Exit Algorithms

Peter Vera

Unlock growth, streamline operations, and prepare your business for a high-value exit. Exit Algorithms features founders, 3PL leaders, and forward-thinking execs who share proven strategies for leveraging technology, automation, and AI to maximize value so you can scale smarter and sell stronger. Tailored for business owners who want to grow, scale, and plan a successful exit.

  1. 14H AGO

    Supply Chain Hiring, Retention, and Exit Planning with Charlie Saff

    In this episode, I sit down with Charlie Safro, founder and CEO of CS Recruiting, to break down what it really takes to build a people-first recruiting firm, scale through uncertainty, retain top talent, and navigate an exit without losing the culture that made the business work in the first place.​ Charlie bootstrapped CS Recruiting from an accidental start into a leading supply chain recruiting firm, helped grow a transportation technology company to 110 employees before its sale, and recently sold her own company after 15 years of building it. We also get into why recruiting should focus on retention, how hybrid work became part of her culture long before it was mainstream, and why AI is creating as much noise in recruiting as it is efficiency.​ We discuss:​ – How Charlie went from marketing into recruiting, helped scale her husband's transportation technology company, and turned a side stream of referrals into CS Recruiting.​ – The early leap-of-faith moment that forced her to hire her first employee and build capacity before she fully knew how she would deliver.​ – Why scaling a service business is a constant balancing act between market demand, team capacity, and responsible hiring.​ – How a personal childcare need helped shape a hybrid work culture years before remote work became standard.​ – What finally pushed her to consider selling after years of saying she had no exit strategy, and how burnout and client demand both played a role.​ – Why the right buyer was not just about price, but about preserving her team, client relationships, and the integrity of the brand.​ – The biggest hiring mistake business owners make: hiring a warm body instead of recruiting to retain.​ – Why retention comes down to simple human behavior like trust, recognition, and actually knowing your employees beyond their job title.​ – Her candid take on AI in recruiting, where it helps with speed and admin work, and where it creates noise, fake applications, and more work for humans.​ If you are a founder, operator, or supply chain leader trying to hire better, retain longer, and build a business that is both scalable and sellable, this episode is packed with practical insight.​ Want to learn more about Charlie's work? Follow Charlie Safro and CS Recruiting on LinkedIn (https://www.linkedin.com/in/charliesaffro/), where she regularly shares advice on hiring, retention, job search strategy, and leadership.   Ready to grow and plan your exit? Visit www.BizExitGrow.com where thoughtful systems and strategies help build lasting value and legacy. Chapters:​ 0:00 Introduction to Charlie Safro and CS Recruiting​ 0:55 Charlie's background in marketing, transportation tech, and recruiting​ 3:05 Building CS Recruiting from an accidental start​ 4:00 The early leap that forced her to scale​ 6:24 Hiring, layoffs, and the balance of scaling responsibly​ 9:25 How hybrid work became part of the company culture early​ 12:50 Thinking about an exit after years without a plan​ 15:33 Burnout, timing, and putting the idea of a sale into the universe​ 16:28 Why HireWell was the right fit​ 19:44 What she would do differently before diligence​ 21:31 Common hiring mistakes business owners make​ 23:24 Talent retention and treating employees like humans​ 25:50 AI in recruiting: efficiency vs noise​ 30:36 Tools, prompts, and where AI actually helps​ 33:07 One practical tip for business owners​ 35:02 Where to find Charlie online

    36 min
  2. How to Buy a Business with No Money Down: Roll-Up Strategy with Lexson Mathieu

