Exit Algorithms

Peter Vera
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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.

Episodes

  1. 2D AGO

    Exit Algorithms Episode #12: Unlocking Hidden Business Value with Charlie Heaton

    In this episode, Pete Vera sits down with Charlie Heaton, an industrial financial consultant with over 22 years of experience closing deals up to $400 million with firms like Bear Stearns and General Electric. Charlie shares his journey from aspiring pilot to exit strategist, revealing how forensic accounting uncovers hidden business value through cost segregation audits and strategic tax tools like charitable remainder trusts.​ They dive into what truly drives exit valuations beyond EBITDA: proprietary technology, recurring revenue strength, and transferable customer bases versus risky "good ol' boy" relationships. Charlie exposes common due diligence killers like customer concentration, poor receivables, and owner-dependent goodwill that doom over 50% of deals.​ Key Insights: -Get a cost segregation audit early: Accelerate depreciation from 33 years to 3-5, unlocking 6-7 figure tax savings transferable to buyers and boosting your multiple.​ - Audit customer concentration now: If top clients exceed 10-20% of revenue or rely on personal relationships, diversify to avoid deal-killing due diligence flags.​ -Plan tax-efficient exits: Use charitable remainder trusts to defer massive capital gains taxes, live off interest, and direct proceeds to legacy causes without lump-sum hits Whether you're scaling industrial ops or planning an exit, Charlie's tunnel analogy lights the path from quicksand to cash-out. Connect with Charlie at industrialexitstrategist@gmail.com Ready to build exit value? Visit www.BizExitGrow.com

    42 min

  2. DEC 3

    Exit Algorithms Episode #11: Scaling a Family Plumbing Business from Paper to Profit with Tony Leroy

    In this episode, I sit down with Tony Leroy, owner of J.D. Sewer & Sons, a family-run plumbing business serving southern Illinois for over three decades. Tony grew up in the industry, starting in the field at just 12 years old and taking over the company seven years ago. Since then, he has led one of the most impressive operational transformations in the home services space, moving from a completely paper-based operation to a modern, tech-enabled service provider. Want to connect with Tony? Email him at anthonyJLeroy@gmail.com​ Ready to build a business built to scale and exit? Visit BizExitGrow.com where we help founders preserve their legacy and build companies buyers actually want to own.

    23 min

  3. NOV 13

    Episode #10: Mastering Business Exits with Jason Alan Bohrer

    In this episode, Jason Alan Bohrer, a master of off-market M&A and strategic exits, breaks down his Mastery Framework—a 6-pillar method designed to help founders double their business value while optimizing for tax-efficient exits. We discuss key growth metrics, overcoming decisiveness challenges, and how breathwork and mindset practices are essential tools for business leaders navigating the stresses of exit planning. Whether you’re scaling up, preparing to sell, or building a lasting legacy, this conversation is packed with actionable insights to help you sell stronger and scale smarter. Want to learn more about Jason and his work? Connect with him on LinkedIn at www.linkedin.com/in/jasonalanbohrer or visit his website www.jasonalanbohrer.com. Ready to prepare your business for a powerful exit? Visit www.BizExitGrow.com for trusted systems and strategies that preserve legacies and accelerate growth.

    34 min

  4. NOV 1

    Episode #9: AI-Powered Lead Capture & Marketing Growth with InfraScale.ai Founders Zechariah Zanders & Rob Petrie

    In this episode, I sit down with Zechariah Zanders, a performance marketing strategist with over seven years of experience managing millions in paid media for Fortune 500 brands, and Rob Petrie, whose expertise in private equity and AI deployment complements Zechariah’s marketing skills. Together, they co-founded InfraScale.ai to transform how businesses operate and never miss leads using AI-driven voice and messaging systems. We discuss:– The founders’ backgrounds and the origin story of InfraScale.ai.– The “Pre-Funnel Fix” framework for identifying and plugging leaks in marketing funnels to increase efficiency and revenue.– How AI automates lead capture, qualification, and appointment booking to help service businesses scale beyond word of mouth.– The critical role of rapid response in sales conversion and how AI bridges timing gaps to capture more revenue.– Examples of AI systems driving more booked appointments and higher revenue for clients.– Balancing AI adoption with human roles to improve performance without replacing staff.– Practical guidance for business owners on starting with AI, selecting partners, and overcoming adoption challenges.– Predictions on the evolving role of AI in sales, marketing, and gaining competitive advantage. If you are a business owner looking to grow, this episode offers actionable insights on building AI-driven systems for scalable growth and successful exit planning. Want to learn more about Zechariah and Rob’s work? Connect with them on LinkedIn or visit InfraScale.ai to see how they power smarter customer engagement. Ready to grow and plan your exit? Visit BizExitGrow.com where thoughtful systems and strategies help build lasting value and legacy.

