The Exit - Presented By Flippa The Exit - Presented By Flippa

This week on The Exit: What do you do when you’ve spent years scaling your company with the goal of an exit but the acquiring company falls through? This is what happened to Greg Sloan who started his financial services business one year before the Global Financial Crisis (GFC). After getting through the GFC, Greg decided it was time to build the business rather than just surviving. He successfully grew the business over the next couple of years, but after some self-reflection he decided he wanted to plan his retirement which meant scaling his business with the goal of an exit. He received an external valuation of the business which was well below what he would consider selling for. He identified 12 key factors that he needed to improve in order to grow the value of the business, and by focusing on those factors, Greg doubled the businesses value in just three years. That was when he started talking to potential acquirers. Listen to find out how those conversations went and why finding a buyer was the toughest part of Greg’s exit journey.



Greg Sloan is a serial entrepreneur who started his first business nearly 30 years ago. In the summer of 2006, he found himself at the peak of his professional career as a Vice President for Goldman Sachs, so he designed and presented a new role for his division. When his manager wouldn't accommodate this role change, he quit his job to launch a boutique tax and financial planning firm, Daniel Advisors. During the next thirteen years, Greg grew the practice from a handful of clients to a firm serving forty-five households and managing $110M of investment assets. In January 2020, he sold Daniel Advisors and formally retired as a personal financial planner after 25 years in the industry. He now serves other leaders, founders, and entrepreneurs integrating purpose-centered leadership and decision-making to grow their business and leave their mark.




LinkedIn: https://www.linkedin.com/in/gregonpurpose/

Website: https://www.telosplans.com/

X (Twitter) @Gregonpurpose - https://twitter.com/gregonpurpose


Flippa’s First Access: https://flippa.com/exit

For a Free Flippa Business Valuation: flippa.com/freevaluation



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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

This week on The Exit: Faced with the harsh realities of gender and racial discrimination in her career, Andrea, a lawyer by training, made a transformative decision to become an entrepreneur. Her initial venture aimed to empower women with the essential tools and resources needed to combat workplace discrimination. As Andrea continued her journey, she founded her own consulting firm, where she recognized a pressing need to establish a solution that would provide access to capital for underrepresented founders, particularly women and minority entrepreneurs. Listen to find out what exactly Cadence Cash does, how they are bridging the gap in funding, and how hard it truly is to access fund money when you are a woman.


Andrea Inokon is a C-Suite Executive, Advisor, Lawyer, and Founder with over 20 years experience paving the way for women and minorities in the financial services and technology industries. As a Co-Founder and COO of Cadence Cash, a fintech platform focused on providing funding to underrepresented founders, as well as the Founder and CEO of The 1972 Project, a nonprofit organization focused on gender and racial equality in the workforce, Andrea is a magnetic leader who infuses creative, inclusion solutions into traditional industries and workplaces. Early in her career, Andrea recognized the opportunity to solve for inequity and prejudice in the workplace. With great passion and an unwavering entrepreneurial spirit, Andrea is committed to finding ways to educate and enable organizations to empower their employees.



LinkedIn: https://www.linkedin.com/in/andrea-martin-inokon/

Website: https://cadencecash.com/

The 1972 Project: https://www.linkedin.com/company/the-1972-project/

Flippa’s First Access: https://flippa.com/exit

For a Free Flippa Business Valuation: flippa.com/freevaluation



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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

This week on The Exit: Sergio Ribeiro, founder and CEO of Radiolife, has always thrived on embracing challenges. Armed with a computer science background, he embarked on an entrepreneurial journey after completing his education. His first business took shape in the telecom industry, driven by his realization of the stifling monopolization in the Brazilian telecom sector. Sergio’s perception of the internet’s potential led him to seize the opportunity to introduce a groundbreaking product that significantly slashed call costs by half. As the years rolled on, the company came across an incredible acquisition offer. Sergio and his team weren’t really prepared for an exit, but found it too compelling to decline… Listen to find out the intriguing story of this exit, gain invaluable exit preparation insights from Sergio himself, and explore how he is currently pioneering disruption in the diagnostic industry.



Sergio Ribeiro brings a proven track record of success, marked by a successful exit in the Telecom sector. With a strong foundation in computer science and the distinction of holding two MBA degrees, Sergio possesses over 18 years of valuable experience in steering startups towards growth and innovation. As the Founder and CEO of Radiolife, he is on a mission to reshape the future of diagnostics, leveraging his diverse expertise to drive impactful change in the healthcare landscape.


LinkedIn: https://www.linkedin.com/in/sergiosaribeiro/

X (Twitter) @Radiolifelabs: https://twitter.com/radiolifelabs

Website: https://www.radiolifelabs.com/

Flippa’s First Access: https://flippa.com/exit

For a Free Flippa Business Valuation: flippa.com/freevaluation



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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

This week on The Exit: We have a very special returning guest, who was in the first ever episode of the show. Lara Morgan needs no introduction – she's an exceptional investor in the health and wellness sectors and a seasoned entrepreneur. We're catching up on her journey, discussing the gender gap in entrepreneurship, and diving into her most recent exit. Her entrepreneurial journey began in 1991, and after 17 years, she successfully exited her first company for a staggering £20 million. Lara now boasts an impressive portfolio of brands, and in this episode, she delves into the motivations behind her acquisitions, her decision-making process, strategies for nurturing and growing successful businesses, and much more. Plus, she imparts invaluable wisdom for female entrepreneurs seeking to bridge the gender gap in entrepreneurship.


