043-Unlocking the Current Value and Dream Value of Your Business with Jason Early
Scale to Sell
Most business owners don’t realize their business could be worth far more, or far less, than they think. What’s worse? They don’t discover this until it’s too late. In this episode, Steve Burton sits down with Jason Early, founder of RISR, to reveal how business owners can stop guessing and start knowing their business value today and in the future. Steve and Jason discuss: Why your business is likely 80% of your net worth—and still not tracked The real difference between your “current value” and “dream value” The hidden risks quietly dragging down your business’s...
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Ep 042 - How Benchmarking Your Company’s 401(K) Could Optimize Performance – with Mike Tarr
Scale to Sell
What if your company’s 401(k) is quietly draining your employees’ retirement savings, and putting your business at compliance risk? In this episode, Steve Burton sits down with Michael Tarr, Director of 401(k) Maneuver and MEP & PEP Plan Services at Royal Fund Management. Together, they break down why so many company retirement plans underperform and what business owners can do about it. Steve and Michael discuss: Why most 401(k) plans fail employees: lack of guidance, high fees, and poor management The hidden cost of target-date funds and why active management matters What...
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041-Exit Lessons for Business Owners
Scale to Sell
You may feel ready to exit, but is your business truly prepared? In this episode of Scale to Sell, hosts Adam and Steve Burton unpack powerful insights from two exit planning conferences. From valuations to AI to family handoffs, they break down what most owners miss—and how to fix it. Whether you’re five years out or thinking about it now, this episode could reshape your strategy. Steve and Adam discuss: The importance of building an exit-ready business that can run without you (05:00) Why business owners need a realistic valuation and how to use it to plan...
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040- Making Your Business More Profitable by Adding Recurring Revenue
Scale to Sell
What makes recurring revenue the darling of the business world today? In episode 40 of the Scale to Sell podcast, Adam and Steve Burton explore the power of incorporating a recurring revenue model into your business. This episode highlights why recurring revenue businesses, like HVAC and lawn services, are highly valued by private equity firms and competitors alike. Discover how building predictable and stable revenue can ensure long-term business success. These conversations tackle the common hesitations business owners may have and illustrate why you might be more suited for a...
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039-How to Make More Money While Working Less in Your Business
Scale to Sell
Ever wondered how to make more money while spending less time in the business? In this episode, father-son duo Adam and Steve Burton take on the challenge many business owners face: balancing work and life while increasing profitability. Listen in as they uncover the secret to working smarter, not harder. Adam and Steve walk us through: (04:20) The common pitfalls business owners face and how to escape the daily grind (14:45) The necessity of focusing on high-leverage work to boost revenue and growth Strategies for delegating tasks and leveraging technology (24:35) ...
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038-Workplace Financial Education - How to Help Your Teams Win with Money
Scale to Sell
What if boosting your team's financial know-how could also boost your business's success? That's the crux of today's episode, as we explore the power of workplace financial education. Join Steve Burton and guest James Blanton, a specialist in financial education and the brain behind "PemLife," as they uncover why a financially savvy workforce is critical. Learn about the "Personal Economic Model," an engaging tool for educating employees about money management—its colleges are already embracing. Discover how financial literacy can reduce stress and turnover, creating a more stable and...
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037- What’s Next? Life After Selling Your Business (Even If You Aren’t Yet Ready to Exit)
Scale to Sell
Summary: What’s your plan for life after selling your business? Even if you’re not ready to exit, giving this some thought could save you a lot of trouble down the road. Episode 37 of the Scale to Sell podcast with Adam and Steve Burton unpacks what comes after selling a business and why planning for it is crucial. With 70% of business owners feeling unsatisfied a year after selling, it’s vital to prepare not just financially, but personally too. They discuss avoiding the dreaded post-sale unfulfillment and offer insights into creating a fulfilling new chapter of your life. Adam and...
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036- 4 Considerations BEFORE You Do an Internal Transfer of Your Business
Scale to Sell
What does it take to pass down your business to the next generation successfully? Join Adam and Steve Burton on this episode of Scale to Sell as they break down the tricky process of internal business transfers. Whether it's grooming your child to take over the family business or handing it off to a key employee, there's a lot more to consider than you might think. Adam and Steve Burton discuss: (01:45) Finding a qualified and genuinely interested successor (05:32) Ensuring your successor truly desires the role and is prepared for the responsibilities (10:48)...
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035 - Growth by Acquisition with Jeff Snell
Scale to Sell
Summary: What does it take to successfully grow your business through acquisition in a landscape bustling with opportunity? In this episode, Steve Burton and M&A expert Jeff Snell discuss growth through acquisition – one of the swiftest routes to scaling your business. With millions of baby boomers ready to pass on their businesses, now is a prime time for owner-operators to capitalize on this trend. Jeff, a seasoned professional with over two decades in mergers and acquisitions, shares his extensive experience, offering insights into acquiring businesses right, including...
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034 - Top Takeaways for Business Owners from Year 1 of the Podcast
Scale to Sell
Celebrating One Year of Scale to Sell: Key Takeaways for Business Owners (Ep. 34) Summary: What are you missing out on? In this special anniversary episode, Adam and Steve Burton celebrate one year of the Scale to Sell podcast by diving into the critical lessons learned from real business owners. Are you aware that only 20-30% of small businesses successfully sell? Adam and Steve explore the hidden hurdles and share proven strategies to ensure you're not just another statistic. If you're a business owner looking to exit on your terms, this episode is packed with essential...
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Are you looking to strengthen your business mission statement and see a significant impact on growth?
This week on Scale to Sell, Adam Burton chats with Jonathan Sheeley, Executive Consultant at Sheeley Executive Consulting, to explore how the principles of creating a powerful mission statement, often used in nonprofits, can be effectively transferred to for-profit companies.
Jonathan shares his extensive knowledge of strategic leadership and team-building, revealing how a clear mission statement can drive purpose and intentionality in business decisions and daily operations.
Adam and Jonathan discuss:
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The key components of a strong mission statement and how they differ between personal and business contexts
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The importance of having separate mission statements for personal and business goals
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How regularly revisiting and updating your mission statement can aid in effective decision-making
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The impact a well-crafted mission statement has on marketing, operations, and overall business success
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And more!
Resources:
Connect with Our Team:
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Connect with Jonathan Sheeley:
About our Guest:
Jonathan Sheeley has assisted more than 100 leaders in capitalizing on the unique strengths of their companies. He acknowledges the significant responsibility that leadership entails and comprehends the importance of their success. With a decade of experience in strategic leadership and team building, Jonathan coaches leaders to navigate business challenges and maximize their potential. His expertise and guidance have been instrumental in helping many leaders like you to excel.