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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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Learn the skills and methods you need to turn your online business into a powerful profit engine that you can sell when you want, for the price you designate, to the buyer you choose. Our hosts Joe Valley and Mark Daoust, along with leading M & A, ecommerce, SaaS, marketing, and content experts, will share their decades of experience to give you the tools you need to buy, scale, and exit an online business on your terms. The Quiet Light Podcast is your best source for actionable insights fro ...
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Ep #092: How to Sell Your Business Tax-Free with a Charitable Remainder Trust
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In this episode, we dive into the benefits of using a Charitable Remainder Trust (CRT) to maximize the proceeds from selling your business. Learn how CRTs can help you avoid capital gains taxes, provide a large income tax deduction, and create a lasting charitable legacy. Discover the steps to set up a CRT, real-life examples, and key consideration…
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Ep #091: A Business Owner's Guide to Retirement and Exit Strategy Using Employee Stock Ownership Plans (ESOPs) with Kelly Finnell, J.D., CLU, AIF®
37:56
37:56
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In this episode, we delve deep into Employee Stock Ownership Plans (ESOPs) with one of the nation's leading experts, Kelly Finnell. With over 40 years of experience, Kelly brings a wealth of knowledge and practical advice on how ESOPs can serve as a strategic tool for business owners looking to exit while ensuring a legacy of success and employee s…
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Ep #090: 10 Critical Areas Impacted By Your Business Exit
8:52
8:52
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8:52
In this episode, we explore why establishing an exit strategy is not just wise but necessary for the wellbeing of both the business and the business owner. Despite the excitement of daily operations and growth, many small to mid-sized business owners overlook the necessity of exit planning. Without a solid plan, the impact of an exit can ripple out…
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Ep #089: Overcoming the Top 5 Barriers to a Successful Business Exit
11:51
11:51
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In this episode, we explore the top five barriers that entrepreneurs face when exiting their businesses and provide actionable strategies to overcome them. Discover how to address the lack of clarity on core problems, understand the financial implications, manage non-financial risks, and ensure leadership continuity. We also delve into the emotiona…
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Dr. Noah St. John Gives 7 Strategies To Add 7 Figures to Your Business This Year
27:33
27:33
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Dr. Noah St. John is a renowned performance coach, corporate trainer, leadership consultant, and talent development expert known as the "Father of Affirmations" and the mental health coach to stars. Working with Hollywood celebrities, seven- and eight-figure CEOs, professional athletes, top executives, and elite entrepreneurs, he is famous for help…
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Ep #088: Mastering the Deal of a Business Exit: Insights from M&A Attorney Alex Prasad
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45:37
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In this episode, I interview Alex Prasad, a seasoned M&A attorney and entrepreneur and we dive into the crucial aspects of business exits and M&A law, exploring the profound impact of building relationships in successful business transactions. Discover practical strategies for business owners to navigate the complexities of selling a business, unde…
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Mike Malloy Helps SaaS Owners Grow With Fractional Sales Executives
31:58
31:58
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Mike Malloy is the Founder and CEO of Malloy Industries, a company matching b2b SaaS businesses with vetted, trustworthy fractional sales executives to facilitate scale and growth. He boasts a dynamic background with experiences ranging from being a Deloitte consultant to an adjunct professor at Georgetown. Mike is passionate about helping entrepre…
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Ep #087: 7 Tax-Saving Strategies for Business Owners Selling Their Company
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11:09
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In this episode, learn about seven critical strategies to eliminate, reduce, or defer taxes when selling your business. We'll explore various tax-efficient methods, from leveraging real estate and Qualified Small Business Stock to structuring installment sales and investing in Qualified Opportunity Zones. Whether you're considering selling now or i…
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Design and Engineer Your Product With Gembah
36:06
36:06
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Henrik Johansson is the CEO and Co-founder of Gembah. Gembah is a pioneering global marketplace for product development that provides a streamlined and simplified process for creating products by connecting individuals with first-rate product designers, manufacturers, and supply chain experts worldwide. Henrik is a successful serial entrepreneur wi…
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Ep #086: Safeguarding Your Wealth: The Role of Prenups for Business Owners
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8:27
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Discover how a prenuptial agreement can safeguard your assets and ensure a smooth process in the event of unforeseen circumstances. I discuss why prenups are crucial for business owners, outline the potential risks, and provide a step-by-step timeline for implementing a pre-marital agreement. Resources: Timeline of Getting a Prenup Before Marriage …
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Turn Your Dead Email Lists Into Your Most Profitable Revenue Channel
26:49
26:49
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Dean Ginsberg is the Co-founder of Winback Pro, a brand that works with DTC brands to reactivate dormant email subscribers. Winback uses an AI-driven scoring, filtering, and deliverability stack to reactivate clients' inactive emails and unlock thousands of dollars in incremental revenue from leads they've previously paid for. Dean has over a decad…
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Ep #085: 10 Key Strategies to Increase Your Business Value Before Exiting
6:48
6:48
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In this episode, we dive into effective strategies for business owners looking to maximize the value of their businesses in preparation for a successful exit. Discover 10 essential tactics, from reducing owner-dependence and creating Standard Operating Procedures (SOPs) to fostering recurring revenue and diversifying suppliers. Whether you're conte…
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Inventor Danny’s Journey From Engineering to Entrepreneurship
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34:47
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Dan Cass, also known as Inventor Danny, serves as the Inventor and Executive Consultant of Liddle Speaker. This innovative Bluetooth speaker attaches to various surfaces, including the MagSafe iPhone charging spot and metal, wood, plastic, and glass surfaces. Liddle Speaker offers seamless connectivity to any Bluetooth-enabled device, including iPh…
