• How Company Culture Alignment Impacts a Sale with Guest Jacqueline Martinezof Alaris Advisors
    2024/07/05

    In this episode I interview guest Jacqueline who is also a sale-side advisor who specializes in selling RIAs - Registered Investment Advisor firms. She brings a wealth of knowledge to the table and insight about the importance of company cultural alignment to a transaction. It isn't always just about the money when we sell a business. Enjoy!

    Visit us at:
    Bsalesgroup.com
    DesignMySale.com

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    23 分
  • The Importance of Leadership Development When Scaling a Business with Shawn Richards, the founder of Blue Sky Business Consulting
    2024/06/18

    In this episode, I welcome Shawn Richards, the founder of Blue Sky Business Consulting. Shawn shares his unique approach to business advising, focusing on helping businesses transition from a growth model to a scaling model. He discusses the four key areas he addresses: financial systems, systems and operations, leadership and team development, and emotional well-being.

    Visit us at:
    Bsalesgroup.com
    DesignMySale.com

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    16 分
  • Using an 831b Insurance Tool to Reduce Risk and Taxes
    2024/06/11

    In this episode I interview insurance expert Van Carlson, an insurance risk reduction expert and the owner of SRA. Van reveals how business owners can use IRS Code Section 831b to defer taxes and reduce risk, especially in anticipation of the sale of their business. This powerful, yet obscure structure is coming to light for small business owners. In the past it has been used mostly by Fortune 500 companies.

    Visit us at:
    Bsalesgroup.com
    DesignMySale.com

    Visit us at:
    Bsalesgroup.com
    DesignMySale.com

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    31 分
  • You Have an Offer, Now What?
    2024/05/30

    In this episode we discuss how NOT to catch the Cinderella Syndrome when negotiating a LOI or IOI. I reveal our unique AI tool which will scan your offer document after you scrub it for the sensitive information, outlining the vulnerabilities and deficiencies in the offer so you can easily pinpoint what you need to focus on. Then, yes, of course, you will receive tips and tactics for negotiating the best possible price and terms for the sale of your business.

    Visit us at:
    Bsalesgroup.com
    DesignMySale.com

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    17 分
  • How AI is Changing the Sale of a Business
    2024/01/02

    The advent of Artificial Intelligence (AI) is changing the way we do business. It has impacted the business of selling businesses as well. In this episode we go international as I interview a world renowned expert in business consulting, Dr. Joe O'Mahoney, Professor at Cardiff University in Whales about the impact of AI on business consulting and selling a business. Dr. O'Mahoney shares valuable insight about the direction of and impact of AI on M&A transactions.

    Visit us at:
    Bsalesgroup.com
    DesignMySale.com

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    41 分
  • Working Capital Discussion for Business Brokers With Treve Kinsey
    2023/12/19

    Working Capital is something that all too often is the reason the sale of a business fails. This episode is designed for Business Brokers and M&A professionals to discuss the need for addressing Working Capital early on in the transaction to increase the likelihood of the transaction closing.

    Visit us at:
    Bsalesgroup.com
    DesignMySale.com

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    34 分
  • Guest Steele Kizerian Reviews How EOS Helps Business Owners Boost Business Value
    2023/12/14

    In this episode we discuss the Entrepreneurial Operating System (EOS) Worldwide and how Steele Kizerian, an EOS Integrator, helps business owners scale and prepare their businesses for a future sale.

    Visit us at:
    Bsalesgroup.com
    DesignMySale.com

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    24 分
  • Good Questions to Ask Buyers When You Meet With One
    2023/12/05


    This episode helps business owners prepare for a meeting with a buyer. As a M&A Advisor I often get asked by business owners what are some good questions to ask a buyer when they meet with them. I have kept a list of good questions that my seller clients have asked buyers over the years and this episode reveals this list. Meetings with buyers should include questions from buyers and questions from sellers. You don't want to go to these meetings unprepared. Smart sellers will not only answer a buyer's questions, they will have a list of questions to ask as well. Buyers like working with smart sellers who have thought about what it is important to them. Enjoy!

    Visit us at:
    Bsalesgroup.com
    DesignMySale.com

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    17 分