Episode 73 – Are Your Experts Really Experts?

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On today’s episode of the Apex Business Advisors podcast, Andy and Doug share a cautionary tale about an accountant that valued a business approximately eight times over what it would sell for. Hear how they arrived at their number and the flaws in the analysis that led to an unnecessarily difficult conversation with a would-be client.

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 72 – When Brokers Buy a Business

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Ryan joins Andy and Doug on this Apex Business Advisors podcast episode. Ryan is a broker in the office and recently acquired a business that Apex had listed. He discusses this unique approach to acquisition. Doug details how the notification to the Seller is handled when an Apex broker buys the business, and Ryan shares his experience going through the Offer, Due Diligence, Lending, and Closing process.

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 71 – Closings

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Doug is back and talking about his favorite subject – Closings! While he was on vacation, several businesses closed their transactions. He discusses the deals that got done and what it took to get them to the finish line.

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 70 – Real Life Seller’s Advice

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Billy Oxley once again joins us to share his experience selling three businesses. Similar to his Buyer Advice, he shares how his process changed after he had gone through it a couple of times.

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 69 – Buyer Advice with Billy Oxley

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Billy Oxley was a serial entrepreneur before it was a common thing. Billy and his Dad bought, operated, and sold three businesses in his career. Today, he sits down with Andy to share how his experiences changed with the knowledge he learned from each transaction and what advice he would give a buyer on evaluating if the business is right for them.

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 68 – The Benefit of a Deferred Sales Trust

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Greg Reese of Reef Point LLC is back to discuss the benefits of a DST. If you missed part 1, please check it out here.

During this episode, he will discuss how to qualify for a DST, who can benefit, and how.

Interested in learning more about Deferred Sales Trusts? Head on over to Greg’s website

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 67 – The Best Kept Secret in Business Sales – The Deferred Sales Trust

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Andy is joined by Greg Reese, Principal and Managing Member of Reef Point LLC. For over 20 years, Greg has been assisting people with a little known strategy when it comes to selling a business – Deferred Sales Trust. In this two part episode, Greg joins us today to define what a Deferred Sales Trust and how it can be deployed to help a seller keep more of the money from the sale of their business to use as they see fit.

Interested in learning more about Deferred Sales Trusts? Head on over to Greg’s website

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 66 – The Importance of Planning

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On today’s episode of the Apex Business Advisors Podcast, Andy and Doug discuss the work that needs to be done by the Business Owner before they list the business for sale to do some planning to make sure they’re efficient in the Planning topics of Timing, Goal Setting, Valuation, Tax Planning, and Financial Planning.

 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 65 – What Does Your Spouse Think?

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On today’s episode, we pose a loaded question that any buyer or seller had better be able to answer. Spousal involvement is not a topic we spend a lot of time on these shows, but it may be one of the most important aspects of keeping a deal on track. Andy and Doug discuss the importance of involving the spouse in the process.

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 64 – Deal Fatigue – Seller’s Last Few Weeks

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As a companion piece to our latest blog, Andy and Doug discuss Deal Fatigue and how it impacts the seller in the two to four weeks leading to closing day.

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.