Blog
The Benefits of Planning Your Business Exit From the Start
BIG EXITS START WITH INTENTION
Big exits rarely come from luck. They come from deliberate choices. Diane Prince’s journey—from a side room in a rental home to a $28 million sale—shows how intention drives outcomes. She focused on …
The Step-by-Step Journey of Building and Selling a Thriving Community
HOW TO SELL A DIGITAL COMMUNITY THAT LASTS
Selling a digital community isn’t a shortcut or a magic trick. It’s a deliberate process: shifting from personality-driven content to a documented, delegable system a buyer can trust. Carol Tic…
Emotion Meets Evidence: Choosing The Right Horse And The Right Company
Buying a business and buying a horse look far apart on paper. In practice, the decisions feel the same. Risk shows up fast. Emotion follows. Judgment decides the outcome. In this conversation with Chesney Reeves, rider instinct becomes a guide for d…
From Concept to Exit: Lessons in Business Strategy
The Leap Isn’t Always RomanticEntrepreneurs love the idea of a bold leap. Up close, it rarely looks romantic. Scott Schwab’s story shows how clarity, structure, and patient persistence can carry you when the market shrugs at your idea. H…
Scaling Smarter: Avoid Growth Mistakes That Hurt Your Exit Value
SCALING WITHOUT BURNOUTBuilding a company that grows without draining the founder is a strategic decision. Many CEOs chase revenue while pushing time management, systems, and training to the side. When that happens, perfectionism takes over and lead…
The Secret Service Approach to Managing Risk in Business Transitions
Transitions and IdentityTransitions test both identity and systems. A 25-year Secret Service veteran explained how living at full speed can refine your planning or destroy your balance if you never reset. The same is true for founders preparing to s…
How IP Due Diligence Saves Deals
The Hidden Variable in Every Deal
Intellectual property runs through every major business transaction, even when no one mentions the word “patent.” In fast-moving acquisitions, buyers assume the brand, technology, and content are tidy a…
From Earnest Money to Flow of Funds: How Escrow De‑Risks Your Deal
Deals Built on Trust, Timing, and ClarityMergers and acquisitions live and die on trust, timing, and paperwork that actually does what it promises.
This conversation with Arizona Title and Escrow Corporation’s Monica May Dunn cuts to the core…
How Jessica Golden Bought an Accounting Firm and What Every Business Buyer Can Learn
Buying a business is not passive income. It is complex work that demands planning, capital, and commitment. In this episode, certified public accountant Jessica Golden shares how she bought an accounting firm and now manages it while splitting her t…
From Solo to Sold: A Digital Marketing Agency's Journey
Building and Selling a Digital Marketing Agency: Lessons from Kim Grennan
Building and selling a digital marketing agency is rarely a straight path. It’s a journey filled with unexpected turns, strategic moves, and lessons that only come from…
The Art of Leadership Communication
The Unseen Communication Gap in Leadership: Why Nobody Understands You
Leadership isn’t just about making decisions. It’s about making sure those decisions actually land with your team.
And here’s the problem: in today’s bu…
The Emotional Arc of Selling Your Business
Why Emotions Can Make or Break the Deal
When most people think about selling a business, they picture balance sheets, contracts, and negotiations.What’s often missing from the conversation? The human being behind the deal.
In our latest podc…
Legacy vs. Liquidity: The True Cost of Selling
When “Too Good to Be True” Actually Is: Why One Family Business Walked Away from a Buyout
Navigating the world of business acquisitions is rarely straightforward, especially for family-owned businesses built on legacy and relationships.…
Cash Flow Confessions: When Good Growth Goes Bad
Growing a million-dollar business takes more than just a great idea. It takes the right kind of funding and a smart approach. In our latest podcast episode, growth strategist Diti shared what business owners need to know about raising capital the ri…
Know Your Numbers, Know Your Worth
When it comes time to sell your business, the numbers tell the story. And if that story isn’t clear, consistent, and trustworthy, it could seriously hurt your chances of a successful exit.
On a recent episode of Mergers, She Wrote, host Palom…
Why Your Employee Policies Could Make or Break Your Business Sale
In this episode of Mergers She Wrote, employment law expert Sarah O’Keefe explains why getting your people and policies in order is essential if you want to protect your valuation and avoid last-minute deal breakers.
One of the biggest risks …
From Dirt Lot to Dream Exit: The Tyler Copenhaver-Heath Story
The path from startup to a successful business exit is rarely simple, as entrepreneur Tyler Copenhaver-Heath’s story shows. Despite a background in biochemistry and some initial hesitation about entrepreneurship, Tyler built and sold multiple …
Building, Growing, and Selling: One Entrepreneur's Journey
When Steve Adams started out bagging groceries at Basha’s Markets in Arizona, he probably never imagined that decades later he would be reflecting on the sale of two thriving businesses he built from the ground up. His journey from employee to…
Beyond the Basics: Building a Cybersecurity Framework That Works
Cybersecurity for Scaling Businesses: Protecting Your Value and Exit Strategy
In today's increasingly digital landscape, cybersecurity has evolved from a technical afterthought to a critical business imperative – especially for businesses pla…
Beyond the Bottom Line: Creating Wealth That Transcends Your Business
Planning for Success: Business Exit Strategies and Wealth Management
The most successful business owners understand that every journey eventually comes to an end. Whether through retirement, family succession, or a lucrative sale, exiting your busi…
Relationship Banking: The Key to Successful Business Acquisitions
Navigating the Complex World of Small Business Administration (SBA) Lending
The process of acquiring a business through SBA lending can often feel like scaling a barbed wire fence—challenging, potentially painful, but ultimately rewarding whe…
Preserving Business Legacies When the Kids Won't Take Over
The landscape of mergers and acquisitions is constantly evolving, but one area that remains underserved is the small to mid-sized business market. In a recent episode of "Mergers, She Wrote," Kazem Harfouche, Managing Partner of Cedar Crest Capital,…