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How to Exit, Business Exit Strategy Podcast

How to Exit, Business Exit Strategy Podcast

By How to Exit, Business Exit Strategy Podcast

On this podcast, we breakdown the process of selling and buying a business. We interview sellers that sold their businesses, buyers that purchased a business, and advisors that helped facilitate the transaction. This podcast will expose issues, challenges and the processes of buying, selling and valuating a business

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Navigating Today's Tight Loan Landscape: Top Commercial Options for Buyers

How to Exit, Business Exit Strategy PodcastDec 07, 2023

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45:09

Navigating Today's Tight Loan Landscape: Top Commercial Options for Buyers

Navigating Today's Tight Loan Landscape: Top Commercial Options for Buyers

In this enlightening episode, we delve deep with a seasoned banker into the intricate world of financing for entrepreneurs looking to buy or expand their businesses. Discover the nuances of real estate and equipment loans, get insights on the bank's coverage across New England, and unravel the potential of loan programs like those offered by Mass Development. Whether you're eyeing a small closely-held corporation or a major manufacturing giant, understand the metrics, expectations, and challenges you'll encounter. Dive into the nitty-gritty of prescreening processes, the role of evaluations, and learn how regional dynamics like those in Massachusetts play into the broader financial scene. If you're considering a business transaction in the near future, this is one episode you won't want to miss!

Dec 07, 202345:09

Scaling Success: A Produce Industry Journey from $25M to $150M and Beyond

Scaling Success: A Produce Industry Journey from $25M to $150M and Beyond

The podcast discusses the growth and exit strategy of a company in the produce industry. The company merged its operations to simplify its structure and improve its market presence. The conversation highlights the importance of customer care, reputation, and maintaining financial reserves. They also address the considerations that led to the decision to exit, including family dynamics and the use of a buy-sell agreement with an internal valuation formula for shares. This preparation and agreement played a crucial role in facilitating the exit process.

Oct 31, 202349:34

Unlocking Business Acquisition Success: Mastering Financing with SBA Guaranteed Loans

Unlocking Business Acquisition Success: Mastering Financing with SBA Guaranteed Loans

Are you facing challenges in securing financing for your business purchase? Join Denis Mezheritskiy, President of ROI Advisors, Inc., and Jennifer Mason, a financing expert from Customers Bank, in our exclusive webinar, "Unlocking Business Acquisition Success: Mastering Financing with SBA Guaranteed Loans."

In this Episode, Denis and Jennifer will share expert insights on obtaining financing through SBA guaranteed loans, including 90% financing options. Discover the step-by-step process, overcome common financing challenges, and gain practical strategies to successfully close your business acquisition.

Oct 24, 202301:08:59

How to Exit, Business Exit Strategy Podcast, Episode 5 / Preparing a restaurant for sale

How to Exit, Business Exit Strategy Podcast, Episode 5 / Preparing a restaurant for sale

On this episode of How to Exit, we go In depth about preparing a restaurant business for a sale. Restaurant business is one of the most popular businesses to buy/sell, and at the same time probably one of the most riskiest business to get into. To help us understand the sale’s process restaurant owners go through, I have invited Don Buehler, the Vice President of the restaurant sale’s devision for ROI Corporation, to break it down for us. Don is a very experienced business broker that specializes in restaurant’s sales. He has owned and operated six McDonald franchises, which he operated for 15 years. Don sold them to pursue his own restaurant concept, Crazy Karry’s Backyard Grill, which he operated for 7 years. His in-depth knowledge of the industry is why he is a valuable guest on today’s episode. Hope you enjoy it. If you would like to connect with Don Directly, his email is: dbuehler@roibusinessbrokers.com Your Host: Denis Mezheritskiy is an M&A advisor and a partner at ROI Corporation. He helps clients to buy, sell and value businesses. For questions and additional information, contact him at: denis@roibusinessbrokers.com 617-869-0552 www.roibusinessbrokers.com

Nov 13, 201918:59

How to Exit, Business Exit Strategy Podcast, Episode 4

How to Exit, Business Exit Strategy Podcast, Episode 4

On this episode of How to Exit, we breakdown all unconventional ways of using Life Insurance Product to create an exit plan. In an interview with Mark Selvaggi, an agent of New York Like Insurance Company, we discuss different ways that Life Insurance products can assist in an exit strategy. Before becoming one of the most successful Life Insurance agents, Mark has owned and operated a business for 20 years. Life insurance, in my opinion, is one of the most misunderstood products, and on this episode we provide all options available for planning an exit using life insurance. This episode is rich with information. If you would like to connect with Mark directly, below is his contact information: Her direct number is (781) 347-9740, mselvaggi@ft.nyl.com Your Host: Denis Mezheritskiy is an M&A advisor and a partner at ROI Corporation. He helps clients to buy, sell and value businesses. For questions and additional information, contact him at: denis@roibusinessbrokers.com 617-869-0552 www.roibusinessbrokers.com

Oct 15, 201946:08

How to Exit, Business Exit Strategy Podcast, Episode 3

How to Exit, Business Exit Strategy Podcast, Episode 3

In this episode, Denis Mezheritskiy interviewed Jenifer Mason of Customer’s bank. Jenifer is the Vice President of SBA Lending at Customer’s Bank. They cover in detail a great amount of information about how to qualify for an SBA loan, how to choose the right bank to work with, all major rules and procedures you have to go through in order to qualify for a loan, and much much more. The episode is filled with amazing insights that will help you qualify for a loan, and buy your dream business. If you would like to connect with Jennifer directly, below is her contact information: Her direct number is ‪781-771-3919‬, jmason@customersbank.com Denis Mezheritskiy is an M&A advisor and a partner at ROI Corporation. We helps clients to buy, sell and value businesses. For questions and additional information, contact us at: denis@roibusinessbrokers.com 617-869-0552 www.roibusinessbrokers.com

Aug 29, 201936:57

How to Exit, Business Exit Strategy Podcast, Episode 2

How to Exit, Business Exit Strategy Podcast, Episode 2

On this episode of How to Exit, we talk about selling your business to a key employee. In some situations, your key employee might be the best buyer for your business. Today I interview Dean Carlson, an owner of Get Fit NH, about his experience of selling his company to his key employee.
This was a really insightful conversation and I hope you enjoy it!
Are your company's financials not up to par? Check out Dean Carson's new company, Fit For Profit, a company dedicate to helping you manage cash more efficiently! fitforprofit.com
If you like what you hear, please leave a review of the How to Exit Podcast show on iTunes.
We want to hear from you! Let us know what you would like to hear covered on the next show.

Apr 19, 201922:04

How To Exit, Business Exit Strategy Podcast, Episode 1

How To Exit, Business Exit Strategy Podcast, Episode 1

On this episode, I sit down with Dr Urato, of Urato Dermatology, to talk about her experience of exiting her business. This is a unique episode where we discuss issues that we had to overcome through the transaction, dealing with Landlords, Inventory issues in business exit, as well as her input on staying on and working as an employee after the sale, and much more.

Apr 12, 201920:48