Find Your Exit - Exit Planning Strategies for Business Owners artwork

Find Your Exit - Exit Planning Strategies for Business Owners

49 episodes - English - Latest episode: 3 months ago - ★★★★★ - 16 ratings

Find Your Exit is a podcast about how to successfully exit your business. In this show, you will be given tools and insight and hear triumphant stories from industry experts and entrepreneurs who have built sustainable, scalable, and profitable businesses, worthy of an exit.

Join award-winning Certified Exit Planning Advisor, Mark Kravietz, as he and his guests cover critical topics, including how to get started, when to sell, getting your company ready for a sale, determining business valuation, overcoming roadblocks, exit options (such as an IPO or acquisition), life after sale and a whole lot more!

Find Your Exit uncovers the secrets to building a business that delivers real value and will help you lead your company to a successful exit.

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Episodes

041: The Renaissance Man of Business with Dan Donnelly

January 30, 2024 15:52 - 53 minutes - 49.4 MB

An entrepreneur undoubtedly takes risks, but they also require vision and determination. They are skilled in various disciplines and quick to learn and adapt. An apt description for our latest guest and the ‘renaissance man of business’ himself, Dan Donnelly. Today, Dan joins us to share how he built up his company from a small-scale operation out of a basement in Queens to a successful business he could sell. FULL SHOW NOTES CONNECT WITH US Twitter LinkedIn Our Website

040: Entrepreneurship Gone Crackers with Mary Waldner

October 17, 2023 13:50 - 55 minutes - 51.5 MB

Sometimes the greatest business ideas are a byproduct of our personal passions. That was certainly the case for Mary Waldner when she decided to start Mary’s Gone Crackers, a wildly successful gluten-free organic cracker and snack company. A company that she would go on to grow and eventually sell. Today, Mary joins us to discuss how she made a successful business out of a passion project and then prepared her company for sale. INSPIRING QUOTE “Think big. It takes the same amount of...

039: Talking ESOPs with Larry Kaplan

March 29, 2023 14:49 - 34 minutes - 31.6 MB

You’re considering selling your company and you hear about a concept to defer or even possibly not pay capital gains—instantaneously creating tax advantages for your company. All that might sound too good to be true, however, Employee Stock Option Plans (ESOPs) are a viable alternative when one is ready to sell their business. Larry Kaplan has built a career advising business owners on the benefits of ESOPs. Larry has built the nation's leading ESOP investment banking practice at CSG Partn...

038: From Family Business to Broadway with Wendy Federman

December 15, 2022 15:59 - 55 minutes - 51.2 MB

When her father passed very suddenly, Wendy Federman was thrust into the role of family business owner. In her true entrepreneurial spirit, Wendy was able to meet the challenge head-on and eventually fulfill her childhood dream on the Broadway stage. Wendy Federman is a thirteen-time Tony Award-winning theatre and film producer. She has also received two Olivier Awards, eleven Drama Desk Awards, nineteen Outer Critics Circle Awards, eighteen Drama League Awards, and three GLADD Media Award...

037: The Business Transformation Catalyst with Prantik Mazumdar

November 07, 2022 19:28 - 49 minutes - 45.2 MB

In a constantly shifting business landscape, only those who can grow and evolve will survive. For Prantik Mazumdar the innate drive for learning and experimentation was integral to his success. Prantik is an entrepreneur and venture investor. He acts as a digital transformation catalyst in organizations to drive sustainable impact and change. Prantik started his entrepreneurial journey with Happy Marketer in 2011 where he spent a decade building and scaling up one of the most awarded indep...

036: Squeezing the Juice from Your Company with Gordon Crane

August 31, 2022 18:38 - 45 minutes - 42.1 MB

The growth of a business is rarely a straight line. There are roadblocks that come along the way. Gordon Crane started his company out of his parent's apartment in Queens. From these humble beginnings, he was able to create a successful brand. Gordon Crane is an entrepreneur and pioneer in the “better-for-you” fruit juice industry. In 1975, he founded Apple & Eve, a brand of premium, all-natural fruit juices and fruit products that he grew into the largest privately held juice company in t...

035: The Intentional Growth Framework with Ryan Tansom

June 30, 2022 15:56 - 48 minutes - 19.5 MB Video

When the time comes to finally leave the company you have built you would like to have options available to you. But the reality for most is that they have not planned and prepared enough to put themselves in this position. Ryan Tansom has worked with business owners on the “Intentional Growth” framework that can put them on track to achieve their goals.   Ryan helped turn around their family business and then sell it for 8 figures to a local competitor in 2014. The growth and exit process...

