What if your company’s 401(k) is quietly draining your employees’ retirement savings, and putting your business at compliance risk?

In this episode, Steve Burton sits down with Michael Tarr, Director of 401(k) Maneuver and MEP & PEP Plan Services at Royal Fund Management. Together, they break down why so many company retirement plans underperform and what business owners can do about it.

Steve and Michael discuss:

• Why most 401(k) plans fail employees: lack of guidance, high fees, and poor management

• The hidden cost of target-date funds and why active management matters

• What “benchmarking” your 401(k) really means—and why the Department of Labor cares

• Secure Act 2.0 changes: how age 50 in-service transfers open new planning opportunities

• The difference between a MEP and a PEP—and why these models are the future of retirement plans

• How to get your plan benchmarked for free and avoid common audit headaches

Resources:

• Unlock your business’s potential with our free Scale to Sell self-assessment

• Book your free discovery call with us today!

Connect with Our Team:

Website: Scale to Sell
Email: info@scaletosell.com
LinkedIn: Scale to Sell
Facebook: Scale to Sell
YouTube: Scale to Sell
Instagram: Scale to Sell

Connect with Adam Burton and Steve Burton:

LinkedIn: Adam Burton
LinkedIn: Steve Burton

Connect with Michael R. Tarr, II:

Website: Royal Fund Management
LinkedIn: Michael R. Tarr, II

About Our Guest:

Michael Tarr brings deep expertise in retirement plan design, compliance, and participant-focused investment strategies. As Director at Royal Fund Management, Michael helps businesses across the country optimize their 401(k) plans with fiduciary-focused solutions like the 401(k) Maneuver PEP.

You may feel ready to exit, but is your business truly prepared?

In this episode of Scale to Sell, hosts Adam and Steve Burton unpack powerful insights from two exit planning conferences. From valuations to AI to family handoffs, they break down what most owners miss—and how to fix it. Whether you’re five years out or thinking about it now, this episode could reshape your strategy.

Steve and Adam discuss:

• The importance of building an exit-ready business that can run without you (05:00)

• Why business owners need a realistic valuation and how to use it to plan a successful exit (08:17)

• How family businesses are at risk when there's no clear succession or structure in place (12:25)

• Why handing off the business to your kids without liquidity is harming generational wealth (15:52)

• How AI and smart acquisitions can fuel growth and improve both sales and buyer appeal (18:17)

• And more!

Resources:

• Unlock your business’s potential with our free Scale to Sell self-assessment

• Book your free discovery call with us today!

• FREE Valuation Report - What’s Your Business Worth?

Connect with Our Team:

• Website: Scale to Sell

• info@scaletosell.com

• LinkedIn: Scale to Sell

• Facebook: Scale to Sell

• YouTube: Scale to Sell

• Instagram: Scale to Sell

Connect with Adam Burton and Steve Burton:

• LinkedIn: Adam Burton

• LinkedIn: Steve Burton

What makes recurring revenue the darling of the business world today?

In episode 40 of the Scale to Sell podcast, Adam and Steve Burton explore the power of incorporating a recurring revenue model into your business. This episode highlights why recurring revenue businesses, like HVAC and lawn services, are highly valued by private equity firms and competitors alike.

Discover how building predictable and stable revenue can ensure long-term business success. These conversations tackle the common hesitations business owners may have and illustrate why you might be more suited for a subscription model than you think. Tune in to uncover:

• (00:05:10) The strength of predictable and stable revenue models

• (00:08:45) How recurring revenue increases customer lifetime value

• (00:12:20) Strategies to improve customer retention and brand authority

• (00:18:05) Popular industries and surprising sectors embracing subscription models

Resources:

• Unlock your business’s potential with our free Scale to Sell self-assessment

• Book your free discovery call with us today!

• Mission One Million by Merle Gilley and Steve Burton

• Predictable Profits by Stu McLaren

• Growth Through Acquisition with Jeff Snell (Ep. 35)

• How to Make More Money While Working Less in Your Business (Ep. 39)

Connect with Our Team:

• Website: Scale to Sell

• info@scaletosell.com

• LinkedIn: Scale to Sell

• Facebook: Scale to Sell

• YouTube: Scale to Sell

• Instagram: Scale to Sell

Connect with Adam Burton and Steve Burton:

• LinkedIn: Adam Burton

• LinkedIn: Steve Burton