daily involvement. Michele shares her journey of learning to offboard herself as a business owner, focusing on working just four to ten hours a week while maximizing growth

Aug 1, 2024 • 44:17

Selling an Employee Ownership Trust (EOT): Strategies with Andrew Evans

Selling an Employee Ownership Trust (EOT): Strategies with Andrew Evans

Are you thinking about selling your business to an Employee Ownership Trust (EOT)? Let's unpack a crucial insight from a recent conversation with Andrew Evans, a tax lawyer, about the sale of EOTs.One vital lesson from this is the need for patience when it comes to deciding on selling an EOT. Andrew stressed the importance of not rushing into such a significant decision. It's essential for business owners to take their time, seek financial advice, and carefully assess the valuation offered for t

Jul 25, 2024 • 37:21

Kieron James on Contracts, Revenue, and Optimal Exits

Kieron James on Contracts, Revenue, and Optimal Exits

Have you considered your business exit strategy? Many entrepreneurs pour their passion into launching and growing their startups without planning for the eventual exit. As serial entrepreneur Kieron James shares, incorporating exit planning from day one sets up your business for success when the right time comes to sell. As James reflects, "I think you start thinking about exit literally the moment you either incorporate your business or create your partnership, if that's what your plan is from

Jul 18, 2024 • 38:33

10Xing Your Business for a Tax-Free Exit: Insights from Marc Adams

10Xing Your Business for a Tax-Free Exit: Insights from Marc Adams

Are you a business owner looking to maximise the value of your business for a tax-efficient exit? Let's dive into a key insight from a recent conversation that could revolutionise your approach to business exit planning.Marc Adams, a consultant specialising in preparing businesses for exit and helping owners exit tax-free, shared enlightening discussion. Marc emphasised the crucial importance of preparing systems, processes, and operations to boost the value of a business before an exit.Accordin

Jul 11, 2024 • 36:47

Preparing Your Business for Sale: The Hidden Importance of Digital Assets with Chloe Thomas

Preparing Your Business for Sale: The Hidden Importance of Digital Assets with Chloe Thomas

Are you getting ready to sell your business? Ever thought about the digital assets you might be overlooking? Marketing expert Chloe Thomas dug into the critical aspects of getting your business exit-ready. One point that really stood out was the importance of owning your digital assets, like domain names, ad accounts, and website hosting.Chloe reminded us that many businesses forget about these online essentials. Imagine going through due diligence and finding out you don't actually own your cru

Jul 4, 2024 • 37:16

Managing Leadership Transition in Family-Owned Businesses with Michael Klein

Managing Leadership Transition in Family-Owned Businesses with Michael Klein

Are you thinking about transitioning the leadership of your family-owned business? Dive into an essential aspect of planning early for successful business exit strategies in family-owned businesses in this Exit Insights episode.Michael Klein, an expert in family business leadership transitions, delved into the importance of early planning for business exit and the potential challenges that family businesses face during this significant transition. One key insight from the conversation is the cri

Jun 27, 2024 • 35:11

Ready to Exit? Paul Franco's Tips to Increase Your Business Value

Ready to Exit? Paul Franco's Tips to Increase Your Business Value

Are you getting your financial planning practice ready for a successful exit strategy? Paul Franco's insights on maximising business value and preparing for a smooth transition are gold for advisors planning their business exit strategy.One key takeaway from Paul is the importance of prepping your business for sale before its value starts to decrease. As a financial planning practice owner, it's crucial to think about the next stage in your life and have a clear vision of what you'll be doing wh

Jun 20, 2024 • 35:02

Patrick Woock's Guide to Avoiding 5 Crucial Mistakes in Family Business Succession

Patrick Woock's Guide to Avoiding 5 Crucial Mistakes in Family Business Succession

Are you a family business owner navigating the complexities of succession planning? Take a moment to consider this - the successful transition of a family-owned business is not just about handing over the reins; it's about securing the legacy and impact on the community.Patrick Woock delved into the critical importance of family business succession. A key insight emerged - the impact of small business owners transcends beyond profits; it resonates within their communities. It's a commitment to s

Jun 13, 2024 • 32:59

Joe O'Mahoney's Consultant's Guide to Increasing Your Business Valuation

Joe O'Mahoney's Consultant's Guide to Increasing Your Business Valuation

Are you prioritising your consulting business's profitability or looking at the bigger picture of long-term valuation growth?Joe O'Mahoney delved into the crucial elements that influence the valuation of consulting businesses. One key insight that stood out is the shift from profit growth to valuation growth. Instead of purely focusing on increasing profits, consider enhancing your intangible assets, such as building your intellectual property (IP) and structuring your business for a higher mult

Jun 6, 2024 • 36:17

The Proven Framework by Joe Pine to Increase Your Business Valuation

The Proven Framework by Joe Pine to Increase Your Business Valuation

Are you familiar with the game-changing impact of transitioning your business from offering services to providing experiences and even transformations?In this Exit Insights podcast episode with Joe Pine, the author of the influential book, "The Experience Economy," we explored the evolution of adding value to economic offerings for clients. The insights shared shed light on the transition from offering goods and services to providing experiences and transformations, ultimately elevating the econ

May 30, 2024 • 34:40

Exit on Top: Dave Bookbinder's Guide to Preparing Your Business for Maximum Valuation

Exit on Top: Dave Bookbinder's Guide to Preparing Your Business for Maximum Valuation

Ever thought about how you can boost your business's value and set it up for a successful exit? Valuation expert, Dave Bookbinder shed light on a crucial factor: de-risking your business to increase its valuation.Understanding that valuation is a forward-looking exercise, you can focus on reducing the perception of risk in your business, ultimately increasing its value in the eyes of potential buyers and investors. Dave highlighted the importance of showcasing a reliable and promising future fo

May 23, 2024 • 35:06

Navigating Small Business Transitions: Insights from Michael Reed's Journey

Navigating Small Business Transitions: Insights from Michael Reed's Journey

Are you ready for the unexpected in your business journey?This Exit Insights episode with a seasoned business owner, Mike Reed, dug into the importance of being prepared for an unplanned business exit. His insights from his own experience shed light on the critical need for small business owners to anticipate and plan for unexpected exits.Mike highlights the importance of not just seeing yourself as a practitioner but recognising your entrepreneurial side. Leading the business, rather than bein

May 16, 2024 • 33:55

Ivan and Mariana Polic: From Burnout to Profitable Exit

Ivan and Mariana Polic: From Burnout to Profitable Exit

Have you ever felt like the weight of your business is resting squarely on your shoulders? It's a common experience, but what if I told you that there's a way out, even when it feels like there's no light at the end of the tunnel?In a recent conversation on the Exit Insights podcast, Ivan and Mariana Polic shared their incredible journey of turning around a high-stress, aerospace manufacturing business and eventually achieving a successful exit. The key takeaway that resonated with me was their

May 9, 2024 • 47:02

The Rhythm of Business: How Systemising Execution Drives Growth and Value by Patrick Thean

The Rhythm of Business: How Systemising Execution Drives Growth and Value by Patrick Thean

Have you ever stopped to think about why creating a steady rhythm of work and planning in your business is so essential for its growth and success?In this episode, Patrick Thean explored the significance of slowing down and taking the time to work on your business, not just in it. This insightful discussion highlighted the importance of systematically laying out long term goals, annual plans, and quarterly objectives to ensure the execution of your strategy.Patrick emphasised the need to not jus

May 2, 2024 • 42:12

Preparing Your Business for a Profitable Exit: Insights from Colin Campbell

Preparing Your Business for a Profitable Exit: Insights from Colin Campbell

How can a startup evolve into a thriving, scalable business?Colin C. Campbell, a seasoned entrepreneur and author of Start, Scale, Exit, Repeat, explored the essential shift needed to scale a business successfully.One crucial insight that stood out is the necessity for entrepreneurs to transition from managing tasks to managing people with defined roles and responsibilities. This mindset shift is pivotal as the business evolves from a startup to a more structured and scalable entity. Delegating

Apr 25, 2024 • 39:55

John Lamerton's Exit Planning Secrets: How a False Exit Sets You Up for Success

John Lamerton's Exit Planning Secrets: How a False Exit Sets You Up for Success

Are you thinking about your business exit strategy? Let's dive into the false exit concept with John Lamerton. It challenges the traditional way of selling a business and offers an alternative for entrepreneurs. One thing to remember is how a false exit can bring back purpose and prevent burnout.Typical exit strategies often mean selling the entire business. But what if you could take a break, recharge, and return with renewed enthusiasm? A false exit allows you to step away, recover, and come b

Apr 18, 2024 • 50:26

Maximising Value for Exit: Robbie Kellman Baxter's Subscription Pricing Masterclass

Maximising Value for Exit: Robbie Kellman Baxter's Subscription Pricing Masterclass

Are you thinking about shifting your business from hourly rates to a subscription model? One key aspect to consider is how this change can impact the value of your business when it's time to sell.Robbie Kellman Baxter, a top expert in subscription-based pricing models, dug into the significance of subscription revenue on a company's valuation. It's not a quick fix; it's an investment in the long-term value of your business.Transitioning from product-based or deliverable-based revenue to a subscr

