에피소드 35개
Selling Your Business with David King David
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- 비즈니스
"Selling Your Business" will help business owners prepare for this major milestone and close a successful sale. I set out the business sale process and provide useful information to guide a seller’s decision-making, before and during the sale process. Selling a business is the American dream – the pot of gold at the end of the rainbow, the reward for years of hard work. You must take control of your “exit plan” to make it a positive one. I will describe how to get your business on the right path and complete a successful sale. I have represented companies and business owners in a broad range of industries and M&A transactions as a CPA, M&A attorney and Accredited Business Intermediary.
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Financial Planning for Business Owners with Tyson Ray
In this episode, Tyson Ray and I discuss exit planning for business owners, marrying business owners’ sale with their other financial planning. Tyson is a founding partner of FORM and a financial advisor with over 25 years of experience guiding clients through life's events. Tyson is the author of Total Relationship, a book to help financial advisors fully understand their clients’ needs. Tyson shares client experiences, and describes the elements of the Total Relationship, being their L...
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Business Development and M&A with Dynamic Entrepreneur, Chris Pflueger
Forever upholding the Sigma Chi Jordan Standard, Chris Pflueger graduated the University of Florida (Gamma Theta chapter) with a degree in Economics, then earned an MBA at USF in Finance and Management Information Systems.With over 25 years of experience in sales leadership, sales management, and executive planning in franchising and related industries. Chris Pflueger is a Certified Franchise Executive and a proven leader: • Established a national expansion plan for We Insure and grew th...
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Mergers & Acquisitions for Dummies author Bill Snow
In this episode, we are joined by Bill Snow, author of Mergers & Acquisitions for Dummies and an experienced M&A professional with over 30 years of professional experience, including almost two decades as an investment banker. We talk about all aspects of mergers & acquisitions, how to properly plan for a deal and avoid the most-likely pitfalls, along with Pulp Fiction, poker, Milwaukee Cheesehead manufacturing, and the long-lost Chicago Bears. Bill's work includes business sales ...
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Exit Planning with Entrepreneur Mac Lackey
In this episode we are joined by Mac Lackey to discuss exit planning at every stage of the business life cycle. Mac is an American entrepreneur who has started, scaled and sold six companies (all seven or eight figure exits), most in health & wellness or internet commerce sectors. Mac advises entrepreneurs through his Exit DNA program. Mac discusses the vision owners should adopt to build the strategic value of their business and see the acquisition through the buyer's perspective. ...
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Digital Marketing and Building Value with Katie Wagner
In this episode we are joined by Katie Wagner, founder of @KWSMTeam. Katie specializes in branding, messaging, and ongoing marketing execution with the goal of helping clients generate and convert more leads. Her services include content creation, social media management, web development, SEO, digital advertising, PR & influencer marketing. KWSM is a full-service digital marketing agency that specializes in lead generation. Most of their clients are looking to grow their businesses throug...
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Navigating the M&A Market in 2023 with Kirk Michie
Kirk Michie of Candor Advisors provides his expert read on the current state of the M&A market in this uncertain economy with high inflation and interest rates and how it's all impacting mergers & acquisitions. Kirk has over 30 years of experience in mergers and acquisitions. He's worked in investment banking, private equity, and as an investment advisor. Today with Candor Advisors, he consults with owners and with businesses that are at the initial stages of exploring all their capit...