Steve Whitteberry: Navigating Business Ownership Transitions: Strategies for Success and Legacy Building

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Steve Whitteberry: Navigating Business Ownership Transitions: Strategies for Success and Legacy Building

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🧠 What’s Your Business Really Worth — and Are You Ready to Let Go?Most business owners think they’ll know when it’s time to transition — but are they prepared for what it really takes to exit without regret?In this episode of Legacy Leaders, guest host James Moore sits down with Steve Whitteberry, M&A advisor and founder of Invictus MA, who specializes in helping privately held businesses navigate ownership transitions. Together, they explore the often-overlooked realities of exit planning, sharing valuable insights and practical tips for business owners nearing retirement or preparing for succession. Steve draws from decades of experience in finance, M&A, and corporate leadership to discuss valuation gaps, emotional readiness, and why exit planning isn’t just about a number — it’s about legacy. This episode is a must-listen for entrepreneurs, business owners, and advisors looking to lead their company into its next chapter with purpose and clarity. 🔑 Key Takeaways: 💵 Valuation Reality Check: Most owners overestimate their business’s worth based on personal financial goals — not market realities. 🧰 Opinion of Value vs. Full Appraisal: Steve explains a cost-effective way to understand what your business could actually sell for in the next 18 months. 🧠 Transition is Emotional: Owners struggle with identity and letting go — and many don’t think beyond “golfing” into their next purpose. 🏗 The Stronger the Team, the Smoother the Exit: If your business can’t run without you, it’s not ready to sell. 📊 Start Sooner Than You Think: Planning now — even if you’re years from retiring — means a better, more profitable outcome later. "Most business owners determine value based on what they need to retire — not what the business is actually worth." "If you can leave your business for six months and it runs without you, that’s a business ready for transition." "Planning a transition isn’t an expense — it’s an investment that can return 10x or more." 💬 Quotes from Steve Whitteberry: 🔗 Conclusion:Exit planning doesn’t start when you're ready to leave — it starts when you’re ready to think differently about your business. To connect with Steve, visit invictusma.com or email him directly at steve@invictusma.com.🎁 BONUS: Mention this podcast to receive a complimentary copy of How to Transition from Your Business Without Regret or the Beating the Boomer Bust report! Learn more about your ad choices. Visit megaphone.fm/adchoices