The Exit Plan Podcast

Sometimes you have to step back and really look at your business the way a buyer would. Dustin Williamson brings that perspective as Managing Director of Houston for vcfo, shaped by his journey from small town West Texas to venture capital in Phoenix, and a variety of turnaround and exit experiences along the way. Key themes included: 1. Owner fallacies and unrealistic valuation expectations 2. Importance of buyer's perspective in exits 3. Role of fractional CFO in SMBs 4. Turnarounds: value drivers and common pitfalls 5. Company culture's impact on business value 6. De-risking for successful business sales 7. Common deal killers and exit failures — Dustin's Website: www.vcfo.com Dustin's Email: [email protected] Dustin's LinkedIn: https://www.linkedin.com/in/dustinwilliamson/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

When Idan Spizear immigrated from Israel, he started out cleaning carpets, quickly realizing that the real value was in genuinely caring for customers going through tough situations, not just fixing the problem at hand. By always looking for ways to add value—listening, being present, and helping homeowners feel calm through emotional disasters—he built a restoration business that thrives on empathy and human connection. Today, as the founder of 911 Restoration franchise, he focuses on empowering others to grow by making service, innovation, and team accountability the heart of every customer interaction. Key themes included: Customer service as company culture Entrepreneurial origin story and mindset Building accountability within teams Growth challenges for small businesses The role of innovation and experimentation Franchise systems and business scaling Finding fulfillment beyond financial success — Idan's Website: www.911restorationfranchise.com Idan's LinkedIn: https://www.linkedin.com/in/911restoration — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

John Martinka is all about relationships, whether he's helping someone buy or sell a business or teaching new advisors about the industry. He believes no one wants to do business without a foundation of trust and mutual respect, and that marketing yourself is just as important as your technical skills. John's experience—from concert promotion to years of M&A consulting in the Seattle area—taught him that creating authentic relationships, giving back through organizations like Rotary, and helping clients get ready for their "next great adventure" is what makes the work meaningful. Key themes included: 1. Importance of relationship-building in business 2. Preparing businesses for successful exit 3. Owner dependency and management delegation 4. Value drivers for maximizing business sale 5. Financial systems and accurate reporting 6. Role of networking versus prospecting 7. Engaging advisors and consultants effectively — John's Website: https://nokomisadvisory.com/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Saul Cohen, drawing from his own entrepreneurial journey and the experience of watching his father navigate building and exiting a business, now specializes in helping business owners plan for successful exits and avoid common pitfalls. His work focuses on making sure entrepreneurs consciously decide whether they're building a lifestyle business or an asset to sell, and then guiding them through the next steps—whether that's careful tax planning, optimizing for risk, or preparing for acquisitions. Key themes included: Difference: Lifestyle vs. Asset/Legacy businesses Importance of early exit planning Value of execution over ideas Learning from business failures Preparing businesses for acquisition Wealth transfer and acquisition opportunities Emotional aspects of business valuation and exit — Saul's Email: [email protected] Saul's Website: https://profitbooster.scoreapp.com/ Saul's LinkedIn: https://www.linkedin.com/in/cohensaul/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Tim Smith started out as a child actor and singer in New York City, then turned to business. He got the investing bug, started building his own wealth management and advisory firms, and over time became the founder of a boutique financial services platform with around 100 advisors and billions under oversight. Along the journey, he not only helped entrepreneurs prepare for their exit and long-term financial health but also became a real advocate for financial literacy, especially for creatives and the next generation through his "Financial Dad" podcast. Key themes included: Preparing businesses for a potential exit Understanding business valuation and market multiples Challenges and strategies in succession planning Managing wealth post-business sale Emotional aspects of selling a business Importance of tax and charitable planning Entrepreneurial mindset and risk tolerance — Tim's Email: [email protected] Tim's Website: https://www.aurorapw.com Tim's YouTube: https://www.youtube.com/thefinancialdad — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

M.C. Laubscher is a dynamic entrepreneur, investor, and best-selling author dedicated to empowering business owners through innovative wealth strategies. As the founder of Producers Wealth, he enhances financial well-being across the U.S., while his educational platform, Cashflow Ninja, has influenced over 7 million people globally. Renowned for his acclaimed podcasts and publications, M.C. shares valuable insights on financial independence and legacy-building, earning recognition from Entrepreneur Magazine and membership in elite financial circles like the Forbes Finance Council. Check out his webpage dedicated to Exit Plan listeners: www.producerswealth.com/optout Key themes included: Gambling vs. business strategy Importance of savings systems Cash management and banking instability Life insurance as savings vehicle Strategic borrowing against policies Market cycles and business strategy Diversification and cash flow management — MC's Email: [email protected] MC's Website: https://producerswealth.com/ MC's LinkedIn: https://www.linkedin.com/in/mclaubscher/ MC's Facebook: https://www.facebook.com/producerswealth MC's Instagram: https://www.instagram.com/thecashflowninja/ MC's YouTube: https://www.youtube.com/cashflowninja — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

With over 25 years of experience in electrical engineering, physics, and sales, Mike has tapped into the unique insights of how technology and process can revolutionize sales strategy. As CEO of Patter AI, he continues to champion these revolutionary tech-driven strategies that supercharge strategic sales and has been instrumental in the extraordinary growth of several high profile companies. These methodologies are now detailed further in 'Sales Sucks', his newest book, co-authored by friend and colleague Gregg Murphy. Key themes included: Entrepreneurial Lessons Sales Process Development Mixed Sales Methods Patter AI Platform Scaling with Technology Sales Team Training Financial Best Practices — Mike's Email: [email protected] Mike's Website: www.salessucksbook.com Mike's LinkedIn: https://www.linkedin.com/in/mikelatch/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Liz Steblay has been a wise mentor to thousands of self-employed professionals, helping them realize their dreams of becoming solo entrepreneurs. With decades of experience building her own solopreneur career, including founding a national talent agency that made the Inc. 5000 list of fastest-growing private companies in the U.S. twice, Liz has distilled the formula for solopreneur success down to six essential keys. As the bestselling author of Succeeding as a Solopreneur, published in partnership with Inc. Magazine in March, Liz explains how these keys are crucial for overcoming FUD—fear, uncertainty, and doubt—and paving the way for long-term success. Key themes included: Retainer Pricing and Client Trust Building Wealth Through Tax Reduction Solopreneurship to Entrepreneurship Transition Networking and Business Development Financial Management for Solopreneurs Overcoming Fear and Uncertainty Effective Pricing Strategies — Liz's Website: www.sixkeys.info Liz's LinkedIn: https://www.linkedin.com/in/independentconsulting/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Justin Goodbread is a renowned entrepreneur, author, and business coach with over 30 years of experience in scaling and exiting successful businesses. Beginning his entrepreneurial journey at just 15, Justin learned early the transformative power of business ownership and financial independence. His impressive track record includes selling his last business for over $10 million within just 49 months, marking him as a top-tier expert in the business community. Justin's expertise is particularly valuable for seasoned business owners, especially those in service industries with annual revenues exceeding $500,000. He excels in helping these entrepreneurs break through growth barriers and prepare for lucrative exits. His strategic guidance focuses on enhancing business value and making companies appealing to potential buyers. Justin addresses critical issues like feeling trapped in one's business and navigating transitions, offering actionable solutions for accelerated growth and successful exits. Key themes included: Business Transaction Trends Exit Strategy Planning Hiring Challenges Documentation and Systems Business Value Improvement Entrepreneurial Transition Coaching and Mentorship — Justin's Website: https://www.justingoodbread.com/ Justin's LinkedIn: https://www.linkedin.com/in/justingoodbread/ Justin's X: https://x.com/justingoodbread Justin's YouTube: https://www.youtube.com/@justingoodbread Justin's Instagram: https://www.instagram.com/justingoodbread/ Justin's Facebook: https://web.facebook.com/justingoodbread — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

