In this episode, discover how smart exit planning strategies drove a $900K increase in business value—and what life looks like after the sale.

What really happens when the deal closes?

In this raw and insightful conversation, Gary shares his multi-year journey selling his roofing company—from an initial failed attempt to a competitive seven-offer bidding war. He also reveals the unexpected emotional aftermath of stepping away from the business he built.

Episode Highlights:

• From Setback to Seven Offers: Gary’s first attempt to sell fell flat. After revamping operations, upgrading his team, and shifting to accrual accounting, the second go-around attracted serious buyer attention.
• $900K Value Boost: Targeted operational and financial improvements added nearly a million dollars to the company’s valuation.
• Life After the Sale: Retirement felt “weird.” Hear how Gary filled the void with family, golf, and even mountain climbing training.

Visit us at:
Bsalesgroup.com
DesignMySale.com

MyBizValue.com

In this episode we recorded a live webinar of the Exit Planning Institute, Utah Chapter of Exit Planners where we listen to the expertise and advice of 3 people who were involved in the sale of a business: Chris Badger($80 Million Sale), Howard Flores (under $5 Million), Don Mealing (somewehere in between on multiple transactions). This is a seller panel discussion with questions from the audience.

Each panelist shares powerful insight and ideas about what to avoid and how to win when selling a business. You will learn how owners left over $10 Million on the table when they sold their company.

Visit us at:
Bsalesgroup.com
DesignMySale.com

MyBizValue.com

Rick Krebs and guest Josh Hogge discuss a successful business sale involving a financial advisor who effectively guided the client through the process as a "quarterback".

The advisor, who typically consults clients on financial matters, demonstrated his value by coordinating with business brokers and CPAs. He facilitated a valuation, attended key meetings, and utilized the Business Sales Group "LOI Guys" AI tool evaluate the LOI, ensuring no critical details were overlooked.

The client received twice the appraised value, highlighting the advisor's strategic role. The advisor's confidence and expertise were boosted, leading him to focus more on M&A deals. The client expressed gratitude, emphasizing the advisor's crucial role in closing the deal.

Visit us at:
Bsalesgroup.com
DesignMySale.com

MyBizValue.com

In this podcast we discuss the complexities of selling a business, featuring Matt Gruber, an entrepreneur with a legal background. Matt shares his experience of losing a business due to lack of succession planning and the importance of documenting and cloning business knowledge. He introduces Cotingency, a service that uses AI to help business owners systematize their operations and prepare for exits. Matt emphasizes the need for business owners to understand their business's value and plan for contingencies, especially in family-owned businesses. He also highlights the practical use of AI in creating task lists for key personnel in emergency situations.

Visit us at:
Bsalesgroup.com
DesignMySale.com

MyBizValue.com

This episode breaks down the critical decision-making process for entrepreneurs considering an IPO or seeking venture capital, providing compelling insights into how to evaluate the options available. Key points include:

• Importance of IPO vs. venture capital decisions
• Outlining the benefits of going public
• Understanding costs associated with both options
• Realizing the hidden advantages of an IPO
• Insights into the venture capitalist landscape
• Discussing timing and preparation for IPO readiness

Listen for expert advice tailored to business owners looking to elevate their growth strategies.

Visit us at:
Bsalesgroup.com
DesignMySale.com

MyBizValue.com

In this episode I interview guest Jacqueline who is also a sale-side advisor who specializes in selling RIAs - Registered Investment Advisor firms. She brings a wealth of knowledge to the table and insight about the importance of company cultural alignment to a transaction. It isn't always just about the money when we sell a business. Enjoy!

Visit us at:
Bsalesgroup.com
DesignMySale.com

In this episode, I welcome Shawn Richards, the founder of Blue Sky Business Consulting. Shawn shares his unique approach to business advising, focusing on helping businesses transition from a growth model to a scaling model. He discusses the four key areas he addresses: financial systems, systems and operations, leadership and team development, and emotional well-being.

Visit us at:
Bsalesgroup.com
DesignMySale.com

In this episode I interview insurance expert Van Carlson, an insurance risk reduction expert and the owner of SRA. Van reveals how business owners can use IRS Code Section 831b to defer taxes and reduce risk, especially in anticipation of the sale of their business. This powerful, yet obscure structure is coming to light for small business owners. In the past it has been used mostly by Fortune 500 companies.

Visit us at:
Bsalesgroup.com
DesignMySale.com

Visit us at:
Bsalesgroup.com
DesignMySale.com