    6D AGO

    How to Buy a Business with No Money Down: Roll-Up Strategy with Lexson Mathieu

    Lexson Mathieu is the co-founder of Odase Investment Consortium, a holding company that acquires and scales operating businesses across fragmented industries. Before stepping into M&A, Lexson was an undefeated professional boxer and IBF champion who walked away from his belt during COVID, cashed out of crypto at the top of the market, and used that discipline to make 10,000 cold calls before closing his first acquisition, a $5.4 million trucking company with little to no capital down.​ We discuss: – Lexson's journey from professional boxing and international gold medals to crypto exits and business acquisitions, and why resilience was the common thread throughout.​ – How he built Odase Investment Consortium by giving equity to lawyers, accountants, and industry experts he had never met in person, and why that unconventional bet paid off.​ – The 10,000 cold calls it took to land his first deal, why motivated sellers are the only sellers worth pursuing, and how to identify them fast.​ – How Lexson acquired his first $5.4M trucking company with little to no capital and saved over $100,000 in the first two months by renegotiating fuel, insurance, and maintenance contracts.​ – Why bigger deals are actually easier than small ones, why the drama is the same at $100 and $6 million, and how his roll-up strategy works across trucking and moving companies.​ – His approach to building accountable management teams, why he keeps no more than five direct reports, and why he describes himself as Nick Fury, not Iron Man.​ – A contrarian take on AI and why he trusts human judgment over automation for mission-critical decisions in his business operations.​ – His one practical tip: a weekly self-accountability report that he credits as a game changer for personal and business performance.​ Want to connect with Lexson? Find him on Instagram (@Lexson Mathieu) and send him a direct message.​ Ready to grow and plan your exit? Visit www.BizExitGrow.com where thoughtful systems and strategies help build lasting value and legacy.​ Timestamps: 0:00 Introduction: Exit Algorithms with Lexson Mathieu 1:00 Why Lexson Lists Himself as Chief Business Development Officer, Not CEO 1:45 Boxing Background: From Amateur Gold Medals to IBF Undefeated Pro 3:00 Walking Away From the Belt: How COVID Changed Everything 3:30 Moving to Mexico, Going All In on Crypto, and Exiting at the Top 4:30 Founding Odase Investment Consortium and Giving Equity to Strangers 5:30 Following the Dan Peña Model: Your First 100 Million 6:00 18 Months and 10,000 Cold Calls to Close the First Deal 7:00 First Acquisition: $5.4M Trucking Company with No Money Down 8:30 How Boxing Built the Resilience to Take Rejection in Business 10:30 What Makes a Business Attractive Beyond EBITDA: The Motivated Seller 12:30 How a Seller Can Prepare for a Successful Exit and Be Part of the Solution 15:00 Line of Credit as a Business Asset: Why Sellers Should Build It Now 16:30 Asset-Heavy vs. Asset-Light: Lexson's Preference in Trucking 17:30 Saving $100K in the First Two Months Post-Acquisition 20:00 Stretching Payables and Building Working Capital as a New Owner 21:30 Growth Through Acquisition: How Lexson Closed Deal Two Just Four Months Later 23:00 Why Bigger Deals Are Simpler Than Small Ones 25:00 Integrating a Trucking and Moving Company: Synergies and Challenges 27:30 Building Accountable Management Teams: The Nick Fury Model 29:00 Hiring Mistakes, Firing Fast, and Screening for Red Flags 31:00 Using Industry Experts for Equity to Secure Financing 33:00 A Contrarian Take on AI: Where Lexson Draws the Line 35:00 Technology That Has Transformed His Moving Company Operations 38:00 KPIs That Actually Matter: Why Lexson Focuses on the Top Line and Deal Flow 41:00 Playing to Your Strengths: Why He Does M&A, Not Trucking Sales 43:00 Practical Tip: The Weekly Self-Accountability Report

    44 min
  3. Revenue-First Marketing and Exit Planning for Small Business with Robyn Goldenberg (#29)

    MAR 4

    Revenue-First Marketing and Exit Planning for Small Business with Robyn Goldenberg (#29)

