Exit Algorithms

Peter Vera
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  • 비즈니스
  • 매월 업데이트

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. 4시간 전

    Every Dollar You Spend Costs You 20 at the Closing Table | Joshua Gould (#102)

    Own a logistics business doing $2M or more in revenue? Apply for a confidential Business Valuation Call to learn what your company could be worth: https://www.bizexitgrow.com/valuation-call WHY THIS MATTERS FOR LOGISTICS OWNERS Joshua walked through a plumbing company with five trucks doing $5 million to show how this works. Normal multiple of four to five times cash flow. But if the owner answers every phone and does every quote, a buyer expects to lose half the revenue while fixed costs stay put, which can wipe out the profit entirely. The same math applies to a trucking company where the owner holds every shipper relationship. Joshua Gould is Group CEO of thebigword, a global language services and technology company delivering translation and interpretation in over 250 languages across more than 80 countries. He helped grow the business from $6 million to over $100 million in revenue, sold it to a US private equity firm in 2021, and stayed on to lead a $20 million investment into AI and automation. In this episode, Pete Vera and Joshua cover what buyers actually price, why every dollar of waste multiplies against you at exit, and why owner dependence can take a valuation to nothing. TIMESTAMPS 00:00 Meet Joshua Gould 01:16 From defense contracting to CEO of thebigword 02:53 The advice nobody dares give about choosing a buyer 04:00 Roll equity and why the partner is a marriage 05:16 Watching his father go through the day after 07:09 The paradigm shift from long term to short term 08:30 Why cash flow is the only number 10:25 Cutting waste without gutting the business 12:39 The windowless office and the $140,000 plane ticket 13:40 How far in advance to start 14:44 The Uber Eats and credit card analogy 18:24 Why he hires leaders, not culture 20:59 Always be recruiting, even when you cannot afford it 23:52 Treating inflation as a choice 26:49 How being the bottleneck can zero out your valuation 32:00 Selling AI since 2006 and what happened with Honda 38:14 End product AI versus AI agents 40:17 Joshua's practical tip CONNECT WITH JOSHUA LinkedIn: https://www.linkedin.com/in/joshuadgould thebigword: https://thebigword.com His podcast: Execcraft LISTEN YouTube: https://www.youtube.com/@ExitAlgorithms Spotify: https://open.spotify.com/show/2lTaP8U9DIJhI0VbwHn5t9 Apple: https://podcasts.apple.com/us/podcast/exit-algorithms/id1820424898 Ready to plan your next chapter? Book a confidential call: https://www.bizexitgrow.com/valuation-call #ExitPlanning #BusinessValuation #CashFlow #PrivateEquity

  2. 5일 전

    Why Owners Need 2 to 3 Years Before Selling | Buy and Build Advisors (#101)

    Own a logistics business doing $2M or more in revenue? Apply for a confidential Business Valuation Call to learn what your company could be worth: https://www.bizexitgrow.com/valuation-call David Girault and Andrew Lamb co-founded Buy and Build Advisors, a Texas-based firm that helps lower middle-market owners understand what their business is worth and prepare to buy, build, or sell. David is an M&A attorney, Certified M&A Advisor, and former trucking owner. Andrew is a Certified Exit Planning Advisor who spent 25 years across Digital Equipment, Compaq, and HP, finishing as head of transformation. Their book Clarity Before Capital is out now! In this episode, Pete Vera, David, and Andrew cover the gap between what owners think their business is worth and what buyers pay, plus a playbook for removing owner dependence. WHAT YOU WILL LEARN Why two to three years is the real minimum runway before sellingWhy valuation is a range set by the market, with your position in it set by youHow reviewed and audited financials can add a full turn to your multipleThe four reasons buyers acquire: market share, team, IP, and suppliersThe 1-3-1 process that tests how dependent your team is on you TIMESTAMPS 00:00 Meet David Girault and Andrew Lamb 08:03 Valuing with your heart instead of the market 10:46 Why the runway is two to three years 12:03 Valuation is a range, and you choose where you land 14:43 The accounting cleanup that compounds 17:57 What operational due diligence examines 25:14 The four reasons anyone acquires a company 28:21 The owner dependence playbook 38:06 The 1-3-1 process 46:30 Their practical tip A buyer is acquiring a predictable stream of future cash flows. Anything that makes your business look more predictable raises the number. CONNECT WITH DAVID AND ANDREW https://buyandbuildadvisors.com Book: Clarity Before Capital on Amazon https://www.amazon.com/dp/1972014226?lv=shuf&channelId=481&plpRedirect=mhFallback LISTEN YouTube: https://www.youtube.com/@ExitAlgorithms Spotify: https://open.spotify.com/show/2lTaP8U9DIJhI0VbwHn5t9 Apple: https://podcasts.apple.com/us/podcast/exit-algorithms/id1820424898 Ready to plan your next chapter? Book a confidential call: https://www.bizexitgrow.com/valuation-call #ExitPlanning #BusinessValuation #MergersAndAcquisitions #DueDiligence

