Build Grow Exit Insights

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

Excellence through Succession | Michael Beck & Malcolm Lui

Michael Beck, the Executive Coach and Strategist of Eliciting Excellence, shares how he helps business owners with the succession aspects of exit planning. Topics we covered include: – Successor assessments – Successors for internal and external transitions – Leadership and strategic thinking development – Developing the ability to influence others – The ability to developing

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300 deals over the last 20 years | Kevin Short & Malcolm Lui

Kevin Short, the Managing Partner and CEO of Clayton Capital Partners, shares how he and his firm helps business owners with the sale of their firm. Topics we covered include: – Getting ready to market – Finding the best buyers – How business owners find them – The importance of secrecy – Their readiness to

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Auditable and ready to exit | Cristina Silingardi & Malcolm Lui

Cristina Silingardi, a Managing Director of vcfo, shares how she helps business owners with the finance and HR aspects of exit planning. Topics we covered include: – The importance of being auditable and ready to exit – If you don’t have an exit plan, an exit will happen to you – Multiple perspectives to provide

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Purpose driven valuation | Jim Park & Malcolm Lui

Jim Park, a partner at Munroe, Park and Johnson Inc., shares how he helps business owners with the valuation aspects of exit planning. Topics we covered include: – The importance of the purpose of a valuation – The fair market value standard – Hypothetical vs strategic buyers – Has a buyer already been identified? –

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Selling a business with no regrets | Stefan Lagmark & Malcolm Lui

Stefan Lagmark, the Managing Principal of Alamo Brokers of Texas, shares how he helps business owners with the business brokerage aspects of exit planning. Topics we covered include: – Preparing the business and the owner for the sale – Helping the owner after the sale – Reasons why business owners may decide not to sell

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Philanthropic exit planning | Elliot Dole & Malcolm Lui

Elliot Dole, a Wealth Advisor at Buckingham Strategic Wealth, shares how he helps business owners with exit planning and philanthropy. Topics we covered include: – End goals – Planning order vs life order – Definition of success – Legacy planning for their children – Charitable giving and planning – Contributing to the community – Avoiding

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The relationship banker | Lisa Mochel & Malcolm Lui

Lisa Mochel, the Vice President Treasury & Business Development Officer at Lone Star Capital Bank, shares how she helps business owners with more than just the commercial banking aspects of exit planning. Topics we covered include: – Relationship driven process – Who do you plan to sell to – Selling locally or to a conglomerate

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The exit planning quarterback | Mitchell Byrum & Malcolm Lui

Mitchell Byrum, a Financial Planning Associate at S. Harris Financial Group, shares how he helps business owners with the financial planning side of their exit planning. Topics we covered include: – Valuing their business – Best practices for business valuation and financial planning – Finding the right valuation expert – Forecasted business valuation vs actual

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