    Robyn Goldenberg is the president of Strategy Leaders, a 30-year-old business consulting firm, and co-founder of Find Staff, helping small and mid-sized businesses hire skilled global team members faster and with less friction. In this episode, Robyn breaks down exactly what it takes to move from a business that runs on the owner to one that is scalable, profitable, and ready to sell.​ We discuss: – The "messy middle" between $1M and $10M in revenue, why business owners become the bottleneck, and the benchmark milestones that require a new set of skills at each stage.​ – The time audit method: a simple framework for identifying which tasks to delegate now, which to delegate with training, and which only you should do.​ – Why vanity metrics are the enemy of revenue-first marketing, and how a true fractional CMO connects every marketing dollar directly to sales outcomes.​ – Hiring for soft skills over hard skills, why cultural fit beats technical ability, and how to determine the right role before you ever post a job listing.​ – What buyers actually need to see when they evaluate a business for acquisition, including clean financials, cash flow proof, and a company that can run without its owner.​ – How Robyn thinks about AI for small business, why rolling it out too fast creates disruption, and a simple rule for identifying where automation belongs in your business.​ Want to learn more about Robyn's work? Visit strategyleaders.com or email robin@strategyleaders.com.​ Ready to grow and plan your exit? Visit www.BizExitGrow.com where thoughtful systems and strategies help build lasting value and legacy.​ Timestamps: 0:00 Introduction: Exit Algorithms with Robyn Goldenberg 1:00 Robyn's Background: Strategy Leaders and Fine Staff 3:15 The Messy Middle: $1M to $10M Revenue Bottlenecks 5:30 Revenue Benchmarks and When Structure Changes Everything 8:00 Building a Solid Foundation: The Time Audit Framework 10:30 Calendar Blocking, Delegation, and the Business Owner as Athlete 13:00 How to Eliminate Owner Dependency Step by Step 17:00 The Right Way to Make Your First Hire 19:30 Hiring for Soft Skills and Cultural Fit 22:00 Revenue-First Marketing vs. Post and Pray 25:00 Vanity Metrics and Why Narrowing Your Audience Works 28:30 Preparing Your Business for Exit: What Buyers Need to See 32:00 Clean Financials, Cash Flow, and Why Separation Matters 34:00 AI for Small Business: Where to Start and How to Roll It Out 40:00 Why AI Replaces Unwillingness to Grow, Not People 41:30 Final Takeaway: Ask for Help and Build Community

    43 min
  4. From $100 to a $30M Private Equity Exit: Lessons from Serial Entrepreneur Lenny Feinstein (#28)

    MAR 4

    From $100 to a $30M Private Equity Exit: Lessons from Serial Entrepreneur Lenny Feinstein (#28)

    In this episode, I sit down with Lenny Feinstein, a serial entrepreneur who bootstrapped multiple eight-figure businesses from the ground up and successfully exited both a commercial cleaning company at $30 million in revenue to private equity, and a 512-unit property management portfolio in Tampa.​ We discuss: – Lenny's unconventional journey from juvenile delinquent and hitchhiker to building a cleaning company from a $100 investment and a moped, serving over 1,000 restaurants a night across 30 states.​ – Why undercapitalization is one of the most brutal lessons in scaling, and how taking on rapid growth without working capital forced Lenny to cut his own salary while the business expanded.​ – How Lenny evolved from doing everything himself to building a full C-suite, including a CFO, COO, and CTO, and why that organizational structure was critical in attracting private equity.​ – The costly three-year odyssey to sell his cleaning business, why they hired the wrong brokers and investment bankers, and what he wishes he had known about reviewed and audited financials before going to market.​ – What private equity is actually looking for when they evaluate a business, including clean financials, low risk profiles, SOPs, employee culture, and vendor compliance systems.​ – Why Lenny recommends starting exit preparation from day one, and the key steps to take at least one year before you plan to go to market.​ – How Lenny transitioned from real estate investing to business acquisitions through his independent sponsor private equity group, and why he sees business investing as a more scalable model.​ – His take on AI, why he does not see it as a bubble, and why adapting to change, from the first cell phone to ChatGPT, has always been his superpower.​ If you are a business owner looking to scale smarter and prepare your company for a high-value private equity exit, this conversation is packed with battle-tested insights from someone who has done it the hard way.​ Want to learn more about Lenny's work? Visit www.emccapitalgroup.com or email him at lenny@emccapitalgroup.com.​ Ready to grow and plan your exit? Visit www.BizExitGrow.comwhere thoughtful systems and strategies help build lasting value and legacy.​ Time Stamps: 0:00 Introduction: Exit Algorithms Podcast with Lenny Feinstein 1:18 Lenny's Background: From Juvenile Delinquent to Serial Entrepreneur 5:00 Starting the Cleaning Company with $100 and a Moped 7:45 Niching into Restaurants, Hotels, and Country Clubs 9:30 Bringing on Partners and Building a Company to $30 Million 12:10 The Working Capital Trap: Taking on Growth Without Cash Reserves 15:00 Evolving Leadership: From Operator to CEO 17:15 Lessons Learned: The 3-Year Odyssey to Sell the Business 19:00 What Private Equity Actually Looks For in a Business 22:00 When to Start Preparing for an Exit and How 25:00 Vendor Compliance, Risk Management, and Reducing Red Flags 27:30 Why Private Equity Is the Most Sophisticated Risk Assessor 29:00 Real Estate vs. Business Investing: Why Lenny Made the Switch 33:00 Finding the Right Partners: Lessons from Two Decades of Deals 37:15 Technology and AI: Adapting to Change as a Superpower 42:00 Is AI a Bubble or Here to Stay? 44:30 What Got Lenny Back After Retirement 49:00 Conclusion: Connecting with EMC Capital Group

