Build Grow Exit Insights

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

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

Read More »

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

Read More »

Your Exit Map | John Dini & Malcolm Lui

John Dini, the Founder and CEO of The Exit Map, shares how he helps business owners with their exit planning. Topics we covered include: – What the Exit Map software does – Developing an exit planning strategy in 90 days – How exit planning can change on the fly – ESOP – Selling to families

Read More »

How EOS helps with exit planning | Elizabeth Davis & Malcolm Lui

Elizabeth Davis, the Founder and President of Authentic Impact, shares how she helps business owners with their exit planning via the Entrepreneurial Operating System (EOS). Topics we covered include: – The challenges and problems business owners have when it comes to preparing their companies for exit – How & when owners realize that their business

Read More »

Higher business value via PEO services | John Seybold & Malcolm Lui

John Seybold, the Market Manager of Employer Flexible, shares how he helps business owners with human resource aspects of exit planning. Topics we covered include: – The range of services provided by Employer Flexible – What they don’t do on the HR side – Common problems businesses have prior to transaction – How they helped

Read More »

Planning for the unanticipated | Carolyn Smith & Malcolm Lui

Carolyn Smith, the Senior Partner of C3 Financial Partners, shares how she helps business owners with reducing unanticipated risk through life insurance. Topics we covered include: – Examples of unanticipated risks – Documentation review, from napkins to attorney drawn – Why a business might require life insurance for owners and key employees – Structuring life

Read More »

Avoiding the tax traps of exits | Steven Bankler & Malcolm Lui

Steven Bankler, the owner of Steven Bankler, CPA, Ltd, and I discussed how his firm helps business owners with the accounting and tax aspects of exit planning. Topics we covered include: – The three most important things about accounting, taxes, and exit planning – The dollar impact of having the right tax strategy – Exit

Read More »

Selling your business to a non-profit | Randy Harig & Malcolm Lui

Randy Harig, the CEO of the Texas Research & Technology Foundation (TRTF), and I discussed how business owners can sell their business to non-profits like TRTF. Topics we covered include: – How company acquisitions will fund their community development projects – How and why they acquired a lumber company for their portfolio – Why the

Read More »

How a lawyer can help with your exit | James Rosenblatt & Malcolm Lui

James Rosenblatt, the President of the Rosenblatt Law Firm, and I discussed how his firm helps business owners with the legal aspects of exit planning. Topics we covered include: – Their client’s most common challenges – When to start exit planning – Separating IP and hard assets – Renegotiating existing agreements to make them attractive

Read More »
Scroll to Top