034: The Process of Letting Go with Laurie Barkman

May 27, 2022 16:57 - 43 minutes - 40.2 MB

The exit process is nuanced but sometimes it comes down to simply knowing how to let go. How to move on from what you’ve built your whole career and into the next phase of your life. Laurie Barkman has worked on guiding business owners along this process. Laurie Barkman is a "business transition sherpa." With her firm, SmallDotBig, she advises owners on having more valuable, sellable businesses. And as a Partner with Stony Hill Advisors, a boutique mergers and acquisitions firm, she guides...

033: How to Build Your Company Before Exit with Rachit Dayal

March 14, 2022 18:26 - 40 minutes - 36.9 MB

Taking the leap of faith to bet on yourself and start your own business can be daunting. Achieving success requires real entrepreneurial spirit and dedication in the face of adversity. Our latest guest bet on himself and built his own company from the ground up leading to an eventual sale to a large buyer. Rachit Dayal was born in India, educated in NUS Singapore, and is based in Singapore. Rachit started his marketing agency fresh out of university with minimal funding before growing it t...

032: How to Catapult Your Business Exit with Pete Martin

January 26, 2022 18:39 - 49 minutes - 45.8 MB

Business owners tend to be so focused on putting out fires in their day-to-day operations that it can seem impossible to plan for growth, never mind an exit from the business. However, this myopia holds business owners back. Pete Martin has dedicated his career to helping business owners break free of this mindset. Pete Martin is the Founder and CEO of AskMyBoard, a company focused on helping business owners unleash their business’s highest potential value to grow faster and more profitabl...

031: Lessons in Sacrifice, Determination, & Ingenuity with John Warrillow

October 21, 2021 15:38 - 51 minutes - 47 MB

The small business landscape has shifted dramatically since the pandemic. However, the core pillars that determine business success remain unchanged. John Warrillow has built his career on helping business owners identify and strengthen these pillars to prepare for a successful sale. John Warrillow is the founder of The Value Builder System, a company that helps business owners improve the value of their company. John is the author of the bestselling book Built to Sell: Creating a Business...

030: From Brand Building to Sale with Warren Kornblum

August 02, 2021 20:44 - 52 minutes - 48.6 MB

Before the prospect of a sale is even an option, a business needs growth and strategic development. For many businesses, this means brand building. Warren Kornblum knows all about branding, with global experience in brand management and strategic marketing. Warren is a “marketing master.” He has won many Cleo awards, which recognize innovation and creative excellence in advertising. Warren started and sold his own agency in the ’90s and transitioned to Managing Partner at Bozell Worldwide,...

029: Marketing and Business Development for Business Owners with Bruce Libman

June 29, 2021 16:25 - 49 minutes - 46.5 MB

Marketing and business development strategies have always been at the core of growth and success for the business owner. This has become even more apparent in the wake of the pandemic and the strains placed upon businesses as in-person meetings came to a halt and networking shifted to Zoom. Bruce Libman is a marketer and networking strategist who has worked throughout his career to consult business owners. Bruce is the Founder and President of Total Networking and Consulting LLC. This orga...

029: Marketing and Business Development for Business Owners with Bruce Libman

June 29, 2021 16:24

Marketing and business development strategies have always been at the core of growth and success for the business owner. This has become even more apparent in the wake of the pandemic and the strains placed upon businesses as in-person meetings came to a halt and networking shifted to Zoom. Bruce Libman is a marketer and networking strategist who has worked throughout his career to consult business owners. Bruce is the Founder and President of Total Networking and Consulting LLC. This orga...

029: Marketing and Business Development for Business Owners with Bruce Libman

June 29, 2021 16:24

Marketing and business development strategies have always been at the core of growth and success for the business owner. This has become even more apparent in the wake of the pandemic and the strains placed upon businesses as in-person meetings came to a halt and networking shifted to Zoom. Bruce Libman is a marketer and networking strategist who has worked throughout his career to consult business owners. Bruce is the Founder and President of Total Networking and Consulting LLC. This orga...

028: Seeking Opportunities Amid a Pandemic with John Hickey

June 02, 2021 14:21 - 29 minutes - 27.5 MB

When COVID forced the world into lockdowns, businesses were faced with challenges no one could have planned for. For entrepreneur John Hickey and his company, this was a sink or float moment requiring creative solutions for survival. John is the co-founder of Tech 2 Success, an IT and Operations consulting firm that specializes in operations improvement using technology. John provides enterprise-level leadership experience to companies of all sizes considering cloud hosting, systems implem...

