The latest episode of THE EXIT Podcast, titled "Building Generational Wealth Through ESOPs," features host Brett Dearing, Certified Exit Planning Advisor and guest David Jasmund, Managing Director at PCE Investment Bank discussing the intricaci

The Most Common Pitfalls to Avoid When Selling Your Business

May 24th, 2024 25m 11s

Welcome to this special edition of THE EXIT Podcast, hosted by Brett Dearing. Today, Brett guides business owners through the crucial preparatory steps and strategies needed for a successful sale of their business. In this episode, Brett unveil

Building The Right Succession Plan For Your Business and Your Family

Mar 11th, 2024 47m 49s

Succession planning is the most commonly used phrase business owners and advisors use when talking about preparing for the transfer of ownership. The harsh reality about succession planning is it's seldomly implemented, discussed amongst busine

Are You Sabotaging The Success of Your Business?

Jan 17th, 2024 38m 53s

This Episode:For those business owners that sometimes find the journey of being an entrepreneur to be lonely and at times full of self doubt, this is a great episode.On this episode, we speak with Mark Taylor, Master Chair of VISTAGE on the i

Navigating Growth: The Blueprint to Building A Successful Growth Plan

Jan 1st, 2024 43m 32s

Planning For Growth in 2024!As you start off the new year, business planning is an imperative process to the overall success of your business. In November of 2023, I presented at the 2023 Business Owner Summit where I was asked to speak to bus

The Importance Of Conducting A Quality of Earnings On Your Business Before You Sell

Mar 6th, 2023 33m

On this episode, Brett Dearing and Corey Massella, Managing Director from UHY-Advisors, discusses the importance of conducting a Quality of Earnings on your business before you sell. The key benefits are:Having a clear understanding of company

The EXIT: CEO Founder Perspective With CEO Founder Greice Murphy

Nov 9th, 2021 47m 41s

On this special edition of The EXIT, hear from our guest, CEO, and Founder, Greice Murphy talk about her journey as a business owner leaving her native country of Brazil at 23 years old and starting one of the fastest-growing healthcare compani

How Cyberattacks Can Impact The Sale Of Your Business

Aug 30th, 2021 46m 15s

Is your business being used as a trojan horse by cyber attackers to attack larger businesses, clients or service providers. On this episode our guest, Deborah Nitka, Manager at CohnReznick will discuss the fundamentals of building a functional

Increasing Net Proceeds Begins Before The Sale

Aug 9th, 2021 38m 34s

Many business owners lose the opportunity to maximize net proceeds from the sale of their business by not following this fundamental rule. On this episode of The EXIT, you will hear from Tom Theurkauf, Partner at Sun Valuation on the importance

How To Build A Successful Private Equity Partnership For Growth

Jul 26th, 2021 51m 44s

Today business owners leave 15% to 25% of their business value on the negotiating table when exiting a business.On this episode of THE EXIT you will hear from Steven Flyer, Partner at AUA Private Equity Partners about what business owners shou

The Importance of Exit Planning: Sobel Interviews Brett Dearing On Business Preparedness

Jun 16th, 2021 17m 25s

Exit Planning for business owners is the first defense to loosing enterprise value heading into a transaction. On this episode, Brad Muniz from Sobel Accounting reverses the tables and interviews Brett Dearing on the importance of preparedness

What Transaction Factors Can Keep You From Selling Your Business

Jun 11th, 2021 10m 46s

Many business owners are approached by interested buyers about the prospects of selling there business. At that moment it is too late to prepare your business for maximum value. In this episode, listen to some of the top transaction or deal kil

Preparing Your Growth Plan For 2021

Dec 21st, 2020 41m 14s

In this podcast, host Brett Dearing and Stephen King, Founder of GrowthForce have an in depth discussion about the mistakes business owners make around growth planning and utilizing Key Performance Indicators (KPI's). They also share real exam

Has The Pandemic Impacted Your Ability To Sell?

Nov 2nd, 2020 48m 52s

2020, to say the least has been one of the most challenging years for business owners. Owners who were thinking about selling in 2019 but waited in the hopes of capturing a higher valuation, negotiate better deal terms or just thought they ha

How to Have The Family Governance Conversation Around Wealth Transfer

Sep 17th, 2020 38m 47s

Listen to this telling discussion with Susan Schoenfeld, CEO and founder of Wealth Legacy Advisors LLC. On this podcast Susan will discuss the challenges business owners face dealing with multi-generational wealth and the tricky conversations a

Top Concerns Business Owners Have About Phase 2 Reopening

Jun 25th, 2020 9m 28s

In this brief overview you will hear about some of the concerns shared by business owners in regards to the Phase 2 re-opening. Insperity surveyed over 3000 of their business owner payroll and benefits clients about what they are concerned abou

Is Your Business Sellable or Attractive to Potential Buyers?

May 29th, 2019 10m 22s

Many business owners run their businesses without an exit in mind. Then when the time comes to sell, they find out the way they've been running their company is not attractive to perspective buyers and if there are interested buyers they will o

Start Off 2018 Understanding How Exit Planning Can Increase The Value Of Your Business

Dec 30th, 2017 12m 27s

Happy 2018! Not sure how Exit Planning can benefit you as an owner or your business. Listen to this brief 16 minute podcast from host, Brett Dearing on how he utilizes his proprietary process and exit planning to unlock the value in your busine

Preparing Your Business For Growth: Finding The Right Financial Partner (Private Equity)

Dec 18th, 2017 42m 55s

On this episode of The-EXIT Podcast listen to Will Dowden, Partner at KLH Capital discuss the importance of finding the right financial partnership to grow your business. Will and Brett Dearing, Certified Exit Planning Advisor will also discuss

The Foundation of Your Exit Strategy Begins With Tax Planning

Nov 18th, 2017 38m 51s

This podcast focuses on understanding the importance of having a sound tax planning foundation before you sell your business. Listen to Deirdre Wheatley-Liss from Porzio, Bromberg & Newman. Listen to Deirdre speak about ensuring you have the pr

Issues Facing Family Owned Businesses with guest: Matthew Kerzner, MA, MS from EisnerAmper

Nov 15th, 2017 23m 23s

Listen to host Brett Dearing, CEPA and experienced professional Matthew Kerzner from EisnerAmper have a candid conversation on the issues surrounding today’s family owned businesses. Matthew will also discuss the process and resources he utiliz

Private Market Cycles: Answering the question, "Is It Still a Good Time To Sell My Business"?

Nov 6th, 2017 2m 45s

This Quick Facts Segment discusses the Private Market Cycle and helping business owners answer the question, is it still a good time to sell my business.

What Do You Say To An Owner When They Ask You, " Why Should I Care About Exit Planning"?

Nov 6th, 2017 1m 46s

This is a quick clip I shared after having a meeting with a business owner who was not interested in Exit Planning and finally aske the question: "Why should I care about Exit Planning"?

Introduction to The-EXIT and the Benefits to Business Owners

Nov 6th, 2016 10m 2s

Welcome to the EXIT Podcast Series. This podcast will offer some key data points and optics around the current business owner climate and the key drivers effecting business owners ability to transition their business. Key Statistics: Exit Pl

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