With over 21 years of experience as a CEO, Adam Coffey has led three major companies under private equity sponsors, mastering turnarounds and acquisitions. He's an author of bestselling books, like The Exit Strategy Playbook, and brings his wealth of experience to his consulting practice, guiding numerous entrepreneurs towards successful exits. Beyond his professional achievements, Adam cherishes personal growth and work-life balance, offering invaluable advice on building strong company cultures and meaningful connections. "My worst payday ever in the world of private Equity was a 2x multiple of invested capital. However, my best payday ever was 11 times multiple of invested capital." Key themes included: Private Equity Practices: Buying and selling companies. Business Integration: Aggregating smaller companies. Entrepreneurial Growth: Buy-and-build model. M&A Strategy: Multiple arbitrage and due diligence. Private Equity Dynamics: Investment periods and paydays. Continuous Learning: Personal and professional development. Company Culture: Attracting and retaining talent. — Adam's Website: http://www.ceoadvisoryguru.com/ Adam's LinkedIn: http://www.linkedin.com/in/adamecoffey/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Seth Damski, the visionary behind Old City Investment Partners, curated an extraordinary event – the "Alpha on the Delta" conference. This wasn't your run-of-the-mill finance gathering; picture engaging discussions during the day and epic performances by The Rolling Stones at night. Quite a unique experience, right? "So if we're really doing our job right, you know, we've gotten to know our investors, you know, really well. Often over the course of years, if not decades." Key themes included: Effective fund manager attributes Importance of due diligence Seth Damski's career journey Old City's investment strategy Role of placement agents Investor-manager relationship building Alpha on the Delta conference — Seth's Website: www.alphaonthedelta.com Seth's LinkedIn: https://www.linkedin.com/in/seth-damski-6833b11/ Old City Investment Partners: https://www.linkedin.com/company/old-city-investment-partners/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Cindy Carrillo is a dynamic entrepreneur and coach dedicated to supporting business leaders and entrepreneurs. From founding a pivotal backup care program to helping companies create boutique benefits, Cindy's career has been marked by a blend of strategic innovation and compassionate leadership. She's passionate about guiding others through change and transitions, offering a unique immersion coaching experience on her picturesque ranch in Colorado. Her book, "Finding Your Next," delves into overcoming blockers to change and thriving personally and professionally. "...one that keeps us the most from changing, and that's our willingness to settle because we're fearful of the unknown, we're fearful of failure." Key themes included: Scaling Challenges in Consulting Firms. Transition from Personal Consultancy to Company Growth. Fear of the Unknown and Failure. Importance of Complementary Teams. Leadership and Strategic Thinking. Entrepreneurial Mindset and Business Growth. Work-Life Balance Solutions for Employees. — Cindy's Website: https://www.findingyournxt.com/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Adam House, a serial entrepreneur with seven businesses under his belt, knows the dedication it takes to build a thriving startup, often working 100-hour weeks. He advocates for running lean, believing economic constraints steer clear of poor decisions, and emphasizes the need for solid foundations and strategic vision over merely capital. Adam's personal journey took him from a successful exit at age 32 to fulfilling a lifelong dream in semi-pro basketball, only to return to business with renewed vigor and an eye on innovation in healthcare analytics. His philosophy encompasses the power of vision, the importance of relationships, and learning through doing, ensuring that progress and action are central to any entrepreneurial endeavor. Key themes included: Importance of Action and Progress Vision Over Capital in Business Critique of "Finding Your Why" Balancing Faith and Fear Mentorship and Advisory Significance Self-Leadership and Role Understanding Testing, Failing, Learning, Iterating — Website: https://www.houseofbricks.io/ LinkedIn: https://www.linkedin.com/in/adamhousesr/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Surabhi Shenoy is a CEO Coach who helps ambitious tech founders scale their businesses and increase the value of their business to achieve lasting wealth. Her unique coaching approach blends personal and business transformation, drawing on her own experience as a 2x successful entrepreneur with multiple exits. Surabhi's journey began in 2005 when she co-founded Tejora Technologies with her husband, Nitin. After his passing in 2017, she took full control of the business during a period of intense personal and professional challenges. Despite the odds, she led Tejora to growth and a successful exit in early 2022. Through her experiences, Surabhi developed the CEO Mastery framework. This system empowers founders by focusing on vision, strategy, mindset, and skillset, while also optimizing their business for growth through strategic offers, financial management, and efficient operations. Key themes included: Premium Pricing Strategy Productizing Services for Scalability Value Creation Over Cost Competition Importance of Mentorship Data-Driven Decision Making Business Skill Development Operational Efficiency and Cost Control — Website: www.surabhishenoy.com LinkedIn: https://www.linkedin.com/in/surabhi-shenoy-ceo-coach/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Former SBI CEO Matt Sharrers, renowned for guiding the firm to consecutive recognitions as one of America's Most Admired Management Consulting Firms by Forbes, now focuses on empowering CEOs and advising private equity firms. After grooming his successor, he transitioned to coaching leaders through transformative phases. Matt's latest mission centers on facilitating successful transitions for founder CEOs and accelerating scale for second CEOs, articulated in his impactful book, "The Second CEO: Accelerating Scale When Following the Founder." As a Second CEO who followed a founder, Matt brings unique insight, having not only witnessed these dynamics through his coaching and board work but also having lived through them firsthand. With a career spanning three decades, Matt's expertise, honed through roles as an athlete, F500 executive, and CEO of a PE-backed company, underscores his commitment to enabling extraordinary results in a domain ripe with opportunity. Motivated by impact rather than monetary gain, Matt seeks to inspire and effect profound change through his writing and consulting endeavors. Key themes included: Succession Planning: Founder to Professional CEO Self-awareness and humility in leadership Structured sales and management systems CEO and team transition requirements Nostalgia and ego management Revenue as a business value driver Role of private equity firms — Website: www.etjadvisory.com LinkedIn: https://www.linkedin.com/in/mattsharrers/ Email: [email protected] — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