Apr 11, 2024 • 43:47

Mastering Business Exits with Lara Morgan: Key Steps, Lessons, and Expert Tips

Mastering Business Exits with Lara Morgan: Key Steps, Lessons, and Expert Tips

Are you considering an exit strategy for your business? Let's dive into the crucial value of careful due diligence in preparing for a successful business sale. In this episode, Lara Morgan explored the importance of meticulous planning and transparency in the exit process.Lara stressed the significance of clearing out any potential red flags well in advance of the exit. This involves addressing any unconventional business practices or unnecessary complexities. Establishing a transparent company

Apr 4, 2024 • 40:17

Bryan Clayton's Exit Insights: Preparing Your Business for Maximum Valuation and an Optimal Outcome

Bryan Clayton's Exit Insights: Preparing Your Business for Maximum Valuation and an Optimal Outcome

Are you feeling the weight of building and selling a successful business? Bryan Clayton shares a powerful lesson that will empower you to take bold steps in your entrepreneurial journey.Bryan's key message, "If I can do it, you can do it too," resonates deeply. Starting and growing a business is not an insurmountable challenge reserved for the chosen few. It's about facing failures head-on, learning from them, and persistently seeking improvement.The critical takeaway here is the need to roll u

Mar 28, 2024 • 44:30

Trademark Your Brand Early to Maximise Exit Value: Insights from Andrei Mincov

Trademark Your Brand Early to Maximise Exit Value: Insights from Andrei Mincov

Are you aware of the hidden value in owning your brand early on in your business journey? In this episode with trademark specialist Andrei Mincov, you'll gain valuable insights into the crucial importance of protecting your intellectual property, specifically your brand, for future business success and potential exit strategies. Andrei highlighted a key point that resonated strongly - the significance of owning your brand as early as possible. As a business owner, have you ever considered the lo

Mar 21, 2024 • 37:20

Sean Tepper's Exit Lessons Learned: Structuring Your Business for Maximum Value

Sean Tepper's Exit Lessons Learned: Structuring Your Business for Maximum Value

Are you considering structuring your revenue model like a SaaS to maximise business valuation and sustainability?Sean Tepper explored the importance of reshaping your business revenue model for long-term sustainability and increased business valuation. The main takeaway was the significance of transforming your service-based business into a recurring revenue model, similar to SaaS (Software as a Service).Sean's experience shed light on the challenges of running a project-based agency, where reve

Mar 14, 2024 • 31:19

Rebrand Before You Sell: Laura Sauter's Guide to Increasing Your Company's Value

Rebrand Before You Sell: Laura Sauter's Guide to Increasing Your Company's Value

Is your brand truly reflecting the journey your business has traveled and the path it envisions for the future? Laura Sauter, a branding expert, talked about the critical role of rebranding in shaping a business's narrative, especially before an exit. It's not just about the logo; it's an aspirational promise to the marketplace.Think about it - does your brand speak to the hard work and values cultivated over time? Differentiation is key. By standing out, your business becomes more appealing to

Mar 7, 2024 • 37:32

Erika Moralez-Perez's Guide to Shareholder Agreements: Control, Protection, and Smooth Exits

Erika Moralez-Perez's Guide to Shareholder Agreements: Control, Protection, and Smooth Exits

Have you ever thought about how much control you really have in your business, even if you're the founder or the majority shareholder?Erika Moralez-Perez, a commercial lawyer highlighted the crucial role of shareholders agreements in businesses. One key insight that stood out is the need to grasp the setup and structure of your business to ensure you have the control you desire.For business owners, it's vital to understand that having other shareholders impacts decision-making and potential futu

Feb 29, 2024 • 28:42

From Founder to Visionary: The 7 Stages Every Entrepreneur Must Master by Scott Ritzheimer

From Founder to Visionary: The 7 Stages Every Entrepreneur Must Master by Scott Ritzheimer

What stage of your entrepreneurial journey are you currently in? Are you finding joy and fulfillment in each stage, or are you waiting for some future milestone to feel satisfied?Scott Ritzheimer shares the importance of embracing and enjoying each stage of the entrepreneurial journey. As a founder, it's crucial to recognise the value and joy available at every step, instead of postponing happiness until reaching a specific milestone.Scott highlighted the significance of understanding the seven

Feb 22, 2024 • 38:13

Mastering the Art of Business Exits: Expert Strategies with Lee Humble

Mastering the Art of Business Exits: Expert Strategies with Lee Humble

Are you ready for an unexpected offer to buy your business? Let's dive into how you can attract and be prepared for those surprise opportunities.Lee Humble discussed the strategies business owners can employ to prepare for unsolicited offers to purchase their businesses. One key takeaway from this discussion is the importance of being on the front foot and ready to entertain unexpected offers.The first step in attracting offers is to ensure that your business is culturally and commercially ready

Feb 15, 2024 • 32:53

How to Objectively Value Your Business for Maximum Exit Success by Laurie Barkman

How to Objectively Value Your Business for Maximum Exit Success by Laurie Barkman

Ever wondered how the value of a privately held company is determined? Laurie Barkman delved into the crucial insight that buyers buy on their time, not yours. This means that in the private markets, the value of a business is ultimately determined by the buyers. As sellers, our role is to find best fit buyers, tell a compelling story, and focus on solving pain points to increase the fit and ultimately the valuation of our business.Understanding this critical point is essential for business owne

Feb 8, 2024 • 39:14

The AI Advantage: Increasing Efficiency to Maximise Business Value by Garik Tate

The AI Advantage: Increasing Efficiency to Maximise Business Value by Garik Tate

Have you ever thought of Artificial Intelligence (AI) as a valuable personal assistant for your business?Garik Tate delved into how AI can be used to streamline business processes and boost efficiency. One crucial insight was viewing AI not as a magic bullet, but as a reliable helper, much like an eager, well-read grad that can be trained to handle various tasks.Similar to a well-educated personal assistant, AI can learn, adapt, and carry out tasks with precision, without tiring or making mistak

Feb 1, 2024 • 41:33

From Nothing to Sell to Selling My Biggest Headache: Tracy Gunn's Cautionary Tale of Business Exits

From Nothing to Sell to Selling My Biggest Headache: Tracy Gunn's Cautionary Tale of Business Exits

Maximise the value of your business before an exit. Tracy Gunn, a seasoned business owner who has navigated through multiple business exits discussed the importance of beginning with the end in mind. Tracy highlighted the significance of understanding your long-term goals and aligning your business decisions with those objectives.It's crucial to realise that the process of selling a business is not always straightforward. From Tracy's own experiences, it became evident that a well-prepared exit

Jan 25, 2024 • 39:30

Building an Owner-Independent Business: Impact on Valuation and Growth Potential

Building an Owner-Independent Business: Impact on Valuation and Growth Potential

Are you familiar with how business owner dependence can impact the value of your company? In this Exit Insights podcast, Joe Graci explored the critical role of reducing business owner dependence as a strategic move for maximising value and preparing for a successful exit.Joe emphasised the importance of creating an owner-independent business model, which goes beyond just the business owner's role. It's about making the company autonomous, resilient, and poised for growth and scalability. By do

Jan 18, 2024 • 29:12

Success with Employee Ownership Trust (EOT): Chris Maslin Reveals All

Success with Employee Ownership Trust (EOT): Chris Maslin Reveals All

Are you thinking about transitioning your business to an Employee Ownership Trust (EOT)? Explore a vital lesson from this Exit Insights episode with Chris Maslin, who smoothly navigated his business through an EOT exit.One key insight from Chris's experience is the importance of considering the needs of key staff when structuring an EOT exit. It's tempting for founders to focus solely on creating the best deal for themselves, but the success of the transition hinges on making it work for the ind

Jan 11, 2024 • 28:42

Elevate Your Business's Exit Strategy: Valuation Tips from Ron Douglas

Elevate Your Business's Exit Strategy: Valuation Tips from Ron Douglas

Uncover the game-changing insights you need for successful exit planning in this engaging episode of Exit Insights. Ron Douglas, the mastermind behind Mentoring Giants and a seasoned expert in buying and selling over 40 companies, shares his expert guidance on how to prepare for a business exit, emphasising the pivotal role of proper preparation and the impact of considering the buyer's perspective. Delve into Ron's experiences and discover how meticulous preparation can triple business valuatio

Dec 21, 2023 • 36:53

Optimising Business Value: How to Prepare for a Successful Exit with Peter Searle

Optimising Business Value: How to Prepare for a Successful Exit with Peter Searle

Looking for expert guidance on planning a smooth exit for your construction business?Join Peter Searle in this episode of Exit Insights. Peter, with years of experience in the construction industry, provides valuable insights into the importance of early exit planning and specific considerations for construction business owners. Discover the key strategies for adding value to your business, from securing long-term contracts to leveraging tangible assets. He also explores the vital role of people

