Business Leaders Podcast: One More Turn

Business Leaders Podcast: One More Turn

"What happens after I sell and the wire hits?" You might not have even thought to ask that question—until you were providing wire instructions. Then it hits you: you'd prepared for the transaction perfectly... and your life after it not so much. Here's what nobody tells you: The good news? You received a large wire. The bad news? No monthly paycheck. No company benefits. No calendar. No team. No identity tied to what you built. And according to Exit Planning Institute research, 75% of founders experience seller's regret in their first year. Conversations with owners who already sold ($5M-$100M exits) and are now 1-36 months into "the rest of their life." Not the highlight reel. Their actual experience. The identity void when your title disappears Marriage renegotiation when you're suddenly home How the first Monday with nothing on the calendar actually feels The investment mistakes made in the first 90 days The blind spot in traditional exit planning that left them unprepared If you're 1-3 years from your own exit, this is your reconnaissance. If you've already sold and thought you were the only one struggling—you're not. These founders said yes to the interview to share their hard-earned wisdom and insights. Hosted by Bob Roark, CEPA | 200+ episodes with business owners | Exit planning specialist and business owner. This podcast provides general educational information and is not personalized financial advice. For advice specific to your situation, consult a qualified professional.

Episodes

December 29, 2021 45 mins
Are you executing the right strategies to market your products and services? Are you planning to buy or sell a business? In this episode, guest Cameron Kolb, senior broker at Raincatcher, speaks with host Bob Roark on how business owners spend their money, time, and effort in growing their businesses. Cameron explains his company's professional process so you can start analyzing yours. He helps and guides people to get the maximu...

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  If you want to grow as a company, you have to do it organically, not by following trends. Ask your customers what they want and then build from that. Stop anticipating the next trend and just work on your core business. Be creative and original. Join your host Bob Roark and his guest Dr. Angus Fletcher as they break down how you can lead your business to grow organically. Angus is a Professor of Story Science at

Your hiring process should not just start with stacking up resumes. If you want the right fit for the job and for your company, you need to be thorough. Joining Bob Roark today are Steve Urban and Scott Kegerreis, co-founders of Riderflex, a generalist boutique recruiting firm servicing all industries, all functions, nationwide, C-level to associates. The two recruitment experts share how you can optimize you...

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For many business owners and entrepreneurs, the time comes when they have to move on. When this happens selling your business becomes a priority. What can you do to ensure that you get the most out of it? In this episode, Bob Roark discusses business exit strategies with senior business broker Gary Wofford of Raincatcher LLC. Gary helps businesses buy and sell their companies and here, he gives you what you need to know wi...

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  Most entrepreneurs’ exit strategy is selling their business. But how do you sell your business at the best price? Mark Woodbury is the Managing Director at Raincatcher, helping entrepreneurs buy and sell remarkable companies. Today, he joins Bob Roark to break down the process behind how they help clients get maximum value for their businesses. He shares mistakes to avoid and things to prepare when you’re planning to exit...

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  It’s not just what you say that matters, but also how you say it. Everyone communicates differently, and knowing how to approach different people at different times can make or break you.  Ethan Becker is the President and second-generation senior coach and trainer from The Speech Improvement Company. In this episode, he chats with host Bob Roark and shares some tips from his book, Mastering Communication...

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  Interestingly, many banks receive customer complaints 

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  Negotiating with banks when getting a loan is not only about getting the most rewarding end of the deal. There are a lot of regulations and policies to be considered here after all, and you must be aware of each one to ensure a smooth process. Bob Roark talks with the CEO of Pikes Peak National Bank, Robin Roberts, to delve into the right approach to bank negotiations. She explains why you can't argue with b...

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  It is often believed that bank lending is only accessible to those with money. But if that's the case, then it conflicts with the entire idea of getting a loan. Breaking this misconception with Bob Roark is the CEO of Pikes Peak National Bank, Robin Roberts. She explains how banks determine the qualified persons for bank lending. She enumerates the most important factors that come into play in such transacti...

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  Since a bank is still a business, it has to follow specific rules and regulations. So when it comes to loan approvals, one must be prepared to abide by the required loan package. Bob Roark is joined by Robin Roberts, CEO Of Pikes Peak National Bank, to discuss what constitutes such a package and how business plans differ depending on your scope and reach. They also talk about why banks favor those mitigating risks and how...

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  Banks has always been a secretive establishment, heightened even more so by The Bank Secrecy Act. This makes most, if not all transactions with them a bit unclear and complicated. Bob Roark sits down with Robin Roberts, CEO of Pikes Peak National Bank, to delve into this law and how the 9/11 incident strengthened it through the Patriot Act. She explains why it is better to simply go on with your usual bank transactions in...

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The vast majority of business owners spend somewhere between 90% to 95% of their time working IN their business and only about 5% working ON the business. Running the business is working in it; exit and transition planning are working on it. However, when it’s high time to sell, most business owners don't know what they don't know about selling their company. They are unaware of how to transition or exit their business. Joini...

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People often have this misconception that investments in marketing almost always run contrary to an organization's mission. They feel that any spending that isn’t directly tied to the mission runs counter to the good you accomplish in the world. Bob Roark and his guest, Stu Swineford, tackle this very subject today. Stu is the author of Mission: Uncomfortable - How Nonprofits Can Embrace Purpose-Driven Marketing to ...

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Selling a business is much more complicated than handing it over for an amount of money and then walking out of the room. On the part of the buyer, it involves a meticulous process of diligence and preparation. If those buyers, who are experts in buying, are taking the effort to be prepared before the transaction happens, why should you, the seller, who is probably selling for the first time, not want to achieve the same leve...

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Business acquisition is a unique challenge, especially if you’re an owner-operator who’s being pitted against larger private equity entities. Navy SEAL officer Ian Hossfeld knows where his competitive advantages lie and tries to stay within that lane in his ongoing search for a company to acquire. Ian is the founder of The Foss Mountain Company, which was created in 2020 for that specific purpose. He ...

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Not every entrepreneur goes into the process of putting their business on sale. But when the time comes that selling your business is necessary, whatever your purpose may be, you will have nothing to lose on your end if you prepare well. Demystifying the intricacies of business selling and acquisition with Bob Roark is John Warrillow, the CEO of Built To Sell. John discusses how to know the right time to sell a ...

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If there is one industry that can be tough to understand, especially if you are doing it legally, it would be the cannabis industry. Those who are in the medical cannabis business know how it can be challenging to understand the regulatory risks and compliance, to name a few. Stepping right in to help businesses and investors navigate this complex and new industry, Nic Easley founded 3C Consulting, LLC. He ...

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Honing your skills in a certain craft is best done through first-hand experience. In the case of Jason Ganahl, he was able to start his own barbeque restaurant by spending time as a judge and competitor in the biggest professional barbeque contests. Jason sits down with Bob Roark, joined by his cohost Jaime Zawmon, to share how he founded G-Que BBQ and his strategies in maintaining its success, particularly...

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There are many paths toward financial independence. But which can take you to it faster? Nicole Rueth, the Producing Branch Manager of The Rueth Team, believes it is in using home equity. In this episode, she joins Bob Roark and Jaime Zawmon of Titan CEO to tell us why that is so and how she helps people get to them and capitalize on their biggest asset and liability. Featured as one o...

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Marketing is a vital part of the business. As such, there are so many subject matter experts that claim they have the best practices. However, when everybody's doing best practices, they all end up doing basic practices. Working his way around that by understanding how things fit holistically, Jason Cormier co-founded Room 214—a growth studio that helps bring coherence across an organization's bra...

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