Claim OwnershipThe Business Owner Challenge
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This is The Business Owner Challenge with Brady Marlow of EXECSO.
As a business owner you have unique financial challenges, especially when it comes to transitioning your company either internally or externally.
In this podcast we address income planning for complex situations, leadership and ownership transitions, succession planning, exit strategies, generational wealth and more.
And now, with a combined three decades of experience as both business owners and financial planners, here are your hosts, Certified Exit Planner Brady Marlow and Accredited Estate Planner Rob Wellendorf to help you navigate those challenging financial and emotional decisions!
As a business owner you have unique financial challenges, especially when it comes to transitioning your company either internally or externally.
In this podcast we address income planning for complex situations, leadership and ownership transitions, succession planning, exit strategies, generational wealth and more.
And now, with a combined three decades of experience as both business owners and financial planners, here are your hosts, Certified Exit Planner Brady Marlow and Accredited Estate Planner Rob Wellendorf to help you navigate those challenging financial and emotional decisions!
12 Episodes
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How we bring your advisory team together, so that you can make seminal decisions, in a confident and efficient manner.
Jeff Shannon, Co-founder of Bravium Human Development helps us re-imagine our strategy process in a way that is fun, facilitates vulnerable and productive communication, and activates buy-in from your leaders and staff. Don't miss this episode!
Check out Bravium at https://www.braviumhd.com/
Today we tackle shareholder agreements and how to plan for the unknown, including divorce, partner dispute, valuation strategies, and more!
Welcome Real Estate and Mergers & Acquisitions Attorney Andy Simpson to the show! Andy provides some pitfalls to be avoided when considering the transfer of your business, and when and how your attorney can best help throughout the process. Find Andy at https://goosmannlaw.com/attorneys/andrew-w-simpson/
In this episode Brady gives some action steps to create value in your business. There is also a bonus Elvis song recommendation!
Today we talk about how to exit from the business...selling, getting paid and having a plan. We talk about helping to find suitors for your business and more. Should you engage a business broker to sell your business? There are many questions and strategies that need to be looked at before selling your business and we talk about how to go about that and the pitfalls to avoid.
We welcome our resident all things sales guru Jill Slupe, founder and CEO of Verde Martin https://www.verdemartin.com/. She discusses what she has learned from business owners as they approach the exit of their business and how she has helped increase the value, has shown them how to get paid, and the importance of documenting your sales processes both from the perspective of the sale and the buy!
As a business owner, that day may come when you want to move on or retire. There may be those that are interested in buying your business. There are a number of ways to handle it and a lot of mistakes that can be made. We can help and in this show we talk about what can happen and what needs to happen.
In this episode we look at a case-study of helping a family business owner transition out of business into retirement. Looking at retirement and succession plans.
There are many questions and details that need to be asked and dealt with in order to transition out of your business as an owner. In this episode we give specific examples and talk some more about how to prepare for this transition, dealing with the emotions and the financial responsibility.
In this episode we go over the questions you need to be asking and some strategic exercises to help determine how important your business legacy and your family legacy is to you and how that can affect the decisions you make regarding your business and what you do with it.
In this episode we talk about how we can help you as a business owner transition from running your business into retirement and creating a succession plan.
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