Secrets to Selling Your Business

Market Domination
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Secrets to Selling Your Business

Welcome to "Secrets to Selling Your Business," where we explore the strategies, challenges, and success stories behind business transitions. The podcast is hosted by Jacob Koenig, a managing director and partner at Woodbridge International. Woodbridge is an atypical mergers & acquisitions firm founded in 1993, which combines collaborative strategies with a laser-pointed focus on their client's success. Woodbridge doesn't just help their clients get the best for their business but helps to transform their lives for the better. Join industry experts and thought leaders as they share invaluable insights on financial planning and the broader world of business advisory. On the show, Jacob interviews business owners, wealth managers, financial advisors, business lawyers, and life coaches. Gain the knowledge to navigate complexities, achieve financial success, embrace strategic shifts, and prepare to sell your business with no regrets. Get ready for transformative insights and actionable wisdom on your journey to growth and success.

  1. The Importance of Emotional Readiness in Business Sales

    5 天前

    The Importance of Emotional Readiness in Business Sales

    Purdeep Sangha, strategic advisor and co-founder of Sell Wealthy, is renowned for his expertise in guiding business owners through successful sales by harmonizing the personal, business, and family aspects of their lives. He emphasizes the significance of early preparation and structured introspection to facilitate emotional and mental readiness for a smooth transition post-sale. Sangha highlights common challenges such as emotional attachment to the business and its impact on personal relationships, advocating for a solid financial plan and a mindset shift to address these issues effectively. By focusing on self-discovery and core value alignment, Sangha aims to empower business owners to create a meaningful legacy and ensure a successful exit strategy that transcends mere financial gain.   Here’s what to expect this episode: Emotional readiness, as well as personal and family alignment are crucial steps before selling a business. Misconceptions about selling a business include the belief that it is easy and the timing will be perfect. Legacy in family businesses involves navigating the impact on the next generation and avoiding passing on unsustainable work habits. Exit planning for a business requires intentional strategy, proper timing, and emotional readiness.     Connect with Purdeep Sangha: https://www.linkedin.com/in/purdeepsangha/   Connect with Jacob Koenig: https://www.linkedin.com/in/jacobkoenig/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    25 分鐘
  2. The Future of SBA Financing: Trends and Opportunities

    11月6日

    The Future of SBA Financing: Trends and Opportunities

    Michelle Orr is a seasoned professional with an impressive 25 years of experience in the SBA lending space, beginning her career at Textron Business Credit and later becoming the vice president of lending at Live Oak Bank. Orr's perspective on SBA financing and prequalification is heavily influenced by her extensive experience in this field, particularly in business buyouts. She believes that SBA financing, especially the seven a loan, plays a crucial role in the lending process as it provides a 75% guarantee for banks which allows them to approve loan requests they would otherwise reject. Orr stresses the importance of buyer prequalification early in the process, arguing that a well-prepared buyer stands a higher chance of not only executing a deal successfully but also of being taken seriously. She emphasizes the need for consistent cash flow revenue trends and profitability when evaluating loan requests and underscores the importance of maintaining open lines of communication and providing exceptional customer service throughout the financing process. Here’s what to expect this episode: Insights from a specialist in franchise lending, general lending, and business buyouts.    SBA financing policies now allow for partial change of ownership opportunities, adjustments in equity injections, and seller involvement in financing. ESOP financing offers a flexible and creative solution for financing diverse potential acquisition targets. The M&A market's future looks promising with expectations of strong acquisition activity, potential decrease in interest rates, and increased focus on deal specifics. Connect with Michelle Orr:  https://www.linkedin.com/in/michelleaorr/ Connect with Jacob Koenig: https://woodbridgegrp.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    19 分鐘
  3. Maximizing Value Through Timely Decision-Making in Business Sales

    10月30日

    Maximizing Value Through Timely Decision-Making in Business Sales

    Joseph Gitto, a seasoned entrepreneur and founder of Blue Sky Advisory Services, brings over 25 years of expertise in business sales across various industries. A CPA by training, Gitto underscores the importance of maintaining clean financial records and having a strong team as foundational elements for a successful business sale. He advises business owners to initiate sale preparations at least 36 months in advance to align with personal financial goals and ensure tax efficiency. Emphasizing the value of professional guidance, Gitto highlights the need for strategic planning and transparent communication to manage the risks and emotional complexities involved in selling a business. Here’s what to expect this episode: Organized financial records are crucial to avoid complications during a business sale. Having a competent team can enhance the value of a business being sold. Strategic planning over a 36-month period is essential to align personal and business financial goals for a smooth sale process. Preparing for life after selling a business is critical, including defining new purposes and navigating emotional transitions. Engaging with professionals like M&A advisors is crucial during a business sale to manage emotional aspects, planning, and non-monetary factors.       Connect with Joseph Gitto: https://www.linkedin.com/in/josephgitto/     Connect with Jacob Koenig: https://www.linkedin.com/in/jacobkoenig/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    22 分鐘
  4. Defining Legacy: The Philosophy of Selling Your Business

