Exit Algorithms

Peter Vera
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Unlock growth, streamline operations, and prepare your business for a high-value exit. Exit Algorithms features founders, 3PL leaders, and forward-thinking execs who share proven strategies for leveraging technology, automation, and AI to maximize value so you can scale smarter and sell stronger. Tailored for business owners who want to grow, scale, and plan a successful exit.

  1. -10 h

    How to Structure Your Business to Sell for a Higher Multiple with Bobby Casey (#84)

    Do you own a transportation or 3PL business doing $3M or more in revenue? Visit www.bizexitgrow.com to find out how we can help you grow, scale, and exit at maximum value. The same business with a $1M EBITDA can sell for $3M or $8M, and the difference comes down to systems, structure, and timing. In this episode, we break down how to prepare your company for a high-value exit, why entity structure matters, and how to legally protect your assets and reduce your tax burden, with Bobby Casey. Bobby is a lifelong entrepreneur, international tax strategist, managing partner of Global Wealth Protection, and founder of Business Anywhere. Over two decades he has started, bought, and sold multiple companies and helped thousands of clients build borderless businesses. We cover: – Why you have "an expensive job," not a business, if it collapses without you. – How documented systems can take your multiple from 2-3x to 6-8x. – The dangers of selling too late, including two cautionary war stories. – Why you should sell while you still love your business. – The Delaware C-Corp requirement for chasing venture capital money. – The difference between LLCs and corporations for asset protection. – Why keeping assets and operations in separate LLCs de-risks your business. – How Bobby uses AI across onboarding, marketing, training, and content creation. – Bobby's tip: hire a cross-border professional instead of guessing on your taxes. Connect with Bobby at businessanywhere.io. Ready to grow and plan your exit? Visit www.BizExitGrow.com. Related episodes: – Ep. 83: How to Use Disney's Customer Experience Secrets to Boost Retention with Vance Morris – Ep. 82: How to Train Employees with AI Without Replacing Them with Derek Crager 00:00 Intro: Meet Bobby Casey of Business Anywhere 01:12 Growing up entrepreneurial and his early exits 07:35 Lessons from selling a restaurant and staying focused 10:44 How to prepare your business to maximize exit value 14:16 Why systems drive your multiple from 2-3x to 6-8x 16:08 War stories: the dangers of selling too late 24:35 How entity structure affects your exit 24:40 Why VCs require a Delaware C-Corp 34:57 Using separate LLCs to protect assets and de-risk 40:21 How Bobby uses AI across his entire business 49:34 Bobby's tip: hire a cross-border tax professional #BusinessExit #TaxStrategy #AssetProtection #LLC #CCorp #ExitPlanning #EntityStructure #DigitalNomad #ScaleSmarter #SellStronger #ExitAlgorithms #BusinessGrowth #Entrepreneurship #Delaware

    58 min

  2. -1 j

    How to Use Disney's Customer Experience Secrets to Boost Retention with Vance Morris (#83)

    Do you own a transportation or 3PL business doing $3M or more in revenue? Visit www.bizexitgrow.com to find out how we can help you grow, scale, and exit at maximum value. It costs 6 times more to win a new customer than to keep one, yet most businesses have zero retention budget. In this episode, we break down how to build a Disney-level customer experience, why documented systems add real value to your exit multiple, and the retention tactics that turn buyers into lifelong clients, with Vance Morris. Vance spent a decade as a senior leader at Walt Disney World and is now one of the most sought-after customer experience and retention strategists in the country, running the Deliver Service Now Institute. We cover: – The biggest lesson from Disney: systems give you freedom. – How documented systems can add a 1 to 1.5x multiple to your business value. – Why it is your job to remind the customer you exist, not their job to remember you. – The "Disnify" method for turning mundane tasks into memorable experiences. – How a simple $5 gift drove a 26% increase in mid-tier sales. – Why customer retention costs a fraction of customer acquisition. – The power of a printed monthly newsletter over email marketing. – How Vance uses AI to support his team without replacing the human touch. – Vance's tip: stop collecting information and start implementing one idea at a time. Connect with Vance at vancemorris.com and grab his free gift at wow52ways.com. Ready to grow and plan your exit? Visit www.BizExitGrow.com. Related episodes: – Ep. 82: How to Train Employees with AI Without Replacing Them with Derek Crager – Ep. 81: How to Prepare Your Finances for a Business Sale with Robert Checchia 00:00 Intro: Meet Vance Morris, from Disney to CX strategist 01:03 His entrepreneurial journey and premium carpet cleaning business 04:02 The biggest lesson from Disney: systems give you freedom 05:53 How documented systems boost your exit multiple 07:13 Adapting (not copying) Disney for your business 08:26 The insurance agent who answered the phone differently 12:10 The "Disnify" method and the $5 gift that drove 26% more sales 16:24 Why retention costs a fraction of acquisition 20:22 The power of a printed monthly newsletter 23:21 How Vance uses AI to support (not replace) his team 25:51 Vance's tip: Implement one idea at a time #CustomerExperience #CustomerRetention #Disney #SmallBusiness #BusinessSystems #ExitPlanning #MarketingStrategy #ScaleSmarter #SellStronger #ExitAlgorithms #BusinessGrowth #Entrepreneurship #ServiceBusiness

