Send us a text
Most owners don’t plan to sell under pressure—yet many do. In this conversation, we sit down as a father–son team to unpack why so many small and mid-sized businesses fail to close, and how to reverse those odds by building real, transferable value long before a sale is on the table.
We walk through a sobering case of a forced exit that left millions behind, then outline a clear blueprint for measuring risk, closing the “value gap,” and positioning a business to attract serious buyers. It’s a practical discussion grounded in experience, with tools you can start applying immediately.
A major focus is intangible capital—the systems, team, data, and customer durability buyers actually pay for. We break down how to benchmark against best-in-class operators in your vertical, convert tribal knowledge into documented processes, reduce owner dependency, improve revenue quality, and simplify diligence.
We also talk candidly about identity and life after the wire hits. Many owners regret selling within a year—not because of price, but because they never designed a purpose for what came next. The holidays offer a fitting metaphor: you can’t hang lights you never tested. Exits demand the same deliberate preparation.
Expect a blend of strategy and heart—lessons from a scrappy family coffee venture, the realities of private-equity readiness, and the mindset shift from transaction to legacy. When 80–90% of your net worth lives inside your company, protecting it isn’t optional. It’s time to map your personal wealth needs to a realistic value range, build the right advisor bench, and engineer risk out of the business so a buyer is eager to own it when the moment comes.
If this conversation helps you think differently about exit planning, share it with a founder you care about. Subscribe for more practical playbooks, leave a quick rating or review, and tell us—what’s the first value gap you’re going to close?
#ExitPlanning #BusinessExit #ValueAcceleration #MergersAndAcquisitions #PrivateEquity #Entrepreneurship #FounderJourney #BusinessOwners #LegacyBuilding #RiskReduction #WealthPlanning #IntangibleCapital #SellYourBusiness #BusinessStrategy