Don't Just Do What's Right... Do What's Generous! - Sam Wakefield

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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محتوای ارائه شده توسط Jerome Myers - Exit Paradox Advisor and Jerome Myers - Advisor to exiting founders. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Jerome Myers - Exit Paradox Advisor and Jerome Myers - Advisor to exiting founders یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

Squid Game: The Official Podcast

1
Keys and Knives - S3 Ep 1 26:28

12 روز پیش26:28

پخش در آینده

لیست ها

پسندیدن

دوست داشته شد

26:28

Squid Game is back—and this time, the knives are out. In the thrilling Season 3 premiere, Player 456 is spiraling and a brutal round of hide-and-seek forces players to kill or be killed. Hosts Phil Yu and Kiera Please break down Gi-hun’s descent into vengeance, Guard 011’s daring betrayal of the Game, and the shocking moment players are forced to choose between murdering their friends… or dying. Then, Carlos Juico and Gavin Ruta from the Jumpers Jump podcast join us to unpack their wild theories for the season. Plus, Phil and Kiera face off in a high-stakes round of “Hot Sweet Potato.” SPOILER ALERT! Make sure you watch Squid Game Season 3 Episode 1 before listening on. Play one last time. IG - @SquidGameNetflix X (f.k.a. Twitter) - @SquidGame Check out more from Phil Yu @angryasianman , Kiera Please @kieraplease and the Jumpers Jump podcast Listen to more from Netflix Podcasts . Squid Game: The Official Podcast is produced by Netflix and The Mash-Up Americans.…

حدود یک سال پیش 47:11

MP3•خانه قسمت

How do you redefine success when you've achieved what you thought was the ultimate goal? In this episode, host Jerome Myers engages with Sam Wakefield, an entrepreneur who successfully built and sold his business but found himself asking, "What’s next?" This conversation profoundly explores what it truly means to exit the matrix of conventional success and pursue a life of greater purpose and impact.

Listeners will learn how Sam transitioned from a career in the HVAC industry to becoming a sought-after coach and speaker, all while staying true to his core philosophy: giving more value than you take. The episode covers the challenges of selling a business, the emotional aftermath, and the unexpected opportunities when you focus on serving others instead of just making a profit. If you're at a crossroads in your career or contemplating your next big move, this episode will provide the insights and inspiration you need to confidently take that next step.

[00:00 - 05:36] Vision: The Fuel for Your Dreams

Meet Sam Wakefield: Get to know Sam’s Texan roots and how his early life shaped his career
A Heatwave of Change: Discover how Sam’s entry into the HVAC industry was more fate than choice and how it set the stage for his entrepreneurial journey

[05:37 - 14:12] Rising from the Ashes: Turning Adversity into Opportunity

A Near-Death Experience: Sam shares a harrowing story of a life-threatening incident that led him to rethink his career and life priorities
Catalysts for Growth: The impact of personal development books, like Rich Dad Poor Dad, on Sam’s mindset and career trajectory
Entrepreneurial Lessons: Learn how Sam transformed challenges into opportunities and the crucial role resilience plays in success

[14:13 - 25:28] The Exit Strategy: When the End is Just the Beginning

The Emotional Rollercoaster of Selling a Business: Sam opens up about the bittersweet experience of selling his company and the identity crisis that followed
Facing the Unknown: How Sam navigated the uncertain period after his exit, and why it led him to his true calling
A New Chapter in Leadership: Discover how Sam’s next move, though seemingly a step back, became a launching pad for his coaching career

[25:29 - 34:08] The Power of Generosity: Serve First, Success Follows

Service Over Sales: Sam reveals his philosophy of providing immense value without expecting immediate returns and how it has shaped his approach to business
Life’s Guiding Principles: Explore Sam’s core beliefs—doing what’s generous and always giving more than you take
Building an Abundance Mindset: Practical tips on how to shift from a scarcity mindset to one of abundance, even during tough times

[34:09 - 45:04] Living in Alignment: Core Values as Your Compass

Why Core Values Matter: Jerome and Sam discuss the importance of living authentically by aligning actions with core values, both in business and life
The Accelerating Power of Coaching: Learn why investing in a coach can be the game-changer you need to achieve your goals rapidly
Final Reflections: As the episode closes, reflect on the power of vision, content creation, and staying true to your purpose

Key Quotes:

"Don't just do what's right... do what's generous." - Sam Wakefield

"When you try to do something for everyone, you end up doing something for no one." - Sam Wakefield

Connect with Sam!

LinkedIn: https://www.linkedin.com/in/closeitnow

Website: https://www.closeitnow.net/

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

Learn more about your ad choices. Visit megaphone.fm/adchoices

357 قسمت

#Business #Transformation #Matrix #Fitness #Entrepreneur #Mental Health #Jerome Myers - The Preeminent Authority on Dream Realization #Self Image #Dream Realization #Relationship #Red Pill #Prosperity #Significance #Health and Well-Being #Founders

Don't Just Do What's Right... Do What's Generous! - Sam Wakefield

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

published حدود یک سال پیش

اشتراک گذاری

MP3•خانه قسمت

[00:00 - 05:36] Vision: The Fuel for Your Dreams

Meet Sam Wakefield: Get to know Sam’s Texan roots and how his early life shaped his career
A Heatwave of Change: Discover how Sam’s entry into the HVAC industry was more fate than choice and how it set the stage for his entrepreneurial journey

[05:37 - 14:12] Rising from the Ashes: Turning Adversity into Opportunity

A Near-Death Experience: Sam shares a harrowing story of a life-threatening incident that led him to rethink his career and life priorities
Catalysts for Growth: The impact of personal development books, like Rich Dad Poor Dad, on Sam’s mindset and career trajectory
Entrepreneurial Lessons: Learn how Sam transformed challenges into opportunities and the crucial role resilience plays in success

[14:13 - 25:28] The Exit Strategy: When the End is Just the Beginning

The Emotional Rollercoaster of Selling a Business: Sam opens up about the bittersweet experience of selling his company and the identity crisis that followed
Facing the Unknown: How Sam navigated the uncertain period after his exit, and why it led him to his true calling
A New Chapter in Leadership: Discover how Sam’s next move, though seemingly a step back, became a launching pad for his coaching career

[25:29 - 34:08] The Power of Generosity: Serve First, Success Follows

Service Over Sales: Sam reveals his philosophy of providing immense value without expecting immediate returns and how it has shaped his approach to business
Life’s Guiding Principles: Explore Sam’s core beliefs—doing what’s generous and always giving more than you take
Building an Abundance Mindset: Practical tips on how to shift from a scarcity mindset to one of abundance, even during tough times

[34:09 - 45:04] Living in Alignment: Core Values as Your Compass

Why Core Values Matter: Jerome and Sam discuss the importance of living authentically by aligning actions with core values, both in business and life
The Accelerating Power of Coaching: Learn why investing in a coach can be the game-changer you need to achieve your goals rapidly
Final Reflections: As the episode closes, reflect on the power of vision, content creation, and staying true to your purpose

Key Quotes:

"Don't just do what's right... do what's generous." - Sam Wakefield

"When you try to do something for everyone, you end up doing something for no one." - Sam Wakefield

Connect with Sam!

LinkedIn: https://www.linkedin.com/in/closeitnow

Website: https://www.closeitnow.net/

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

Learn more about your ad choices. Visit megaphone.fm/adchoices

357 قسمت

همه قسمت ها

1
From Transactions to Transformation: Building a Life Aligned - Jerome Myers 17:19

۳ روز پیش17:19

17:19

Your most meaningful moments begin after the exit. In this deeply personal solo episode, Jerome Myers reflects on the first half of 2025, not just what was accomplished, but what was transformed. Through unexpected moments of presence and alignment, he shares what life looks like when success is no longer the goal, but the foundation for something more. Whether you’re post-exit or preparing for one, this episode offers a rare, honest look at what comes next. [00:00 – 03:30] From Metrics to Meaning Reflecting on accomplishments beyond the surface Reframing the scoreboard of success Choosing alignment over endless achievement [03:31 – 06:30] The Silence After Success Confronting stillness after the summit Understanding the Founder’s Exit Paradox Beginning the inner work of reinvention [06:31 – 09:30] Moments That Redefine You Family milestones and legacy in action Letting joy lead through travel and play Finding aliveness through presence, not performance [09:31 – 12:30] Resonance Over Resume Living values through sacred rituals and reflection Recognizing impact beyond LinkedIn and titles Measuring life by connection, not credentials [12:31 – 16:00] Designing What Comes Next Asking the questions that shape your next chapter Rejecting default paths in favor of intention Embracing support and sacred reinvention Key Quotes: “You didn’t come this far just to coast. You came this far to elevate to new levels of impact, meaning, and legacy.” - Jerome Myers “The real reckoning only happens after the summit. When the exit is done, the money’s in the bank, and suddenly the calendar is quiet.” - Jerome Myers Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Your Next Starts with Being Seen - Jerome Myers 18:30

