Banking on Your Business

Maximize Your Business Exit - Turn Your Company into a Top Tier Business with our Insights and Guest Interviews.

Elements Of Entrepreneurship - From Idea To Exit - Mike Meyer - Banking On Your Business Podcast 11/07/2023

Business Strategies For Entrepreneurs, From Idea To Exit - Michael Dongieux Banking On Your Business 11/07/2023

What is Business Exit Planning? - "Pave The Path" Series - Robbie White - Banking On Your Business 11/07/2023

What is Business Exit Planning? - "Pave The Path" Series - Robbie White - Banking On Your Business In this episode of "Banking on Your Business with Jacob Robertson," we kick off Season 2 with an exciting topic – maximizing your business exit. We'd like to express our gratitude for the overwhelming support and feedback we received during Season 1. Our first guest in this new season is Robbie White from Virginia Asset Management, who approaches the exit strategy from a financial planning and wealth management perspective. There's so much valuable information in this interview that we couldn't fit it all into a single episode, so we decided to make this the first part of the conversation. We'll have Robbie back for more insights and strategies in future episodes as part of our "Pave the Path" series. Jacob and Robbie delve into the intricacies of helping business owners make the most out of their exit strategy. They discuss the importance of starting the planning process as early as possible, ideally three to five years before the expected exit date. Robbie emphasizes the significance of aligning personal and financial goals with business strategies and how to build a financial plan that ensures financial security and growth. They also touch on the emotional aspect of exit planning, emphasizing the need to define a clear vision for life after the exit, which goes beyond just finances. The conversation leads to the importance of assessing the business's current value and strategies to maximize it, creating a diversified income stream, and addressing estate planning issues. Looking ahead, future episodes will explore real-life case studies, exit options, preparing your team for a successful exit, and a step-by-step guide to navigate the exit process. Jacob and Robbie aim to provide valuable insights and resources to business owners seeking guidance on maximizing their exit strategy. Stay tuned for more enlightening discussions in Season 2 of "Banking on Your Business with Jacob Robertson." Don't forget to subscribe, like, and share this episode with others who may find it beneficial in their journey to financial independence and a successful business exit. /episode/index/show/15bbfde3-caa1-4ee3-893e-38c773d91b57/id/28543772

Starting, Growing and Selling Your Business - Business Strategies For Entrepreneurs - Claire Herring 10/20/2023

Starting, Growing and Selling Your Business - Business Strategies For Entrepreneurs - Claire Herring Looking for business advice from successful entrepreneurs? Hello everyone, and welcome back to the podcast! We have a fantastic episode today with a special guest, Claire Herring, the founder of Blue Ocean Brain and a former client at Transact Capital. We played a pivotal role in helping her with her successful exit strategy, and she's here to share her incredible journey with us. You won't want to miss this inspiring story! In this episode we dive deep into Claire's entrepreneurial adventure. Claire, originally from Raleigh, North Carolina, has been a Richmond, Virginia resident for 25 years, and her journey is nothing short of remarkable. Claire and her co-founders began their entrepreneurial journey while working at Ernst & Young. They uncovered a significant revenue opportunity for hospitals, eventually realizing it was a multi-billion-dollar opportunity for hospitals across the nation. This brought the team together and sparked their entrepreneurial spirit, and Blue Ocean Brain was later born. Claire's background and interest in cognitive science, along with her team's vision, led them to develop a groundbreaking micro-learning solution for Corporate America. They faced challenges along the way, but their perseverance paid off as they gained market penetration in Fortune 500 companies. The podcast explores their journey from ideation to fruition, highlighting the challenges they faced and the strategies they employed to achieve success. As their business grew rapidly, Claire and her co-founders realized the potential for a significant exit. They share their experience of preparing for the sale, engaging in valuations, and finding the right strategic partner with the help of Transact Capital. Claire emphasizes the importance of focusing on people, revenue streams, and housekeeping tasks within your organization during the preparation phase. She also discusses the emotional aspect of the exit process and how staying involved after the sale can be a rewarding experience. Today, Claire is actively involved in supporting other entrepreneurs through her role on the board of Lighthouse Labs, an accelerator in Richmond, Virginia. She enjoys spending time with her family and is excited about what the future holds. Don't miss this engaging conversation that provides valuable insights for business owners looking to maximize their exit strategy. Thank you for tuning in! /episode/index/show/15bbfde3-caa1-4ee3-893e-38c773d91b57/id/28376705

What's My Business Worth? Business Valuation Insights with Jonathan Brabrand 10/05/2023

Business Strategies To Reduce Healthcare Expenses with Kassi O'Brien 10/05/2023

Banking Solutions for Government Contracting Companies with Paul Covill 10/05/2023

Advanced Treasury Services to Fuel Growth and Mitigate Fraud with Jamal Hasan 10/05/2023

What You Should Think About Before Selling Your Business with Patrick Morin 10/05/2023

Working with an LPO for Business Financing with John Neal 10/05/2023

How to Attract and Retain IT Talent with Mark Morton 10/05/2023

Banking on Your Business

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