Dec 14, 2023 • 26:38

Strategic Acquisitions: Lessons on Business Growth from Colin Sanburg

Strategic Acquisitions: Lessons on Business Growth from Colin Sanburg

Entrepreneurial journeys are filled with ups and downs, successes and failures. They are unique to each individual and offer valuable lessons for those starting or running their own businesses. In this podcast episode, Colin Sanburg, an experienced entrepreneur, shared his insights and experiences to help others on their own entrepreneurial journey.One key takeaway from the conversation was the importance of delegating and trusting employees for business growth. As entrepreneurs, we often feel t

Dec 8, 2023 • 37:36

Maximising Employee Ownership: A Guide to Implementing an EOT with Mike Maynard

Maximising Employee Ownership: A Guide to Implementing an EOT with Mike Maynard

Secure the future of your business with Employee Ownership Trust (EOT) implementation. Mike Maynard, an employee ownership expert, shared invaluable insights on how transitioning to an Employee Ownership Trust (EOT) can overcome financial challenges while maintaining business stability and growth. One key discussion point was the effective allocation of bonuses under an EOT. By utilising this strategy, you not only motivate and reward your team, but you also create a sense of ownership and share

Nov 30, 2023 • 35:48

Maximise Your Exit Strategy: The Benefits of Employee Ownership Trusts (EOTs) for Business Owners - Richard Cowley

Maximise Your Exit Strategy: The Benefits of Employee Ownership Trusts (EOTs) for Business Owners - Richard Cowley

Employee Ownership Trusts (EOTs) are an incredible tool for business owners looking to secure a smooth exit strategy while ensuring financial benefits for both themselves and their employees. But how exactly do EOTs unlock these financial benefits, and what should you know about the valuation and pricing process? Darryl had the pleasure of speaking with Richard Cowley, an expert in EOTs, on the latest episode of Exit Insights.Richard shared some valuable insights on how EOTs can maximise the val

Nov 23, 2023 • 40:29

Preparing for a Successful Exit: Unlocking Maximum Value in Your Business with Channing Hamlet

Preparing for a Successful Exit: Unlocking Maximum Value in Your Business with Channing Hamlet

Channing Hamlet, a seasoned business owner, has experienced the rollercoaster ride of selling a company and understands the complexities involved in achieving a premium valuation. Over the years, Channing has witnessed firsthand the transformation that occurs when business owners shift their perspective from viewing their company as a personal lifestyle to recognising it as a valuable asset. This mental shift opens up a world of possibilities, allowing owners to make decisions that maximise cash

Nov 16, 2023 • 41:07

Maximising Business Value: Systemisation and Team Optimisation Tips from Lloyd Thompson

Maximising Business Value: Systemisation and Team Optimisation Tips from Lloyd Thompson

Level up your business operations and maximise productivity!In this episode of Exit Insights, Lloyd Thompson, an expert in systemisation and team optimisation support, shared some invaluable tips on how you can streamline your operations, build a strong team, and achieve long-term success.One key takeaway from this conversation was the importance of having a virtual director of operations in your business. This role acts as a strategic partner, overseeing and optimising your operations to ensur

Nov 9, 2023 • 33:50

Increasing Profitability for a Successful Exit: Marcia Riner's Key Insights

Increasing Profitability for a Successful Exit: Marcia Riner's Key Insights

Get ready to take your exit strategy to the next level!In this episode of Exit Insights, Marcia Riner shared some game-changing exit planning strategies. One key takeaway from this conversation was the importance of maximising your business's value through effective exit planning. Marcia emphasised the significance of early exit planning, allowing you to address potential obstacles and make necessary adjustments for a smooth and profitable transition.Another valuable insight she discussed was th

Nov 2, 2023 • 33:14

Mastering Succession Planning: Key Insights from Dr Craig West

Mastering Succession Planning: Key Insights from Dr Craig West

In this podcast episode, we explore mastering the art of succession planning with our special guest, Dr Craig West, Founder of Succession Plus and Capitaliz.Craig shares expert insights on how business owners can ensure a smooth transition for their businesses. Key takeaways include aligning personal and business objectives, building a strong team, and addressing common succession planning challenges.We also discuss the steps necessary to prepare for a business exit and Craig's experience with C

Oct 26, 2023 • 39:28

Unlocking Success in the Asian Market: The Role of Relationships and Reputation with Jim James

Unlocking Success in the Asian Market: The Role of Relationships and Reputation with Jim James

Ready to tap into the potential of the Asian market?Jim James, an expert in Asian business, discussed the importance of building strong relationships and trust in the Asian market.Jim explored the benefits of starting a business in Singapore, a thriving hub for global entrepreneurship. From its strategic location to its business-friendly environment, Singapore offers endless opportunities for growth and expansion.He also shared valuable insights on overcoming the challenges of building a PR busi

Oct 19, 2023 • 44:51

Valuation Game-Changers: Strategies to Maximise Business Value with Joe Hine

Valuation Game-Changers: Strategies to Maximise Business Value with Joe Hine

Discover the key factors that can significantly influence the valuation of your professional service business, and learn how to leverage them to maximise your business value.Joe Hine, an expert in business valuation for professional service businesses, shared some game-changing insights on how to increase the value of your business and prepare for a successful exit. Joe is a partner at SI Partners, a global consultancy specialising in working with entrepreneurs in the professional services secto

Oct 12, 2023 • 33:33

Secrets to Selling Your Business for Maximum Profit: Lessons from Drew Rogers

Secrets to Selling Your Business for Maximum Profit: Lessons from Drew Rogers

Set your business to attract potential buyers!In this episode of Exit Insights, Drew Rogers, a seasoned expert in preparing businesses for sale, shared some invaluable tips on how to optimise the value and appeal of your business when getting ready to sell. Drew has successfully sold her own company, My Language Lab. With a passion for language learning and a knack for business, Drew started her company as a side hustle and grew it into a thriving online provider of language lessons. Drawing fro

Oct 5, 2023 • 44:17

The Road to Profit: Maximising Business Valuation with Data Protection with Erika Moralez-Perez

The Road to Profit: Maximising Business Valuation with Data Protection with Erika Moralez-Perez

Enforcing strong data protection can actually amplify your business worth. In this episode of Exit Insights, our guest, Erika Morales-Perez, shares importance of data protection for small businesses. She discusses the crucial role of audits in maintaining compliance and the significance of designing systematic data protection processes.Join host Darryl Bates-Brownsword as they explore the world of data protection and its impact on business valuations. Learn why SMEs, regardless of size, must pri

Sep 28, 2023 • 31:58

Unlocking Business Value: Expert Tips from Kevin Harrington

Unlocking Business Value: Expert Tips from Kevin Harrington

Explore the different paths you can take when exiting your business with our guest, Kevin Harrington.Kevin is a seasoned dealmaker and business adaptation expert with a finger constantly on the pulse of buyer expectations and business market trends. With a substantial track record in advising businesses on exit strategies, Kevin's ability to demystify the process is comforting yet enlightening for owners. He continually illuminates pathways towards maximised value, while integrating detailed fin

Sep 21, 2023 • 31:03

Building a Profitable Business: Beate Chelette's Exit Strategy Secrets

Building a Profitable Business: Beate Chelette's Exit Strategy Secrets

Beate Chelette, a business strategist and growth architect, shares her expertise with Darryl Bates-Brownsword on the importance of planning and preparation for an exit strategy. In this episode, Beate emphasizes the need for businesses to have a clear system in place and explains how this can bring coherence and clarity to their offerings. She shares an example of a digital marketer who generated $25 million for his clients by implementing her system. Beate also addresses the topic of failure an

Sep 14, 2023 • 41:35

Maximising Business Value: The Roadmap to a Profitable Exit with Mark Dorman

Maximising Business Value: The Roadmap to a Profitable Exit with Mark Dorman

Ensure a successful and profitable exit from your business when you're ready to retire and sell. Mark Dorman will be sharing the importance of early exit planning for business owners.Mark Dorman, a strategic exit planner who's carved a successful career out of a challenging business transition. He's the core source behind Legacy Business Advisors based in Cleveland, Ohio. Initially, Mark was just another business owner trying to make it in the challenging world of entrepreneurship, but after exp

Sep 7, 2023 • 30:45

Structuring Your Professional Service Business for Value and Smooth Exit

Structuring Your Professional Service Business for Value and Smooth Exit

Get ready to take your professional service business to the next level.In this episode of Exit Insights, Dawn Bloomer, a seasoned expert in structuring professional service businesses for success and value creation, shared some incredible strategies and insights that can transform your business and ignite your passion for what you do.One key takeaway from the conversation was the importance of aligning your mission, vision, and values in your decision-making processes. When these elements are in

Aug 31, 2023 • 36:24

Mastering Risk: How To Help Business Owners Protect Their Valuation with Wendy Shand

Mastering Risk: How To Help Business Owners Protect Their Valuation with Wendy Shand

As a business owner, have you ever considered the potential risks that could impact your business's valuation?In this episode, we'll explore the importance of proactive risk management and how it can help you protect your business from unexpected crises. Wendy Shand, founder of Impact Resilience, shares her personal journey of starting a travel business and the challenges she faced when COVID-19 forced her to close the business. Wendy's relatable experience underscores the need for all business