027: Lessons in Leadership and Perseverance Through Sports with Nathan Bell

April 27, 2021 17:29 - 44 minutes - 41.3 MB

The pandemic robbed us of many things in 2020. In our communities, the COVID restrictions forced several shutdowns including that of sports programs. This was the experience of Nathan Bell, Founder and Executive Director of Park Slope United Soccer Club. To overcome this challenge and keep his business alive, he leaned on the lessons in leadership and perseverance he developed as an athlete and coach. Nathan is a USSF licensed professional coach with more than a decade of experience coachi...

026: How to Lend Support and Watch Her Prosper with Ruchi Pinniger

March 29, 2021 15:36 - 30 minutes - 27.8 MB

The world of entrepreneurship is a challenging landscape for anyone, but it comes with its own unique challenges for women. Many small business owners have creative ideas but struggle to find mentorship and basic support services. Ruchi Pinniger saw this unmet need and decided to build her career around helping women-led businesses realize their maximum potential. Ruchi is the founder of Watch Her Prosper, an organization dedicated to providing the financial mentorship, support, and servic...

025: Taking a Leap of Faith and Betting on Yourself with Ken Landin

February 24, 2021 15:39 - 37 minutes - 34.6 MB

When we have worked hard to build up a business it may seem impossible to leave and transition into something else. However, taking the leap of faith to pivot into something else may prove to be the best thing we ever do. Ken Landin took this leap when he left the drywall industry to pursue his passion, a decision he has not regretted once. Today, Ken joins the podcast to share his story in both exiting a business and building something new. How has Ken overcome the challenges and what adv...

024: Transform Your Business from Suck to Success with Todd Palmer

February 10, 2021 18:35 - 38 minutes - 35.3 MB

We are all probably sick and tired of hearing how we are living through uncertain and trying times. However, the pandemic has undoubtedly turned the world upside down with businesses bearing the brunt of the damage. How can business owners turn things around to come out intact on the other end of this? Today, Todd Palmer joins the podcast to talk about how business owners can go ‘From Suck to Success.’ He even wrote a book about it! Todd is a thought leader, CEO of a six-time Inc. 5000 com...

023: Assessing Transition Readiness with Sean Hutchinson

December 14, 2020 17:41 - 37 minutes - 69 MB

By the time a business owner has decided they are ready to exit they will need several plans in place to facilitate a successful transition. Sean Hutchinson has dedicated his career to helping business owners assess the state of their organizations to get ready for the next step in their lives. Sean is a thought leader and professional speaker in business value acceleration and transition readiness. He has advised more than 100 companies on ownership transitions, restructuring, value creat...

022: Life After Selling with Diane Drey

October 29, 2020 14:33 - 31 minutes - 73.1 MB

So, you made the big decision to sell your business. What happens next? What does your life look like without it? What have you done to prepare for this next stage? Diane Drey has lived each and every one of these questions, having purchased and sold several companies. Diane is a businesswoman, entrepreneur, and business mentor. She holds an MBA from New York University and is a graduate of the Harvard Business School Executive Education Owners and Presidents Management program. Today, D...

022: Life After Selling With Diane Drey

October 29, 2020 14:33 - 31 minutes - 73.1 MB

So, you made the big decision to sell your business. What happens next? What does your life look like without it? What have you done to prepare for this next stage? Diane Drey has lived each and every one of these questions, having purchased and sold several companies. Diane is a businesswoman, entrepreneur, and business mentor. She holds an MBA from New York University and is a graduate of the Harvard Business School Executive Education Owners and Presidents Management program. Today, D...

021: How to Exit Your Company on Top With Bo Burlingham

September 24, 2020 19:33 - 44 minutes - 81.4 MB

Business owners work their whole lives to build a company they are proud of. But when the times comes to leave this company and move into the next phase of their lives, they find themselves at a loss for how to proceed. When Bo Burlingham realized just how many business owners struggle with how to exit their company, he decided to write a book on it.  Bo is a business journalist and author of five books, the most recent being Finish Big: How Great Entrepreneurs Exit Their Companies on Top ...

