What if selling your business could be the proudest moment of your career, not your biggest regret?
In this episode, Jerome Myers talks with David Shavzin, founder of The Value Track and co-founder of the Exit Planning Exchange Atlanta. With decades of experience in exit planning and M&A, David shares why so many entrepreneurs feel disappointed after selling, and how you can avoid it.
Discover how to think like a buyer, increase your business's transferable value, and prepare for a successful, meaningful exit.
If you’re ready to transition from business owner to legacy builder, you won’t want to miss this conversation.
[00:00 – 07:50] The Cost of Poor Planning
75% of owners regret selling, early planning is the antidote
Baby Boomer wealth transfer = huge opportunities + huge risks
Lack of preparation = loss of personal and generational wealth
[07:50 – 23:50] Own the Buyer’s Mindset
Big myths busted: quick exits, easy deals, setting your price
Buyers pay for cash flow, not dreams
Make yourself irrelevant to maximize business value
[23:50 – 33:00] Valuation Truths and the Realities of Selling Your Business
Industry multiples mislead, true value is complex and specific
Expect a 9–18-month sales process full of due diligence landmines
Clean financials and strong prep = higher price and faster close
[33:00 – 42:00] Flex Your Exit: Deal Structures and Dream Teams
Not all exits are cash-outs, mergers, internal transitions, and family sales matter
Flexible structures win
Assemble your exit dream team early: M&A advisor, CPA, attorney, financial planner
[42:00 – 46:00] How to Regret-Proof Your Business Sale
Get laser-clear on personal and financial goals
Build a company that thrives without you
Start planning NOW, the future-you will thank you
Key Quotes:
“Think like a buyer as you grow your company.” — David Shavzin
“If you want to sell your company successfully, your goal should be to make yourself irrelevant.” — David Shavzin
Connect with David!
Website: https://getonthevaluetrack.com/
LinkedIn: https://www.linkedin.com/in/davidshavzin/
Connect with Maria!
Website: https://firepowerteams.com/
LinkedIn: https://www.linkedin.com/in/mariacforbes/
Ready for your next chapter?
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