  3. 9월 2일

    What Buyers Look For Before They Pay a Premium | Carl Allen, 400+ Acquisitions (#100)

    Own a logistics business doing $2M or more in revenue? Apply for a confidential Business Valuation Call to learn what your company could be worth: https://www.bizexitgrow.com/valuation-call This is the 100th episode of Exit Algorithms, and Carl Allen is the right guest to mark it. Carl is the founder and CEO of Dealmaker Wealth Society and a founding partner at 9F8 Capital, a lower mid-market private equity fund with roughly $300 million under management. He is in his 34th year as a dealmaker, has closed more than 400 acquisitions totaling over $48 billion in deal value across Bank of America, HP, and his own portfolio, and has taught more than 62,000 students who have closed over a billion dollars in transactions. In this episode, Pete Vera and Carl cover why only one in eleven businesses listed for sale actually sells, the four types of buyers and what each one costs you, and the weekly measurement habit that adds multiples to your valuation. WHAT YOU WILL LEARN 1. Why 2.5 million small businesses are for sale and only one in eleven closes 2. The Castaway test Carl uses in every seller conversation 3. Why the owner should be the GPS, not the driver 4. The four buyer types and the tradeoff between valuation and legacy 5. Why two businesses with identical financials sell for very different prices 6. Why most owners fly the plane with no dials TIMESTAMPS 00:00 The 100th episode 01:49 From Bank of America to HP to 37 businesses 10:16 The mindset shift every first time seller must make 12:07 The bus analogy and the seven owner jobs 16:00 Why only one in eleven businesses sells 18:41 The Castaway test 21:00 Strategic, financial, individual, and employee buyers 27:00 The seller whose three deal points had nothing to do with money 32:26 The transfer of value 34:34 Why weekly numbers add multiples 44:11 Where AI disrupts and where it only optimizes 48:39 Carl's practical tip Carl used a transportation company as his example. If you know every customer and supplier personally and nothing is documented, a buyer is acquiring your institutional memory, which walks out with you. CONNECT WITH CARL Free training, normally $1,000, offered to Exit Algorithms listeners: https://trainwithcarl.com https://www.youtube.com/@CarlAllenOfficial LISTEN YouTube: https://www.youtube.com/@ExitAlgorithms Spotify: https://open.spotify.com/show/2lTaP8U9DIJhI0VbwHn5t9 Apple: https://podcasts.apple.com/us/podcast/exit-algorithms/id1820424898 Ready to plan your next chapter? Book a confidential call: https://www.bizexitgrow.com/valuation-call #ExitPlanning #MergersAndAcquisitions #BusinessValuation #PrivateEquity

  4. 8월 26일

    How to Prepare Your Team for the Conversations an Exit Requires | Nicole Alos (#99)