Aug 24, 2023 • 36:57

Conquer Your Exit: Overcoming Business Owner Fears and Challenges with Pete Caltabiano

Conquer Your Exit: Overcoming Business Owner Fears and Challenges with Pete Caltabiano

Preparing for a successful business exit can be daunting, but Fractional CFO Pete Caltabiano helps small to mid-sized business owners overcome their fears and challenges, taking control of their exit and equipping them with the financial expertise needed to make it less scary.Pete Caltabiano is a seasoned professional in the business world who understands the trials and tribulations of owning and managing a business. He’s seen the gamut of entrepreneurs struggle with the challenges of exiting th

Aug 18, 2023 • 32:39

Retirement Planning Secrets: Maximise Your Financial Freedom with David Pearce

Retirement Planning Secrets: Maximise Your Financial Freedom with David Pearce

Are you thinking about retirement but unsure how to navigate the process? Our guest, David Pearce, has walked this path and has valuable insights to share. David, who has successfully transitioned from being a dentist and business owner to a retiree, will shed light on crucial aspects of retirement planning. He'll talk about how to prepare for a retirement lifestyle that might need more of your current income, and how to fill the work void with rewarding activities. By listening to David's perso

Aug 10, 2023 • 36:53

15 Essential Tips to Maximise & Extract Business Value with Kevin Harrington

15 Essential Tips to Maximise & Extract Business Value with Kevin Harrington

Discover the 15 key tips to maximise the value of your business and achieve a successful sale. From understanding deal structures to having the right legal team, these insights will help you navigate the complex world of selling your business. But what happens when the buyer's intentions aren't what they seem? Find out in this gripping episode of Exit Insights.Renowned for his strategic foresight and hands-on experience, Kevin Harrington is acknowledged as a leading authority on maximising busin

Aug 3, 2023 • 39:36

CFO's Role in Maximising Business Value: Expert Advice from Colin Mills

CFO's Role in Maximising Business Value: Expert Advice from Colin Mills

In this episode of the Exit Insights podcast, host Darryl Bates-Brownsword interviews Colin Mills, the founder of The CFO Centre, to discuss the crucial role of the CFO in preparing a business for exit and maximising its valuation. Mills emphasises the importance of starting with the end in mind and working backward to determine the desired time frame. He shares valuable insights on creating a storyboard that goes beyond the exit point to showcase the future of the business and its stability to

Jul 27, 2023 • 31:43

Navigating Sales Tax Compliance: Essential Tips from Jason Parr

Navigating Sales Tax Compliance: Essential Tips from Jason Parr

With over two decades of experience as a sales tax specialist, Jason Parr brings to the conversation unmatched insights and an in-depth understanding of sales tax compliance. Having spent a significant portion of his career at Peisner Johnson, a firm known for its expertise in state and local taxation, Jason has developed a knack for simplifying complex tax laws for business owners. Recently, his focus has shifted to educating entrepreneurs on the implications of the recent changes in sales tax

Jul 20, 2023 • 16:52

Boost Your Architectural Practice with Effective Business Systems and Processes - Ray Brown

Boost Your Architectural Practice with Effective Business Systems and Processes - Ray Brown

Meet Ray Brown, the man behind the successful consulting business, Archibiz. His work revolves around guiding architectural practices, helping them to redefine their operations and aim for higher success. With experience spanning several industries and over 17 years’ worth of coaching skills under his belt, Ray provides architects an open invitation to expand their business footprint beyond their technical skills. His knack for simplifying complicated business processes combined with his underst

Jul 13, 2023 • 35:08

Maximising Your Business Value: The Importance of Valuation for Entrepreneurs - with Kevin Harrington

Maximising Your Business Value: The Importance of Valuation for Entrepreneurs - with Kevin Harrington

Experience the unexpected journey of entrepreneur, Kevin Harrington, as he delves into the world of business valuation. What began as a simple question transformed into a profound realisation – understanding the value of his business was about more than just dollars and cents.Join Kevin as he uncovers the hidden factors that boost a business's worth, from intangible assets to the joy of running a higher value enterprise. But that's not all... Prepare to be captivated by the unexpected twist in K

Jul 6, 2023 • 31:00

Max Traylor Reveals How to Maximize Profitability and Scalability in Professional Services

Max Traylor Reveals How to Maximize Profitability and Scalability in Professional Services

As a premier expert based in Boston, Max Traylor believes that the key to maximising profitability and scaling professional services lies in crafting specialised offerings and streamlining operational processes. His innovative approach to productisation enables professional service firms to harness their unique knowledge and deliver unmatched value to their clients.Max's insights into finding that sweet spot between expertise and efficiency have helped numerous businesses achieve exponential gro

Jun 29, 2023 • 31:16

Unleashing the Power of Intangible Assets: A Practical Guide for Entrepreneurs with Andrew Sherman

Unleashing the Power of Intangible Assets: A Practical Guide for Entrepreneurs with Andrew Sherman

Andrew Sherman is a seasoned transactional attorney with a wealth of experience in various aspects of business law, including mergers and acquisitions, valuations, and intellectual property. Over the years, he has become a well-known figure in guiding business owners through successful M&A deals and helping them maximise the value of their businesses. Not only has Andrew been featured in numerous well-received TED Talks, but he's also an accomplished author of several books on these topics, a te

Jun 22, 2023 • 42:04

Mastering Early-Stage Funding: Strategies for Startup Success - James Church

Mastering Early-Stage Funding: Strategies for Startup Success - James Church

James Church is a dedicated strategist and the creative mind behind Robot Mascot, an investment readiness agency passionate about helping early-stage businesses raise their first or second round of funding. As an experienced professional working with innovative startups, James has co-authored the bestselling book, Investable Entrepreneur, which takes readers through the methodologies used by Robot Mascot to effectively assist businesses on their fundraising journey. With his unique insights and

Jun 16, 2023 • 37:54

Maximise Your Business Value with Early Exit Planning – Kevin Harrington

Maximise Your Business Value with Early Exit Planning – Kevin Harrington

Discover the essential steps business owners need to take for successful early exit planning - listen now!Kevin Harrington, Succession Plus Partner, is an experienced business strategist with a passion for helping entrepreneurs plan their exit. With years of experience under his belt, Kevin has worked closely with numerous business owners to guide them through the process of preparing their businesses for sale, even before they've considered leaving. His expertise in strategic decision-making an

Jun 8, 2023 • 35:39

Nate Lind's Guide to Smart Business Exits: Preparation, Valuation, and Success

Nate Lind's Guide to Smart Business Exits: Preparation, Valuation, and Success

Nate Lind, an experienced entrepreneur and business broker, shares his expertise in buying and selling businesses in this podcast. He started his journey by creating a technology business selling vitamins globally, which led to his first exit when a shopping cart company took notice of his unique reporting system. Nate's passion for mergers and acquisitions eventually led him to become a business broker, where he now helps other entrepreneurs maximize their business value and exit on their own t

Jun 1, 2023 • 41:41

Unleashing Business Success: The 5 Essentials and Core Services for Profits & Growth

Unleashing Business Success: The 5 Essentials and Core Services for Profits & Growth

In this episode, Roger Knecht shares his wealth of knowledge in marketing, management, and business success, guiding accountants, bookkeepers, and tax preparers toward launching and growing thriving accounting firms.Explore the 5 Essentials in Business and uncover the core services that accountants should be offering their clients. Gain actionable steps, real-life examples, and expert strategies from Roger himself, empowering you to achieve your professional goals.Engage & Manifest, Understand A

May 26, 2023 • 35:29

Selling Your Business: Strategies and Considerations with Gary Morley

Selling Your Business: Strategies and Considerations with Gary Morley

In this episode, we explore the world of selling businesses with expert Gary Morley, a seasoned Chartered Accountant. With over 20 years of experience, Gary has helped countless entrepreneurs navigate the complexities of selling their companies. Listen as he shares valuable insights and answers key questions on planning, the selling process, and concluding a deal. Gain valuable strategies and considerations for selling your business from this informative and engaging conversation with Gary Morle

May 19, 2023 • 39:14

Maximizing Business Success: Insights on Passive Income, Automation, and Scaling from Andre Abi Awad

Maximizing Business Success: Insights on Passive Income, Automation, and Scaling from Andre Abi Awad

In this episode, we speak with Andre Abi Awad, an experienced professional speaker and trainer turned entrepreneur who recently exited his business in May of last year. With a focus on creating marketing funnels, Andre started his business in 2012 using mostly freelancers and his personal network to get started with clients. After years of educating the market and expanding his team, the business evolved its focus towards lead generation on LinkedIn for service providers.Andre shares his story o

May 12, 2023 • 34:48

Exit Strategies: Leveraging PR to Build Value and Competitive Tension with Jamie Brownlee

Exit Strategies: Leveraging PR to Build Value and Competitive Tension with Jamie Brownlee

