『The Ultimate Playbook for a Stress-Free Business Exit』のカバーアート

The Ultimate Playbook for a Stress-Free Business Exit

The Ultimate Playbook for a Stress-Free Business Exit

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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 Selling a business is often the most important—and emotional—decision of a founder's life. Yet, after spending years grinding to build their company, many founders completely botch the exit by ignoring critical financial blind spots.⚖️ Need a corporate attorney who actually understands business and startups? Discover how Raetzer Law can help you scale and protect your company:🔗 https://raetzerlaw.com/📞 Call: (945) 221-6318✉️ Email: clients@raetzerlaw.comGeneral Business Law, Mergers & Acquisitions and Securities Law (capital raising) ⚖️GET THE BOOK "Bitter Brew" at https://amzn.to/4dbuWcU It's a great read!!In this episode, we sit down with Doug Greenberg, a wealth advisor and business transition specialist at Pinnacle Wealth Advisory. Having grown up in a 25-store family retail business, Doug has seen firsthand what it takes to scale, sell and step away from a successful company.We dive deep into the psychology of founders, the massive tax mistakes that eat away at hard-earned payouts, and why a founder's ego can completely ruin a multi-million dollar deal. Doug also shares incredible real-world stories, including how one founder turned a canceled $700M sale into a $1.1 Billion cash exit, and the personal tragedy that drives Doug to protect the next generation from the dangers of sudden wealth.In this video, you'll learn:Why you need to start preparing your business for sale from "day one"How to structure an exit so you don't hand all your money over to the governmentThe steps to take to ensure your sudden wealth doesn't ruin your children's livesWhy family succession plans almost always failConnect with Doug Greenberg at pnwadvisory.com or on LinkedIn HERE 🎙️ABOUT THE HOST: Joseph J. Raetzer, MBA, JD is Corporate, Mergers & Acquisitions (M&A) and Securities Lawyer (capital raising). He started his career over 20 years ago on Wall Street and he has done over $100+ billion in transactions. He is also a serial entrepreneur with a successful 7-figure exit in under 3 years, and founder of his corporate M&A and securities law firm Raetzer PLLC. His podcast Wall Street to Y’all Street features real lessons from founders, operators, and executives who have built, scaled, lost, and rebuilt businesses. This is not legal advice - always consult with your attorney. Joseph J. Raetzer, MBA, JD is licensed in New York and Texas. 🎙️CONNECT WITH JOE AT LINKEDIN HERETimestamps00:00 Intro: The emotional reality of selling your business 01:00 Growing up in a 25-store family business: Lessons most CEOs never learn 04:00 The biggest mistakes founders make when their business starts succeeding 08:00 When should you actually start planning your exit? (Hint: It's earlier than you think) 10:00 The rare founder who prepared for a sale from "Day One" 15:00 Case Study: Turning a botched $700M sale into a $1.1 Billion cash exit 19:00 The most common financial blind spots: Taxes and personal ramifications 24:00 Ego Check: How a founder's personality can destroy a massive deal 28:00 The psychology of the payout: What happens after the wire hits your account? 31:00 Why sudden wealth ruins kids, and how to protect them from themselves 32:00 Doug's personal story: Family fraud and the 5-year lawsuit that changed his life 35:00 The $6M to $21M deal that went wrong (and what the founder lost) 40:00 The toxic reality of family succession planning 43:00 Doug’s final advice: Proformas, projecting the future, and adopting AI #entrepreneurship #entrepreneur #smallbusiness #businesspodcast #businessgrowth #startup #business #founders #valuation #businessexit #businesssale
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