    53 min
  5. M&A Secrets & Exit Planning: Maximizing Business Value with Cameron Bishop (#27)

    MAR 1

    M&A Secrets & Exit Planning: Maximizing Business Value with Cameron Bishop (#27)

    In this episode, I sit down with Cameron Bishop, Managing Director at Raincatcher, an award-winning national business brokerage and M&A advisory firm, to break down how entrepreneurs can maximize the value of their life's work before a high-value exit.​ We discuss: – Cameron's unusual 40-year career path, from journalism to scaling a business to $400 million in revenue, and his hard-learned lessons from his very first M&A deal.​ – Why the biggest barrier to scaling is often being undercapitalized, and how business owners mistakenly assess the parts of their strategy that are actually working.​ – The difference between working "in" your business versus working "on" it, and why most owners spend 95% of their time focused on the wrong value drivers.​ – Why owner dependency is a massive red flag for buyers, and how empowering a number-two manager drastically increases business valuation.​ – The critical importance of clean financials, and why switching from cash-basis to accrual-based accounting is a deal-maker (or deal-breaker) during M&A due diligence.​ – A behind-the-scenes look at the 9-to-10-month investment banking process for selling a lower-middle-market company, from the initial NDA to the final wire transfer.​ – How AI tools like Gemini are actively accelerating industry research and M&A due diligence, while recognizing which industries AI is genuinely disrupting versus supplementing.​ If you are a business owner looking to scale smarter, clean up your financials, and prepare for a high-value exit, this conversation is packed with actionable insights on the M&A process and maximizing enterprise value.​ Want to learn more about Cameron's work? Visit www.raincatcher.com, email him at cameron.bishop@raincatcher.com, or connect with him on LinkedIn (https://www.linkedin.com/in/cameron-bishop-19b6804/).​ Ready to grow and plan your exit? Visit www.BizExitGrow.com where thoughtful systems and strategies help build lasting value and legacy.​ Time Stamps: 0:00 Introduction: Exit Algorithms Podcast with Cameron Bishop 1:16 Cameron Bishop's Background: From Journalism to Investment Banking 4:51 Navigating Recessions and the Media Industry Turnaround 6:06 The Biggest Constraints When Scaling a Business 8:09 M&A Exit Strategy: Begin With the End in Mind 10:42 When Should Business Owners Start Preparing for an Exit? 14:17 Red Flags for Buyers: Accounting Mistakes and Owner Dependency 19:51 The Investment Banking M&A Process Explained 23:24 Valuations: How the Market Ultimately Sets the Price 28:48 Navigating the Letter of Intent and Exclusivity Period 31:13 How Artificial Intelligence is Disrupting M&A Diligence 35:28 AI in Small Business: Threat or Value-Add? 40:12 Cameron's Top Practical Tips for Business Owners 42:17 Conclusion: Connecting with Raincatcher

    44 min
  6. Business Resilience & Exit Planning: Scaling Beyond the Founder with Mike Stoll (#26)

    FEB 28

    Business Resilience & Exit Planning: Scaling Beyond the Founder with Mike Stoll (#26)

