Episode 98 – Succession Planning isn’t just when you need to sell the business

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Andy and Doug were recently part of a deal where the owner suddenly passed away, and the family and estate were left with quite a mess to deal with. Today, they discuss that while an exit may not be imminent, having a succession plan is something that is necessary and warranted at all lifecycles of a business.

Ready to start the conversation? Get in touch for a FREE consultation. The best way to learn about us is at our website, which includes connecting with Doug, Andy, or the rest of the Apex Team.

Episode 97 – Follow Instructions

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Andy and Doug discuss examples of where Buyers neglecting to complete information, changing entities, and good ol fashioned not following instructions impact the timeliness of a deal closing.

Ready to start the conversation? Get in touch for a FREE consultation. The best way to learn about us is at our website, which includes connecting with Doug, Andy, or the rest of the Apex Team.

Episode 96 – Buying a Business: Why Do I have to Sign a Non Disclosure and Share my Financial information?

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On today’s episode of the Apex Business Advisors podcast, Andy and Doug talk to newer buyers who wonder why they have to sign a non-disclosure and share financial information before seeing any information on a business.

Ready to start the conversation? Get in touch for a FREE consultation. The best way to learn about us is at our website, which includes connecting with Doug, Andy, or the rest of the Apex Team.

Episode 95 – Buying or Selling a Business: What does the survey say?

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On today’s episode of the Apex Business Advisors podcast, Andy and Doug highlight critical information from the latest Market Pulse Survey that pertains to buyers and sellers of Main Street and Mid Market Businesses.

Ready to start the conversation? Get in touch for a FREE consultation. The best way to learn about us is at our website, which includes connecting with Doug, Andy, or the rest of the Apex Team.

Episode 94 – Ron Kleier: Old School Tactics That Still Work

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On this Apex Business Advisors podcast episode, Andy and Doug are joined by Ron Kleier. Ron is a veteran broker joining us to share his road to success, industry-specific expertise, and share the best casinos to visit when driving through rural Oklahoma.

Can’t get enough of Andy and Doug? Head on over to our friends at the Small Business Miracles podcast to hear their guest appearance

Ready to start the conversation? Get in touch for a FREE consultation. The best way to learn about us is at our website, which includes connecting with Doug, Andy, or the rest of the Apex Team.

Episode 93 – Which Valuation Report is Right for Me?

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On this episode of the Apex Business Advisors Podcast Andy and Doug discuss the three different types of Valuations. They discuss the purpose of the the reports and when it is appropriate to use a Certified Valuation, Standard Valuation, and Broker’s Opinion of Value. Interested in learning more about what your business is worth? Email us at  for a free broker’s opinion of value. We need your Business Name, your name, and email for one of our brokers to send you a secure link to upload the necessary documents.

Ready to start the conversation? Get in touch for a FREE consultation. The best way to learn about us is at our website, which includes connecting with Doug, Andy, or the rest of the Apex Team.

Episode 92 – The Standard

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On today’s Apex Business Advisors podcast episode, Andy is joined by our colleague Chuck Campbell. Chuck joins us to discuss the standard for an Apex client. He shares the four criteria we seek in an engagement and why meeting those criteria ultimately leads to a successful outcome.

Ready to start the conversation? Get in touch for a FREE consultation. The best way to learn about us is at our website, which includes connecting with Doug, Andy, or the rest of the Apex Team.

Episode 91 – The Benefits of a 4th Quarter Valuation

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On today’s episode of the Apex Business Advisors podcast, Andy and Doug discuss the benefits of having a Broker’s Opinion of Value performed in the 4th quarter.

For a business to sell successfully, both the owner and the business must be ready. Unfortunately, this year, we have had to turn down several listings where only the seller was prepared. They sought to retire and sell, only to realize that their business’s value and appeal weren’t attractive to the market. Lack of proper planning had left their business unready. Entrepreneurs often pride themselves on aspects crucial for business growth, but these might not align with what potential buyers value. Buyers look for established processes, reliable personnel, and technology in place.

The benefits of a 4th quarter valuation that Andy and Doug discuss are informed decision making, negotiation power, timeline control, and tax & financial planning.

Ready to start the conversation? Get in touch for a FREE consultation. The best way to learn about us is at our website, which includes connecting with Doug, Andy, or the rest of the Apex Team.

Episode 90 – You’re Ready. Your Business Isn’t.

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A common theme we see with many sellers is the owner doesn’t properly plan their exit. They come to Apex when they (the owner) are ready to sell because of burnout, retirement, health issues, etc. Unfortunately, they have not taken the necessary steps to make the business ready to sell. Both have to be ready to sell. Getting the business ready to sell takes much longer than getting the owner ready. Andy and Doug discuss when to start the conversation to ensure you don’t fall into this category when you’re ready to sell.

Are you considering selling your business? Are you considering entering the world of entrepreneurship? If so, please get in touch for a FREE consultation. The best way to learn about us is at our website, which includes connecting with Doug, Andy, or the rest of the Apex Team.

Episode 89 – Where Do Brokers Spend Their Time?

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Andy recently wrapped up an engagement where he tracked all the time he spent working on the deal from start to finish. He and Doug discuss the percentages and activities in each phase of the deal.

Are you considering selling your business? Are you considering entering the world of entrepreneurship? If so, please get in touch for a FREE consultation. The best way to learn about us is at our website, which includes connecting with Doug, Andy, or the rest of the Apex Team.