10 روز پیش18:30

18:30

Why do successful founders disappear when they're on the edge of true personal growth? In this powerful solo episode, Jerome Myers unpacks the fear that holds many high achievers back, not fear of failure, but fear of being seen. He explores how achievement can become emotional armor and what it really takes to step into purpose after the exit. If you’ve ever felt lost after success, this episode offers the clarity, courage, and next steps you need. Listen now and start your next chapter with intention. [00:00 – 03:00] You Are Not Broken, You Are in Transition The internal calling beyond success The NEO Assessment as a personal mirror Starting the journey into clarity [03:01 – 07:00] The Hidden Side of the Exit Paradox Why founders disappear after success The moment when identity begins to unravel Fear disguised as logic and timing [07:01 – 10:00] When Identity Becomes Armor Achievement as emotional protection The illusion of fulfillment through productivity Breaking through surface-level success [10:01 – 14:00] From Ghosting to Growth: David vs. Erica A tale of two founder responses Avoiding transformation vs. embracing it The real difference courage makes [14:01 – 17:00] Choosing to Be Seen Letting go of performance-based identity Stepping into alignment and purpose The power of conscious choice Key Quotes: “They’re winning at business but silently losing the war within.” – Jerome Myers “Being seen means letting go of the version of yourself you curated for survival and stepping into the version that's aligned for significance.”– Jerome Myers Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
ICYMI - The CEO is the Bottleneck, Build it to Scale - Rick Martinez 52:57

17 روز پیش52:57

52:57

What happens when the check clears, and you still feel empty? In this powerful episode, Jerome Myers talks with Rick Martinez, a former ER nurse, Army officer, and founder who scaled a 600-person healthcare company and exited successfully, only to face an identity crisis no one warned him about. From ER shifts to military deployment to crying in his car after a $500K payday, Rick shares what happens after the win and why fulfillment matters more than freedom. If you’ve ever asked, “Is this all there is?”, this episode is for you. [00:00 – 12:00] Still in Scrubs: The Entrepreneur Who Kept Showing Up Why Rick still picks up ER shifts decades into success His transition from staff nurse to contractor to employer How one conversation in a hospital skybridge launched a business [12:01 – 21:00] Building Something Bigger (Without Realizing It) From $8/hour raises to doubling his income overnight Creating an agency by accident and growing to 600 employees The systems that scaled without needing a business degree [21:01 – 30:00] Service, Sacrifice, and the Truth About Scaling Military activation changes everything The moment he realized he was the problem, not the engine A brutal but freeing insight: the founder or CEO is often the biggest bottleneck [30:01 – 38:00] The Check, the Crash, and the Cry The wire hits. Rick sits in his Porsche with tears in his eyes What no one tells you about the emotional cost of success The first signs that the real journey was just beginning [38:01 – 45:00] Pain, Purpose, and a Spiritual Awakening A crushing injury in a CrossFit competition shifts everything Rick hears what he’d been ignoring and gets baptized Writing, service, and rediscovering what truly matters [45:01 – End] What’s Next: From Exit to Expression Why “never a W2 again” wasn’t enough How Rick found meaning in ghostwriting and mentoring His ultimate advice for those chasing more than money Key Quotes: “The founder, the CEO, is always the biggest bottleneck.” – Rick Martinez “Find the freedom that's going to fulfill you. Be relentless about it, and when you get there, share it with the world.” – Rick Martinez Connect with Rick! Website: https://www.therickmartinez.com/optin1620132235803 LinkedIn: https://www.linkedin.com/in/rickmartinez Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Healing Is Possible: Rebooting Trauma and the Brain - Dr. Don Wood 55:39

24 روز پیش55:39

55:39

What if trauma isn’t just in your head, but in your cells, your gut, your immune system? In this electrifying conversation, Jerome Myers is joined by Dr. Don Wood, the founder of the Inspired Performance Institute and creator of TIPP, a neuroscience-based program for trauma resolution. What begins as a deeply personal story about saving his daughter’s life turns into a profound revelation: most of what we treat with pills could be solved by healing the mind. If you’ve ever been told to just “manage” your anxiety, stress, or diagnosis, this episode is your wake-up call. [00:00 – 12:00] Trauma Is the Root, Not the Symptom “Medication is like giving tissue for a runny nose, what caused it?” Trauma often underlies anxiety, addiction, and even autoimmune disease Dr. Wood’s daughter's Crohn’s and lung disorder stemmed from childhood trauma, not just biology [12:01 – 22:00] The Brain Isn’t Broken, It’s Protecting You The subconscious runs 95% of your daily life and doesn’t understand time Emotional triggers (or “activations”) are unresolved calls for action “Anxiety is your mind trying to solve something from years ago, now.” [22:01 – 32:00] The Science of Reprocessing Memory Traumatic memories are stored in high-def; the solution is to reduce their intensity “We don’t erase memory, we reclassify it. So your brain sees it as past, not present.” Healing isn’t about forgetting; it’s about removing emotional dysregulation [32:01 – 42:00] It’s Not Just About Therapy, It’s About Resetting Traditional therapy relieves the trauma; TIPP reprocesses it safely and quickly "I don’t need the whole story, just the trailer.” The mind must feel safe before it can heal [42:01 – 49:00] Resilience is Built on Safety, Not Hardship “You don’t toughen a boxer by beating him before the fight.” A stable home builds resilience; trauma erodes it before life begins The system needs to feel safe to learn, grow, and repair [49:01 – End] Why He Didn't Stop After Saving His Daughter “We could’ve stopped. But we felt a calling.” Dr. Wood uses TIPP to help veterans, athletes, CEOs, and kids “Your mind and body are designed to heal. Trauma just gets in the way.” Key Quotes: “The mind and body are designed to heal. What’s interfering with it—in most cases, at least 80%—is unresolved trauma.” - Dr. Don Wood “You can’t sabotage yourself. Your brain’s a survival brain. It’s protecting you.” - Dr. Don Wood Connect with Dr. Wood! Website: http://www.inspiredperformanceinstitute.com/ LinkedIn: linkedin.com/in/drdonwoodphd Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
The Overlooked Leg of the Stool: Why Post-Exit Success is the Key to a Complete Exit Plan - Jerome Myers 56:14

۴ weeks پیش56:14

56:14

What happens after the founder exits? Too often, regret, confusion, and loss of identity. In this powerful session from the Exit Planning Institute, Jerome Myers delivers a wake-up call: most exit plans ignore the human element. While others focus on finances and operations, Jerome highlights the missing pillar: personal planning . Press play and rethink what it means to exit with excellence. [00:00 – 12:00] Exit is Inevitable, But Fulfillment is Not 100% of founders will exit: “Sell it, give it away, or close it.” Most advisors ignore personal planning, but it’s what leads to regret “The stool wobbles without the third leg. We’re building incomplete exits.” [12:01 – 25:00] The Founder’s Exit Paradox The paradox: rich and free, but lost “They decouple their identity from the business and enter a void.” Common regrets: loss of purpose, isolation, status drop, boredom Why does money only solve 2 of the 5 levels in Maslow’s hierarchy [25:01 – 38:00] Six Centers of Doubt: The Hidden Struggles Introducing the Exit Paradox Iceberg Self-image, Relationships, Work, Health, Prosperity, Significance “If you don’t know where you’re going, you won’t like where you end up.” 60% of founders’ core relationships disappear post-exit [38:01 – 48:15] From “What’s Next?” to N.E.X.T. Nourish, Evaluate, Xplore, Transcend: a framework for life after exit “Most are exiting from, not to. That’s why they regret it.” How Jerome helped his father find purpose again, becoming a mayor in his 60s [48:16 – End] Real Tools, Real People, Real Legacy The NEO Assessment: Six archetypes for post-exit personality “Ask your clients: What are you optimizing for, money or fulfillment?” Advisors: why you need to engage the personal side, or risk losing the AUM “The only way your life ever matters is if you are positively impacting other people's lives.” Key Quotes: “Money solves the first two levels of Maslow’s hierarchy. Everything after that - purpose, belonging, impact - needs something deeper.” – Jerome Myers “The biggest problem in exit planning is that most founders are exiting from instead of exiting to .” – Jerome Myers Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
No Regrets: Maximizing Wealth When Selling Your Business - Homer Smith 45:52

۵ weeks پیش45:52

45:52

What if your exit could be the beginning of your best story, not the end? In this deep-dive workshop-style episode, Jerome Myers reunites with Homer Smith, financial strategist and founder of Konvergent Wealth, to unpack the financial and emotional blueprint for achieving true post-exit success. Whether you’re years from selling your business or already navigating offers, this episode delivers the playbook for preserving family wealth and personal purpose. If you're a business owner asking, "What's next?" — this one's for you. [00:00 – 12:00] Two Paths After the Sale Why 70% of businesses brought to market don’t sell—and how to avoid being one of them The post-sale "tragedy" no one talks about “Only about 6% of owners who go to market are highly satisfied with the outcome.” The three pillars of a successful exit: business readiness, market readiness, and owner readiness [12:01 – 26:00] The Real Reasons Founders Miss Out Unrealistic valuations and the myths around multiples Why internal partner conflict can kill a deal The #1 financial red flag for buyers: messy books The hidden danger of high customer concentration [26:01 – 36:00] The Founder's Exit Paradox Jerome breaks down the emotional crash that hits post-sale Creating a personal life plan that aligns with the deal terms “Most founders are walking into a sea of nothingness.” How the N.E.X.T. framework (Nourish, Evaluate, eXplore, Transcend) builds clarity and confidence [36:01 – 45:00] Planning to Win (Not Just Exit) Real case study: $106M egg farm deal and $20M tax savings Why your transaction team might be too small—or too inexperienced Planning five years out: why it’s never too early to optimize [45:01 – End] Exit Into Excellence How post-exit optimization begins long before you close Jerome’s call to founders: “Don’t build a business without designing the life beyond it.” Resources to prepare: free whitepaper and transition readiness assessment Key Quotes: “The business, the market, and the owner all need to be ready.” - Homer Smith “Only about 6% of business owners who raise their hands to go to market are highly satisfied with the outcome.” - Homer Smith Connect with Homer! Website: http://www.konvergentwealth.com/ LinkedIn: https://www.linkedin.com/in/homersmith4/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Fail Forward: Failure is the Tuition We Pay - Kasim Aslam 54:25