    47 min

  5. OCT 24

    Episode #8: Scaling Smarter with AI featuring Manny Soar

    In this episode, I sit down with Manny Soar, founder and CEO of AI Growth Factory and a seasoned growth strategist and business architect, to explore how AI-driven systems enable entrepreneurs to scale faster and smarter. We discuss: Manny’s journey from consulting at PwC and KPMG to founding one of Europe’s first online insurers and leading AI Growth Factory. How automation, data, and human creativity fuse to unlock growth while freeing founders from bottlenecks. Practical approaches to identify and implement AI and digital transformation that drive profit, efficiency, and enterprise value. The importance of leading change by focusing on people transformation as much as technology. How to find quick wins in sales, marketing, and finance using AI, and measuring impact and ROI. Why most technology projects struggle to scale and how to overcome adoption challenges. Manny’s predictions on AI, SaaS, and automation trends for the next 5 to 10 years. Whether you’re a founder, operator, or acquirer, this episode delivers actionable insights on growth, leadership, and exit readiness in the digital age. Want to learn more about Manny and his work? Connect with him on LinkedIn: https://www.linkedin.com/in/mannysoar/ Visit AIGrowthFactory.com to discover how they help businesses scale smarter. Ready to sell your business and secure your legacy? Visit BizExitGrow.com—where thoughtful exits help your business thrive long after you’ve stepped away, protecting both your brand and your team.

    46 min

  6. SEP 26

    Episode #7: Scaling with Systems: Operational Excellence, Teams & AI with David Hori

    In this episode, I sit down with David Hori, a seasoned operational leader, investor, and acquirer with over 25 years of experience, to explore what it really takes to scale a business and prepare for exit. We discuss: How to structure teams for growth and avoid the common trap of managing by abdication instead of true delegation. The keys to hiring, employee retention, and building high-performance organizations. Productivity strategies that drive focus and momentum—using time as a tool to accelerate growth. Why operational dysfunction can actually be a buyer’s opportunity, and what “meat on the bone” really means in acquisitions. The role of technology and AI in modern operations, and how change management determines whether adoption helps or hurts. Whether you’re a business owner, operator, or acquirer, this conversation is packed with actionable insights on scaling, leadership, and exit readiness.Want to learn more about David and his work? Connect with him on LinkedIn: www.linkedin.com/in/iamdavidhori/Want help building a company buyers actually want to own? Visit www.bizexitgrow.com to learn how we preserve legacies and grow businesses through thoughtful exits.

    30 min

  7. AUG 14

    Episode #6: Tech, AI & the Future of Logistics with Chad Pearson

    In this episode, I sit down with Chad Pearson, EVP of Sales at BPTS, to explore 30+ years of logistics and tech evolution. We discuss: How logistics technology has advanced from early GPS integrations to AI-driven automation. Why successful tech adoption depends on aligning tools with business processes and people. Practical strategies for implementing AI without overwhelming teams. The trends shaping the next decade of logistics—and how to stay competitive in a fast-changing market. Whether you’re a 3PL, carrier, or shipper, this conversation is packed with actionable insights on blending technology, process, and human talent for optimal results.Want to learn more about the incredible work Chad and BPTS are doing? Check out their website at https://www.bptsllc.com/

    22 min

  8. AUG 1

    Episode #5: Finding Meaning Beyond Success with John Graham

    In this episode of Exit Algorithms, Pete Vera interviews John Graham, a seasoned adventurer and advocate for purposeful living. John shares his incredible life story—from near-death experiences and war zones to leading the Giraffe Heroes Project—revealing how service and courage can create lasting meaning beyond business success. Entrepreneurs and listeners alike will find inspiration and practical advice for building a fulfilling legacy and a life of impact. Ready to plan your business exit or grow with purpose? Check out www.BizExitGrow.com for expert guidance and resources tailored to entrepreneurs like you. Want to learn more about John Graham and the Giraffe Project? Reach out to him at graham@giraffe.org or check out the website at www.giraffe.org.