In this episode, we sat down with Jamie, an expert in corporate public relations with a focus on financial services, professional services, and consumer sectors. Jamie shared his insights and experiences in advising global financial services companies of all sizes in building and protecting their brands through PR.We delved into the topic of PR and its importance for firms looking to exit, as Jamie sheds light on why a strong PR strategy is crucial during this time. He also addressed the common

May 5, 2023 • 30:34

Working to Build Sellable Businesses with Mike Finger

Working to Build Sellable Businesses with Mike Finger

In this episode, Darryl interviews Mike Finger, a successful small business owner with over 25 years of experience in buying, building, and selling multiple businesses.Mike shares his insights on why so many small business owners get the exit process wrong, and what the biggest mistake they make is. He emphasizes the importance of being prepared and ready to sell, and how owners can simplify the complex topic of business exits.Despite acknowledging the complexities of the subject, Mike shares h

Apr 28, 2023 • 39:24

Building a Strong Foundation: How a Non-Profit Founder Prepared for Succession with Michael Brosowski

Building a Strong Foundation: How a Non-Profit Founder Prepared for Succession with Michael Brosowski

In this episode, we sit down with Michael Brosowski, a non-profit founder who shares his experience of planning his exit strategy from the CEO role to ensure his organization's sustainability and success. Michael brings a unique perspective as he wanted to leave the role not because he wanted to leave the organization, but because he wanted it to thrive without him. He discusses the importance of having a transition plan in place and shares the lessons he learned when he tried to leave in 2015,

Apr 21, 2023 • 41:11

Navigating Diverse Owner Priorities and Preparing for Life After Exit with DC Palter

Navigating Diverse Owner Priorities and Preparing for Life After Exit with DC Palter

In this podcast interview, DC Palter, a startup founder and CEO with over 25 years of experience building and leading tech companies, shares his insights on dealing with multiple owners with different goals and priorities, and what to prepare for life after exiting a business.DC discusses the acquisitions of his first and second companies, and what went wrong with each acquisition. He also talks about his plans for post-acquisition life after each exit and what actually happened.He shares his ex

Apr 14, 2023 • 42:57

Unlock Profitable Accounting Practices with Shane Lukas

Unlock Profitable Accounting Practices with Shane Lukas

In this episode, Shane Lukas, an expert in business finance, passionately helps accountants to achieve greater business success and profits while discovering the irony of needing external help to make his own business saleable.Shane Lukas is an International Coach, Trainer, and inspiring keynote speaker with over 25 years of experience helping accountants around the world grow their businesses. The resources mentioned in this episode are: Reach out to AVN to help improve your accounting practice

Apr 6, 2023 • 22:29

Navigating Exit Strategy w/ Manny Skevofilax: Maximize Value in 24-36 Months

Navigating Exit Strategy w/ Manny Skevofilax: Maximize Value in 24-36 Months

In this podcast episode, Manny Skevofilax, an outsourced CFO, guides business owners through the challenging process of exit planning, culminating in an arduous due diligence process, where the goal is to maximize value and minimize the gap between the desired and actual sale price.Here's what Manny Skevofilax and I covered:1. What should business owners know about preparing and executing an exit strategy?2. What are the key financial considerations when preparing a business for sale?3. How can

Mar 24, 2023 • 27:44

Funding to Support Employee Ownership Trusts with Oliver Wilson

Funding to Support Employee Ownership Trusts with Oliver Wilson

Oliver Wilson is the Head of Corporate Banking at Showbrook Bank, a UK-based lender specializing in funding Employee Ownership Trust (EOT) exits. He has extensive experience in structuring debt financing for businesses of all sizes.In this episode, you will learn the following:1. What are the key considerations when assessing an employee ownership transaction for lending?2. How can businesses prepare to secure funding for an employee ownership transaction?3. What makes an employee ownership tran

Mar 16, 2023 • 33:30

Life After the Military: Jason Skeesick's Journey to Building a Thriving CrossFit Gym

Life After the Military: Jason Skeesick's Journey to Building a Thriving CrossFit Gym

Jason Skeesick is a serial entrepreneur who has built multiple businesses, including a CrossFit Gym in Chicago. He spent four years in the US Army and has a finance degree, giving him the skills to maximize the value of his businesses.In this episode, you will learn the following:1. How Jason Skeesick went from joining the military to becoming a successful entrepreneur.2. The systems and strategies he used to turn his CrossFit business from a “pond” into a “pool”.3. How he transitioned from runn

Feb 16, 2023 • 36:03

The Potential of Employee Ownership Trusts with Simon Morton

The Potential of Employee Ownership Trusts with Simon Morton

Simon Morton is the former owner of Eyeful Presentations, who sold the business to an Employee Ownership Trust in February 2023. He now works part-time at the company, bringing his experience and expertise to the new board.In this episode, you will learn the following:1. How did Simon Morton transition away from his business while still supporting the employees?2. What is an Employee Ownership Trust and how did it work for Eyeful?3. How did Simon Morton and his leadership team decide which of th

Feb 9, 2023 • 40:18

Maximize Your Exit Value with Jerome Fogel: Avoiding M&A Mistakes

Maximize Your Exit Value with Jerome Fogel: Avoiding M&A Mistakes

Jerome Fogel is a lawyer from Fogle and Patomianos based in Los Angeles, specializing in corporate law, intellectual property, mergers and acquisitions, venture capital formation and capital raising.Jerome Fogel had the opportunity to represent a variety of businesses and individuals five years ago when a client came to him with corporate and intellectual property needs. Over the next five years, Jerome and his team developed a process to help their client, who eventually had an exit in 2021. Je

Jan 26, 2023 • 33:42

Selling Your Business? - Making sure yours is one of the 20% that actually sells with Ken Gorman

Selling Your Business? - Making sure yours is one of the 20% that actually sells with Ken Gorman

Ken Gorman is a Regional Director and a Sell-Side Merger & Acquisition Advisor with Transworld M&A UK. He is a Certified Merger & Acquisitions Advisor (CM&AA), previously a Certified Public Accountant (CPA) with Ernst & Young and has completed a certificate course in business valuation. In this episode, you will learn the following:1. What is the process for selling a business and why do 80% of businesses in the UK never sell?2. How can business owners make sure their key people are taken care o

Jan 19, 2023 • 36:37

Jan Cavelle's Fire Sale: Selling a Business & Learning the Hard Way

Jan Cavelle's Fire Sale: Selling a Business & Learning the Hard Way

Single mom Jan Cavelle, with no business knowledge, unexpectedly grows her kitchen table job into a successful enterprise, but the central conflict arises when her son unexpectedly joins and she must find a way to escape her success with her sanity intact.You will learn:1. How to successfully exit a business and the challenges that come with it.2. How to manage the dynamics of having a child join the business and how to make it work.3. How to transition from a successful business to a new career

Jan 13, 2023 • 28:26

From Wireless Woe to Successful Business Exit with Drake Scifers

From Wireless Woe to Successful Business Exit with Drake Scifers

In this podcast episode, Daryl Bates interviews Drake Scifers, a business owner who sold his business in 2020.Drake Scifers is an entrepreneur and business exit strategist. He is the founder of a wireless internet service provider and luxury RV park and sold his business in 2020.In this episode, you will learn the following:1. How a small, niche player in the wireless internet service provider industry was able to scale up revenue quickly and achieve a high valuation2. How the business was able

Dec 9, 2022 • 43:26

The Automated Method with Jason Grant: How to Optimize Your Business for Exit

The Automated Method with Jason Grant: How to Optimize Your Business for Exit

In this episode of the Exit Insights Podcast, Darryl Bates-Brownsword interviews Jason Grant, who has developed the Automated Method to help business owners optimise their business. Jason Grant is the founder of the Automated Method, a business automation consultancy. He has over 20 years of experience in the IT industry and is a thought leader in business automation. In this episode you will learn:1. What is the Automated Method?2. What are the benefits of the Automated Method for business owne

Nov 18, 2022 • 24:55

The Accidental Entrepreneur to Desirable Exit: A Conversation with Phil Fraser

The Accidental Entrepreneur to Desirable Exit: A Conversation with Phil Fraser

Phil Fraser is a successful entrepreneur who exited his business after 18 years. He's now dedicated to helping other business owners prepare for their own exits so they can maximize value and exit on their own terms. Phil is a relatable figure who understands the challenges and complexities of exiting a business. His story is an inspirational one for anyone considering selling their business.In this episode, we talked about:1. The story of Phil Fraser's journey from accidental entrepreneur to a

Nov 11, 2022 • 38:33

How to Let Go of Control and Maximize Your Business Value with Andrew Miller

How to Let Go of Control and Maximize Your Business Value with Andrew Miller

Do you want to grow your business, delegate more effectively, and focus on what's truly important? Andrew Miller is sharing the solution so that you can get the business growth, delegation, and focus you desire.Andrew spent 16 years in the Restructuring department of the global accountancy firm, KPMG, as well as being seconded to Barclays Bank's insolvency unit. He has worked for himself for over 11 years during which time he has written eight books, done a TEDx Talk, won numerous awards, and wa

