A fairly significant percentage of the business owners we talk to and work with, have some level of interest in potentially selling their business to insiders key employees who have helped build the business. Co-owners who also work in the business or perhaps children who work in the business. Planning a sale to insiders is not without risk including issues like "are the insiders willing AND capable?" or tax and legal considerations. We have learned that owners often assume that a transfer to insiders would be much easier to make happen than a sale to a third party…

One of the areas we certainly don’t have expertise in, but our business owner clients continually struggle with is creating and executing on a marketing plan.

And they find including the marketing piece…and more specifically digital marketing…in their long-term plan for growth difficult…because it just seems to change…or need to change often…

So we are going to talk about marketing and creating a plan that’s indeed executable again today…we’ve regularly had marketing pros on the podcast and will continue to as it’s so important and constantly changing.

Our topic today is “When You Start Making A Big Decision, First Talk with The People Involved” Our guest is Sam Klaidman of Middlesex Consulting.

Sam has a has a BS in Aerospace and Aeronautical Engineering and has held positions as an Experimental Physicist, missile test engineer, Manufacturing Engineering Manager, Master Scheduler, VP Manufacturing, VP Customer Service, and is currently the Founder and Principal Adviser at Middlesex Consulting.

There are not many absolutes when it comes to owning a business but one thing is absolutely certai all business owners will stop being business owners at some point 100%. We want to help you exit successfully on your own terms and conditions with the information and resources we provide here on this podcast.

We want to review the differences of each method and when one method should be used over the other in building your business and then planning to exit…

Our guest is Tim Meinhart who leads a team of OKR experts in serving enterprises of all sizes from start-ups to publically-traded companies Tim is the President and CEO of Atruity, one of the world and leading providers of enterprise OKR implementations. Currently, Atruity is directly involved in facilitating OKR programs with organizations with a combined annual revenue exceeding 7+ billion dollars. He speaks globally about Objectives and Key Results and has a podcast the OKRs and A Podcast where he interviews and discusses OKRs with thought leaders and OKR experts from around the world. Tim has been consulting for a long time over 17 years and has acted as CEO, COO and CFO for several organizations.

Chris Tully is founder and President of Sales Growth Advisors, a sales consulting firm focused on growing its customers’ top line revenue utilizing strategies proven across 30 years of corporate sales leadership roles. Sales Growth Advisors provides its clients with a comprehensive sales strategy, an integrated sales process, and an effective sales execution plan. As a fractional VP of Sales, Chris helps businesses achieve breakthrough sales growth, discipline, and accountability.

Our guest is our friend Afreen Husain of M&T Bank. Afreen specializes in serving business owners with Commercial Mortgages, Commercial Lines of Credit, Term Loans as well as Deposit Solutions for Checking and Savings.

Today’s topic really has impact on each of these exit options because to have a sellable or transferable business which is foundational for success in any of the before mentioned exit routes it really helps if the owner has identified and equipped a successor to run the business without the owner so that the business is not too dependent on the owner…