Build Grow Exit Insights

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

Purpose driven | Chris Williams & Malcolm Lui

Chris Williams, a Partner at WMS, shares how he helps business owners with the tax, accounting, and financial aspects of exit planning. Topics we covered include: – Their six core values – Helping clients save taxes and be successful – Purpose driven without selling – From good to great – Improving a little every day

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Outlier valuations | Stephen Day & Malcolm Lui

Stephen Day, the Founder and Managing Director of Navidar, shares how he helps business owners with the M&A aspects of exit planning. Topics we covered include: – What they do, who they serve – Their competitive advantage – Customized approach with senior attention – Creating outlier valuation by re-positioning their client’s story – Key reasons

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Making Financial Chaos Clear | Kim Ford & Malcolm Lui

Kim Ford, the President of theKFORDgroup, shares how she helps business owners with the financial and accounting aspects of exit planning. Topics we covered include: – How they make financial chaos clear for their clients – How they compete against larger CPA firms – The signs of likely higher estate taxes – Key advice for

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Business value protection | Doug Marshall & Malcolm Lui

Doug Marshall, a Partner at Marshall + Viliesis, shares how he helps business owners with the business value protection aspects of exit planning. Topics we covered include: – What business value protection planning is– The pie chart all business owners should be aware of – The four ways to protect their business – Staggering and

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Creating value beyond the transaction | Jason Brown & Malcolm Lui

Jason Brown, the Managing Partner of PGP Advisory Services, shares how he helps business owners with selling and buying businesses. Topics we covered include: – How many owners try to sell the business themselves – Creating value beyond the transaction – Aligning interests to provide the best solution – Looking at every case strategically –

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Brutally honest | Mazyar Hedayat & Malcolm Lui

Mazyar Hedayat, the President of M. Hedayat & Associations, shares how he helps business owners with the legal aspects of exit planning. Topics we covered include: – Protecting the client so they can either success in what they are doing, or live to fight another day – The downside and costs of not having an

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Reverse diligence before the sale | Jacquelyn Core & Malcolm Lui

Jacquelyn Core, a Partner at The Lynch Law Group, shares how she helps business owners with the legal aspects of exit planning. Topics we covered include: – Anticipating her clients’ needs, managing their risk, and creating business opportunities – Maximizing their value in transaction – Reverse diligence well before the sale – Identifying potential red

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The attorney in the blue suit | Shann Chaudhry & Malcolm Lui

Shann Chaudhry, the Principal Attorney of a boutique law firm in San Antonio, shares how he helps business owners with the legal aspects of exit planning. Topics we covered include: – Their non-traditional holistic approach, starting with the underlying reasons or objectives of their clients – The importance of having the right team of business

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More than just an M&A lawyer | Jim Montgomery & Malcolm Lui

Jim Montgomery, the President of Montgomery & Associates, shares how he helps business owners with more than just the legal side of buying or selling a business. Topics we covered include: – Helping business grow by acquisition – Getting their sales back up before the transaction – More of a business advisor than a lawyer

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