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The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a ...
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Business Exit Success

Tom Poltersdorf Jr.

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A podcast dedicated to helping business owners: Maximize Business Value - Optimize Personal Finances - Reach Financial Independence If you are a small business owner looking to exit your business within the next 5 years, this podcast is designed to help you understand the logistical details and necessary preparation steps to plan well for your transition. Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Tom Poltersdorf Jr. and each week I'll be answering your top questions and help you successful ...
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“Business Owners Legal Issues: From Growth to Exit” helps Florida entrepreneurs navigate the complex legal challenges of building and scaling successful companies. Each episode features practical insights and real-world examples from Kevin Brick of BRIC Business Law—an Inc. 5000 firm—covering litigation, transactions, employment law, and risk mitigation strategies that drive confident business growth.
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The How of Business - how to start, run, grow and exit a small business - is a weekly show for aspiring Entrepreneurs and existing Small Business Owners. If you are looking for actionable advice, tips and techniques on how to start (including launching or buying your first small business), run, grow, and exit your small business, this is the podcast for you! In each episode we either discuss a business topic, or interview an existing small business owner or business service provider. The How ...
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At Vantage our passion is to celebrate one of the most overlooked jobs in the world, that of a business owner. If you are one and are just starting to entertain selling, listen to the Vantage podcast, "SELL-EBRATE! Successfully Exit Your Business". We give tips on selling your business and interview business owners about the challenges & successes they had selling. If you have a story and would like to be a guest visit us at TheVantageBrokers.com
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If you’re a high-achieving woman trapped in a six-figure corporate job but know you’re made for more, Rock Your Reinvention is your podcast! It's your go-to resource for exiting the grind and creating a purpose-driven life through entrepreneurship. Join Karin Freeland, Corporate Exit Strategist, Certified Life Coach, Speaker, and Award-Winning Author, as she shares proven strategies and mindset shifts to help you successfully pivot from a corporate career to entrepreneurship. In Rock Your Re ...
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Before medical school you want to help people feel better. Once you start training and get into your practice,whether it is private, hospital-based, institutional, academic or corporate, you discover the distress of toxic work habits, stressed health professionals and bureaucracy. You are in danger of becoming a faceless white coat that doesn't have a clue how to feel good! This show meets doctors and allied health professionals where they are, from medical school, residency, fellowship, pra ...
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You want to leave corporate, but in this economy, is that a wise move? Today, I’m getting real about what today’s economic climate means for women planning to exit their six-figure corporate careers. No sugarcoating, no false promises, just the truth about how to make smart, confident decisions as you prepare your exit. I’m sharing how I’ve updated…
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Most business owners focus on top-line sales — but buyers care about predictability. In this episode of Business & Exit Planning Simplified, Joe Curry breaks down why recurring revenue is one of the eight key drivers of a valuable business and how even service-based companies can create stable, dependable income streams that boost both business val…
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How to use the Eisenhower Matrix to cut through chaos, focus on what truly matters, and make faster, smarter decisions as a small business owner. Show Notes Page: https://www.thehowofbusiness.com/587-eisenhower-matrix-prioritization/ Feeling overwhelmed by your never-ending to-do list? In this episode, Henry Lopez explains how to use the Eisenhower…
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Episode Summary: In this informative episode, Kevin Brick breaks down the legal risks that can derail business sales and damage an owner’s legacy. He discusses the most common types of lawsuits that arise before or after a sale—from employment disputes to partner conflicts—and explains how these can impact deal value, delay closings, or lead to pos…
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Layoffs. The word alone can stir up fear, frustration, or even relief. But what if your layoff wasn’t a setback… but a setup for something better? 💡 In this episode, I’m sharing how my 2020 layoff became one of the biggest blessings of my life, and how it could be the same for you. If you’ve ever wondered what’s next after losing your six-figure jo…
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Motivating hourly employees starts with a mindset shift. To do it well, it requires rethinking how we lead, communicate, and create purpose for hourly workers. Show Notes Page: https://www.thehowofbusiness.com/r393-rethinking-hourly-worker-motivation/ Host Henry Lopez and his original co-host and business partner David Begin explore what it really …
