https://www.BusinessBuyerAdvantage.com 
https://www.HowToSellMyOwnBusiness.com 
Learn more at https://www.DavidCBarnett.com 
Related article...

How can you exit a business without using a broker?
Well, actually, there are a whole list of ways to do it.
Keep in mind though, that ‘exit’ doesn’t always mean ‘sell.’
Watch and learn more here: https://youtu.be/33XaNDt7qVc 
Learn all the ways I can help you exit a business at https://www.HowToSellMyOwnBusiness.com 
Learn how to buy an already-successful and profitable business even in the covid-recession of 2020 https://www.BusinessBuyerAdvantage.com   
Book a call with me at https://www.clarity.fm/davidbarnett  
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entrepreneurs business broker business brokers mergers and acquisitions smb

Sell a Business

How can you exit a business without using a broker?

https://www.BusinessBuyerAdvantage.com 
https://www.HowToSellMyOwnBusiness.com 
Learn more at https://www.DavidCBarnett.com 
Related article...

You don’t want to waste your time with someone who’s just fishing.
Neil wrote in to ask how he can measure if a seller is serious or not when you find a business advertised for sale.
It’s all about investment in the process and you can measure this with just a few questions.
Watch and I’ll show you how: https://youtu.be/4qoVsmKF8yo 
Learn how to buy an already-successful and profitable business even in the covid-recession of 2020 https://www.BusinessBuyerAdvantage.com   
Learn to sell your business https://www.HowToSellMyOwnBusiness.com 
Book a call with me at https://www.clarity.fm/davidbarnett  
Stop missing my new videos. Join my email list here: https://www.DavidCBarnettList.com   

business brokers merger and acquisition exit planning smb

Buy a Business

Measuring if a seller is serious.

Tensie Homan is interviewed on the Jack Anthony show about the Exit Bubble and the importance of exit planning for business owners.

Tensie Homan Interview with Jack Anthony

Tensie Homan is interviewed by Moe Ansari on MarketWrap about the Exit Bubble and the importance of exit planning.

Tensie Homan Interview with Moe Ansari 10-23-14

Tensie Homan discusses the importance of exit planning in the upcoming Exit Bubble with Michael Cohen - Capital City Recap on 1320WILS.

Tensie Homan Interview with Michael Cohen 9-25-14

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – reconnects with Callan Family Office, speaking with Lisa Clifford and Jeff Getty, Co-Managing Directors of the company’s Business & Transaction Advisory Practice. Following Callan Family Office’s first podcast appearance, which introduced the company’s unique approach to investment management and philanthropy, this episode explores the intricacies of Lisa and Jeff’s specialized practice and the strategies they use to guide business owners through pivotal transitions. 

Listen in as Lisa and Jeff share their journey to Callan Family Office, explaining why they transitioned their practice and how it has flourished since. They discuss their focus on guiding business owners through various stages of the company lifecycle with tailored planning to achieve optimal tax outcomes during pre-sale, sale, and post-sale phases. Their "Tax Trilogy" framework addresses income, state, and transfer tax considerations while leveraging strategies like NIMCRUTs, CLATs, and INGs.  

Beyond technical strategies, Lisa and Jeff highlight the "soft side" of their practice, emphasizing the value of building strong client relationships and meeting them where they are in their journey. As the episode concludes, they offer practical advice on when business owners should engage advisors like themselves to ensure a successful exit strategy.

Episode 45 – Business Lifecycle Strategies and Tax Insights with Lisa Clifford and Jeff Getty

***New Video Alert!
Tim is making an offer on a business and needs the seller to stick around for a year of training.
Where does the money come from for his salary?
Tim needs a salary too.
Cash flow conundrum. 
I’ll tell you your options and how you need to think about this scenario.
Check it out right here: https://youtu.be/rVi484Syae4 
Cheers

See you over on YouTube
David C Barnett

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- David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com
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- Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com
- Get help selling your business, https://www.HowToSellMyOwnBusiness.com
- Get better organized in your business, https://www.EasySmallBizSystems.com
- Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com
- Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com
-Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com

Small Business Exit Price Trap

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – is joined by Ed Barone, Business Wealth Advisor at Evergreen Exits (EGexits.com), a specialized division of Evergreen Wealth Solutions. With deep expertise in business transitions and a strong fiduciary focus, Ed’s team is dedicated to helping business owners plan successful exits aligned with their financial and legacy goals.

Together, David and Ed dive into the fundamentals of exit planning – what it is, why it matters, and how it can proactively solve challenges before going to market. From unexpected exits to failed transactions, Ed outlines why early planning is critical, especially since, for many business owners, their business is their wealth. They also explore Ed’s perspective on current market volatility and proposed tariff policies, how those factors are influencing the M&A landscape, and the guidance he’s offering clients as they navigate exit strategies. In uncertain times, Ed stresses the importance of distinguishing between noise and true impact, staying diversified, and staying the course with long-term investment and trust planning goals. 

As they conclude, Ed walks listeners through five core exit strategies and the process of choosing the right path forward. It begins with understanding the business owner’s personal, legacy, and employee goals, and then evaluating financial readiness and tax implications to guide decision-making. He also emphasizes the importance of assembling a collaborative team of both planning and transaction advisors to ensure a holistic approach and a smooth, successful transition.

Episode 48 – Building a Better Exit: Strategic Planning for Business Owners with Ed Barone

There are a lot of misconceptions about what it takes to prepare a business for a successful exit. Many people hold beliefs about planning, valuations, and business brokers that will hold them back from achieving their goal of selling their business. In this episode, we discuss beliefs vs. reality in exit planning. 

For more M&A resources, visit www.stonecapitalconsulting.com

Exit Planning - Beliefs Vs. Reality

Chris and Zach discuss the impact of Covid-19 on the valuation industry. Now more than ever, it is crucial for business owners who are approaching an exit to engage with a valuation expert who is a CFA Charter Holder. There are so many purveyors of "valuations" out there, but many of these folks who claim to provide this service do not use possess the knowledge or skills necessary to deliver a reliable valuation. Seller beware. 

For more information and resources, visit www.stonecapitalconsulting.com/valuations

Business Valuations In A Covid - 19 World

I discuss buying, selling, financing and managing small and medium sized businesses either alone or with guests.  
I've started, bought, sold and closed businesses. 
Author of three best-selling business books; 'Invest Local: a guide to superior investment returns in your own community,' 'Franchise Warnings: What you really need to know before you buy' and 'How To Sell My Own Business: A guide to selling your own business without paying a broker's commission.' all available as well as 5 other books on Amazon or from www.DavidCBarnett.com

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