Build Grow Exit Insights

How top business advisors help their clients build, grow and exit their businesses

World class business ideas | Karl Barham & Malcolm Lui

Karl Barham, the President of Transworld Atlanta Peachtree, shares how he helps business owners prepare and sell their business. Topics we covered include: Strong focus on the local business community Relationship driven over transactional Change management to help business owners think differently about their business Introducing ideas that world class business owners do Better to

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Selling the tough to sell | Scott Cronk & Malcolm Lui

Scott Cronk, the owner of TYLAS International, shares how he helps business owners sell their business. Topics we covered include: Selling business that are too small for other brokers Enhancing value through purchase price allocation The inexact science of valuing a business What a business is truly worth Managing fear to get to the closing

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Making businesses sellable | Arnie Hendricks & Malcolm Lui

Arnie Hendricks, the Principal at Financial Management Resources, shares how he helps business owners with increasing business value prior to an exit. Topics we covered include: – Why clients choose him vs competition: they work directly with him, on an hourly basis – The silver lining of the pandemic – Required runway to make a

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Non-cookie cutter solutions | Jesse Allan and Luke LeGrand & Malcolm Lui

Jesse Allan and Luke LeGrand, Commercial Realtors at KW Commercial, shares how they help business owners with the commercial real estate aspects of exit planning. Topics we covered include: – Non cookie cutter solutions – Determining their client’s goals and the best solutions for them – Development and financial projection perspectives – What to do

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Preparing for opportunities | Brian Murphy & Malcolm Lui

Brian Murphy, the President and Managing Director of Meridian Capital, shares how he and his team helps business owners with ownership transitions. Topics we covered include: – Focused on three core themes across nine different sub-industries – Finding clients through warm outreach and referrals – The benefits of an independent investment bank – Thousands of

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Systemizing sales | Kevin Shaughnessy & Malcolm Lui

Kevin Shaughnessy, a Fractional VP of Sales at Sales Xcelerator, shares how he helps business owners with systemize their sales processes as part of their exit planning. Topics we covered include: – How they differ: execution in addition to planning and strategy – The substantial problem of business owners – Repeatable processes to get back

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Fixed price legal counsel | Michelle Bomberger & Malcolm Lui

Michelle Bomberger, the founder and CEO of Equinox Business Law Group, shares how she and team helps business owners with the legal aspects of exit planning. Topics we covered include: – Large company legal services for small and mid-sized companies – How business law should be – Their fixed price General Counsel Services model –

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Bridging the gap | Richard Barkley & Malcolm Lui

Richard Barkley, a Certified Valuation Analyst and Financial Planner at Benchmark Business Consulting, shares how he helps business owners with the valuation aspects of exit planning. Topics we covered include: – Different perspective from most accountants – Identifying and assessing risks – Adding value by mitigating risks – Ranking with their peers – Bridging the

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Unified leadership teams | Doug Hall & Malcolm Lui

Doug Hall, the Leadership Team Coach of Resources for CEOs, shares how he helps business owners with the leadership and team building aspects of exit planning. Topics we covered include: – Upgrading your business operating systems – The most important factor when choosing a leadership coach – The number one value detractor – Unified leadership

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Their own private family office | Troy Niehaus & Malcolm Lui

Troy Niehaus, a wealth advisor at Bernstein Private Wealth Management, shares how he helps business owners with exit planning. Topics we covered include: – Their own private family office – Leveraging internal and external professionals – Different levels of fiduciary duty – How he helps clients evaluate their exit options – When you leave too

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