291: Exit on Your Terms: The Wealth Strategy Behind Smart Scaling with Jessica Marx

Building a successful business shouldn’t mean sacrificing your sanity, your health, or your relationships. It should be set up to support the life you actually want to live–which is what today’s guest, Jessica Marx, helps her clients do.

In this episode, Jessica joins Hilary to talk about shifting from burnout to balance, the mindset shifts and metrics that make high-impact entrepreneurship possible, and why financial literacy is the key to sustainable scaling.

Jessica is a five-time Forbes Business Advisor, named a Top Female Coach by Yahoo! Finance, and host of the Millions Were Made podcast. With nearly two decades of executive sales leadership and experience navigating multi-billion-dollar landscapes, she now helps seven-figure female entrepreneurs scale with clarity, confidence, and margin—not just hustle.

If you’ve ever found yourself stuck in the “shoulds” or wondering whether it’s possible to grow a business and still have a life–all while building a solid exit plan–this episode will reaffirm that your ambition and your wellbeing can coexist… and offer the strategic and personal tools to make it happen.

Here’s what you’ll learn in this week’s episode of Love, your Money:

• 01:52 Jessica’s money story, and what she learned about drive, survival, and resilience growing up with a single mom (and limited financial resources) 
• 06:07 Why Jessica builds businesses with exit in mind, and what entrepreneurs should do 3-5 years before a potential acquisition to set themselves up for success
• 08:51 The hustle trap: why some founders end up working 70–80 hours a week, and how to spot the mindset behind over-functioning
• 13:06 Building a personal brand without burning out—especially when you are the face of the business
• 17:07 What happens when a successful founder has a broken Money Operating System®, why Jessica feels it’s imperative for women growing and selling business to have a wealth manager in their corner, and the one number every business owner needs to know 
• 22:58 The problem with holding too much in cash in a business account, how fear of debt and lack of leverage can stall growth, and how to move from reactive to proactive financial decision-making
• 29:51 Why Jessica believes that financial literacy is the key to sustainable scaling for business owners–plus the top three metrics every business owner should know (and why most don’t)
• 35:15 What to do when you’re afraid of your own numbers, and how to build financial confidence one question at a time

Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/jessica-marx-exit-on-your-terms

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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.