Find Your Exit - Exit Planning Strategies for Business Owners Mark Kravietz

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

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 work to build something small as it takes to build something big.” – Mary Waldner
CONNECT WITH US
Twitter LinkedIn Our Website

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 Partners. Since 2000, his team of employee stock ownership plan advisors has guided hundreds of middle-market companies through the building and financing of leveraged ESOPs. Employee-owned companies nationwide also trust CSG with secondary sales, plan maintenance, and M&A transactions. Prior to starting CSG, Larry co-founded two growth companies, which he developed and sold.
Today, Larry joins us to discuss what he calls one of the best-kept secrets in the business—ESOPs.
FULL SHOW NOTES
CONNECT WITH US
Twitter LinkedIn Our Website

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 Awards for many of her over ninety co-productions. Her current and upcoming shows on and off-Broadway, on US National Tour, and in London & Australia include Company, Dear Evan Hansen, Hadestown, To Kill a Mockingbird, Ain’t Too Proud-The Life and Times of the Temptations, Beetlejuice, Moulin Rouge!, Jagged Little Pill, Tina: The Tina Turner Musical, The Minutes, Sing Street, Get Up, Stand Up! The Bob Marley Musical, Funny Girl, The Play That Goes Wrong, Little Shop of Horrors, The Piano Lesson, and The Devil Wears Prada Musical.
Today, Wendy joins us to share her unlikely path from her father’s floral factory to Broadway.
FULL SHOW NOTES
CONNECT WITH US
Twitter LinkedIn Our Website

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 independent digital marketing firms in the region. In 2019, he had a successful exit when Happy Marketer was sold to an American digital enterprise called Merkle, which is part of Dentsu International, the largest Japanese advertising conglomerate. He is currently serving as the Managing Director of the CXM Group at Dentsu Singapore.
Today, Prantik joins us to discuss the ways that businesses must constantly transform and pivot to stay relevant and competitive. He shares his own journey from scaling up a business to the eventual sale and the lessons learned along the way.
FULL SHOW NOTES
CONNECT WITH US
Twitter LinkedIn Our Website  

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 the United States with sales in excess of $225 million.
Today, Gordon joins the show to share the entrepreneurial spirit and drive that it took to start and grow his company. He dives into his experiences with takeovers, private equity, and the eventual sale of the business.
FULL SHOW NOTES
CONNECT WITH US
Twitter LinkedIn Our Website