Increasing Net Proceeds Begins Before The Sale

Increasing Net Proceeds Begins Before The Sale

Many business owners lose the opportunity to maximize net proceeds from the sale of their business by not following this fundamental rule. On this episode of The EXIT, you will hear from Tom Theurkauf, Partner at Sun Valuation on the importance of conducting a third party valuation as the foundation of your tax planning strategy. Brett and Tom will discuss the key components of a valuation and how the valuation process increases net proceeds.

In this episode, Brett and Tom will discuss:

  1. The difference between an estate and M&A valuation
  2. The key components of a valuation
  3. When you should have a valuation conducted
  4. Stories of owners losing millions in value appreciation by not having a valuation

To learn more about the podcast, click on this link: https://www.tepodcast.com/home

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Episoder(24)

Exit Session: Discover How Scott Berger Successfully Sold His Family's Business, An HVAC Service Company to a Strategic Buyer

Exit Session: Discover How Scott Berger Successfully Sold His Family's Business, An HVAC Service Company to a Strategic Buyer

Join us for another enlightening episode of THE EXIT Podcast, where we explore the intricate process of selling a family business. Our guest, Scott Berger, President of Arista Air Conditioning, shares...

24 Feb 20251h 9min

Building Generational Wealth Through ESOPs: The Tax Benefits to Selling To An ESOP

Building Generational Wealth Through ESOPs: The Tax Benefits to Selling To An ESOP

In the latest episode of THE EXIT Podcast, titled "Building Generational Wealth Through ESOPs," the host and Certified Exit Planning Advisor, Brett Dearing, along with guest David Jasmund, Managing Di...

3 Jun 202440min

The Most Common Pitfalls to Avoid When Selling Your Business

The Most Common Pitfalls to Avoid When Selling Your Business

Join us for a special edition of THE EXIT Podcast, hosted by Brett Dearing, where he provides essential guidance to business owners on preparing for a successful business sale. In this episode, Brett ...

24 Mai 202425min

Building The Right Succession Plan For Your Business and Your Family

Building The Right Succession Plan For Your Business and Your Family

The importance of succession planning for business owners cannot be overstated. It is a vital process that guarantees the continuity, financial stability, and enduring success of a business. It prepar...

11 Mar 202447min

Are You Sabotaging The Success of Your Business?

Are You Sabotaging The Success of Your Business?

This Episode: For those business owners that sometimes find the journey of being an entrepreneur to be lonely and at times full of self doubt, this is a great episode. On this episode, we speak with M...

17 Jan 202438min

Navigating Growth: The Blueprint to Building A Successful Growth Plan

Navigating Growth: The Blueprint to Building A Successful Growth Plan

Planning For Growth in 2024! As you start off the new year, business planning is an imperative process to the overall success of your business. In November of 2023, I presented at the 2023 Business Ow...

1 Jan 202443min

The Importance Of Conducting A Quality of Earnings On Your Business Before You Sell

The Importance Of Conducting A Quality of Earnings On Your Business Before You Sell

On this episode, Brett Dearing and Corey Massella, Managing Director from UHY-Advisors, discusses the importance of conducting a Quality of Earnings on your business before you sell. The key benefits ...

6 Mar 202333min

The EXIT: CEO Founder Perspective With CEO Founder Greice Murphy

The EXIT: CEO Founder Perspective With CEO Founder Greice Murphy

On this special edition of The EXIT, hear from our guest, CEO, and Founder, Greice Murphy talk about her journey as a business owner leaving her native country of Brazil at 23 years old and starting o...

9 Nov 202147min

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