The nation's top franchise coach and consultant, Adam Goldman, knows that even with well-paying jobs, there is one major problem in Corporate America: you can't pursue your own dreams while working for someone else. Franchising has allowed Adam, a father of three, to achieve his dreams. Over the past 9 years, Adam has helped hundreds of people to change their lives through franchise business ownership. He helps others find the right franchise for them and goes on to match them with the right opportunity in their area. Key themes included: Challenges in First Business Year Importance of Franchise Model Adherence Semi-Absentee Franchise Ownership Leveraging Family in Franchising Financing and Investment Considerations Role of Franchise Coaches Service Business Opportunities — Website: https://www.franchiseadam.com LinkedIn: https://www.linkedin.com/in/adamgoldmanfranchise/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Brian Parks brings decades of expertise in both financial services and SaaS as the founder and CEO of Bigfoot Capital. Prior to Bigfoot Capital, he has honed his skills in various positions across companies, most notably as the co-founder of Brandfolder. Founded on the principles of stability, support, and partnership, Brian and Bigfoot Capital strive to be a lifeline for SaaS companies, improving their operational health to empower and drive growth. As a founder himself, Brian taps into his own experiences of growth, struggle, and resiliency to guide founders on a path of autonomy in how their companies achieve success. Key themes included: Balancing tech development and demand Pragmatic product development approach Horizontal vs. vertical market challenges Raising equity vs. debt funding Lending criteria and strategic borrowing Iterative learning and business success Persistence in driving revenue growth — Website: https://www.bigfootcap.com Newsletter: https://www.bigfootcapital.substack.com LinkedIn: https://www.linkedin.com/in/parksbrian/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Eric Miller understands the complex emotions tied to wealth creation and management, especially for those in service-based businesses. His empathetic approach acknowledges the guilt and shame that can hinder financial success and the importance of overcoming these barriers for growth and sustainability. By guiding business owners to make deliberate financial decisions, he helps them build and preserve their wealth effectively. Eric's strategies emphasize proper compensation, investment in growth, and avoiding burnout, ensuring business owners thrive both emotionally and financially. "There comes a point, I think, in any business where you got to make a decision, am I going to treat this thing as something that has the ability to expand in value? ... because in this universe, you are never going sideways, either going up or you're going down." Key themes included: Guilt and Shame in Wealth Decision-Making and Financial Impact Business Growth and Expansion Burnout Challenges and Prevention Business Exit Strategy and Preparation Proper Owner Compensation and Wealth Management Investment Caution Post-Business Sale — Website: https://econologicsfinancialadvisors.com/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Spencer Hilligoss is the CEO of Madison Investing - a real estate investment club with bespoke, curated real estate deals. Spencer founded Madison Investing with a singular mission: to help busy, successful professionals invest passively and secure their most valuable asset of all: Time. By partnering with in-market, vetted operators, Madison Investing has $2.3B in acquisitions, with over 20,000 units. Investors now have access to cash-flowing private real estate syndications and funds, allowing them to enjoy passive returns as these businesses thrive. Before starting Madison Investing, Spencer was what some consider a "corporate junkie", growing operations and sales teams in 5 high growth Fintech companies, over the span of 13 years. In 2019, five months before the pandemic, Spencer broke free from the golden handcuffs to give full focus on serving his investment group and growing Madison Investing. Now, as a full-time investor and entrepreneur, he can spend more time with his family and hone his skills on the electric guitar. He is a registered member of FINRA and a member of the Forbes 2022 Real Estate Council. "It takes a team of people and immense amounts of capital to go and buy these big buildings, improve them, and hold them for long periods of time at a profit." Key themes included: Investment Goals Consistent income vs. capital growth Networking Building long-term relationships Real Estate Strategies Acquiring and managing properties Financial Benefits Property improvements and exits Market Timing Impact on investment outcomes Due Diligence Vetting teams and deals Passion and Transition From tech to real estate — Website: http://www.madisoninvesting.com/ Email: [email protected] Phone: 415.290.0328 LinkedIn: https://www.linkedin.com/in/shilligoss/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Ryan Duffy is a seasoned entrepreneur who effortlessly leverages his extensive background in Hollywood and tech to drive innovation. He started with a small team at Vidme, ultimately cultivating a company philosophy that prioritized careful, methodical growth. Through numerous ventures, including pioneering an early NFT platform and founding the audio course platform Knowable, Ryan has faced and overcome countless challenges. Now at Medium, he continues to draw from his rich experience to navigate the creator economy with his latest venture, Stack. "One of the hardest things I've ever had to do professionally...trying to explain what an NFT is. And if you think about it, it's like, it's digital, but, like, you own it." Key themes included: Early NFT Platform Struggles Knowable's Audio Course Challenges Pandemic's Impact on E-learning Vidme's Monetization and Infrastructure Issues Transition to Medium Leveraging Career Skills and Experience New Venture Focused on Creator Economy — Website: www.duffy.work Contact: https://duffy.work/contact-form LinkedIn: https://www.linkedin.com/in/ryanpatrickduffy/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Matt Rinkey is a wealth advisor and certified exit planner who specializes in helping entrepreneurs and real estate investors maximize their business value and achieve their financial goals. With a background in family office, hedge fund, and real estate, Matt brings a wealth of experience to support his clients in building the right strategies for wealth creation and life aspirations. Through his boutique team's comprehensive approach and flat fee model, Matt serves as a valuable resource for entrepreneurs, providing guidance on day-to-day financial questions and major life-altering events. His expertise focuses on integrating personal and business planning, exit planning, and creating customized investment checklists to help clients prioritize their business growth and avoid common pitfalls. "So how do we make them better as investors? And that's just not by, hey, send your money here." Key themes included: 1. Gaining expertise from clients and members 2. Entrepreneurial strategies for tax planning 3. Evaluating financial team and wealth creation 4. Exit planning and maximizing business value 5. Investing based on core values, checklist 6. Integrating personal aspirations with business goals 7. Importance of early planning for entrepreneurs — Website: http://www.illuminationwealth.com/ Contact: [email protected] LinkedIn: https://www.linkedin.com/in/mattrinkey/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Lee is a value creation expert, a skill not commonly discussed when it comes to scaling and preparing for exits. I know you listeners would love to hear about his practical tools and insights on this. Lee is also a 2x bestselling author with over 30 years of experience in the business world and currently the CEO of Execute to Win. He has founded and led seven companies, including Able Aerospace, which he grew from two to 500 employees and 2,000 customers in 60 countries culminating in a 9-figure exit in 2016. "How would you like to create value in the world?" Key themes included: 1. Value creation as the key business focus 2. Importance of aligning business model and strategy 3. Benson's methodology applicable to all business sizes 4. Benson's entrepreneurial journey 5. Simplicity and focus in business growth frameworks 6. Criticisms of higher education's lack of practicality 7. Fostering value creation mindset in youth — Website: www.etw.com Contact: [email protected] LinkedIn: https://www.linkedin.com/in/lee-benson-5b6101/ X: https://twitter.com/executetowin?lang=en-GB — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Brad Baldridge is a financial advisor specializing in college planning, helping families navigate the complex landscape of college costs and financial aid. With a background in engineering, Brad transitioned into financial advising and found his niche in assisting clients with the increasingly challenging task of managing college expenses. He emphasizes the importance of individualized approaches to college planning, considering each student's unique needs, abilities, and career aspirations. Brad's expertise extends beyond college planning to comprehensive financial portfolio management, offering a holistic approach to financial advising for his clients. "If you take a $60,000 school and you get 35,000 of scholarships and you're down to 25, that's about where the state school probably is going to be. Either way, you still have to pay 30,000. So that's the next step, right, is how do we pay that efficiently?" Key themes included: 1. Financial planning strategies for businesses and families 2. Multiple paths to success beyond college 3. Complex situations require early, specialized planning 4. Entrepreneurial lessons from "The King's Fly Swatter" 5. College costs, aid, and efficient payment options 6. Financial aid challenges for entrepreneurs' income assessment 7. Importance of specialized advisors for college planning — Website: www.tamingthehighcostofcollege.com Contact: https://tamingthehighcostofcollege.com/contact/ LinkedIn: https://www.linkedin.com/in/bradbaldridge/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Tommy Vincent is a dynamic entrepreneur with a rich background in sales, technology, and mental health businesses. Passionate about finance, his latest venture, Hub Analytics, focuses on automating repetitive accounting tasks and enhancing financial management for small businesses. By prioritizing customer feedback and maintaining a lean approach, Tommy aims to guide entrepreneurs in exit planning and achieving their financial goals. His journey from successful exits to innovative startups underscores the high-risk, high-reward nature of entrepreneurship, inspiring others with his commitment to long-term success. Key themes included: 1. Customer-Centric Approach 2. Entrepreneurship Journey and Insights 3. Financial Reporting and Accuracy 4. Importance of Strong Networks 5. Long-term Success Planning 6. Automating Accounting Tasks with AI 7. Exit Planning and Succession — Website: https://hub-analytics.com/ Email: [email protected] LinkedIn: https://www.linkedin.com/company/hub-analytics-software/?viewAsMember=true Facebook: https://www.facebook.com/profile.php?id=61554597001535 Instagram: https://www.instagram.com/hub.analytics/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Michael Frew worked for two decades as an engineer, developer, and software architect on hundreds of consulting engagements with corporations, including Lockheed Martin's Artificial Intelligence Labs, IBM, Microsoft, Amazon, Salesforce, and FireEye/Mandiant. He received his B.S. and MBA in Business and Economics while studying in China, Hong Kong, and The Netherlands, as well as several post-graduate information security certifications. Following his corporate career, Michael pivoted to Acquisition Entrepreneurship, acquiring software/SaaS companies and using his boot-strapped funds to purchase multiple 6 and 7-figure businesses from brokers such as Empire Flippers, FE International, and Quiet Light Brokerage. Currently, Michael manages a growing 8-figure portfolio of cloud-based software companies, collectively generating a 7-figure pre-tax income annually. Michael's insights on digital business acquisitions and operations have been featured in dozens of media outlets like FE International, Indie Hackers, and Empire Flippers. Key themes included: 1. Business Lifecycle Understanding in SaaS 2. Financial Literacy in M&A 3. Small to Large Acquisition Journey 4. Importance of CPA in Acquisitions 5. Challenges in Accounting Reconciliation 6. Seller-Buyer Relationship Importance 7. Diverse Team for Scaling Businesses — Website: www.michaelfrew.com/ Email: [email protected] LinkedIn: https://www.linkedin.com/in/michaelfrew/ YouTube: https://www.youtube.com/@michaelfrew X: https://twitter.com/point_of_frew Instagram: https://www.instagram.com/point_of_frew/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Joining us is Dr. Mark Stiving, a passionate advocate for empowering B2B organizations to win more business at higher prices by unlocking the secrets of their buyers' minds. As a published author, beloved professor, and sought-after speaker, Mark shares invaluable insights on how to strategically price, package, and sell products based on the value they deliver. With a wealth of experience working with organizations of all sizes, he brings practical tools and simple concepts to help businesses understand the value they bring and get paid accordingly. Get ready for a conversation with actionable strategies for achieving better pricing and profitability. For over 25 years, Dr. Mark Stiving has been a guiding force for private equity firms and SMB organizations, unlocking the path to increased profits through strategic pricing, packaging, communication, and value-driven sales. Holding a Ph.D. in pricing from U.C. Berkeley, he authored three influential books: "Impact Pricing - Your Blueprint for Driving Profits," "Win Keep Grow - How to Price and Package to Accelerate Your Subscription Business," and "Selling Value - How to Win More Deals at Higher Prices." Mark's diverse career spans pricing, marketing, product management, and private equity dynamics, offering a unique perspective for companies of all sizes and stages. His deep knowledge of buyer behavior informs his understanding, empowering businesses across industries to deliver invincible profits. With a wealth of experience, Mark continues to assist organizations in comprehending their value propositions and securing equitable compensation through practical tools and concepts. Key themes included: 1. Articulating customer value and pricing. 2. Solving customer problems effectively. 3. Value table exercise components. 4. Price segmentation and strategies. 5. Market segmentation understanding. 6. Raising prices with confidence. 7. "Will I" decision importance. — Website: www.impactpricing.com/ Email: [email protected]/ LinkedIn: https://www.linkedin.com/in/stiving/ YouTube: https://www.youtube.com/channel/UCKnZPFHa_GIDSKlHv_jdYgQ Podcast: https://podcasts.apple.com/us/podcast/impact-pricing/id1449435549 Blog: https://impactpricing.com/blog/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Jonathan Baker heads up the M&A practice at Punctuation, a small advisory practice working exclusively with small to mid-sized independent marketing services firms. He has worked on dozens of deals both inside and outside the industry and brings a unique perspective as a fellow owner who has gone through the process himself. He graduated from Emory University's Goizueta Business School in 2005. His career began at a small boutique marketing strategy consultancy. There, he was able to do marketing strategy and positioning work for many well-known Fortune 500 CPG companies. In 2011, he left to start a craft brewery, Monday Night Brewing, where his focus was on marketing, sales, and taprooms. After helping his business partners grow to 180+ employees and numerous locations, Jonathan stepped away from the day-to-day to head up the M&A practice at Punctuation. Key themes included: 1. Importance of firm positioning and expertise 2. Recurring revenue for business stability 3. Business development processes and financial expertise 4. Emotional toll of M&A process 5. Early preparation for business sale 6. Role of intermediaries in M&A 7. Transparent and fair negotiation strategies — Website: www.puntuation.com/ Email: [email protected] On LinkedIn: www.linkedin.com/jonathandavidbaker/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Jenna Biancavilla is an award-winning entrepreneur, wealth advisor, and captivating public speaker whose life mission is to positively impact others. As the Founder and CEO of Pearl Capital Management, a holistic, fee-only fiduciary financial planning firm, she advises on over $180 Million of assets under management. At the core of her work, Jenna is relentless in supporting, educating, and uncompromisingly helping every client align their use of capital with their personal goals and philanthropic values. Jenna also leads the Arcadia Team of Geneva Financial, a home loan company, showcasing her versatility and expertise in different facets of the financial industry. In her newest venture, Svvy, co-founded by her and her sister, Jenna aims to revolutionize the financial services industry by creating a platform that weeds out predatory salespeople and protects women and their wealth. Jenna Biancavilla's story is a testament to the impact one individual can make in the financial world and beyond. Her dedication to her clients, her advocacy for women's financial empowerment, and her philanthropic endeavors exemplify her as a true force for positive change. Through her expertise, passion, and commitment, Jenna continues to leave a lasting mark, uplifting lives and creating a more equitable and prosperous future for all. Key themes included: 1. Exit Planning: Early Preparation Importance 2. Professional Advice: 6-12 Months Prior 3. Financial Diversification: Securing Personal Finances 4. Identity Separation: Business vs. Personal 5. Imposter Syndrome: Growth and Overcoming 6. Advanced Financial Literacy Course 7. Tax Planning: Proactive Strategies — Website: www.pearlcapitalmanagement.com or www.besvvy.com On LinkedIn: www.linkedin.com/in/jennabiancavilla/ On Instagram: www.instagram.com/jennabiancavilla/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Phillip Cooper has nearly three decades of experience in investment banking, commercial banking, and corporate leadership. He has worked with clients in the industrial, manufacturing, business services, oil and gas, restaurants, communications, transportation/airline, consumer/retail, and aerospace and defense sectors. He's seen market fluctuations impact deal volumes and business valuations and knows how to prepare owners for smooth transitions and successful sales. Through his work at Palm Tree LLC, Phillip specializes in providing sell-side M&A services, debt proposals, and consulting, emphasizing transparency and reliability at every step. "You should run your business from day one, like, you're going to sell it the next day." Key themes included: 1. Business Valuation and Market Impact 2. Challenges of Failed Deals 3. Financial Reporting and Due Diligence 4. Importance of Trust in Transactions 5. Deal Structure and Valuation Gaps 6. Seller Preparedness and Exit Planning 7. Role of Investment Bankers — Website: www.palmtreellc.com On LinkedIn: https://www.linkedin.com/in/phillip-cooper-43a1908/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Jason Somerville is a seasoned entrepreneur and investment banking professional with nearly 20 years of experience in capital markets, M&A, strategic planning, business operations, and brand building. He is the Founding Partner of GW Partners. "I want to let the next owner do that. And I'm happy to kind of, we'll say, leave meat on that bone effectively for that new owner to go and do that." Key themes included: 1. Market Understanding and Strategy 2. Importance of Mentorship 3. Benefits of Franchise Models 4. Strategic Partnerships and Joint Ventures 5. Financial Efficiency and Growth 6. Utilizing SaaS and ERP Technologies 7. Preparing Business for Exit Strategies — Website: www.gw.partners/ On LinkedIn: https://www.linkedin.com/in/jason-somerville-7273b71a/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ Subscribe to Dana's weekly newsletter at https://www.danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Alex Prasad emphasizes the importance of enjoying conversations and forming relationships in business dealings. He believes that genuine interactions, like asking about someone's holiday or family, pave the way for deeper connections. Through these conversations, Alex finds numerous opportunities to help people, connect them with others, and share his opinions in an organic manner. This approach not only facilitates business discussions but also nurtures lasting professional relationships. "I stepped off the moving walkway without a plan. Didn't go well, by the way, but I took a risk, and I saved at least something, so that wasn't devastating." Key themes included: 1. Importance of business relationships 2. Selecting the right attorney 3. Entrepreneurship by acquisition benefits 4. Risks and communication in deals 5. Aligning incentives in transactions 6. Practical experience in legal practice 7. Emphasizing leverage over technical skills — Alex's Email: Aprasadagislaw.com On LinkedIn: https://www.linkedin.com/in/alexprasad/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: @danarobinsonofficial Subscribe to Dana's weekly newsletter at danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Chris Kurwie, driven by a profound entrepreneurial spirit, ventured from a demanding legal career to become a prominent business owner. Drawing from his own challenging journey, Chris underscores the value of resilience and long-term thinking in business. He is the operational head of a Sydney-based company and is passionate about helping entrepreneurs maximize the value of their businesses. Connect with Chris on LinkedIn and benefit from his insights on navigating business exits and creating enduring success. "I hadn't appreciated that for every extra unit of complexity in the strategy you had like ten units of complexity when it comes to actually operating the business and doing the work." Key themes included: 1. Selling a Business Challenges 2. Long-term Business Value Creation 3. Recurring Revenue Significance 4. Preparedness for Business Exits 5. Entrepreneurial Resilience and Learning 6. Importance of Correct Market Targeting 7. Transition from Law to Entrepreneurship — Chris's Website: www.bizmahq.com On LinkedIn: https://www.linkedin.com/in/kurwie/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: @danarobinsonofficial Subscribe to Dana's weekly newsletter at danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Reid Tileston is an author, keynote speaker and expert in Entrepreneurial Business Ownership. With the release of his new book, Grit It Done, Reid shares his insights from over 15 years of successful, on-the-ground Entrepreneurial Business Ownership that led him to acquire, grow, and ultimately sell 4 different companies with successful exits. His most recent acquisition resulted in a 10x return multiple of invested capital (MOIC). Reid has exhibited sustained success from being a top performing Anytime Fitness franchisee to working with leading brands such as Harley Davidson, The Milwaukee Bucks, John Deere, Tough Mudder, Master Lock and Microsoft. Additionally, he has been featured in publications including The Wall Street Journal and Crain's. "I want people to proactively choose either to do it or not to do it so that they can get all in to whatever makes the most sense for them." Key themes included: 1. Business acquisition vs. startup benefits 2. Financial advantages of business buying 3. Financing accessibility like SBA loans 4. Entrepreneurial journey and personal control 5. Small businesses' economic contribution 6. Knowledge and resource investment importance 7. Relationship-building for business success — Discounted Pre-Order: www.grititdone.com Reid's Website: www.reidtileston.com On LinkedIn: https://www.linkedin.com/in/reidtileston/ On Twitter: https://twitter.com/reidtileston — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: @danarobinsonofficial Subscribe to Dana's weekly newsletter at danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Chris Parisi began his entrepreneurial journey young, mowing lawns before diving into the worlds of accounting and private equity. Now a partner at Carl Marks Advisors, he specializes in mergers and acquisitions for family-owned businesses, blending a sharp acumen for finance with a deep respect for the legacy of family enterprises. Known for his approachable nature and effective communication, Chris thrives on educating and guiding business owners through the complexities of selling their businesses. His ability to simplify intricate financial details and nurture client relationships ensures that every transaction is transparent and tailored to meet individual business goals. "...they've been the smartest guy in the room... And they get into this process and all of a sudden they're not. And it's my job to make sure that...they fully understand every step in this process." Key themes included: 1. Structuring private equity buyouts and partnerships. 2. Evolution and perception of private equity firms. 3. Importance of efficient business operations. 4. Role of advisors in complex transactions. 5. Selling and evaluating family-owned businesses. 6. Adjusting business financials before selling. 7. Impact of price adjustments on earnings. — Email Chris: [email protected] On LinkedIn at https://www.linkedin.com/in/cfparisi/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: @danarobinsonofficial Subscribe to Dana's weekly newsletter at danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

