65. To Scale or Not to Scale with Robert Stephens
The Leader's Table by Diana Murphy
Release Date: 04/24/2023
Exit With Ease, with Janise Graham and Diana Murphy, Part 6- Celebrating at the Finish Line
The Leader's Table by Diana Murphy
In the final installment of the Exit With Ease series in “The Leader’s Table by Diana Murphy” Podcast, Diana and Janise Graham discuss the complex emotional and psychological journey business owners face “at the finish line” as they complete the sale of their business. They emphasize the importance of starting with the end in mind and the transition from business life to personal life. The conversation covers key aspects such as celebrating milestones, managing family dynamics, and the 'baton passing' process. Janise and Diana stress the need for planning, visualizing...
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Exit With Ease, with Janise Graham and Diana Murphy, Part 5 - Understanding Business Valuation in Owner Exits
The Leader's Table by Diana Murphy
In the fifth installment of Exit With Ease, Diana Murphy and Janise Graham dive into the crucial topic of business valuations in the context of owner exits. They explore the emotional and technical aspects of valuation, factors influencing it, and the importance of having an expert advisory team. They also touch on the challenges owners face when confronted with unexpected valuation numbers and emphasize the need for individualized exit strategies. Be sure to listen to Part 6, the conclusion of the Exit With Ease series from “The Leader’s Table by Diana Murphy.” ...
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Exit With Ease with Janise Graham and Diana Muphy, Part 4 - Building Your Dream Exit Team
The Leader's Table by Diana Murphy
In this episode of Exit With Ease, Diana and Janise focus on the critical steps business owners should take when anticipating an exit or sale. They emphasize the importance of assembling a dream team of expert advisors, including attorneys, bankers, CPAs, wealth advisors, and insurance professionals, to navigate the complexities of the process. Through personal anecdotes and practical advice, Janice illustrates the benefits of having the right people in place, fostering efficient decision-making, and safeguarding long-term relationships with existing advisors. Diana and...
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Exit With Ease, with Janise Graham and Diana Murphy, Part 3-Empowering Business Owners with KPIs
The Leader's Table by Diana Murphy
Welcome to Part 3 of Exit With Ease with Janise Graham and Diana Murphy. This conversation covers how KPIs function as a barometer for business health, setting and achieving SMART goals, and maintaining realistic and actionable indicators. Janise emphasizes breaking down large goals into smaller, manageable steps to avoid overwhelm, while Diana highlights the importance of consistent communication and delegation. The episode provides practical insights and encourages owners to view their business data from a place of curiosity and strategic adjustment rather than judgment. ...
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Exit With Ease, with Janise Graham and Diana Murphy, Part 2- Creating Business Legacy and Ease with SOPs
The Leader's Table by Diana Murphy
Exit With Ease, Part 2 features a detailed conversation between Diana Murphy and Janise Graham, author and business strategist, about the importance of Standard Operating Procedures (SOPs) in creating systemic ease for business owners. The hosts discuss transitioning from the emotional elements explored in the first episode to practical business strategies in this episode. Janise emphasizes SOPs as foundational structures for business stability and growth, advocating for a mindset shift among owners to cultivate a systematic approach to running their businesses. The conversation covers...
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Exit With Ease, with Janise Graham and Diana Murphy, Part 1 - Navigating Business Exit With Heart
The Leader's Table by Diana Murphy
Host Diana Murphy introduces a new series within "The Leader's Table by DIana Murphy," guiding business owners through the process of exiting their business, hosted alongside business strategist and author, In this first discussion of six, they cover the importance of approaching exit planning with emotional intelligence and understanding, highlighting the common fears and misconceptions business owners face when considering selling their business. Diana and Janise emphasize the importance of aligning exit strategies with personal values and the emotional aspects of leaving a...
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Introduction to the ‘Exit With Ease’ Series
The Leader's Table by Diana Murphy
Diana Murphy introduces a podcast series, “Exit With Ease with Janise Graham and Diana Murphy,” designed to guide business owners through the emotional and practical challenges of exiting their businesses. Over six episodes, Diana and her guest Janise Graham, author of 'Leaving in Style', provide insights into the mindset shifts and actionable steps necessary for a successful exit. The series also addresses the impact of grief, the new responsibilities that come with selling a business, and the importance of having the right support system. Diana invites listeners to...