۶ weeks پیش54:25

54:25

What if your biggest failures were the stepping stones to your greatest impact? In this raw and revealing episode, Jerome Myers sits down with Kasim Aslam, serial entrepreneur and founder of the world’s top-ranked Google Ads agency, to unpack his journey from troubled teen to 8-figure exit. With unmatched candor, Kasim shares the highs, the hard truths, and why his life’s mission today is centered on global employment, not just profit. If you’ve ever felt stuck, burned out, or unsure of what’s next, listen closely. [00:00 – 12:10] Two Exits, One Framework Building the #1 Google Ads agency Productizing services for scale The behind-the-scenes of an 8-figure exit [12:11 – 22:45] Integrity Over Everything Why most agencies fail their clients Saying no to the wrong deals How honesty fuels demand and client trust [22:46 – 34:00] The Rocky Road to Reinvention Growing up in poverty and crime Losing everything in the '08 crash Finding purpose through failure [34:01 – 45:00] Safe, But Not Satisfied What it felt like when the wire hit The paradox of post-exit emptiness Learning to delegate and let go [45:01 – End] Meaningful Work as Legacy Why hiring is the new impact model Creating global opportunity through EAs The case for failing forward Key Quotes: “You want to change lives? Hire someone.” — Kasim Aslam “Failure is the tuition that we pay. Chase good failure, quality failure, healthy failure.” — Kasim Aslam Connect with Kasim! LinkedIn: https://www.linkedin.com/in/kasimaslam YouTube: https://www.youtube.com/@kasimaslam Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Exit Smarter, Sooner: The 3-Year Acceleration Strategy - Mahen Gundecha 40:21

۷ weeks پیش40:21

40:21

What if you could add $1M to your exit, without working extra years? Jerome Myers talks with Mahen Gundecha, a seasoned dealmaker, about how timing, positioning, and rolled equity can boost your exit value. Learn why most exits fail, what buyers want, and how to avoid costly delays. A must-listen for any founder thinking about an exit, now or years from now. [00:00 – 12:58] Mahen’s Global Journey + The Wake-Up Call for Founders From Tanzania to Toronto to Pennsylvania: Mahen’s backstory Why unplanned exits leave millions on the table The value of starting exit prep years before you're ready [12:59 – 24:32] What Makes a Business Truly Sellable Why only 20% of listed businesses ever sell Founder dependency: the hidden value killer How rolled equity can add major upside post-sale [24:33 – 36:25] Market Forces You Can’t Ignore: Consolidation + Competition What happens when your competitor is acquired by private equity Why does consolidation raise the risk of customer loss The importance of differentiation to stay competitive [36:26 – 48:07] When Growth Becomes a Gamble: Hope vs. Strategy Why acquisition strategies often fail without a solid plan How age affects your exit risk tolerance The danger of relying on “hope” as a growth strategy [48:08 – 1:07:47] A Smarter Path Forward: Preparation Without Pressure Why you should never negotiate with one buyer How deal fatigue kills value and momentum Tools and steps to start preparing for a clean, profitable exit Key Quotes: “Prepare your business before life forces your hand.”— Mahen Gundecha “Hope is what drives you, but you’ve got to have a plan.”— Mahen Gundecha Connect with Mahen! Email: mahen@bristol.group LinkedIn: https://www.linkedin.com/in/bristol-group/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Be Sellable: How to Attract Your Ideal Buyer Before You’re Ready - Lorraine McGregor 45:59

۸ weeks پیش45:59

45:59

What if your business could attract the right buyer before you're even ready to sell? In this episode, exit strategist Lorraine McGregor reveals why only 1–2% of businesses ever sell and how to ensure yours is one of them. She breaks down the hidden reasons exits fail, the mindset shifts founders must make, and what buyers are looking for. If you think buyers will show up when you're ready, think again. This is a must-listen for any founder considering exit, even years in advance. [00:00 – 07:00] The Harsh Truth About Business Exits Why most small businesses never sell M&A myths: Buyers don’t show up when you’re ready, they buy when it suits them How Lorraine discovered the “black box” language of M&A [07:00 – 16:00] Why Buyers Walk Away Internal chaos kills deals: unresolved partner conflicts and weak management teams The real reason exit planners and M&A brokers won’t take you on as a client What does it mean to “become the business your buyer is looking for” [16:00 – 27:00] Understanding the Mind of the Buyer The four kinds of buyers, and how each one evaluates your business Why "earning your price" is better than demanding your price Funded searchers vs. zero-money-down acquirers: the opportunity and the risk [27:00 – 38:00] From Projections to Proof Why trailing financials alone aren't enough The myth of the magical pro forma: how real buyers view projections Creating certainty in your operations to justify a higher valuation [38:00 – 45:00] The Exit Starts with Mindset The biggest mistake: building a business with no clear end in mind How to build a company that outlasts you Why being "sellable" means building value for both you and the buyer Key Quotes: “Buyers don’t buy your past, they buy your future. And they need certainty about that future.” — Lorraine McGregor “Be sellable, all the time. That’s the best thing you can do for your legacy.” — Lorraine McGregor Connect with Lorraine! Website: https://www.spiritwest.com LinkedIn: https://www.linkedin.com/in/lorrainemcgregor Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Regret Proof Your Business Part 2 - David Shavzin & Maria Forbes 27:20

۹ weeks پیش27:20

27:20

What if your team, not your revenue, is the key to a successful business exit? In Part 2 of the Regret-Proof series, Jerome Myers and Maria Forbes of Stratis Human Capital Solutions explore how people issues like misalignment, legacy hires, and founder-dependence quietly drain business value. Learn how to turn your workforce into your strongest asset, whether you’re years from selling or fielding offers now. [00:00 – 04:30] Why Human Capital Is the Missing Link in Exit Planning Human capital is a strategic value driver, not just HR Buyers assess workforce strength, leadership alignment, and role clarity Growth and exit readiness should be aligned and simultaneous [04:30 – 08:30] Alignment: The First People Challenge “Cloning yourself” limits innovation and scalability Misalignment hinders synergy, efficiency, and growth True alignment means matching instincts and strengths to roles [08:30 – 13:30] Hiring Habits: Staff vs. Stakeholders Staff support the owner's goals; stakeholders co-own company growth Stakeholder teams drive autonomy, performance, and purpose Hiring habits must evolve to boost retention and enterprise value [13:30 – 18:00] Growth Bottlenecks: Managing Alone Won’t Scale Top-down leadership reduces agility and resilience Distributed leadership unlocks execution and team potential Role mapping supports clarity, development, and onboarding [18:00 – 26:00] Regret-Proofing Through People Strategy Outdated systems and poor onboarding weaken enterprise value A healthy, independent, connected workforce attracts buyers Start early to ensure your exit results in pride, not regret Key Quotes: “Alignment is a value driver. When you’re in good alignment, a potential buyer can see that.” — Maria Forbes “If you’re calling them staff, then they are your supporters. If you’re calling them your team, then they’re stakeholders in the growth of your company.”— Maria Forbes Connect with David! Website: https://getonthevaluetrack.com/ LinkedIn: https://www.linkedin.com/in/davidshavzin/ Connect with Maria! Website: https://firepowerteams.com/ LinkedIn: https://www.linkedin.com/in/mariacforbes/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Regret Proof Your Business Part 1 - David Shavzin & Maria Forbes 34:28

10 weeks پیش34:28

34:28

What if selling your business could be the proudest moment of your career, not your biggest regret? In this episode, Jerome Myers talks with David Shavzin, founder of The Value Track and co-founder of the Exit Planning Exchange Atlanta. With decades of experience in exit planning and M&A, David shares why so many entrepreneurs feel disappointed after selling, and how you can avoid it. Discover how to think like a buyer, increase your business's transferable value, and prepare for a successful, meaningful exit. If you’re ready to transition from business owner to legacy builder, you won’t want to miss this conversation. [00:00 – 07:50] The Cost of Poor Planning 75% of owners regret selling, early planning is the antidote Baby Boomer wealth transfer = huge opportunities + huge risks Lack of preparation = loss of personal and generational wealth [07:50 – 23:50] Own the Buyer’s Mindset Big myths busted: quick exits, easy deals, setting your price Buyers pay for cash flow, not dreams Make yourself irrelevant to maximize business value [23:50 – 33:00] Valuation Truths and the Realities of Selling Your Business Industry multiples mislead, true value is complex and specific Expect a 9–18-month sales process full of due diligence landmines Clean financials and strong prep = higher price and faster close [33:00 – 42:00] Flex Your Exit: Deal Structures and Dream Teams Not all exits are cash-outs, mergers, internal transitions, and family sales matter Flexible structures win Assemble your exit dream team early: M&A advisor, CPA, attorney, financial planner [42:00 – 46:00] How to Regret-Proof Your Business Sale Get laser-clear on personal and financial goals Build a company that thrives without you Start planning NOW, the future-you will thank you Key Quotes: “Think like a buyer as you grow your company.” — David Shavzin “If you want to sell your company successfully, your goal should be to make yourself irrelevant.” — David Shavzin Connect with David! Website: https://getonthevaluetrack.com/ LinkedIn: https://www.linkedin.com/in/davidshavzin/ Connect with Maria! Website: https://firepowerteams.com/ LinkedIn: https://www.linkedin.com/in/mariacforbes/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Beyond Willpower: Designing Effective Forcing Mechanisms for Success - Matthew Jarvis 51:11