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Ep #084: How Asset Protection Can Save Your Business: Essential Strategies
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6:37
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Uncover essential asset protection strategies to safeguard your personal and business assets. Learn about choosing the right business entity, banking best practices, insurance, intellectual property protection, succession planning, and Tenancy by the Entirety. Protect your legacy and ensure your business thrives. ----- We help business owners: → Un…
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Learn To Source Products in China, Jordan, and Mexico With Amy Wees
26:42
26:42
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Amy Wees is the CEO of Amazing At Home, an ecommerce consulting company that has helped over 1,000 brands launch private label products on numerous commerce channels, including Amazon. Amy’s wealth of knowledge and experience in product development and sales and marketing has enabled her to advise emerging entrepreneurs to develop their own success…
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Ep #083: Early Exit Planning: Why It's Crucial for Business Owners Without an Immediate Plan to Transition
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5:42
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Regardless of whether you're in the growth cycle of your business with no plans to leave your business anytime soon, preparing for an eventual transition will be essential. We explore the hard truths about the importance of being proactive rather than reactive in planning for the future, ensuring that your business, team, and family are well-prepar…
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Buyer Best Practices With Elaine Eason, Quiet Light Advisor
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29:33
In this episode… Entrepreneurship is a multifaceted field that encompasses starting a venture from scratch or acquiring an established business and scaling it up. However, purchasing an already-running business is a complex task that requires thorough research, planning, and strategy. To streamline the business buying process, Elaine Eason, a seaso…
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Ep #082: Planning With the End in Mind: How I Explain It To Business Owners
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4:28
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In this episode I explain the critical concept of planning with the end in mind, especially tailored for successful business owners contemplating succession, selling their business, or transitioning into retirement. By using a mountain climbing analogy, we explore the dual objectives of reaching the summit (accumulation phase) and safely descending…
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Set and Monitor Your Data Privacy Compliance
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24:50
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Richart Ruddie is the Founder of Captain Compliance, a data security company helping businesses operate in compliance with regulations related to data privacy and security. He is a Strategic Advisor at BRANDefenders, a digital marketing company that offers numerous branding services. Richart has founded multiple online marketing, SEO, and reputatio…
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Ep #081: 4 Essential Questions Every Entrepreneur Must Ask Before Selling Their Business
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In this episode, we dig into four essential questions every entrepreneur must ask themselves before business succession planning and selling their business. We address common reasons business owners delay exit planning and succession planning ranging from being too overwhelmed in the daily operations or just simply not knowing where to start. Liste…
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Supercharge Your Marketing With Amazing Ads
38:54
38:54
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Pat Grady is the Founder of Amazing Ads, an international advertising agency focusing on PPC management and optimization on Amazon, Walmart, Target, Google Ads, YouTube, and other mainline advertising platforms. He also founded print-on-demand companies RhinoFish Media, Just So Posh, and Regalo Marketing, which are involved in wholesale, retail, an…
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Ep #080: Scaling and Exiting a Family-Owned Business for 8-Figures with Ivan and Mariana Polic
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In this inspiring episode, we dive deep into the remarkable journey of Ivan and Mariana who navigated the complex path from burnout to achieving an 8-figure business exit. With firsthand insights into the challenges of working within a family business, building a robust succession plan with their father, and the strategic maneuvers that led to trip…
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Quiet Light Client Kills It on Shark Tank!!
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45:43
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Ramon Van Meer is the Founder and CEO of Genius Litter, a health-monitoring, odor-fighting, environmentally friendly cat litter. Featured on Shark Tank, it's a color-changing litter formula that catches signs of illness, keeping you and your pet happy and healthy. Ramon is also the CEO and Founder of Alpha Paw, a leading pet wellness brand that has…
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Ep #079: Five Key Strategies to Improve Your Financial Health
5:54
5:54
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In this episode, I discuss five key financial strategies for entrepreneurs, focusing on building personal and business emergency funds, effective debt repayment, and smart investing both inside and outside of the business. I offer practical advice for managing financial risks, enhancing cash flow, and achieving financial independence. Meant for bus…
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Make Seller Fulfilled Prime Work Harder For You
41:07
41:07
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Manish Chowdhary is the Founder and CEO of Cahoot, a peer-to-peer order fulfillment network of ecommerce merchants working together to expedite shipping at a lower cost. He is also the Founder and CEO of Pulse Commerce, the leading enterprise cloud platform for order and inventory management. Manish is an innovator, thought leader, and highly sough…
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Ep #078: When Should Retiring Owners Sell Their Business?
6:53
6:53
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In this episode of the podcast, we dive into critical questions that many retiring business owners face: "When is the right time to sell my business?" "Will selling my business fund retirement?" "What to consider before you sell your business and retire." This discussion is aimed at entrepreneurs and business owners contemplating retirement, seekin…
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How and When To Leverage AI To Grow Your Chat Funnels
29:06
29:06
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Liziana (Liz) Carter is the Founder and CEO of GROW AI. This innovative chatbot agency leverages conversational AI technology to instantly connect consumers to ecommerce businesses via Facebook Messenger, Instagram DM, and WhatsApp automation. As a trailblazer in the AI industry, she has received widespread recognition for her expertise and thought…
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