Podcasts | Exit Plan - Part 2

Episodes

Overcoming Fears – Cindy Carrillo

12 months ago · 57:22

Listen using your preferred podcast platform.

Cindy Carrillo is a dynamic entrepreneur and coach dedicated to supporting business leaders and entrepreneurs. From founding a pivotal backup care program to helping companies create boutique benefits, Cindy’s career has been marked by a blend of strategic innovation and compassionate leadership. She’s passionate about guiding others through change and transitions, offering a unique immersion […]

Read More

Lean Startups – Adam House

12 months ago · 50:57

Listen using your preferred podcast platform.

Adam House, a serial entrepreneur with seven businesses under his belt, knows the dedication it takes to build a thriving startup, often working 100-hour weeks. He advocates for running lean, believing economic constraints steer clear of poor decisions, and emphasizes the need for solid foundations and strategic vision over merely capital. Adam’s personal journey took […]

Read More

Premium Pricing – Surabhi Shenoy

1 year ago · 1:04:13

Listen using your preferred podcast platform.

Surabhi Shenoy is a CEO Coach who helps ambitious tech founders scale their businesses and increase the value of their business to achieve lasting wealth. Her unique coaching approach blends personal and business transformation, drawing on her own experience as a 2x successful entrepreneur with multiple exits. Surabhi’s journey began in 2005 when she co-founded […]

Read More

From Founder to CEO – Matt Sharrers

1 year ago · 49:40

Listen using your preferred podcast platform.

Former SBI CEO Matt Sharrers, renowned for guiding the firm to consecutive recognitions as one of America’s Most Admired Management Consulting Firms by Forbes, now focuses on empowering CEOs and advising private equity firms. After grooming his successor, he transitioned to coaching leaders through transformative phases. Matt’s latest mission centers on facilitating successful transitions for […]

Read More

Exploring Franchising – Adam Goldman

1 year ago · 47:18

Listen using your preferred podcast platform.

The nation’s top franchise coach and consultant, Adam Goldman, knows that even with well-paying jobs, there is one major problem in Corporate America: you can’t pursue your own dreams while working for someone else. Franchising has allowed Adam, a father of three, to achieve his dreams. Over the past 9 years, Adam has helped hundreds […]

Read More

Balancing Debt and Equity – Brian Parks

1 year ago · 48:28

Listen using your preferred podcast platform.

Brian Parks brings decades of expertise in both financial services and SaaS as the founder and CEO of Bigfoot Capital. Prior to Bigfoot Capital, he has honed his skills in various positions across companies, most notably as the co-founder of Brandfolder. Founded on the principles of stability, support, and partnership, Brian and Bigfoot Capital strive […]

Read More

Avoiding Burnout – Eric Miller

1 year ago · 48:13

Listen using your preferred podcast platform.

Eric Miller understands the complex emotions tied to wealth creation and management, especially for those in service-based businesses. His empathetic approach acknowledges the guilt and shame that can hinder financial success and the importance of overcoming these barriers for growth and sustainability. By guiding business owners to make deliberate financial decisions, he helps them build […]

Read More

Active to Passive Investing – Spencer Hilligoss

1 year ago · 55:05

Listen using your preferred podcast platform.

Spencer Hilligoss is the CEO of Madison Investing – a real estate investment club with bespoke, curated real estate deals. Spencer founded Madison Investing with a singular mission: to help busy, successful professionals invest passively and secure their most valuable asset of all: Time. By partnering with in-market, vetted operators, Madison Investing has $2.3B in […]

Read More

NFT Strategizing – Ryan Duffy

1 year ago · 57:05

Listen using your preferred podcast platform.

Ryan Duffy is a seasoned entrepreneur who effortlessly leverages his extensive background in Hollywood and tech to drive innovation. He started with a small team at Vidme, ultimately cultivating a company philosophy that prioritized careful, methodical growth. Through numerous ventures, including pioneering an early NFT platform and founding the audio course platform Knowable, Ryan has […]

Read More

Wealth Strategy – Matt Rinkey

1 year ago · 50:38

Listen using your preferred podcast platform.

Matt Rinkey is a wealth advisor and certified exit planner who specializes in helping entrepreneurs and real estate investors maximize their business value and achieve their financial goals. With a background in family office, hedge fund, and real estate, Matt brings a wealth of experience to support his clients in building the right strategies for […]

Read More

Get On Dana's Email List

Grab Your Free Copies of Dana's Books

Hear the stories of entrepreneurs from startup to sale and hear from the professionals who helped them achieve their exit.




100% Safe. You'll only receive emails from us.