Summary:

Are you ready to prepare your business for a successful exit while securing financial freedom and a balanced lifestyle?

In this episode, Steve Burton welcomes Ed de la Rosa to discuss the substantial role a certified exit planner plays in a business's journey, even when exiting isn't immediately on the horizon. Discover how distinct strategies not only enhance a business's value but also equip you for unforeseen prospects. Get ready for insights on maximizing transferable value, embracing life beyond the business, and the crucial role of your expert team. Ed highlights the importance of not just focusing on profit but identifying and de-risking areas that can dramatically increase a business’s valuation.

Ed discusses:

• (02:52) The role of a certified exit planner

• (03:38) Value creation through de-risking and tax planning

• (05:06) Building a team for business growth and personal freedom

• (13:44) The importance of knowing your business's real value and making a regretless choice

• (18:28) Strategies for minimizing tax liabilities and boosting profitability

• And more

Resources:

• Unlock your business’s potential with our free Scale to Sell self-assessment

• Book your free discovery call with us today!

• Mission One Million by Merle Gilley and Steve Burton

Connect with Our Team:

• Website: Scale to Sell

• info@scaletosell.com

• LinkedIn: Scale to Sell

• Facebook: Scale to Sell

• YouTube: Scale to Sell

• Instagram: Scale to Sell

Connect with Adam Burton and Steve Burton:

• LinkedIn: Adam Burton

• LinkedIn: Steve Burton

Connect with Ed de la Rosa:

• Website: Solid Ground Financial

• ed@standonsolidground.com

• LinkedIn: Ed de la Rosa

About our Guest:

Ed de la Rosa founded Solid Ground Financial to help baby boomers make sure they are on a sustainable path during their retirement years. You have worked hard for your money. You know that putting your money on solid ground is critical, especially as our desire to leave a legacy grows with the passing years.

Summary:

How can enhancing employee benefits simultaneously boost business value and reduce costs?

Steve Burton sits down with Glenn Smith, Certified Exit Planning Advisor and Senior Partner of Coastal Region Benefits. Steve and Glenn talk about the untapped potential of supplemental benefits, and how they not only help attract and retain top talent but also play a crucial role in maximizing business value.

Their conversation reveals practical strategies and surprising financial benefits that many entrepreneurs may overlook, all while highlighting the importance of enhanced employee experiences in driving business success. Discover how businesses can boost employee satisfaction, retain top talent, and ultimately increase their business worth — without incurring additional costs.

Steve and Glenn discuss:

• (04:08) The impact of employee retention on business value

• (06:31) The significance of intangible assets and the impact on business valuation

• (09:01) Addressing common challenges in employee retention and the role of benefit packages

• (12:48) Strategies for redirecting existing funds to optimize benefits

• (19:40) How a comprehensive benefits audit can reveal and fill gaps in your offerings

• And more

Tune in and explore the tangible advantages of employee benefits in shaping your business future. Remember, knowing the value is crucial for those looking to scale and eventually sell their business. Keep scaling!

Resources:

• Unlock your business’s potential with our free Scale to Sell self-assessment

• Book your free discovery call with us today!

• Mission One Million by Merle Gilley and Steve Burton

Connect with Our Team:

• Website: Scale to Sell

• info@scaletosell.com

• LinkedIn: Scale to Sell

• Facebook: Scale to Sell

• YouTube: Scale to Sell

• Instagram: Scale to Sell

Connect with Adam Burton and Steve Burton:

• LinkedIn: Adam Burton

• LinkedIn: Steve Burton

Connect with Glenn Smith:

• Website: Coastal Region Benefits

• LinkedIn: Glenn Smith

• Glenn@coastalregionbenefits.com

About our Guest:

Glenn Smith is an experienced Enhanced Benefits Specialist with a demonstrated history of working in the insurance and benefits industry. He is skilled in Employee Benefits, Sales, Cafeteria Plans, Flexible Spending Accounts, Term Life Insurance, and Whole Life Insurance. Glenn is a strong sales professional with over 20 years of experience.

Summary:

Why do so many businesses fail to sell?

In this episode, Adam and Steve Burton unpack the surprising reasons behind why most businesses don't successfully sell. They dive into the emotional and financial traps that keep entrepreneurs from securing the sale they envision. Adam and Steve emphasize the importance of understanding market value, preparing for personal changes, ensuring business transferability, and the need for a robust support network. Tune in as they demystify business value and provide clear guidance on ensuring a profitable exit strategy.

Adam and Steve discuss:

• (01:30) Unrealistic expectations around business valuation

• (05:15) Emotional readiness for exit and its importance

• (08:39) Transferability and the role of systems

• (18:16) The significance of intangible assets in value creation

• (24:24) The critical role of a well-rounded expert team

• And more

Resources:

• Unlock your business’s potential with our free Scale to Sell self-assessment

• Book your free discovery call with us today!

Connect with Our Team:

• Website: Scale to Sell

• info@scaletosell.com

• LinkedIn: Scale to Sell

• Facebook: Scale to Sell

• YouTube: Scale to Sell

• Instagram: Scale to Sell

Connect with Adam Burton and Steve Burton:

• LinkedIn: Adam Burton

• LinkedIn: Steve Burton