021: How to Exit Your Company on Top with Bo Burlingham

September 24, 2020 19:33 - 44 minutes - 81.4 MB

Business owners work their whole lives to build a company they are proud of. But when the times comes to leave this company and move into the next phase of their lives, they find themselves at a loss for how to proceed. When Bo Burlingham realized just how many business owners struggle with how to exit their company, he decided to write a book on it.  Bo is a business journalist and author of five books, the most recent being Finish Big: How Great Entrepreneurs Exit Their Companies on Top ...

020: A Deep Dive into Organizational Psychology With Dr. Jeremy Lurey

August 31, 2020 15:04 - 46 minutes - 43.1 MB

Organizational psychology studies an organization’s structure and the ways in which the people within it interact to seek efficiencies. While the pandemic has wreaked havoc on businesses, it has also created an opportunity to stop and consider what is and isn’t working. Dr. Jeremy Lurey has made it his life’s work to help businesses optimize their practices by performing similar assessments. Today, Dr. Lurey joins the podcast for a deep dive into the applications of organizational psycholo...

020: A Deep Dive into Organizational Psychology with Dr. Jeremy Lurey

August 31, 2020 15:04 - 46 minutes - 43.1 MB

Organizational psychology studies an organization’s structure and the ways in which the people within it interact to seek efficiencies. While the pandemic has wreaked havoc on businesses, it has also created an opportunity to stop and consider what is and isn’t working. Dr. Jeremy Lurey has made it his life’s work to help businesses optimize their practices by performing similar assessments. Today, Dr. Lurey joins the podcast for a deep dive into the applications of organizational psycholo...

019: From Navy SEAL to Entrepreneur with John Choate

August 14, 2020 17:10 - 1 hour - 61.6 MB

Business owners are continuously seeking advice on leadership and team building. Our next guest acquired and developed these skills in a rather prestigious fashion while serving as a Navy SEAL officer. John Choate is the managing director of SA-720TM, a consulting firm providing seminars on cross-functional teamwork and strategic planning based on principles derived from the U.S. Special Operations community. He is an accomplished executive, entrepreneur, and former Navy SEAL officer with ...

019: From Navy SEAL to Entrepreneur With John Choate

August 14, 2020 17:10 - 1 hour - 61.6 MB

Business owners are continuously seeking advice on leadership and team building. Our next guest acquired and developed these skills in a rather prestigious fashion while serving as a Navy SEAL officer. John Choate is the managing director of SA-720TM, a consulting firm providing seminars on cross-functional teamwork and strategic planning based on principles derived from the U.S. Special Operations community. He is an accomplished executive, entrepreneur, and former Navy SEAL officer with ...

018: Navigating a Successful Business Turnaround With Chris Yount

August 03, 2020 20:53 - 45 minutes - 104 MB

In a time where business owners are closing down their companies or close to bankruptcy, hear about how a CEO took his company from an effective bankruptcy in 2009 and turned it around for the ultimate sale in 2017. This is the story of our latest guest, Chris Yount. Today, Chris joins the podcast to discuss his experience in navigating a business turnaround and reviving a company on the brink. He also discusses the wisdom he would impart upon businesses struggling through the pandemic. ...

018: Navigating a Successful Business Turnaround with Chris Yount

August 03, 2020 20:53 - 45 minutes - 104 MB

In a time where business owners are closing down their companies or close to bankruptcy, hear about how a CEO took his company from an effective bankruptcy in 2009 and turned it around for the ultimate sale in 2017. This is the story of our latest guest, Chris Yount. Today, Chris joins the podcast to discuss his experience in navigating a business turnaround and reviving a company on the brink. He also discusses the wisdom he would impart upon businesses struggling through the pandemic. ...

017: Staying Nimble in Business with Errol Glasser and Richard Kestenbaum

July 10, 2020 20:10 - 47 minutes - 110 MB

In business, the ability to stay nimble and adapt will determine your long-term success. Just how flexible is your organization and the culture you have built? A crisis such as the pandemic we are experiencing now will put this to the test. Errol Glasser and Richard Kestenbaum have decades of business experience building a people-first culture that can adapt to fit the times. Today, Errol and Richard join the podcast to discuss how they view the retail and consumer landscape. They also dis...

016: A Template for Crisis Management with Andrew Alfano

June 17, 2020 17:25 - 56 minutes - 51.7 MB

The Coronavirus pandemic is putting the crisis management skills of business owners to the test. During these uncertain times, leadership is more invaluable than ever for those looking not only to survive but to thrive. Andrew Alfano has had his share of experience helping businesses navigate through times of crisis. Today, Andrew joins the podcast to discuss how he draws upon his experience at Starbucks as an applicable template for success in all his business pursuits. Having navigated t...