    28 min

  3. -5 j

    Why 95% of Companies Fail at AI (And How to Be the 5%) with Derek Crager (#82)

    Do you own a transportation or 3PL business doing $3M or more in revenue? Visit www.bizexitgrow.com to find out how we can help you grow, scale, and exit at maximum value. 95% of corporate AI implementations fail because companies try to replace workers instead of empowering them. In this episode, we break down how to use AI to train and amplify your people, why human knowledge is your most valuable asset, and how to protect that knowledge before an exit, with Derek Crager. Derek built the highest-rated employee training program in Amazon's history and is now the founder of Practical AI and creator of Pocket Mentor, a voice-based AI mentor that captures decades of expertise and delivers it through a simple phone call. We cover: – How Derek went from building factories to leading training at Amazon. – How a late-stage autism, ADHD, and dyslexia diagnosis shaped how he builds products. – Why the biggest training mistake is not giving new hires enough time to learn. – How Pocket Mentor cuts downtime by delivering answers through a voice call. – The "Human First AI" philosophy and why AI should augment, not replace, people. – Why 95% of corporate AI projects fail, and how to be in the 5% that succeed. – A practical change management framework for rolling out AI to your team. – Why documenting your SOPs protects company value when the founder exits. – Derek's tip: understand the problem deeply before reaching for an AI solution. Connect with Derek on LinkedIn (www.linkedin.com/in/amazonleadership/), at humanfirstai.net, or practicalai.app.  Ready to grow and plan your exit? Visit www.BizExitGrow.com. Related episodes: – Ep. 81: How to Prepare Your Finances for a Business Sale with Robert Checchia – Ep. 80: How to Fix Google Ads with AI (And Why Most Agencies Fail) with David Porquiry 00:00 Intro: Meet Derek Crager of Practical AI 01:21 From industrial trades to training at Amazon 04:59 How his neurodivergent diagnosis shaped his products 06:12 Lessons from Amazon's "embrace failure" culture 08:22 The biggest mistake companies make when training people 10:00 How Pocket Mentor works through a simple phone call 15:45 The "Human First AI" philosophy explained 18:26 Why 95% of corporate AI implementations fail 24:20 A change management framework for rolling out AI 26:21 Protecting company knowledge before an exit 22:08 Derek's tip: Understand the problem before the solution #AI #EmployeeTraining #ChangeManagement #HumanFirstAI #WorkforceDevelopment #SOPs #ExitPlanning #ArtificialIntelligence #ScaleSmarter #SellStronger #ExitAlgorithms #BusinessGrowth #Leadership #Entrepreneurship

    28 min

  4. -6 j

    What a CFO Does to Maximize Business Exit Value with Robert Checchia (#81)

