business exit strategy

This week, we are joined by Jaime Taets, an entrepreneur and leadership expert. As the founder and CEO of Keystone Group International, she helps companies build high-performance cultures and develop healthy, purpose-driven leaders.

Listen in as JP and Jaime reveal an innovative approach to building a values-driven business along with strategies for creating impactful cultures where people want to do their best work. They also discuss the changing nature of work and how companies can adapt, finding purpose beyond growth and profits, and tips for cultivating healthy leadership and getting the most out of employees.  

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Episode Highlights:

01:00 Reduce Risk and Increase Company Value

05:22 Work–Life–Balance Post-Pandemic

08:46 The Value of Purpose in Business Venture

12:18 Leadership Development and AI Adoption 

16:01 The Conversation About Culture Trends and Purpose

18:58 Learn From the Younger Generation

Zach Winner is an experienced real estate investor and the co-founding partner of Prosperity Commercial Real Estate, an investment fund focused on value-added multifamily apartment complexes. With over 20 years in the industry, Zach specializes in syndicating larger apartment deals for passive investors, leveraging his expertise in deal structuring, financing, and active management to drive strong risk-adjusted returns. When he isn't growing his real estate portfolio, Zach remains an avid observer of cryptocurrency and technology trends. 

In this episode, JP and Zach provide insights into upgrading units to boost cash flow, syndicating deals to passive investors, typical returns, predictions for interest rates and real estate cycles, views on Bitcoin and cryptocurrency, and pondering how rapidly advancing technologies like artificial intelligence may impact our future. Tune in and gain valuable perspectives on multifamily strategies, finance, and tech trends from this wide-ranging conversation.

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Episode Highlights:

01:01 Getting Into Law

06:32 Family Properties vs Commercial Properties

10:40 Selling a Company

15:22 Typical Investment for Investors

21:17 Reals Estate Investment, Bitcoin Halving, and Economic Cycles 

28:50 The Future of Economics with Crypto and AI 

This week, AI expert Josh Bachynski shares his predictions on the future of artificial intelligence and how it will impact us. Josh got involved in web development during the early days of the internet. This sparked his interest in AI, a field he has worked in ever since. Currently, Josh works as an AI consultant focusing on reverse engineering AI systems.

Listen in as JP and Josh discuss which companies are leading the AI race, how AI can both disrupt and create new job opportunities, why Bitcoin may eventually replace the US dollar as the global reserve currency, and why the government’s regulation attempts may have little effect on curbing large tech companies' power.

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Episode Highlights:

03:49 AI Deployment and Societal Concerns

08:17 Data Privacy and Manipulation in Digital Marketing

16:14 AI Investment and Its Impact on Business

25:06 AI-Generated Content and Its Impact on the Creative Industry

32:58 Crypto-Currency, AI, and Economic Power

45:11 The Truth About AI Companions

50:45 Regulating AI and Big Tech Companies  

In this podcast episode, we discuss the steps you need to follow to make your business saleable. Our featured guest on the show is Chris Shipferling, Managing Partner at GW Partners and Founding Partner at SouthCol.co

On the Show Today, You’ll Learn:

• Key tips for successful business sales. 
• How can merchants ensure their business isn't undervalued when selling.
• Strategies to drive growth and attract buyers.
• Role of private equity in the e-commerce market and its impact on sales.
• Challenges arising from the gap between buyer and seller expectations. 
• Significance of LTV, CAC, and AOV in your business and optimizing them for growth. 
• The power of a well-structured business plan.
• The crucial language of aligning marketing and finance teams.

Links & Resources

Website: https://www.southcol.co/
LinkedIn: https://www.linkedin.com/in/chrisshipferling

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For inquiries about becoming a guest or sponsoring the podcast, email claus@clauslauter.com.


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However, this specific field requires guidance from experienced professionals who possess the necessary knowledge, industry insights, and negotiation skills. Engaging experts in the field not only enhances your chances of making successful deals but also instills confidence among stakeholders. 

This episode features an insightful conversation with serial entrepreneur Joey Pamic. His adeptness lies in spearheading Power-Tek Group's corporate growth ventures by remarkably broadening the company's service portfolio and extending its presence to newer territories via meticulously chosen acquisitions. 

