Podcasts | Exit Plan

Episodes

Boost Business Value – Dustin Williamson

4 months ago · 1:08:51

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Sometimes you have to step back and really look at your business the way a buyer would. Dustin Williamson brings that perspective as Managing Director of Houston for vcfo, shaped by his journey from small town West Texas to venture capital in Phoenix, and a variety of turnaround and exit experiences along the way. Key […]

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Building Business Value – John Martinka

4 months ago · 49:46

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John Martinka is all about relationships, whether he’s helping someone buy or sell a business or teaching new advisors about the industry. He believes no one wants to do business without a foundation of trust and mutual respect, and that marketing yourself is just as important as your technical skills. John’s experience—from concert promotion to […]

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Lifestyle vs. Asset Businesses – Saul Cohen

4 months ago · 55:26

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Saul Cohen, drawing from his own entrepreneurial journey and the experience of watching his father navigate building and exiting a business, now specializes in helping business owners plan for successful exits and avoid common pitfalls. His work focuses on making sure entrepreneurs consciously decide whether they’re building a lifestyle business or an asset to sell, […]

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Succession Planning – Tim Smith

4 months ago · 57:28

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Tim Smith started out as a child actor and singer in New York City, then turned to business. He got the investing bug, started building his own wealth management and advisory firms, and over time became the founder of a boutique financial services platform with around 100 advisors and billions under oversight. Along the journey, […]

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Driving Customer Experience – Idan Shpizear

4 months ago · 59:10

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When Idan Shpizear immigrated from Israel, he started out cleaning carpets, quickly realizing that the real value was in genuinely caring for customers going through tough situations, not just fixing the problem at hand. By always looking for ways to add value—listening, being present, and helping homeowners feel calm through emotional disasters—he built a restoration […]

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Cash Flow – MC Laubscher

9 months ago · 47:22

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M.C. Laubscher is a dynamic entrepreneur, investor, and best-selling author dedicated to empowering business owners through innovative wealth strategies. As the founder of Producers Wealth, he enhances financial well-being across the U.S., while his educational platform, Cashflow Ninja, has influenced over 7 million people globally. Renowned for his acclaimed podcasts and publications, M.C. shares valuable […]

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Tax Strategies – Liz Steblay

11 months ago · 56:30

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Liz Steblay has been a wise mentor to thousands of self-employed professionals, helping them realize their dreams of becoming solo entrepreneurs. With decades of experience building her own solopreneur career, including founding a national talent agency that made the Inc. 5000 list of fastest-growing private companies in the U.S. twice, Liz has distilled the formula for […]

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Improving Business Value – Justin Goodbread

11 months ago · 45:28

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Justin Goodbread is a renowned entrepreneur, author, and business coach with over 30 years of experience in scaling and exiting successful businesses. Beginning his entrepreneurial journey at just 15, Justin learned early the transformative power of business ownership and financial independence. His impressive track record includes selling his last business for over $10 million within […]

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Private Equity Practices – Adam Coffey

11 months ago · 1:01:12

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With over 21 years of experience as a CEO, Adam Coffey has led three major companies under private equity sponsors, mastering turnarounds and acquisitions. He’s an author of bestselling books, like The Exit Strategy Playbook, and brings his wealth of experience to his consulting practice, guiding numerous entrepreneurs towards successful exits. Beyond his professional achievements, […]

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Investment Insights – Seth Damski

11 months ago · 51:57

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Seth Damski, the visionary behind Old City Investment Partners, curated an extraordinary event – the “Alpha on the Delta” conference. This wasn’t your run-of-the-mill finance gathering; picture engaging discussions during the day and epic performances by The Rolling Stones at night. Quite a unique experience, right? “So if we’re really doing our job right, you […]

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