RJ Burr, 48, is a third-generation producer of American oil. Born into the industry, Mr. Burr was on his first location before he could walk and has been fascinated by the production of oil his entire life. Within 3 months of graduating high school, RJ Burr funded his first partnership and never looked back. RJ Burr is now the Senior VP of Corporate Operations at Panex. With a main focus on the Gulf Coast, Mr. Burr's companies have raised and deployed over $300 million in upstream development and have partnered with some of the largest oil and gas companies, namely Shell, BP, and Marathon, to develop several million barrels in reserves. "I think, no, we're not perfect. We've made mistakes. But by God, we're the only country in the history of the world that has tried to fix our mistakes, and we paid dearly for it." Key themes included: 1. Challenges of transitioning to green energy 2. Free market influence on energy adoption 3. Oil industry dynamics and economic impact 4. Environmental implications of oil vs. green energy 5. Importance of entrepreneurial mindset in business 6. Tax benefits and incentives for oil investments 7. American oil companies' role in the global market — Follow RJ's website: https://www.panex.us/ On LinkedIn at https://www.linkedin.com/in/rj-burr-06a609162 — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: @danarobinsonofficial Subscribe to Dana's weekly newsletter at danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Alan Ezeir is a serial entrepreneur with a track record of identifying unique opportunities and transforming industries, evident in his pivot from telecom to the domain registration space. His entrepreneurial journey is marked by a spectrum of investments, from the successful build-up of a 7 million strong domain registry to ventures in cryptocurrency, real estate, and private equity. As an independent sponsor, Ezeir harnesses personal connections and market knowledge to acquire and enhance businesses, bringing a hands-on approach to the value creation process. Beloved for his engaging personality and savvy investment strategies, Alan continues to foster meaningful connections, always on the lookout for innovative ways to grow and enjoy the entrepreneurial journey. "For the uninitiated, private equity is a term that could mean a lot, but we generally use it as a code word for when someone who puts a deal together, usually referred to as a sponsor, matches the capital needed to acquire that business with some other resources and acquires a business and then does something to professionalize and improve that business." Key themes included: 1. Transition to domain registration industry 2. Diversification into cryptocurrencies and real estate 3. Private equity and independent sponsors 4. Acquiring and improving businesses strategy 5. Evaluation of business acquisition opportunities 6. Challenges of independent sponsorship 7. The importance of enjoying the journey — Follow Alan's website: www.circlesquarecap.com On LinkedIn at https://www.linkedin.com/in/ezeir/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: @danarobinsonofficial Subscribe to Dana's weekly newsletter at danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Ryan Sandburg is a seasoned entrepreneur with a keen insight into operational efficiency and business growth. His journey from the construction industry to tech company ownership demonstrates his adaptability and willingness to immerse himself in new sectors. With his proactive approach to problem-solving and expertise in software implementation, Ryan successfully scaled his company, Presearch Inc., to become a leading provider in background checks for employment. His story is one of leveraging skills learned on the job to carve out a niche in entrepreneurship, embodying the spirit of continuous learning and strategic development. "Two years ago, I'd be like, man, if I don't work for a day, I'm kind of screwed. I'm too valuable as an employee. So then it came down to, like, restructuring, getting the employees that I trusted to where I could do that, and that's where I'm now. If, if I needed to take a week off, I wouldn't be sweating at night wondering what they're doing. Like, if. If things are going okay, if I set my email forward on, I don't double check that it's getting handled." Key themes included: 1. Efficiency through shared work processes 2. Evaluating potential business opportunities 3. Building contractor relationships for success 4. Custom software vs. existing solutions 5. Automation importance for scalability 6. Employee training and responsibility 7. Transition from employment to entrepreneurship — Follow Ryan's website: www.presearchinc.com On LinkedIn at https://www.linkedin.com/in/rpsandberg/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: @danarobinsonofficial Subscribe to Dana's weekly newsletter at danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Robert Clinkenbeard's story begins with the invaluable lessons he gained while employed by another firm, which would later become the bedrock of his journey into entrepreneurship. Embracing the natural pathway of learning, Robert is candid about the numerous mistakes he made in the initial stages of his business venture. It was a process of trial and error, a hands-on experience that taught him more than any textbook could. Together, we'll explore the critical steps a business should take 2 to 3 years prior to a sale, including consulting with CPAs, lawyers, and getting your financials in order. Robert will share personal insights on building a strong seller team and how to position your business attractively for private equity and potential buyers. "Making sure you have the right leadership team in place so that you're almost at a point where you're not necessarily involved too much on a day to day basis... Just making sure things are cleaned up in terms of entities and business structures. I think all those things are super important just to start planning ahead of time rather than rushing last minute." — Follow Robert On LinkedIn at https://www.linkedin.com/in/robert-clinkenbeard/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: @danarobinsonofficial Subscribe to Dana's weekly newsletter at danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Jena Dunay believes in the power of ownership in one's career, advocating for job seekers to approach their work as valuable contributors. Her expertise lies in coaching individuals, especially senior-level job changers, to hone their storytelling and confidence for career success. With a robust experience in various roles leading up to becoming a chief learning officer, she transitioned back into entrepreneurship to achieve work-life balance and create impactful businesses. Jena's journey illustrates her dedication to personal growth and her drive to empower others in their professional endeavors through her platform, recruittheemployer.com. Here, we chat about building your career through networking, shifting your mentality, presenting yourself well in interviews, and reevaluating success. "You need to not look at yourself as just a cog in a wheel. You need to look above that cog in a wheel and actually understand how you contribute to the overall picture and then show that you can create value for an organization in that way and know that you're an asset to an organization, not just someone who gets paid." Topics discussed in this episode: 1. Adopting an ownership career mentality 2. Importance of building professional relationships 3. Nurturing curiosity and generosity in networking 4. Confidence and clarity in job interviews 5. Strategies for effective career transitions 6. Creating scalable, sellable business models 7. Learning from corporate to entrepreneurial success — Follow Jena at: www.recruittheemployer.com LinkedIn: https://www.linkedin.com/in/jenadunay/ — Find Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: @danarobinsonofficial Subscribe to Dana's weekly newsletter at danarobinson.com — If the information in these conversations and interviews has helped you in your business journey, please subscribe to the show and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy and rely on to grow your own business free to you. Thanks for tuning into this episode of Exit Plan!

