Carey Sobel has sold over 100 businesses for other people. Then he sold his own, and learned the parts of an exit no spreadsheet prepares you for.

See where your company really stands with a free business audit: https://ownersos.com/audit?utm_source=youtube&utm_medium=description&utm_campaign=ownersos&utm_content=how-to-plan-your-business-exit-and-what-comes-after

On the CEO Roundtable, Sam Taggart and JD Beck talk with Carey Sobel, an M&A advisor and certified exit planning advisor who has closed over 100 transactions. Carey shares what it was actually like to sell his own marketing agency after two decades of brokering other people's deals: the emotional separation, the partner buyout that stalled, the third-party valuation that came in $2.5 million higher than his own number, and the "three legs of the stool" of exit planning. He also digs into the piece most owners ignore, what to do with the money after the sale, from tax mitigation to preserving the wealth.

Carey Sobel is a co-owner and M&A advisor at Boss Group International and Chief Acquisition Officer at Coastal Investment Company. A certified exit planning advisor (CEPA) who has closed over 100 transactions, he built and sold his own award-winning marketing agency, growing it from $100k in revenue to over $12 million before exiting in 2024.

Questions this episode answers:

• How do you plan an exit from your business?
• What does a certified exit planning advisor do?
• What happens to the money after you sell your business?
• Why do partner buyouts get complicated?
• How do you value a business for sale?

What you'll learn in this episode:

• The three legs of exit planning: the business's readiness, the business itself, and you
• What it's really like to sell your own company after selling everyone else's
• Why his partner buyout stalled, and how a third-party valuation reset the number
• The emotional separation of an owner from their business
• The overlooked question: what to do with the money after the sale

This show is brought to you in partnership with Forge and D2D Experts. The best exit starts years early, with clean numbers and a business that runs without you. See where you stand with a free business audit above, and build toward it with Owner's OS: https://ownersos.com/?utm_source=youtube&utm_medium=description&utm_campaign=ownersos&utm_content=how-to-plan-your-business-exit-and-what-comes-after

#business #mergersandacquisitions #businessexit #ownersos

Every business owner exits, whether they plan for it or not. Brian Franco watched his own father's business die because it wasn't planned, and he's spent 23 years making sure other owners don't repeat it.

See where your company really stands with a free business audit: https://ownersos.com/audit?utm_source=youtube&utm_medium=description&utm_campaign=ownersos&utm_content=the-inevitable-exit-every-owner-will-sell

On the CEO Roundtable, Sam Taggart talks with Brian Franco, founder of Meritage Partners and author of The Inevitable Exit, who has done hundreds of acquisitions and over $2.4 billion in deals. Brian breaks down why every owner will exit one way or another, the painful lesson from watching his own father's business deteriorate after an injury, a company that could have been worth $30 million, and why you should run your business in five-to-seven-year chapters with the exit in mind. He also gets into the brutal generational-failure statistics and the shift from operator to empire builder.

Brian Franco is the founder of Meritage Partners, a Newport Beach M&A advisory firm, and the author of The Inevitable Exit. He got into M&A at 24 and founded his firm at 26, going on to lead hundreds of acquisitions, over $2.4 billion in transactions, and 21 companies to public offerings.

Questions this episode answers:

• Why does every business owner eventually exit?
• How do you plan a business exit in advance?
• Why do generational family businesses fail?
• What is the difference between an operator and an empire builder?
• How do you make your business attractive to institutional buyers?

What you'll learn in this episode:

• Why the exit is inevitable, planned or not, and the real cost of not planning
• How to run your business in five-to-seven-year chapters with the end in mind
• The generational-failure statistics across second, third, and fourth generation
• Why unresolved problems get passed down to your kids along with the business
• The shift from operator to empire builder, and what institutional buyers expect

This show is brought to you in partnership with Forge and D2D Experts. The inevitable exit is easier when the business runs without you and the numbers hold up. Start with a free business audit above, and build the systems with Owner's OS: https://ownersos.com/?utm_source=youtube&utm_medium=description&utm_campaign=ownersos&utm_content=the-inevitable-exit-every-owner-will-sell

#business #mergersandacquisitions #businessexit #ownersos

The right attorney gets your deal across the table. The wrong one can blow it up, or quietly take over your roll-up. M&A attorney Mick McGirr has seen both.

See where your company really stands with a free business audit: https://ownersos.com/audit?utm_source=youtube&utm_medium=description&utm_campaign=ownersos&utm_content=how-an-attorney-can-kill-or-save-your-business-sale-playbook

On the CEO Roundtable, Sam Taggart and JD Beck sit down with M&A attorney Mick McGirr, who has handled roughly $750 million in transactions since 2020 on both the buy and sell side. Mick explains what a transactional attorney actually does, offense and defense, why you can't close a deal without one, and how a bad one can drive owners apart and even kill a deal. He also breaks down the value of keeping law, tax, accounting, financial, and insurance advice under one roof, and the creative tax questions behind structuring an unconventional cashless roll-up.

Mick McGirr is an M&A attorney with Focus Law, part of a combined professional-services group spanning law, tax and accounting, financial, and insurance. A BYU and Georgetown Law graduate practicing since 2012, he has handled roughly $750 million in transactions over the last five years, on deals ranging from about a million dollars to a quarter billion.

Questions this episode answers:

• What does an M&A attorney do in a business sale?
• Do you actually need a lawyer to sell your company?
• How can an attorney kill a deal?
• Why keep legal, tax, and accounting under one roof?
• How do you structure a cashless roll-up?

What you'll learn in this episode:

• What a transactional attorney really does: drafting, offense, and defense
• How a bad attorney can drive owners apart and blow up a deal
• Why you can't get a deal done without legal, and how to pick the right one
• The advantage of law, tax, accounting, financial, and insurance under one roof
• The tax puzzle behind structuring an unconventional cashless roll-up

This show is brought to you in partnership with Forge and D2D Experts. The cleaner and more organized your business is going in, the less an attorney has to fight over. Owner's OS helps you run on real systems and numbers so your deal holds together. See it here: https://ownersos.com/?utm_source=youtube&utm_medium=description&utm_campaign=ownersos&utm_content=how-an-attorney-can-kill-or-save-your-business-sale-os