Author: Derek Brown President Brown & Associates Wealth Management You have worked hard for many years to build your business to a point to one day have the financial freedom to work less or not at all. Now, you are considering selling your business in hopes of obtaining that financial freedom. This new phase of...
Today's episode of #PoisedforExit featured an interview with Andrew Knutson, partner and 4th generation successor of JA Knutson CPA's in Falcon Heights MN. JAK is a firm that specializes in working with owners of privately held companies and has done so for many years. Andrew says that JAK has been a strategic partner for clients in numerous ways that have...
In this episode of #Poised for Exit I had the honor of interviewing Dr. Theresa Ashby, Founder of Kaleidoscope Media Services. On top of running a successful firm, "Dr. T" is also an author, professional speaker, and podcast host. We talked today about how businesses today should strongly consider adding digital products and educational content to their business model,...
This #PoisedforExit episode features a conversation today with KG Graminschi, Senior Associate with True North M & A. We talked about how the work I do as an Exit Planner impacts an owner's exit outcome and how being prepared well in advance ensures that the owners will have more options and sell for a higher multiple! KG says that most...
This #PoisedforExit episode featured Mariano Jurich, Product and Project Manager with Making Sense LLC. Making Sense takes the ideas of founders and business executives of middle market companies and works to bring them to life. Through software programs, apps, digital optimization and other forms of technology, Making Sense is all about increasing the value of a business, so the owners...
Today's episode of #PoisedforExit featured Lance Madson, CPA and Tax Partner with Boulay. Lance got his start in tax and stayed there. Imagine his level of expertise when working with business owners! We started out talking about one of the basic quandary's owners face when selling their companies; should it be a stock sale or asset sale? Well,...
This week's guest featured Heather Parbst, Director of Owner Transition Services with CliftonLarsonAllen. Heather has worked with family businesses in transition for several years and prior to that work was an entrepreneur with her own set of ownership issues. She's also educated in counseling and psychology, becoming an adviser and consultant that people can turn...
Today on #PoisedforExit we featured Brian Slipka, CEO, founder and acquirer of numerous companies in various industries, with a common foundational thread: "help people and success will follow". Brian's business philosophy, which permeates his entire life, was born out of watching his dad run his manufacturing company. Brian referred to him as his life's "greatest mentor" who taught him...
In today's #PoisedforExit episode we interviewed Stephanie Searle, industry expert in Long Term Care solutions. Stephanie has been in the financial services industry for many years, having started as a financial adviser and stock broker for Prudential and working there for a number of years, before going into Long Term Care. She said the average person doesn't know...
