Mastering Your Exit Strategy

Here are the things to expect in this episode:What are the intangible assets in your business?Human capital and the vitality curveThe 3 Staff Categories How does human capital build value?And much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ If you are curious about what you can do with your business, schedule a call with me here: Let's talk! - Christine TrumbullIf you're looking for a quick way to fast-track your business success, you can book a single paid session with me. No sales pitch, just my focused help on whatever issue is most pressing. You can book that here: Single Session Coaching with Christine - Christine Trumbull

Here are the things to expect in this episode:The value of having choices as a business ownerWhy you need guides in businessWhat is an intangible asset?The 4 intangible assets you won’t find on a balance sheetAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ If you are curious about what you can do with your business, schedule a call with me here: Let's talk! - Christine TrumbullIf you're looking for a quick way to fast-track your business success, you can book a single paid session with me. No sales pitch, just my focused help on whatever issue is most pressing. You can book that here: Single Session Coaching with Christine - Christine Trumbull

Here are the things to expect in this episode:What are the three barriers to the successful growth of your business?Why does growing a business become so complicated?What you need to do to overcome your success barriersAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ If you are curious about what you can do with your business, schedule a call with me here: Let's talk! - Christine TrumbullIf you're looking for a quick way to fast-track your business success, you can book a single paid session with me. No sales pitch, just my focused help on whatever issue is most pressing. You can book that here: Single Session Coaching with Christine - Christine Trumbull

In this replay, Scott breaks down the 3 pillars of The Value Acceleration Method - Discover, Prepare, and Decide. He also shares how each would help you align your personal and business goals. If you plan to have a better life beyond your business exit, this one's for you. About our Guest:Scott Snider is a nationally recognized industry leader, and growth specialist. He serves as President of the Exit Planning Institute (EPI), and Operating Partner of Snider Premier Growth.  In 2018, Snider released his first book, Fishing for Value: A Short Story of Succession Planning, Business Growth, and Exit, available on Amazon. Connect with Scott:LinkedIn: https://www.linkedin.com/in/scott-snider-epi/ Twitter: https://twitter.com/EpiSniderInstagram: https://www.instagram.com/scottsniderepi/Exit Planning Institute:LinkedIn: https://www.linkedin.com/company/exit-planning-institute/Facebook: https://www.facebook.com/exitplanninginstitute                                                              Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ If you are curious about what you can do with your business, schedule a call with me here: Let's talk! - Christine TrumbullIf you're looking for a quick way to fast-track your business success, you can book a single paid session with me. No sales pitch, just my focused help on whatever issue is most pressing. You can book that here: Single Session Coaching with Christine - Christine Trumbull

Here are the things to expect in this episode:Why business owners struggle to let go of their businessUnderstanding the ecosystem of business ownersHow can business owners discover their blind spots?How the Ecosystem of Excellence can help business ownersAnd much more! About Dr. Stacy Feiner:Dr. Stacy Feiner is a nationally recognized innovative psychologist known for leveling up the output of elite performers and the complex systems they lead. Stacy has a pro-growth, pro-health coaching process that ensures you achieve excellence in all aspects of your life.Stacy knew when she was eight years old that she wanted to improve the human condition. Curious about people’s lives and their cultures, Stacy has lived in seven US cities, traveled through nine countries, and worked in Asia for two years. Stacy has been faithful to this pursuit.Stacy is a trained doctor of psychology with expert capabilities for helping people grow emotionally and shape their best lives.Dr. Feiner designed a method for coaching owners of complex systems that solves emotionally-charged situations while simultaneously advancing business objectives. Her holistic approach blends the emotional dynamics and the operational mechanics to put leaders in control of the world. Her deliverable promises that all aspects of your life will be high performing. Connect with Dr. Feiner!Website: www.stacyfeiner.comLinkedIn: https://www.linkedin.com/in/stacyfeiner/Instagram: https://www.instagram.com/dr.stacyfeiner/ Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ If you are curious about what you can do with your business, schedule a call with me here: Let's talk! - Christine TrumbullIf you're looking for a quick way to fast-track your business success, you can book a single paid session with me. No sales pitch, just my focused help on whatever issue is most pressing. You can book that here: Single Session Coaching with Christine - Christine Trumbull