    Own a logistics business doing $2M or more in revenue? Apply for a confidential Business Valuation Call to learn what your company could be worth: https://www.bizexitgrow.com/valuation-call Nicole Alos is the founder of Socratyc, an executive coach, and the creator of Socratyc Sidekick, an AI powered role play tool that lets leaders rehearse high stakes conversations before they happen. She is an authorized partner for Everything DiSC, The Five Behaviors, and Situational Leadership, and her company was selected for the Spring 2026 gBETA Pennsylvania cohort run by gener8tor in partnership with Meta. In this episode, Pete Vera and Nicole cover how to build a sales team that scales, how to delegate your way out of being the bottleneck, and why the conversations you have with your team during a sale can make or break the outcome. WHAT YOU WILL LEARN Why hiring more people like your sales leader limits your reachWhat DiSC reveals about how your team communicates and sellsHow the Five Behaviors framework builds trust before resultsThe one question to ask every new hire in their first weeksWhy delegation should be judged task by task, not person by personHow to improve retention through curiosity instead of compensationWhere to use AI and where Nicole refuses to TIMESTAMPS 00:00 Meet Nicole Alos 01:01 From sales leadership to founding Socratyc 04:30 Building a sales team that scales 05:41 DiSC explained 07:41 Assessing style during interviews 09:18 The Five Behaviors and healthy conflict 11:26 Retention without more compensation 14:23 Delegating out of the bottleneck 17:21 A practical delegation audit 18:45 How Socratyc Sidekick was built 22:35 Where she uses AI and where she does not 25:40 Nicole's practical tip WHY THIS MATTERS FOR LOGISTICS OWNERS During a sale you cannot tell your team everything, but silence creates its own problems. Nicole's point is that these conversations deserve rehearsal, not improvisation. Her delegation framework also addresses the owner dependence issue buyers price into every trucking and 3PL deal. CONNECT WITH NICOLE Website: https://www.nicolealos.com Socratyc: https://socratyc.com Socratyc Sidekick: https://www.socratycsidekick.ai LinkedIn: https://www.linkedin.com/in/nicolealos Start here: https://founderready.ai LISTEN YouTube: https://www.youtube.com/@ExitAlgorithms Spotify: https://open.spotify.com/show/2lTaP8U9DIJhI0VbwHn5t9 Apple: https://podcasts.apple.com/us/podcast/exit-algorithms/id1820424898 #Leadership #ExitPlanning #SalesLeadership #AIinBusiness

  5. 8월 20일

    He Sold a $20M Company at 50. Here Is What It Took to Get Ready | Bob Campana (#98)

    Own a logistics business doing $2M or more in revenue? Apply for a confidential Business Valuation Call to learn what your company could be worth: https://www.bizexitgrow.com/valuation-call Bob Campana built businesses across hot tub manufacturing, pool construction, plumbing services, real estate, and hospitality over five decades. He is the author of Don't Look Down! and hosts the Get Back to Work podcast. He turned a $1,700 purchase of World War Two era redwood pipe into roughly 200 hot tubs, then grew that into a pool and landscaping company with 170 employees doing close to $20 million a year. Selling it took three years of preparation. In this episode, Pete Vera and Bob cover the runway you need before a sale, why lifestyle expensing destroys your multiple, and how recurring revenue changes what a buyer will pay. WHAT YOU WILL LEARN Why an SBA buyer needs three years of clean tax returns, meaning a four year runwayHow writing personal costs through the business lowers your sale priceWhy he spent three years building an operations manual before going to marketHow removing himself as the bottleneck made the business sellableWhy recurring revenue is the biggest lever on your multiple TIMESTAMPS 00:00 Meet Bob Campana 02:00 Turning a $1,700 redwood pipe into 200 hot tubs 03:26 Scaling to 170 employees and $20 million 06:00 The flat rate pricing model 12:56 Deciding to sell at 50 13:38 Cleaning up the books 14:12 The operations manual that raised the price 16:18 How long preparation actually takes 18:39 Technician to manager to owner 27:45 How AI compares to past disruptions 30:29 Bob's practical tip Running trucks, travel, and personal costs through the business saves money now and costs you a multiple later, because a lender compares what you told the government against what you tell a buyer. CONNECT WITH BOB https://www.bobcampana.com https://www.youtube.com/@GetBack2Workk Book: Don't Look Down! on Amazon LISTEN YouTube: https://www.youtube.com/@ExitAlgorithms Spotify: https://open.spotify.com/show/2lTaP8U9DIJhI0VbwHn5t9 Apple: https://podcasts.apple.com/us/podcast/exit-algorithms/id1820424898 Ready to plan your next chapter? Book a confidential call: https://www.bizexitgrow.com/valuation-call #ExitPlanning #BusinessValuation #SmallBusiness #RecurringRevenue

  6. 8월 17일

    Why Business Owners Struggle After Selling, and How to Prepare | Dr. Danura Miriyagalla (#97)