John Ovrom is the embodiment of entrepreneurial spirit, channeling his vigor into a successful construction business built alongside his family. With the experience of growth, acquisition, and the rewarding challenge of diversification under his belt, he transitioned from owner to consultant, guiding others through the intricate dance of business exit strategies. His firm, Exit Consulting, manifests John's expertise and empathetic approach to mentoring business owners grappling with the emotional and logistical complexities of selling their life's work. Stitching together a narrative of transformation and new beginnings, John's journey underscores the value of professional guidance and the art of gracefully stepping away to embrace change. I chat with him about figuring out your exit plan, when to implement it, and what to expect afterward. "What is the definition of an exit? Is an exit the last check you receive from the payoff? Is it the last day you worked after staying on for a year or two or three for your earn out? Is it that day? Because then you still give it. Is it the day you close?" Topics discussed in this episode: Letting go of control for sale 2. Embracing change for business readiness 3. Emotional aspects of business exit 4. Challenges in price increases 5. Importance of management systems 6. Setting goals for exit strategy 7. Value of exit planning consulting — Follow John at www.exitconsultinggroup.com Email at [email protected] LinkedIn at https://www.linkedin.com/in/johnovrom/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: @danarobinsonofficial Subscribe to Dana's weekly newsletter at danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Eric Johnson, a seasoned entrepreneur with a knack for building relationships, shifted from the hospitality industry to real estate, diving into sales' human side. As the CEO of various software platforms and a principal at Modus Coaching and Consulting, he dedicates his expertise to guiding entrepreneurs toward success through genuine connections and trust. His own venture into network marketing led to the creation of Teamsy, a ground-breaking platform devised to bridge the technology gap in the network marketing industry. Through years of diverse experience, Eric has honed a philosophy that champions the power of relationships in driving business growth, ensuring that each interaction is anchored in authenticity and service. I chat with him about networking and building successful relationships in the business world. "Just connect with people as a human being. And through those connections, people respond to just a human connection, like, how is your Christmas? How are things going with your kids? Just talking to people? What happens is as you create conversations and you're just a normal person, having conversations gives you a chance to get to know people, gives you lots of opportunities to help people, connect them to people, you know, refer things to them, give them your opinion on, you know, that's going to create opportunities to talk about real estate in a natural way." Topics discussed in this episode: 1. Importance of relationship selling 2. Value of customer referrals 3. Opportunities in real estate 4. Building business systems 5. Networking and personal connections 6. Entrepreneurship via employment skills 7. Trust and quality relationships — Follow Eric at LinkedIn at https://www.linkedin.com/in/ericphafflejohnson/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: @danarobinsonofficial Subscribe to Dana's weekly newsletter at danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