    49 min

  9. JUL 19

    Episode #4: Preparing Your Business for Long-Term Value with Anthony James of Harris Computer

    In this episode of Exit Algorithms, Pete Vera sits down with Anthony James, a corporate development expert at Harris Computer—part of the renowned Constellation Software family. They dive into what makes a business truly acquisition-ready, the emotional hurdles that stall deals, and why Harris takes a “forever home” approach rather than flipping companies. Anthony shares powerful insights on how business owners—especially outside the software space—can future-proof their operations through better financial clarity, strategic AI adoption, and mission-critical customer relationships. Whether you're two years out from an exit or just starting to plan, this is a masterclass in long-term value creation. Want to learn more? check out the links below: -Anthony James: linkedin.com/in/anthony-james-3582541bb-Harris Computer: www.harriscomputer.com -Harris Computer LinkedIn: linkedin.com/company/harris-computer-systems Want help building a company buyers actually want to own? Visit www.bizexitgrow.com to learn how we preserve legacies and grow businesses through thoughtful exits.

    28 min

  10. JUL 3

    Episode #3: AI, Automation & Freight with Brad Gutteridge

    In this episode of Exit Algorithms, Pete sits down with Brad Gutteridge — AI strategist, business owner, and transportation tech veteran — to unpack how AI is reshaping the freight and logistics world. Brad shares lessons from decades in tech, insights on why transportation lags in AI adoption, and practical steps leaders can take to automate the right parts of their business without losing the human touch. -Need help Implementing AI Automation in your business? Check out Brad Gutteridge on LinkedIn at https://www.linkedin.com/in/bsgutt/ -Looking to sell your business and secure your legacy? Visit ⁠https://www.bizexitgrow.com/⁠—where your business’s future is in good hands.

    45 min

  11. JUN 20

    Episode #2: The Future of Freight with Seth Clevenger from Transport Topics

    In this episode of Exit Algorithms, Pete Vera sits down with Seth Clevenger, managing editor of Features and Multimedia at Transport Topics and host of the TT Roadsigns podcast. With over 14 years on the front lines of trucking and logistics journalism, Seth shares his insights on how AI and automation are rapidly transforming the 3PL and transportation sectors. The conversation covers: The evolution of technology in freight, from early TMS platforms to the rise of generative AI and agentic tools. How process automation is reshaping communications, pricing, and back-office operations for brokers and carriers. The challenges and opportunities for small and mid-sized operators as tech adoption accelerates. Real-world examples from trade shows and industry leaders, plus a candid look at the hurdles of implementing new tech, from cost constraints to workforce adaptation. The state of autonomous vehicles and electric trucks—where these innovations fit today, and what the future holds for drivers and fleets. Seth’s predictions for the next decade in freight tech, including the growing importance of fraud prevention, data analytics, and adapting to global trade uncertainty. If you want a clear-eyed view of where freight technology is headed and how to stay competitive, this episode delivers expert perspective and actionable advice. Listen to the TT Roadsigns Podcast: Spotify: https://open.spotify.com/show/3pLQvWfG0hQn1rQf3i4B6K Apple Podcasts: https://podcasts.apple.com/us/podcast/roadsigns/id1437133335 https://www.ttnews.com/road-signs Looking to sell your business and secure your legacy? Visit https://www.bizexitgrow.com/—where your business’s future is in good hands.

    35 min

  12. JUN 6

    Episode #1: Peak Performance & AI with Andy Murphy

    In this episode of Exit Algorithms, peak performance coach Andy Murphy dives deep into how entrepreneurs can multiply the value of their business through cutting-edge strategies from private equity and performance psychology. We explore the mindset shifts, productivity insights, and tech tools that forward-thinking business owners can leverage to automate operations and position themselves for a high-value exit. Whether you're building to sell or just want to operate at a higher level, this one’s packed with actionable gold. Connect with Andy Murphy: Visit https://andymurphy.online to learn more about his coaching, programs, and podcast. Looking to exit your business soon? Discover how we help owners preserve their legacy and grow their business beyond the sale at www.BizExitGrow.com

    51 min
  • 12 Episodes

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.

Information

  • Creator
    Peter Vera
  • Years Active
    2K
  • Episodes
    12
  • Rating
    Clean
  • Copyright
    © Peter Vera
  • Show Website
    Exit Algorithms