    Own a logistics business doing $2M or more in revenue? Apply for a confidential Business Valuation Call to learn what your company could be worth: https://www.bizexitgrow.com/valuation-call Dr. Danura Miriyagalla has 25 years of leadership experience across public policy, business, research, and creative practice, having lived in seven countries and worked across more than 20. He is Head of the Australia for ASEAN Futures Technical Services and Support Program at Tetra Tech International Development and the author of The Navigator's Pivot: A Reflective Guide to Work-Life Transitions.amazon+1 In this episode, Pete Vera and Danura discuss the transition owners face after a sale, how to build trust across a team during ownership change, and why the skill AI cannot replace is judgment under uncertainty. WHAT YOU WILL LEARN Why a pivot is never a clean break from who you wereThe mistake of assuming success at the sale guarantees success after itHow disorientation after an exit can linger and compoundWhy you should map what is next before closing, not afterHow trust gets built differently across cultures and virtual teamsWhy leading through ownership change starts with respecting contextWhat makes a person valuable in an AI-heavy marketTIMESTAMPS 00:00 Meet Dr. Danura Miriyagalla 02:18 What a pivot actually involves 04:00 Why uncertainty is now the normal condition 05:36 The mistake owners make before a transition 07:44 Preparing for the identity shift after selling 09:53 Leading a team through an ownership change 12:10 Respecting context as a leadership discipline 13:39 Building trust across diverse teams 15:31 Managing culture across multiple countries 18:07 The three groups of people responding to AI 19:37 Why judgment under uncertainty cannot be automated 22:39 Danura's practical tip WHY THIS MATTERS FOR LOGISTICS OWNERS Owners who spent decades building a trucking or 3PL company often define themselves by it. Danura's point is that confidence at closing does not carry over automatically. Mapping the next chapter before the deal, and preparing your team for the culture shift a new owner brings, protects both your transition and the value of what you sold. CONNECT WITH DANURA LinkedIn: https://www.linkedin.com/in/danura-miriyagalla-09711420 Book: The Navigator's Pivot, available on Amazon and other online stores LISTEN YouTube: https://youtube.com/ExitAlgorithms Spotify: https://open.spotify.com/show/2lTaP8U9DIJhI0VbwHn5t9 Apple: https://podcasts.apple.com/us/podcast/exit-algorithms/id1820424898 Ready to plan your next chapter? Book a confidential call: https://www.bizexitgrow.com/valuation-call #ExitPlanning #Leadership #BusinessTransition #AIinBusiness

  7. 8월 13일

    What Private Equity Buyers Look for Before They Pay a Premium | Marla Capozzi, McKinsey (#96)

    Own a logistics business doing $2M or more in revenue? Apply for a confidential Business Valuation Call to learn what your company could be worth: https://www.bizexitgrow.com/valuation-call Marla Capozzi is a McKinsey partner and a founder of CEO Alpha, the firm's initiative studying what makes private capital CEOs outperform. She and her colleagues researched nearly 300 CEOs across private equity and private capital companies, and their findings were published in Harvard Business Review. She has been with McKinsey for 26 years, helped found McKinsey Academy, and was the first woman to chair the Babson College board of trustees. In this episode, Pete Vera and Marla discuss what private equity sponsors actually diligence, why the equity narrative makes or breaks a deal, and how to treat talent as a value creation lever instead of a cost center. WHAT YOU WILL LEARN Why private companies now outnumber public ones three to oneThe difference between hitting your targets and achieving full potentialWhy sponsors walk away when the equity narrative does not hold togetherHow to plan your exit on day one and work backward to todayWhy most owners prepare for the downside and never for the upsideHow one CEO used talent and succession as his exit storyWhy a team of leaders is not the same as a leadership teamTIMESTAMPS 00:00 Meet Marla Capozzi 02:51 Why the private capital CEO role is fundamentally different 05:11 Full potential versus hitting targets 06:38 Understanding unit economics without micromanaging 08:05 Assessing your leadership team honestly 10:07 Building a business that runs without you 11:57 Why side conversations kill alignment 14:55 Choosing KPIs that actually drive value 16:20 The equity narrative sponsors want to see 18:18 Scenario planning for the upside, not just the downside 19:39 Comparing the internet era to AI 24:44 Talent as a value creation lever 26:50 The CEO who made succession part of his exit story 28:20 Marla's practical tip WHY THIS MATTERS FOR LOGISTICS OWNERS Marla's equity narrative point is the gap we see most often in trucking and 3PL deals. Owners can describe what they built but not why the next owner wins. Buyers are also pricing talent risk, so having a named successor, a leadership team ready for the next two years, and documented culture removes questions a buyer would otherwise discount you for. CONNECT WITH MARLA Private Capital Insights: https://www.mckinsey.com/industries/private-capital/our-insights/ LinkedIn: https://www.linkedin.com/in/marla-capozzi McKinsey profile: https://www.mckinsey.com/our-people/marla-capozzi LISTEN YouTube: https://youtube.com/ExitAlgorithms Spotify: https://open.spotify.com/show/2lTaP8U9DIJhI0VbwHn5t9 Apple: https://podcasts.apple.com/us/podcast/exit-algorithms/id1820424898 #PrivateEquity #ExitPlanning #BusinessValuation #Leadership

