Secrets to Selling Your Business

Secrets to Selling Your Business

Welcome to "Secrets to Selling Your Business," where we explore the strategies, challenges, and success stories behind business transitions. The podcast is hosted by Jacob Koenig, a managing director and partner at Woodbridge International. Woodbridge is an atypical mergers & acquisitions firm founded in 1993, which combines collaborative strategies with a laser-pointed focus on their client's success. Woodbridge doesn't just help their clients get the best for their business but helps to transform their lives for the better. Join industry experts and thought leaders as they share invaluable insights on financial planning and the broader world of business advisory. On the show, Jacob interviews business owners, wealth managers, financial advisors, business lawyers, and life coaches. Gain the knowledge to navigate complexities, achieve financial success, embrace strategic shifts, and prepare to sell your business with no regrets. Get ready for transformative insights and actionable wisdom on your journey to growth and success.

Episodes

Ep 77: Finish Big: Why Some Exits Leave Owners Proud—And Others Don’t

June 4, 2025 • 20 mins
How can business owners avoid post-sale regrets? Bo Burlingham is a celebrated business writer known for his deep expertise in exit planning, a theme central to his influential book "Finish Big." With a career spanning over 30 years at Inc. Magazine, Burlingham gained profound insights into the entrepreneurial world, focusing on the lifecycle of building, growing, and ultimately selling businesses. He advocates for business own...
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Bonus: Mastering Financial Certainty: A Guide for Business Owners

May 21, 2025 • 23 mins
Dan Nicholson is a serial entrepreneur with a diverse background in finance, accounting, and software, bringing a wealth of experience to small business owners. As the author of "Rigging the Game," he emphasizes the importance of achieving financial certainty and managing risk for entrepreneurs. Nicholson advocates for optimizing financial strategies to align with individual goals and needs, rather than simply maximizing shareholde...
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Bonus: Choosing the Right Advisors to Manage the Emotion of Money

May 14, 2025 • 18 mins
Why are emotional factors crucial in business negotiations? Stoy Hall, the CEO and founder of Black Mammoth, brings a unique perspective to wealth management rooted in inclusivity and holistic principles. Hall's experiences, including a transformative trip to Tanzania, have shaped his belief that true wealth transcends monetary gain, focusing instead on meaningful life experiences and living authentically. Founded in 2020, Black M...
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Ep 76: Guided by the Right Team: How to Sell Well and Plan What’s Next

May 7, 2025 • 20 mins
Why is collaborating with a team of advisors recommended for post-sale planning? Robb Scott, a senior wealth consultant at Mariner Wealth, plays a pivotal role in guiding entrepreneurs through the intricacies of pre-sale and post-sale financial planning. With a focus on early planning, he assembles expert advisory teams to address crucial areas like tax impact and estate planning, thereby optimizing financial outcomes and minimizi...
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Ep 75: Sell When You’re Winning: Why You Should Reject the 'Exit Later' Myth

April 30, 2025 • 17 mins
What are the key performance indicators that businesses should focus on for decision-making? Jake Setterlun, a seasoned entrepreneur and founder of Setterlun University, is deeply familiar with the intricate challenges of scaling a business. With nearly a decade of experience and multiple companies under his belt, Jake understands the potential pitfalls of rapid expansion, such as the loss of quality control when outsourcing opera...
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Ep 74: Redefining Exit Success: Pre-Sale Planning over Selling the Peak

April 23, 2025 • 21 mins
How can competitive auctions benefit the sale outcomes of a business? Leora Zach, the Managing Director of Wealth Strategy at Mariner Wealth Advisors, brings a wealth of experience in guiding business owners through the intricacies of exit options. With a background in investment banking at UBS, she realized the necessity for more personalized services tailored to privately held businesses. Leora stresses the importance of early p...
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Ep 73: Authenticity Closes Deals: Selling with Empathy, Not Ego

April 16, 2025 • 23 mins
Why is understanding buyers' goals and aspirations crucial for building relationships in business? Scott Ramey, a former aspiring Division 1 athlete whose journey was redirected by a sports injury, has carved out a successful path in sales and business development. He turned what was once a source of anxiety—being in the spotlight—into a powerful tool for connecting with people, which propelled him from internal sales roles to lea...
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Bonus: Understanding Customers: Shaping Stories for Sales Success

April 9, 2025 • 19 mins
Why should businesses shift focus from selling products to selling outcomes? Stephen Steers is a renowned consultant and author with a notable background in storytelling in sales, a skill honed through his experience working with approximately 1000 companies worldwide following his transition into consulting from the sales industry. Steers considers storytelling as a pivotal aspect of sales, particularly when the objective is to s...
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Bonus: The Art of Closing: A Legal Expert's Guide

April 2, 2025 • 23 mins
What does it really take to close a successful business deal in today’s market? In this engaging podcast episode, host Jacob Koenig welcomes seasoned attorney Randolph Ewing—who has practiced law since 1978 and holds deep expertise in mergers and acquisitions, international law, finance, sports, and general business—for a wide-ranging discussion on the intricacies of business transactions. Drawing on his 45 years of experience and...
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Bonus: Navigating Business Transitions with Expert Guidance