015: How to Optimize Your Workforce with Beth Miller

June 08, 2020 15:58 - 35 minutes - 82.3 MB

Business owners seeking to navigate a transition may seek coaching to assist them through the process. This is precisely what Beth Miller has done as a leadership development advisor and executive coach. Today, Beth joins the podcast to talk about how she helps business owners and entrepreneurs optimize their workforce and how this is more important than ever in a post COVID-19 landscape. FULL SHOW NOTES CONNECT WITH US Twitter LinkedIn

014: How To Cultivate a Magic Touch with Dean Akers

May 29, 2020 09:00 - 42 minutes - 39.3 MB

To set the stage for a successful exit, entrepreneurs need to build winning businesses. A certain type of leader can do this effectively multiple times over a lifetime, creating great companies from the ground up and turning money losers into profit-generating machines by rethinking the organization from the ground up. Turnaround expert Dean Akers has mastered this art. In his twenties, he took a company from one location to 65 and navigated a $175M exit, and he didn’t stop there. He’s now...

013: How to Stay In Front of Rapid Change with Chris Krimitsos

May 25, 2020 09:00 - 51 minutes - 47.1 MB

Business owners in every industry have had to rapidly adapt, rework, and transform their processes to keep moving, working, and growing. Even as we as a society move toward a “new normal,” there’s a lot that’s being forced to change in real time. Chris Krimitsos is optimistic about what this change means for business. He’s a serial entrepreneur, producer, event coordinator, changemaker, motivator, and catalyst. He has facilitated over 2,000 events via his group, Tampa Bay Business Owners, ...

012: How Business Owners Can Get Unstuck with Todd Palmer

May 11, 2020 09:00 - 50 minutes - 116 MB

In this trying and uncertain time, many business owners are wondering not how they’re going to grow and thrive six months from now, but how they’re going to make it to tomorrow. With capacities limited, revenues down, and opportunities changed, it’s dangerously easy for entrepreneurs to get stuck in negative thought patterns.  Today, Todd Palmer joins the podcast to talk about not just why, but what to do about it. Todd is a thought leader, CEO of a six-time Inc. 5000 company, executive co...

011: Keeping Staff Employed and Engaged During COVID-19 with Scott Snider

April 28, 2020 09:00 - 43 minutes - 40.4 MB

In this trying and uncertain time, business owners all over the country are having to make quick decisions and rapid pivots in order to operate under our “new normal.” With offices shuttered, keeping your employees not just engaged - but employed - is a challenge like never before, especially if you used to provide your services in-person. Today, Scott Snider joins me to talk about these challenges. He started his first business at 17 years old, then sold it eight years later to start Snid...

010: How The Payroll Industry is Navigating the Coronavirus Crisis with Rob Basso

April 20, 2020 14:01 - 44 minutes - 41.2 MB

In this trying time, Find Your Exit is shifting its focus to tell stories of business leaders and the challenges, trials, and tribulations they are facing right now. Today, I’m joined by Rob Basso. Rob is the founder of Long Island Advantage Payroll Services, which was the area’s largest independent payroll provider until Rob sold the company in 2018. The business was named to the Inc. 5000 in 2016 and Rob has been recognized as a top CEO by Long Island Business News and SmartCEO’s Future ...

009: How To Turn Your Calling into a Career with Chris Johnson

March 27, 2020 19:15 - 34 minutes - 32.1 MB

Very few jobs are a perfect fit. As part of any organization, you may find yourself doing some things you’re incredible at - and a handful that, while necessary, don’t play to your strengths. While serving as the fitness director of the Michigan Athletic Club, Chris Johnson discovered that so many people didn’t know how to address the underlying causes of their health problems. They didn’t need a diet or exercise routine so much as they needed to take baby steps to make major life changes ...

008: When to Bring In Partners and How To Do It with Lee Mandel

February 25, 2020 15:29 - 39 minutes - 36.7 MB

As your business grows, you’re all but guaranteed to reach a point in your career where you simply can’t keep doing everything yourself. What you do at this crossroads, however, isn’t always clear: do you sell the company entirely and move on to your next project? Do you continue to run the show on your own at the expense of growth, or do you bring in outside partners to help you make day to day operations easier so you can focus on doing what you do best? Lee Mandel chose the latter. He...