When Kayla Jimenez first joined the IP and litigation sphere, she uncovered a fundamental truth that many professionals encounter: the allure of a prestigious job title isn't always what it seems. While her instincts cautioned her about the company's environment, it was this challenging position that planted the entrepreneurial seeds she would later cultivate. Kayla's transition from associate to partner and eventually to the owner of the practice illustrates a powerful narrative—prioritizing lifestyle choices without sacrificing one's career. Kayla and I unpacked strategies for small-to-medium business growth, emphasizing on scaling, creating shared services, and considering significant liquidity events. Our discussion also highlighted the BRR method in real estate investment—a wealth-building strategy that can complement entrepreneurial ventures, offering a multifaceted approach to financial freedom. "You don't get rich working a nine-to-five. This is the huge American lie that they tell all the kids, get a good job, go get your doctorate, go get your Ph.D., go become a doctor. Like, work at the work nine to five, or work your salaried position." Topics discussed in this episode: Leveraging Jobs Beyond Paychecks Entrepreneurship and Intellectual Property Social Media's Entrepreneurial Impact Scaling and Exiting Businesses Real Estate Investment Strategies Career Transitions in Law Innovation Through Client Experiences — Follow Kayla at LinkedIn at https://www.linkedin.com/in/kayla-jimenez-b7772939/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: @danarobinsonofficial Subscribe to Dana's weekly newsletter at danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Pat Flynn is a resilient entrepreneur who turned a layoff from his dream job as an architect during the 2008 Great Recession into a journey of success and inspiration. Less than a year after the layoff, Pat built a 6-figure online business, helping architects pass an exam and chronicling his process on his blog, Smart Passive Income (SPI). SPI has evolved into a premier resource for entrepreneurship and online business, with the award-winning SPI Podcast amassing over 80 million downloads and being featured in the New York Times. Pat is also a prolific author, with publications like "Will It Fly" (2015) and "Superfans" (2019) translated into multiple languages worldwide. Here, we talk about why it's good to start small and the value of feedback. "Even though it was the worst time of my life, at that moment when I got laid off, it was actually the best thing because it actually kind of unplugged me, if you will, from the matrix I was in and made me look at everything from a different perspective and go, oh, here's an opportunity here." Topics discussed in this episode: Identifying overlooked opportunities Starting small in business Importance of community learning Balancing focus and exploration Pursuing present happiness Embracing failure as lessons Validating business ideas — Follow Pat at https://patflynn.com/ On Twitter at https://twitter.com/patflynn On LinkedIn at https://www.linkedin.com/in/patflynn3/ On Instagram at https://www.instagram.com/patflynn On YouTube at https://www.youtube.com/channel/UCGk1LitxAZVnqQn0_nt5qxw On Facebook at https://www.facebook.com/patflynn — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: @danarobinsonofficial Subscribe to Dana's weekly newsletter at danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