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78. Embracing Grief's Lessons, with guest Annabelle Chamberlain
The Leader's Table by Diana Murphy
Annabelle Chamberlain and I had a profound conversation about transforming the way we handle grief. Both of us are from the Life Coach School and we talked about personal experiences and professional insights into managing grief beyond the conventional understanding. Annabelle shared her journey through the grief of losing her father and how it propelled her into specializing in grief coaching, focusing on helping others regain control over their emotions, reconnect with themselves, and enhance their productivity and passion amidst pain. We talked about the societal attitudes towards grief,...
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77. Navigating Bold Moves: From Midlife Crisis to Midlife Click with Kristen Rocco, Bold and Noteworthy Marketing
The Leader's Table by Diana Murphy
Welcome back to "The Leaders Table." I’m your host, Diana Murphy, and today’s episode is truly special. Joining me is the incredible Kristen Rocco, who specializes in bold and noteworthy branding, —a theme that resonates deeply with my own journey into more vulnerable, authentic business practices. Kristen and I first crossed paths at a networking dinner, and it was instantly clear that we shared similar values and experiences. Today, we dive into the concept of the "Midlife Click" versus the midlife crisis. This idea, brought to the table by Kristen, explores how significant life...
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76. The Minimalist Entrepreneur with Anita Henderson
The Leader's Table by Diana Murphy
You do not want to miss the insights and light bulb shares that happened in this conversation with author Anita Henderson. Becoming the Minimalist Entrepreneur: Lessons from My Journey to Work Less, Earn More and Play More is a memoir packed with encouraging insights and great nuggets learned along the way. Dig into this podcast and expect to be encouraged and inspired by new ways of thinking about becoming a minimalist IN your business. As an experienced entrepreneur, Anita shares with us how to focus on what is truly important. This conversation was a powerful reminder of...
info_outlinejust loved my conversation with Robert, we’re colleagues in Atlanta and when I heard his story of scaling and then deciding NOT scale and why, I knew you had to hear the story.
To scale or not to scale? Join us for this vibrant discussion around scaling. Robert as a Financial professional loves helping companies to scale. But is scaling for you? Listen into Roberts story of his own business build and his discernment on knowing whether scaling was for him and his practice and lifestyle.
We are not ALL meant to scale!!! Listen for your own insights as Robert shares his story AND his expertise in scaling.
Nuggets:
- When life hands you ‘bad news’, make sure you listen to your mentors…..they will see the opportunity before you do.
- Slow growth in early business building can take longer than you think, but it doesn’t mean it isn’t working.
- We become translators as trusted advisors, Robert & Diana share their growth in learning to speak to their clients in their language.
- Robert is a translator of numbers for his clients, what is YOUR unique edge?
- Our Culture says growth and scaling is the only way to be successful as a business owner……not always the case.
- Scaling can take you as the owner OUT of your genius & expertise.
- Our businesses are meant to serves us NOT the other way around. We need to buck our corporate culture mentality.
- How saying No to some clients help you to serve your clients better.
This IS a Lifestyle business in the best way ever: With Zoom capability and acceptance Robert has worked remotely from the Grand Canyon, the beach and Colorado. Full work days waking up to amazing locations. Robert’s ‘not scale’ mindset for his own business changed his lifestyle, his profitability and gave him more of a chance to do what he loves. Robert follows the 3 R’s as he builds and makes decisions in his business. Respect, Responsibility and Relationships.
What could he have left out of his business build?
Everyone else’s expectations and business plan!
Robert Stephens is managing partner of CFO Navigator. As a fractional Chief Financial Officer, Robert fills a critical gap for growing privately held businesses and non-profit organizations that do not have the budget or need for a full-time CFO.
Having advised over 75+ organizations during his 30+ year career, Robert strives to bring “Wall Street” worthy financial expertise to local “Main Street” companies by turning his financial insight into their business foresight.
For more information, visit www.cfo-navigator.com.
You can reach him cell phone at 404-642-2688