    Do you own a transportation or 3PL business doing $3M or more in revenue? Visit www.bizexitgrow.com to find out how we can help you grow, scale, and exit at maximum value. Most business owners think a CFO is just a bookkeeper—until they go to sell and get their valuation slashed. In this episode, we break down what really drives business value, how to prepare your company for a successful exit, and the difference between a bookkeeper and a strategic CFO, with Robert Checchia. Robert brings over 15 years of experience across investment banking, private equity, venture capital, and corporate finance, and currently serves as the CFO of Benzinga, one of the world's leading financial media platforms. We cover: – The difference between good CFOs and bad ones. – Why treating your CFO like a glorified bookkeeper will hurt your business. – How to decide between venture capital, private equity, and bootstrapping. – Why "all money is green" is a myth when raising capital. – The four non-negotiable steps to prepare your business for a sale. – Why buyers discount companies with "key man risk" and flat organizational structures. – Why you can't cut your way to success in an acquisition. – How Benzinga leverages an internal 15-person data science team to build new products without replacing their human journalists. – Robert's tip: the metrics you need to be able to explain in under 60 seconds. Connect with Robert on LinkedIn (www.linkedin.com/in/robert-g-checchia-cfa/) or email him at robert@benzinga.com. Ready to grow and plan your exit? Visit www.BizExitGrow.com. Related episodes: – Ep. 80: How to Fix Google Ads with AI (And Why Most Agencies Fail) with David Porquiry – Ep. 79: How to Turn Around a Failing Business and Boost EBITDA with Wayne Marhelski 00:00 Intro: Meet Robert Checchia, CFO of Benzinga 01:08 His journey through investment banking, PE, and VC 05:13 What separates a good CFO from a bad one 08:03 Why a CFO is not a bookkeeper (and when to hire one) 11:11 How to choose the right type of capital and partner 15:02 The 4 things you MUST do before trying to sell your business 19:07 Why "key man risk" will destroy your exit multiple 21:31 Why recurring, high-margin revenue is worth so much more 22:45 What to look for when buying or bolting on a company 24:57 How Benzinga uses a 15-person AI team to build products 31:54 Robert's tip: Know your unit economics #CFO #CorporateFinance #MergersAndAcquisitions #BusinessExit #ExitPlanning #PrivateEquity #VentureCapital #UnitEconomics #ScaleSmarter #SellStronger #ExitAlgorithms #BusinessGrowth #Benzinga #Entrepreneurship

    34 min

  5. 29 juin

    The Truth About Bootstrapping an AI Startup with David Pourquery (#80)

    Do you own a transportation or 3PL business doing $3M or more in revenue? Visit www.bizexitgrow.com to find out how we can help you grow, scale, and exit at maximum value. Most Google Ads accounts are a mess, and 95% of agencies are doing very poor work. In this episode, we break down exactly why businesses waste money on paid search, what the biggest Google Ads mistakes are, and how AI is completely transforming campaign management, with David Porquiry, founder and CEO of Groas.ai. David worked in venture capital and private equity before bootstrapping Groas.ai, an AI-powered Google Ads management platform that runs fully autonomous campaigns. We cover: – Why David rejected venture capital money to bootstrap his AI company. – What he had to unlearn from his private equity days to run a fast-moving startup. – Why "tool" is the wrong word for fully autonomous AI software. – The biggest mistakes business owners make on Google Ads. – Why you should almost never accept Google's default campaign recommendations. – The importance of keyword research and high-converting landing pages. – How the rollout of Claude Opus 4.6 changed his engineering speed overnight. – David's tip: the one button to check in your Google Ads account today to see if your agency is actually doing anything. Connect with David at groas.com or email him at dp@groas.com.  Ready to grow and plan your exit? Visit www.BizExitGrow.com. Related episodes: – Ep. 79: How to Turn Around a Failing Business and Boost EBITDA with Wayne Marhelski – Ep. 78: Why Most Tech Projects Fail (And How to Fix It) with Jeffrey Lambert 00:00 Intro: Meet David Porquiry of Groas.ai 00:50 From venture capital and private equity to founding an AI startup 03:32 What he had to unlearn from private equity to move faster 04:37 Why he bootstrapped and rejected VC funding 09:08 The evolution of Groas.ai from a $99 tool to full autonomy 14:19 Why most Google Ads accounts are a complete mess 16:37 Tactical advice: The biggest mistakes in Google Ads 18:10 How AI and ChatGPT are forcing Google search to change 21:23 How David uses AI to speed up engineering and analyze calls 22:44 David's tip: How to check if your ad agency is actually working #GoogleAds #AI #MarketingAutomation #Bootstrapping #VentureCapital #StartupFounder #PaidSearch #DigitalMarketing #ScaleSmarter #SellStronger #ExitAlgorithms #BusinessGrowth #Entrepreneurship

