Build Grow Exit Insights

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

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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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

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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

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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

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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

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