Build Grow Exit Insights

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

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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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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