Maximize Your Exit

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BUSINESS
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Maximize Your Exit

11/03/2023

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

Podcast interview with Michael Dongieux.

35 min
11/03/2023

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

Podcast interview with Robbie White.

22 min
10/06/2023

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!

18 min
09/28/2023

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

19 min
09/22/2023

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!

20 min
09/08/2023

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
08/31/2023

Advanced Treasury Services to Fuel Growth and Mitigate Fraud - Jamal Hasan

Join us for our conversation with Jamal Hasan, a small business banker out of Richmond, VA.

21 min
08/25/2023

What You Should Think About Before Selling Your Business - Patrick Morin

In this episode, we are joined by special guest Patrick Morin, a partner here at Transact Capital. We dive into the current M&A landscape and provide invaluable insights for business owners considering or preparing for an exit. Whether you're a seasoned entrepreneur or just starting out, this episode is packed with practical advice and expert guidance. Highlights: 🎙️ Join the host as he sits down with Patrick, a seasoned partner at Transact Capital, to discuss the dynamic M&A landscape. 🏢 Learn about Patrick's journey from his early days at General Electric to becoming a partner at Transact Capital, as he shares his insights and experiences. 📈 Dive into recent successful deals completed here at Transact Capital across various industries, from staffing to tech-enabled services, and uncover the commonalities that make these transactions stand out. 💡 Gain a deep understanding of the preparation process for selling your business. Patrick outlines key steps, such as objectively evaluating your company's strengths and weaknesses and assembling a strategic team of experts. 🕒 Understand the timeline of an M&A deal, from pre-engagement preparation to closing the transaction, and get insights into how long the process usually takes. 💼 Discover the impact of rising interest rates and economic outlook on the M&A market. Patrick shares his expertise on how sellers can navigate market shifts and mitigate risks. 📊 Explore the changing landscape of deal structures, with a shift from cash deals to structured deals that involve shared risk. Patrick explains the factors driving this change and what to expect. 🔮 Gain insights into the future of the M&A market. Patrick shares his optimistic outlook and discusses why M&A will continue to play a crucial role in the business world. 🔗 Watch more episodes and stay updated with the latest insights from Transact Capital. Like, share, and subscribe for more business-boosting content! 🚀 Disclaimer: This video is for informational purposes only and does not constitute financial or legal advice. Always consult with professionals before making business decisions.

23 min
08/17/2023

Working with an LPO for Business Financing - John Neal

🔥 Welcome back to another insightful episode! In today's engaging conversation, your host sits down with a special guest, John Neal, who is spearheading the expansion efforts for Southern Bank in the vibrant Richmond Market. 🔍 🎙️ John Neal provides insights and expert commentary on the current banking landscape, especially for CEOs and business owners seeking new business loans in today's dynamic environment. Whether you're a business mogul or an aspiring entrepreneur, this episode is packed with information to help you navigate the world of business loans and financing. 💼 Discover how Southern Bank, a community-based institution founded in 1901, is making waves in the Mid-Atlantic banking scene. Join us as we delve into various industry specialties, including healthcare, professional practices, and commercial real estate, all while focusing on delivering top-notch service. 🏢 Whether you're considering practice acquisition, buy-ins, or strategic investments, John Neal shares his seasoned perspective on the current market conditions, the pros and cons of fixed and floating interest rates, and the critical role of strong relationships in securing the right financing for your ventures. 🌆 If you're a CEO or business owner looking to expand, diversify, or make strategic moves, don't miss this episode! John Neal's expertise and candid advice are here to guide you through the intricate world of business loans. Tune in, take notes, and get ready to make informed financial decisions. 📞 Want to learn more about Southern Bank's approach to financing and how John Neal can be your trusted financial advisor? Reach out to him through LinkedIn and stay connected to us for more insightful conversations. Don't forget to hit the like button, share this video with fellow CEOs and business owners, and subscribe to Transact Capital for more expert insights! Disclaimer: This video is for informational purposes only and does not constitute financial or legal advice. Always consult with professionals before making business decisions. #BusinessLoans #BankingInsights #FinancialAdvice

