We interviewed Scott Jackson of Sandy Bay Partners today, who's background as a former Navy Commander has served him well in his leadership role at Sandy Bay. Scott's job is to build a network of private investors for their land development opportunities that utilize a tax mitigation strategy called Charitable Land Donation. Most of the land investment opportunities are parcels with oil and...
In this episode we featured a very seasoned M & A advisor, whose background as a serial entrepreneur proves to serve his clients in a big way, especially when the deal structure gets a bit complicated. Michael Hubsmith, Senior Advisor with True North M & A joined us to talk about Rollover Equity; what it is and why sellers...
In this #PoisedforExit episode I had the distinct honor of interviewing Ben Utecht, who’s not only a Super Bowl Champion with the Indianapolis Colts, but also a winner of the Tony Dungy Award for Servant Leadership and now works as Chief Culture Officer for several mid-size firms, including my sponsor, Sunbelt Business Advisors and True North M & A. After Ben shared how he got...
Today's #PoisedforExit guest featured Mary Merrill, Principal of Heritage Capital. Mary brings so much knowledge and so many lessons to share, that we decided she has to come back to the podcast! From Buy Side, Sell Side, investor financing, bank financing and every possible way to structure a deal, Mary has the knowledge and skills to create a win win situation. Family...
What to do about your 401K in a Sale In today's episode of #PoisedforExit we talked about what happens to the seller's 401K in a sale. Our expert guests were none other than the 401K experts at Trust Point; Jon Marquet and Allyson Krause. If you are thinking of selling your business, it's essential that you discuss this with the firm...
Our show today featured John Curry, a repeat guest of Poised for Exit. John is the CEO of Knutson Construction and is doing impressive things at the helm in the two years since his appointment. John is the 3rd Generation in his family owned business and he's made some great strides in growing the infrastructure of the business the past few years...
#PoisedforExit had the pleasure of talking today with Jennifer Zick, Founder and CEO of Authentic Brand, a Fractional Marketing Leadership firm. Jennifer has CMO's for hire, who work with the internal leadership team of companies to quarterback the marketing strategy and implementation and provide resources and insights to build the company's brand through measurable and effective marketing tactics. Jennifer has...
We had the pleasure of interviewing Denise Logan today, who is a national speaker, author and specialist in working with sellers of companies to determine and plan what's next for their life after business! Denise calls herself the "Seller Whisperer" and wrote a book in fable form called "Seller's Journey" that tells the story of a seller and his advisers on a trek...
Taking a closer look at ESOP with Fiduciary, Neil Brozen We had the honor of interviewing ESOP Fiduciary, Neil Brozen, President of Ventura ESOP Fiduciary Services. We've had other guests talk about ESOP on the show in the past, but never one with his expertise. Neil's background lends itself to stepping into his current role (some...