Nov 4, 2022 • 31:21

From Coffee Shop Owner to Financial Expert: Brandon Neely's Journey to Selling his Business

From Coffee Shop Owner to Financial Expert: Brandon Neely's Journey to Selling his Business

Brandon Neely is an entrepreneur, Profit First, and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely.They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses.In this episode, you will learn the following:1. What are some of the bi

Oct 28, 2022 • 32:53

How to Maximize Value When Selling Your Business with Rob Warner

How to Maximize Value When Selling Your Business with Rob Warner

Rob Warner is a successful entrepreneur who understands the ins and outs of preparing a business for exit. He sold his business, Invisible PPC, late last year and has since been sharing his insights about the process and what business owners can do to maximize value and exit on their terms. Rob is a great example of how taking the time to prepare your business for sale can pay off in the end.In this episode, you will learn the following:1. How Rob Warner prepared his business for sale, including

Oct 21, 2022 • 31:34

The Lifestyle Business Owner's Guide to Making a Fortune with John Lamerton

The Lifestyle Business Owner's Guide to Making a Fortune with John Lamerton

John Lamerton was a civil servant who decided to launch an internet marketing company. He had no experience in running a company or marketing, but he was determined to make it work. He started by reading a book called "Internet Marketing for Dummies" and then slowly started to figure things out. He made a lot of mistakes, but eventually, he had a breakthrough when he made his first sale. He then quit his job and started to focus on building his business. He has now been running his business for

Sep 29, 2022 • 32:08

Get your business ready to exit with Edward Keelan from Octopus Ventures

Get your business ready to exit with Edward Keelan from Octopus Ventures

For business owners preparing to exit their business, it is important to be able to inspire the next generation of employees in order to scale the company. VC investors need to be able to take challenges from investors and entrepreneurs need to be able to understand the financials of a business in order to secure.In this episode featuring Edward Keelan, we covered:1. The importance of being able to inspire the next generation of employees in order to scale a company2. The need to be able to take

Sep 29, 2022 • 30:29

How to Address the Monsters of Team Performance with Andrew Bull

How to Address the Monsters of Team Performance with Andrew Bull

In this Exit Insights episode, will learn how to identify and address the "monsters" that hold back team performance and prevent productivity, in order to exit their business on their terms.Andrew shares how team performance can impact the culture of your business and hold back productivity. Topics discussed:1. The role that team performance plays in business success2. The impact of a blame culture on productivity3. The importance of taking responsibility for one's own Learn more about your ad c

Sep 29, 2022 • 27:38

How to Protect Your Business with Babs Jamieson

How to Protect Your Business with Babs Jamieson

In this episode of the Exit Insights Podcast, Babs Jamieson from Jamieson's Law shares her expertise in corporate law and preparing small businesses for an exit.In this video, you will learn:1. The importance of a shareholders agreement, and how it can protect business owners' interests2. The importance of brand protection, and how it can add value to a company3. The importance of understanding what is included in contracts, and how they can impact a business Learn more about your ad choices. Vi

Sep 29, 2022 • 28:33

Business Owner Prepares for Exit with Andrew Cristin

Business Owner Prepares for Exit with Andrew Cristin

Do you want to grow your business and exit on your terms? Andrew Cristin is sharing the solution so that you can achieve that result. The main framework shared in this story is the importance of having a clear process and system in place, as well as knowing your niche market. Andrew Cristin has been involved in a growing business and exited without the golden handshake or earn-out. He set it up, built it up to a million pounds in profit, and sold it within five years.In this episode you will lea

Aug 30, 2022 • 32:18

Systemology: How to Streamline Your Business for Success with David Jenyns

Systemology: How to Streamline Your Business for Success with David Jenyns

In "Systemology", Dave Jenyns provides a step-by-step guide on how to systemize your business, so you can maximize value and exit on your terms.In this episode, you will learn:1. What are the benefits of having a systemized business?2. How can business owners create systems that work for their business?3. What are the challenges of implementing a systemized approach to business? Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 30, 2022 • 34:43

Greg Maddox on Reaching Your Freedom Point

Greg Maddox on Reaching Your Freedom Point

When Greg Maddox realized the key to a successful exit was in the multiples, he became determined to help business owners see the light.Greg Maddox is an exit planner in Chicago. He's been doing this for over ten years and has learned a lot about what it takes to successfully exit a business. He believes that exit planning is about understanding a business owner's personal and financial goals and connecting them to the business planning required to make those goals a reality. A typical day in Gr

Jul 31, 2022 • 37:38

How to 5X Your Business Valuation with Steve Preda

How to 5X Your Business Valuation with Steve Preda

By following the Pinnacle Principles, you can increase the value of your business fivefold.In this episode, you will learn:1. How businesses can five times their revenue in five years by following the Pinnacle Principles.2. How to become a category of one in your industry by differentiating your business and systemizing it for profitability.3. How to create a blueprint for a business that is replicable, self-managing, and consistently growing.Steve Preda is a leadership teams leadership coach an

Jul 25, 2022 • 27:56

Alvin Narsey - How to Build and Sell a Business

Alvin Narsey - How to Build and Sell a Business

Welcome to the podcast that helps business owners prepare for an exit so they can maximize value and exit on their terms. In this episode, you will learn:1. How Alvin Narsey transitioned his business during the pandemic by selling his pharmacy and moving to Germany2. The importance of profitability in a business3. How to engage with customers in a retail settingAlvin Narsey is a pharmacist and business owner from Melbourne, Australia. He has over 15 years of experience in buying and selling phar

Jul 18, 2022 • 25:35

Maximizing Value with Rocky Lalvani from Profit Comes First

Maximizing Value with Rocky Lalvani from Profit Comes First

Would you like to know a simple system for ensuring your business always has enough cash on hand? In this episode you will learn:1. How Rocky Lalvani's profit-first philosophy can help business owners become more profitable.2. The importance of having systems and processes in place to manage growth effectively.3. How allocating money to a profit account can help ease anxiety around tax time.Rocky Lalvani serves as Chief Profitability Adviser for business owners. He teaches them how to ensure the

Jul 11, 2022 • 29:27

Andy Cabasso - Started, Built and Sold a Digital Agency

Andy Cabasso - Started, Built and Sold a Digital Agency

Andy Cabasso is a startup founder, digital marketing professional, speaker, and lawyer. He is the co-founder of Postaga, an all-in-one platform for link building and email outreach. Prior to Postaga, he started, grew, and then successfully sold a digital marketing agency.In this podcast episode, he talks about his experience on how he started, built, and sold a digital agency. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 4, 2022 • 36:30

Mark Edwards – Buyer and Seller Mistakes

Mark Edwards – Buyer and Seller Mistakes

Mark founded Boss Equity in 1999 with the same mentality of competing (and ultimately overcoming) the odds of the software industry. He has completed over 120 M&A deals on four different continents.Throughout his career, he always thought that it was his duty to share his experience with successes and insights with as many software entrepreneurs as he can. So, they can learn from their trial & error without making the same mistakes themselves and then he started the 'BOSS-it podcast'.In this pod

Jun 27, 2022 • 31:09

Mike Lander - Exit Planning and Negotiation Preparation

Mike Lander - Exit Planning and Negotiation Preparation

Mike Lander is a successful entrepreneur and expert negotiator with a proven track record of buying, growing, and selling businesses for seven-figure sums. He’s raised over £6.5m of acquisition/growth capital in his career and grown companies to over £20m revenue and £4m EBITDA.Mike has a uniquely valuable perspective on negotiating commercial deals, having worked on both sides of the table as a Procurement Director and an entrepreneur. In one of his roles, Mike worked as a Procurement Director

Jun 20, 2022 • 32:42

Jeff Cohen – Talks about his book ‘Count-On-Able'

Jeff Cohen – Talks about his book ‘Count-On-Able'

Jeff Cohen is a seasoned entrepreneur having founded and grown multi-million-dollar technology and manufacturing businesses.He gained national attention when he appeared on ABC TV's Shark Tank, Season One. He was the first company that Shark Tank ran a success story on in Season Two.In this podcast episode, Jeff shares the details about his new book 'Count-On-Able' as the new rapid success framework that guides CEOs to make this happen. Learn more about your ad choices. Visit megaphone.fm/adchoi

Jun 13, 2022 • 33:32

Prantik-Mazumdar

Prantik-Mazumdar

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Dec 22, 2021 • 33:58

Saša Brborović - The Truth about Financial Planning

Saša Brborović - The Truth about Financial Planning

Have you defined your relationship with money? Have you built healthy habits to maximise your wealth overtime?This week, Darryl is joined by Saša Brborović, Strategic Financial Planner at Jarrovian Wealth. Financial planning can be a very broad term, but for Saša, it is something that permeates throughout all our lives. At some point, we all become investors and Saša likes to challenge people to think deeply about their motivation that underpins their biggest dreams.Saša provides his clients

