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Exit This Way is a compelling podcast series that delves into the world of exit planning, offering valuable insights and expert advice to business owners, entrepreneurs, and investors seeking to strategically exit their businesses or investments. Hosted by industry experts, each episode features in-depth interviews with top professionals from various fields, covering topics such as succession planning, business valuation, legal considerations, and more. Through real-life case studies, practi ...
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How Income Tax Planning Can Maximize Your Financial Return When Selling Your Business with Mitchell Goldberg, Berger Singerman LLP
29:51
We’re back with Season Two of the "Exit This Way" podcast hosted by Business Transition Specialists’ Mike DeSiato. In this our latest episode, Mike sits down with Mitchell Goldberg, Partner and tax lawyer at Berger Singerman, LLP, to delve into the very important topic of pre-sale income tax planning and what can happen if you're not prepared. In t…
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Navigating Recent Trends in M&A Deal Provisions with Marc Solomon, Partner & Chair of Business Transactions Division at WSHC+B
23:47
In our latest episode of “Exit This Way,” our host Mike Desiato sits down with Marc Solomon, a seasoned M&A attorney and expert in business transactions at one of Florida’s leading law firms, Weiss Serota Helfman Cole + Bierman (WSHC+B). Together, they explore recent trends in deal provisions affecting private industry transactions. From the rise o…
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Preparing for Your Second Act After Exiting Your Business with Natalie Schneider, Amazing Life Coaching
22:20
In the latest episode of "Exit This Way," host Mike Desiato engages in a thought-provoking conversation with Natalie Schneider of Amazing Life Coaching. The episode explores the often-overlooked aspect of exit planning – the personal purpose of business owners after selling their ventures. This discussion delves into the crucial elements and challe…
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Surviving the “5Ds” of Contingency with John Clidas, Senior Relationship Manager, Synovus Trust Company
25:51
In our latest episode of “Exit This Way,” our host, Michael Desiato, is joined by Senior Relationship Manager and seasoned expert, John Clidas, as they dive into a critical aspect of business planning – the ability to weather the 5Ds: divorce, disagreement, distress, death, and disability. 50% of business transitions are triggered by one of the 5Ds…
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In this month's episode of Exit This Way, we speak with Small Business Administration (SBA) expert, Bruce Marks, to discuss all things SBA financing. He has an impressive track record, having closed over 1,250 SBA loans and facilitated over $450 million in enterprise value over the last nine years. In this fascinating conversation, we dive into the…
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What You Need to Know About ESOPs with Steven Greenapple, SES ESOP Strategies, a Stevens & Lee/Griffin Company
27:36
In this month's episode of Exit This Way, we dive into the world of Employee Stock Ownership Plans (ESOPs) and what they can offer to both business owners and employees. Join us as we breakdown the intricacies of ESOPs, exploring their benefits, potential downsides, and the impact they have for those companies who opt for this route. Our expert gue…
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Is your business set up to run easier, grow profits, and build transferable value? In the third episode of "Exit This Way," we’re excited to host George Sandmann, Founder and CEO of Growth-Drive, a technology-based system for helping business owners grow profits and transferable value – the ultimate measure of business success. Join us as we discus…
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Does your business have what it takes to attract private equity firms? In the second episode of "Exit This Way," we have the pleasure of hosting Michael Schuster, Managing Director of Cross Keys Capital, a leading investment banking firm. Michael focuses on lower and middle-market sell-side Merger & Acquisition engagements for entrepreneurial and f…
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In this inaugural episode of "Exit This Way," we have the pleasure of hosting Christopher Snider, the CEO of the Exit Planning Institute (EPI), as our esteemed guest. EPI is a leading organization dedicated to educating and supporting exit planning professionals worldwide, and Christopher is a renowned expert in the field. Join us as we dive into t…
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