  8. 8월 10일

    The One Document That Raises Your Business Valuation | Nathan Baws (#95)

    Own a logistics business doing $2M or more in revenue? Apply for a confidential Business Valuation Call to learn what your company could be worth: https://www.bizexitgrow.com/valuation-call Nathan Baws has built more than 19 businesses across health retail, supplements, food, wellness, and bookkeeping, with multiple seven-figure exits. He pitched Tommy Sugo on Shark Tank Australia in 2015 and secured a deal with Boost Juice founder Janine Allis, holds a Guinness World Record for the largest simultaneous ice bath, and co-authored an international bestseller with Tony Robbins and Brian Tracy.linkedin+2 In this episode, Pete Vera and Nathan cover why documented SOPs are the difference between selling a business and selling a job, what it costs to scale before testing demand, and how to run guerrilla marketing when you know your numbers. WHAT YOU WILL LEARN Why buyers pay more for a business with documented standard operating proceduresHow to build a working SOP in two to three months and complete it over twelveWhy Nathan opened three restaurants before testing demand, and what it costHow to reach the same outcome without heavy capital and infrastructureWhy he sold three stores and told every buyer not to change the formulaHow knowing your numbers makes bold marketing feel low riskWhere AI cold calling actually works, and where it still gives itself awayTIMESTAMPS 00:00 Meet Nathan Baws 01:15 From potatoes to 19 businesses 03:54 The restaurant expansion that lost money 05:06 His filter before starting anything new 06:19 Eight years learning from a mentor before going solo 08:36 Preparing the health shops for sale 10:39 Why SOPs make a transaction smooth 13:37 How long it takes to document a business 14:46 The Shark Tank pitch and what came after 17:22 The Tower Bridge stunt that sold a London property 21:22 Writing with Tony Robbins and Brian Tracy 27:35 Using AI for lead generation and cold calling 30:23 Why your offer matters more than your tool 33:44 Nathan's practical tip WHY THIS MATTERS FOR LOGISTICS OWNERS Nathan's SOP point is the same thing strategic buyers tell us when valuing a 3PL or trucking company. If the process lives in the owner's head, the buyer is acquiring a job and prices it accordingly. A documented manual covering daily, weekly, monthly, quarterly, and annual tasks lets you step back before you sell and prove the business runs without you. CONNECT WITH NATHAN Website: https://nathanbaws.com LinkedIn: https://www.linkedin.com/in/nathan-baws Numberfied: bookkeeping built around business growth Free monthly business problem-solving session available through his website LISTEN YouTube: https://youtube.com/ExitAlgorithms Spotify: https://open.spotify.com/show/2lTaP8U9DIJhI0VbwHn5t9 Apple: https://podcasts.apple.com/us/podcast/exit-algorithms/id1820424898 #ExitPlanning #BusinessValuation #SOPs #LogisticsBusiness

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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.

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  • 제작진
    Peter Vera
  • 방송 연도
    2025년 - 2026년
  • 에피소드
    102
  • 등급
    전체 연령 사용가
  • 저작권
    © 2026 Peter Vera
  • 웹사이트 보기
    Exit Algorithms