Dec 10, 2021 • 36:13

The £1 Million Failure - with Darryl Bates-Brownsword & Kevin Harrington

The £1 Million Failure - with Darryl Bates-Brownsword & Kevin Harrington

Today's episode is a little bit different. Darryl sat down with his business partner Kevin to talk about something they've observed over their many years coaching and consulting with businesses: the '£1 Million Revenue Mark.'"We've been having many conversations recently with business owners who get to the £1 million mark, but suddenly they hit a road block. Progress stops and they struggle to grow from there.""If you want to grow your business, you have to change how you've done things. It is d

Nov 29, 2021 • 28:25

Jenny Lau of iLaw on the Fallout of Insufficient Exit Planning

Jenny Lau of iLaw on the Fallout of Insufficient Exit Planning

Head of Arbitration at iLaw Jenny Lau joins the podcast for this week’s episode. Jenny specialises in international arbitration and commercial litigation, having previously trained and practiced at Fieldfisher, where she became a Director. She joined boutique practice iLaw in 2020 to lead their arbitration practice, focusing on technology, businesses, and innovators. Jenny has extensive experience dealing with commercial disputes relating to the fallout of owners exiting their businesses and iss

Nov 19, 2021 • 35:35

Insights from an Angel Investor with Marjorie Radlo-Zandi

Insights from an Angel Investor with Marjorie Radlo-Zandi

Marjorie Radlo-Zandi is an entrepreneur turned long-term Angel Investor, board member, mentor and consultant to early-stage companies. Marjorie focuses on investing for impact and diversity, with a particular interest in health and tech. Prior to her role as an Angel Investor, she founded food diagnostics company VICAM, which positively impacted the lives of millions by protecting and enhancing the global food supply. Under her leadership, the business expanded to over 100 countries. Marjorie le

Oct 14, 2021 • 27:35

Paul Herman of Bluebox Corporate Finance

Paul Herman of Bluebox Corporate Finance

CEO of Bluebox Corporate Finance, Paul Herman joins the podcast for this week's episode. Bluebox, founded in 2012 along with James Caan, former panellist on Dragon's Den, primarily focus on preparing businesses for sale, sale of business and fundraising.Paul originally qualified as a Chartered Accountant at PWC where he specialised in M&A and private company valuations. In 1998, he moved into private equity before joining a corporate finance boutique in London where he eventually became one of t

Sep 29, 2021 • 23:27

Piers Bearne of Collingwood Advisory on Business Exits

Piers Bearne of Collingwood Advisory on Business Exits

Entrepreneur and corporate finance adviser Piers Bearne joins Darryl for this week's episode. Piers discusses his personal experience with business exits, having built and sold three separate businesses. He has also led multiple buyside and sellside transactions, supported the growth of many independent media companies and is CEO and founder of Collingwood Advisory. Collingwood Advisory works exclusively with entrepreneurs - translating best practice from corporates into tools that work for thei

Sep 24, 2021 • 43:57

Growing Smart & Fast with Jim Barnish Jr. of Orchid Black

Growing Smart & Fast with Jim Barnish Jr. of Orchid Black

Co-Founding Managing Partner of Orchid Black Jim Barnish Jr. joins Darryl for this week’s instalment. With over 15 years leadership experience in M&A, strategic market planning and global operations, Jim draws on deep functional and investment experience. With "smart" growth as their focal point, Orchid Black partner with tech-forward companies to build game-changing businesses. They strive to see their clients hit bigger milestones and greater returns faster. Using their experience driven insig

Aug 10, 2021 • 38:16

Polyture - Kyle Foley & Jared Zhao

Polyture - Kyle Foley & Jared Zhao

Polyture

Jul 6, 2021 • 19:28

Andy Green & Matt Flann of Pennard Vets on Their Experience of an Employee Ownership Trust

Andy Green & Matt Flann of Pennard Vets on Their Experience of an Employee Ownership Trust

Pennard Vets have been treating animals at Pennard House, Sevenoaks, since 1895. They offer a family-friendly service in a caring and professional environment. Providing everything your pet should need and guiding you through the choices available. Over time, established practices in Tonbridge and Maidstone joined them and they also opened new branches in Borough Green, Allington and Langley Park.On the first of March 2021 the Directors made a bold decision. Pennard Vets became an Employee Owned

May 17, 2021 • 37:43

Adam Newman of Newman Langley & Stavri Financial Consulting on Planning Your Business Exit

Adam Newman of Newman Langley & Stavri Financial Consulting on Planning Your Business Exit

Joining the podcast for this week’s episode is Financial Advisor and Partner at Newman Langley & Stavri Financial Consulting Adam Newman. With over a decade of experience as a wealth advisor, Andrew works with SME business owners offering a boutique of financial services and implementing a diverse range of financial solutions. Adam’s wealth of experience combined with his knowledge is incomparable. As a fully qualified (Dip FA Level 4) financial advisor and a business owner himself, he understan

May 4, 2021 • 25:42

Founder of Planned Ascent, Tim Cornell

Founder of Planned Ascent, Tim Cornell

Business coach, consultant, strategist and Founder of Planned Ascent Tim Cornell joins this week’s episode. Tim’s firm, founded in 2015, offers tailor-made support for entrepreneurs to build scalable businesses. They provide a blend of coaching, consulting and development tools specifically catered to the ambitions, needs and preferences of their clients. Tim’s resolution to support entrepreneurs is powered by a strong belief that SMEs hold a fundamental role in society. Despite the challenges o

Apr 27, 2021 • 37:58

Chris Cole, 40 Fathoms, discusses Business Exits & MBOs

Chris Cole, 40 Fathoms, discusses Business Exits & MBOs

Chris Cole is one of the Founders of value led investment company 40 Fathoms. Taking their real world expertise, they invest their own capital in start-ups and small, scalable businesses at early stage profitability, with the goal of achieving significant growth. Chris and his co-founders apply teamwork, trust and experience to risky businesses with talent and drive to outperform in their market sector. These attributes are what can be credited for their successes and significant scale-ups. By i

Apr 20, 2021 • 33:07

Entrepreneur and Award Winning Business Coach, Paul Avins

Entrepreneur and Award Winning Business Coach, Paul Avins

Award winning business coach and one of the UK’s most sought after fast growth experts Paul Avins joins this week’s instalment. Paul specialises coaching ambitious business owners in growing their companies. With over 17 years of experience, he is an expert at doing so. His Dynamic Business Growth Programs have gained him considerable recognition, which he expertly designed to accelerate his clients sales, profits and success - without the high pressure sales techniques or short term tricks.Paul

Apr 13, 2021 • 37:58

Jeremy Harbour from The Harbour Club

Jeremy Harbour from The Harbour Club

Globally renowned expert in Mergers & Acquisitions in SMEs Jeremy Harbour joins this week’s episode. Jeremy founded The Harbour Club, a network providing entrepreneurs the skills to buy and sell companies with no experience or cash up front. Passionate about changing the mindset about wealth creation, Jeremy has helped hundreds of entrepreneurs execute lucrative deals worldwide. With focus on teaching tactics for real buying, fixing and selling, The Harbour Club has allowed hundreds of entrepren

Mar 30, 2021 • 31:36

Deb Oxley, Chief Executive of the Employee Ownership Association

Deb Oxley, Chief Executive of the Employee Ownership Association

Chief Executive for the Employee Ownership Association (EOA), the UK’s leading voice in employee ownership, Deb Oxley, joins this week's episode. The EOA encompasses a politically independent membership organisation for UK businesses of private or public sector origin, either wholly, or partially owned by their employers. Representing organisations either employee owned or transitioning to employee ownership, the EOA to facilitates and maximises success by providing insight into the business cas

Mar 23, 2021 • 38:39

Russ Haworth, from The Family Business Partnership, talks about family business transitions.

Russ Haworth, from The Family Business Partnership, talks about family business transitions.

In this edition of Exit Insights, Darryl Bates-Brownsword talks with Russ Haworth from The Family Business Partnership about family business transitionsRuss works with family businesses to help them to understand and navigate the challenges that come from being in business together.His focus at The Family Business Partnership is to help families to define what success looks like to them and then to help create the environment within which that can be achieved. Russ's work helps to create the rig

Jan 19, 2021 • 33:52

Darryl Bates-Brownsword talks with Rob Goddard of Evolution CBS about business exits.

Darryl Bates-Brownsword talks with Rob Goddard of Evolution CBS about business exits.

Rob Goddard is the Founder and Executive Chairman of Evolution Complete Business Sales, using his extensive experience of almost 40 years to train business owners on exit planning. Rob discusses his transition from business operator to investor, a conversion many entrepreneurs struggle with as letting go is often difficult. Rob promotes a necessity to realise that on the day-to -day, the business can grow bigger and better without you – if you hire the right people. This talent acquisition is ke

Jan 18, 2021 • 39:09

Exit Insights: What do Family Offices have to do with business exits?

Exit Insights: What do Family Offices have to do with business exits?

Darryl Bates-Brownsword talks with Darragh O'Sullivan of dos&co about Family Offices and how they serve business owners.dos&co serve entrepreneurs, (U)HNWI's, family offices and significant wealth-holders, assisting them in establishing, running and streamlining their UK family offices, businesses, operations and lifestyles. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 17, 2020 • 23:40

Michael Masterton of EverEdge Global on his experiences of business valuation and intangible assets.

