Business Exit Success Tom Poltersdorf Jr.

In this episode, I interview Marcia Barnes, a serial entrepreneur who grew a company from $2 million to over $400 million in revenue. She is now the Founder and CEO of Valve+Meter Performance Marketing transforming home service businesses through profitable marketing programs. Her goal at Valve+Meter is to 10x the value of 100 businesses by helping them find new customers to grow their business. 
She has bought over $500 million of direct-response marketing with more than 80% of them failing. Over the years she has learned you don't grow a business by buying marketing. You grow a business by testing, measuring, learning, and scaling successful tests. 
We discuss:
Getting permission to lead from your team to get transformational results in a business. Why marketing today is broken. When to outsource your marketing vs building an in-house team The importance in responding to lead times from prospective customer inquiries and actual statistics on how bad companies are doing this. What marketing metrics should you start tracking. Resources:
Marcia's website: Valve+Meter
Marcia's book: Here We Grow: The Marketing Formula to 10x Your Business and Transform Your Future
 
We provide Financial Advice to Small Business Owners Navigating Business Succession. Transition, Exit, or Grow your business without stress or uncertainty.
To learn more: https://beyondyourexitwm.com

Listen in as I break down the triple tax-free benefits of Health Savings Accounts (HSAs). Learn how HSAs allow pre-tax contributions, tax-free investment growth, and 100% tax-free withdrawals under specific guidelines. With insights on eligibility, contribution limits, and distribution strategies, this podcast is a must-listen for anyone considering the long-term financial benefits of HSAs.
Resources:
Qualified Medical Expenses One Pager
Medical & Dental Expenses: IRS Publication 502
HSAs & Other Health Plans: IRS Publication 969
 
We provide Financial Advice to Small Business Owners Navigating Business Succession. Transition, Exit, or Grow your business without stress or uncertainty.
To learn more: https://beyondyourexitwm.com

In this episode I discuss and compare the various exit options from two crucial perspectives, the importance of maximizing cash proceeds from the sale and the willingness to stay involved during the transition.
Gain an understanding of which exit options can lead to a higher cash payout, and which ones may require continued involvement in the business post-sale.
Resources:
Visual Aid: The Exit Matrix Graph
We provide Financial Advice to Small Business Owners Navigating Business Succession. Transition, Exit, or Grow your business without stress or uncertainty.
To learn more: https://beyondyourexitwm.com

Listen in as I discuss 7 Strategies to Exit a Business and describe the ideal candidates for each approach.
We provide Financial Advice to Small Business Owners Navigating Business Succession. Transition, Exit, or Grow your business without stress or uncertainty.
To learn more: https://beyondyourexitwm.com

In this episode, I highlight a section from episode #60 when I interviewed John Shirk, a business consultant for HVAC contractors. Listen in as I discuss 5 tactical strategies to improve the culture in your HVAC business and more!
We provide Financial Advice to Small Business Owners Navigating Business Succession. Transition, Exit, or Grow your business without stress or uncertainty.
For HVAC entrepreneurs to learn more, go here: https://beyondyourexitwm.com/hvac
To view this episode on YouTube>> @BusinessExitSuccess

In this episode, I interview Dr. John Sherk, an operations management consultant specializing in helping HVAC business owners compete for talent with culture and strategy instead of wage wars. 
We dive deep into specific strategies HVAC owners can leverage including:
How to hire and retain top talent so everything in your business doesn't solely depend on you What to do first BEFORE making your first hire Who should be your first hire 5 strategies to immediately improve your culture to attract talent and ensure they stay We provide Financial Advice to Small Business Owners Navigating Business Succession. Transition, Exit, or Grow your business without stress or uncertainty.
For HVAC entrepreneurs to learn more, go here: https://beyondyourexitwm.com/hvac
To view this episode on YouTube>> @BusinessExitSuccess
RESOURCES:
Operations Management Consulting: https://www.johnpsherk.com/
Inhouse Recruiting: https://operationslaboratory.com/