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Have you ever reached the top of your career and thought, “Is this really it?” You’re not alone. We’re joined by former HR executive turned entrepreneur, Brittany Martin, Founder of BeKindWorks. She shares the pivotal moment she realized success in corporate wasn’t enough, how she got herself laid off, and the steps she took to design a business th…
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In this episode of Business & Exit Planning Simplified, Joe Curry breaks down the “valuation teeter-totter” — a simple but powerful concept showing how your business’s cash requirements directly impact its value. Learn three practical strategies to free up working capital, improve cash flow, and make your company more attractive to buyers when plan…
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Toy designer and educator Cas Holman explores how embracing play can unlock creativity, reduce stress, and help small business owners reframe failure as part of growth. Show Notes Page: https://www.thehowofbusiness.com/586-cas-holman-play-in-business/ Cas Holman, renowned toy designer, educator, and author of Playful: How Play Shifts Our Thinking, …
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If you’ve ever wished you could hit pause on the noise of work, family, and endless to-do lists, a silent retreat might be just what you need. I’m sharing my experience attending a 3-day silent retreat and how stepping away from the constant chatter helped me find peace, perspective, and a renewed sense of purpose. In this episode, you’ll learn: ✅ …
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“Business Owners Legal Issues: From Growth to Exit” helps Florida entrepreneurs navigate the complex legal challenges of building and scaling successful companies. Each episode features practical insights and real-world examples from Kevin Brick of BRIC Business Law—an Inc. 5000 firm—covering litigation, transactions, employment law, and risk mitig…
  continue reading
 
Learn a simple, repeatable framework for crafting an effective sales pitch that connects, communicates value, and inspires action. Show Notes Page: https://www.thehowofbusiness.com/585-crafting-your-sales-pitch/ Crafting an effective sales pitch isn't about being slick or persuasive - it's about clarity, empathy, and storytelling. In this episode, …
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If you’ve ever wondered why you feel foggy, moody, or not quite like yourself lately, this episode is for you. I’m joined by Lori Aikman, Founder and Lead Nurse Practitioner at Precision Total Health, to break down the myths and realities of perimenopause. With over a decade in conventional medicine and 4+ years in functional medicine, Lori shares …
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What happens to your business if your top customer walks away, your main supplier raises prices, or your key employee quits? In this episode, Joseph Curry explains how dependency risk — relying too much on one customer, supplier, or person — can quietly destroy your business value and limit your ability to sell. You’ll learn about the Switzerland S…
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Attorney and entrepreneur Wesley Henderson shares practical legal insights every small business owner needs to protect their business and operate with confidence. Show Notes Page: https://www.thehowofbusiness.com/584-wesley-henderson-legal-tips/ Disclaimer: The information in this episode is for general educational purposes only and does not consti…
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Scaling a business isn’t about luck or working 24/7. It’s about setting the right non-negotiables that will carry you through the ups and downs of entrepreneurship. In this episode of Rock Your Reinvention, I’m breaking down the five must-haves every female entrepreneur needs to move from hustle mode to true business growth. Too many women are leav…
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What does it really take to stand out in today’s crowded marketplace? I chatted with Visibility Strategist and CEO of Creative Marketing, Tori Barker, to unpack her journey of reclaiming her business and redefining how entrepreneurs approach marketing. She shares how to elevate your brand, protect your value, and grow with confidence as a female en…
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Do buyers pay more for past profits…or future growth? In this episode, Joe explains the second driver of company value which is growth potential. Many business owners think they just need good profits to sell, but buyers want to know how much bigger the business can get after they buy it. You’ll learn why showing growth opportunities like new marke…
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Engineer-turned-entrepreneur Joshua Talbert shares his journey from defense contractor to tech startup founder and CEO of MySherpas.ai. Show Notes Page: https://www.thehowofbusiness.com/583-josh-talbert-software-startup/ In this episode, Henry Lopez interviews Joshua Talbert, co-founder and CEO of MySherpas.ai, about his entrepreneurial journey and…
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Feeling stuck in your career or life? I share why “stuck” is a choice and give you practical strategies to break free. Learn how journaling, shifting routines, managing your money, and surrounding yourself with the right people can help you create momentum and reinvent your career. Whether burnout has crept in slowly or a life event has shaken your…
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How small signs of disorder in your workplace can erode culture, safety, and customer trust, and how fixing them builds pride and small business success. Show Notes Page: https://www.thehowofbusiness.com/582-broken-windows-theory/ In this episode Henry Lopez explores the Broken Windows Theory and its direct application to small business environment…