11 weeks پیش51:11

51:11

What does it look like to engineer a business that serves your life—and not the other way around? Matthew Jarvis, founder of Jarvis Financial and co-founder of The Perfect RIA, built a thriving financial advisory firm designed for freedom. In this episode, Matthew opens up about building a “lifestyle practice,” navigating the emotional landmines of succession, and making bold moves (like taking 150+ days off a year!) without sacrificing business performance. Expect honest stories about designing a business around your values, preparing for exit from day one, and why impact, not just income, should be the endgame. If you're looking to exit right, not just exit rich, this episode will shift your thinking. [01:13 – 08:12] Design Your Life First Life by Design: Matthew shares how he built a business to support his ideal lifestyle Lifestyle Practice: Intentional client selection and lean operations Personal Metrics: Why time off mattered more than AUM growth Early Vision: Planning for exit even in the early years of growth [08:12 – 18:49] Exiting on Purpose Succession Strategy: Hand-picking his successor with the intention Founder Ego: Wrestling with identity and letting go of being “the guy” Trust and Letting Go: Setting the team up for success post-transition The Real Timeline: Why a clean break was the healthiest move [18:49 – 29:06] Impact Over Income Beyond the Check: How purpose played into exit planning The Perfect RIA: Building a second business to help others escape the grind Systems + Values: Operational freedom with a high-integrity culture Mission Alignment: The joy of helping others build lifestyle practices [29:06 – 38:55] Life After Exit Rhythms Post-Exit: How Matthew structures his time now Avoiding the Void: Creating new challenges to stay engaged Family + Freedom: Prioritizing relationships and global experiences Reinvention: The exit isn’t the end, it’s the beginning of significance [38:55 – 46:00] Advice for Founders Start With Why: Design your business with your life in mind Get a Coach: The power of external insight Exit Readiness: Don’t wait until burnout to start the process Leave a Legacy: Measure success by your impact, not just your income Key Quotes: “If willpower were enough, we wouldn't have this discussion. I need a forcing mechanism.”— Matthew Jarvis “Successful people do things again and again. If I do those things, I’ll probably get similar results.”— Matthew Jarvis Connect with Matthew! Website: https://www.theperfectria.com LinkedIn: https://www.linkedin.com/in/mpjarvis/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Paychecks to Purpose: The 8 Exits of a Founder - Jerome Myers 1:00:43

12 weeks پیش1:00:43

1:00:43

Most people think money is the biggest barrier to leaving their job—but they’re wrong. In this powerful mastermind session, Jerome Myers joins real estate investors and corporate pros to reveal the real cost of walking away: emotional, mental, and operational. Drawing from his leap from corporate at the peak of success, Jerome shares hard-earned lessons on why most exits fail, the myths of passive income, and what truly makes wealth worth building. If you're dreaming of leaving your W2 or already have, this conversation will shake your assumptions and refocus your purpose. Press play and discover what it takes to build a life of freedom and fulfillment. [00:00 – 04:57] Real People at the Edge of a Leap Investor intros: career paths and exit goals Common thread: W2 jobs and uncertainty Jerome sets the tone for real talk [04:58 – 11:45] Jerome’s Exit Story Built a $20M division—then told to downsize Choose values over comfort and quit Faced with cash flow struggles with no plan [11:46 – 20:59] Freedom Numbers & False Starts Most don’t know their real “freedom number.” Passive income takes time and capital Going from six figures to zero is a real risk Know what life—not lifestyle—costs [21:00 – 34:15] Chief Everything Officer Startup life is messy, lonely, and intense You’ll do everything—from admin to investor calls Visibility is leverage, not vanity Faceless brands fail in today’s market [34:16 – 48:15] Purpose Over Passive Real estate cash flow isn’t instant Wealth comes from exits and expertise Consulting often beats syndication Purpose fuels fulfillment; money alone doesn’t [48:16 – 59:00] Doubt, Purpose & the Real Work Doubt lingers, even with a plan Mission matters more than ego Money without purpose leads nowhere We exit to do our real work Key Quotes: “The biggest mistake I made in my transition from an employee to a founder was trying to build a faceless brand.” - Jerome Myers “The only way your life ever matters is if you are positively impacting the lives of other people.” - Jerome Myers Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

39 weeks پیش34:01

34:01

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
Life After the Exit: Michael Silva on Navigating Identity, Loss, and Rediscovering Purpose After Selling His Business 45:54

40 weeks پیش45:54

45:54

What happens when you sell the business that defines you? Can financial success replace personal fulfillment? In this episode, Michael Silva shares his journey from building a thriving physical therapy practice to facing the emotional challenges of stepping away. Expect real stories about preparing your business and yourself for an exit and finding purpose in the next phase of life. This episode offers essential insights if you're a business owner or entrepreneur considering your exit. Are you truly ready? Listen to find out! [00:00 - 08:15] Michael Silva & The Identity Crisis Michael reflects on how his identity was tied to his role as a business owner Selling the business forced him to confront an emotional void he wasn’t prepared for [08:16 - 16:23] Building the Practice and Team He describes the struggles of starting his practice and the importance of early key hires Growing a team and expanding operations were essential to the business's success [16:24 - 25:03] Preparing for the Exit Michael explains how stepping back from revenue generation made the business more attractive to buyers Systems and a strong team allowed the business to run without his daily involvement [25:04 - 33:19] Emotional Toll of Selling Selling the business left Michael feeling disconnected, even though he had prepared logistically Support from family helped him cope with the emotional aftermath of the sale [33:20 - 41:11] Starting A New Chapter Michael talks about transitioning to coaching and the challenge of imposter syndrome Helping others succeed brought him a new sense of fulfillment post-exit [41:012 - 41:48] Reflections on Fulfillment Financial success from the sale didn’t immediately lead to personal fulfillment Preparing both emotionally and financially is crucial for a successful transition Key Quotes: "The financial part of selling a business is only half the story—the emotional toll is what I wasn’t prepared for." - Michael Silva "What I see most people do is get the business exit-ready, but they don't get themselves exit-ready." - Jerome Myers Connect with Michael! LinkedIn: https://www.linkedin.com/in/michaeljsilva-pt-consultant/ Website: https://michaeljsilva.com/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
From Teen Dad to Multimillionaire - Don Jackson 47:25

41 weeks پیش47:25

47:25

What does it take to turn a vision into reality? In this episode, Jerome Myers talks with Don Jackson, who went from being a teen father to building a multimillion-dollar mental health business. Don shares the risks he took, his sacrifices, and how he found a new purpose after success. Jerome asks: what are we willing to do to make our dreams real? If you’ve ever wondered how to push through life’s toughest challenges and find purpose beyond success, listen now and be inspired to follow your vision. [00:00 - 05:03] Vision and the Power of Perseverance Introduction to Don Jackson and his entrepreneurial beginnings Facing challenges early as a teen father Trusting your vision and embracing the struggle as part of the journey [05:04 - 11:09] From Grass Cutting to Mental Health Entrepreneur Don’s first hustle mowing lawns and how responsibility shaped his work ethic Reflecting on his drive to support his family from a young age Transitioning from physical labor to finding his passion in the mental health field [11:10 - 17:11] Building Right Path Behavioral Health The difficult two-year journey of starting Right Path Behavioral Health Navigating the roadblocks and gatekeepers in the mental health industry Becoming the youngest mental health service provider in Florida at age 28 [17:12 - 29:51] Growing the Company and Becoming a Leader The challenges of leadership and hiring the right people Building Right Path into a company with 63 employees and maintaining a hands-on leadership approach Balancing growth and personal values to build a strong company culture [29:52 - 43:59] The Emotional Exit and Life After Selling Don’s reflections on receiving a multimillion-dollar wire after selling the company Coping with the emotional aftermath of stepping away from a business he built from the ground up Finding new purpose and continuing the journey post-sale [44:00 - 46:40] Final Thoughts and Advice for Aspiring Entrepreneurs The importance of staying true to your vision How success is not just about financial gains but about perseverance and making a positive impact Key Quotes: “Your vision is your vision. God would've given it to them if the vision were for anybody other than you. So, you gotta trust it." - Don Jackson "If it were easy, everybody would be doing it. Embrace the struggle." - Don Jackson Connect with Don! Email: don032254@yahoo.com LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
90% of All Wealth is Lost by the 3rd Generation - Rich Christiansen 53:41