Here are the things to expect in this episode:Assessing your business obstacles & accomplishmentsWhy you can’t accomplish all of your goals in one yearThree revenue goals to set for your businessCreating a management teamAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ If you are curious about what you can do with your business, schedule a call with me here: Let's talk! - Christine TrumbullIf you're looking for a quick way to fast-track your business success, you can book a single paid session with me. No sales pitch, just my focused help on whatever issue is most pressing. You can book that here: Single Session Coaching with Christine - Christine Trumbull

Here are the things to expect in this episode:Difference between family business and business familyThreading the needle between family loyalty and performanceSeparating business decisions and family decisionsHow to create a more equitable workplace with minimal favoritismAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk

Here are the things to expect in this episode:Fear of the UnknownKnowing What You Actually WantHaving an Identity Beyond Your CompanyCreating a Life Outside Your BusinessAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk

Here are the things to expect in this episode:Christine’s journey to the Everest Base CampHow trekking on a rocky terrain taught Christine a valuable business lessonAre you losing sight of what’s happening in your business?The importance of looking at the bigger pictureAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk

Here are the things to expect in this episode:What’s the difference between a digital and physical goods subscription business?Biggest mistakes that companies make when launching subscription programsDo you need to build out a community around your subscription program?Reasons why customers stay with subscriptionsAnd much more! About Matthew Holman:Matthew Holman is the Head of Growth at QPilot, a subscription management platform for eCommerce businesses, and the Founder of Sharehouse, an eCommerce community. Connect with Matthew!LinkedIn: https://www.linkedin.com/in/holman-matthew/Twitter: https://twitter.com/subscriptiondocYoutube: https://www.youtube.com/channel/UC4bPOQPNvVYYwv_-ywHyzpQGet a weekly dose of subscription tips here: https://content.autoship.cloud/subscription-prescription-registration Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk

Here are the things to expect in this episode:The smartest thing a business owner can do before selling their businessA strategy for saving tax dollars during a saleWhat is a Texas Shoot-out clause?Selling a business at the wrong value - or buyer!And much more! About Sandra Finch::Sandra Finch is the owner of Finch CPA Firm and Finch Exit Strategies in Houston, Texas. She has over 35 years of experience in tax strategies and, most recently, tax-leveraged sales and deal strategies. She is also the author of 50 Ways to Leave Your Business.  Connect with Sandra!Websites: https://www.finchcpafirm.com/ | https://www.finchstrategies.com/LinkedIn: https://www.linkedin.com/company/finch-cpa-firm/50 Ways to Leave Your Business: https://www.amazon.com/Ways-Leave-Your-Business-There/dp/0578958112 Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk

Here are the things to expect in this episode:Why do business owners need a financial plan?What is a financial plan? What does it entail? The importance of a valuationWhy you should hire an outsourced CFOAnd much more! About Kaitlyn Carlson:Kaitlyn is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States.Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in both the southern and northeastern regions of the U.S. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments.Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®). Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life.Kaitlyn lives in Marblehead, MA, with her husband, Jake, their son, Russell, and affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston. Connect with Kaitlyn!Website: https://theoryplanning.com/LinkedIn: https://www.linkedin.com/in/kaitlyncarlson1/Instagram: https://www.instagram.com/theoryplanningpartners/ Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk

Here are the things to expect in this episode:What role do communications and public relations play in transition planning?Six steps in making a communications plan for your businessOther communication elements to consider in your exit strategyWhat does a communications strategy look like?And much more! About  Darrell Pressley:Darrell S. Pressley is an award-winning communicator with more than 30 years of experience as a journalist, public relations executive, and spokesperson. He is the Principal of Pressley Media Group, LLC, a full-service public relations firm in the Baltimore area. PMG helps companies strengthen relationships with clients, elevate their brands, and prepare for a crisis through media relations, international and external communication strategies, and crisis communications. Connect with Darrell!Website: https://pressleymediagroup.com/Facebook: https://www.facebook.com/pressleymediaLinkedIn: https://www.linkedin.com/in/darrell-s-pressley-994992220/Essential Communications for Leaders: https://pressleymediagroup.com/executive Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk

