The Apex Business Advisors Podcast

Andy and Doug are joined by special guest John Stevenson from Client Kudos. In this episode, John shares his journey from a high-stakes sales career to founding a company focused on helping businesses tell their client success stories effectively. With insights from his extensive experience, John discusses the critical role these narratives play in sales and marketing strategies across various industries.

John explains the importan...

Discover the differences between corporate-led acquisitions and buying a business on a personal level. Andy and Doug highlight the challenges faced by individuals used to having large teams and resources at their disposal as they venture into entrepreneurship. The conversation sheds light on the nuances of due diligence, asset versus stock purchases, and the critical mindset shift required to succeed in this new, competitive landsc...

Matt Bock, an attorney specializing in mergers and acquisitions (M&A) and tax law from Swanson Bernard, joins us to talk about Corporate Governance.

Matt emphasizes the need for both buyers and sellers to be cautious and prepared, explaining how thorough corporate documentation can prevent deal delays or failures. He covers key topics such as ownership authorization, potential family business challenges, and common pitfalls lik...

This episode features the friend of the show Jason Terry back once again to share his wealth of experience in marketing, IT, and building fruitful peer advisory groups.

Join the conversation as Jason delves into the significant differences between peer advisory and networking groups. He shares riveting anecdotes and life-changing stories from decades-long participation in peer advisory groups, accentuating the essential support sys...

In this engaging episode, Andy and Doug are joined by Jason Terry, who is now officially crowned as a friend of the show. Jason, an expert in AI tools for small businesses, shares his insights into leveraging technology to enhance business efficiency and streamline operations.

The discussion dives into Jason's favorite AI tools and how they have transformed the way businesses operate. From marketing strategies using ChatGPT to crea...

It is the return of veteran Steve Weaver, who joins from Fairhope, Alabama. Steve shares his journey in business brokerage across various locations, highlighting his plans for expanding Apex's influence in the booming Gulf Coast region.

Steve talks about his involvement with Rotary, leading efforts to make a positive community impact through service. The conversation also delves into the importance of selecting the right business l...

We're joined today by Mark Kipp from Prime Capital. Mark, a seasoned financial professional, who founded the Kansas City Chapter of the Exit Planning Institute (EPI).

Mark shares the formation and growth of the EPI Kansas City chapter, with a mission to share the importance of early planning for business owners aiming for a successful transition and the power of collaboration among financial advisors, CPAs, attorneys, and business ...

Andy and Doug are joined once again by Kevin Layton, this time to take a deep dive into the world of businesses that have a lot of government contracts.

In this episode, they explore the nuances of businesses involved in government services—from environmental services to high-tech platforms—highlighting opportunities for growth and strategic exits.

Discover how business brokers can effectively manage sales processes, addressing cus...

Andy and Doug welcome one of our "newer" brokers, Kevin Layton, a software engineer turned business broker. Through his impressive background in aerospace and digital marketing, Kevin shares his intriguing career journey from high-tech exec to facilitating lucrative business acquisitions.

Tune in to learn about the dynamics of the brokering world and discover how Apex's team approach is helping sellers find the perfect match for th...

This episode features a special presentation by Doug and Valerie Vaughn. They revisit their well-received EPI chapter meeting presentation titled "Bridging the Gap" to discuss the importance of aligning business owner goals with market realities. You can access the video companion piece of this podcast by clicking this link

Learn about the different types of goals business owners have when planning their exit. Doug and Valerie elab...

Welcome to another episode of the Apex Business Advisors podcast. Today, we're covering our recent closings, including the story of a unique mailbox rental company acquisition. Our main topic is that misconception there are few "serious buyers." We finally discuss the strategies to bridge the gap between seller expectations and market realities, including the role of the Exit Planning Institute (EPI) in helping business owners prep...

Andy and Doug explore both the desirable and undesirable aspects of seller financing, providing valuable insights into how clean financial practices and market conditions can influence the success of sale transactions.

The episode touches on recent economic conditions, including rising interest rates and shifts in bank lending standards, and how these changes impact the viability of seller financing as a reliable option. Doug discu...

In this best of episode, we're joined by Valerie Vaughn to discuss the unique dynamcis of selling a business to a family member.

We delve into the complexities of family dynamics, the challenges of preparing a business for sale, and how the involvement of a dedicated team, including wealth managers, accountants, and attorneys, paved the way for a smooth transition. Valerie shares insights into the strategies employed to double the ...

In this episode of the Apex Business Advisors podcast, Andy and Doug dive into the world of fad businesses, featuring an engaging discussion on Rage Rooms. They explore the initial excitement around these trendy ventures like axe throwing, wine and paint experiences, and escape rooms, questioning their long-term viability in the ever-evolving market.

The hosts also reflect on their experiences with other fad businesses, like Andy's...

In this best of episode we discuss the standards expectations of a seller with our friend and colleague, Chuck Campbell

Chuck shares insights into the importance of understanding a business deeply before agreeing to sell it, emphasizing the need for realistic valuations and marketability. He elaborates on the four crucial metrics that define a suitable seller and a trustworthy, communicative relationship. Real-life examples bring t...

In this episode of our Best of Series, we revisit an episode where we discuss the dos and don'ts of selling in the 4th quarter

Doug and Andy discuss common pitfalls, such as improper financial management aimed at reducing taxes, which can negatively impact a business's valuation. They provide insights into planning ahead, offering strategies for cleaning up financials, optimizing taxes, and effective decision-making to enhance nego...

In our best of series, we revisit an episode where we discuss the confluence of Business, Owner, and Financial Readiness.

Get valuable advice on preparing your business three to five years ahead of time, learning from real-life case studies of businesses that hit their sale targets through diligent preparation and strategy adjustments. This episode underscores that proactive planning and setting aligned expectations with brokers ca...