42 weeks پیش53:41

53:41

Can you succeed while staying true to your values and building a lasting family legacy? In this episode, Rich Christiansen, an entrepreneur with 17 successful business exits, shares his journey of balancing wealth, family, and personal growth. He introduces his Legato Family Framework, offering practical ways to avoid the common traps of generational wealth loss and build a foundation rooted in values. Rich also opens up about discovering his true identity and the transformative power of self-forgiveness and love. If you’re looking for insights on how to find proper balance in life, this is an episode you won’t want to miss. Listen now to explore how you can create a meaningful legacy for yourself and your family. [01:29 - 03:04] Meet Rich Christiansen Jerome introduces Rich, highlighting his 17 successful business exits. Rich shares how family and values have shaped his life and business. They discuss the balance between wealth creation and meaningful relationships. [03:05 - 08:53] The Pendulum of Balance Rich explains the challenges of balancing professional success with personal life. Balance means flowing between extremes, not staying rigid. The pressure to prove worth can disrupt life balance. [08:54 - 17:35] The Legato Family Framework Introduction to Rich’s Legato Family Framework centered on family values and traditions. Rich explains how it helps families avoid generational wealth loss. Creating a family mission statement is key to preserving values. [17:36 - 31:07] Overcoming Guilt and Shame Rich discusses guilt and shame as low emotional frequencies that hold people back. Open dialogue and spiritual growth are essential for healing. His family framework focuses on self-love and rejecting shame. [31:08 - 52:56] Rich’s Personal Story: Discovering His True Identity Rich shares the emotional story of discovering he was donor-conceived. The journey of reconciliation transformed his understanding of family. He emphasizes the power of forgiveness and self-love in overcoming challenges. Key Quotes: "Balance is about crossing the line of balance as frequently as possible." - Rich Christiansen "Our deepest need is to be seen, but also our biggest fear is being fully manifest and seen." - Rich Christiansen Connect with Rich! Website: https://richchristiansen.com/ LinkedIn: https://www.linkedin.com/in/richristiansen/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
Go From Building a Living to Building a Life - Lloyd Reeb 54:38

43 weeks پیش54:38

54:38

What does it mean to live a life of true significance? In this episode of Dream Catchers, Jerome Myers, and Lloyd Reeb explore how to shift from chasing career success to building a purpose-driven life. With over 25,000 hours of coaching experience, Lloyd shares practical steps to "get clear, get free, and get going" in your journey. Listeners will learn to balance time, energy, and wealth, build a family legacy, and mentor the next generation. If you’ve ever asked yourself, "Is there more to life than this?" this episode is for you. Lloyd Reeb challenges you to redefine success and shows how living with intention can transform your life and legacy. [00:00 - 06:45] Introduction & Lloyd Reeb’s Coaching Journey Jerome introduces Lloyd Reeb, highlighting his 25,000+ hours of coaching experience Discuss gaining clarity in life with Lloyd’s process: "Get clear, get free, and get going" It is important to create a margin in life to explore purpose and take action [06:46 - 16:59] The Halftime Institute: From Success to Significance The Halftime Institute, co-founded by Lloyd and Bob Buford, helps people shift from career focus to life purpose How midlife prompts reflection on whether there’s more to life than career success Transitioning to becoming the "Chief Life Officer" and creating impact in the second half of life [17:00 - 27:52] Building Financial Freedom & Family Legacy Lloyd shares insights on financial freedom and the importance of capping lifestyle to focus on purpose Examples of how limiting lifestyle leads to more joy and opportunities for contribution Strategies for building a family enterprise that generates wealth while blessing others [27:53 - 41:13] Mentoring the Next Generation Lloyd discusses the fulfillment of investing in the next generation through mentorship The concept of Ardent Mentoring, where seasoned leaders guide young social entrepreneurs Mentoring is a way to invest time and wisdom in others for a lasting impact [41:14 - 52:37] Intentional Leadership & Closing Thoughts The necessity of intentional leadership in building a thriving family and life Setting lifestyle limits, teaching kids about money, and fostering purpose in family life Final thoughts on becoming your "Chief Life Officer" with long-term personal metrics and a life mission Key Quotes: "Money is a terrible master but a great servant." - Lloyd Reeb "Building a career is one thing; building a life is far more intimate, complex, and rewarding." - Lloyd Reeb Connect with Lloyd! Website: https://halftimeinstitute.org/ LinkedIn: https://www.linkedin.com/in/lloydreeb/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
Stop Overpaying in Taxes - Todd Villarrubia 39:00

44 weeks پیش39:00

39:00

What if your tax strategy is costing you more than it should? This episode challenges the norm and asks: Are you keeping as much of your hard-earned money as possible? Join Jerome Myers and tax attorney Todd Villarrubia as they reveal strategies that could transform your understanding of taxes. From selecting the correct business entity to advanced tax plans, Todd shares insights that could protect and grow your wealth. If you're ready to rethink your approach and maximize your financial freedom, this podcast is for you. Tune in to discover the key strategies that could change your financial future. [00:00 - 09:51] Misconceptions About CPAs and Tax Planning CPA vs. Tax Strategist: CPAs often focus on tax preparation rather than proactive tax reduction strategies Proactive Planning: Effective tax planning can yield a 10-to-1 ROI, significantly reducing tax burdens Customized Solutions: Importance of personalized tax strategies tailored to individual needs [09:52 - 17:59] Tax Strategies for Business Owners Cost Segregation: Utilizing cost segregation to maximize tax deductions on commercial real estate Retirement Plans: Advanced options like the 412(e)(3) allow substantial tax-deductible contributions Strategic Deductions: Methods to optimize deductions and minimize taxable income. [18:00 - 24:31] Preparing for a Business Exit Entity Structure: The impact of business entity choice on tax liabilities during an exit. Deferred Sales Trusts: Deferring taxes for up to 20 years to maintain financial flexibility post-exit Capital Gains Optimization: Strategies to maximize favorable tax treatment on capital gains [24:32 - 29:43] Protecting Wealth Through Trusts Asset Protection Trusts: Safeguarding assets from lawsuits while retaining control Dynasty Trusts: Preserving wealth across generations, tripling net worth by avoiding estate taxes Trust Planning: Early planning is necessary to ensure long-term wealth protection [29:44 - 37:00] Future Tax Legislation and Its Impact Upcoming Changes: Potential reductions in estate tax exemptions and increases in income tax rates Strategic Planning: Staying ahead of tax law changes to protect assets and minimize taxes Charitable Planning: Prioritizing tax incentives before leveraging philanthropic contributions for tax reduction Key Quotes: "Double your take-home pay by changing how you manage taxes. It’s not a fantasy; it’s a strategy." - Todd Villarrubia "Paying more in taxes than you need to is a sin. There's so much more good that can be done with those dollars in the hands of the people who earned them." - Jerome Myers Connect with Todd! Website: https://lawealthplan.com/ LinkedIn: https://www.linkedin.com/in/todd-villarrubia/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
Mind Over Money: Managing the Emotional Rollercoaster of Exiting - Jerome Myers 48:06

15 weeks پیش48:06

48:06

Selling a business is often seen as the ultimate victory, but what happens when the excitement fades and uncertainty sets in? In this episode, Jerome Myers, America's leading exit authority, uncovers founders' emotional and psychological challenges after selling their businesses. Many assume financial freedom will bring fulfillment, only to feel lost, disconnected, or restless. Jerome reveals the hidden traps of the exit journey and provides actionable insights to help founders transition with clarity and purpose. Learn how to avoid the everyday post-exit struggles and step confidently into your next chapter. [00:00 - 06:45] The Founder’s Exit Paradox Exiting a business isn’t just a financial transaction—it’s a personal transformation. Many founders assume wealth will bring fulfillment, but the reality is often differen.t The sudden loss of structure, identity, and purpose can be overwhelming Planning beyond the financials and preparing for emotional shifts is the key to a successful exit [06:46 - 15:58] The Wealth & Purpose Trap Financial freedom doesn’t automatically provide meaning or direction Without a structured plan, founders either jump into distractions or drift aimlessly True fulfillment comes from intentionally designing a life that aligns with personal values Success and fulfillment are different— wealth doesn’t guarantee happiness [15:59 - 25:22] Identity Crisis: Who Am I Without My Business? Your business shaped your daily routine, social circles, and sense of significance. Post-exit, many founders struggle with a loss of identity Some overcorrect by launching another company too soon, while others remain limbo The key is to separate your identity from your business before the exit [25:23 - 37:44] The Six Centers of Doubt Founders experience post-exit uncertainty in six key areas Preparing for these challenges in advance prevents post-exit regret [37:45 - 47:20] Designing a Fulfilling Next Chapter Avoid the trap of waiting until after the exit to figure out what’s next Define what success looks like beyond financial wealth Structure your post-exit life intentionally—focus on contribution, growth, and purpose Take the Exit Readiness Assessment to prepare for a smooth transition Key Quotes: “Freedom without purpose is just emptiness.” - Jerome Myers “Success and fulfillment are not the same—you can win the game and still feel like something is missing.” - Jerome Myers “When money is no longer the problem, you realize how many of your real challenges were never about money in the first place.” - Jerome Myers Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
You're Not Just Exiting a Company—You're Exiting an Identity - Jerome Myers 7:39