    24 min

  6. 26 juin

    What Private Equity Looks For Before They Buy with Wayne Marhelski (#79)

    Do you own a transportation or 3PL business doing $3M or more in revenue? Visit www.bizexitgrow.com to find out how we can help you grow, scale, and exit at maximum value. Most sellers leave value on the table because they wait until the last minute. In this episode, we break down how to turn around struggling operations, what private equity really looks for, and how to start preparing two to three years before you sell, with Wayne Marhelski, private equity operating executive, US Air Force veteran, and three-decade operations leader with four portfolio company turnarounds. Wayne specializes in turning operational complexity into real EBITDA using principles from the Toyota Production System. We cover: – Why principles beat playbooks when conditions change. – What a 20-minute factory floor walk reveals that no slide deck can. – What to look at first in a turnaround, starting with the financial statement. – Why material costs, not labor, are often the biggest lever in manufacturing. – Why tribal knowledge is not a process, and what to build instead. – How to prepare for a sale two to three years out to protect your multiple. – What great talent looks like in a high-pressure turnaround. – How Wayne uses AI and Notebook LM, plus why markdown beats PDFs. – Wayne's tip: take a walk and view your business like a third party. Connect with Wayne on LinkedIn (www.linkedin.com/in/waynemarhelski) and on Substack at The Operational Edge (https://theoperationaledge.substack.com/). Ready to grow and plan your exit? Visit www.BizExitGrow.com. Related episodes: – Ep. 78: Why Most Tech Projects Fail (And How to Fix It) with Jeffrey Lambert – Ep. 77: How to Stop Being the Bottleneck in Your Business with Brooke Dukes 00:00 Intro: Meet Wayne Marhelski, PE operating executive 00:59 From the Air Force to Toyota and operations leadership 03:27 The principles he still applies on every factory floor 05:20 What he looks at in the first 30 days of a turnaround 08:04 What makes an acquisition integration succeed or fail 10:37 How to prepare your business for a PE sale 15:29 What great talent looks like in a turnaround 18:54 The turnaround that cut headcount and grew revenue 36% 22:15 How Wayne uses AI, Notebook LM, and markdown documents 29:06 Wayne's tip: take a walk and see your business fresh #BusinessTurnaround #PrivateEquity #EBITDA #Operations #SupplyChain #Manufacturing #LeanManufacturing #ToyotaProductionSystem #ExitPlanning #BusinessValuation #ScaleSmarter #SellStronger #ExitAlgorithms #BusinessGrowth #AIforBusiness

    32 min

  7. 24 juin

    How to Get AI-Ready Before You Implement It with Jeffrey Lambert (#78)

    Do you own a transportation or 3PL business doing $3M or more in revenue? Visit www.bizexitgrow.com to find out how we can help you grow, scale, and exit at maximum value. Most tech projects fail in the first two or three weeks, before anyone even notices. In this episode, we break down why software and AI rollouts go sideways, what project governance a growing company actually needs, and how to get AI-ready, with Jeffrey K. Lambert, principal IT consultant and founder of Blue Fusion Partners with 25-plus years leading digital transformations. Jeffrey has delivered 18 global SaaS implementations since 2012 and now coaches leaders on practical PMO frameworks and AI readiness. We cover: – What a PMO is and why companies need one between 50 and 200 employees. – Why poor governance kills projects in the first two to three weeks. – The project charter and core artifacts every initiative should start with. – What AI readiness really requires: cybersecurity, data governance, and unstructured data. – Why change management has to start early, not two months before go-live. – How to drive user adoption with town halls, surveys, and a go-live command center. – How AI is reshaping risk management and proactive forecasting. – Jeffrey's tip: do not chase a single tool, start with your business model and value streams. Connect with Jeffrey on LinkedIn (www.linkedin.com/in/jklambert/) or visit bluefusionpartners.com.  Ready to grow and plan your exit? Visit www.BizExitGrow.com. Related episodes: – Ep. 77: How to Stop Being the Bottleneck in Your Business with Brooke Dukes – Ep. 76: How to Implement AI in Your Business and See Results Now with Andrew Brooks 00:00 Intro: Meet Jeffrey K. Lambert of Blue Fusion Partners 01:02 25 years across defense, IT, and SaaS implementations 03:00 What a PMO is and why a growing company needs one 04:28 What goes wrong without project governance 05:47 What a typical client engagement looks like 08:06 What AI readiness actually requires 10:08 Managing organizational change and user adoption 15:11 How AI is reshaping project and risk management 18:20 Jeffrey's tip: start with your business model, not a single tool #ProjectManagement #PMO #DigitalTransformation #ChangeManagement #AIReadiness #SaaSImplementation #DataGovernance #TechProjects #ITConsulting #UserAdoption #ScaleSmarter #SellStronger #ExitAlgorithms #BusinessGrowth #OperationalExcellence