Listen in as Joey discusses his career path from private equity to building Power-Tek, including lessons he learned about the ropes of dealmaking, the importance of building trust and rapport with sellers, the value of diversifying to withstand economic swings, having the due diligence to uncover any risk, and more. 

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Episode Highlights:

01:21  Serendipitous Career Discovery

04:05 Learning the Ropes 

07:12 The Importance of Building Rapport with Sellers

13:47 Abundant Opportunities in the M&A Market

18:02 Lessons Learned from an MBA

21:02 A Vision for Power-Tek's Strategic Growth

26:17 Leveraging AI in Business Operations

28:20 Finding Motivation in Business and Life

Resources: 

Get Your Copy of JP’s Book

The Millionaire’s Lawyer: Grow and Sell Your Business for Maximum Profitability  

Throughout her journey, Adi has achieved several noteworthy milestones, including owning her first MMA gym at the incredibly young age of 20. She's also established a thriving call center business, which she successfully exited in 2012. In 2013, Adi founded Dedicated Office Solutions and transformed it into a seven-figure success story. Moreover, in 2017, she and her husband ventured into the world of MMA once again by opening Campuzano MMA in Frisco, Texas, and impressively navigated the challenges of 2020.

Adi's expertise spans various domains, from building businesses and teams to consultative sales, effective communication, and raising a family. Her wealth of knowledge and experience has positioned her as a valuable resource for anyone looking to excel in the world of entrepreneurship.

In our conversation today, we'll delve into a range of topics, including front-end customer service, lead qualification, appointment setting, and best practices for entrepreneurs. We'll also explore the secrets to building a business you don't hate and leveraging outsourcing for optimal results.

To connect with Adi and tap into her insights, visit DedicatedOffice.com or reach out to her via email at adi@dedicatedos.com. You can also find her on Facebook at https://www.facebook.com/DedicatedOfficeSolutions or connect with her through her personal profile, Adi Campuzano.

Thank you for support Building Great Sales Teams!

If you want to learn more about our host Doug Mitchell or get free BGST resources go to www.salesprogrambuilder.com.

Crypto accounting is a new ball game, significantly different from the traditional accounting for fiat currency we were used to. Hence, the conventional principles may not apply as is. Due to its volatile nature, tracking crypto transactions can be complex as their value at a point can drastically differ a few hours apart. Moreover, the absence of physical presence and international borders induces much ambiguity. 

In this episode, Crypto Tax Made Easy Founder Matthew Walrath will help us ride the crypto wave without drowning in it. With his "Do-It-For-You" tax service and "Do-It-Yourself" crypto tax course, Matthew has successfully assisted numerous crypto investors, leading to aggregate savings of tens of millions of dollars on cryptocurrency taxes. By offering a promise of completing their tax reports within the next 21 days, he not only ensures monetary savings for his clients but also saves them considerable time and provides them the assurance of properly filed taxes.

Listen in as JP and Matthew help us navigate the tricky world of crypto and taxation. Jump aboard as they unpack crucial topics such as tax regulations in crypto, its software underpinnings, the implications of mass adoption, how AI is optimizing crypto transactions, and how data privacy concerns are being addressed. 

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Episode Highlights:

02:28 Crypto Investment

05:15  How Crypto Tax Software Works 

09:57 The Network Effects

13:10 Crypto Mass Adoption

19:07 Crypto and AI 

23:36 Tech Impact on the Future 

25:42 Life Surfing

But the question that still bothers many is, Will AI replace humans and ultimately become a threat to job security? This week, JP sits with AI Futurist and AI Strategy Consultant, Garik Tate. Garik is the brain behind the Vahalla Team, a tech firm dedicated to fast-tracking mankind by enhancing the influence of tech companies that have a purpose-driven approach. 

Listen in as JP and Garik discuss how AI is changing the way we manage our assets, boosting efficiency, and helping create automated systems beyond ChatGPT. They also talk about five areas in our business where we can leverage AI and where AI detectors can potentially present vulnerabilities and limitations. 

