Episodes

Sarah Holtrup is a CPA and a Certified Tax Coach.  She helps her clients in two ways - through tax planning and tax resolution. In tax resolution, she helps her clients fix their tax debt problems and get compliant so they can stop worrying about...

Frequently Asked Question Episode: Each week I answer three questions about business value or selling companies that come in from the website or social media. This is a little bit shorter of an episode, but hopefully, it will be helpful in your...

Today's podcast is a little bit different. Ed visited with one of his valuation heroes Chris Mercer, of Mercer capital. When people talk about thought leaders - these days they throw that around as if everyone is a thought leader. Well, Chris really...

This is a replay of the webinar I did 2020-03-27:  A Discussion With The SBA and Indiana Small Business Development Center. During this Q&A style webinar, J. Eric Armacost, Lead Lender Relations Specialist / District International Trade...

Today’s podcast is a special episode. We have one of the premier bankers of the country, John Randall of Live Oak Bank, to talk about how to help business owners survive this COVID-19 mess that we’re all in the middle of. He talked about the...

In this episode, Ed had an opportunity with KC Chohan. KC is with Together CFO - a virtual CFO service. Business advisors, like Ed, run into a lot of financial statements where the financial conditions are abysmal. And when they aren’t able to track...

This week, Ed had the opportunity to visit with Joe Dillon. Joe is an entrepreneur and a deal-maker. He has facilitated a number of transactions and most recently, he’s been doing several jump parks. It is interesting to sit down and listen to what...

Could you sell your business in 2020? The answer is yes, but you have to understand the sale process and what it means to actually go to the market. In this episode, I took it from a webinar that I did. This is always one of the most interactive...

On this week's FAQ Friday Ed answers the following questions: Where can I sell my business? Where to sell a business fast? Where to sell a business for free? And as a bonus, Ed discusses the newly released Market Pulse survey results from the...

This week we’ll talk about DealStats. The 1st Quarter 2020 review just came out. For those of you who don't know about DealStats, this is the market data that most appraisers use for the smaller companies - those with under $50M revenue. And it’s...

Questions submitted this week: How do I value my business? How do I know if I have a customer concentration issue? Which is more valuable - an independent business or franchise? ************ For past guests, please visit Sign up for the Legacy...

Ed had the opportunity to visit with Bob Paden of The Growth Coach. Bob is one of those guys who Ed just constantly bumps into his clients, and the peripheral advisors have nothing but good things to say about Bob. Bob had been a solo practitioner and...

On this episode, the following questions from listeners were answered: How to know if your business is salable Where does the market data come from Are you a target for a strategic acquisition Bonus: A listener asks if they should buy a business...

Perry Marshall is the author of the book called 80/20 Sales and Marketing. In this book, Perry helps you understand that the 80/20 rule is fractal, meaning it’s a repeating pattern where the smallest parts resemble the whole. So, inside every 20...

This week Ed has the opportunity to visit with his friend Todd Muffley. What prompted this conversation was that Ed saw an article Todd posted on LinkedIn titled Be Still. The tone of this article he has written was that the sale was not necessarily...

Every quarter Business Valuation Resources releases it Value Index which outline the changes in market multiples. In this episode Ed talks with Adam Munson and Kenny Woo about the work BVR is doing and what they are seeing in the aggregate value of...

On today’s show, Ed is delighted to visit with Rod Burkert. Rod is Ed’s long-time friend. They have known each other for at least 20 years. Rod has been in the valuation community for so long, and everyone coming up through the valuation ranks...

Easily one of my favorite episodes. Wendy Dickinson is the founder of Ascend To Sell LLC.  She coaches small business owners in navigating the psychology of the M&A process.  Raised with small business in her blood, Wendy is from a...

This week we talk to Mike Michalowicz about using the Profit First techniques to increase business value. Mike launched and sold two multi-million dollar companies and is co-founder of Profit First Professionals, a membership organization of...

I had the good fortune of interviewing John from both a practitioner and as a client. John is a coach with so much horsepower. I have pretty high expectations and apparently John does too for himself. John was recently selected as the recipient of...

In this week’s episode, Ed had the opportunity to interview his long term referral partner, Josh Brown. Josh is, in the world of franchising, a pool of knowledge. If you are a franchisee or franchisor or planning to become one, you will definitely...

In this week’s episode, Ed chats with Dan Lacy, the Prophet of Profit,  about the importance of investing in people, identifying the endgame, planning the exit, and everything about maximizing business value. A lot of ground was covered in a...

On today’s show, Ed talks with Greg Stanley, owner of Accelerant Consultants, on the sub-segments of revenue. Ed and Greg uncover tips to increase business value by sharing common value gaps, evaluation perspectives, thoughts on sales and marketing...

On today’s show, Ed connects with finance experts Andy and Mark to dig into all things ESOP. Many business owners want to offer stock options to their employees but don't really understand the implications or process. Andy Manchir and Mark Flinchum...