March 27, 2025 • 16 mins
What steps should business owners take to ensure a smooth transition when selling their businesses? Kate Hufnagel is a seasoned professional with a solid background in engineering and an extensive 25-year career in big tech, including a tenure as a federal employee at the Central Intelligence Agency. Her perspective on business continuity and digital legacy planning is profoundly shaped by her professional experiences. Hufnagel em...
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Bonus: Educating Sellers: Building Partnerships for Long-Term Success

March 20, 2025 • 19 mins
What are the key elements to consider when acquiring an online business? Michael Frew, a seasoned serial entrepreneur and the owner of multiple SaaS businesses, has carved a niche for himself in the competitive landscape of online business acquisitions. Leveraging his engineering and development background, Michael transitioned from a long corporate career to focus on acquiring online companies, targeting businesses with owners mo...
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Ep 72: The Opportunity Zone Advantage in Selling Your Business

March 12, 2025 • 25 mins
How can investing in an opportunity fund help business owners defer and potentially eliminate taxes? Ashley Tison is a renowned expert in tax planning and mitigation strategies, bringing a wealth of experience from his background in law, commercial real estate, and tax-advantaged syndication. Recognizing the significant tax implications that arose during the Great Recession, he pivoted his focus toward assisting business owners in...
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Ep 71: Empowering Entrepreneurs to Achieve Financial Freedom

March 5, 2025 • 24 mins
How can reframing sales as a service help build trust and lead to business success? Nicky Billou, an inspiring figure whose journey as an immigrant from Iran to Canada profoundly shaped his worldview, passionately believes in the power of freedom and self-determination. Escaping the Islamic revolution to practice their Christian faith freely, his family's transition from tyranny to freedom significantly influences his mission to c...
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Ep 70: Cut Ties, Not Value: When Selling Your Business is the Best Divorce Move

February 26, 2025 • 15 mins
Why is open communication important among financial professionals in divorce cases involving family businesses? Melissa Murphy Pavone is a seasoned certified divorce financial analyst and the founder of Mindful Financial Partners and Mindful Divorce Partners, bringing over 18 years of experience from prestigious financial institutions like UBS and Citibank. She is renowned for her expertise in navigating the intricate financial la...
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Ep 69: Playing out Strategic Exits in the Entreprenopoly Game

February 19, 2025 • 21 mins
How can building a business for strategic buyers increase value? Igor Vainshtein, a renowned serial entrepreneur and best-selling author, is a leading advocate for building businesses with strategic buyers in mind. His approach emphasizes that such buyers seek more than just financial returns; they look for acquisitions that align with their strategic objectives. Vainshtein's entrepreneurial philosophy shifts the focus from merely...
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Ep 68: Generative AI: Key to Social Media Engagement Success

February 12, 2025 • 21 mins
"My profitability was in excess of 80%... I stopped growing the company. So they're like, well, it's not on an upwards trajectory. And I'm like, yeah, but you've seen... literally untouched... for four plus years, and the clients have gone nowhere."  -Ben Bressington- Ben Bressington is the CEO of Automate Boring, where he champions the transformative potential of robotic process automation in refining business operations. He advo...
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Ep 67: Preserving Distinct Qualities for Business Legacy

February 5, 2025 • 19 mins
Barry LaBov, CEO and founder of Labov Marketing Communications and Training, is a prominent advocate for brand differentiation, emphasizing the importance of discovering and maximizing a company's unique qualities. Starting his business as a one-person operation, LaBov has grown it into a global entity serving major clients like Harley Davidson and Volkswagen, focusing on highlighting what sets them apart in the marketplace. Throug...
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Bonus: The Dumb Tax: Pricey Lessons in Entrepreneurial Pursuits

January 22, 2025 • 27 mins
In this episode of the "Secrets to Selling Your Business" podcast, Jacob interviews Jeff Mains, a seasoned entrepreneur and CEO who has led multiple international software and professional services companies, specializing in transforming ideas into successful enterprises. Jeff discusses his role in healthcare with Intelligent Contacts, focusing on improving patient experiences, and his work with the Champion Leadership Group where ...
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Ep 66: Strategic Exit Planning for Future Financial Freedom

January 15, 2025 • 20 mins
Jasmine Jonte, a passionate advocate for education, began her journey teaching at one of the nation's lowest-performing schools, which fueled her transition into course creation and online learning. Drawing upon her classroom experiences, Jasmine believes that simplicity and fun are crucial elements in crafting effective and engaging educational programs. She approaches course creation as a strategic process, akin to assembling Leg...
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Bonus: Business Transition Burnout Recovery Strategies

January 8, 2025 • 26 mins
Brian L. Shields, a seasoned expert with over two decades of experience in investing, executive roles, and entrepreneurship, provides a profound perspective on acquisition and turnaround strategies. Having led the acquisition and revitalization of Hill and Company and Pacific Union property management firms as a partner at Vaio Management, Shields emphasizes the critical role of cultural alignment and people dynamics in successful ...
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