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

       0:05 - Jane and Margo: Margo's Wellness Woes
       2:03 - Introduction
       3:17 - 1) Identify Where Your Business Stands Today
       4:11 - 2) Protect What You Already Have
       6:07 - 3) Build to New Heights
       7:23 - 4) Harvest the Trapped Value in Your Business
       8:54 - 5) Managing Your New Net Worth
       10:51 - Outro: Achieving Wellness Goals By Committing to 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