    In this episode, I sit down with Mike Stoll, Co-founder of Ready Smart Go and the Business Resilience Society, to explore how entrepreneurs can build companies that survive disruptions and secure high-value exits.​ We discuss: – Mike's 30-year journey from founding TMC Computer Services to building frameworks for business resilience, and how his early experiences shaped his perspective.​ – Why taking on loans can threaten cash flow and the importance of preparing a rainy-day fund for slow seasons.​ – The chasm of owner independence and how to cross it by delegating tasks, hiring virtual assistants, and forming strategic partnerships.​ – Why having a strong vision, mission, and core values is the absolute foundation for overcoming unexpected business disruptions.​ – The shift from working in your business to on your business, and why this is the biggest driver for increasing your company's valuation.​ – Mike's perspective on the evolution of technology, from the pre-PC IBM era to the massive impact Artificial Intelligence will have on small businesses.​ If you are a business owner looking to scale smarter, navigate crises, and prepare for a successful exit, this conversation is packed with actionable advice on operations and resilience.​ Want to learn more about Mike's work? Visit ReadySmartGo.org or connect with him on LinkedIn (https://www.linkedin.com/in/mike-stoll-055325b/).​ Ready to grow and plan your exit? Visit www.BizExitGrow.com where thoughtful systems and strategies help build lasting value and legacy.​ Time Stamps: 0:00 Introduction: Exit Algorithms Podcast with Mike Stoll 2:38 Mike Stoll's Background: From Early Side Hustles to Business Consulting 5:20 The Impermanence of Business: Why Change is Inevitable 8:11 Building Business Resilience: Overcoming Unexpected Disruptions 10:20 Vision, Mission, and Values: The Foundation of Growth 12:26 Cash Flow Management: The Danger of Business Loans 18:03 Preparing for the Winter: Building a Rainy Day Fund 22:40 Crossing the Chasm: Achieving Owner Independence 26:47 Scaling Your Business: Hiring Virtual Assistants and Delegating 28:45 Working ON Your Business vs IN Your Business 32:16 Reducing Business Risk to Increase Exit Valuation 44:58 The Evolution of Technology: From IBM to the Internet 47:04 AI in Small Business: The Next Big Technological Shift 52:19 Conclusion: Connecting with Ready Smart Go

    54 min
  7. How to Sell Your Business for More with Liz Macrae of Village Wellth (#25)

    FEB 26

    How to Sell Your Business for More with Liz Macrae of Village Wellth (#25)

    Liz Macrae is co-founder and president of Village Wellth, a certified exit planning advisor, former business broker, and two-time entrepreneur who has lived the full buy-build-sell cycle. Under her leadership, Village Wellth acquired Buyandsellabusiness.com, a marketplace that has facilitated over $4.5 billion in successful transactions. She now leads a platform built entirely for the buy side, helping self-funded searchers find, evaluate, and close deals smarter.​ In this episode, we cover exit readiness, business valuation, the real M&A deal killers buyers find in due diligence, how to build owner independence, and how AI is reshaping the acquisitions landscape for both buyers and sellers.​ If you are a business owner planning to sell, or an entrepreneur looking to grow through acquisition, this episode is packed with practical insight you can act on immediately.​ Chapters: – 0:00 Introduction and Liz's background​ – 1:28 From self-funded searcher and franchise owner to business broker and exit planner​ – 4:16 Why Liz pivoted fully to the buy side in 2020​ – 6:06 The exit readiness audit: motivation, valuation expectations, and deal readiness​ – 8:03 How long does it really take to prepare for a business exit?​ – 9:34 Why contracts and recurring revenue matter to buyers​ – 11:09 Customer concentration: the biggest deal breaker​ – 12:19 Common due diligence deal killers: employment agreements, family in the business, messy financials​ – 14:41 Seller financing and earn-outs: what they really signal​ – 15:11 Building owner independence: right people in right seats and the vacation test​ – 19:40 How AI and Notion are changing how Village Wellth builds SOPs​ – 21:20 What actually drives business valuation: recurring revenue vs. repeat revenue​ – 24:03 Inside Village Wellth's two-sided M&A marketplace​ – 26:29 AI deal management platform: deal rooms, SIM analysis, SBA eligibility, and LOI generation​ – 30:03 The AI tools Liz is using today and where the industry is heading​ – 32:09 How AI is disrupting M&A, creating new business models, and changing how buyers reach sellers​ – 34:49 Will AI replace the human in business? Liz's take on trust, connection, and authenticity​ – 39:04 Liz's one practical tip for business owners this week​ – 41:44 Where to find Liz and Village Wellth​ Want to learn more about Liz's work? Visit villageWELLTH.com (W-E-L-L-T-H) or connect with her on LinkedIn (https://www.linkedin.com/in/elizabethmacrae/).​ Ready to grow and plan your exit? Visit www.BizExitGrow.com where thoughtful systems and strategies help build lasting value and legacy.