When I interviewed him four years ago, Cory talked about how working at a traditional job wasn't for him. Sure, the money, the job security, those things were great, but he hated the work to the point where he couldn't physically get himself to open the door to his office one day. That's when he knew he needed a change. Cory's a good friend and sometimes business partner who has been in the audiobook industry for over a decade. When he started, audiobooks were on cassette tapes! Here, we talk about books and the publishing industry as a whole. "...I assume you want to spend more time with the people you love. That's probably high in your list, and you probably don't want someone telling you to do things you're not good at ... Those are the reasons we start businesses." Topics discussed in this episode: Sustainable business funding strategies Audiobook publishing innovations Entrepreneurial challenges and growth Importance of niche focus Leveraging personal networks for investment Impacts of early business exits Flexibility and adaptability in entrepreneurship References & links mentioned: www.zoundy.com — Follow Cory at www.oneaudiobooks.com On Twitter at @coryverner On Facebook at https://www.facebook.com/coryverner — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: @danarobinsonofficial Subscribe to Dana's weekly newsletter at danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Jeff Goins is a writer who's truly left an impact on my creative journey. His blog is a treasure trove of practical advice for aspiring writers, filled with wisdom from his own experiences. Goins' mantra, "You are a writer when you say you are," empowered me to own my identity as a writer. I even worked with him as a writing coach. Here, we chat about how he started with a simple blog and it opened doors for his career. Plus, how he leveraged contacts, experience, and the online course space to achieve a liveable work-life balance to be the husband and father he wanted to be. "If you have the choice between making a lot of money now and never again, or a little bit of money for the rest of your life, take the little bit of money." Topics discussed in this episode: Entrepreneurial ventures and leadership Passive income and leveraging scale Transitioning to entrepreneurship Overcoming fear of money Online courses and content creation Writing and publishing success Seeking mentorship and advice References & links mentioned: https://www.amazon.com/You-Writer-Start-Acting-Like-ebook/dp/B007YJEIAS https://adventures.org/ — Follow Jeff at: www.goinswriter.com and www.freshcomplaint.com — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: @danarobinsonofficial Subscribe to Dana's weekly newsletter at danarobinson.com — If the information in these conversations and interviews has helped you in your business journey, please subscribe to the show and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy and rely on to grow your own business free to you. Thanks for tuning into this episode of Exit Plan!