Michael Masterton of EverEdge Global on his experiences of business valuation and intangible assets.

Darryl Bates-Brownsword talks with Michael Masterton of EverEdge Global about his experiences of business valuation, intangible assets and business exits. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 16, 2020 • 37:27

Business Exits: When should I start planning for a business exit?

Business Exits: When should I start planning for a business exit?

PANEL DISCUSSIONWhen should I start planning for a business exit?Darryl Bates-Brownsword hosts a panel discussion about business exits with guests:Christine Nicholson - Succession PlusGuy Skinner - Citygate ConsultingJeremy Leboff - Sobell Rhodes Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 8, 2020 • 36:38

David Samuel, a Vistage Chair, about his experiences of succession planning and business exits.

David Samuel, a Vistage Chair, about his experiences of succession planning and business exits.

Darryl Bates-Brownsword talks with David Samuel, a Vistage Chair, about his experiences of succession planning and business exits.David shares some of his personal experience with the opticians Eyesite as a partner and then managing director. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 1, 2020 • 33:48

David Young of Shield Corporate Finance about his experiences of succession plans & business exits.

David Young of Shield Corporate Finance about his experiences of succession plans & business exits.

In this edition of Exit Insights Darryl Bates-Brownsword talks with David Young of Shield Corporate Finance about his experiences of succession planning and business exits. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 24, 2020 • 29:59

Exiting your business? Let's talk about how to communicate this important event to people.

Exiting your business? Let's talk about how to communicate this important event to people.

How should we communicate to people about our plans to exit or sell our business. In this web chat (panel discussion), Darryl Bates-Brownsword of Succession Plus talks with Christine Nicholson, Kevin Harrington and Paul Vousden. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 11, 2020 • 18:09

Tony Vaughan of Vexus talks about his experiences of business exits and zombie buyers.

Tony Vaughan of Vexus talks about his experiences of business exits and zombie buyers.

In this edition of Exit Insights Darryl Bates-Brownsword talks with Tony Vaughan of Vexus about his experiences of business exits and zombie buyers. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 30, 2020 • 37:36

Natalie Murray of Lawbox Design talks with Darryl Bates-Brownsword about business exits and law.

Natalie Murray of Lawbox Design talks with Darryl Bates-Brownsword about business exits and law.

In this Exit Insights podcast Darryl Bates-Brownsword talks with Natalie Murray of Lawbox Design about some of her experiences off business exits and her approach to the law. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 16, 2020 • 23:15

Darryl Bates-Brownsword and Wendy Hart of Grant Thornton talk about business exits.

Darryl Bates-Brownsword and Wendy Hart of Grant Thornton talk about business exits.

In this Exit Insights podcast, Darryl Bates-Brownsword talks with Wendy Hart of Grant Thornton about her experiences of business exits. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 2, 2020 • 33:15

Graham Hart talks with Darryl Bates-Brownsword about his experiences of business exits.

Graham Hart talks with Darryl Bates-Brownsword about his experiences of business exits.

Graham Hart of Isagon Associates talks with Darryl Bates-Brownsword about his experiences of business exits. Graham has a wealth of experience in M&A, from the sell side and buy side, and shares some useful thoughts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 20, 2020 • 25:22

Jennifer Raines of Your Right Hand Finance Team talk about her experiences of business exits.

Jennifer Raines of Your Right Hand Finance Team talk about her experiences of business exits.

Darryl Bates-Brownsword talks with Jennifer Raines of Your Right Hand Finance Team (YRH) about her experiences of business exits. Jennifer and YRH have a refreshing approach to accountancy and business exits. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 14, 2020 • 45:32

Robert Postlethwaite of Postlethwaite Solicitors take about Employee Ownership & Share Schemes

Robert Postlethwaite of Postlethwaite Solicitors take about Employee Ownership & Share Schemes

Darryl Bates-Brownsword talks with Robert Postlethwaite of Postlethwaite Solicitors about Employee Ownership & Share Schemes.If you are thinking about how to involve any of your employees in the ownership of your business or are considering ownership succession, or you are a professional adviser with a client in need of advice in these areas, Postlethwaites Solicitors can help you. In this podcast Robert Postlethwaite discusses the benefits of employee share ownership and their approach to helpi

Sep 4, 2020 • 32:10

Harry Knight of Corbett Keeling talks with Darryl Bates-Brownsword about business exits.

Harry Knight of Corbett Keeling talks with Darryl Bates-Brownsword about business exits.

n this episode of Exit Insights, Harry Knight of Corbett Keeling talks with Darryl Bates-Brownsword from Succession Plus about his experience of business exits. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 25, 2020 • 29:03

Jeff Lermer of JLA Accountants talks with Darryl Bates-Brownsword about tax and business exits.

Jeff Lermer of JLA Accountants talks with Darryl Bates-Brownsword about tax and business exits.

In this podcast edition from Succession Plus, Darryl Bates-Brownsword talks with guest Jeff Lermer about his experiences of business exits. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 18, 2020 • 31:52

Darryl Bates-Brownsword talks with Christine Nicholson about her experiences of business exits.

Darryl Bates-Brownsword talks with Christine Nicholson about her experiences of business exits.

In this episode of Exit Insights, Darryl Bates-Brownsword of Succession Plus talks with Christine Nicholson about her thoughts and experiences of business exits. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 3, 2020 • 32:36

Darryl Bates-Brownsword talks with Kevin Harrington about business exits.

Darryl Bates-Brownsword talks with Kevin Harrington about business exits.

In this podcast Darryl Bates-Brownsword talks with Kevin Harrington about business exits. Professional services businesses, marketing companies and media production company examples are all discussed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 30, 2020 • 29:59

Darryl Bates-Brownsword talks with Mark Peacock, The Pricing Coach.

Darryl Bates-Brownsword talks with Mark Peacock, The Pricing Coach.

In this episode of Exit Insights, Darryl Bates-Brownsword talks with Mark Peacock, The Pricing Coach, about his experiences of business exits. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 30, 2020 • 25:18

Darryl Bates-Brownsword talks with Jeremy Leboff about business exits.

Darryl Bates-Brownsword talks with Jeremy Leboff about business exits.

In another of this popular series of podcasts Darryl Bates-Brownsword of Succession Plus talks with Jeremy Leboff of Sobell Rhodes about his thoughts and experiences of business exits. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 30, 2020 • 36:10

Darryl Bates-Brownsword talks with Guy Skinner of Citygate Consulting.

Darryl Bates-Brownsword talks with Guy Skinner of Citygate Consulting.

Director of London based financial planning firm Citygate Consulting joins Darryl in this week’s episode. Guy established Citygate to provide an unparalleled first-class service for bespoke independent financial advice, with the client at the core of the process. Their client relationships are longstanding, founded on trust, service and performance.After completing a Business Management degree, Guy decided to change career direction when he became a Financial Advisor. Initially cold-calling and

Jul 27, 2020 • 29:03

Darryl Bates-Brownsword talks with Ash Johnson of Joluco about his experience of exiting a business.

Darryl Bates-Brownsword talks with Ash Johnson of Joluco about his experience of exiting a business.

Ash Johnson is an interesting and engaging business leader. In this episode from Succession Plus, Ash talks with Darryl Bates-Brownsword about his experience exiting Geosoft. He explains how the team got involved in Employee ownership and were engaged...a great story. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 21, 2020 • 23:22

Darryl Bates-Brownsword talks with James West of Magus Private Wealth.

Darryl Bates-Brownsword talks with James West of Magus Private Wealth.

Darryl Bates-Brownsword talks with James West of Magus Private Wealth about his experiences working with owners exiting their business. He talks about process, the people, planning and a lot more. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 16, 2020 • 20:11

Emily Alston of Baxendale Employee Ownership talks with Darryl Bates-Brownsword.

Emily Alston of Baxendale Employee Ownership talks with Darryl Bates-Brownsword.

Baxendale Employee Ownership is specialist business advising on employee ownership. They have helped over 100 businesses become employee owned. Listen to Emily Alston of Baxendale talk with Darryl Bates-Brownsword about her experience of employee ownership. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 14, 2020 • 37:28

Val King of BFG Associates talks with Darryl Bates-Brownsword about her experiences of business succession planning and business exits.

Val King of BFG Associates talks with Darryl Bates-Brownsword about her experiences of business succession planning and business exits.

In this episode of Exit Insights Val talks about Employee Ownership Trusts (EOTs) and business succession and exit planning. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 26, 2020 • 37:31

Darryl Bates-Brownsword, Succession Plus, talks with Roderick Cameron of Boardroom Advisors

Darryl Bates-Brownsword, Succession Plus, talks with Roderick Cameron of Boardroom Advisors

Roderick Cameron has significant experience of business exits and has been advising businesses of all sizes. In this interview, Darryl Bates-Brownsword talks with Roderick about business exits and his advice to business owners. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 5, 2020 • 30:08

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