11 episodes

Maximize Your Exit

Maximize Your Exit Social Media Manager

    • Business
    • 5.0 • 1 Rating

Maximize Your Exit

    Business Strategies For Entrepreneurs, From Idea To Exit - Michael Dongieux

    Business Strategies For Entrepreneurs, From Idea To Exit - Michael Dongieux

    Podcast interview with Michael Dongieux.

    • 35 min
    What is Business Exit Planning? - "Pave The Path" Series - Robbie White

    What is Business Exit Planning? - "Pave The Path" Series - Robbie White

    Podcast interview with Robbie White.

    • 22 min
    Starting, Growing and Selling Your Business - Business Strategies For Entrepreneurs - Claire Herring

    Starting, Growing and Selling Your Business - Business Strategies For Entrepreneurs - Claire Herring

    Hello everyone, and welcome back to the podcast! We have a fantastic episode today with a special guest, Claire Herring, the founder of Blue Ocean Brain and a former client at Transact Capital. We played a pivotal role in helping her with her successful exit strategy, and she's here to share her incredible journey with us. You won't want to miss this inspiring story!

    In this episode we dive deep into Claire's entrepreneurial adventure. Claire, originally from Raleigh, North Carolina, has been a Richmond, Virginia resident for 25 years, and her journey is nothing short of remarkable.

    Claire and her co-founders began their entrepreneurial journey while working at Ernst & Young. They uncovered a significant revenue opportunity for hospitals, eventually realizing it was a multi-billion-dollar opportunity for hospitals across the nation. This brought the team together and sparked their entrepreneurial spirit, and Blue Ocean Brain was later born.

    Claire's background and interest in cognitive science, along with her team's vision, led them to develop a groundbreaking micro-learning solution for Corporate America. They faced challenges along the way, but their perseverance paid off as they gained market penetration in Fortune 500 companies.

    The podcast explores their journey from ideation to fruition, highlighting the challenges they faced and the strategies they employed to achieve success.

    As their business grew rapidly, Claire and her co-founders realized the potential for a significant exit. They share their experience of preparing for the sale, engaging in valuations, and finding the right strategic partner with the help of Transact Capital.

    Claire emphasizes the importance of focusing on people, revenue streams, and housekeeping tasks within your organization during the preparation phase. She also discusses the emotional aspect of the exit process and how staying involved after the sale can be a rewarding experience.

    Today, Claire is actively involved in supporting other entrepreneurs through her role on the board of Lighthouse Labs, an accelerator in Richmond, Virginia. She enjoys spending time with her family and is excited about what the future holds.

    Don't miss this engaging conversation that provides valuable insights for business owners looking to maximize their exit strategy. Thank you for tuning in!

    • 17 min
    What's My Business Worth? Business Valuation Insights - Jonathan Brabrand

    What's My Business Worth? Business Valuation Insights - Jonathan Brabrand

    In this episode, we had an exciting guest, Jonathan Brabrand, a managing director at Transact Capital Partners and the author of "The $100 Million Exit." We delved into the intricate world of business valuations, a question that plagues many entrepreneurs. Jonathan shared his invaluable insights on how to prepare your business for a successful exit.

    Join us as we explore the art and science of valuing a business, understanding the factors that impact its worth, and strategies to maximize your business's value. Whether you're a seasoned business owner or just starting, this episode provides essential tips to help you reach your exit goals.

    Stay tuned and dive into the world of business valuations with Jonathan Brabrand. Don't forget to like, share, and subscribe for more valuable insights. Thanks for tuning in! 🎙️📈 #BusinessValuation #ExitStrategy #MaximizeYourExit

    • 18 min
    Business Strategies To Reduce Healthcare Expenses - Kassi O'Brien

    Business Strategies To Reduce Healthcare Expenses - Kassi O'Brien

    In today's engaging conversation, we're joined by Kassi O'Brien from Scott Insurance to dive into the world of health insurance premiums for business owners.

    Kassi shares her inspiring journey from South Carolina to Scott Insurance and how her background in cost accounting has equipped her to help businesses manage their health insurance expenses effectively.

    We explore the reasons behind the impending premium hikes, from healthcare inflation to delayed care, and how they impact mid-market businesses. The key takeaway is that preparation is essential, and working with a consultant like Kassi can help you forecast and plan for these changes well in advance.

    But it's not all doom and gloom! Kassi unveils innovative solutions for business owners facing rising insurance costs. She introduces the concept of self-funding and captive insurance, explaining how they can provide more control and cost savings in the long run.

    If you're a business owner, or someone interested in the world of health insurance, this episode is a must-watch. Don't let rising premiums catch you off guard. Tune in to gain valuable insights and strategies to keep your business financially healthy.

    Connect with Kassi on LinkedIn or reach out to her via email at K.OBrien@scottins.com to explore your options and learn more about managing your health insurance costs.

    Stay tuned for more thought-provoking discussions. Like, subscribe, and hit that notification bell so you never miss an episode. If you have any questions or topics you'd like us to cover, drop them in the comments below. Thanks for watching!

    • 19 min
    Banking Solutions For Government Contracting Companies - Paul Covill

    Banking Solutions For Government Contracting Companies - Paul Covill

    Welcome back to the podcast!

    In this episode, we have a fantastic guest, Paul Covill, who shares insights into the world of Government Contracting and how his bank, Burke and Herbert, specializes in this industry.

    Burke and Herbert Bank, with its rich history dating back to the 1850s, has a unique story of serving customers for over a century. Paul discusses the bank's recent expansions into new markets, its transition to NASDAQ 📈, the move to a new Corporate Center in Alexandria, and the exciting merger with Summit Bank in West Virginia.

    The conversation also delves into the importance of maintaining a consistent culture as the bank expands into new regions, highlighting the access to leadership as a unique aspect of Burke and Herbert Bank. The CEO, Dave Boyle, actively engages with clients and prospects, ensuring a unified culture throughout the bank's operations.

    Paul emphasizes that one of the bank's strength lies in its ability to offer both commercial banking and commercial real estate solutions, catering to a diverse clientele, including medical, dental, and government contracting sectors. Paul emphasizes the importance of having a supportive banking partner that not only provides credit facilities but also offers treasury management solutions 💼. Understanding the specific needs of each business and helping them navigate their unique financial landscape is crucial to the bank's approach.

    In closing, Paul offers valuable advice to business owners, urging them to communicate not just their successes but also their challenges and risk mitigation strategies when engaging with bankers. He highlights the collaborative nature of building long-lasting relationships with clients and the importance of access to leadership within the bank.

    To get in touch with Paul Covill, you can call or text him at 540-645-8929 📞 or email him at pcovill@burkeandherbertbank.com 📧.

    Don't miss this insightful episode of "Banking on Your Business" with Jacob Robertson, brought to you by Transact Capital! 🎙️📊

    • 18 min

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