Nate and Dana talk about getting back on the podcasting horse after COVID, how Opt Out Life became Exit Plan, and lessons learned during the pandemic. They chat about how things have changed and choosing a life that meets your needs without having to throw yourself into your business. "...it was life changing because I realized I could do it all from home." Topics discussed in this episode: Work-life balance and family commitments Private equity industry challenges and goals Podcast rebranding and entrepreneurial content Remote work benefits and lifestyle changes Experiences in business acquisitions and exits Pursuing lifestyle over business growth Leveraging employment for entrepreneurial success References & links mentioned: www.danarobinson.com — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: @danarobinsonofficial Subscribe to Dana's weekly newsletter at danarobinson.com — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

I'm starting a whole new series of podcasts focusing on how entrepreneurs transitioned away from being employees to owning their time. I can't wait to share these journeys with you. — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ Follow Dana on Instagram: @danarobinsonofficial Subscribe to Dana's weekly newsletter at danarobinson.com —

Our guest today is Merrily Orsini. Merrily founded one of the first private pay home care businesses in the United States, back in 1981, which she managed to grow successfully to more than 200 employees. She has been in the home caregiving business ever since and is now the President and CEO of CoreCubed, where she pioneered the work-from-home business model, many years before it became the norm. How did she do it? Merrily tells us about her business journey in caregiving, her efforts into incorporating technology into her businesses, and how her perseverance has led to her success. More at optoutlife.com/podcast/merrily-orsini/

Joe Bernstein, founder of Drop the Armor Wellness, is on a mission to help other men feel the love and freedom that he learned to cultivate when his life fell apart several years ago. Back in 2013, Joe decided to go through a series of lifestyle changes to take back control of his life. After going through a bad divorce and losing 160 lbs, he left a successful career in retail management to build a mission-focused business and help other men create the life they desire. Today, as a men's coach and writer, Joe helps successful men live a better, more fulfilling life. Listen along as he helps us understand the process of transformation, and how to create a pathway to overcome our challenges. More at optoutlife.com/podcast/joe-bernstein/

2020, a year unlike any other, is finally coming to an end. As we welcome in 2021, it's a great time to look back and reflect on this year as a whole - with all of its ups and downs. In this solo episode, Dana walks us through a fun exercise to reflect on our year and project new ideas to get ready for a more productive 2021. We wish you a happy new year and as always, stay safe and healthy out there! More at optoutlife.com/podcast/dana-solo-nye-2020/