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Episode Highlights:

02:38 The Future with AI

06:50 AI and Blockchain 

09:37 AI and Job Security

14:06 AI and Efficiency

18:10 Move Beyond Chat GPT

24:25 The AI Game

27:39 AI and Accuracy

Resources: 

Get Your Copy of JP’s Book

• The Millionaire’s Lawyer: Grow and Sell Your Business for Maximum Profitability  

Therefore, by understanding how to communicate with your customers, clients, partners, and employees in a way that resonates with them, you can lead any conversation without coming on too strong that you lose their interest. In this episode, we are joined by Bulletproof Your Mindset author, Paul Aucoin to discuss how we can improve our communication and overcome setbacks and frustrations in our entrepreneurial journey.

Join JP and Paul as they delve into the psychology behind knocking on people's doors and pick up some practical pointers on preparing for setbacks, setting up exit agreements, and managing your employees. They'll share advice on resolving conflicts, the value of excellent communication skills, dealing with frustration, and draw on insights from Paul's book, "Bulletproof Your Mindset: Think Like a Business Owner" and the ABCs to remember when you get into a sticky situation.

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Episode Highlights:

01:31 Shifting to the Sales Industry   

06:09 Prepared for Failure

09:09 Bulletproof Your Mindset

11:22 How to Take Control of the Situation

15:45 Listen to Your Employees

17:56 The Psychology of Knocking on People’s Doors 

20:24 Communicating Intent

Resources: 

Get Your Copy of JP’s Book

The Millionaire’s Lawyer: Grow and Sell Your Business for Maximum Profitability  

Get Your Copy of Paul’s Book

Bulletproof Your Mindset: Think Like a Business Owner.: Take Responsibility and Take Control of Your Life

When Branzio Watches Founder, Ronnie Teja first started his entrepreneurial journey, it was all about making money to survive and take care of his family. It wasn't until later on that he realized that money can be used in order to achieve more than just making more money. Today, his focus is on creating opportunities for others to attain the freedom that allows them to live their lives on their terms.

Listen in as JP and Ronnie reveal the secret to creating more freedom as you build your business. They also discuss how to leverage AI to make your processes more efficient, why we should be mindful of our close cicle, the two qualities that an entrepreneur must have no matter what, hiring tips, the importance of having a management system in place, and Ronnie’s tips when you are planning to buy a watch. 

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Episode Highlights:

02:11 Doing Something For Yourself

06:47 Blockchain, Crypto, and NFTs

10:52 Choosing Your Circle 

15:26 3 Things You Need as an Entrepreneur

18:57 Before You Buy a Watch

23:19 Who to Surround Your Self With

Resources: 

Get Your Copy of JP’s Book

• The Millionaire’s Lawyer: Grow and Sell Your Business for Maximum Profitability  

Understanding the Web3 world can be challenging, but it also provides great opportunities to those who are willing to learn more about it. By understanding how decentralization works and how blockchain technology can be used, people can gain financial freedom and secure asset value. 

This week, JP sits with James Burnie, a partner at GunnerCooke law firm. James advises a wide range of firms on financial services regulation and FinTech. His work on blockchain technology and crypto has received awards and he was also recognized as one of the top recommended lawyers by Legal 500. 

Listen in as JP and James discuss the evolving world of web3, money laundering rules, privacy concerns about crypto, how decentralization impacts the industry, fundraising gap and the value of tokens, things you need to know about staking, the importance of NFTs, and James’ tips to achieve better settlements and get the highest market advantage. 

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Episode Highlights:

01:41 The Evolving World of Web3

06:32 Guiding Principles and Regulations

09:31 The Money Laundering and Decentralization Issues

16:18 Giving the Power Back to People

23:56 Things to Know About Staking

28:10 Who Really Wins? 

32:58 How to Get the Best Settlement 

37:12 Why Are NFTs Important? 

44:37 Getting the Highest Market Advantage

48:28 Take Legal to Your Own Advantage

Resources: 

Get Your Copy of JP’s Book

• The Millionaire’s Lawyer: Grow and Sell Your Business for Maximum Profitability  

Being raised by her single mother and growing up on a dangerous street in South Central LA, April Smith Jones had many obstacles ahead of her. Taking full advantage of her opportunities, she completed college at UC Berkeley and then went on to earn her law degree from UC Hastings College of Law. Jones rose above difficult circumstances with determination, hard work, and an unwavering commitment to achieving her goals.

