Build Grow Exit Insights

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

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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 –

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »
Scroll to Top