16 weeks پیش7:39

7:39

What if selling your business didn’t bring the fulfillment you expected? While most discussions around business exits focus on valuation, deal structures, and financial freedom, few address the emotional toll that follows. In this episode, Jerome Myers, America's leading exit authority, unpacks the silent costs of selling a business—the identity crisis, emotional void, and six centers of doubt that can leave founders feeling lost. He shares why 75% of entrepreneurs regret their exits and reveals a four-step framework to help navigate post-exit life with clarity and purpose. If you’re planning an exit or struggling with what comes next, this episode is your guide to designing a fulfilling next chapter. [00:00 - 01:15] Introduction: The Emotional Toll of Selling Your Business Exiting a business isn’t just financial—it’s personal and emotional Many founders feel lost, questioning their identity after selling This episode uncovers what happens emotionally after an exit [01:16 - 03:09] The Six Centers of Doubt Every Founder Faces Self-Image: “Who am I without my business?” Relationships: “Do I still belong if my network was tied to my company?” Work: “I need something to do, but what?” Health: “I sacrificed my well-being—can I fix it now?” Prosperity: “I have time and money, but am I using them wisely?” Significance: “What is my impact beyond the business I built?” [03:10 - 04:44] Why 75% of Founders Regret Their Exit Without a clear post-exit vision, many founders fall into one of two traps A company doesn’t automatically bring fulfillment—it must be intentionally designed [04:45 - 06:00] The Four-Step Process to Exit with Clarity Nourish: Take time to recover and reflect Explore: Identify what truly excites and fulfills you Evaluate: Test new paths before committing too soon Transcend: Step thoroughly into your next chapter with confidence [06:01 - 06:54] Taking Action: Designing Your Next Chapter The key to a successful exit is preparing beyond financials Jerome’s Exit Readiness Assessment helps founders determine if they’re genuinely exit-ready Instead of suffering in silence, founders should proactively plan for their next phase Key Quotes: “The moment you sell, you’re not just exiting a company—you’re exiting an identity.” - Jerome Myers “You either design your next chapter with intention or drift into regret.” - Jerome Myers Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! You sold your business… now what? No one warns you about the identity crisis, the void, or the doubts that creep in after the deal is done. 75% of entrepreneurs regret their exit but it doesn’t have to be that way. In this episode, I break down the hidden costs of selling and share my four-step framework to help you navigate what’s next with clarity and purpose. Don’t let your exit become your regret. 🎧 Listen now: #BusinessExit #LifeAfterExit #BeyondTheDeal Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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The Five Scars of Success: How Struggle Fuels High Achievers - Jerome Myers 12:11

17 weeks پیش12:11

12:11

Success often comes at a cost. In this episode, Jerome Myers explores the Five Scars of Success—key life experiences that shape high-achieving entrepreneurs: conditional love, suicidal ideation, financial ruin, near-death experiences, and early loss of a loved one. While these experiences fuel ambition, they can also make business exits emotionally complex. Jerome shares how to reframe these scars to build a fulfilling next chapter beyond business ownership. [00:00 - 01:00] Introduction & The Five Scars of Success A reminder to check in on others. Success is often shaped by personal struggles. Exiting a business is about more than money. [01:01 - 03:00] Scar #1: Conditional Love Achievementis tied to receiving love. Creates a need for external validation. Must redefine self-worth beyond success. [03:01 - 04:30] Scar #2: Suicidal Ideation High-pressure success leads to dark moments. Many founders struggle in silence. Support systems are crucial. [04:31 - 06:00] Scar #3: Financial Ruin Many experience major financial loss. Fear of failure fuels relentless drive. Rebuilding is possible with resilience. [06:01 - 07:30] Scar #4: Near-Death Experience Facing mortality changes perspective. Creates urgency to leave an impact. Can lead to overworking and burnout. [07:31 - 09:00] Scar #5: Early Loss of a Loved One Loss fuels the drive for legacy. First businesses often aren’t true legacies. Purpose must go beyond financial success. [09:01 - 11:00] How These Scars Affect Exiting a Business More scars make letting go harder. Identity is often tied to business. Exits should be about fulfillment, not loss. [11:01 - 12:30] Moving Forward: Healing & Redefining Success These scars shape, but don’t define, us. Healing means using them as fuel. The exit is just the start of something greater. Key Quotes: “Healing isn’t about forgetting the scars—it’s about using them to fuel your next chapter.” “Most founders don’t realize that their first business isn’t their legacy; it’s what they build after they exit.” Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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If You Can Dream It, You Can Achieve It - Michelle Jacobik 50:11

18 weeks پیش50:11

50:11

What if the life you've carefully built suddenly changes—whether through divorce, a business exit, or an unexpected transition? How do you redefine success when everything familiar is gone? Michelle Jacobik, a financial expert and entrepreneur, shares her firsthand experience of navigating these pivotal moments. She and host Jerome Myers discuss rebuilding financial stability, rediscovering personal identity, and cultivating a mindset that fosters lasting success. Expect raw honesty, practical guidance, and an inside look at the steps needed to create a fulfilling next chapter. Tune in to gain the confidence and strategies to embrace change and turn uncertainty into opportunity. [00:00 - 03:14] - The Power of Support & Mindset Shifts Purpose, values, and gifts define contributions Support systems are essential for growth Mindset impacts success [03:15 - 12:29] - Navigating Divorce and Financial Transitions Divorce is both emotional and financial Plan for financial stability post-divorce Avoid emotional spending [12:30 - 24:39] - Redefining Success: Money as a Tool, Not Security Money offers stability, not identity Financial habits shape outcomes True success aligns with values [24:40 - 35:49] - Avoiding Burnout and Planning Your Exit Burnout signals need for change Build a business with an exit plan Seek support for smoother transitions [35:50 - 44:19] - Financial Runway & Business Success Businesses take time and money Have at least a one-year financial cushion Align business and personal finances [44:20 - 49:26] - Creating a Business by Design, Not Default Business models should align with goals Core values guide strategy Growth comes from learning and mentorship Key Quotes: "If you can dream it, you can achieve it." – Michelle Jacobik "A business built for cash flow alone is a trap. A business built to exit is freedom." – Michelle Jacobik Connect with Michelle! Website: https://michellejacobik.com/ LinkedIn: https://www.linkedin.com/in/michellejacobik/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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You Think You'd Have Time Until You Don't - Jerome Myers 19:12

19 weeks پیش19:12

19:12

What if the biggest myth about exit planning is also the most dangerous? In this solo episode, Jerome Myers, America's leading exit authority, breaks down the costly mistake founders make—waiting too long to plan their next move. He shares hard-hitting insights on the Founder’s Exit Paradox and why delaying the conversation about “what’s next” can leave you lost, unfulfilled, or even financially vulnerable. Jerome explores the excuses founders tell themselves, the four unexpected reasons entrepreneurs are forced to exit, and the ultimate question every business owner should ask: If you only had six months left before you had to exit, what would you do differently today? [00:00 - 02:44] The Exit Paradox: The Dangerous Myth That’s Holding You Back Waiting too long to plan leads to regret Exit is a transition, not the end Are you exiting from or to something? [02:45 - 008:51] The Three Excuses Founders Use to Delay Their Next Move “I’m too busy.” Avoiding the future creates problems “I don’t know what’s next.” Clarity comes from action “I love what I do.” Staying too long can cost you [08:52 - 13:48] The Four Unexpected Reasons Founders Are Forced to Exit Burnout: Overworking leads to exhaustion Death/Disease: Without you, does your business survive? Divorce: Work-life imbalance strains relationships Market Forces: Timing impacts exit success [13:49 - 16:57] Exit Planning as a Responsibility, Not an Afterthought Businesses relying on founders are worth less Liquidity creates freedom and security Innovative founders build self-sustaining companies [16:58] The Critical Question Every Founder Must Ask What would you prioritize with six months left? The Exit Readiness Assessment reveals blind spots Take action before time forces your hand. Key Quotes: “If you had six months before your exit, what would you do differently today?” - Jerome Myers “The biggest lie founders tell themselves is, ‘I’ll figure it out when the time comes.’” - Jerome Myers Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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Hip Hop x Finance: What Hip-Hop Can Teach You About Wealth - Drew Boyer 40:45