    43 min
  8. Fractional CFO Secrets: Cash Flow, Taxes & Exits with Joe Dunaway (#24)

    FEB 21

    Fractional CFO Secrets: Cash Flow, Taxes & Exits with Joe Dunaway (#24)

    In this episode, I sit down with Joe Dunaway, President and CEO of Vici Financial and serial entrepreneur, to break down how small business owners can move from financial anxiety to financial authority through better cash flow management, proactive tax strategy, and the systems that make a business both scalable and exit-ready.​ We discuss: – Joe's path from the Marine Corps to serial entrepreneur to fractional CFO, and how military discipline gave him the language of accountability that he now translates into financial clarity for business owners.​ – The most common financial mistakes Joe diagnoses early on, from mixing personal and business accounts to misclassifying debt repayments as expenses, and why accounting 101 still trips up experienced operators.​ – The key metrics every growing business should track, including cash runway, labor percentage to revenue, gross margin, and receivables aging, and why cash is truly the one thing that can kill a thriving business.​ – How proactive tax strategy differs from reactive tax filing, why Joe plans 18 months in advance for his clients, and the two most common tax mistakes he sees: wrong entity structure and poor timing of estimated payments.​ – The S-Corp election threshold, how to maximize the QBI deduction, and why aligning your tax strategy with your retirement strategy is a conversation that needs two people in the room.​ – Owner independence, SOPs, and why documenting your playbooks, cross-training your team, and replacing yourself in daily operations is not just smart leadership, it is the single biggest driver of business valuation and a clean exit.​ – How Joe uses ChatGPT and AI-friendly software like QuickBooks to reduce decision fatigue, surface variance detection, and free up time for higher-value client work, while keeping the human judgment that AI still cannot replace.​ – Where Joe sees AI taking the accounting and financial services industry, including consolidation among tech-averse firms, and why the businesses that embrace it now will have a real competitive edge.​ If you are a business owner looking to clean up your financials, build systems that scale, and prepare for a high-value exit, this conversation is packed with actionable insight on fractional CFO services, cash flow management, tax strategy, and owner independence.​ Want to learn more about Joe's work? Visit vicifinance.com or connect with him on Instagram at @ViciFinancial and @TheJoeDunaway.​ Ready to grow and plan your exit? Visit www.BizExitGrow.com where thoughtful systems and strategies help build lasting value and legacy.​ Time Stamps: 0:00 Introduction - Exit Algorithms Podcast with Joe Dunaway 0:42 Joe Dunaway's Background - From Marine Corps to Financial Services 1:04 Building Vichi Financial - Bookkeeping, Payroll & CFO Services 1:22 Early Stage Financial Mistakes - Separating Personal & Business 2:44 Common Financial Issues Business Owners Face 4:37 Financial Education - Understanding P&L and Balance Sheet 7:57 Key Metrics to Track for Business Growth - Cash, Labor & Margins 10:06 Cash Flow Management - Why Most Businesses Fail 14:30 Financial Strategy for Business Exit and Sale Planning 17:56 Owner Dependence Problem - Replacing Yourself in the Business 22:36 Documenting Systems - SOPs, Playbooks & Battle Plans 27:19 Working ON vs IN Your Business 30:43 Common Tax Strategy Mistakes - Timing and Entity Errors 34:10 S-Corp Election - When to Make the Switch 37:58 Tax Strategy and Retirement Planning Alignment 42:02 AI and Standard Operating Procedures

    44 min

About

Unlock growth, streamline operations, and prepare your business for a high-value exit. Exit Algorithms features founders, 3PL leaders, and forward-thinking execs who share proven strategies for leveraging technology, automation, and AI to maximize value so you can scale smarter and sell stronger. Tailored for business owners who want to grow, scale, and plan a successful exit.