When and How To Sell Your Business: Expert Insights
Release Date: 09/25/2024
Destination Business Freedom
Pat Mancuso is the CEO of Mancuso Consulting Group and a highly recognized thought leader dedicated to helping CEOs, business owners, and entrepreneurs maximize their potential through coaching and consulting. Having spent over 30 years working with company owners, leaders, and sales teams, Pat has over 25,000 hours of coaching and consulting experience. As a serial entrepreneur who has launched multiple successful companies, Pat understands how to sustainably scale a business. He helps businesses improve their leadership and performance through a proprietary system, RSTMM® — Recruit,...
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Grant Teeple is the Founder and Senior Partner of Teeple Hall, LLP, a full-service commercial law firm. He oversees the firm’s Litigation Group and participates in the Corporate & Transactional Group’s Mergers & Acquisitions Practice Area. Before founding Teeple Hall in 1992, Grant worked as a civil litigation defense attorney and has litigated complex, multi-jurisdictional matters in business litigation, intellectual property disputes, fraud cases, real property disputes, and entitlement matters. He has also handled numerous acquisitions and company sales in sell-side and buy-side...
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Adam Contos is a Partner at Area 15 Ventures, a business investment firm. As the creator of the Leadership Factory, he coaches entrepreneurs to build leaders and grow their businesses. Adam served as the CEO of RE/MAX Holdings, where he oversaw its four brands RE/MAX, LLC, Motto Franchising, LLC, booj, and First. Before joining RE/MAX, he ran a SWAT team as a Lieutenant at the Douglas County Sheriff's Office. In this episode… Some people want to start a business but are overwhelmed to the point of inaction. Yet strategic action offsets overwhelm. How can you propel yourself to move forward...
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Nathaniel (Nate) Dodson, Esq. is a Partner and Principal Attorney at Crowdfunding Lawyers, a securities and investment law firm representing business and real estate syndications and investment opportunities throughout the US. He has represented over $2 billion in real estate and business transactions. Before Crowdfunding Lawyers, Nate was an investment broker and advisor specializing in investment sales, structures, and asset protection. In this episode… Once you’ve learned to work on your business rather than in it, you must consider a long-term growth plan. This may involve a...
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Adam Webb is the Owner and Managing Partner of Quazar, a boutique investment banking firm specializing in M&A services. In his role, he helps privately held businesses in the lower-middle market sell or grow through acquisitions. Adam has led deal teams and negotiated favorable outcomes for clients in dozens of transactions with an aggregate value of hundreds of millions of dollars. Before Quazar, he was the Senior Associate of Risk Management at RSM, where he specialized in helping clients perform internal audits and implement internal controls to maintain compliance. In this episode…...
info_outlineDestination Business Freedom
Pat Mancuso is the CEO of Mancuso Consulting Group and a highly recognized thought leader dedicated to helping CEOs, business owners, and entrepreneurs maximize their potential through coaching and consulting. After over 30 years of working with company owners, leaders, and sales teams, Pat has over 25,000 hours of coaching and consulting experience. As a serial entrepreneur who has launched multiple successful companies, Pat understands how to sustainably scale a business. He helps businesses improve their leadership and performance through a proprietary system, RSTMM® — Recruit, Select,...
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Ivan Polic is the Co-founder of Jumpstart Your Exit, which partners with million-dollar brands to help them grow, scale, and exit their businesses. As a strategic growth specialist, he has acquired, restructured, scaled, and exited small-to-midsize businesses to maximize returns. Having founded his business with his wife Mariana, they have served as advisors to small- and medium-sized businesses and on over 300 board of directors meetings in various industries and economic sectors. In this episode… Many entrepreneurs don’t even consider the possibility of a business exit during the launch...
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Brett Gilliland is the Founder and CEO of Elite Entrepreneurs, a company that helps $1 million business owners scale to $10 million and beyond. Having spent 10 years helping Infusionsoft grow from $7 million in revenue to over $100 million, he is an expert in organizational development, leadership, and strategy. Brett built Elite Entrepreneurs inside Infusionsoft and has helped hundreds of seven-figure business owners achieve new levels of success. In this episode… The $1-3 million phase is perhaps the most pivotal and challenging stage of business as entrepreneurs struggle to separate their...
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Brian Kurtz is the Founder and CEO of Titans Marketing, a direct response marketing educational, coaching, and consulting company. For nearly 40 years, he has employed proprietary direct marketing principles that have allowed him to scale a publishing company to $150 million. As a self-proclaimed serial direct response marketer, Brian has marketed and sold newsletters and books through infomercials, email, and the internet. He is also the author of Overdeliver. In this episode… Exiting your business doesn’t mean you have to sell it immediately. It’s an intricate process requiring years...
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Adi Klevit is the Founder and CEO of Business Success Consulting Group, which identifies, creates, and documents processes to help businesses scale. She has 25 years of experience as a trained industrial engineer, management consultant, and business executive. With this knowledge, Adi helps organizations and companies improve efficiency and performance. In this episode… Do you feel like your business is controlling you rather than the other way around? Thoroughly documented systems and processes can reverse this dynamic, creating a structured environment where efficiency leads to financial...
info_outlineAdam Webb is the Owner and Managing Partner of Quazar, a boutique investment banking firm specializing in M&A services. In his role, he helps privately held businesses in the lower-middle market sell or grow through acquisitions. Adam has led deal teams and negotiated favorable outcomes for clients in dozens of transactions with an aggregate value of hundreds of millions of dollars. Before Quazar, he was the Senior Associate of Risk Management at RSM, where he specialized in helping clients perform internal audits and implement internal controls to maintain compliance.
In this episode…
Most entrepreneurs generating $10-20 million in yearly revenue are so involved in the daily grind of their business that they haven’t even considered an exit. When it’s time to retire, they often discover their company’s value is lower than their targeted range. How can you prepare for an exit while ensuring an ideal sale valuation?
With experience securing M&A deals for lower-middle market companies, Adam Webb often has to break the harsh news that most business owners won’t walk away with $20 million from their transactions. You must consider transaction expenses and deal structures like escrows, equity rolls, where you retain some ownership in the business, and SBA finance deals, where the seller finances the buyer. These structures take time and understanding, so it’s crucial to begin planning your exit at least five years in advance and disclose any outstanding company information to avoid value decreases or deal collapses during due diligence.
Tune in to the latest episode of Destination Business Freedom as Pat Mancuso hosts Adam Webb, the Owner and Managing Partner of Quazar, to talk about optimizing your business for an exit. Adam shares how he determines business value during a transaction, the worst transaction he has ever witnessed, and how to reduce M&A taxes.