100 episodes
The Exit Plan Podcast Dana Robinson and Nathaniel Broughton
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- Economía y empresa
Exit Plan is a podcast for business owners and those who want to be business owners. I’m always in search of the lesser known stories of entrepreneurship. In the Exit Plan podcast, you’ll hear stories from start up to sale, and hear from the professionals who helped business owners achieve their exit. Hosted by me, author and private equity manager Dana Robinson, along with my co-hosts and guests, you’ll hear real stories, tips, and tools that will help you plan for the exit you want, whether you are still working a day job or already running a business.
From their studio in sunny San Diego, the Opt Out Life welcomes guests who are solopreneurs, entrepreneurs, travelers, and creatives, who are proof that you can choose lifestyle over money . . . But still make money, too.
Each episode of the Opt Out Life podcast combines the incredible entrepreneurial stories of our friends, with an instructional approach to applying the tactics people are using right now to earn passive income and travel the world. Our guests live non-traditional lives, without job titles, and often without jobs at all. They wear t-shirts and have no boss. They spend time doing what they want, traveling and earning substantial income in creative ways.
We invite you to join the ranks of people who live the Opt Out Life.
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Business Valuation (ft. Phillip Cooper)
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
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Website: www.palmtreellc.com
On LinkedIn: https://www.linkedin.com/in/phillip-cooper-43a1908/
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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
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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! -
Market Positioning (ft. Jason Somerville)
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
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Website: www.gw.partners/
On LinkedIn: https://www.linkedin.com/in/jason-somerville-7273b71a/
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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
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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! -
Being an Outlaw (ft. Alex Prasad)
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
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Alex's Email: Aprasadagislaw.com
On LinkedIn: https://www.linkedin.com/in/alexprasad/
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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! -
Navigating Business Exits (ft. Chris Kurwie)
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
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Chris's Website: www.bizmahq.com
On LinkedIn: https://www.linkedin.com/in/kurwie/
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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! -
The Entrepreneurial Journey (ft. Reid Tileston)
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
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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
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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! -
Family-Owned Businesses (ft. Chris Parisi)
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.
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Email Chris: cparisi@carlmarks.com
On LinkedIn at https://www.linkedin.com/in/cfparisi/
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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!