Lara Morgan is a British entrepreneur with a track record of delivering exceptional accelerated growth. Her investment strategy in wellbeing products primarily is pinned to improving life’s journey. Investing as a family office she has a portfolio of seven consumer services businesses which she works to drive sales, leadership and innovation. Lara founded her first business, Pacific Direct, in 1991 at the age of just 23. She quickly grew Pacific Direct into a specialist global supplier of luxury high end brands for five-star hotels. Seventeen years later, she sold Pacific Direct for £20 million. At Pacific Direct she was involved in multiple disciplines from luxury brand licensing, marketing, retail operations to commercial and private label development. She is actively engaged with various global non-profits as a board member or advisor.


LinkedIn: https://www.linkedin.com/in/laramorgan/

Twitter @iamlaramorgan: https://twitter.com/iamlaramorgan

Website: www.laramorgan.co.uk

Lara’s First Appearance on The Exit:
https://flippa.com/blog/the-exit-podcast-solo-act-to-booming-business-with-lara-morgan/

Scentered: https://scentered.com/

Flippa’s First Access: https://flippa.com/exit

For a Free Flippa Business Valuation: flippa.com/freevaluation



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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

This week on The Exit: Delilah Panio has been in the capital markets for over 25 years, and since the very start of her career, she noticed that VC is a male-dominated industry. Disturbed by the glaring disparity in funding opportunities between women and their male counterparts, she has passionately dedicated herself to bridging this financial divide. Delilah's current mission revolves around narrowing the funding gap and furnishing founders with practical, purposeful guidance on securing aligned capital for their ventures. Tune in to gain profound insights into the world of venture capital, crowdfunding, and effective fundraising from a genuine industry expert.


Delilah Panio is the Vice President of U.S. Capital Formation for Toronto Stock Exchange (TSX) and TSX Venture Exchange (TSXV) based in Southern California. In this role, Delilah advises U.S. companies on the opportunity to list and raise capital on Canada’s premier equity markets. Delilah is also the founder of Fortuna Funding which provides practical and intentional guidance on accessing aligned capital. She has developed a proprietary Investor Readiness Program for early-stage founders. She partnered with UBS and Coralus on Project Female Founder, a global investor ready accelerator for female founders. Delilah is currently Chair of the Funding Committee for Women Leaders of Octane and an Advisory Board Member for MAPLE Business Council (a trade organization between Canada and Southern California), WE Global (an innovation studio for women entrepreneurs), and TheAllyship (driving change for women in venture capital). She is an Activator for Coralus (formerly SheEO) and led the 2016 US launch for this financing vehicle for female and non-binary founders. Delilah is also the Co-Founder of We Are Enough, a non-profit that educates women on why and how to invest in women-owned businesses and/or with a gender lens, which will be launching a global campaign in late 2023.


LinkedIn: https://www.linkedin.com/in/delilah-panio/

Website: https://delilahpanio.com/

TSX - us.tsx.com

Fortuna Funding - http://fortunafunding.biz/

We Are Enough - https://www.weareenough.biz/

Flippa’s First Access: https://flippa.com/exit

For a Free Flippa Business Valuation: flippa.com/freevaluation



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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

This week on The Exit: Brecht Palombo’s business was down 90% year-on-year after the Global Financial Crisis when he knew he had to find another way to make money. With one baby, and another on the way, Brecht was researching lender data in order to find new opportunities when the idea came to him. If he was wanting this information, surely others would too. He compiled the data into a PDF, and then sold this data to others. The first product was simple, but people were paying hundreds of dollars for the information so Brecht knew he was on the right track. He took the concept and grew it into a SaaS business with a subscription offering. From there the business grew and he saw it through to a 7-figure exit. Listen to hear Brecht’s exit story.



Brecht Palombo bought his first business with a partner, the local bike shop, at 15 years old in 1989. In the first dot com boom Brecht sold software and training to small businesses and then to Fortune 1000 and government accounts. In 2009 he started Distressed Pro and BankProspector, which grew to be and still is the number one provider of contacts and non-performing loan and REO portfolio data while listing every bank and credit union in the United States. Brecht optimized that business using the EOS as guidance and then sold it for 7-figures. Brecht has been involved in the sale of more than $200MM in assets for private and institutional investors and creditors. Today, Brecht is on a mission to build and buy businesses while sharing everything he knows, and is still learning.


LinkedIn: https://www.linkedin.com/in/brecht/



Twitter @Brechtify : https://twitter.com/brechtify


Website: https://brechtpalombo.com/


Flippa’s First Access: https://flippa.com/exit


For a Free Flippa Business Valuation: flippa.com/freevaluation



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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/