15 min
08/11/2023

Buying a Business with an SBA 7(a) loan - Jeff Crook

If you're an entrepreneur ready to take the plunge into business ownership using an SBA 7a loan, you're in the right place. In this episode, join us for an insightful interview with Jeff Crook, a seasoned commercial lender with Village Bank in Central Virginia. Jeff shares his expertise on navigating the current banking landscape and securing loans for business acquisitions. Episode Highlights:Meet Jeff Crook: Our host sits down with Jeff to introduce him and establish a personal connection. Jeff is a commercial lender with Village Bank, a Community Bank with nine branches, and over six years of experience in growing businesses through loans and deposits. The Thrill of Business Ownership: Discover what keeps Jeff passionate about banking and his commitment to helping entrepreneurs realize their dreams of business ownership. Keys to Successful M&A Transactions from a Bankers Point of View: Jeff delves into his favorite projects – business acquisition loans. Learn how these loans help buyers create legacy assets and sellers achieve their retirement goals. Insights into Asset Purchases: For those seeking to buy a business, Jeff shares his banker's perspective on asset purchases and the financial considerations involved. The Power of SBA 7A Loans: Jeff breaks down the most common type of loan he recommends for business acquisitions – the SBA 7A loan. Understand the benefits of this loan product, and why it is favored by both entrepreneurs and commercial banks. Navigating the Banking Landscape: Gain valuable insights into the current banking environment, the impact of interest rate fluctuations, and what it means for those seeking loans. Preparing for Loan Applications: Jeff shares his tips for prospective borrowers to best prepare for loan applications, emphasizing the importance of organized financials and understanding the lending landscape. Being a Customer of Jeff's: Explore the unique advantages of working with Jeff Crook as a commercial banker, including his empathetic approach and understanding of both sides of the lending process. Join us as we dive deep into the world of business acquisition financing, SBA 7a loans, and valuable insights from Jeff Crook. Tune in for more engaging conversations with industry experts in future episodes. Subscribe now and stay tuned for the latest tips and advice. 🔗 Check out our website for more information and resources: www.transactcapital.com 📧 For inquiries, reach out to me at jacob@transactcapital.com 🎧 Subscribe to "Banking on Your Business" on your favorite podcast platform to stay up-to-date with the latest episodes and industry insights! Disclaimer: This video is for informational purposes only and does not constitute financial or legal advice. Always consult with professionals before making business decisions.

11 min
08/03/2023

How to Attract and Retain Top IT Talent - Mark Morton

Welcome to the Podcast! Join host as he delves into insightful conversations with industry leaders. In this episode, the host engages in a thought-provoking discussion with Mark Morton, Chairman and President of Morton Consulting. Episode Highlights: In this engaging episode, Mark Morton shares his valuable insights into the world of IT staffing and talent acquisition, specifically tailored for CEOs and business owners looking to attract and retain top IT talent. Key Takeaways: 🌟 Navigating a Dynamic Industry: Mark discusses his journey from a family business background to the I.T. staffing industry, highlighting the adaptability required to succeed in this dynamic landscape. 🌟 Market Trends and Challenges: The conversation moves on to the roller coaster of the I.T. staffing industry, tracing its trajectory from pre-pandemic to the present. Mark delves into the market's shift, offering insights into job seekers' versus employers' market dynamics. 🌟 Strategies for Talent Retention and Attraction: For CEOs and business owners aiming to retain and attract top IT talent, Mark emphasizes the importance of maintaining business stability and ensuring employees' confidence in the company's longevity. 🌟 Remote Work Revolution: The discussion also touches upon the evolving nature of remote work. Mark highlights the significance of open communication, flexibility, and nurturing company culture in remote work scenarios. 🌟 AI's Impact on IT Staffing: As AI continues to shape the business landscape, Mark sheds light on its influence on IT staffing. He reveals how AI is being used to automate routine tasks, ultimately creating higher-level job opportunities for professionals. Stay Connected: For more insightful discussions and expert perspectives, be sure to subscribe to the podcast. Thank you for joining us on this insightful journey. Stay tuned for the next episode as we continue to explore the ever-changing world of business. Disclaimer: This video is for informational purposes only and does not constitute financial or legal advice. Always consult with professionals before making business decisions.

10 min

11 Episodes

Maximize Your Exit

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