Build Grow Exit Insights

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

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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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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