Here are the things to expect in this episode:What to do when family members don’t agree with your transfer decisions?How to get your money's worth from a family business transferWhy estate planning is an integral part of your exit processAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk

Here are the things to expect in this episode:Different scenarios that occur when transferring business to a family memberWhat are the challenges to consider with a family business transfer?The key to making a family business transfer workAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk

Here are the things to expect in this episode:How to handle asset distribution to family membersWhat’s the difference between fairness and equity?The tale of Bob the BuilderAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk

Here are the things to expect in this episode:What is a family transfer?Benefits of transferring your business to a family memberPossible challenges when choosing family business transferAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk

Here are the things to expect in this episode:Differences in valuing an eCommerce and traditional businessKey factors that can increase or decrease a business's valuationHow to make an eCommerce business attractive for sale?And much more! About Nicholas Brown:Nicholas is the Head of M&A at Dragonflip. He has worked in mergers and acquisitions since 2015 and holds the certified business intermediary designation from the IBBA. He has a Master’s in Business Administration from the University of Florida and a Master’s in Public Administration from the University of Southern California. Connect with Nicholas!Website: https://dragonflip.com/en/LinkedIn: https://www.linkedin.com/company/19075370/ Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/

Here are the things to expect in this episode:What is a Cockroach portfolio?Why you should have both offensive and defensive assets What are the drawbacks of 60/40 portfolios?Mindset shifts needed for business owners who sell their companyAnd much more!About Jason Buck:Jason Buck is an entrepreneur and trader specializing in volatility, options hedging, and portfolio construction. After living through 2008 as a commercial real estate developer, Jason became focused on how investors could better manage their risk. He spent the following decade consulting on portfolio construction and building bespoke long volatility strategies for family offices and high-net-worth individuals.This experience in cross-asset class trading spotlighted the need to create diversified long volatility and tail risk fund designed to hedge the risks associated with economic downturns. In addition to his role as the CIO of Mutiny Fund, Jason is regularly sought after and recognized for his work as a public speaker and media personality in the finance space. He is a frequent contributor to several outlets including Real Vision, Top Traders Unplugged, and Blockworks, where viewers tune in weekly for his popular live YouTube show "Pirates of Finance." Jason has been featured in Business Insider and ETF Trends as well as several podcasts including Resolve Riffs, The Meb Faber Show, The Business Brew, Dr. Dark After Dark, The Derivative, The Acquirers Podcast, and Value After Hours and is the co-host of The Mutiny Investing Podcast. A former D1 soccer player and IMG academy graduate, Jason currently resides in Napa Valley, California. -Connect with Jason!Website: https://mutinyfund.com/Twitter: https://twitter.com/jasonmutinyConnect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/

Here are the things to expect in this episode:Exploring private equity and its potential role in your exit strategyThe importance of finding the right private equity partnerWhy ensuring business alignment is crucial to your exit strategyAnd much more!About Kelley Powell:Kelley Powell is the best-selling author of "Courage To Lose Sight of Shore: How to Partner with Private Equity to Grow Your Business with Confidence". As an Investor, Board Member, and CEO of MacLaurin Group, a global advisory firm supporting private equity-backed companies in growth and M&A, Kelley has extensive experience in leading investment-backed companies. Kelley is an authentic and inspiring leader who creates high-performance cultures and drives transformative growth. She strongly believes team and company success is directly tied to building deep, long-lasting trusted relationships and client success.-Connect with Kelley!Website: https://kelleywpowell.com/LinkedIn: https://www.linkedin.com/in/kelleywpowell/Email: kelley@kelleywpowell.comMy first Forbes full feature article:https://www.forbes.com/sites/forbesbusinesscouncil/2022/09/02/three-ways-to-be-more-authentic-in-business/?sh=4a9d6a834f4bLink to my book “Courage to Lose Sight of Shore: How to Partner with Private Equity to Grow Your Business with Confidence”: https://geni.us/couragetolosesight“Scaling Up with Verne Harnish” Event link: https://www.eventbrite.com/e/scaling-up-with-verne-harnish-tickets-266291283397Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/