September 9 – Charting the Course: Successful Business Exit Planning with Krystyn and Matt Harrison
2:00 - Introduction to Matt and Krystyn 4:40 - Core Components of a Well Developed Business Plan 11:41 - Low Hanging Fruit to Increase the Value of your Business 17:09 - Potential Red Flags that Could Turn off a Buyer 21:09 - No Business Is Perfect 27:46 - How Family Dynamics Come Into Play 29:58 - Envisioning Your Life Post-Exit 35:06 - When Should You Start Exit Planning? 36:35 - Building a Turn-Key Business for a Buyer 41:01 - Best Practices for a Smooth Transition 45:01 - Closing Reflection - What Matt and Krystyn Find Most Rewarding About Their Work
Exit Horizons Website: Exit Horizon | Canada's Exit Planning Community
Krystyn’s LinkedIn
Matt’s LinkedIn
March 31 - Business Owner Succession Series (BOSS) Ep. 7, Your Destiny Awaits (Recap Episode)
1:50 - Episode 1: Exit Planning Landscape Today 2:51 - Episode 2: Mind Your Gaps 4:18 - Episode 3: Intangible Capital 6:00 - Episode 4: Attractiveness vs. Readiness 7:16 - Episode 5: Building Value Is a Process 10:01 - Episode 6: Personal and Financial Envisioning 12:02 - Outro: Thank You for Listening!
March 17 - Business Owner Succession Series (BOSS) Ep. 6, Personal and Financial Envisioning
0:21 - Jane and Margo: To Retire or Not to Retire 1:55 - Introduction 2:19 - Have Vision. Have Purpose. Have Meaning 3:35 - What is Your Personal Vision for Retirement? 4:29 - S.T.E.P Exercise - Retirement Envisioning 7:07 - Funding Your Vision - Personal Wealth Planning 9:01 - Four Categories of Comprehensive Wealth Management 11:13 - Outro: Retirement Harmony With Jane and Margo
March 3 - Business Owner Succession Series (BOSS) Ep. 5, Building Value is a Process
February 18 - Business Owner Succession Series (BOSS) Ep. 4, Business Attractiveness vs. Business Readiness
0:05 - Jane and Margo: Getting More Out of Vacation Time 1:50 - Introduction 3:04 - Having a Business That's Both Attractive AND Ready to Transition is a State of Fact, Not a State of Mind 3:39 - Business Curb Appeal - Attractiveness 4:56 - What's Under the Hood - Readiness 7:21 - Always Being Attractive and Ready Gives Peace of Mind 7:56 - Outro: Feeling more Fulfilled After Some Time Away with Jane and Margo
February 3 - Business Owner Succession Series (BOSS) Ep. 3, Intangible Capital
0:07 - Jane and Margo: Different Prices for the Same Style Home 2:11 - Introduction 2:55 - The Value of Your Talent - Human Capital 5:05 - The Strength of Your Business Relationships - Customer Capital 6:26 - The Value of Your Secret Sauce - Structural Capital 7:07 - How Strong is Your Company Culture? - Social Capital 8:12 - Key Takeaway - Transferability 9:14 - Outro: Improving Value By Improving What's In Your Control with Jane and Margo
January 20 - Business Owner Succession Series (BOSS) Ep. 2, Mind Your Gaps
0:07 - The Story: Introducing Jane and Margo 1:37 - Introduction 2:16 - How Efficient Is Your Business? The Profit Gap 4:09 - How Does The Value of Your Business Compare to Others? The Value Gap 7:15 - Funding Your Dream Life After Exit. The Wealth Gap 9:49 - Outro: Closing the Gaps with Jane and Margo
January 6 - Business Owner Succession Series (BOSS) Ep. 1, Exit Planning Landscape Today
1:20 - Are You Part of the 9%? 2:22 - Why Business Owners Put Off Exit Planning 2:56 - How Do You Stack Up Against Other Business Owners in Exit Planning? 3:48 - What is a Formal Succession Plan 4:37 - Three out of Four Business Owners Profoundly Regret Life After Their Exit 5:28 - Other Considerations for Your Exit Plan 7:25 - Four Paradigm Shifts Away from Traditional Exit Planning