The Exit Plan Podcast

Tommy Vincent is a dynamic entrepreneur with a rich background in sales, technology, and mental health businesses. Passionate about finance, his latest venture, Hub Analytics, focuses on automating repetitive accounting tasks and enhancing financial management for small businesses.

By prioritizing customer feedback and maintaining a lean approach, Tommy aims to guide entrepreneurs in exit planning and achieving their financial goals. His journey from successful exits to innovative startups underscores the high-risk, high-reward nature of entrepreneurship, inspiring others with his commitment to long-term success.

Key themes included:

1. Customer-Centric Approach

2. Entrepreneurship J...

Michael Frew worked for two decades as an engineer, developer, and software architect on hundreds of consulting engagements with corporations, including Lockheed Martin’s Artificial Intelligence Labs, IBM, Microsoft, Amazon, Salesforce, and FireEye/Mandiant. He received his B.S. and MBA in Business and Economics while studying in China, Hong Kong, and The Netherlands, as well as several post-graduate information security certifications.   Following his corporate career, Michael pivoted to Acquisition Entrepreneurship, acquiring software/SaaS companies and using his boot-strapped funds to purchase multiple 6 and 7-figure businesses from brokers such as Empire Flippers, FE International, and Quiet Light Brokerage.   Currently, Michael mana...

Joining us is Dr. Mark Stiving, a passionate advocate for empowering B2B organizations to win more business at higher prices by unlocking the secrets of their buyers’ minds. As a published author, beloved professor, and sought-after speaker, Mark shares invaluable insights on how to strategically price, package, and sell products based on the value they deliver. With a wealth of experience working with organizations of all sizes, he brings practical tools and simple concepts to help businesses understand the value they bring and get paid accordingly. Get ready for a conversation with actionable strategies for achieving better pricing and pr...

Jonathan Baker heads up the M&A practice at Punctuation, a small advisory practice working exclusively with small to mid-sized independent marketing services firms. He has worked on dozens of deals both inside and outside the industry and brings a unique perspective as a fellow owner who has gone through the process himself.

He graduated from Emory University's Goizueta Business School in 2005. His career began at a small boutique marketing strategy consultancy. There, he was able to do marketing strategy and positioning work for many well-known Fortune 500 CPG companies.

In 2011, he...

Jenna Biancavilla is an award-winning entrepreneur, wealth advisor, and captivating public speaker whose life mission is to positively impact others. As the Founder and CEO of Pearl Capital Management, a holistic, fee-only fiduciary financial planning firm, she advises on over $180 Million of assets under management.

At the core of her work, Jenna is relentless in supporting, educating, and uncompromisingly helping every client align their use of capital with their personal goals and philanthropic values. Jenna also leads the Arcadia Team of Geneva Financial, a home loan company, showcasing her versatility and expertise in different facets of...

Phillip Cooper has nearly three decades of experience in investment banking, commercial banking, and corporate leadership. He has worked with clients in the industrial, manufacturing, business services, oil and gas, restaurants, communications, transportation/airline, consumer/retail, and aerospace and defense sectors.

He's seen market fluctuations impact deal volumes and business valuations and knows how to prepare owners for smooth transitions and successful sales. Through his work at Palm Tree LLC, Phillip specializes in providing sell-side M&A services, debt proposals, and consulting, emphasizing transparency and reliability at every step.

"You should run your business...

Jason Somerville is a seasoned entrepreneur and investment banking professional with nearly 20 years of experience in capital markets, M&A, strategic planning, business operations, and brand building. He is the Founding Partner of GW Partners.

"I want to let the next owner do that. And I'm happy to kind of, we'll say, leave meat on that bone effectively for that new owner to go and do that." 

Key themes included:

1. Market Understanding and Strategy

2. Importance of Mentorship

3. Benefits of Franchise Models

4. Strategic Partnerships and Jo...

Alex Prasad emphasizes the importance of enjoying conversations and forming relationships in business dealings. He believes that genuine interactions, like asking about someone's holiday or family, pave the way for deeper connections.

Through these conversations, Alex finds numerous opportunities to help people, connect them with others, and share his opinions in an organic manner. This approach not only facilitates business discussions but also nurtures lasting professional relationships.

"I stepped off the moving walkway without a plan. Didn't go well, by the way, but I took a risk, and I saved at least something, so...

Chris Kurwie, driven by a profound entrepreneurial spirit, ventured from a demanding legal career to become a prominent business owner. Drawing from his own challenging journey, Chris underscores the value of resilience and long-term thinking in business.

He is the operational head of a Sydney-based company and is passionate about helping entrepreneurs maximize the value of their businesses. Connect with Chris on LinkedIn and benefit from his insights on navigating business exits and creating enduring success.

"I hadn't appreciated that for every extra unit of complexity in the strategy you had like ten units...

Reid Tileston is an author, keynote speaker and expert in Entrepreneurial Business Ownership. With 

the release of his new book, Grit It Done, Reid shares his insights from over 15 years of successful, on-the-ground Entrepreneurial Business Ownership that led him to acquire, grow, and ultimately sell 4 different

 companies with successful exits.

His most recent acquisition resulted in a 10x return multiple of invested

capital (MOIC). Reid has exhibited sustained success from being a top performing Anytime Fitness franchisee to working with leading brands such as Harley Davidson, The Milwaukee Bucks, Joh...