Episode 267
- Mar 26
- 1 min read
3/26/26
Topic: Exit by Design, Not by Exhaustion: A Planned Exit vs. A Desperate One
Guests: Dan Gordon & Donnie Shelton
In this episode we discuss:
Our sponsors Coalmarch by Workwave, PestSure, Voice for Pest & Forshaw
PMP Industry Insiders Peer Groups
The first ever PMP Industry Insider conference coming to Raleigh in December — more details TBA!
How 80 percent of businesses fail to sell when they go to market
The CEPA designation, which Dan holds
The Three-Legged Stool approach for a successful exit: Business Value, Personal Financial Assets and Personal Goals
The Discover/Prepare/Decide methodology to maximize company value over 3-5 years
Why multiples differ, emphasizing recurring cash flow over revenue
Why you don't want to change CRM systems close to an exit date
Final advice on starting with the end in mind
Notable: “You might be ready (to sell), but you're not attractive. You have to be attractive and ready.” —Dan Gordon, CPA, CEPA, PCO Bookkeepers & M&A Specialsits
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