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Thinking about leaving your high-paying corporate career but worried about what comes next? I sat down with Rebecca Muriuki, a Sovereign Wealth Strategist and creator of the Rich Woman Codes™, who helps ambitious women build wealth-backed corporate exit strategies so they can finally experience freedom and flexibility. Rebecca shares her personal s…
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Would you trust your gut when selling your business or the real numbers that buyers look for? In this episode of Business and Exit Planning Simplified Joe Curry starts a new series on the eight drivers of business value. The first one is financial performance. Joe explains why buyers care more about clean and consistent financial records than a big…
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Entrepreneur Sasha Millstein shares her journey launching Aunt Ethel's Pot Pies and scaling this frozen comfort food brand from idea to shelves. Show Notes Page: https://www.thehowofbusiness.com/581-sasha-millstein-aunt-ethels-pot-pies/ Sasha Millstein, founder and CEO of Aunt Ethel's Pot Pies, joins Henry Lopez to share her inspiring entrepreneuri…
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Rock Your Reinvention celebrates 100 episodes with a look at Quiet Reinvention: the subtle shifts that can create the biggest transformations. I share how obedience, surrender, trust, and humility shaped my journey, from letting go of old paths to embracing new opportunities. Tune in to discover how small changes can lead to big breakthroughs in yo…
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Four compelling reasons why mastering delegation is essential for every small business owner. Show Notes Page: https://www.thehowofbusiness.com/r355-4-reasons-to-delegate/ Henry Lopez shares why effective delegation is one of the most critical skills entrepreneurs must develop to grow and eventually step away from their business. In this solo episo…
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If you’re a high-achieving woman in a six-figure corporate career and dreaming about starting your own business, your corporate mindset may be sabotaging your success. The very beliefs that helped you climb the ladder—long hours, constant busyness, and tying your worth to a paycheck—can actually hold you back as an entrepreneur. In this episode of …
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What if you could add a million dollars to your business without selling a single extra unit or finding new clients? In this episode of Business and Exit Planning Simplified, Joe talks about the profit gap, the silent drain that lowers your business value. He explains what the profit gap is, how to measure it, and simple steps you can take to close…
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How small business owners can unlock hidden profits by optimizing financial levers and making smarter money decisions. Show Notes Page: https://www.thehowofbusiness.com/580-jamie-trull-unlocking-hidden-profits/ Small business owners often focus on chasing revenue, but revenue does not always equal profit. In this episode, Henry Lopez is joined by J…
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What does it really mean to live authentically? In this episode of Rock Your Reinvention, I sit down with Hilary Bilbrey, #1 Best Selling Author of The Authenticity Key: Claim Your Words. Set Your Compass. Blaze Your Trail. Hilary opens up about her personal turning point, including a near-death childbirth experience and her son’s burn accident, th…
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Business poll results reveal the biggest challenges small business owners face, from marketing struggles to sales fears, debt concerns, AI adoption, and growth barriers. Show Notes Page: https://www.thehowofbusiness.com/579-business-poll-results/ In this episode of The How of Business, Henry Lopez reviews recent poll results from listeners, highlig…
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Ready to wrap up your corporate chapter and finally build the life you really want? In Part 2 of this powerful series, I’m sharing the final 5 things I wish someone had told me before I left my six-figure job. These lessons will help you prepare emotionally, financially, and spiritually so you can create a smooth, successful transition — without th…
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Are you sure your business is set up to fund the retirement you want and leave the legacy you’ve worked so hard to build? In this episode of Retirement Planning Simplified, Joe Curry and Lindsay talk with Bob Gauvreau, a successful entrepreneur who built an eight-figure professional services firm. You’ll hear practical advice on tax strategies, max…
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The loyalty, referrals, and pricing power a small business gains by consistently delivering remarkable customer experiences, even when the ROI isn't directly measurable in dollars. Show Notes Page: https://www.thehowofbusiness.com/578-vance-morris-return-on-experience/ Vance Morris shares how small businesses can create Disney-inspired customer exp…
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Thinking about leaving your six-figure corporate job to start a business, become a speaker, or launch a consulting practice? Before you hand in that resignation, there are a few things I really wish someone had told me. In Part 1 of this two-part series, I’m sharing the first 5 of 10 lessons I learned when I made my own bold leap out of corporate. …
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In this episode, Joe Curry starts with a tough question: Could your business be worth far less than you expect? Most business owners believe boosting sales and profits is the only way to grow business value. But that’s only one piece of the puzzle. What You’ll Learn: What the value gap really is and why it matters Why increasing revenue and profit …
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