Episode 84:
Most business owners are trapped wearing too many hats, stuck in the day-to-day, and unsure how to grow their business while protecting their legacy. Brandon Moon, founder of TD Pine Advisors, shares how he navigated this exact challenge.
In this episode, Bo DePaoli talks with Brandon about running multimillion-dollar family businesses, hiring management to free himself from operational fires, and acquiring additional companies to scale efficiently. Brandon also dives into his approach as a value advisor: helping owners maximize the value of their business, position assets for future exit, and plan for continuity.
Key takeaways include:
• How to strategically replace yourself in your business to focus on growth
• Turning small businesses into scalable, asset-based companies
• Building the right bench and hiring the right talent to protect culture and legacy
• Lessons learned from family business and acquisitions during the oil & gas downturn
• How to prepare your business for a third-party sale or future exit
• Importance of business continuity plans, succession, and protecting family wealth
• Leveraging networks and referrals to acquire and grow businesses
• How TD Pine Advisors approaches valuation, value drivers, and actionable strategies
This episode is essential for small business owners, entrepreneurs, and family business operators who want to scale efficiently, protect their legacy, and build businesses that thrive without depending solely on the owner.
Connected with Brandon Moon!
Website: www.tdpineadvisors.com
LinkedIn: Brandon Moon
Information
- Show
- FrequencyUpdated Weekly
- PublishedMarch 11, 2026 at 12:28 PM UTC
- Length57 min
- Episode84
- RatingClean
