Leave My Business Well

Derek Moffatt
  • 5.0 (4)
  • Entrepreneurship

Join Derek Moffatt as he discusses the many ways to exit a business, pitfalls that can occur with various exit pathways, and strategies for protecting the owner and business in case of emergencies. Derek will also share investment ideas and financial planning strategies geared toward business owners and their families.

Episodes

  1. May 12

    Selling Your Business to Your Sons

    In this video I interview Chris, Sam, and Luke Jordan. Chris built a multi-million dollar AVL integration company, and then sold it to his sons. We discuss how to do this type deal correctly so that everyone comes out happy.   I’m Derek Moffatt, CFP®, CExP™, host of the Leave My Business Well Podcast, where we help business owners plan smart, successful exits. Each episode focuses on exit planning, business succession, and financial strategies designed to protect what you’ve built and prepare you for life after the business.   Learn more: https://www.moffattfinancialstrategies.com

  2. Apr 21

    Passive Ownership

    In this episode we discuss preparing to take a passive ownership role at your business.   I’m Derek Moffatt, CFP®, CExP™, host of the Leave My Business Well Podcast, where we help business owners plan smart, successful exits. Each episode focuses on exit planning, business succession, and financial strategies designed to protect what you’ve built and prepare you for life after the business.   Learn more: https://www.moffattfinancialstrategies.com

  3. Mar 24

    Preparing Your Business to go Public

    In this video we discuss preparing your business for an IPO event, or going public.   I’m Derek Moffatt, CFP®, CExP™, host of the Leave My Business Well Podcast, where we help business owners plan smart, successful exits. Each episode focuses on exit planning, business succession, and financial strategies designed to protect what you’ve built and prepare you for life after the business.   Learn more: https://www.moffattfinancialstrategies.com

  4. Mar 6

    Selling to a Third Party

    In this episode of the Leave My Business Well Podcast, we discuss everything you need to know in order to sell your business to a third party.    Learn more: https://www.moffattfinancialstrategies.com

  5. Jan 30

    Selling Your Business to a Partner

    In this episode of the Leave My Business Well Podcast, we discuss everything you need to know in order to sell your business to a partner. Learn more: https://www.moffattfinancialstrategies.com

  6. 08/26/2024

    Becoming A Passive Owner

    In this episode of the "Leave My Business Well" podcast, hosts Derek and Jennifer Moffatt delve into the concept of becoming a passive business owner.  This episode delves into the pros and cons of maintaining ownership after exiting daily operations.

  7. 05/10/2024

    Selling Your Business to a Third Party

    Join Derek and Jennifer as they discuss the potential benefits and challenges of selling your business to a third party/

  8. 04/08/2024

    Selling Your Business to Key Employee Groups (KEGs)

    In this insightful episode, Hosts Derek Moffatt and Jennifer, his wife and business partner, delve into the complexities and strategies around selling your business to key employee groups (KEGs). They explore various aspects of this exit strategy, providing valuable insights for business owners. Investment advice offered through Moffatt Financial Strategies, a registered investment advisor.

  9. 02/05/2024

    Family Business Transfers

    In this insightful episode of "Leave My Business Well," Derek and Jennifer Moffatt delve into the complexities of family business transfers. They explore a range of topics, providing valuable insights for business owners and key employees aspiring to take over family businesses.

  10. 02/05/2024

    What Kind of Exit Strategy Should I Consider?

    In this episode of the Leave My Business Well podcast, hosts Derek and Jennifer Moffatt delve into various strategies for business owners to consider when planning their exit. The discussion covers the complexities and nuances of each exit strategy, offering insights for business builders and owners.

  11. 01/16/2024

    What Is Exit Planning and Why Do I Need It?

    Today on the Leave My Business Well podcast we'll discuss what exit planning really is, and the major objectives involved in leaving a business.  We'll also talk about how getting organized can be an important tool in your financial planning.

  • 11 Episodes

Ratings & Reviews

5
out of 5
4 Ratings

About

Join Derek Moffatt as he discusses the many ways to exit a business, pitfalls that can occur with various exit pathways, and strategies for protecting the owner and business in case of emergencies. Derek will also share investment ideas and financial planning strategies geared toward business owners and their families.

Information

  • Creator
    Derek Moffatt
  • Years Active
    2024 - 2026
  • Episodes
    11
  • Rating
    Clean
  • Copyright
    © Copyright 2024 All rights reserved.
  • Show Website
    Leave My Business Well