    10月23日

    Defining Legacy: The Philosophy of Selling Your Business

    Sid Mohasseb, a seasoned entrepreneur and venture investor, offers a unique perspective on business evaluation, emphasizing the transformative power of experiential insights over traditional analytical methods. With his extensive background in mergers and acquisitions, Sid underscores the importance of firsthand entrepreneurial experience, highlighting how it provides a deeper understanding of the inherent challenges and risks. He believes that entrepreneurship should be viewed as a dynamic exchange for higher value, advocating for decisions fueled by personal growth rather than mere financial gain. Through initiatives like the Anabasis Academy, Sid is dedicated to equipping aspiring entrepreneurs with the resilience and leadership skills necessary to navigate their journeys, fostering a focus on personal growth and stakeholder satisfaction. Here’s what to expect this episode:       Understanding the real challenges faced by entrepreneurs is crucial for evaluating businesses.     Transitioning from episodic value to streaming value can increase a business's overall worth.   Separating oneself from the business identity is important when passing on a business as a legacy. Entrepreneurship involves making choices and taking risks in different aspects of life, not just chasing money. Focusing on the reasoning behind buyers in business transactions can lead to securing better deals and success.     Connect with Sid Mohasseb: https://www.linkedin.com/in/mohasseb/     Connect with Jacob Koenig: https://www.linkedin.com/in/jacobkoenig/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    27 分鐘
  5. The Role of Founder Qualities in M&A Decisions

    10月16日

    The Role of Founder Qualities in M&A Decisions

    Brian Samson, the founder and CEO of Plugg Technologies, is a prominent figure in the tech startup ecosystem of San Francisco, leveraging his extensive experience in nearshore staffing to connect Latin American talent with U.S. companies. Having navigated the dynamic landscape of tech startups through various economic cycles, Samson recognizes the unique challenges and abundant opportunities that the city offers, particularly during periods of economic recovery. He understands the importance of resources such as funding and infrastructure in fostering the growth of successful startups and emphasizes creating predictable revenue for small businesses to attract potential buyers. Through his work and investments, Samson remains committed to supporting founders who demonstrate integrity, creativity, and a strong work ethic, believing these qualities are essential for a company's success in an ever-evolving market. Here’s what to expect this episode:       San Francisco provided a favorable ecosystem for tech startups with resources, capital, and lower costs.       Transitioning from pre-IPO to post-IPO involves a shift towards a more serious culture and focus on compliance.          Companies are exploring capital efficiency through near shoring and AI tools to boost competitiveness.          Near Shoring Strategies for Enhanced Competitiveness and Success          Investment decision-making focuses on founder qualities like integrity, work ethic, creativity, and vision.     Connect with Brian Samson: https://www.linkedin.com/in/briansamson/     Connect with Jacob Koenig: https://www.linkedin.com/in/jacobkoenig/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    25 分鐘
  6. The Collaborative Approach: Advisors' Role in Deal Negotiations

    10月9日

    The Collaborative Approach: Advisors' Role in Deal Negotiations

    Marilyn Garcia is a seasoned professional in transaction advisory services, currently serving as a partner at Citrin Cooperman's transaction advisory services department. With a solid background in auditing and over 200 transactions to her credit, Garcia holds a positive perspective on transaction advisory services, viewing them as a significant value-add compared to audit. She underscores the importance of being well-prepared, educated, and knowledgeable about one's business and product to attract buyers and maximize both financial and emotional gains. Her career has seen the evolution of transaction advisory services, from a focus on private equity to encompassing a broader client base, including small businesses. Garcia also notes an increased demand for these services post-COVID-19, and remains optimistic about the future of the industry. Here’s what to expect this episode: Marilyn Garcia is a partner in CitrinCooperman's transaction advisory services department. She primarily works with sell-side clients, helping them understand the value of having their own quality of earnings done prior to any potential transactions and educating them on the terms and processes involved. Marilyn adds value to the transaction process and assists clients in achieving better outcomes. Being prepared, educated, and knowing your business and numbers is crucial when entering into a transaction. Connect with Marilyn Garcia: https://www.linkedin.com/in/marilyn-garcia-1a1a3120/ Connect with Jacob Koenig: https://woodbridgegrp.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    21 分鐘
  7. The Fulfillment and Freedom of Pursuing Your Passions

