Build Grow Exit Insights

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

Creating Pathways | Don Maranca and Kelly Shy & Malcolm Lui

Don Maranca and Kelly Shy of JDSM Enterprises, shares how they help business owners build, grow, and exit their businesses. Topics we covered include: – Helping businesses owners get what they want – Creating pathways through discernment – The mirage of clarity without accountability – Helping first, one of their core values – How TAB

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The Best Version Framework | Eric Swick & Malcolm Lui

Eric Swick, the President of Swick Business Strategies, shares how he helps business owners with the strategic aspects of exit planning. Topics we covered include: – How he sold his CPA firm to his client – Their Best Version Business Framework – Beginning a relationship with no preconceived notions – How an ESOP was a

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The Escape Artist | John Martinka & Malcolm Lui

John Martinka, the Founder of Martinka Consulting, shares how he helps business owners with their exit planning. Topics we covered include: – The Escape Artist – If they can sell Pet Rocks, why can’t you sell your business – Asking the questions others are afraid to ask – The challenge of “going to get to

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The business owner’s advantage | Eric Kala & Malcolm Lui

Eric Kala, the CEO of Avid Wealth Partners, shares how he helps business owners with the wealth management aspects of exit planning. Topics we covered include: – Their business owner advantage – Runway required to close the valuation gap – The $50m business that isn’t a business – What money buys – A successful exit

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Market leading knowledge | Gregory Kovsky & Malcolm Lui

Gregory Kovsky, the President and CEO of IBA, shares how he and his helps business owners with the QQQ aspects of exit planning. Topics we covered include: – Their market leading knowledge and experience – 100% paid on performance – Why they work with only 1 out of 3 business who approach them – Their

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The 360 degree advisor | Mark Puzdrak & Malcolm Lui

Mark Puzdrak, the Founder of Puzdrak CPA, shares how he helps business owners with the accounting and financial aspects of exit planning. Topics we covered include: – Taking a 360 degree view of their clients – Planting the seed for future conversations – Annual re-evaluation to ensure they’re on the right track – Planning to

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The risks buyers focus on | Brad Matthews & Malcolm Lui

Brad Matthews, a Manager in the Business Valuation Services and Litigation Support Group at Grossman Yanak & Ford LLP , shares how he helps business owners with the valuation aspects of exit planning. Topics we covered include: Their corporate culture advantage The risks buyers focus on Formalizing long term business relationships The costs of not

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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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