007: Selling Your Business Without Giving it Up with Mark Burford

January 28, 2020 15:10 - 41 minutes - 38.6 MB

In 1997, Long Islanders Mark Burford and Peter Cotter quit their jobs to make fresh, local, delicious beer for themselves - and sell whatever they happened to have left over. They founded Blue Point Brewing, gradually built their business and sold to Anheuser-Busch InBev in 2014. After selling, Mark stayed on as an advisor as the company rapidly scaled, then contracted slightly as thousands of breweries opened all over the United States. He is now Blue Point’s active day to day president, ...

006: The Secret Sauce for Happiness After Exit with Larry Seidlick

November 15, 2019 11:00 - 47 minutes - 28.5 MB

Larry Seidlick is a serial entrepreneur who founded, led, and continues to lead a number of successful companies in his 40+ year business career. His first company was Sunrise Medical Laboratories, which sold in 2007 for one of the highest multiples ever paid for a laboratory company. He was also founder and CEO of The ARX Group, which provided financial and revenue cycle management services to healthcare systems throughout the United States until its successful sale in 2015 to a private equ...

006: The Secret Sauce for Happiness After Exit with Larry Siedlick

November 15, 2019 11:00 - 47 minutes - 28.5 MB

Larry Siedlick is a serial entrepreneur who founded, led, and continues to lead a number of successful companies in his 40+ year business career. His first company was Sunrise Medical Laboratories, which sold in 2007 for one of the highest multiples ever paid for a laboratory company. He was also founder and CEO of The ARX Group, which provided financial and revenue cycle management services to healthcare systems throughout the United States until its successful sale in 2015 to a private equ...

005: How To Exit Your Business Without Giving Up Your Entrepreneurial Spirit with Adam Schoenberg

October 15, 2019 07:00 - 52 minutes - 32.8 MB

Shortly after college, Adam Schoenberg built and sold a TV network, then found himself managing sales teams. However, a chance meeting with an old friend at a wedding in Sweden in 2009 turned into a business partnership and a thriving new career. As a co-founder of Hook & Albert, Schoenberg built a prestigious, profitable menswear brand. They got buy-in from Barneys, Nordstrom, Saks, Neiman Marcus, and Bloomingdales within six weeks, scaled intelligently by spending carefully, and sold the...

004: What You Need To Do Before (Not After) You Exit Your Business with Peter Christman

September 16, 2019 15:23 - 32 minutes - 18.7 MB

After 22 years as an investment banker, Peter Christman founded the Christman Group, where he helped middle-market business owners prepare for exit planning while maximizing value. As he did this work, he realized something huge: many founders were losing massive amounts of value by failing to do a number of things before (not after) selling their businesses. Peter took what he learned and founded the Exit Planning Institute, where he provides financial advisors with the best industry cont...

003: How To Run a Family Business, Exit Effectively, and Live Life After Selling with Tom Deans

September 12, 2019 14:58 - 24 minutes - 15.4 MB

It isn’t easy to grow a successful business. It’s even harder to let go of one, especially when family is involved, and few people understand this better than Tom Deans. He’s built and sold companies worth over $100 million across three generations and speaks at over 100 events each year. Tom is the author of Every Family's Business: 12 Common Sense Questions to Protect Your Wealth. With over 750,000 copies sold, it’s the bestselling family business book of all time, as well as one of the ...

002: How to Lead a Good Business to a Great Exit with Chris Snider

September 12, 2019 14:52 - 32 minutes - 20.2 MB

There are now over 600 Certified Exit Planning Advisors in 12 different countries - and many of them wouldn’t be working in this field today without Chris Snider. Chris is the CEO and Founder of the Exit Planning Institute, where he helps financial advisors become Certified Exit Planning Advisors - CEPAs - and empowers them to lead teams, enable educated decisions, and create positive change and successful exits for their clients. In his book, Walking to Destiny: 11 Actions an Owner Must T...

001: How to Exit Your Businesses Without Sacrificing Company Culture with Mitzi Perdue

September 12, 2019 14:38 - 1 hour - 40.2 MB

Welcome to the very first episode of Find Your Exit, a podcast about how to successfully exit your business. Each month, I’ll be interviewing industry experts and entrepreneurs who have reached independence by building and exiting successful, profitable, and sustainable businesses.  Today, our guest is Mitzi Perdue. Mitzi is an author, syndicated columnist, and a producer and host of many TV and radio shows. She's also a landowner, a rice farmer, and a philanthropist. Her father was the co...

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@mkravietz 44 Episodes