    10月2日

    The Fulfillment and Freedom of Pursuing Your Passions

    Steve Wampold is an innovator and entrepreneur known for bringing joy through creative product design. As the founder of BigMouth Inc., he revolutionized the novelty pool float market, achieving multi-million-dollar success and earning Target’s “Vendor of the Year” in 2016. In an interview with Jacob Koenig, Steve reflects on his entrepreneurial journey, from selling practical jokes online to founding BigMouth in the early 2000s, where he grew the company significantly by selling to major retailers. After seeking advice from Woodbridge and Larry Reinhart, Steve sold BigMouth through a competitive process that exceeded his expectations. Now, as CEO of Bouncy Bands and Punchkins, Steve continues to create joy-driven products while enjoying the freedom of working with a small, tight-knit team. Here’s what to expect this episode: Entrepreneurial Evolution: Steve’s story is a testament to how entrepreneurial vision, when coupled with creativity and persistence, can lead to substantial growth and success. Strategic Decision-Making in Business Sales: The decision to explore the market through a sell-side engagement, highlights the importance of understanding market dynamics and being open to opportunities that may reshape a business's future. The Emotional Aspects of Selling a Business: They discuss the period of adjustment post-sale and the mix of excitement, uncertainty, and nostalgia that business owners often face during and after the transition. Life After a Major Business Transaction: Steve talks about his ventures post-Big Mouth, specifically Bouncy Bands and Punchkins, emphasizing the importance of continuing to pursue one's passion and the joy of creating new products without the intense pressures of his previous role. The Importance of the Right Partnerships and Advice: The episode underscores the value of expert advice, thorough market exploration, and strategic positioning in achieving favorable outcomes in business transactions. Connect with Steve Wampold: https://www.linkedin.com/in/steve-wampold-002a5547/ Connect with Jacob Koenig: https://woodbridgegrp.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    21 分鐘
  8. Enhancing Business Visibility through Modern Marketing

    9月26日

    Enhancing Business Visibility through Modern Marketing

    Chandler Lyles's journey is a testament to resilience and adaptability, tracing a path from his early days in the Air Force to becoming a co-founder of High Beam Marketing. Reflecting on his experiences, Chandler notes the pivotal role that encounters with entrepreneurs played in inspiring his own business ventures. Despite setbacks, such as a failed restaurant venture, the knowledge and insights he gained while working for Dave Ramsey significantly enriched his marketing acumen. Today, Chandler leverages his diverse background to help clients excel in digital marketing, underscoring the importance of emotional appeal and storytelling in creating effective paid ad campaigns. What to Expect This Episode: Perseverance and learning from failures are crucial for success in the world of business High Beam Marketing specializes in digital marketing services, focusing on helping clients run paid ads to boost sales Having a strong online presence through marketing, branding, and advertising is essential for business growth Utilizing creative content and targeted ads on platforms like Google and Facebook can effectively reach potential customers Incorporating video content in investment materials is important for businesses seeking investors, building trust and credibility       Connect with Chandler Lyles: https://www.linkedin.com/in/chandlerlyles/     Connect with Jacob Koenig: https://www.linkedin.com/in/jacobkoenig/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    23 分鐘
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簡介

Welcome to "Secrets to Selling Your Business," where we explore the strategies, challenges, and success stories behind business transitions. The podcast is hosted by Jacob Koenig, a managing director and partner at Woodbridge International. Woodbridge is an atypical mergers & acquisitions firm founded in 1993, which combines collaborative strategies with a laser-pointed focus on their client's success. Woodbridge doesn't just help their clients get the best for their business but helps to transform their lives for the better. Join industry experts and thought leaders as they share invaluable insights on financial planning and the broader world of business advisory. On the show, Jacob interviews business owners, wealth managers, financial advisors, business lawyers, and life coaches. Gain the knowledge to navigate complexities, achieve financial success, embrace strategic shifts, and prepare to sell your business with no regrets. Get ready for transformative insights and actionable wisdom on your journey to growth and success.

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