20 weeks پیش40:45

40:45

What if your relationship with money determined your freedom? Most people chase wealth, but few truly understand how to manage it in a way that brings lasting security and fulfillment. Are you making financial decisions that serve your future, or are you unknowingly setting yourself up for financial traps? Jerome Myers sits down with Drew Boyer, author of Hip Hop & Finance, to explore the financial lessons hidden in hip-hop. From MC Hammer’s financial downfall to 50 Cent’s unexpected business acumen, this conversation unpacks the actual cost of economic ignorance, and the mindset shifts needed to build lasting wealth. Expect powerful stories, hard-earned wisdom, and a fresh perspective on personal finance that blends music, culture, and money in a way you’ve never heard before. [00:00 - 00:59] The Inspiration Behind Hip Hop & Finance Jerome introduces Drew and his book How hip-hop lyrics teach financial lessons Drew’s journey from drummer to finance Why financial education should be accessible [03:00 - 08:49] The Psychology of Money & Breaking Free from Debt How early money habits shape life The impact of comparison culture Drew’s experience with debt Recognizing and correcting money mistakes [08:50 - 14:54] Celebrity Money Mistakes: MC Hammer & 50 Cent MC Hammer’s $72M downfall 50 Cent’s vitamin water deal vs. bad investments The hidden costs of luxury homes The need for truth-tellers, not yes-men [14:55 - 21:44] What to Do With a Windfall & Avoiding Lifestyle Inflation Innovative steps for handling sudden wealth Why financial professionals matter Delayed gratification vs. impulse spending Investing in experiences and assets [21:45 - 33:19] Estate Planning & Protecting Your Legacy The chaos of dying without a will Lessons from Tupac, Mac Miller, and Takeoff Setting up trusts and legal documents Bob Marley’s estate planning mistake [33:20 - 40:00] The Key to Financial Success: Education & Patience Why financial literacy is key The power of patience and long-term thinking Controlling emotions in financial decisions Understanding money before you have it Key Quotes: "Some people spend their whole lives working hard but never learn to make money work for them." - Drew Boyer "The only person you should ever compare yourself to is who you were a year ago." - Drew Boyer Connect with Drew! Website: https://hiphopxfinance.com/ LinkedIn: https://www.linkedin.com/in/drew-w-boyer-cfp/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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Happiness Isn’t Something You Chase, It’s a Byproduct - Walter Paulsen 42:14

21 weeks پیش42:14

42:14

What if success isn’t enough? Many entrepreneurs reach financial freedom only to feel lost. Walter Paulsen, who built a $500M company, shares why wealth alone doesn’t bring fulfillment and what truly matters after the exit. Expect real talk on resilience, competition, and finding purpose beyond business. Walter and Jerome Myers break down why some thrive post-exit while others struggle—and how to make sure you’re on the right path. Listen now to discover what makes success truly meaningful. [00:00 - 04:55] - The Nature of Happiness & Purpose Happiness is fleeting, not a permanent state It’s a byproduct of meaningful work, not wealth Chasing money without purpose leads to dissatisfaction [04:56 - 07:30] - Competitive Mindset & Personal Growth Walter’s sports background shaped his resilience Self-competition builds long-term success Physical challenges enhance mental toughness [07:31] - Building a $500M Business in Four Years Led Blackhawk Network, pioneering the gift card industry Secured multi-year exclusivity deals before competitors reacted Growth came from a mix of timing, execution, and partnerships [16:00 - 24:15] - The Exit Paradox: What Happens After the Liquidity Event? Many founders face identity loss post-exit Financial success doesn’t guarantee purpose or fulfillment Those without purpose often struggle with post-exit happiness [24:16] - Finding the Right Problem to Solve Solving the wrong problem leads to wasted effort Small bets provide valuable insights Grit matters, but only in the right direction [32:00 - 41:29] - Transitioning to Coaching & Advising Walter shifted from operator to advisor Helps CEOs build strong company cultures Loving your work is key to long-term fulfillment Key Quotes: “Happiness isn’t something you chase; it’s a byproduct of living with purpose.” – Walter Paulsen “Small bets that don’t work out can be valuable because they show you where not to go.” – Walter Paulsen Connect with Walter! LinkedIn: https://www.linkedin.com/in/walterpaulsen/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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The Payday Is Here, But Something Feels Off - Jerome Myers 10:06

22 weeks پیش10:06

10:06

Exiting your business should be a celebration—but why do so many founders feel lost afterward? In this solo episode, Jerome Myers explains the emotional cost of exiting, why money alone isn’t enough, and how to clearly navigate the transition. Whether you're considering an exit or already on the other side, this episode will help you find purpose beyond the payday. [00:00] The Founder’s Exit Paradox Exits aren’t just financial—they're emotional transformations Many founders feel unexpected emptiness after selling Your next move matters—success isn’t just about money [02:00] The Harsh Reality of Selling a Business Only 2 in 10 businesses that list sell Most founders assume buyers will line up—but they won’t Sellability matters—plan ahead or risk regret [04:00] The Emotional Rollercoaster Exiting brings loss, grief, and identity shifts Many founders fear what’s next and hesitate to sell Clarity is key—know where you're going before you exit [06:00] Why Money Isn’t Enough Money can’t replace purpose and fulfillment Founders struggle with self-image, relationships, and significance post-exit Avoid regret—build a meaningful next chapter [08:00] Exit to Excellence: Finding Your Next Jerome introduces his book, Exit to Excellence Every founder needs support and strategy post-exit Plan intentionally—don't just leave, step into something bigger Key Quotes: “Only two out of ten businesses that get listed actually sell.” - Jerome Myers “Your next move should be intentional. Plan for fulfillment, not just a payday.” - Jerome Myers Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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There is Always a Process for Everything - Adi Klevit 34:10

23 weeks پیش34:10

34:10

What’s stopping your business from thriving without you? In this episode, Jerome Myers hosts Adi Klevit, founder of Business Success Consulting Group, to uncover the often-overlooked value of documenting and implementing processes. Adi shares real-life stories of businesses that doubled their value, onboarded employees faster, and achieved true operational freedom—all by putting robust systems in place. Whether you're planning to sell your business or simply want to reclaim your time, this episode offers actionable insights to ensure your business works for you, not the other way around. [00:00 - 07:28] The Power of Documentation Processes are key to scalability and freedom Knowledge transfer ensures continuity Documented processes can double business value [07:29 - 12:56] Building a System-Driven Culture Processes must be implemented, not just written Accountability ensures systems are followed Onboarding can be reduced from months to weeks [12:57 - 18:24] Process Mapping and Simplifying Complexity Process mapping reveals inefficiencies Improved communication reduces delays Consistency builds internal and external trust [18:25 - 24:36] Timing Is Everything: When to Document Processes Start with sales and marketing when new Documenting helps refine evolving systems Proof of concept ensures processes work [24:37 - 32:48] Scaling, Legacy, and Freedom Processes free founders from daily operations Buyers value businesses with documented systems Adi scaled her team by documenting her own processes Key Quotes: "There is always a process for everything. It’s simply a matter of capturing it and then creating it." – Adi Klevit "When you hire someone, they need to know what to do. A documented process ensures they can replicate success every single time." – Adi Klevit Connect with Adi! Website: https://bizsuccesscg.com/ LinkedIn: https://www.linkedin.com/in/adiklevit/ Contact Number: 503-662-2911 Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
There’s No Balanced Life, Only a Blended One - Justin Goodbread 51:06

24 weeks پیش51:06

51:06

How do you create a business that builds lasting value and grants you the freedom to live life on your terms? Justin Goodbread, a seasoned entrepreneur with seven successful exits, shares his insights on designing businesses that thrive without your constant involvement. Learn how to build scalable systems, create recurring revenue, and focus on what matters most—your family, passions, and legacy. If you’re ready to shift from being indispensable in your business to becoming a legacy builder with a life of purpose and fulfillment, this conversation will show you how. Listen now to discover the mindset and strategies that can transform your journey. [00:00 - 10:32] Seasons of Entrepreneurship Embrace the chaos of early entrepreneurship. Forget balance; focus on a blended life. Efficiency grows by knowing your strengths. [10:33 - 20:48] Mastering Efficiency and Delegation Review tasks to find what aligns with your strengths Delegate low-value activities to save time Focus on high-impact tasks for growth [20:49 - 30:44] Creating Transferable Business Value Build systems so your business runs without you. Create recurring revenue for sustainability Make your business scalable and investor-ready [30:45 - 40:28] The Fulfillment Equation: Life After Exit Define your purpose with unlimited time and resources Find identity outside of your business Fulfillment comes from serving and leaving a legacy [40:29 - 50:21] Legacy Beyond Business Build systems that empower others Prioritize relationships and mentorship Align your work with your core values Key Quotes: “There’s no such thing as balance; there’s a blended life where you’re present in every season.” - Justin Goodbread “If you had unlimited time and resources, what would you do tomorrow that you’re not doing today?” - Justin Goodbread Connect with Justin! YT Channel: https://www.youtube.com/@JustinGoodbread Instagram: https://www.instagram.com/justingoodbread Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
Waking Up Tomorrow is Worth More Than a Million Dollars - Dave Fulk 49:16

25 weeks پیش49:16

49:16

How much is your reputation worth, and how does it impact your future? In this inspiring conversation, Dave Fulk unpacks the power of personal and business reputation in shaping success. From his entrepreneurial beginnings to partnering with top industry leaders, Dave shares valuable lessons on resilience, leadership, and building a purposeful legacy. Listeners will learn the art of creating a strong online presence, hiring A-players who drive excellence, and understanding the key differences between branding and marketing. Expect actionable insights on how your reputation can influence business valuation, attract the right opportunities, and secure long-term growth. [00:00 - 03:04] A Million-Dollar Wake-Up Call Waking up is worth more than a million dollars Adopting the "best day of my life" mindset Resilience and positivity are keys to success [03:05 - 07:04] From Shoveling Snow to Sitting on Boards Dave’s snow-shoveling business and early teamwork Discovering entrepreneurial instincts Partnering with Kevin Harrington from Shark Tank [07:05 - 14:31] Building Dream Teams and A-Players Hiring A-players and defining their traits Building a purpose-driven culture Fostering continuous improvement in teams [14:32 - 25:15] The Difference Between Branding and Marketing Marketing is what you say; branding is what others say The "city block" analogy for reputation management Importance of online visibility and trust [25:16 - 35:19] Reputation’s Impact on Business Valuation Reputation accounts for 20% of a company’s valuation Challenges in hiring for poorly reputed companies Building trust for long-term business success [35:20 - 47:52] Lessons in Lifelong Learning and Resilience Lifelong learning, persistence, and curiosity Resilience as a cornerstone of growth Dave’s mantra: "Act like waking up is worth a million dollars" Key Quotes: "If waking up tomorrow is worth more than a million dollars, act like it." - Dave Fulk "You don’t hire A-players just to do a job; you hire them to challenge the status quo." - Dave Fulk Connect with Dave! Website: https://www.davefulk.com/ LinkedIn: https://www.linkedin.com/in/davefulk/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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Neo Transition Assessment - Jerome Myers 35:57