This week, JP and April open a way for us to break any impossibility. Listen in as they summarize entrepreneurship in a few meaningful words and discuss the importance of finding your win in every situation, being ready and adaptable in the face of change, practical steps to achieve productivity, how to keep your wit, and much more!

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Episode Highlights:

01:48 Meet April

05:07 How Law Has Evolved Over the Years

11:06 How To Do It All

15:51 Keep Your Wits

20:42 Work with April  

22:31 Are You Willing To Do Whatever It Takes?

Resources: 

Get Your Copy of JP’s Book

• The Millionaire’s Lawyer: Grow and Sell Your Business for Maximum Profitability  

This week, Personal Collective Co-Founder, Gail Doby joins JP McAvoy in an engaging conversation about building the foundation of and running a successful and thriving business. In her 20 years as a creative entrepreneur, Gail has helped her clients master the art of increasing their profitability through innovative strategies while creating a space for them to grow personally.  

Listen in as JP and Gail talk about growing personally in order to grow professionally, what borrowing confidence means, and understanding your mindset so that you can stay focused on achieving your goals. They also discuss how to define your end goal in four questions, the five things you need to run a successful business, the best way to manage your time and attention, what motivates a team, how to know when you’re hitting your goals, as well as some motivation boosters along with Gail’s advice to ensure your success in whatever you do. 

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Episode Highlights:

02:31 Rethinking Life Goals

06:04 Defining Your End Goal

10:14 Knowing Your Yes and No’s

15:59 What Motivates People

20:51 Are You Hitting Your Goals?

Resources: 

Get Your Copy of JP’s Book

• The Millionaire’s Lawyer: Grow and Sell Your Business for Maximum Profitability  

In this episode, Jason Collett talks about exiting your business successfully, crossing the finish line strong, and maximizing profits by exploring life after business. He is an executive advisor, keynote speaker, strategic HR, and transitioning business owner. He helps business owners achieve their dreams by positioning their company and building effective processes that ensure a profitable and quick sale of businesses.

Jason is committed to inspiring and educating business leaders and HR professionals around the globe. He offers dynamic keynotes on the big stage to deliver pragmatic leadership and strategic solutions. If you are a business owner or a retiree who wants to ensure that you get the right valuation for your business, reach out to Jason Collett by visiting his LinkedIn profile at https://www.linkedin.com/in/jasontcollett/.

Mitchell Levy is the Global Credibility Expert at AHAthat, the first AHA leadership (Thought Leadership) platform on the market for thought leaders, experts and companies to unleash their genius to the world. His passion is helping entrepreneurs, business owners and C-Suite Executives get known as thought leaders & become best-selling authors with the AHA platform. He is an accomplished entrepreneur who has created 20 businesses in Silicon Valley including four publishing companies that have published over 800 books. Mitchell is an international best-selling author with 60 business books, has provided strategic consulting to over 100 companies, has advised over 500 CEOs on critical business issues, and has been chairman of the board of a NASDAQ-listed company.

Visit https://www.credibilitynation.com to learn more about the Credibility Nation community.

Visit https://www.ahathat.com/author to learn how you can become an Amazon best-selling author in 4 months.

How do I sell my business? What steps do I need to take to retire from my small business? We’ve got three tips for you to consider. Our guest this episode is Jason Gove, vice president at National Bank of Arizona. He gives three tips to business owners looking to sell, exit or retire from their business. Brent Cannon, EVP, director of community banking is your host for Financial Cents, Arizona’s Financial Podcast.  

On this podcast, Brent and his guests give insights that viewers could only get if they had a friend in the business. Jason Gove answers the top three questions every business owner should ask themselves before selling their business. 

1) How do I get ready to sell the business?
2) How do I diversify my family’s income? 
3) Why should I prioritize a full risk audit?  

Brent Cannon and real local bankers answering questions and providing insights as to what is happening in the Arizona market. You can't Google these answers folks. Find out why National Bank of Arizona is The Only Bank You Need.  

Subscribe to watch or listen to the full episode to get all of Jason’s insights at nbaz.com/financial-cents. 

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