Skip to content


Value Sprint: Why Size and Timing Matters

In this short video, I elaborate on why the size of your cash flows and the timing of your exit matter in you want to maximize your sales price.

Podcast: Maximizing Enterprise Value

Interested in learning how you can maximize the Enterprise value of your business? Check out my session with Jason Pereira and subscribe to his podcast.

Case Study: Dunder Mifflin Inc.: An Exit Planning Dilemma

A case study that explores various aspects of exit planning including valuation, value acceleration, insurance, tax planning, and estate planning. Approximately 65 mins.

Deep Dive: An Intro to Value Drivers

In this video, we take a deep dive into what value drivers are and why they are important for you as an business owner to start taking control of them to maximize the value of your business upon exit.

Value Sprint: Enterprise Value vs Equity Value

In this video, we briefly discuss the differences between Enterprise Value, Equity Value, and net proceeds after disposition. Then, we discuss why managing for each is equally important but requires different steps.

Deep Dive Into the State of the M&A Market

In this video, we take a deep dive into the state of the M&A market and what it means for a Middle market business owner potentially considering transitioning from their business.

A Holistic Approach to Exit Planning

Exit planning should be performed in a holistic manner that considers an owner’s financial readiness, business readiness, and personal readiness to exit. This video outlines the key components of a holistic exit along with explaining the importance of a diverse advisory team.