26 weeks پیش35:57

35:57

Have you ever considered what comes next after stepping away from the grind of running a business? Jerome Myers, America's leading exit authority, dives deep into the journey of navigating life beyond the exit. From understanding the emotional shifts to embracing new opportunities, Jerome reveals the tools and insights to thrive in your next chapter. This episode explores the transformative Neo Transition Assessment, inspired by the philosophy of The Matrix. It helps uncover how your unique personality can guide you through change with clarity and confidence. Whether you're planning your next step or simply curious, this episode invites you to step into a future aligned with your dreams. [00:00 - 02:07] Welcome & Overview Introduction to Jerome Myers, host Matt Halloran, and the concept of life after business exits The purpose of the NEO Transition Assessment is to understand post-exit challenges [02:08 - 06:07] Origins of the Assessment Why did Jerome develop the assessment and its unique focus on exits as transformational opportunities? Insight into the emotional and strategic hurdles of life transitions [06:08 - 10:15] The Matrix & Archetypes Explained The influence of The Matrix on the six archetypes: Neo, Oracle, Morpheus, Trinity, Architect, and Agent Smith How these archetypes create a shared language for growth and coaching relationships [10:16 - 20:59] Exploring the Archetypes in Depth Characteristics of each archetype and their relevance in handling change and uncertainty Jerome’s reflection on his Morpheus archetype and its guiding role [21:00 - 29:02] The Six Centers of Doubt Self-image, relationships, work, health, prosperity, and significance: the key areas impacted during transitions How the NEO Transition Assessment offers personalized insights for navigating these challenges [30:03 -35:12] Who Should Take the Assessment? This assessment is valuable for anyone at a crossroads, especially entrepreneurs preparing for an exit The importance of clarity and preparation in navigating the Founders Exit Paradox Key Quotes: "The Neo Transition Assessment helps uncover the tools you need to navigate what's next with confidence." - Jerome Myers "Stepping into the wilderness of the unknown is where true growth begins." - Jerome Myers Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
Your Next: A Guide to Finding Fulfillment After Your Exit - Jerome Myers 30:12

27 weeks پیش30:12

30:12

Is the end of your business indeed the end of your story—or could it be the beginning of your legacy? Your Next challenges you to reimagine what comes after the sale, exploring how to transition with purpose and embrace the possibilities of your next chapter. Jerome Myers introduces the transformative NEXT framework—Nourish, Evaluate, Explore, and Transcend—and offers insights into overcoming the Founder's Exit Paradox. Expect engaging stories, actionable strategies, and a roadmap to designing a life that reflects your values and aspirations beyond the business world. Ready to discover what’s next for you? Listen to Your Next and begin your journey to excellence. Tune in now! [00:00 - 03:04] Opening Thoughts and Eradicating Suffering Introduction to the concept of exiting to excellence Why is the founder suffering post-exit unnecessary? Jerome’s mission is to help founders avoid regret and transition purposefully [03:05 - 08:16] Introducing the NEXT Framework The NEXT framework stands for Nourish, Evaluate, Explore, and Transcend Nourish: Recognize accomplishments and assess transferable skills Evaluate: Conduct a gap analysis and strategize resource deployment [08:17 - 14:08] Exploration and Overcoming the Exit Paradox Explore: The journey of refining goals amidst uncertainty The role of identity separation between founders and their businesses Transcend: Becoming the next best version of yourself post-exit [14:09 - 21:04] The Eight Exits of a Founder From leaving corporate America to achieving work-optional status Chairman of the Board: A crucial intermediary step before full exit Building a post-exit portfolio for financial sustainability and purpose-driven philanthropy [21:05 - 28:48] Designing a Legacy Shifting focus from financial gain to lasting legacy Insights into avoiding existential crises post-exit How Jerome’s framework ties into his book, coaching program, and podcast evolution Key Quotes: "Exiting isn't the end; it's a portal to your personal evolution." - Jerome Myers "Your legacy starts where your business ends." - Jerome Myers Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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Shut Up and Listen - Matt Halloran 35:38

27 weeks پیش35:38

35:38

What does it mean to truly listen? In this thought-provoking conversation, Jerome Myers hosts Matt Halloran, author of Shut the F ** Up and Listen*. Together, they uncover the transformative power of listening—not just hearing but engaging deeply to connect, persuade, and transform. They explore the differences between manipulation and persuasion, dive into practical techniques for improving communication, and reflect on how engaged listening can create meaningful relationships, foster understanding, and even combat loneliness. Whether you're a leader, a salesperson, or someone seeking richer connections, this episode offers actionable insights for a more intentional approach to listening. [00:00 - 05:48] The Power of Listening Difference Between Manipulation and Persuasion: Techniques overlap, but intent defines their ethical use Listening as a Skill: It’s not just innate-like a muscle, it requires deliberate practice Foundations of the Book: Inspired by personal experiences and a passion for communication [05:49 - 12:15] Archetypes of Listening Skydivers vs. Scuba Divers: Depth and style of engagement vary by individual Practical Applications: Tailoring communication depth to the audience Listening as Observation: Recognizing others' styles to foster better interactions [12:16 - 18:39] Engaged Listening in Action The Concept: Inspired by Thich Nhat Hanh’s engaged Buddhism, applied to listening Types of Listening: Understanding and practicing seven styles for fluid communication The Power of Presence: Techniques like eye contact, pace adjustment, and active empathy [18:40 - 26:07] Listening to Persuade Persuasion vs. Manipulation: Using listening ethically to guide and inspire Stories of Contrast: Lessons from Matt’s manipulative father vs. empathetic mother Leadership Implications: Making team members feel heard fosters loyalty and productivity [26:08 - 34:54] Addressing Loneliness through Listening Loneliness Epidemic: Especially among men, due to societal expectations Social Media’s Void: The lack of authentic engagement online Solutions Through Listening: Building deeper relationships by practicing vulnerability and presence Key Quotes: “Listening well is directly tied to the level of self-awareness you have.” – Jerome Myers “Stop listening to respond and learn how to listen to listen.” – Matt Halloran Connect with Matt! Website: https://proudmouth.com/ LinkedIn: https://www.linkedin.com/in/matthalloranpm/ Book ( Shut the F ** Up and Listen): https://a.co/d/7H0M452 LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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The Post Exit Assessment - Jerome Myers 37:55

28 weeks پیش37:55

37:55

What defines you when the roles you've played are stripped away? Join guest host Matt Halloran and co-host Jerome Myers on a compelling exploration into the power of self-knowledge during life's transitional phases. This episode unveils a groundbreaking personality assessment tool for those moving beyond their business careers. Listeners will gain unique insights as Jerome and Matt compare this new tool to conventional assessments like Myers-Briggs, emphasizing its tailored approach for individuals facing major life changes. The discussion also touches on understanding your enduring traits and how they can anchor your post-exit identity. Tune in to uncover strategies for self-actualization and legacy building, ensuring you're not just surviving your next phase but thriving with purpose and clarity. [00:00 - 07:22] Self-Reflection and Personality Assessments Importance of self-reflection in personal and professional growth Introduction to a new personality assessment tool designed for individuals post-business exit Comparison of this tool with traditional assessments like Myers-Briggs [07:23 - 15:35] Developing and Utilizing the Personality Tool Insights into the development process of the personality tool Explanation of the six archetypes within the tool: Neo, Morpheus, Trinity, Oracle, Architect, and Agent Smith Real-life applications of the tool in understanding post-exit challenges [15:36 - 24:22] Archetypes and Their Impact on Post-Exit Life Deep dive into the six archetypes and their relevance to users How these archetypes help predict and align with post-exit realities Stories and examples illustrate the practical use of these archetypes in real-world scenarios. [24:23 - 32:01] Feedback and Adjustments to the Tool Feedback from initial users and subsequent adjustments to the tool Discussion on the absence of negative traits in the assessment will focus on strengths The tool’s role is to aid users in navigating their new identities and futures [32:02 - 37:07] Closing Thoughts and Call to Action Encouragement to embrace the assessment for personal clarity and preparation for the future It is important to understand one's deeper self through the evaluation Final thoughts on the potential impact of the tool on listeners' lives and futures Key Quotes: "The most successful people in the world, not just in business but in life, spend a substantial amount of that life in self-reflection, understanding who they are and what makes them tick." - Matt Halloran "Even though you are exiting your business, the anchors of your personality aren't going to go away." - Jerome Myers Connect with Matt! Website: https://proudmouth.com/ LinkedIn: https://www.linkedin.com/in/matthalloranpm/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

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