    20 min

  8. 22 juin

    How to Stop Being the Bottleneck in Your Business with Brooke Dukes (#77)

    Do you own a transportation or 3PL business doing $3M or more in revenue? Visit www.bizexitgrow.com to find out how we can help you grow, scale, and exit at maximum value. Once you hit a million in revenue, the founder becomes the growth ceiling. In this episode, we break down how to remove yourself as the bottleneck, build a decision system that pushes choices down to your team, and use AI and psychology to scale without burning out, with Brooke Dukes, former Fortune 500 director, four-time founder, and CEO of BMD Consulting. Brooke spent years as a director at three Fortune 500 companies before leaving corporate to build and exit her own companies. She now helps small and mid-sized founders stop being the bottleneck. We cover: – Brooke's journey from Fortune 500 director to four-time founder and one exit. – Why she would have waited longer and used an exit strategist when she sold. – Why the founder becomes the growth ceiling at $1M and beyond. – How reopening one decision can cost a $5M company $2,000 to $5,000 in team time. – The four-part Success by Design system to stop reactive leadership. – How she uses the Eisenhower Matrix to prioritize CEO time. – Why she hires on culture fit over competence, especially for a COO. – How she built Oz, her AI coaching system, on her own intellectual property. – Brooke's tip: three questions to ask before any decision lands on your desk. Connect with Brooke at brookemdukes.com. Ready to grow and plan your exit? Visit www.BizExitGrow.com. Related episodes: – Ep. 76: How to Implement AI in Your Business and See Results Now with Andrew Brooks – Ep. 75: Why Most Paid Ad Spend Fails (And How to Fix It) with Ari Pirutinsky 00:00 Intro: Meet Brooke Dukes of BMD Consulting 00:37 From Fortune 500 director to leaving corporate 04:27 Her exit and what she would do differently 07:38 What a Success by Design engagement looks like 08:56 Why the founder becomes the growth ceiling 10:48 The real cost of reopening finalized decisions 13:59 How the Eisenhower Matrix prioritizes CEO time 18:43 Why she hires culture fit over competence 20:06 How she built Oz, her AI coaching system 23:57 The biggest AI mistake: garbage in, garbage out 26:19 Her book and the three-question decision filter #FounderBottleneck #BusinessSystems #DelegationSkills #ScalingABusiness #EisenhowerMatrix #LeadershipDevelopment #FounderToCEO #BusinessConsulting #AIforBusiness #KeyManRisk #ScaleSmarter #SellStronger #ExitAlgorithms #BusinessGrowth #Entrepreneurship

    30 min
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À propos

Unlock growth, streamline operations, and prepare your business for a high-value exit. Exit Algorithms features founders, 3PL leaders, and forward-thinking execs who share proven strategies for leveraging technology, automation, and AI to maximize value so you can scale smarter and sell stronger. Tailored for business owners who want to grow, scale, and plan a successful exit.

Informations

  • Création
    Peter Vera
  • Années d’activité
    2025 - 2026
  • Épisodes
    84
  • Classification
    Contenu explicite
  • Copyright
    © 2026 Peter Vera
  • Site web de l’émission
    Exit Algorithms